Solar growth provides opportunities for electronics makers
has stimulated growth for alternatives to Intel Capital invested US $12.5 in Voltaix, • installed 5.7m2 Sunfab thin film
polycrystalline and monocrystalline silicon US $37.7 million for Sulfurcell and US silicon PV module production line at
PV technologies (Chart 9). As a result, $50 million in the formation of Intel’s Moser Baer Photo Voltaic in India.
thin film PV cell manufacturer First Solar spin-off, SpectraWatt. • introduced E3 equipment and process
(Chart 10), grew its thin film based module IBM: control solution software for improved
production capacity from 25 megawatts in • unveiled concentrated photovoltaic productivity and reduced solar cell
its inception in 2005 to 495 megawatts in system that magnifies sunlight by 10X manufacturing costs.
2008. (Notably, it began manufacturing the energy of current CPV units • AKT subsidiary is building US $17
thin panels for $1.14/watt in 1Q’08). • partnered with Tokyo Ohka Kogyo on million Taiwan CVD equipment
Presently, at least half of the Top 30 finding more efficient and affordable facility for flat-panel and SunFab solar
Global Electronics Companies in 2006 methods of making solar devices. equipment.
(Chart 11) and Top ‘Consumer Electronics • developed manufacturing method for • promoted Gilad Almogy to Sr. VP of
Companies’ (Chart 12) have some presence turning silicon waste generated during Display and Thin Film Solar Products
in solar. semiconductor manufacturing process Business Group.
into useable silicon for solar panels. • received 40MW/yr. SunFab Thin Film
HP licensed transparent transistor technol- Line order from Moncada.
industry news
ogy to Xtreme Energetics that “can gener- Coherent introduced its Talisker laser
ate electricity at twice the efficiency and system for solar cell manufacturing.
half the cost of traditional solar panels.” FCL maker Topco Scientific began produc-
Custer Consulting Group provides a daily news Applied Materials’ (Chart 13) solar tion of silicon crystalline wafers and solar
service that follows the solar/photovoltaic business grew to over US $3 billion annu- modules.
market. Here are recent headlines for existing ally in four years. It: Dow Chemical:
global electronics companies that have added • is building 32,000 sq.m. Singapore • acquired Rohm & Haas for US $18.8
solar to their present business model. facility. billion.
20080810 20080808
World Photovoltaic Market
Solar/Photovoltaic Financials
Composite of 14 Public Companies
Revenue, Net Income & Inventory
US$ Billions
80
US$ (Millions)
2500
70
Note: Chinese RMB converted to US$ +123%
70
@ constant average 2007 exchange
2000
60
55
1500
Preliminary 2Q'08 results based upon
50
combination of actual & estimated financials
43
1000
40
34 500
30 27
22
0
20
-500
1 2 3 4 1 2 3 4 1 2
10
06 07 08
Revenue 260 410 549 683 741 1055 1459 1677 1886 2352
0
Income -28 48 43 7 -30 77 152 156 234
Inventory 175 244 366 511 671 748 753 873 975
2007 2008 2009 2010 2011 2012
Ascent Solar Technologies, Canadian Solar, China Sunenergy, DayStar Technologies, Energy
Conversion Devices, Evergreen Solar, First Solar, Solar Enertech, Solarfun Power, SunPower, Suntec
Lux Research 5/08 Power, Trina Solar, JA Solar, Yingli Green Energy
Chart 3. Chart 4.
20080808 20080810
Taiwan Solar/Photovoltaic Panel Companies
Global PV Markets
Composite of 13 Manufacturers
NT$ billions Pessimistic Scenario
10
9 2007/2006 Revenue Growth MW
8
Up 68%
8,000
Germany
This scenario is based on the assumptions of
7,220
Spain
7
Italy
a ‘business as usual’ scenario which does
6 Greece
not assume any major enforcement of
6,000
support mechanisms.
5,810
France
5
Portugal
4 USA 4,680
China
3
4,000
Japan
3,655
2
S Korea
India 2,940
1
ROW
2,246
0
1 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7 9111 3 5 7
2,000
1,598
00 01 02 03 04 05 06 07 08
CALENDAR YEAR
Big Sun Energy Technology, e_TON Solar Tec, Gintech, Green Energy Technology (GET), Ligitek, Motech, Neo Solar
Power, Phoenixtec Power Co (PPC), Precision Silicon, Sino-American Silicon Products (SAS), Sysgration, Tyntek, Wafer
0
Works
2006 2007 2008 2009 2010 2011 2012
EPIA 2/08
Chart 5. Chart 6.
www.globalsolartechnology.com Global Solar Technology – September/October 2008 – 13
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