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Hallo Leute,

da FSLR aktuell der 1.600 Pfund Gorilla der TF-Hersteller ist und da die nachrückenden Firmen bisher größtenteils nicht notiert sind, würde ich vorschlagen, in diesem Nebenthread Infos zu denen zu sammeln.

Auf die Art kann man Infos, die einem mal über den Weg laufen, an einem definierten Platz ablegen, so dass man sie bei Bedarf leichter wiederfindet.

Außerdem ist es sicher auch aus FSLR-Investorensicht interessant, den Wettbewerb im Auge zu behalten.

Würde mich freuen, wenn auch andere hier posten...
Zuerst:

Welche Technologien gibt es überhaupt?

1) CdTe
2) CIGS
3) amorphes/micromorphes SI
4) Exoten


CdTe wird von Firstsolar hergestellt und scheint sich am besten zur Herstellkostensenkung zu eignen.

Relativ hohe theoretische Wirkungsgrade.


CIGS ist die Technologie mit dem potentiell höchsten Wirkungsgrad, aber offenbar fertigungstechnisch sehr schwierig zu beherrschen.

a-SI hat als single-junction sehr niedrige Wirkungsgrade (ca. 5-8%) und wird schon seit langem (z.B. in der Untehraltungselektronik) eingesetzt. Wenn man eine zweite Schicht (Junction) hinzufügt, wird ein größerer Teil des Spektrums genutzt und es sollen Wirkungsgrade von deutlich >10% erricht werden

Exoten sind -zumindest für mich- z.B. die Farbstoffzelle (Graetzel), Quantum-Dotes, etc...
Welche Player sind bereits börsennotiert:

1) CdTe
First Solar
Calyxo (über Q-Cells)

2) CIGS
Global Solar (über SOLON)
Ascent Solar
Johanna (über Aleo)
Solibro (über Q-Cells)
Solar Thin Films; Zulieferer
Pfeiffer; Zulieferer

3) a-SI
United Solar Ovonics (ist eine Tochter von ECD; PPVX-Mitglied)
Powerfilm (PPVX-Mitglied)
SHARP
ErSol
Moser Baer
Brilliant 234. (über Q-Cells)
Oerlikon; Zulieferer
Applied Materials; Zulieferer


4) Exoten
Dyesol; Zulieferer


Fettgedruckte Firmen produzieren bereits kommerziell
Welche Player produzieren bereits kommerziell, sind aber noch weder selbst noch indirekt börsennotiert?

1) CdTe
Antec

2) CIGS
Würth
Sulfurcell

3) a-SI

4) Exoten
keiner
Welche Projekte sind in der Pipeline?

Tonnenweise. Deshalb werde ich die Technologien auf einzelne Posts aufteilen und dort auch die bereits fortgeschrittenen nochmal mit nennen.

KEINERLEI Anspruch auf Vollständigkeit, Korrektheit oder Aktualisierung....
CdTe-Projekte


kommerziell produzieren:
First Solar
Antec


in Kürze erwartet:
Calyxo


noch weiter weg:
AVA Solar
CIGS-Projekte


kommerziell produzieren:
Würth
GlobalSolar
Sulfurcell


in "Kürze" erwartet:
Solibro
Ascent
Honda
Nanosolar
Johanna
Odersun


noch weiter weg:
Miasole
Heliovolt
Avancis
Solarion
PV-Flex
Solopower
a-SI auf AMAT-Basis:

Green Energy to break ground on thin-film solar module plant, says paper


Latest news
Apple Daily, November 7; Rodney Chan, DIGITIMES [Wednesday 7 November 2007]

Green Energy Technology[/b] 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 Daily newspaper.

The plant, with equipment installation slated for mid-2008 and production for the second half of 2008, will reach an annual capacity of 30MWp in the fourth quarter of 2008, which will be ramped further up to 50MWp by the fourth quarter of 2009, the paper added.
a-SI double junction:


Lite-On and E-ton form solar cell joint venture

Latest news
Nuying Huang, Taipei; Emily Chuang, DIGITIMES [Friday 26 October 2007]

E-ton Solar Tech and Lite-On Electronics on October 25 jointly announced the companies are forming an a-Si (thin-film) solar module joint venture, called Aruia, with E-ton and Lite-On each securing 23.9% of the shares in the new company, according to the companies.

Lite-On said the investment of NT$498 million in Aruia is the company's first venture into the solar industry.

Equipment maker Hermes Epitek will have 12% of the stock in the joint venture while MiTAC-Synnex Group will have 6% of the shares in the company, according to sources.

Aruia will be located in the Southern Taiwan Science Park and the initial capital of the company will be NT$1.4 billion. The capital will increase to nearly NT$4 billion by 2008. The new company will focus on non crystalline/micromorph cell production. The facility for the joint venture will be completed by the end of 2008 with capacity for the single line being 60 million peak megawatt (MWp). An additional 60MWp capacity will be added each year. The efficiency of conversion will exceed 10% in 2010, said the companies.
vermute a-SI:

Innovalight predicts its silicon ink will dramatically cut cost of solar power
START-UP MUM ON HOW IT MAKES SILICON INK


Conrad Burke, the CEO of Innovalight, walked into a room with a small solar cell in one hand and a bottle of black liquid in the other. He's betting that liquid will revolutionize the solar panel industry and help his company grab a big share of the booming green energy market.

The liquid is silicon ink, a secret nanotechnology recipe it developed that the company says lets it make solar cells that are more efficient than current models, at a lower price.

"We have embarked upon . . . a new frontier of silicon," said Burke, who joined Innovalight as president and chief executive in 2005.

Innovalight comes out of stealth mode today. It will announce $28 million in new funding as well as plans to open a 30,000-square-foot manufacturing facility in Sunnyvale early next year.

The company, based in Santa Clara, intends to start selling its solar cells in 2009.

It'll enter a booming market. Solar sales, according to researcher CLSA, will grow from $15 billion in 2006 to $36 billion in 2010. Much of that development is coming from Silicon Valley companies, including SunPower, Nanosolar, MiaSole, Solyndra, SoloPower and others.

The distinction for Innovalight, said Burke, an Irishman who previously worked in manufacturing and operations management for several companies as well as a stint as a venture partner with Sevin Rosen Funds, is how it makes its cells and how much they'll sell for.

In an interview this week, Burke described the
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company's manufacturing process in only general terms but said Innovalight has "a lock on how we do this. We describe ourselves as having the Coca-Cola formula."

Innovalight creates nanoparticles of silicon that it uses to make ink "and we can end up with something that looks not very different from what a solar cell looks like today, except we got there substantially faster and cheaper, and we use less material," he said.

The goal is to achieve "double digit" efficiency, higher than current levels for other thin-film-based solar cells, although Burke wouldn't reveal a specific number. The industry standard is 14 or 15 percent, although some companies talk about reaching 20 percent efficiency. Efficiency measures the percentage of absorbed light converted to electricity.

As far as price, Burke talks about producing solar cells that are an order of magnitude cheaper than what's available today. "Certainly, long term, we believe this technology has the potential to get well below 50 cents a watt," he said. The Web site solarbuzz.com says the retail price per watt in the United States is $4.84 this month.

That combination of new, affordable technology makes Innovalight interesting to the Department of Energy. The agency has worked closely with Innovalight on collaborative research, said Craig Cornelius, its program manager for solar technology.

"We see great promise in the company," said Cornelius. "They're building a great science team."

Innovalight's $28 million in third-round funding was led by Convexa Capital of Norway. "The company's silicon ink process to make cheaper solar cells offers huge potential to help accelerate the growth in the overall solar market," said Bjorge Gretland, Convexa's managing partner who will join Innovalight's board.
Exot (Konarka ist Lizenzgeber für G24; die wiederum bei Dyesol kaufen):

Konarka Secures $45 Million in Private Capital Financing
Leading Investors Back Clean Energy Innovator with Commercialization of
Organic Photovoltaics

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 Brothers.

“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 market.”

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, visit http://www.mackenziefinancial.com/.
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.
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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 said.

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 said.

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 Another Boost).

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 2009.

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.

Another problem?

"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 went public.

"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 fail."

Plenty of companies are ramping up now in the hope of becoming part of the other half.
Unimicron-UMC thin-film solar affiliate to start volume production in mid 2008

Latest news
Nuying Huang, Taipei; Esther Lam, DIGITIMES [Friday 16 November 2007]

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 Taiwan.

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.
Antwort auf Beitrag Nr.: 32.469.695 von meinolf67 am 18.11.07 15:05:41...ist ein a-SI Projekt
CIGS

...wenn das stimmt, sind Sie die größten weltweit in dieser Sparte...

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 Honda.

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.
???:

Green Energy to break ground on thin-film solar module plant, says paper

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 Daily newspaper.

The plant, with equipment installation slated for mid-2008 and production for the second half of 2008, will reach an annual capacity of
30MWp in the fourth quarter of 2008, which will be ramped further up to 50MWp by the fourth quarter of 2009, the paper added.
a-SI Supplier:


Oerlikon: Over half of equipment orders in 2008 to support micromorph tandem technology

Latest news
Nuying Huang, Taipei; Esther Lam, DIGITIMES [Friday 23 November 2007]

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 executives added.

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 equipment.

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 2008 accordingly.

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 subcontracting.

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.
Antwort auf Beitrag Nr.: 32.380.659 von meinolf67 am 11.11.07 13:06:33@meinolf67

Bei CdTe fehlt noch PrimestarSolar aus den USA. An denen hat GE wohl ca. 20% Anteil neulich eingekauft. Enge Kooperartion bei Techonolgie mit NREL
Antwort auf Beitrag Nr.: 32.380.677 von meinolf67 am 11.11.07 13:09:26bei 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).
Antwort auf Beitrag Nr.: 32.545.537 von StLaurent am 23.11.07 22:20:29Bei a-Si hätten wir u.a. (nach Produktionsequipment-Hersteller sortiert): Liste nicht unbedingt komplett....

AMAT:
- Sunfilm
- Signet Solar
- Moser Baer
- E-Ton
- Suntech (?)
- T-Solar (Spanien)
- Malibu (JV Schüco+E.ON)
- SolarMorph (?)
- GET (?)


Unaxis/Oerlikon
- Schott Solar
- Ersol
- Inventux
- CMC Magnetics




Ulvac:
- Kaneka
- MHI
- NexPower
Antwort auf Beitrag Nr.: 32.545.648 von StLaurent am 23.11.07 22:30:26ThX!
EXOTEN

BioSolar Announces Successful Scale Up Production Run of Biobased Plastic Film for Solar Cells

Santa Clarita, CA – December 3, 2007 – BioSolar™, Inc. (OTC BB:BSRC), developer of a breakthrough technology to produce bioplastic materials from renewable plant sources that reduce the cost of photovoltaic solar cells, today announces that the company has successfully completed a scale up production run of high quality biobased plastic film intended for use as a backing sheet for photovoltaic cells.

In explaining the significance of this latest step toward commercialization of BioSolar’s bioplastic materials, Dr. David Lee, CEO, said “BioSolar has previously developed its biobased polymer which significantly improves the film's impact resistance and thermal performance. The film was successfully extruded at a narrow width. In order to check for possible scale up problems, we conducted an extrusion run at the full production width of 55 inches. There were essentially no scale up problems, and very high quality film was produced."

This is a key milestone in the development of the company’s bio based backsheet product as the 55 inch wide rolls of film exceed the industry maximum width requirement. Photovoltaic modules are expected to last for 20 years or more, and experimental modules made with this film are currently being tested to ensure that the film meets the longevity requirement. The test includes 45 day temperature-humidity test as mandated by Underwriters Laboratories.

“As we continue to hit our targets in our research and development work, we are guided by input from our commercial strategic partners in the photovoltaic field,” continued Dr. Lee. “This successful ramp-up to production scale film width moves us another step closer to commercial sales of our product.”
a-SI

http://www.pv-tech.org/content/view/182/37/

Sharp starts construction of new thin film PV plant Print E-mail
Monday, 03 December 2007
SharpSharp Corporation held a groundbreaking ceremony for its next multi-application manufacturing plant in Sakai City, Osaka Prefecture, Japan that it calls a "Manufacturing Complex for the 21st Century." Sharp is maintaining its vertically integrated business model that will see both thin-film solar panels and Gen 10 LCD panels (2,850 mm x 3,050 mm) manufactured at a massive new (1.27 million m2) site that will house a complex of plants and support buildings at a cost of 380 billion yen.

The solar cell plant is set to start production by March 2010. Annual production is expected to be 1,000 MW (one million kW) a year for thin-film solar cells, Sharp announced.

Sharp
ORGANISCH

...und ganz exotisch:

Sanyo Electric Co Ltd presented the development status of organic thin-film solar cell for the first time at an international conference.

The company's presentation has been drawing attention since before the conference, as participants were curious about "how Sanyo would utilize the technologies accumulated in the development of OLED" (an attendee from a competing manufacturer).

Sanyo developed an organic thin-film solar cell using tetraphenyldibenzoperiflanthene (DBP) for the P-type semiconductor and C60 for the N-type. The company achieved a conversion efficiency of 3.6% with the use of the cell measuring 0.033cm2.

Thus far, CuPc has been generally employed as the P-type semiconductor in many organic thin-film solar cells using a low molecular material. The company also prototyped a 0.026cm2 organic thin-film solar cell using CuPc, but its conversion efficiency was only 1.4%.

Sanyo launched full-scale research on organic thin-film solar cell two years ago. DBP is a material synthesized in the course of the development of OLED. It is formed on ITO by vapor deposition.

The production cost can be reduced when a polymer is used for the P-type semiconductor because it can be formed by a coating method. Sanyo, however, plans to continue the development of low molecular materials because the company found "low molecular materials to be more promising through its experiences in the development of OLED" (Sanyo).
Antwort auf Beitrag Nr.: 32.380.659 von meinolf67 am 11.11.07 13:06:33CdTe-Projekte


kommerziell produzieren:
First Solar
Antec


in Kürze erwartet:
Calyxo


noch weiter weg:
AVA Solar
Prime Star Solar (GE-Beteiligung)
OK, am besten ist vielleicht ein Standardübersichtsposting:

Das DÜNNSCHICHT-Universum
=========================

CdTe
First Solar
Antec Solar
AVA Solar
Prime Star Solar
Calyxo

CI(G)S
Glas
Würth
Avancis
Solibro
Showa Shell

Flex
Global Solar
Sulfurcell
Ascent
Nanosolar
Miasole
Heliovolt
Odersun
Solarion
PV-Flex
Solopower

unklar
Honda
Johanna


a-SI
Uni-Solar
Powerfilm
SHARP

AMAT:
- Sunfilm
- Signet Solar
- Moser Baer
- E-Ton
- Suntech (?)
- Brilliant 234.
- T-Solar (Spanien)
- Malibu (JV Schüco+E.ON)
- SolarMorph (?)
- GET Green Energy Technology

Unaxis/Oerlikon:
- Schott Solar
- Ersol
- Inventux
- CMC Magnetics

Ulvac:
- Kaneka
- MHI
- NexPower


EXOTEN:
Konarka
G24
Biosolar


Zulieferer:
Solar Thin Films
Pfeiffer
Applied Materials
Oerlikon
Dyesol
a-SI?

Rebecca Kuo and Nuying Huang, Taipei; Esther Lam
Source: DIGITIMES, 3 September 2007
http://www.digitimes.com/bits_chips/a20070903PD202.html

Following a recent announcement of investing in its solar affiliate, Kenmos Technology is expected to start volume production of thin-film solar cells in the third quarter of 2008, according to the company. With a 45% direct stake in this affiliate, Kenmos will partner with NanoPV on solar cell production. The backlight unit (BLU) maker will sign a partnership contract with NanoPV on September 6. Kenmos and its related companies hold a total stake of about 60% in this affiliate, according to Kenmos.

NanoPV has sales channels in both Europe and the US, which implies that sales channels are guaranteed, according to Kenmos as cited by a Chinese-language Commercial Times report. The company also noted that validation via NanoPV only requires three to four months, which could help speed up its time-to-market schedule.

Investment is slated to begin in the fourth quarter of 2007. Related production facilities will be located at Kenmos’ present production plant in the Southern Taiwan Science Park. Capacity should be available in 2008 with an initial capacity of 10 peak megawatt (MWp) and later to expand to 30MWp.

