Solar growth provides opportunities for electronics makers
• is looking for a new plant to expand its a new approach for processing solar cells in
pV industry Food-chain—
materials for solar panels and electron- solar modules.
upstream
ics. Lamitec-Dielektra acquired RUWEL’s
DuPont: PCB operations in Grassau, Germany
• Microcircuit Materials introduced which makes thick-copper PCBs for photo-
process equipment and materials
Solamet PV159 thick-film photovoltaic voltaics.
5N Plus Inc. started shipping cadmium
solar cell metallization paste. Taiflex Scientific started delivery of solar
telluride from its new Eisenhuttenstadt,
• Photovoltaic Fluoromaterials signed cell modules using existing PCB produc-
Germany, facility.
technology licensing agreement with tion lines in China.
Air Liquide Electronics received long-term
Toppan for DuPont’s Tedlar backsheet Unitech Printed Circuit Board began
silane supply contract from REC.
PVF manufacturing process. mass production of solar cells in Taiwan.
Arkema introduced Evatane 33-45PV
Indium introduced its OnSpec LTTF-6363 It plans to add second production line in
ethylene vinyl acetate polymer for PV
metallization paste for solar cells. 3Q’09 and a third in 2011.
applications.
Arima Electronics sold its server and note- MIT developed artificial photosynthesis
Aviza Technology licensed its VTR vertical
book computer assets (factories, machines, method for storing solar energy that uses
furnace product line to Expertech.
technologies, customer base, and products) cheap (cobalt metal, phosphate and an
Bharat Electronics and Bharat Heavy
for US $191 million to Flextronics and electrode) catalyst to split water into oxy-
Electricals formed 50:50 JV to set up 2,500
entered solar photovoltaic industry. gen and hydrogen.
ton/yr. polycrystalline silicon manufactur-
Flextronics began EMS activities for thin-
ing facility in India.
film solar panel equipment manufacturer Questions or Further information
Bosch Rexroth inaugurated its new facility
Oerlikon Solar. For questions or more industry informa-
in Rochester Hills, MI, for producing auto-
Probe Manufacturing acquired Solar tion (including a trial of our solar/pho-
mation solutions for solar applications.
Masters. tovoltaic Daily News), e-mail me at jon@
CaliSolar built a 2-3 MW pilot plant for
AT&S and Solland Solar collaborated on
custerconsulting.com.
solar cells made with refined metallurgical
20080810 20080808
World Photovoltaic Market
Solar/Photovoltaic Financials
Composite of 14 Public Companies
Revenue, Net Income & Inventory
US$ 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 7. Chart 8.
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 9. Chart 10.
14 – Global Solar Technology – September/October 2008
www.globalsolartechnology.com
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