FIRST SOLAR - Wettbewerber TF ( Seite 2)
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schrieb am 11.11.07 13:25:18
Exot (Konarka ist Lizenzgeber für G24; die wiederum bei
Konarka Secures $45 Million in Private Capital Financing
Leading Investors Back Clean Energy Innovator with
Lowell, Mass. – Oct. 1, 2007 – Konarka Technologies, Inc., an
innovator in development and commercialization of Power Plastic®, a
material that converts light to energy, today announced it has
raised $45 million in private capital financing. The financing was
led by Mackenzie Financial Corporation, a leading investment
management firm with over $60 billion in assets under management,
and was co-led by existing investor, Good Energies, a leading
investor in the renewable energy industry. Lead investors from
prior rounds also participated, including Draper Fisher Jurvetson
(DFJ), Asenqua Ventures, New Enterprise Associates (NEA) and 3i.
Other participating current investors include Vanguard Ventures,
Chevron Ventures, Massachusetts Green Energy Fund, NGEN Partners
and Angeleno Group. The financing was agented by Lehman
“Konarka has aggressive plans to accelerate the development and
commercialization of our polymer-based organic photovoltaic (OPV)
technologies for consumer, commercial, BIPV and electronic
applications,” commented Rick Hess, president and CEO of Konarka.
“This latest round of financing will help to accelerate our plan to
bring Konarka’s organic photovoltaic material, Power Plastic, to
Howard Berke, executive chairman of the board at Konarka, stated,
“This funding further strengthens our balance sheet as we scale up
to introduce Power Plastic commercially. We are in an optimal
financial position to launch our renewable energy technology into a
variety of markets.”
About Mackenzie Financial Corporation
Mackenzie Financial Corporation is a part of IGM Financial Inc.,
which trades on the Toronto Stock Exchange under the symbol “IGM”,
and a member of the Power Financial Corporation group of companies.
Mackenzie, founded in 1967, manages approximately $63.7 billion of
assets for more than one million investors. For more information,
schrieb am 18.11.07 15:01:00
Thin Films Lead U.S. Solar Production
After going nowhere for years, thin-film solar production has taken
off in the United States. But is First Solar just a fluke?
by: Jennifer Kho
Bullet Arrow November 16, 2007
Thin-film solar technologies might make up a small portion of the
world's solar panels today, but they made up almost half of the
solar cells produced in the United States last year, Travis
Bradford, president of the Prometheus Institute, said at Greentech
Media's Solar Market Outlook this week.
According to Bradford, U.S. companies produced 92.5 megawatts of
thin films, compared with a total of 201.6 megawatts of solar
panels. Worldwide, thin films, which use little or no silicon, have
grown from 4 percent of the solar market a few years ago to about 7
percent today, he said.
Thin films made up of amorphous silicon account for the largest
chunk of the production, reaching 97.7 megawatts in 2006, while
cadmium-telluride made up 68 megawatts and copper-indium-selenide
and copper-indium-gallium-selenide made up only 4.9 megawatts,
according to Bradford's presentation.
First Solar, which makes cadmium-telluride films, has quickly grown
to be the largest supplier of solar cells by far, with 60 megawatts
of production in 2006 and a 31 percent market share, Bradford
The company has been "a bright spot" in a rough year, what with
falling panel prices and spot prices for solar-grade silicon
rumored to have grown as high as $400 per kilogram, Bradford
First Solar shares (NSDQ:FSLR) have increased a whopping 17.9
percent so far this month, closing at $185.39 per share Wednesday,
after the company announced a $1 billion sales deal, heftily beat
third-quarter earnings expectations and said it was adding another
480 megawatts of annual capacity to its current 210 megawatts (see
Thin-Film Solar Production to Leap Forward, Thin-Film Solar Gets
Even as some companies have announced decreasing margins, First
Solar posted a third-quarter gross margin of 51.6 percent, up from
39.9 percent in the year-ago period, and said it expects to retain
an operating margin of 25 percent and gross margins of 35 to 40
percent in the long term.
While glass packaging keeps the company from targeting new
applications that require more flexible panels and could
potentially keep First Solar from reaching the lowest prices in the
future, it hasn't been an issue so far, Bradford said.
"First Solar says, 'We don't need long-term price declination; we
can [get costs to] less than $1.25 per watt today,'" Bradford said,
adding the company expects its costs will drop below $1 per watt by
If it achieves those costs, First Solar probably will be "within
spitting distance" of 1 gigawatt by 2010 -- and with decent
margins, considering it has contracts to supply its panels for
$1.85 per watt, he said.
The company already has changed the game in the worldwide shortage
of solar-grade silicon, Bradford said.
"You're hardly able to make a wafer for $1.85 a watt, much less a
cell or a module," he said.
The company's performance may have encouraged other companies to
pursue thin films more aggressively as well.
Sharp Corp. said it is building a 1-gigawatt thin-film plant in
Japan, and Oerlikon and Applied Materials customers also have
announced plans that amount to another 1 gigawatt of capacity, to
name just a few examples (see Thin-Film Solar Production to Leap
Forward, Thin-Film Solar Gets Another Boost).