Industry sources indicated that Kenmos is going to produce thin-film solar cells in dimensions of 0.635×1.4m, a dimension that fits US standards and is easy for assembly. This dimension is also the mainstream with a global market share of 60%, they added.

Chun-I Wu, Kenmos chairman, was cited by the Commercial Times report as saying that NanoPV delivers a power conversion efficiency of 8%, versus the market average of 5-6%. He anticipates the developed solar cells could be later applied to consumer electronics.

A persistent shortage of polysilicon is drawing more companies to shift to developing thin-film solar cells. In Taiwan, Green Energy Technology tied up with Applied Materials on related field development. NexPower Technology, which is co-established by Unimicron Technology and United Microelectronics Corporation (UMC), inherits its thin-film solar cell production technology from Ulvac. NanoWin Technology and CMC Magnetics landed their thin-film solar cell production technology from Oerlikon.
E-Ton Solar, Kenmos Technology Enter Into Thin Film Solar Cell Business
2007/09/07


Taipei, Sept. 7, 2007 (CENS)--E-Ton Solar Tech and Kenmos Technology Co., Ltd. recently separately unveiled their plans to enter into manufacturing of thin-film solar cells.

Kenmos announced it will open thin-film solar-cell venture at cost of NT$1 billion (US$30 million at US$1:NT$33) and it alone will put NT$450 million (US$13.6 million) into the venture.

Kenmos` executives said their company had invited U.S. solar-cell supplier NanoPV Corp. and some solar-cell equipment suppliers to join it in the investment. NanoPV and the equipment suppliers, they said, will sign investment agreement next Thursday to acquire a 20% stake and a 10% stake in the venture, respectively.

They said the solar-cell venture will begin production and shipments next year, with initial output capacity set at 10 megawatts of cells a year. In two years, the output will be boosted to 30 megawatts.

Kenmos` executives pointed out that the company began around a year ago identifying potential business outside its core backlighting-module manufacturing as part of its plan to boost revenue. Finally, the company decided to look for greener pastures in thin-film solar-cell business after extensive evaluation.

They went on that their company cooperates with NanoPV in this case on ground that the U.S. company specializes in TCO glass technology, which is essential in the production of thin-film solar cells. In addition, the company has set up distribution channels in Europe and the United States.

Kenmos` executives noted that although competition in the market of the cells is already stiff, NanoPV is one of the handful suppliers making money. NanoPV`s large-area thin-film solar modules now report conversion efficiency of 8.5%, higher than average 5-6% achieved by the company`s rival products.

They said the solar-cell venture will initially develop products targeting applications including notebook computers, solar lamps, rechargers, small stand-alone power generators and solar-powered buildings. Major markets for the startup will be the United States, Germany, mainland China, Australia, Britain, Israel and Japan.

The executives pointed out that although investments in manufacturing equipment of the cells are pricier than that in equipment for making polysilicon solar cells, production costs at Taiwanese thin-film solar cell factories are likely to largely pare down in near future since 70% of local equipment suppliers catering to thin-film cell makers are able to make the equipment by themselves.

E-Tone plans to open a thin-film cell factory at the Southern Taiwan Science Park, allowing it to expand into the new area from polysilicon-cell sector.

Industry watchers pointed out that thin film is a new-generation solar technology, which eliminates the need for silicon crystal as raw material in the manufacturing. Nevertheless, the new solar methodology poses higher technological challenge than does polysilicon technology.

However, many solar-energy entrants are embracing thin-film products considering escalating shortage of polysilicon materials.

Industry watchers pointed out boom business has recently prompted the island`s thin-film cell makers to poach talents from liquid-crystal display (LCD) manufacturers. They said LCD talents tend to defect to thin-film cell manufacturers on ground that solar-cell industry is believed to be more profitable than LCD since it has still infant, leaving a huge room for future growth.

Company
Volume production schedule
Initial output volume (unit:megawatt)
Capacity increase planning
Technology sources

Green Energy Technology
Late 2008
30
50 megawatts until late 2009
Applied Materials

NextPower Technology
1st Q 2008
25
100 megawatts in three years
ULVAC

NanoWin Technology
1st Q 2008
5.5
35 megawatts until 2008
NanoPV

Formosun Technology
Late 2007
5.5
NA
EPV
a-SI:


Formosun


ca. Okt-2006

Press Release – Contract Signing Ceremony between American Energy PhotoVoltaics, Inc. (EPV) and Formosun Technology Corp.

  An agreement between EPV and Formosun Technology Corp. for production technology transfer and authorizing the latter to manufacture Thin Film PV Modules in Taiwan before the end of the year has been reached. The contract will be officially signed between the two companies in the Crane Room, located on the 3rd floor of the Grand Hyatt Taipei. The ceremony signifies the beginning of full cooperation between the two companies.

  EPV, a leading solar energy company in USA, has more than ten years of experience in the manufacturing of Thin Film PV Modules. EPV’s products have been qualified and certified per UL/IEC 61646 standards and sold worldwide. Their latest product, Building of Integrated PV (BIPV), has been applied on the building of Microsoft’s School of Future (as photo), and as such EPV was chosen as the major BIPV supplier. Due to its limited production capacity, EPV’s production schedule is full until May next year.

  Unlike single or multiple crystalline silicon solar cells, thin film PV solar modules use glass plates, therefore eliminating the problem caused by wafer shortage. The thin film PV module can be applied on objects with large surface area such as BIPV on glass-walled buildings. Also, the thickness of silicon needed for the module is only several hundredths that of wafers, thus significantly reducing the production cost.

  Under the agreement, EPV will provide a turn-key package, which includes thin film PV module production technology and facilities and assistance in product certifications to Formosun Technology Corporation.

  With extensive experiences in TFT and SEMI foundries, Formosun Technology is positioning to increase its production yields and capacity while reducing production costs so that thin film PV products can be utilized in more commercial applications.

  The first production line with an annual capacity of 5.5MW is slated to commence operation before the end of next year. The company also plans to gradually expand its production capacity to meet the growing market demands.
a-SI

11. Mai 2007
Nanowin Breaks Ground for Thin-Film Solar Cell Plant

Nuying Huang, Taipei [Digitimes] Nanowin Technology, a newcomer to the solar cell industry, yesterday broke ground for a thin-film solar cell plant at the Tainan Science Park (TSP) in southern Taiwan, with equipment installation scheduled for October 2007 and volume production for the first-quarter of 2008.
ULVAC WINS ORDER FROM NexPower Technology Corporation FOR COMPLETE SOLAR CELL MANUFACTURING PLANT TO BE BUILT IN TAIWAN

Deal will include all manufacturing peripheral equipment and production training

Chigasaki, Japan.-March 23, 2007-ULVAC, Inc.

Following a 2 year period of study and preparation, United Microelectronics Corporation (UMC) subsidiary NexPower Technology Corporation has decided to establish a new solar cell manufacturing plant in Taiwan. They have signed an agreement today to use ULVAC's full-scale thin film manufacturing line equipment which will include all solar cell manufacturing peripheral equipment such as plasma CVD equipment, laser scribing equipment, sputtering equipment, and sealing equipment, etc. In addition, ULVAC will provide all the actual production training and start-up of the manufacturing line which will handle 1.1m x 1.4m size substrates, suitable for main power electric generation.

Prior to today's agreement, ULVAC already conducted process verification with small size substrates, and has now started to process the large 1.1m x 1.4m size substrates in their Chigasaki factory. This phase of the project will be com pleted by mid-2007. At the same time, ULVAC is developing micro-crystalline Si process and tandem structure followed by an a-Si process in order to improve power generation efficiency. NexPower Technology Corporation is expected to operate the factory at a production volume rate of 12.5MW per year with a-Si and plans to expand production volume gradually from that point. The ultimate production goal is 100MW/year with micro-crystalline and tandem structure. The plant will be located in Hsinchu, Taiwan, and will begin operations in Q1-2008. It is expected that this $2 billion Taiwanese dollar capital investment will make NexPower the leading producer of the largest size solar cells in Taiwan.

ULVAC has been mainly providing solar cell manufacturing equipment to companies in Japan since the early 1980's. In the 1990's, ULVAC focused heavily on the commercialization of TFT-LCD based FPD manufacturing equipment and technology. Today, as a result of increased inquiries from prospective customers about thin film solar cell manufacturing equipment, ULVAC is once again focusing on solar cell manufacturing technology and plans to bring their extensive FPD manufacturing line expertise over to the solar cell manufacturing side of their business. Few, if any companies are able to match ULVAC's breadth and depth of thin film production equipment experience and the handling of large, fragile substrates in a high volume manufacturing line environment.
Das DÜNNSCHICHT-Universum (neue fett)
=========================

CdTe
First Solar
Antec Solar
AVA Solar
Prime Star Solar
Calyxo

CI(G)S
Glas
Würth
Avancis
Solibro
Showa Shell

Flex
Global Solar
Sulfurcell
Ascent
Nanosolar
Miasole
Heliovolt
Odersun
Solarion
PV-Flex
Solopower

unklar
Honda
Johanna


a-SI
Uni-Solar
Powerfilm
SHARP
Formosun
Nanowin
Kenmos


AMAT:
- Sunfilm
- Signet Solar
- Moser Baer
- E-Ton
- Suntech (?)
- Brilliant 234.
- T-Solar (Spanien)
- Malibu (JV Schüco+E.ON)
- SolarMorph (?)
- GET Green Energy Technology

Unaxis/Oerlikon:
- Schott Solar
- Ersol
- Inventux
- CMC Magnetics

Ulvac:
- Kaneka
- MHI
- NexPower


EXOTEN:
Konarka
G24
Biosolar


Zulieferer:
Solar Thin Films
Pfeiffer
Applied Materials
Oerlikon
Dyesol
ULVAC
noch ein AMAT-Kunde:

XinAo Enters Solar Market with Contract for Applied Materials' SunFab Thin Film Line

By BusinessWire
HEIBEI, China, BUSINESS WIRE -- XinAo Group announced its entry into the solar energy market with its plan to establish China's leading photovoltaic (PV) module production line. As part of this strategy, XinAo has signed a contract with Applied Materials, Inc. for an Applied SunFab(TM) Thin Film production line with state-of-the-art PV technology using 5.7m2 glass substrates. With an optional tandem junction upgrade, the line will be capable of producing modules to generate more than 50MW of electricity, as the first phase of a planned 500MW capacity plant in China.

XinAo celebrated the signing of this contract at an event on November 13, 2007, attended by Mr. Wang Yusuo, chairman of XinAo and Franz Janker, executive vice president of Applied Materials.

Mr. Wang commented, "Photovoltaic module manufacturing is a very important part of our strategy to provide clean energy to China and other countries of the world. We are leveraging our history of innovation and experience in energy production and utilization to develop this renewable alternative energy solution at competitive pricing. We have selected Applied Materials as a key contributor to this project because of its leadership in ultra-large area processing and its successful 23 year history of providing systems and support to China's semiconductor manufacturers."

"We are very pleased to have the opportunity to work with XinAo on their first solar project and we value their trust in our ability to help make this new venture a success," said Mr. Janker. "Since the Applied SunFab Thin Film Line uses 5.7m2 substrates that are four times bigger than today's typical solar modules, XinAo can use efficiencies of scale to lower both manufacturing and installation costs. These large substrates will accelerate the development of a cost-effective solution for clean renewable energy."

Applied Materials, Inc. (Nasdaq:AMAT) is the global leader in Nanomanufacturing Technology(TM) solutions with a broad portfolio of innovative equipment, service and software products for the fabrication of semiconductor chips, flat panel displays, solar photovoltaic cells, flexible electronics and energy efficient glass. Applied Materials applies Nanomanufacturing Technology to improve the way people live. Learn more at www.appliedmaterials.com.

XinAo Group is a leading company in clean energy integration solutions led by technology innovation. Xinao Group has built an energy industrial value chain consisting of energy exploitation, energy transformation and energy distribution. XinAo has more than 20,000 employees and total assets of RMB18 billion. It has more than 100 subsidiaries and offices in over 60 cities in China and in other countries including Australia, U.K. and the U.S.A. Learn more at www.xinaogroup.com.
a-SI:


China Solar Power Enters Thin Film Solar Cell Market in China by Forging Strategic Alliance with ULVAC, Inc. of Japan

October 26, 2007 ULVAC, Inc.

China Solar Power (Holdings) Ltd. (“CSP”), a subsidiary of Tano China Capital Management, Inc. (TCCMI), a private equity investment management company focusing on Chinese companies and industries, enters the thin film solar cell market in China by partnering with ULVAC, Inc. of Japan. ULVAC is a leading solar cell manufacturer headquartered in Chigasaki, Japan. ULVAC’s President and CEO is Mr. Hidenori Suwa. TCCMI’s Managing Directors are Messrs. Charles E. Johnson and Chi-Jen Frank Liu.

ULVAC, CSP and its affiliate Tano China Private Equity Fund II signed a Strategic Alliance Agreement in Chigasaki on October 17, 2007. The objective of the Strategic Alliance is to collaborate to enhance ULVAC’s position as a leading provider of thin film photovoltaic (PV) production lines worldwide and CSP’s position as the leading thin film solar cell manufacturer in China. CSP has selected Yantai, in Shandong Province in Northwest China as the site of its first manufacturing facilities.

The PV Production Lines supplied by ULVAC utilize Generation 5 (G5) sized glass substrates (1100 x 1400 mm) designed for full-scale solar power generation plants. The lines are first of a kind large-sized manufacturing lines to be produced in China for the Chinese and worldwide markets. The plant will initially produce modules based on single junction amorphous silicon (a-Si) technology with an annual capacity of about 50 MW. CSP will quickly transition the production lines to produce tandem junction modules with a higher-efficiency rating. The annual capacity for the line with the higher efficiency module is expected to increase from 50 MW to approximately 64MW in 2010.

The lines will incorporate plasma-enhanced chemical vapor deposition (PE-CVD) equipment, laser scribers, sputtering equipment and encapsulation equipment. ULVAC will install and commission the production lines at CSP’s Yantai plant and train CSP’s operations personnel.

ULVAC has invested approximately 3,000 million yen to set up a new thin film solar cell manufacturing demonstration line utilizing G5 size substrates at its Chigasaki headquarters. ULVAC has already started experimenting with real substrates and plans to operate fully by November 2007. ULVAC’s demonstration line can manufacture and evaluate a-Si thin film solar cells as well as a-Si/μ-c Si tandem structure thin film solar cells stacked with μ-c Si films. The latter generates higher power generation efficiency of at least 9%.

Since the early 1980s, ULVAC has supplied manufacturing equipment for solar cells largely to domestic Japanese companies. Since 1990, Flat Panel Display (FPD) manufacturing equipment technology and in particular TFT-LCD technology, has rapidly evolved and added value to solar cell manufacturing equipment. This has led to greatly increased market demand worldwide for solar cell manufacturing lines. ULVAC has supplied not only the solar cell manufacturing lines but also installation and commissioning of the lines and training for customer personnel.

•China Solar Power Ltd
China Solar Power Ltd was founded in 2007 as a solar cell manufacturing company specializing in thin film technologies. It is sponsored by Tano China Capital Management, Inc., a private equity investment management company jointed owned by Tano Capital, LLC (Mr. Charles E. Johnson of the U.S.) and an investment group headed by Mr. Chi-Jen Frank Liu of Taiwan.

•Tano China Private Equity Fund Ⅱ L.P.
Limited partnership organized in 2007 under the laws of the Cayman Islands whose primary focus is on investing in Chinese companies and industries

•ULVAC, Inc.
Date of Foundation: August 23, 1952
Capital: 13,467,790,000 Yen
Consolidated Net Sales: 212,500,000,000 Yen(June 2006)
CEO: Hidenori Suwa
Location: 2500 Hagizono, Chigasaki, Kanagawa, 253-8543
ULVAC

Asia Pulse, November 19, 2007 Monday 2:27 PM EST


Ulvac Inc. (TSE:6728) is gearing up to mass produce manufacturing equipment for thin-film solar cells.

