L****a
发帖数: 572 | |
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. |
