SunPower: SunPower kündigt weitere Kostensenkungsmaßnahmen an

nehme diese Meldung mal zum Anlass, einen neuen konsolidierten Thread zu machen

Antwort auf Beitrag Nr.: 43.080.371 von R-BgO am 24.04.12 13:31:36alte Fäden:

Thread: sunpower- der obama-gewinnler!!

Thread: Sunpower - macht die effizientesten PV-Module weltweit

Thread: SunPower Der name ist Programm

Auslöser fürs wieder-mal-draufgucken war diese Meldung:


Applied Materials acquires new solar technology
Nuying Huang, Taipei; Jackie Chang, DIGITIMES [Tuesday 24 April 2012]

US-based equipment firm Applied Materials recently acquired Varian Semiconductor Equipment. Varian has the technology to reduce the 20 steps of interdigitated back contact (IBC), a process for producing monocrystalline N-type high efficiency solar cells that US-based solar cell firm has been using, down to 10 steps. This has been seen as a revolutionary breakthrough by the solar industry.

Applied Materials acquired Varian at the end of 2011 for US$4.9 billion. This will likely strengthen Applied Material's power in the semiconductor market.

Industry sources noted that the ion implantation process can change the game for production of monocrystalline N-type high efficiency solar cells. SunPower has been dominating this market with its IBC technology. Nevertheless, it has had difficulty lowering production costs of this technology.

Industry sources believe that using the ion implantation process, firms can reduce IBC technology down to 10 steps. This will reduce production costs significantly, making monocrystalline N-type high efficiency solar cells a product that has conversion efficiency above 20% and a reasonable price.

Varian is not the only firm that has ion implantation equipment. China- and Japan-based equipment firms have been developing such technology and are eager to find potential markets.

es ist ja insgesamt (von den Zockerthreads mal abgesehen) enorm ruhig um PV geworden;

SPWR ist m.E. trotzdem wert, weiter beobachtet zu werden, weil sie:

* TOTAL im Rücken haben
* die höchste Effizienz haben (leider auch hohe Kosten) und
*wirklich die ganze Kette machen (und da insbesondere auch ein Projektpipeline haben)

ob man aber noch mal auch nur Bruchteile der alten Werte wiedersehen wird, bezweifele ich; trotzdem habe ich mich bisher nicht von meiner pre-2009 Posi trennen können...

bin gerade mal bei 3,80$ mit einem zock eingestiegen!!

Sunpower und First Solar werden in Ami-Land als Big Player in der Solar Branche übrig bleiben, ich gehe davon aus, dass sich der Kurs von Sunpower mit Total im Rücken rasch wieder erholen wird.
Dem entsprechend habe ich heute meinen Durchschnittstkaufpreis ordentlich runtergemischt.

Sehe ich auch so...aber es wird noch ein bisschen dauern
bis wir nach oben klettern mit den Zellen...und dem Kurs.
Wenn Total bleibt...und die hatten ja einen Grund ausgerechnet
Sunpower zu nehmen...dann sollte es klappen.
Bin auch am überlegen nochmal im Frühjahr 2013 oder
demnächst schon nachzulegen. Ich möchte schon auf eine hohe
vierstellige Zahl kommen bevor der Wind sich dreht bzw. die Sonne
wieder scheint...aber es ist nicht ausgemacht, dass dies geschieht!

Schaun ma mal...

Amadeus

SunPower Signs Joint Venture Agreement in China

Partners with TZS, Inner Mongolia Power and Hohhot City to Manufacture and Deploy SunPower C7 Tracker for Inner Mongolia, Other China Regions

SAN JOSE, Calif., Dec. 3, 2012 /PRNewswire/ -- SunPower Corp. (NASDAQ: SPWR), a Silicon Valley-based manufacturer of high-efficiency solar cells, solar panels and solar systems, today announced that it signed a definitive agreement to form a joint venture with partners Tianjin Zhonghuan Semiconductor (TZS), Inner Mongolia Power Group (IMP) and Hohhot Jinqiao City Development Company (HJCD) for the manufacturing and deployment of the company's proprietary SunPower® C7 Tracker (C7) concentrator technology in the Chinese market.

The joint venture, based in Hohhot, Inner Mongolia, PRC, will manufacture and deploy SunPower's high efficiency, C7 concentrator solar systems in Inner Mongolia and other regions in China. Under the terms of the definitive agreement, SunPower will invest $15 million, of the total capitalization of the joint venture of $60 million, for a 25 percent ownership stake. The joint venture is subject to the approval of the PRC government with initial C7 deployment expected to begin by the end of 2013.

"This agreement capitalizes on the capability of SunPower's next generation C7 technology to deliver industry leading cost effective energy," said Tom Werner, SunPower president and CEO. "Working together with our team of strong local partners who bring different strengths to this project, we believe that we can deploy significant volumes of C7 power plants to help serve China's growing need for clean power. We also expect that this venture will facilitate the development of a low cost, high volume C7 supply chain and accelerate our C7 cost reduction roadmap."

"This joint venture collaboration embeds essential winning factors including our excellent natural resources, the best photovoltaic technologies and diligent, committed partners," said Huadong You, chairman of TZ Group. "Our four-party, three country landmark partnership sets a role model for the industry and also embraces challenges for a sustainable future."

"This joint venture is a new milestone in the development of the PV industry in Hohhot City and the Inner Mongolia Autonomous Region," said Yi Qin, mayor of Hohhot City. "We look forward to leveraging the strengths of Hohhot City to support the success of this venture and have full confidence in this winning collaboration among the four partners."

"We are fully committed to the success of this joint venture and we will meet the expectations of all levels of government, as well as those of our partners," said Fusheng Zhang, CEO of IMP. "IMP has an excellent grid infrastructure, leading experience in grid integration of renewable energy and strong resources."

The SunPower C7 Tracker combines single-axis tracking technology with rows of parabolic mirrors, reflecting light onto 22.8 percent efficiency SunPower Maxeon® cells, the world's most efficient commercially available solar cells. Using mirrors to reduce the number of solar cells required to generate electricity lowers the levelized cost of energy by up to 20 percent compared to competing technologies. For example, a 400-MW C7 power plant requires less than 70 MW of SunPower solar cells.