The company spent 3 billion yen ($27US.2 million) to build a dedicated production line for the manufacturing equipment in its main plant in Kanagawa Prefecture. Installation was completed in September. At present, mass production of solar cells is being tested and production quality is being confirmed.

The equipment uses glass substrates of 1.1 x 1.4 meters from which solar cells capable of generating 100 watts of electricity can be produced.

Ulvac has already clinched orders for two Taiwanese solar cell producers, and two sets of integrated manufacturing systems have also been ordered by a Chinese solar cell producer.

Ulvac plans to turn out 20 sets in the year ending June 2012 and aims to boost sales to 100 billion yen.

Although less efficient than conventional solar cells, thin-film solar cells are in demand because they use less silicon and thus are cheaper to produce.

(Nikkei)
PV in Japan: Ulvac's thin-film push, Kyocera takes orders

November 21, 2007 - Ulvac is gearing up for mass production of thin-film solar cells, having spent 3B yen (~$27.2M) for a dedicated production line at its main plant in Kanagawa Prefecture, where after equipment installation in September, production is currently being tested and quality confirmed, notes the Nikkei Business Daily. The equipment utilizes 1.1m x 1.4m glass substrates, from which about 100W worth of solar cells can be produced.

The company already has orders in hand from two Taiwan solar cell producers, plus two sets of systems going to a Chinese solar cell firm. About 20 units are planned to be produced by the year ending 2012, with sales topping 100B yen (~$901M), the paper notes.


Meanwhile, Sekisui Chemical, a resin processor and prefabricated-home builder, is diversifying its sources of solar power systems, now aiming to buy 30% of its needs from Kyocera in addition to longtime supplier Sharp, notes the Nikkei daily. Sharp's monocrystalline cells cost about 2M yen ($18K) to install in a typical single-family home, while Kyocera's polycrystalline systems should cost about 3.5% less, the paper notes.
HelioVolt on Nanosolar's Heels
Less than a week after Nanosolar announced it had begun thin-film production, another copper-indium-gallium-selenide company selects a location for its first factory.
by: Jennifer Kho
Bullet Arrow December 20, 2007
Vinod Khosla
HelioVolt's CIGS can be incorporated into roof tiles and building materials, making the solar technology invisible and the benefits it offers cheap.
Source: National Renewable Energy Laboratory
Advertisement

In another sign of growth for thin-film solar, HelioVolt Corp. on Thursday said it has pinned down a location for its first manufacturing facility.

The 20-megawatt factory, expected to begin production next year, is slated for the Expo Business Park in Austin, Texas. In October, HelioVolt -- also based in Austin -- closed a $101 million Series B round of venture-capital funding, which it will use to finance the construction (see HelioVolt Gets More Cash for Thin Solar).

"We are delighted to be entering the next stage of growth with our first factory," HelioVolt CEO B.J. Stanbery said in a written statement.

The details about HelioVolt's thin-film plant come on the heels of an announcement earlier this week that Nanosolar had begun production of its first commercial thin-film panels (see Nanosolar Begins Production).

Thin-film solar technologies use little or no silicon, a potential advantage in today's worldwide shortage of solar-grade silicon. Instead of slicing wafers of silicon crystals to make solar cells, thin-film companies coat plastics, glass or other substrates with thin films of material that convert sunlight into electricity.

Advocates say such technologies could drastically reduce the cost of solar power. But in spite of decades of research, thin films had proven difficult to produce cost-effectively until last year, when First Solar churned out 60 megawatts of cadmium-telluride films.

In 2006, thin-film solar grew from 5.8 to 7.5 percent of the worldwide solar-electric equipment production, according to a report by Greentech Media Research and the Prometheus Institute. The report projected that thin films would continue to gain market share, reaching about 20 percent by 2010, making up 2.5 gigawatts of capacity and nearly $5 billion in module sales.

Still, many thin-film technologies -- including cadmium-telluride -- have lower conversion efficiencies than traditional solar cells, meaning they convert sunlight into electricity less efficiently (see Does Going Organic Require Exaggeration?).

HelioVolt and Nanosolar are among the companies pursuing a copper-indium-gallium-selenide (CIGS) film, a technology which has converted sunlight into electricity more efficiently than other thin-film technologies in tests.
Nanosolar said Tuesday it has begun production at its San Jose, Calif., facility and has shipped its commercial thin-film panels to its first customer, Beck Energy.

The thin-film startup also announced that it has been selected to supply its Nanosolar Utility Panels for a 1-megawatt solar-power plant, being put together by Beck, on the site of a former landfill in eastern Germany.

"This is the first time that a solar-electricity cell and panel have been designed entirely and specifically for utility-scale power generation," Nanosolar CEO Martin Roscheisen said in a written statement. "It will set the standard for green power generation at utility scale."

On the Web site, Roscheisen called the news "a major milestone" helping to define the industry and said the company had had to overcome what "appeared to be mile-high concrete walls in our path" during five years of product development to get to this point.

Roscheisen claims Nanosolar's copper-indium-gallium-diselenide panels are the world's most efficient and lowest cost thin-film panels and have the lowest accompanying balance-of-system costs (the nonpanel costs, including installation).

He didn't give a number for the efficiency of the panels, but wrote that the panels deliver five times the electric current of any other thin-film panel on the market today.

He added that Nanosolar could profitably sell solar panels for as little as 99 cents per watt, but didn't give information about the price range Nanosolar actually expects to offer -- instead saying that pricing will be based on supply and demand "as in any business."

"Some market segments require lower price points that others," he wrote in an e-mail. "You're going to see a mix of prices. As we ramp volume, you're going to see lower and lower prices in the marketplace. In general, we have no interest in starting a price war with First Solar."

Instead of slicing wafers of silicon crystals to make solar cells, thin-film companies coat plastics, glass or other substrates with thin films of material that convert sunlight into electricity. Thin films can potentially use far less photovoltaic material, an advantage during a worldwide shortage of solar-grade silicon.

But in spite of decades of research, thin films had proven difficult and expensive to produce and had gone nowhere for years. Then companies began bringing new technologies from other high-tech areas, such as semiconductors, and production began growing last year.

Nanosolar isn't the first thin-film company to reach the market.

Last year, First Solar churned out 60 megawatts of its cadmium-telluride cells, becoming the largest solar producer in the United States, according to Travis Bradford, president of the Prometheus Institute, a Greentech Media Research partner (see Thin Films Lead U.S. Solar Production). The company has since grown its annual capacity to 210 megawatts and has announced plans to add another 480 megawatts of capacity (see Thin-Film Solar Production to Leap Forward).

And United Solar Ovonic and Schott Solar are among those producing amorphous-silicon films. United has the capacity to produce 28 megawatts and Schott, which announced that it began production last month, expects to have the capacity to produce up to 33 megawatts by next year (see Thin-Film Solar Gets Another Boost).

But Nanosolar is among the first to market with copper-indium-gallium-diselenide, which is potentially more efficient than other thin-film materials. The company also said last week it was nearing production at its German facility (see Nanosolar Chooses German Town for Solar Plant).

"This could signal the beginning of thin-film solar's ascension -- earlier than most people anticipated," said Eric Wesoff, a senior analyst at Greentech Media.

Wesoff said the efficiency of the units is important to know, but added that if Nanosolar can really sell the panels and make a profit at 99 cents per watt, then Roscheisen and his investors "have kicked absolute ass."

"They have tamed an ornery materials system, scaled up a tricky new manufacturing process and opened a hungry sales channel," he said. "Despite the naysayers -- myself included -- and technical challenges, if these panels ship at the right price in 2008, Nanosolar is a tribute to Silicon Valley technologists and entrepreneurs and VC risk takers."

If things go well, Wesoff also said he would expect a liquidity event in 2008 or 2009. But Nanosolar isn't out of the woods yet, he added.

"On the other hand, these first three commercial units might be conspicuous [in] their lonesomeness and their rarity worthy of an eBay collectible if a lot of things don't go right as they scale to volume production," he said.

One of the company's first three commercial panels is being auctioned on eBay, with the proceeds going to charitable causes.
Hi Meinolf,

großartiger Thread! Danke dafür.

Bei Antec und Inventux ist eine indirekte Beteiligung über die börsennotierte Capital Stage möglich.

Als Zulieferer für CIS will sich in Zukunft Centrotherm etablieren.

Dazu folgendes aus einer Centro-Analyse:

Besides the wafer-based business, centrotherm is also planning to offer a turn-key 30MW CIS
thin-film fab with guaranteed module efficiencies. Such a solution is currently unrivalled. We note
that it was mainly the efficiency guarantee that led to centrotherm photovoltaics’s prime market
position in wafer-based solar five years ago. At that time, the company started with 13.7%
conversion efficiency at SolarWorld Deutsche Solar and Q-Cells. Demand for a turn-key line
should be high as the technology avoids the expensive polysilicon and the production technology
is tough to master for new entrants. Solartech’s subsidiary Sunshine is centrotherm’s first
customer for this product offering and has placed a €40m order.
However, this could also pose a big risk to centrotherm photovoltaics as it has so far only
supplied CIS equipment to Berlin-based Hahn-Meitner institute and its spin-off Sulfurcell.
Established players like Avancis (Shell & Saint Gobain), Showa Shell, Solibro, or Würth Solar
needed many years of development to reach a stable production on a bigger scale. Recently,
also Johanna Solar had to admit delays in its production ramp-up. Nevertheless, we believe it
only a question of time until the manufacturing know-how transfers from the producers to the
equipment suppliers, as has happened in nearly all of the wafer-based equipment and
amourphous silicon thin-films.


Company Technology Capacity target 2008 (MW)

Ascent Solar CIS 1.5
Avancis CIS 20
DayStar Technologies CIGS 20
Global Solar Energy CIS 30
HelioVolt CIS n.a.
Honda CIS 27.5
Johanna Solar CIGSSe 30
Miasole CIS 50
Nanosolar CIGS n.a.
Odersun CISCuT 5
Showa Shell CIS 20
Solibro CIGS 30
Sulfurcell CIS 5
Würth Solar CIGS 30
Antwort auf Beitrag Nr.: 32.852.022 von MontPelerin am 23.12.07 13:04:42Bei Antec und Inventux ist eine indirekte Beteiligung über die börsennotierte Capital Stage möglich.

Bei Antec auch über die Ecovest AG (WKN 685820).
s. http://www.schnigge.de/quote-center/telefonhandel-kurse.html
Wann denkt ihr kommt eine Kurskorrektur?
Antwort auf Beitrag Nr.: 32.854.265 von Snakedevil am 23.12.07 16:47:07bei dieser Aktie gibt es keine korrektur!! :laugh:
Oerlikon Solar Expands in Asia-Pacific, European Markets
1 02, 2008 16:57
Nikkei Electronics Asia

Oerlikon Solar said it has been awarded contracts by Taiwan's Auria Solar Co Ltd with a 60MWp thin-film solar module production line and Italy's Pramac SpA with a 30MWp thin-film solar module production lines.

These production lines include Oerlikon Solar's micromorph tandem technology that combines two different silicon materials - amorph and microcrystalline - boosting energy conversion efficiency levels by up to 50% compared to traditional amorphous single cells.

The agreement marks the company's second major contract in Taiwan in 2007.
With the Auria Solar contract, Taiwan will exceed a total production capacity of 100MWp. As the company's first contract in Italy/Switzerland, it also marks the first time for Oerlikon Solar's Swiss manufacturing technology to be produced in Switzerland.
Hi an alle
Kennt einer von euch noch eine Aktie die genau so viel wachspotenzial hat wie First Solar?
das wäre net von euch
Danke:kiss:
Jan 04, 2008

Tatung Corp., United Microelectronics Corp. (UMC) and CMC Magnetics Corp. will start putting their thin-film solar-cell ventures into volume production soon in 2008, becoming Taiwan's top three suppliers of the cells.

CMC's Sun Well Solar Corp. is expected to become the first of the three to begin the volume production, with its production date
set in April. The company will fit itself out with two production lines in the initial stage, turning out 40 megawatts of cells a year. It has ordered the equipment from some international heavyweight suppliers.

Sun Well estimates its revenue for 2008 at NT$4 billion (US$125 million at US$1:NT$32) and expects to turn profitable in 2009.

Sun Well is planning to upgrade its cell's photovoltaic conversion ratio to 12% from barely 10% and boost its output to one gigawatt of cells in 2012, making it tie with No.1 player Sharp.

Tatung's Green Energy Technology Inc. began photovoltaic business with crystalline-ingot production and has recently expanded into thin-film solar cell production. The company plans to install a production line some time in the first half of 2008 to turn out 30 megawatts of cells a year and boost the output to over 50 megawatts in 2009, when the company will likely begin making money.

Green Energy expected new business to help its revenue for 2008 soar past the NT$10 billion (US$312 million) land. The company's crystalline-ingot business now puts out 200 megawatts of products a year, becoming Taiwan's No.1 producer of the material.

Tatung is also eying wind-power business, making it one of the few Taiwanese household-appliance makers striding into clean-energy and information-technology sectors.

UMC's NextPower Technology Corp. is planning to begin volume production by the end of the second quarter of 2008. The company will double output to 25 megawatts by the end of 2008 from 12.5 megawatts planned for the initial stage.

Industry watchers pointed out that strained supplies of poly crystalline silicon, a major material for making solar cells, have inspired solar-cell makers to seek thin films as alternative to poly silicon. They noted that poly silicon has been bidden up to US$400 a kilogram in price.

Thin-film substrates, which are mostly made of plastic, glass or metal, use only one hundredth of the silicon volume that a poly silicon substrate requires, making them price competitive.

Cell-making equipment suppliers estimate thin-film business will likely create a market pie worth of over NT$100 billion (US$3.12 billion) a year for them once the film become a mainstream material. Currently, thin-film cells have taken up only a minor 3% of global solar-cell market.

According to the government-backed Industrial Technology Research Institute (ITRI), global demands for solar cells will post a compound average growth rate (CAGR) of 27.4% between 2006 and 2010. In 2010, global installations of the cells are estimated at 15,340 megawatts, or, by value, US$46.8 billion.

source & copyright: CENS
Fertigungslinien für Photovoltaik-Dünnschichtsolarmodule: Oerlikon Solar baut Marktposition aus
Ein Roboter entlädt mit einer Oerlikon-Anlage beschichtete Glasplatten

Ein Roboter entlädt mit einer
Oerlikon-Anlage beschichtete
Glasplatten


Oerlikon Solar (Trübbach, Schweiz), führender Anbieter von Micromorph-Tandem-Produktionslösungen für Dünnschichtsolarzellen, liefert Fertigungslinien mit einer Produktionskapazität von 60 Megawatt (MWp) an Taiwans die Auria Solar Co. Ltd. und mit 30 MWp an die in Italien ansässige PRAMAC SpA. Oerlikon habe mit diesen neuen Verträgen im Jahr 2007 insgesamt Solar-Produktionsanlagen im Umfang von über 650 Millionen Schweizer Franken (rund 297 Mio. EUR) in die Auftragsbücher gebucht, berichtet das Unternehmen in einer Pressemitteilung. Die modernsten Fertigungslinien enthalten die innovative mikromorphe Tandem-Technologie von Oerlikon Solar, welche zwei unterschiedliche Siliziummaterialien verbindet (amorph und mikrokristallin). Dadurch werde der Wirkungsgrad gegenüber traditionellen amorphen Einzelzellen um bis zu 50 Prozent gesteigert. Die abgeschlossen Verträge stellen Oerlikon Solars zweiten Großauftrag in Taiwan im Jahr 2007 und den ersten Auftrag in Italien/Schweiz dar. Erfreulich für Oerlikon Solar sei, dass die Produktionsanlagen der in Italien beheimateten Pramac im Kanton Tessin (Schweiz) angesiedelt werde. Die Schweizer Herstellungstechnologie von Oerlikon Solar werde nun zum ersten Mal in der Schweiz selbst in Produktion gehen. Mit dem Vertrag von Auria Solar werde Taiwan eine Gesamtproduktionskapazität von 100 MWp überschreiten.


