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_EEInvestor版 - 美股 Solar 概要
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1 (共1页)
L****a
发帖数: 572
1
w*******a
发帖数: 361
2
how about organic PV

Concentrated

【在 L****a 的大作中提到】

L****a
发帖数: 572
3
Haven't seen any public company yet.
Any private company? Guess still in the Lab.

【在 w*******a 的大作中提到】
: how about organic PV
:
: Concentrated

L****a
发帖数: 572
4
Update : added Solar installer and equipment maker
Correction: EMKR makes multijunction III-V solar cell rather than
c-Si solar cell. Thanks feedback from SnowLine and HITCell.
L****a
发帖数: 572
5
发信人: splendidchen (chen), 信区: Stock
标 题: Re: 美股 Solar 概要
发信站: BBS 未名空间站 (Thu Jun 25 11:56:30 2009, 美东)
Thanks a lot for your summary.
I'm just wondering why FSLR is declining recently due to "threat from c-si".
If I recall correctly, they lost a contract to YGE some time ago, and some
of their spokemen once said they might consider switching to c-si in the
future if necessary.
But their cost is like $0.93/W in the recent Q, while c-si is still above $2
/W level. The gap still looks huge for me,
L****a
发帖数: 572
6
发信人: daoruaimi (123), 信区: Stock
标 题: Re: 美股 Solar 概要
发信站: BBS 未名空间站 (Fri Jun 26 17:11:49 2009, 美东)
first solar 每瓦 1.0美元也太高了吧!1人民币还差不多。国内中标的可是0.69人民
币每瓦。
L****a
发帖数: 572
7
发信人: HITcell (xx), 信区: EE
标 题: Re: 美国上市 Solar 公司概要
发信站: BBS 未名空间站 (Sun Jun 28 01:43:04 2009, 美东)
CIGS最大的问题是化合物太复杂了
没人知道是怎么回事
很难控制process,很难scale up
CIGS的champion是21%,module只能到13%,似乎还是mini module
相比之下CdTe的champion是16.5%,Vapor transport可以到15%
而First solar的量产module 都有12% 了
对比一下,suntech的pulton 可以到20%,但是panel现在
稳定在15.5%-16%,他们号称量产的电池是18%
Gatech搞了好多年,终于可以用screen print和no LDD(一般的POCL3 single step
diffusion)做到20% 的R&D,但是suniva的156cm2的solar cell 现在很难上17%
赫赫,我觉得最有前途的还是超高concentrated的MJ III-V...
不过Sarah Kr
L****a
发帖数: 572
8
发信人: HITcell (xx), 信区: EE
标 题: Re: 美国上市 Solar 公司概要
发信站: BBS 未名空间站 (Sun Jun 28 02:00:45 2009, 美东)
玻璃是必要之恶阿
你需要一种透光够robust,够harsh的材料保护你的solar cell
就算能长在foil上面,也要encapsulate 玻璃的
最近在NREL,看他们经常和玻璃厂的人沟通
现在的玻璃没有为solar cell做优化,生产流程也没有optmize
if you go to check the write papers by that bankrupted " solar city " (sorry
, forget the name...) several years ago, you will see the issue....they did
many details to depth research on this...
基本上现在NREL毕业1个搞光的PhD,就有5-6个玻璃厂跑过来要人。。。
赫赫

【在 L****a 的大作中提到】
: 发信人: HITcell (xx), 信区: EE
: 标 题: Re: 美国上市 Solar 公司概要
: 发信站: BBS 未名空间站 (Sun Jun 28 01:43:04 2009, 美东)
: CIGS最大的问题是化合物太复杂了
: 没人知道是怎么回事
: 很难控制process,很难scale up
: CIGS的champion是21%,module只能到13%,似乎还是mini module
: 相比之下CdTe的champion是16.5%,Vapor transport可以到15%
: 而First solar的量产module 都有12% 了
: 对比一下,suntech的pulton 可以到20%,但是panel现在

L****a
发帖数: 572
9
发信人: Laputa (以德糊人), 信区: Stock
标 题: Re: 最近中概太阳能表现优于美股太阳能
发信站: BBS 未名空间站 (Mon Jun 29 22:01:44 2009, 美东)
Most of U.S. solar companies are high-cost producers. And they get little
benifit from silicon price drop. They are also sensitive to module ASP drop.
Since current module ASP is still droping. It might be a better idea after
stabilization (demand & price) is seen, which may be seen from the next
earning reports of these companies.
The weakness of U.S. solar producers may also indicate that Euro
L****a
发帖数: 572
10
发信人: Laputa (以德糊人), 信区: Stock
标 题: Re: 最近中概太阳能表现优于美股太阳能
发信站: BBS 未名空间站 (Mon Jun 29 22:15:29 2009, 美东)
Regarding ENER, I remember I have a replied post to "googer" some time ago.
I pointed out the two problems of ENER:
1. Uncertainty about their ability to reduce manufacturing cost.
their current manuafacturing cost is about $1.92/W. They have
ambition to reduce cost to $1.0-1.1. But because demand is not
going up, the effort is offset by under utilization of their
capacity. If they can reduce co
L****a
发帖数: 572
11
发信人: Laputa (以德糊人), 信区: Stock
标 题: Re: 最近中概太阳能表现优于美股太阳能
发信站: BBS 未名空间站 (Mon Jun 29 23:48:20 2009, 美东)
It's not lithium-ion battery, but NiMH battery. But that's only
very small portition of revenue. The real potential of their IP portfolio is
phase-change memory (PCM) technology.
1 (共1页)
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