The shorter lead times for building thin-film solar manufacturing
capacity could be an advantage in the next few years, as the solar
industry sees shrinking margins, Bradford predicts.
First Solar might take between nine and 15 months to build a new
plant, compared with the three years or more that it takes to build
polysilicon plants, he said.
That means thin-film companies can be more responsive to demand, a
considerable advantage in a volatile market, he said.
However, not everyone holds the same view.
While advocates say thin films have the potential to produce panels
for less, very few companies have reached mass production after
decades of research.
First Solar could be a sign the problems that have kept
predecessors from success, including difficulties manufacturing
thin films cheaply at high volumes, are solvable. Or the company
could be an exception to the rule.
"I agree First Solar's a phenomenal company; I just question who
will be Second Solar," said Jeff Osborne, a managing director and
analyst at Thomas Weisel Partners.
After all, even First Solar developed its technology over 10 years,
explored three different technologies and changing its name four
times during that period, he said.
"There are no investable assets in thin-film," Osborne said.
While First Solar investors clearly value thin-film technology
highly now, Osborne wonders how much of that value is due to being
"the only player of note in a niche market" and whether the higher
value accorded to thin-film companies would drop if more of them
"I question whether 80 players will get the funding to expand like
that," he said. "I would venture to guess that half of them will
Plenty of companies are ramping up now in the hope of becoming part
of the other half.
schrieb am 18.11.07 15:05:41
Unimicron-UMC thin-film solar affiliate to start volume production
in mid 2008
Nuying Huang, Taipei; Esther Lam, DIGITIMES [Friday 16 November
NexPower Technology, a solar-cell company co-established by
Unimicron Technology and United Microelectronics Corporation (UMC),
will begin volume production of thin-film solar cells in mid 2008.
Annual capacity is estimated at 12.5 peak megawatt (MWp), according
to company general manager SM Wang at a recent technology forum
held by the Monte Jade Science & Technology Association of
Construction of NexPower's plant at the Central Taiwan Science Park
(CTSP) in Taichung will be completed soon with equipment
installation slated for early 2008. The first production line is
expected to house an annual capacity of 12.5MWp and will start
volume production in mid 2008. A second line will be installed by
2009, bringing total capacity to 25MWp, Wang detailed.
Many industry players have questioned the relatively high
challenges involved in thin-film solar cell production and
marketing and Wang echoed the sentiment, adding that the challenges
have indeed been greater than expected, especially in terms of
capital expenditure (capex). But he remarked that NexPower has
professionals from sectors including semiconductor, solar, LCD and
LED who are able to overcome the associated challenges.
The first goal of NexPower will be technology enhancement in order
to reach volume production, Wang said. The company aims to grow its
power conversion rate by 1-2 percentage points per year, he added.
For each percentage point of power conversion efficiency, costs are
reduced by 16%, Wang was cited as saying in a Chinese-language
Economic Daily News (EDN) report.
NexPower will plan for next-stage capacity only when it meets the
power conversion efficiency guided by equipment suppliers. Despite
seeing stiff challenges on thin-film solar cell production, Wang
stressed that non-crystalline silicon based solar cells are more
suitable for long-term investment.
NexPower has already rented another eight-hectare plot of land at
the same site where it intends to build a total of three thin-film
solar production plants. Total investment amount will be NT$3
billion, the EDN report quoted Wang as saying.
Wang remarked that NexPower exhibited its products during a recent
photovoltaic (PV) applications show in Milan, Italy with
satisfactory feedback. Current order rates are good, he noted.
schrieb am 18.11.07 16:05:29
Antwort auf Beitrag Nr.:
32.469.695 von meinolf67 am 18.11.07
...ist ein a-SI Projekt
schrieb am 19.11.07 10:31:28
...wenn das stimmt, sind Sie die größten weltweit in dieser
November 12, 2007
Tokyo, Japan: Honda Soltec Opens Thin Film Production Plant
Honda Soltec Co., Ltd., Honda's wholly-owned solar cell subsidiary,
today commemorated the opening of its solar cell production plant
with a ceremony attended by approximately 80 dignitaries, guests
and Honda officials, including Yoshiko Shiotani, the governor of
Kumamoto prefecture; Junichi Mitsuyama, the deputy general manager
of Natural Resources, Energy and Environment Department, Kyushu
Bureau of Economy, Trade and Industry, the Ministry of Economy,
Trade, and Industry (METI); and Isao Ieiri, the mayor of
Ohzu-machi; as well as Takeo Fukui, the president and CEO of
Using thin film made from a compound of copper, indium, gallium and
selenium (CIGS) instead of silicon, Honda's next-generation solar
cell achieves a major reduction of approximately 50% in the amount
of energy consumed during the manufacturing process compared to
what is required to produce conventional crystal silicon solar
cells. This makes Honda's solar cell more
environmentally-responsible even during the production stage.
Honda Soltec began mass production of solar cells in October, and
the annual production will reach the full capacity of 27.5
megawatts (an equivalent amount of electricity to power
approximately 9,000 houses) by next spring.