Ziele für 2007 mit neuen Großaufträgen übertroffen

"Die Aufträge von Auria Solar und Pramac SpA unterstreichen unsere führende Position kosteneffiziente, vollautomatisierte Fertigungslinien für Dünnschicht-Solarmodule anzubieten. Mit diesen zusätzlichen Aufträgen hat Oerlikon Solar jetzt alle Ziele für 2007 übertroffen", kommentiert Jeannine Sargent, Vorstandsvorsitzende von Oerlikon Solar. Die kundenspezifischen Solarlösungen demonstrierten das wachsende Marktvertrauen in die Dünnschichtsilizium-Solartechnologie des Unternehmens. "Die Tatsache, dass es weltweit keinen anderen Hersteller von Produktionsanlagen für Solarmodule gibt, der an unsere hochmodernen Technologien herankommt, erlaubt uns unsere Marktanteile weiter auszubauen," so Dr. Uwe Krüger, Vorstand von Oerlikon.


Komplette Solarmodul-Fertigungslösung

Die hochmoderne Oerlikon Solar-Fertigungslinie erlaubt die Herstellung von Dünnschichtsilizium-Solarmodulen. Diese schlüsselfertige, durchgehende Fertigungslösung umfasst den gesamten Produktionsprozess, von der Glasreinigung und der In-Line-Inspektion bis zur Prüfung der fertigen Solarmodule. Ein zusätzliches Unterscheidungsmerkmal sei, dass Oerlikon Solar für die Inbetriebnahme der Anlagen und die effiziente Sicherstellung des Produktionsaufbaus ein Gesamtpaket inklusive Services anbiete. Beide Verträge enthalten nach Angaben des Unternehmens zudem die gesamte Oerlikon-Messtechnik zur Qualitätskontrolle, das "Back End" der Modulherstellung und die eigene Prozesstechnologie. Von höchster Bedeutung seien die von Oerlikon Solar patentrechtlich geschützten TCO-Schichten. Diese spielten beim Lichteinfang in die dünne photovoltaische Schicht eine zentrale Rolle und optimierten so den Wirkungsgrad. "Diese einzigartigen Eigenschaften verbessern die Leistung der Solarmodule und reduzieren direkt die Kosten pro Watt peak", heißt es in der Pressemitteilung.

"Die Kundennachfrage für Solarmodule wächst rasch. Das setzt innovative und bewährte Technologien, schlüsselfertige Lösungen und Kundenservice voraus, der uns erlauben wird, die Produktion so schnell und effizient wie möglich zu steigern", sagte Dr. Tsai, CEO von Auria Solar. "Oerlikon Solar bietet die stärkste Kombination dieser Qualitäten an und hat mehrfach bewiesen, dass sich ihre Anlagen nicht nur in der Praxis bewährt haben, sondern dass sie auch fähig sind, die Systeme zeitgerecht zu liefern", so Tsai weiter.

"Wir haben diese wichtige Investition getätigt, weil wir fest an erneuerbare Energie glauben", sagte Paolo Campinoti, Geschäftsführer von Pramac. "Es handelt sich dabei nach wie vor um einen jungen Markt, der uns erlaubt, großes Wachstum zu erzielen. Die neue Technologie, die wir anbieten, wird niedrigere Kosten und höhere Erträge liefern, als die traditionellen Systeme. In unseren Augen ist dies ein wichtiger Schritt unserer konsequenten Geschäftsentwicklung und eine zusätzliche Bestätigung dafür, dass wir die Versprechen, die wir anlässlich des Börsenganges gemacht haben, jetzt einlösen," so Campinoti.

07.01.2008 Quelle: Oerlikon Solar
ULVAC Production Lines To Support Taiwan-Based Thin-Film PV Operation
in News Departments > Projects & Contracts
by SI Staff on Monday 07 January 2008
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Gueishan, Taiwan-based Fortune Group is establishing an affiliated company, Sunner Solar Corp., to start production of thin-film solar cells in summer 2008 in Taiwan. To commence operations, the company has concluded a package contract for the purchase and introduction of thin-film production lines with Japan-based ULVAC Inc.

Sunner Solar says it expects to increase production within three years by expanding in China, to achieve a total production scale of 100 MW. ULVAC will participate in this expansion with its thin-film solar cell technology incorporating a tandem structure with a microcrystal (u-Si) layer.

The company adds that it will use fifth-generation glass substrates in production lines composed of a thin-film formation process, including CVD, laser processing and sputtering systems, and a subsequent assembly process. ULVAC will supply the equipment and start-up production training.
SCHOTT Supplies First Shipments From New Thin-Film Factory
in News Departments > Products & Technology
by SI Staff on Thursday 10 January 2008
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SCHOTT Solar says its sales partners have received their first deliveries of the new SCHOTT ASI 86 thin-film solar modules, produced at the company's new manufacturing facility in Jena, Germany.

"The production quantities for 2008 are almost all sold already," says Michael Schmidt, sales manager at SCHOTT Solar. "We have to thank our sales partners for their support and the trust they've placed in us."

The SCHOTT ASI 86 is well-suited for large roofs and open spaces, and produces around 86 W of nominal power output. Especially with a less favourable roof orientation and in warmer regions, the ASI modules produce a higher energy yield than crystalline modules, the company says. Convenient installation is also a positive economic factor, SCHOTT adds. The ready-to-use, lightweight ASI 86 glass foil modules are designed for simple and inexpensive system integration.
Antwort auf Beitrag Nr.: 33.010.855 von meinolf67 am 10.01.08 18:59:13
Wissen wir da etwas über den Anlagenbauer oder macht Schott alles selbst?
Antwort auf Beitrag Nr.: 33.011.036 von MontPelerin am 10.01.08 19:11:17Schott ist meines Wissens der erste Oerlikon-Kunde; dann kam ErSol,

irgendwann API (wer weiß noch wer das war?),...
Antwort auf Beitrag Nr.: 33.012.665 von meinolf67 am 10.01.08 21:08:00
Ja, so steht es ja auch in allen Übersichten in diesem Thread. Manchmal bin ich blind... :rolleyes:


Unaxis Solar erhält weiteren Großauftrag
Die Solar-Sparte des schweizerischen Mischkonzerns Unaxis Holding AG (ISIN CH0000816824/ WKN 863037) hat von der deutschen SCHOTT Solar GmbH einen Großauftrag erhalten.


Wie der Industriekonzern am Dienstag bekannt gab, beinhaltet das Abkommen die Lieferung von zwei integrierten Produktionsanlagen (KAI 1200 PECVD) und der dazu gehörigen Laser Scribing Systeme. Unaxis Solar liefert dabei sowohl die kompletten Fertigungsanlagen als auch das komplexe Prozess-Know-how, das für die Produktion der Solarmodule mindestens ebenso wichtig ist wie die maschinelle Hardware, teilte der Konzern weiter mit.

Das Auftragsvolumen wurde auf 50 Mio. Schweizer Franken (CHF) beziffert. Damit konte Unaxis Solar bereits innrerhalb kürzester Zeit den zweiten Großauftrag verbuchen. Zuvor hatte die ErSol Solar Energy AG (ISIN DE0006627532/ WKN 662753) einen Letter of Intent (LOI) über Fertigungsanlagen für Silizium-Dünnschichtmodule mit Unaxis Solar unterzeichnet.


zu API:

Pfäffikon SZ, December 6, 2006 - Oerlikon Solar has been awarded a contract totalling CHF 320 million from German API GmbH in Offenbach. The order includes eight Kai 1200 systems, 40 laser scribing and 16 TCO systems as well as the associated processing equipment. Oerlikon Solar will supply turnkey production systems with an annual produced capacity of 160 MW. API will use these systems to construct the largest European plant for the manufacture of thin-film solar modules in Germany. API is backed by a group of Saudi investors who are entering the future market of thin-film solar power with this initial investment.

The expansion of Oerlikon's new solar business is exceeding all expectations. This division, which was only founded in early 2006, has already posted major orders from Schott Solar GmbH as well as ErSol Thinfilm GmbH with an order volume of over CHF 100 million. "The present order brings us into entirely new dimensions, both in sheer investment volume as well as in the customer base," says Thomas Limberger, CEO of Oerlikon. "This order also demonstrates the potential of Oerlikon thin-film technology, with its powerful growth rate and profit margins high up in the two-digit range."

...usw...


API ist eigentlich recht interessant, weil es so ein ganz klassisches Turn-Key-Ding ist. Viel Geld und sonst nichts. Meinolf, Du siehst ja solche Projekte kritisch, wie ich weiß. Anhand der weiteren Entwicklung von API könnte man ganz gut sehen, wie groß die Schwierigkeiten für branchenframde Investoren ohne eigenes Technologie-know-how sind.
Derzeit weiß ich aber über API eigentlich gar nichts. Der Auftrag für Oerlikon war jedenfalls wirklich fett.
Antwort auf Beitrag Nr.: 33.014.991 von MontPelerin am 11.01.08 07:49:35Also ich denke, API war nur heiße Luft.

Man hat nie wieder was von denen gehört.
11.01.2008 08:04
Oerlikon to set up solar panel facility in Singapore

ZURICH (Thomson Financial) - OC Oerlikon Corporation AG (News/Aktienkurs) said it will set up a solar panel facility in Singapore, a move that the Swiss industrial group said will boost its presence and proximity to customers in Asia.

The facility will be the second solar panel facility after the one set up at its its headquarters in Switzerland.

The facility will initially employ approximately 100 people and is planned to be completed within a year.

Oerlikon's solar unit's sales have exceeded this years planning and are expected to rise to more than 700 mln sfr in 2008, with growth rates exceeding 50 pct over the next years, said the group.

According to market forecasts, Asia is expected to become one of the leading areas for solar panel production.
Antwort auf Beitrag Nr.: 33.016.341 von meinolf67 am 11.01.08 10:19:40
Ich weiß nicht... ich würde die noch nicht abschreiben. Der Auftrag an Oerlikon ist noch nicht sehr alt und vielleicht kann man aus dem Oerlikon-Geschäftsbericht für 2007 dann etwas ableiten. Der müsste Ende März kommen.

Jedenfalls hatte Oerlikon zum Halbjahr 2007 in der Solarsparte 127 Mio. Franken Umsatz abgerechnet und zum Jahresende wollen sie 300 Mio. erzielen - davon die Masse im vierten Quartal (zum dritten Q gabs keine Details).

Da könnte ja einiges von API bei sein - ein Jahr nach Auftragserteilung - nicht sehr schnell, aber realistisch.

Jedenfalls denke ich, dass die Scheichs bei einem so hohen Einsatz Erfolg haben wollen - sie hätten dafür verdammt viele Rennpferde kaufen können. ;)

Also, ich meine, wir hören 2008 bestimmt was von API - aber holprig wirds wahrscheinlich schon. Die geplante Dimension ist aber auf jeden Fall relevant.
Ob sich diese Sorgen vor allem auf CIGS beziehen? Ich könnte mir vorstellen, dass CdTe relativ schnell ein Ressourcenproblem bekommt, während CIGS doch für ein paar dutzend Gigawatt gut sein könnte.


BOSTON, Jan 15, 2008 (Thomson Financial via COMTEX) -- AMAT | news | PowerRating | PR Charts -- Semiconductor capital equipment companies are facing a weak capital spending environment, according to Pacific Crest Securities, which said Applied Materials Inc. could benefit from better-than-expected flat-panel-display business and progress in its solar efforts.

"While we have several long-term concerns about Applied Materials' solar strategy, we believe the stock could move up meaningfully on positive solar news at the company's analyst event on Jan. 17," Pacific Crest said.

The firm suggested such news could include new contracts for Applied's SunFab thin-film line, meaningful progress against milestones for its first SunFab, the formal introduction of roll-to-roll or other new solar technology, or solar cost-per-watt progress toward $1 per watt.

Pacific Crest said investors with a short-term horizon may do well to buy shares ahead of Applied's analyst event because downside risk is limited and the stock may benefit from flat-panel-display strength and solar progress.

However, Pacific maintained a sector perform rating on the stock because it is concerned that Applied may be focusing on the wrong approach to solar in the long term. The firm said it fears the company's SunFab line may not be cost-competitive with other emerging thin-film solar technologies, which could affect the long-term health of its solar division.

Shares of Applied Materials, a Santa Clara, Calif.-based manufacturer of semiconductor fabrication equipment, rose 31 cents to $16.71. Greg Saulnier gs/vj
Einer weniger?

Oder will man nur die Altlasten einer unrühmlichen Vergangenheit entsorgen und neu anfangen?



Hamburg (aktiencheck.de AG) - Die Capital Stage AG (ISIN DE0006095003 / WKN 609500), Hamburg, gibt bekannt, dass ein Unternehmen ihres Beteiligungsportfolios, die ANTEC Solar Energy International AG, Arnstadt, einen Antrag auf Eröffnung des Insolvenzverfahrens beim Amtsgericht Erfurt gestellt hat.

Die Capital Stage AG ist mit 23,6% an der ANTEC Solar Energy International AG beteiligt. An einem Fortführungskonzept wird derzeit gearbeitet. Sollte das Fortführungskonzept nicht erfolgreich umgesetzt werden können, könnte eine vollständige Wertberichtigung erforderlich werden.
Chinese solar firm plotting IPO
Qiangsheng Photovoltaic Technology Co Ltd signals plans for $250m IPO

BusinessGreen Staff, BusinessGreen, 24 Jan 2008
China-based thin film solar panel manufacturer Qiangsheng Photovoltaic Technology Co Ltd has become the latest renewable energy firm to signal an interest in a stock market floatation as it seeks to fund its expansion plans.

According to Reuters' reports, the company is planning a $250m Nasdaq IPO later this year or early next. Company chairman Sha Xiaolin said that a listing represented the "only way to fulfil our expansion ambition".

The company, which manufactures thin film solar cells and panels that require significantly less costly silicon than conventional systems, recently opened its first production line boasting a capacity of 25MW a year, but aims to produce 500MW a year by 2010.

Despite the current stock market volatility, the company said that it was already in talks with European and US banks about underwriting its IPO and was confident it would float by "the first quarter of 2009 at the latest".

Thin film solar technologies have attracted considerable investor interest in recent years as supply constraints have caused an increase in the price of silicon.

"There's much more room to make profits for thin-film cell makers, than silicon-based ones," Xiaolin told Reuters, adding that the company expects to generate $10 million in net profit this year, rising to $50 million in 2009.
CIGS


Global Solar Energy claims new CIGS performance and manufacturing figures Print E-mail
Monday, 28 January 2008
ImageGlobal Solar Energy has claimed that in December, 2007 it became the first Copper Indium Gallium diSelenide (CIGS) thin-film solar manufacturer to achieve an average of 10 percent solar cell efficiency on a flexible substrate over ‘several production runs.’

“A number of CIGS thin film companies have exceeded 10 percent efficiency in the lab or in individual cells, but achieving 10 percent average solar cell efficiency over the course of several sustained, continuous production runs is a significant achievement,” said Dr. Jeffrey Britt, Ph.D., Vice President of Technology at GSE. “This is the culmination of three full years of being in production and evolving our proprietary production techniques to continuously improve the efficiency and output of our production.”

The CIGS manufacturer said that it also manufactured and shipped 4MW of photovoltaic products worldwide in 2007, which was a new record for the company since starting production in 2004.
Moser Baer plans 600 MW Thin Film PV capacity with an estimated investment of over $ 1.5 bn

Saturday, February 09, 2008 : Moser Baer India Limited today announced that its wholly owned subsidiary, PV Technologies India Limited, has signed a Memorandum of Understanding (MoU) with a leading global equipment supplier to secure supply of critical equipment for a 565 MW phased expansion of its Thin Film photovoltaic modules manufacturing capacity, which together with the current project capacity of 40 MW will take the total manufacturing capacity to over 600 MW by 2010.

Ravi Khanna, CEO, PV said, “Leaders in the PV industry will continue to emerge on the strengths of rapid scale up and technology differentiation. We see an increasingly significant role for Thin Film technologies in meeting peaking power requirements and now aim to be a significant player in this arena.”
Thin film solar modules are ideal for energy farms, rural applications and building integrated Photovoltaic markets. Photovoltaic modules based on large area Thin Film technology provide a path to cost parity between solar generation and grid power. According to market estimates, the Thin Film based solar modules will see large emerging applications and a robust demand that, according to industry estimates is expected to grow ten fold from 250 MW currently to 2GW with a market size of $5 bn by 2010.
Übermorgen -am 13.Febr.- sollen doch die Zahlen kommen. :eek:

Was meint ihr ? :confused:

Top oder Flop ? :rolleyes: :D
Applied scheint wirklich gut unterwegs zu sein...


Magdeburg/Osterweddingen. Die E.ON AG, Düsseldorf, und die Schüco International KG, Bielefeld, gaben den Startschuss zum Bau einer Produktionsanlage für Solarmodule in Magdeburg/ Osterweddingen. Den Grundstein für das neue Werk der Malibu GmbH & Co. KG (an der Schüco und E.ON mit je 50 Prozent beteiligt sind) legten gemeinsam Wirtschaftsminister Dr. Reiner Haseloff, Magdeburgs Oberbürgermeister Dr. Lutz Trümper, Bürgermeister Erich Wasserthal (Sülzetal-Osterweddingen), Dirk U. Hindrichs (Schüco) sowie die Malibu-Geschäftsführer Markus Ewert und Konrad Kaiser. Bereits ab Herbst 2008 sollen hier neuartige, sogenannte „Dünnschichtmodule“ zur Stromerzeugung produziert werden. Mit dieser Investition in Höhe von 100 Mio. Euro werden rund 150 neue Arbeitsplätze am Standort Osterweddingen geschaffen. Am Standort Bielefeld kommen nochmals 30 Forschungs- und Entwicklungsplätze hinzu.

Das neue Werk entsteht derzeit auf einer Fläche von rund 100.000 Quadratmetern, dies entspricht rund 14 Fußballfeldern, und ist ver-kehrsgünstig an der Autobahn A14 gelegen. Bereits ab Herbst 2008 sollen hier bis zu 5,7 Quadratmeter (2,20 x 2,60 Meter) große Photovoltaik-Module der Marke Schüco mit einer Leistung bis zu 460 Watt entstehen. Die Jahreskapazität der Anlage beträgt 40 Megawatt (MW). Herzstück der Anlage ist eine Maschine des amerikanischen Unternehmens Applied Materials. Applied Materials ist der weltweit führende Maschinenhersteller für die Abscheidung von aktiven Schichten.

Click here to find out more!

Klares Investitionsziel

Zukünftig sollen auch Gebäude einen größeren Beitrag zum Klimaschutz leisten. Schließlich verbrauchen sie mehr als 30 Prozent der gesamten Energie – allein in Deutschland. Maßnahmen zur Energieeinsparung in Kombination mit klimaneutraler Sonnenenergie tragen erheblich dazu bei, den Kohlendioxid (CO2)-Ausstoß nachhaltig zu senken.

Schüco, Spezialist für die Integration von Photovoltaik in modernste Metall-Glas-Fassaden, und die E.ON AG, wollen deshalb die Nutzung des Sonnenstroms künftig wirtschaftlicher machen. Die dazu im Sommer 2007 gegründete Gesellschaft Malibu will die besonders aussichtsreiche Dünnschichttechnologie weiter vorantreiben, so dass sich das Kosten-Nutzen-Verhältnis bei der Integration von Dünnschichtmodulen in die Fassade eines Hauses entscheidend verbessert. Schüco und E.ON sehen ein großes Potential vor allem bei Büro- und Verwaltungsgebäuden, die über zahlreiche Flächen verfügen, die für Photovoltaik genutzt werden können. Malibu soll diese effizienteren Dünnschichtmodule in Bielefeld selbst weiter entwickeln und in Osterweddingen herstellen.

„Immer mehr Architekten beschäftigen sich mit den neuen ästhetischen Möglichkeiten, aber auch mit dem klimaneutralen Beitrag der Solarenergie. Ich bin sicher, dass Solaranlagen bereits in naher Zukunft zum natürlichen Erscheinungsbild eines Gebäudes gehören werden. Mit unserer umfassenden Vision ‚Energy² - Energie gewinnen und Energie sparen’, tragen wir diesem Prozess bereits heute Rechnung“, so Dirk U. Hindrichs, geschäftsführender und persönlich haftender Gesellschafter der Schüco International KG.

Dr. Markus Ewert, Geschäftsführer Malibu: „Die Kraft der Sonne so effizient wie möglich nutzen – das ist das Credo von E.ON als Partner in der Malibu-Solarstromproduktion. Wenn wir die Potenziale der innovativen Dünnschichttechnik konsequent ausnutzen, kann Solarstrom ein wichtiger Teil der Energieversorgung moderner Gebäude werden.“
13.02.2008 15:01
OC Oerlikon to provide turnkey solution for Italian co Pramac's solar plant

ZURICH (Thomson Financial) - OC Oerlikon Corporation AG (News/Aktienkurs) said it has signed a deal with Italian firm Pramac SpA (News) to provide a turnkey technology solution for the latter's solar module production plant at a site near Lugano.

The annual capacity of the plant will be 30 megawatt peak, with expansions planned for the coming years, the Swiss industrial group said.
Moser Baer to invest over $1.7 billion in expanding thin film photovoltaic capacity
By Surojit Chatterjee
Posted 13 February 2008 @ 10:44 pm EST


NEW DELHI - One of the world's largest manufacturer of optical and magnetic storage, New Delhi-based Moser Baer India is set to invest over $1.7 billion (Rs.6900 crore) in expanding its thin film photovoltaic (PV) capacity by 565 megawatt (MW).

A market leader in making PV modules, Moser Baer Photo Voltaic (MBPV) Technologies, a wholly-owned subsidiary of Moser Baer India, has signed a memorandum of understanding (MoU) with a US-based equipment supplier to secure supply of critical equipment for phased expansion of its thin film PV modules manufacturing capacity in Greater Noida and Chennai.

The MoU will help to increase the company's current manufacturing capacity of 40 MW to 600 MW by 2010, a company official said, adding that the money for expansion will be raised through a mix of debt and equity.

The company will be targeting an annual capacity of 80 MW in the first phase, the official said.

Thin film PV modules use little to no silicon and are known to be less productive than traditional solar panels. Thin film modules are thin material layers ranging from fraction of a nanometer to several micrometers in thickness and are known to use a variety of light absorbing materials like cadmium telluride and are a cost-effective way of converting solar energy into power than the traditional method using crystalline or multi-crystalline silicon wafers.

Even though the efficiency of thin film solar modules is 50-70 percent lower than silicon wafers, the cost reduction can be as high as 50 percent through thin film. Moreover, thin film modules last longer in warmer climes like that of India.

"Leaders in the PV industry will continue to emerge on the strengths of rapid scale up and technology differentiation. We see an increasingly significant role for thin film technologies in meeting peaking power requirements and now aim to be a significant player in this arena," a company statement quoted Ravi Khanna, CEO, MBPV, as saying.

"Thin film solar modules are ideal for energy farms, rural applications and building integrated PV markets. PV modules based on large area thin film technology provide a path to cost parity between solar generation and grid power. According to market estimates, the thin film based solar modules will see large emerging applications and a robust demand that, according to industry estimates is expected to grow ten fold from 250 MW currently to 2GW with a market size of $5 billion by 2010," the company statement said.

And, the capacity expansion would make MBPV, which is seeking a 30 percent market share, a global market leader.

"Thin film solar modules are ideal for energy farms, rural applications and building integrated PV markets. PV panels based on large area thin film technology provide a path to cost parity between solar grid power," the company said in a regulatory filing.

According to a research report by BCC Research Analysis, the global PV market that stood at $12.9 billion in 2007, will grow to an estimated $16 billion by the end of 2008 and is projected to grow to $32.2 billion by 2012.

The rapid growth of PV market will be driven by the global demand for energy of all kinds, the potential problems of climate change, the renewable features of solar energy and improvements in PV technology and materials, it said.

Silicon technology, which accounted for about 89 percent of the PV market in 2007, will continue to dominate, but will represent only 79 percent of the market by 2013.

The research firm estimated that worldwide market for thin film raw materials was at $7.1 billion in 2004 and is projected to reach $13.5 billion by 2009. It said thin films, which accounted for 10 percent of the PV market in 2007, will grow at a 45 percent rate through 2013, driven by improvements in their efficiency and the advent of flexible substrates. Thin films will account for almost 19 percent of the global PV market by 2012, the report said.

MBPV has ambitions of being a major player in the PV business that helps solar energy, which could emerge as a hot business area in the coming years as concerns over global warming makes demand grow for alternative energy sources.

Last year, MBPV invested a lot in consolidating its leadership in the industry. In September it announced that it would set up a solar thin film PV fabrication facility in Chennai for $500 million. At that time, Deepak Puri, managing director, Moser Baer India, said that the total investment throughout India would rise to about $2-2.5 billion in a few years.

In November, the company said it would be investing $150 million in the coming financial year. It also announced that it was setting up a $25 million solar power project in the western state of Rajasthan with an estimated generation capacity of 1-5 MW.

In July, MBPV inked $880 million deal with the Norway-based REC Group for sale and delivery of high-quality, multi-crystalline silicon wafers by REC to MBPV over an eight-year period beginning 2008. REC Silicon and REC Wafer of REC Group are the world's largest producers of polysilicon and wafers for solar applications.

Earlier, MBPV inked a strategic sourcing deal with Deutsche Solar and also acquired a 40 percent equity stake in the Slovenia-based Solarvalue Proizvodnja d.d. which plans to set up a capacity of 4,400 ton solar-grade silicon by end-2008.

Moser Baer is not the only company that wants to enter the game. The shortage of silicon has led to a flurry of investments and interest in creating affordable thin film solar technologies.

Phoenix-based First Solar has proved itself to be one of the leading companies in the arena, particularly after it inked $1 billion in agreements with Babcock & Brown and Ecostream Switzerland last November. First Solar, which is already the largest solar producer in the United States, with a capacity of 60 MW, now has plans to add another 480 MW of capacity.

About Photovoltaic

Photovoltaics (PVs) produce electricity from a light source - sunlight, for instance. A basic photovoltaic, also known as a solar cell, is made by materials such as silicon and thin filaments, commonly used in the micro-electronics industry. Solar cells that are connected together mounted on a frame or platform are called PV modules.

MBPV makes both solar cells as well as modules.
Antwort auf Beitrag Nr.: 33.363.630 von meinolf67 am 14.02.08 09:47:09
Meinolf, das kann nur AMAT sein, oder?

Tja, die Kapazitäten... Wo ist die Bremse? Das Silangas vielleicht? Ist sicher nicht so schwer herzustellen, wie Solar-Si, oder?

Wenn es keine Bremse gibt, krachen uns die Margen doch zusammen.
Antwort auf Beitrag Nr.: 33.364.511 von MontPelerin am 14.02.08 10:43:20Also ich denke, Silan ist eher sogar schwerer als SI.

Margen: solange die Tandem-Zellen nicht funktionieren, mache ich mir über a-SI wenig sorgen.

FSLR finde ich auch deswegen so beeindruckend, weiil sie inzwischen bei 10,6% Wirkungsgrad sind.
Hi! habe gerade erst angefangen mich mit dem thema dünnschicht auseinanderzusetzen... deswegen schon mal sorry, falls meine fragen etwas dumm sind...
Welche TEchnologie erachtet ihr denn für am besten? nach allem was ich bisher gelesen habe scheint ja CIGS am besten zu sein. ABer zur Produktionsreif hat es ja wohl noch keiner gebracht...
Schlussendlich bleibt für mich ja die frage, in welches unternehmen ich investieren soll. Die anzahl der player im markt erscheint mir momentan unglaublich groß. Daher von mir folgender Gedanke: warum nicht in die produzenten der rohstoffe von CIGS investieren? was meint ihr dazu ?
was mir auch noch nicht klar ist: wenn CIGS marktreif wird und wirklich so günstig ist, dann wird es ja jeder nehmen. folglich sollte die rohstoffe (indium, gallium...) ja sehr gefragt sein und auch im preis steigen. dies würde dann aber wiederum doch die CIGS module wieder teurer machen, oder?
Ich bin etwas verwirrt von dem ganzen thema ehrlich gesagt..
Wer ist denn euer Favorit im CIGS bereich?

noch eine frage: welche rohstoffe sind umweltschädlich und müssen irgendwann teuer entsorgt werden? welche technologie ist unter diesem aspekt am günstigsten?
Oerlikon produziert ja auf silizium basis. die wissen vielleicht waruM?

so, würde mich über antworten sehr freuen.
mfg
Antwort auf Beitrag Nr.: 33.385.934 von Tefel am 15.02.08 20:09:52
Deine Fragen sind nicht zu dumm, sondern zu schwer. ;)

Ein Marktführer bei CIGS könnte(!) vielleicht(!) Nanosolar werden - schau Dir halt mal die Website an. Aber die sind nicht börsennotiert und werden es vermutlich auch lange nicht sein. Die bekommen ja genug Geld von den Google-Jungs. :(

Bei CIGS könnte vor allem Indium ein Problem sein, aber die Panikberichte, die man darüber hin und wieder liest, könnten falsch sein.

Habe gelesen, es gibt 3x mehr Indium als Silber, also wirklich riesen Mengen, nur die Gewinnung wird immer teurer, je mehr man braucht, denn man löst es vor allem aus Kupfer heraus. Ab einem bestimmten Preis lohnt sich das halt auch, wenn es nur in ganz geringen Mengen im Kupfer enthalten ist.

Ich glaube nicht, dass der Indium-Preis die CIGS-Produktion auf absehbare Sicht bremsen könnte.

Da es aber noch keine CIGS-Industrieproduktion gibt, ist derzeit Tellur vielleicht das spannendere Thema...

Wenn Du auf Dünnschicht setzen willst, ist es derzeit schwer. First Solar ist wahrscheinlich schon deutlich zu teuer - außerdem ist da das Tellur-Problem.

CIGS gibts nix, außer Ascent, die noch nicht mal ne Pilotlinie haben...

Vielleicht Centrotherm als CIGS-Maschinenlieferant (die haben da zumindest was in Arbeit).

Oder - und das ist meine beste Idee, so banal sie ist - Q-Cells - die haben alles an Dünnschicht, was es gibt - aber alles bisher nur Pilotlinien.

Suntech Power baut ab Mitte 2008 ein a-Si-Produktion auf. Da das eh ein tolles Unternehmen ist, wäre das auch ein Gedanke wert.

Die 2. First Solar? Tja, die such ich auch. Bisher vergeblich... ;)
Antwort auf Beitrag Nr.: 33.385.934 von Tefel am 15.02.08 20:09:52Wenn Du in Indium als Rohstoff investieren willst, schau' Dir mal Dowa an.

WKN 858423
Antwort auf Beitrag Nr.: 33.389.229 von meinolf67 am 16.02.08 00:21:04Hallo! vielen dank erst mal für die schnellen antworten zu diesem extrem spannenden thema!!

Was ist denn Tellur? wird in der technik von First solar verwendet? giftig?

Centrotherm hab ich auch schon überlegt. Auch Oerlikon macht auf mich einen guten eindruck.
Neben Ascent Solar, hab ich mir überlegt, könnte Aleo Solar was sein. Die sind ja an Johanna solar beteiligt. und diese Johanna solar scheinen ja auch recht weit zu sein... was meint ihr?