The company has also begun sales of solar cells for homes
throughout Japan with 80 distributor locations and plans to
accelerate sales by increasing the number of distributor locations
to more than 200 within 2008. Honda will also work to begin exports
of Honda solar cells from its new operation based in Kumamoto.
In 2006, Honda announced a global CO2 reduction target for its
products and the manufacturing of those products. In addition to
its effort to reduce CO2 emissions, Honda is focusing on the
development and sales of energy-creation products such as
cogeneration units and thin film solar cells in order to further
accelerate its efforts to reduce the threat of global warming. To
reduce its environmental footprint, Honda has been proactively
pursuing voluntary targets to make its automobiles, motorcycles,
and power products cleaner and to reduce CO2 emissions.
At the same time, Honda has been committed to develop technology
for a clean energy source which does not use fossil fuels. In
addition to the development of new technology to produce ethanol
from cellulose, and development and sales of fuel cell vehicles and
household cogeneration units in Japan and the U.S., the
commercialization of the next-generation solar cells enables Honda
to accelerate its efforts to contribute to the realization of an
environmentally-responsible and sustainable society.
schrieb am 22.11.07 11:00:03
Green Energy to break ground on thin-film solar module plant, says
Nov 07, 2007
Green Energy Technology is scheduled to break ground on November 16
for its first thin-film solar module plant at Kuanyin in Taiwan's
northern county of Taoyuan, according to the Chinese-language Apple
The plant, with equipment installation slated for mid-2008 and
production for the second half of 2008, will reach an annual
30MWp in the fourth quarter of 2008, which will be ramped further
up to 50MWp by the fourth quarter of 2009, the paper added.
schrieb am 23.11.07 14:18:02
Oerlikon: Over half of equipment orders in 2008 to support
micromorph tandem technology
Nuying Huang, Taipei; Esther Lam, DIGITIMES [Friday 23 November
Oerlikon is making further progress in its micromorph tandem
technology and expects over half of the orders it receives in 2008
will be for solar cell production equipment supporting the
technology, which will offer a power conversion rate of 10%,
according to the company.
Oerlikon introduced its micromorph tandem technology in early
September and claimed that it can achieve efficiencies of 10% and
higher in the near future. By combining two silicon materials,
amorph and microcrystalline (µc-Si), both visible sunlight and the
near infrared spectrum can be absorbed and converted, resulting in
a boost in the power efficiency rate by 50% over traditional
amorphous (a-Si) single cells.
Company executives indicated that its first customer has placed
orders for equipment supporting this new technology with delivery
to be completed in the second quarter of 2008 and production slated
to begin in the third quarter. The customer is from Europe, the
Oerlikon anticipates that the power conversion rate offered by the
technology will be 8.5% in 2008 and will rise further to 9.7% in
2009. Industry players in Taiwan's solar cell industry noted that
the power conversion rate of 6-6.5% guaranteed by thin-film solar
cell equipment makers can hardly compare with that of
crystalline-based solar cells, and so look forward towards the
penetration of micromorph tandem technology-supported
Given that the company strongly believes that power conversion rate
enhancement is an urgent task for all thin-film solar cell industry
players, the executives noted that almost all customers who
approached the company were looking for equipment that support the
new micromorph tandem technology. They anticipate that orders for
the equipment will account for half of total equipment orders in
In an attempt to help guarantee smooth volume production by
customers, Oerlikon confirmed recent speculation that the company
would establish a laboratory in Asia. The company executives said
Taiwan, Malaysia and Singapore are all potential locations.
Oerlikon said it also remains open to any equipment/parts/materials
On a separate note, Oerlikon said its thin-film solar cell
equipment is mostly fabricated at a fifth-generation (5G) line. As
the company believes power efficiency is more critical than size,
the company has no plan to migrate to a more advanced generation
line in near future.
schrieb am 23.11.07 22:18:45
Antwort auf Beitrag Nr.:
32.380.659 von meinolf67 am 11.11.07
Bei CdTe fehlt noch PrimestarSolar aus den USA. An denen hat GE
wohl ca. 20% Anteil neulich eingekauft. Enge Kooperartion bei
Techonolgie mit NREL
schrieb am 23.11.07 22:20:29
Antwort auf Beitrag Nr.:
32.380.677 von meinolf67 am 11.11.07
bei CIGS fehlt u.a. Showa Shell. Deren Module
waren auf der Intersolar 2007 schon auf einigen Ständen zu sehen
(d.h. da sollte schon ne Produktion angelaufen sein).
schrieb am 23.11.07 22:30:26
Antwort auf Beitrag Nr.:
32.545.537 von StLaurent am 23.11.07
Bei a-Si hätten wir u.a. (nach
Produktionsequipment-Hersteller sortiert): Liste nicht unbedingt
- Signet Solar
- Moser Baer
- Suntech (?)
- T-Solar (Spanien)
- Malibu (JV Schüco+E.ON)
- SolarMorph (?)
- GET (?)
- Schott Solar
- CMC Magnetics
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