Im Dowa Thread war ich auch schon.
Falls man hier am Beginn der Kette investiert, stellt sich ja noch folgende Frage: Investiert man in die Rohstoffe selbst (es gibt jetzt ein "rare metal zertifikat von ABN") oder in die Unternehmen (z.b. Dowa) ? Kennt ihr euch mit dem verbrauch der rohstoffe beim bau der solarmodule aus? man müsste das vielleicht mal hochrechnen...
naja, konnte jetzt wenig beitragen. werde versuchen dran zu bleiben und evtl. mal was hochzurechnen. De facto, erscheint mir ein investment am beginn der kette evtl. die sichere variante zu sein. aber dazu müssen wir vielleicht wirklich mal ein paar zahlen und hochrechnungen anstellen.
mfg
zum thema indium folgender artikel (leider schon älter):
http://www.nzz.ch/magazin/dossiers/podium_rohstoffe/sorge_um_die_ressourcen/articledbcdj_1.189415.html
wenn das so stimmt, dann wird s aber nix mit CIGS ..
Antwort auf Beitrag Nr.: 33.393.751 von Tefel am 17.02.08 00:45:09
Es gibt aber auch diese Sichtweise:

http://www.indium.com/_dynamo/download.php?docid=552
Antwort auf Beitrag Nr.: 33.395.712 von MontPelerin am 17.02.08 17:43:49Wenn das stimmt (siehe beitrag von MontPelerin), dann dürfte CIGS eine große Zukunft haben.
Am sichersten wäre es dann vielleicht wirklich in die Indium/Gallium produzenten zu investieren. Habt ihr neben Dowa noch weiter Tips. New Jersey Mining Company?! Gold Canyon Resources?!
Indiumpreise sind massiv gefallen in den letzten 9 Monaten.
Antwort auf Beitrag Nr.: 33.402.119 von Kaufangebot am 18.02.08 15:48:18Muss ja nicht zwangsläufig negativ für Indium produzenten sein. Wenn die Produzenten mehr verkaufen können, weil der preis "günstig" (für CIGS) bleibt....
26.02.2008

Veröffentlichung einer Corporate News, übermittelt durch die DGAP - ein Unternehmen der EquityStory AG. Für den Inhalt der Mitteilung ist der Emittent / Herausgeber verantwortlich. -------------------------------------------------------------------- -------

Phoenix Solar AG schließt Modulliefervertrag mit Signet Solar GmbH

- Neue Generation von Dünnschichtmodulen - Weltweit größte Solarmodule

Sulzemoos 26.02.2008 / Die Phoenix Solar AG hat mit dem Solarmodulhersteller Signet Solar einen Rahmenvertrag bis zum Jahr 2011 über die Lieferung von Solarmodulen mit einer Spitzenleistung von rund 50 Megawatt unterzeichnet. Vereinbart wurde die Lieferung von Dünnschichtmodulen einer neuen Generation mit einer Größe von bis zu 5,7 Quadratmeter.

Signet Solar ist ein Modulproduzent, der im vergangenen Juni den ersten Spatenstich für seine Modulfabrik in Döbeln/Sachsen gefeiert hat. Döbeln wird auch das europäische Stammwerk des kalifornischen Technologieunternehmens sein. Der Produktionsstart für die Modulfertigung ist für Mitte 2008 geplant.

Die Produktionsanlagen für die neuen Dünnschichtmodule stammen von der Applied Materials GmbH & Co. KG mit Sitz in Alzenau. Die Muttergesellschaft Applied Materials Inc. zählt zu den weltweit führenden Herstellern von Maschinen zur Fertigung von Computerchips und Flachbildschirmen. Mit den Fertigungsanlagen für die weltweit größten Dünnschicht-Photovoltaikmodule können Module mit Kosten pro Watt produziert werden, die zu den niedrigsten weltweit zählen.

Phoenix Solar wird ab September 2008 von Signet Solar Dünnschichtmodule aus amorphem Silizium beziehen, ab 2010 werden auch Module mit mikromorpher Siliziumtechnologie dazu kommen. Die amorphen Solarmodule haben Nennleistungen von jeweils über 80, 160 und 340 Watt und werden je nach Leistung in unterschiedlichen Abmessungen angeboten. Das größte Modul mit 2,2 m x 2,6 m ist hervorragend geeignet für den Einsatz bei großen Freiflächenanlagen.

'Mit diesem langfristigen Rahmenvertrag sichern wir uns weitere Modulmengen für Freiflächenanlagen, ein Geschäftsfeld, in dem Phoenix Solar europaweit zu den führenden Unternehmen zählt. Die Größe der Module stellt einen Technologiesprung dar, der bei den Systemkosten signifikante Kostensenkungen ermöglicht' so Manfred Bächler, Vorstand Technik der Phoenix Solar AG.

'Mit Phoenix Solar haben wir einen Partner, der langjährige Erfahrung im Bau von Freiflächenanlagen hat - und als eines der ersten Unternehmen auf Dünnschichttechnologie gesetzt hat. Wir freuen uns sehr, dass wir unseren ersten großen Liefervertrag mit Phoenix unterzeichnen', so Gunter Ziegenbalg, Geschäftsführer der Signet Solar GmbH.

Über die Phoenix Solar AG Die Phoenix Solar AG mit Sitz in Sulzemoos bei München ist ein international führendes Photovoltaik-Systemhaus. Bis Juni 2007 firmierte das 1999 gegründete Unternehmen als Phönix SonnenStrom AG. Für das Geschäftsjahr 2008 erwartet der Phoenix Solar Konzern im In- und Ausland einen Umsatz von deutlich mehr als 300 Millionen Euro. Phoenix Solar plant, baut und übernimmt die Betriebsführung von Photovoltaik-Großkraftwerken und ist Fachgroßhändler für Sonnenstrom Komplettanlagen, Solarmodule und Zubehör. Führend ist der Konzern in der Photovoltaik-Systemtechnik. Dabei liegt der Fokus auf der konsequenten Senkung der Systemkosten. Mit einem deutschlandweiten Vertrieb und Tochtergesellschaften in Spanien und Singapur sowie einer Beteiligung in Italien hat der Konzern derzeit über 160 Beschäftigte. Die Aktien der Phoenix Solar AG (ISIN DE000A0BVU93) sind im Amtlichen Markt (Prime Standard) an der Frankfurter Wertpapierbörse gelistet.

Über Signet Solar Signet Solar Inc. wurde 2006 in den USA gegründet und ist ein global agierendes Technologieunternehmen, das großflächige, preis- und leistungsoptimierte Dünnschicht-Solarmodule entwickelt. Der Fokus des Unternehmens liegt auf der stetigen Erhöhung der Energieleistungen der Module und der Senkung der Kosten pro Watt. In Döbeln bei Dresden entsteht derzeit der europäische Stammsitz des Unternehmens. Ab Sommer 2008 wird Signet Solar in Sachsen die weltweit größten Solarmodule mit neuester Dünnschicht-Solartechnologie produzieren. Das an den Produktionsstandort angeschlossene Forschungs- und Entwicklungszentrum wird die Solarmodulentwicklung vorantreiben und weiterentwickeln. Verwendung finden die Solarmodule im Mega-Format vor allem in Solarkraftwerken, gebäudeintegrierten Installationen und freistehenden Solaranlagen. Weitere Informationen über Signet Solar finden Sie auf www.signetsolar.com oder wenden Sie sich direkt an Frau Penkawa (siehe rechts).
France Telecom forms JV with Moser Baer
Email Print

France Telecom-owned Orange Business Services has finalized a joint venture partnership with Indian storage devices manufacturer Moser Baer to foray into the long distance telephony segment. The company is awaiting clearance from the Department of Telecom for obtaining the license, reports Business Line.



Orange Business Services has been offering enterprise communication solutions to large multinationals in India. However, it has now applied for a license after the Government made it mandatory for companies to obtain a national long distance licence for offering IP-based services such as virtual private network.



France Telecom is one of the largest telecom service providers in Europe. It had earlier exited from the Indian market after it sold out its stake in BPL Mobile.



However, recently, it had acquired GTL`s IT unit in a bid to enhance its offering in the country.



Indian enterprise communications segment has become highly competitive with the entry of global telecom companies including AT&T, BT and Cable & Wireless. While AT&T and BT have already launched their services, others including Verizon are in the process of obtaining Government clearances. Orange Business has already got the permission from the Foreign Investment Promotion Board.



There are also Internet service providers including Tulip IT and Sify fighting for the same pie. Indian telecom players Bharti Airtel, Reliance Communication and Tata Telservices are also in the fray as large multinational companies expand their business network into the country.


Shares of Moser Baer gained Rs 4.4, or 2.55%, to trade at Rs 176.95. The total volume of shares traded was 17,828 at the BSE. (10.28 a.m., Wednesday)
sorry, für den letzten... war falsch...


Solarzellen: Sharp will Ausstoß versechsfachen


27.02.08 (www.emfis.com) Sharp will die Produktionskapazitäten im Bereich Solarzellen bis zum Jahr 2012 versechsfachen. Dies erklärte heute ein Sprecher des Unternehmens auf der International Photovoltaic Power Generation Expo. Die Jahresproduktion soll dann bei einer installierbaren Kapazität von 6000 Megawatt liegen.

Wie der Sharp-Repräsentant erklärte, wolle das Unternehmen vor allem im Bereich Dünnfilm-Beschichtungen stark wachsen. Diese Produktions-Technologie schränke den Silizium-Bedarf deutlich ein und senke damit die Herstellungskosten. 2010 werde nahe Osaka ein neues Werk in Betrieb gehen, das pro Jahr Dünnfilm-Solarzellen mit einer installierbaren Leistung von 1000 Megawatt herstellen soll. Derzeit liege die Jahresproduktion Sharps hier bei lediglich 150 Megawatt-Stunden.
Würde Suntech jetzt als AMAT-Kunden einsortieren, da im CC von letzter Woche von knapp 6m2 Modulen und zielen auf den BIPV-Markt gesprochen wurde....
(02/18/2008 9:49 AM EST)

BENGALURU, India — The Indian government has approved an additional five companies to take part in projects in Fab City, a proposed semiconductor manufacturing location near Hyderabad. This would take the total investment in Fab City to $7 billion, Minister of State for Commerce, Jairam Ramesh said here Monday (Feb. 18), speaking at the two-day India Semiconductor Association summit.

The focus of the latest investments is on solar energy conversion he said but added that the Indian government has many further projects either with in-principle approval or under considerations which could bring further investments to Fab City.

Fab City, set up in 2006 to encourage the genesis of chip manufacturing in India, is now betting big on photovoltaic products. The five latest projects are all focused on the solar energy business and about half of the proposed projects for Fab City are now in the photovoltaic area.

The five projects are the India-based Titan Energy Systems Ltd. proposing an investment of $50 million in solar photovoltaic cells; NanoTech Silicon India with an investment of $2.1 billion to manufacture thin film solar cell fab; India-based XL Telecom & Energy Ltd., which is investing $76.25 million to set up a unit for solar cells and solar modules; KSK Energy Ventures Ltd. (Hyderabad, India) a venture capital fund that plans to set up a unit for solar photovoltaic panels with an investment of $70.25 million; and the Indian subsidiary of the Canada-based Embedded IT Solutions is planning to set up a PCB manufacturing project with an investment of $5 million.

Two earlier Fab City announcements were the $3 billion SemIndia project to create a world-class wafer fab and the Hyderabad-based Solar Semiconductor Ltd. which said it would be investing $1.1 billion over a 10-year period. The first phase is set to cover manufacture of solar cells and solar panels. The second phase is set to focus on solar thin film technology while the third would scale up manufacturing capacity to one gigawatt per annum.

The Indian government has also given an in-principle approval to five other projects worth a further investment of $7 billion. Yet another five proposals, also worth between $6 billion and $7 billion are under active consideration, Ramesh said during the opening of the ISA summit.

In-principle allotments have been given to five other Indian companies: Chandradeep Solar for an R&D unit, Neotech Solutions, Photon Energy Systems, Surana Ventures and RamTerra Solar Pvt. Ltd. for several photovoltaic modules unit.

Among other companies that are under consideration but which are yet to finalize their location are the Indian consumer electronics giant, Videocon which is looking at an investment of $250 million and Hindustan Semiconductor Manufacturing Company (HSMC), which has partnered with Infineon Technologies AG (Munich, Germany) to set up a semiconductor manufacturing plant.

The proposed investment of $1 billion for the HSMC unit would focus on chipsets for mobile phones, direct to home TV set top boxes, automotive and smart cards, The company has yet to finalize the location where it will build a wafer fab.

Among other companies with an interest in Fab City is Moser Baer, a maker of optical storage devices that has joined forces with Allied Materials Inc. for photovoltaic cells and has set up a manufacturing unit at Sriperumbudur on the outskirts of the southern port city of Chennai. Given the momentum behind semiconductor manufacturing Air Liquide of France has proposed a facility for the supply of gases and chemicals while BOC announced plans to set up a chemical plant in Hyderabad last year.

"Setting up a plant for a wrong reason, say just because the money is available, will not work," said Malcolm Penn, CEO of analysis firm Future Horizons (Sevenoaks, England). He said some of the proposals would work out and some would not. "You have to set up a plant for the right reasons — have a workable business plan in place and check out all the challenges in terms of manpower, infrastructure and the market. It should not be merely a sweatshop set here today because it is cheaper to do it here and then move on but a plant fully integrated into your system." he added.
SUNWELL // a-SI // Oerlikon // Taiwan

schon älter...


Sun Well to complete thin-film solar module plant soon
October 16th, 2007 by kalyan89 in R&D reports, Press Releases, Reports, PV-General

Jimmy Hsu, Taipei; Esther Lam
Source; DigiTimes, 16 October 2007
http://www.digitimes.com/bits_chips/a20071015PD201.html

Sun Well Technology is about to complete construction of its production plant for thin-film solar cell production in Taiwan in mid-November with volume production slated to follow in the second quarter of 2008. The company is confident about its competitive technology edge, as well as an early presence in the industry, and aims to be one of the top-five thin-film solar cell makers in the future.

The CMC Magnetics thin-film solar cell subsidiary, which held a ground breaking ceremony in July, will soon complete construction of its thin-film solar cell plant. One production line will be installed at this plant initially and the glass substrate size will be 1,100×1,300mm. As equipment is supplied by the leading thin-film solar cell equipment maker Oerlikon, which has practical experience in mass production, trial production should be ready in small volume in the first quarter of 2008.

CMC company spokesperson Yin-Yi Hsiao updated that Sun Well will house an initial capacity of 15 peak megawatt (MWp) and that construction of a second production line will depend on demand. He added in saying that sampling to customers is slated for the second quarter of 2008 and expects Sun Well to start posting a profit from 2009.

CMC can apply its experience in sputtering technology to optical glass for thin-film coating, said Hsiao. Oerlikon delivers competitive transparent conductive oxide (TCO) coating technology for better sunlight absorption and the equipment leads rivals in terms of overall technology by 1-1.5 years, which helps Sun Well to make an earlier presence and leading role in technology. Hsiao added in saying that other competitors may take a minimum of two years to develop TCO technology.

With power conversion efficiency of thin-film solar cells now averaging at about 7%, CMC company chairman Robert Wong said Sun Well plans to upgrade production to micromorph cell production technology in the future, boosting the conversion rate to 9-12%. According to Oerlikon, a micromorph cell has an additional micro-crystalline absorber which can convert energy of the red and near infrared spectrum, allowing an efficiency increase of approximately 30%.

While Sun Well aims to be one of the top-five thin-film solar cell suppliers, Wong reiterated that the advantage of tapping into this business earlier, as the present thin-film solar cell market is dominated by two players respectively in Japan and Germany. Sun Well is aggressively seeking partnership with research institutions for thin-film solar cell development, he noted.
Hallo,
kann mir mal jemand sagen, was heute bei First Solar los ist?
Wenn ich auf Onvista schaue, haben die da einen Nasdaq Kurs von 100 USD, ein Minus von über 50%! Habe keine Info bzgl. eines Aktiensplits. Weiß hier irgend jemand was?
Hat sich erledigt, der Kurs ist jetzt wieder bei 210 USD. War wohl irgend ein Fehler auf der Seite. Hatte schon nen halben Herzinfakt.
SIGNET // a-SI // AMAT


Signet Solar beginnt mit Installation von Photovoltaik-Fertigungsequipment in Mochau
Künftige Photovoltaik-Fabrik von Signet Solar nahe Dresden

Künftige Photovoltaik-Fabrik von
Signet Solar nahe Dresden


Die Signet Solar GmbH brachte am 25.02.2008 die ersten Produktionsmaschinen in die neue Fabrik für amorphe Dünnschichtmodule in Mochau ein, berichtet das Unternehmen in einer Pressemitteilung. Das kalifornische Technologie-Unternehmen läutet damit nach nur siebenmonatiger Bauphase die "Tool-Move-In"-Phase für die Photovoltaik-Fertigungsanlagen ein. Als erste Anlage werde zwei Wochen vor dem Plan eine CVD-Beschichtungsanlage (Chemical Vapor Deposition) des US-amerikanischen Unternehmens Applied Materials, einem weltweit führenden Anbieter von Dünnschichtanlagen, installiert. Sie wird künftig die Abscheidung der amorphen Siliziumschicht ermöglichen. In den kommenden Wochen werde die komplette Produktionslinie in die Fertigungsstätte der Signet Solar GmbH eingebracht. Darunter sind so genannte PVD-Systeme (Physical Vapor Deposition) für die Rückseitenbeschichtung, Laser-Systeme sowie die damit verbundenen Anlagen zur Fertigung von Dünnschicht-Solarmodulen.



Erste großformatige Solarmodule sollen im Sommer 2008 vom Band laufen

"Mit dem offiziellen Beginn des Move-In liegen wir genau im Zeitplan", zeigt sich Gunter Ziegenbalg, Geschäftsführer der Signet Solar GmbH erfreut über diesen wichtigen Schritt beim Aufbau des neuen Werkes. "Basierend auf diesem Equipment werden wir zukünftig mit den hier entwickelten Technologien die Kosten für Solarmodule drastisch senken und innerhalb von drei Jahren Kostenparität erreichen", so der Photovoltaik-Unternehmer weiter. In den Bau der Forschungs- und Produktionsstätte für Dünnschicht-Module vor den Toren von Dresden investiert Signet Solar 50 Millionen Euro. Die ersten Solarmodule mit den Abmessungen 2,20 m x 2,60 m sollen im Sommer 2008 vom Band laufen. Die Fertigung für die nächsten Jahre sei bereits mit Lieferverträgen untersetzt, betont das Unternehmen. Noch in diesem Jahr soll die Belegschaft von derzeit 25 auf 130 Beschäftigte anwachsen.


Weltweit größte Solarmodule mit neuester Dünnschicht-Technologie

Signet Solar wurde 2006 in den USA gegründet und entwickelt großflächige, preis- und leistungsoptimierte Dünnschicht-Solarmodule. Der Fokus des Unternehmens liegt auf der stetigen Erhöhung der Energieleistung der Module und der Senkung der Kosten pro Watt. In Döbeln bei Dresden entsteht derzeit der europäische Stammsitz des Unternehmens. Ab Sommer 2008 will Signet Solar in Sachsen die weltweit größten Solarmodule mit neuester Dünnschicht-Technologie produzieren. Das an den Produktionsstandort angeschlossene Forschungs- und Entwicklungszentrum soll die Solarmodulentwicklung vorantreiben und weiterentwickeln. Verwendung sollen die Module im Mega-Format vor allem in Solarkraftwerken finden sowie in gebäudeintegrierten Installationen und großen kommerziellen Photovoltaik-Anlagen.
nochmal Signet

Signet Solar schließt mehrjährigen Rahmenvertrag mit Soleg

Signet Solar (Dresden) und Soleg (Zwiesel) haben am 03.02.2008 bekanntgegeben, dass beide Unternehmen einen Rahmenvertrag über die Lieferung von Dünnschichtmodulen mit einer Leistung von 12 MW bis zum Jahr 2010 abgeschlossen haben. Die Soleg GmbH will die Module von Signet Solar in mehreren großen Photovoltaik-Projekten installieren. "Wir freuen uns sehr, dass Soleg sein Vertrauen in uns setzt und sich für Module von Signet Solar entschieden hat", sagte Gunter Ziegenbalg, Geschäftsführer der Signet Solar GmbH. "Die Weiterentwicklung des Dünnschichtverfahrens und die Erhöhung des Wirkungsgrads unserer Solarmodule sind entscheidende Aspekte, weshalb wir zukünftig in Mochau Module mit Kosten pro Watt produzieren, die zu den niedrigsten weltweit zählen werden", so Ziegenbalg weiter.

Dünnschichtmodule ergänzen Solegs Portfolio

Für die Soleg GmbH, einen international tätigen Großhändler und Projektentwickler für Solarwärme und Photovoltaik-Anlagen mit Sitz im bayrischen Zwiesel, ist dieses Lieferabkommen ein weiterer wichtiger Schritt bei der Entwicklung zuverlässiger Solarenergieanlagen. "Signet Solar bietet Dünnschichtmodule, die unser Portfolio an Solarprodukten ausgezeichnet ergänzen. Über den Abschluss sind wir sehr erfreut, weil wir Photovoltaik-Projekte so langfristig und mit der erforderlichen Liefersicherheit planen können", erklärte Josef Weindl, Geschäftsführer der Soleg GmbH.
Antwort auf Beitrag Nr.: 33.550.178 von meinolf67 am 04.03.08 20:52:57alles schön und gut -

Fakt aber ist: FIRST SOLAR INC.säuft immer weiter ab. Schau dir den Chart an. Tendenz: weiter steil abfallend. Keine Unterstützung in Sicht.

Mein KZ: 10 Euro.

SOlI
Antwort auf Beitrag Nr.: 33.550.368 von solarauktion am 04.03.08 21:06:07Kannst Du lesen? Ich denke, wohl eher nicht...


siehe Posting #1 !!! & Thread TITEL!!!
WOWWWWWWW!!!

AMAT // a-SI // 8K von heute:

Item 7.01 Regulation FD Disclosure

Applied Materials, Inc. (“Applied”) announces that it has entered into sales agreements with a privately-held corporation based outside the United States (“Buyer”), under which Applied will supply equipment and installation/warranty services for multiple solar factories to be constructed by Buyer. The factories, which will feature Applied SunFab™ thin film tandem junction production equipment, collectively are expected to produce an annual output of solar photovoltaic modules capable of generating electricity on a gigawatt scale. The aggregate purchase price for the equipment and related services (exclusive of post-warranty services) to be provided by Applied under the agreements is approximately US$1.9 billion.
Antwort auf Beitrag Nr.: 33.550.442 von meinolf67 am 04.03.08 21:11:14....Analyst Timothy Arcuri of Citigroup said the plan is part of a major project in Suzhou, China, "that includes wealthy individuals related to the solar industry, a big component of government sponsorship and may also include some existing solar ventures."
neues CdTe-Projekt:

Bonn, 5. März 2008
Die „grüne“ Beteiligungsgesellschaft beteiligt sich an der CTF Solar AG, die eine Produktionslinie für Cadmium-Tellurid-(CdTe)-Dünnschichtmodule aufbauen wird.



Die CTF Solar AG stößt damit in einen Markt mit vielversprechenden Aussichten vor. Derzeit ist lediglich First Solar als Pure Player im CdTe-Dünnschichtgeschäft vertreten. Dabei besitzt die Technologie Eigenschaften, die ihr kurz- bis mittelfristig durch effiziente Umwandlung von Licht in elektrischen Strom, vor allem aber durch Kostenvorteile bei der Produktion zu Vorteilen gegenüber kristallinen Siliziumtechnologien verhelfen. Mit zunehmendem Absatz erhöht sich für alle PV-Hersteller der Kostendruck, so dass die Produktionstechnologie immer entscheidender für die Marktfähigkeit der Produkte sein wird. Die CTF Solar AG geht davon aus, die Produktionskosten bis 2010 auf unter 1,00 $/Wp reduzieren zu können.

Durch die niedrigen Energierücklaufzeiten fällt die ökologische Bilanz für Dünnschichtmodule günstig aus – sie sind damit auch ein Beitrag zur Schonung von Umwelt und Klima.

Murphy&Spitz Research geht davon aus, dass das Kostenreduktionspotential der CdTe-Dünnschicht-Technologie höher liegt als bei konkurrierenden Technologien. Darüber hinaus benötigt die CTF Solar AG für ihre Fertigung nicht das knappe Silizium, was die Rohstoffkosten schont. Der Produktionsprozess, bei dem die photoaktive Schicht direkt auf ein Substrat (Glas) aufgebracht wird, eignet sich gut für die industrielle Massenproduktion.



Die Murphy&Spitz Green Capital AG erwirbt 22,5% an der CTF Solar AG im Rahmen der Gründung und unterstützt bei der weiteren Finanzierung zum Aufbau einer vollautomatischen Fertigungslinie.

Mit Dr. Michael Harr konnte dazu ein außerordentlich fähiger Spezialist für das Gelingen des Projektes gewonnen werden.
Dr. Harr gehört zu den aktiven Entwicklern der CdTe-Dünnnschicht-Technologie und besitzt dedizierte Erfahrung mit der Implementierung der Technologie in kommerzielle Produktionsabläufe.



Mit dem Engagement baut die Murphy&Spitz Green Capital AG das Portfolio deutlich aus und forciert damit den zukünftigen Einsatz erneuerbarer Energien.


Die M&S Green Capital AG ist eine Private Equity Gesellschaft, fokussiert auf Beteiligungen in erneuerbare Energien und nachwachsende Rohstoffe. Die Kompetenz des langjährigen Investors baut auf ein erfahrenes Netzwerk im Bereich des Sustainability Investments auf. Zu Murphy&Spitz gehört das UAD Deutschland, das mit einer Performance von +17,99% im jährlichen Durchschnitt zu den besten Nachhaltigkeitsportfolios in Europa zählt.
Competition for First Solar?
Global Solar Energy expects to open a 40-megawatt copper-indium-gallium-diselenide thin-film plant Thursday after Nanosolar in December began production of the same material and HelioVolt announced it would begin production this year. Will any of these companies give First Solar a run for its money?
by: Jennifer Kho
Bullet Arrow March 05, 2008

Global Solar Energy plans to officially open a 40-megawatt thin-film plant in Tucson, Ariz., on Thursday.

The company already has been making strings of copper-indium-gallium-diselenide (CIGS) cells at a 4.2-megawatt demonstration plant the past three years. But the new plant will be the Tucson-based company’s first step into mass production.
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"The opening of [Global Solar’s] plant in Tucson is a remarkable event," said Tom Kimbis, acting director at the U.S. Department of Energy’s Solar Energy Technology Program, in a written statement. "Production from this facility will help satisfy the strong demand for solar product across the world."

Global Solar expects to begin production at the new plant this month, producing 20 megawatts of thin-film strings this year before ramping up to 40 megawatts, said Jeffery Britt, vice president of technology.

And the planned 40-megawatt capacity is only the first phase of construction at the facility. The company already is beginning to purchase tools to add the capacity for 100 megawatts more by the end of 2009 or early 2010, he said.

Global Solar also said it is commissioning a 35-megawatt facility in Berlin and is breaking ground on a 750-kilowatt solar field connected to its Arizona plant. The field is expected to produce about 25 percent of the facility’s power needs during the day, with any surplus flowing out to the grid under a contract with Tucson Electric Power Co., which previously owned Global Solar.

The Global Solar announcements are signs that thin-film solar competition could finally be heating up.

After all, First Solar (NSDQ: FSLR), which makes cadmium-telluride (CdTe) films, has had nearly all of the thin-film market to itself in the last couple of years (see First Solar Rides High, Hedge Fund Picks: Solar, Energy Storage, Water … and Biofuels, Solar Sector Heading For a Shakeout and Thin Films Lead U.S. Solar Production).

The company has 210 megawatts of annual capacity -- by far the world’s highest thin-film capacity -- and has announced plans to add 480 megawatts more in the next few years (see Thin Films Lead U.S. Solar Production and Thin-Film Solar Production to Leap Forward).

"Frankly, I’m really surprised that nobody has put up a big challenge to First Solar," said Rob Romero, a managing partner at Connective Capital, at a conference last week.

CIGS developers hope to give First Solar a run for its money.

One such company, HelioVolt Corp., in December said it planned to begin production at a 20-megawatt factory this year, and Nanosolar, another CIGS manufacturer, also in December said it had begun production at a plant in San Jose, Calif. (see Nanosolar Begins Production and HelioVolt on Nanosolar’s Heels).

The plant is expected to reach a production capacity of 430 megawatts per year, once it’s fully ramped up, but the company didn’t release its initial production capacity in December. The only hint Nanosolar gave was an announcement that it was supplying thin films for a 1-megawatt plant in Germany for Beck Energy, implying a production capacity of at least 1 megawatt.

The company also is building a solar-panel-assembly plant in Luckenwalde, Germany, expected to have the capacity to produce "multi-100" megawatts of panels (see Nanosolar Chooses German Town for Solar Plant).
Nexpower // a-SI // ULVAC

Firm To Supply Gases To Thin-Film Solar Plant In Taiwan
in News Departments > FYI
by SI Staff on Wednesday 05 March 2008
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BOC Lien Hwa (BOCLH) has been selected to supply high-purity gases to Taiwan's first large-scale thin-film solar cell manufacturing plant: NexPower in Taichung. The plant is expected to begin operations by the second quarter of 2008.

"BOCLH is excited to be a part of this new and developing technology, which we believe will have an expanding role in Taiwan's power supply infrastructure in the coming years," says Alex Tong, president of BOCLH.

Under a long-term agreement, BOCLH will provide NexPower with turnkey installation of the special gases supply systems and ongoing delivery of the gases essential to making thin-film solar cells. These gases include large volumes of silane and hydrogen gas, used to deposit silicon light absorber layers on large sheets of glass, and cleaning gases used to remove silicon deposits from the process chambers.
Global Solar // CIGS

Global Solar Energy Opens Landmark Plant
in News Departments > FYI
by SI Staff on Thursday 06 March 2008
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Global Solar Energy, a Tucson, Ariz.-based manufacturer of highly efficient thin-film solar cells for glass modules or flexible material products, has officially opened its new manufacturing plant. According to the company, the plant's phase-one, full-production capacity of 40 MW in annual U.S. production sets new industry records for CIGS production capacity and enables Global Solar to meet heavy demands for solar adoption worldwide.

Global Solar is simultaneously breaking ground on what will be one of the world's largest CIGS solar fields, at 750 kW, and commissioning its 35 MW plant in Berlin, Germany, to open this fall.

With plans to put an additional 100 MW into production at the end of 2009, Global Solar is poised to bring its total global capacity to 175 MW in 2010. The company says this growth will enable it to continue to deliver CIGS solar cells for use in traditional glass module manufacturing as well as develop new business channels for its CIGS material for integration into products targeted at the emerging building-integrated photovoltaic market.
Dachte, als Deutscher könnte man hier irgendwelche Erkenntnisse gewinnen, scheine aber leider auf einer anglo-Seite gelandet zu sein.Na dann Gute Nacht Deutschland.FS halte ich eigentlich für eine solide Aktie. Auch sie kann sich dem Trend sicher nicht ganz widersetzen, also eindecken !
Carlos
Antwort auf Beitrag Nr.: 33.583.715 von carlos48 am 07.03.08 21:10:08Tut mir leid, aber es wäre wohl doch ein bißchen viel verlangt, alles übersetzt bekommen zu wollen, oder?

Wir scannen alle Quellen, die wir finden können und davon sind nun mal viele in Englisch.

Der eigentliche FSLR-Hauptthread ist aber sowieso der andere, ältere. Dieser dient der Wettbewerbsbeobahtung; siehe Posting #1

;)
Malibu (Schüco) // a-SI // AMAT

Schuco, E.ON Begin Thin-Film Solar PV Plant Construction
in News Departments > FYI
by SI Staff on Wednesday 05 March 2008
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Malibu, the joint venture launched in 2007 by Schuco International KG and E.ON AG to develop and produce photovoltaic modules, has initiated construction of a new production plant in Osterweddingen, Germany. Production of thin-film modules is expected to begin as early as autumn 2008.

The 40 MW plant, featuring production equipment from Applied Materials, is approximately 1,076,000 square feet. It will produce photovoltaic modules measuring up to 5.7 square meters that can produce up to 460 W of electricity.
TAIWAN: Thin-film technology, a growing solar PV trend
Wednesday, 05 March 2008

(EnergyAsia, March 5, Wednesday) --- Taiwan has always been a major place for thin-film technology and the semiconductor industry. Big players in the Taiwanese industry are now using this experience to explore and start new thin-film silicon solar production initiatives.

The share of thin-film in the global supply of solar cells and modules is likely to grow from around 8% in 2007 to 20% or more in 2010.

After 2010, the production capacity in Taiwan could exceed one GW per year. This will make Taiwan one of the leading suppliers of thin-film silicon cells and modules in the multi- billion euro global market.

To explore the business opportunities in this rapidly growing thin-film industry, SolarPlaza organised an international PV trade mission to Taiwan last month.

Together with the Taiwanese Photovoltaic Industry Association, a program was set up including a symposium with several thin-film company presentations and company visits to E-Ton, NexPower Technology, Sinonar and Green Energy Technology. All of these companies are starting, or have started, major thin-film production activities.

A list of the currently-known major new thin-film initiatives in Taiwan shows that for 2008 a total initial production capacity of at least 310 MWp is scheduled, ramping up to more than 800 MWp in two years time.

Sun Well, one of the participating companies in the programme, is aiming to boost its capacity to more than 1 GW by 2012. Some of the other companies are involved in crystalline silicon technology as well, such as the major wafer manufacturer Green Energy Technology and cell manufacturer E-ton, both of which companies will be visited.

The thin-film manufacturers will use a variety of technologies as supplied by Applied Materials, Oerlikon Solar, Ulvac as well as the technology of EPV from the US.

With these manufacturers predicting production cost levels of less than $ 1/Wp within five years, these products will easily find their way in the growing global market. This cost level however will open up opportunities for ‘grid parity’ in many new markets as well, creating an infinite market potential.

That is why several of these manufacturers are already sold out for the coming years, even before their first thin-film modules are produced.

After the success of the second PV trade mission to California in January 2008, which also demonstrated a trend towards cheaper thin-film technologies, it is now time to discover the business opportunities in one of the world’s fastest growing PV industry regions: Taiwan.

The Taiwanese government is supporting the growth of its solar energy industry and has designated solar energy as a strategic industry for Taiwan. It forecasts that the total value will hit $12.5 billion in 2015, compared to $652 million in 2006, according to a Taipei Times report.

Taiwan's External Trade Development Council (TAITRA) expects the nation to account for 7% of global solar-power generation equipment by 2015.

This PV tour is the eighth one organised by SolarPlaza.com, the global PV marketplace. Previous trade missions visited China, Spain, California, Italy and Greece.
Daystar // CIGS ????


juwi solar to partner with DayStar Technologies on utility-scale PV projects
07 March 2008 - News


DayStarjuwi solar GmbH, a renewable energy project company, has signed a letter of intent with CIGS thin film PV manufacturer DayStar Technologies to support the test, evaluation and field installations of its PV modules for large-scale utility power plants. Upon a successful collaboration, juwi solar will commit to purchasing up to 25 percent of DayStar's production through 2011.

"Engaging DayStar at this important stage of their commercialization is critical to ensuring our well designed and cost-effective system solutions," said Lars Falck, Managing Director of juwi solar. "We believe DayStar's CIGS modules can offer us a competitive cost and performance advantage in meeting our aggressive growth plans for the future."
AVA // CdTe


March 7, 2008

Fort Collins, CO, USA: AVA Solar Selects Location for Thin Film Production

AVA Solar, Inc., a cadmium telluride (CdTe) thin film photovoltaic start up, has decided to shift its initial large-scale manufacturing facility from a new site to be developed at the southwest corner of I-25 and Prospect in Fort Collins, Colorado, to an existing facility located in Northern Colorado. In addition, the company announced that it intends to begin pilot production in its existing Fort Collins facility in the second half of 2008.

“Several factors came together in the past two months that caused us to rethink our ramp-up strategy,” explained Dave Halter, Vice President of AVA Solar. “First, we were able to lease the building next door to us in Fort Collins, giving us the space necessary to get into production in 2008 earlier than we thought. Second, it became clear that building a new facility from scratch would take longer than we could afford given existing market conditions. Third, we identified an existing building perfect for our needs that could start receiving production equipment arriving in April of this year.”

“We are very happy with our initial pre-production runs and have decided to move up production plans on our existing manufacturing line,” said Pascal Noronha, President and CEO of AVA Solar. “Although this will be relatively limited production, we intend to accelerate our production learning curve and get our products into the market faster than we thought possible last year.”

AVA Solar reiterated its commitment to Fort Collins and Northern Colorado.

“Although we have decided to move the location of our initial production facility, very little has changed from our perspective,” explained Pascal Noronha. “We will go into large-scale production in Northern Colorado; we will keep our headquarters here; and we see our local headcount growing as has been previously announced. We currently estimate over 150 employees in Fort Collins by the end of this year and up to 500 in the region by the end of 2009.”

AVA Solar had been working with WW Reynolds Company and Neenan Archistruction to develop its initial manufacturing facility. “We have enjoyed working with AVA Solar, and while we are pleased they have found an interim solution, we hope to work with them in Fort Collins in the future,” said Bill Reynolds of WW Reynolds Company.
Next Solar // a-SI // Oerlikon

Swiss technology group OC Oerlikon Corp (News/Aktienkurs) said it won a contract to build a production line for solar panel unit Next Solar in Greece.

No financial details were disclosed.

The production line will start making thin-film solar panels in early 2009, with an annual capacity of 30 MW, Oerlikon said in a statement.

Next Solar has an option to upgrade to 60 MW, it said.
In der "Neue Energie" vom März 2008 wird die Kooperation Ersol / Schott im a-Si-Bereich gemeldet. Interessant ist an der kleinen Meldung aber gewesen, dass ein Sprecher (ich glaube von Schott) mit der Aussage zitiert wird, man gehe nunmehr davon aus, in einem Jahr einen Industriefertigungsprozess im Griff zu haben (Tandem natürlich).

In einem Jahr also...

So viel zum Thema Oerlikon und Turnkey... :rolleyes:

(man, war ich mal blauäugig)
SIGNET // a-SI // AMAT


Signet Solar To Locate Second Thin-Film PV Plant In India
in News Departments > FYI
by SI Staff on Tuesday 18 March 2008


Signet Solar, a manufacturer of silicon thin-film photovoltaic modules, is planning to locate its second manufacturing site in the Sriperembudur Special Economic Zone near Chennai, India.

Signet Solar's decision to expand manufacturing in India follows more than $400 million in advance orders for the first three years of production. The company's Germany plant, scheduled to start production by the third quarter, will have a total annual production capacity of 60 MW. Additional production lines will be added to increase manufacturing capacity to over 100 MW in Germany by 2010.

"We are on schedule to start shipping products from our Dresden, Germany, manufacturing plant by the third quarter of 2008 and plan to begin shipments from India by 2010, with a goal of achieving grid parity pricing within the next five years," says Rajeeva Lahri, CEO and founder of Signet Solar.
Ich schwanke zur Zeit zwischen First Solar und REC,

kann mir hier jemand meine 3 Bedenken zur First Solar ausräumen?

1. Die zu geringe Effiziens der Technologie.
2. Die Giftigkeit des Tellurids.
3. Aber vor allem die Verfügbarkeit des Dotierungsmaterial's, was bei dem überdurchschnittlichen Wachstum von FS ganz schnell zum Problem wird.

Danke!
Antwort auf Beitrag Nr.: 33.754.447 von Z0815 am 28.03.08 19:51:13Alle drei bedenken sind valide.

Dagegen stehen Wachstum und Profitabilität...

Und jetzt kommst Du ;)
CHINA xxx // a-SI // China

5 MW Thin-Film Factory Comes Online In China
in News Departments > FYI
by SI Staff on Thursday 03 April 2008
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China Stream Fund Solar Energy Co. has formally initiated production at its 5 MW thin-film amorphous silicon solar module manufacturing line in Changzhou, China. According to the company's expansion plan, 30 additional 5 MW production lines with an output capacity of 150 MW will be completed by the end of the year.

"We are continuing to devote our best effort to accelerate the quality assurance testing and certification process of our final product, which is planned to be available on the market by the end of the second quarter of this year," says Alan Li, chairman and CEO of China Technology Development Group Corp., a strategic partner in the venture.
...nach seiner Bear Stearns "Panne" ist der gute Kramer zwar angeschlagen, aber für die First Solar Freunde sollten dies gute Nachrichten sein...;);):cool:

http://www.cnbc.com/id/23937881
Thin-Film Solar Expands
Schuco, E.ON, China Stream Fund Solar Energy and XsunX push forward with their manufacturing-facility plans.
by: Rachel Barron
Bullet Arrow April 03, 2008

Schuco International and E.ON will build a $135 million factory to produce the world’s largest thin-film panels, the companies said Thursday.

The two Germany companies, which have formed a joint venture called Malibu, said they expect the manufacturing facility, to be built in Magdeburg, Germany, to start producing panels in the fall.
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The announcement was part of a succession of thin-film production announcements Thursday.

China Stream Fund Solar Energy Co. has started up a 5-megawatt thin-film solar-panel manufacturing line in Changzhou, China, according to the trade magazine Solar Industry.

The company plans to add 30 more 5-megawatt lines with a total capacity of 150 megawatts by the end of the year, the publication reported.

Bulletin-board-traded XsunX also said Thursday that it will build its first thin-film panel plant in a 90,000 square-foot building in Wood Village, a town east of Portland, Ore.

While constructing a building from scratch would have made it easier to design floor space that met the company’s needs, the Aliso Viejo, Calif.-based firm decided it would save money by using an existing building, according to a written statement by XsunX CEO Tom Djokovich.

XsunX expects its plant to have a capacity of 25 megawatts.

As traditional solar makers feel the continued pinch of a silicon shortage, thin-film companies are pushing their technology, which uses little or no silicon, into the marketplace.

Those efforts are paying off. In November, Greentech Media reported that thin-film solar panels grew from 4 percent of the solar market a few years ago to about 7 percent (see Thin Films Lead U.S. Solar Production).

But the bulk of that growth has come from one company, First Solar. Other companies, including those mentioned above and Nanosolar, which began production in December and announced Wednesday it had raised $50 million, are hoping to take some of its market share.

But at least one industry watcher wonders if the market will be big enough to absorb the increase in production.

"I haven’t seen a demand for thin-film installations in any significant magnitude that would warrant these kinds of manufacturing investments," said Joel Makower, co-founder of cleantech research firm Clean Edge.

"It’s certainly a vote of confidence," he said. "I just hope it’s not a vote of overconfidence."
Nanosolar // CIGS


March 14, 2008 4:23 AM PDT
Rumor: Nanosolar worth $2 billion, Solyndra $1 billion
Posted by Michael Kanellos | Post a comment

CIGS looks like it could pay off.

Nanosolar and Solyndra, which both develop copper-indium-gallium-selenide (CIGS) solar cells, are looking at raising additional funds, according to sources, and both companies have put large valuations on themselves.

According to sources, Nanosolar is telling investors it will have a valuation, after another round of funds, of around $2 billion. Solyndra says it is worth $1 billion. Not bad for companies with combined current revenues at the moment that probably would have difficulty rivaling the take of a reasonably located convenience store. Nanosolar just started shipping a few solar cells to customers at the end of 2007, and Solyndra is ramping up toward production.

I haven't confirmed these rumors, and they might be wrong, but they have been consistent.

Nanosolar CEO Martin Roscheisen has said that Nanosolar does not have a term sheet, a document that provides details about business prospects and a funding proposal, at the moment. Roscheisen, however, has not discussed valuation.

Both Nanosolar and Solyndra were contacted for official comment, but no response has yet been received. Companies generally don't comment this early on financial issues such as valuation.

The high valuations seem to be driven by the current dynamics of the solar business. Demand continues to outstrip supply. The shortage of silicon continues to hamper manufacturers of silicon solar panels. CIGS solar panels aren't as efficient for converting sunlight into electricity as silicon panels, but advocates say they will cost less. The active materials in CIGS panels also aren't in dire supply at the moment either.

The love affair that investors have had with First Solar, which makes thin film solar panels with cadmium telluride, also persists, which lends some glow to CIGS companies. First Solar went public at $20 per share in late 2006 and now trades at $207. (Before the recent swoon on Wall Street, it hit $283.) First Solar has also seen tremendous growth in revenue and earnings with each passing quarter.

When it went public, First Solar was valued at close to $2 billion. It currently is valued at $16.3 billion. Some believe the company is overvalued, but those are the numbers.

First Solar, however, was not your ordinary start-up. The company's founders started tinkering with cadmium telluride technology in the 1980s. By the time the company went public, First Solar had already begun mass production.
China Nuovo Solar // CIGS // China


China Nuvo Solar Energy plans CIGS thin-film pilot line
09 April 2008 - News


China Nuvo Solar Energy, with its collaboration partner, Pioneer Materials, Inc. (PMI) has said that the planned pilot line in Chengdu, China will be used for the development of higher efficiency stacked solar cells using copper indium gallium selenium (CIGS) thin-film materials.

China Nuvo had previously noted the planned development of cadmium telluride thin-film solar cell technology on their website.
China Nuvo, PMI Pursue Thin-Film CIGS Solar Process
in News Departments > FYI
by SI Staff on Wednesday 09 April 2008
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China Nuvo Solar Energy Inc. says it will be developing a low-cost solar cell based on thin-film copper indium gallium selenium (CIGS) technology with its collaboration partner, Pioneer Materials Inc. (PMI), at its pilot production facility in Chengdu, China.

The company believes that thin-film CIGS represents second-generation solar technology when compared to traditional polysilicon manufacturing technology. When compared to polysilicon, the company believes CIGS provides significantly reduced wafer thicknesses with a significant increase in per-kilogram wattage production.

The initial project focus is to develop a single-junction solar cell with commercial efficiency utilizing materials provided by PMI and incorporated into the China Nuvo's ceramic sleeve solar technology. The company believes this will provide the baseline for development of a multi-stacked solar cell that could provide an even higher degree of efficiency.
China Nuvo had previously noted the planned development of cadmium telluride thin-film solar cell technology on their website.

Mal sehen, was sie morgen wollen... ;)

Würth ist offenbar eine der ganzen wenigen CI(G)S-Firmen, die nennenswerte Mengen produziert. Wer noch? Global Solar vielleicht?

Ich hoffe ja für nächstes Jahr auf Solibro... :look:


Der Berliner Hauptbahnhof gilt hierzulande als beeindruckend groß. Dies vor Augen, muss man den Südbahnhof von Peking wohl als gigantisch bezeichnen. Das Bauwerk, dessen auf den 4. August terminierte Eröffnung mutmaßlich im allgemeinen Trubel um die vier Tage später beginnenden olympischen Sommerspiele in Chinas Hauptstadt untergehen wird, ist mit 220.000 Quadratmetern Geschossfläche gut dreimal so groß wie sein Berliner Pendant.
Gemeinsam ist aber beiden Bahnhöfen die Solarstromanlage im Dach. Während in Berlin Module der nicht mehr bestehenden Firma Flabeg Solar mit kristallinen Siliziumzellen zum Einsatz kamen, wird Peking bald die weltweit größte gebäudeintegrierte Photovoltaikanlage mit CIS-Modulen sein Eigen nennen. Die Stromerzeuger auf Basis von Kupferindiumselenid liefert die Würth Solar GmbH aus Schwäbisch Hall. Insgesamt 5.200 Module mit jeweils 75 Watt leisten gemeinsam rund 390 Kilowatt. In Feldern zwischen 9 und 18 Stück sollen sie das Glasdach der Aufenthaltshalle des Bahnhofs schachbrettartig durchziehen.
Für die Planung der Anlage zeichnet in Kooperation mit Würth die Ruihua Construction Corporation verantwortlich, deren Tochterunternehmen Resun Solar die Montage übernimmt. Der Bahnhof ist seit 2006 im Bau, der Beschluss zur Integration von Solarzellen fiel nach chinesischen Medienberichten aber erst im vergangenen Mai. Zum Auftragsvolumen haben die beteiligten Firmen nach Angaben von Würth Solar Vertraulichkeit vereinbart.
The State of the Thin-Film Photovoltaic Industry
by: Andrew Ling posted on: April 13, 2008 | about stocks: AMAT / FSLR

There are currently three major thin film players (defined as the three companies with over $1 billion in thin-film assets): First Solar (FSLR), Sharp (SHCAY.PK) and Applied Materials (AMAT). There are numerous other thin-film startups that are in such early phases of development that it's difficult to analyze potential production and capex costs if their technology ever matures. These are mostly CIGS companies and include Nanosolar, Miasole, Heliovolt, Ascent Solar (ASTI), DayStar Technologies (DSTI) and countless others. Most have struggled to get manufacturing efficiencies over 6% for industrial usage. This doesn't include the aerospace panels which can achieve 20% but are incredibly expensive.

FSLR has been the industry leader for years, but can they maintain their advantages in the face of such fierce competition? All signs indicate that they indeed can. It has been common knowledge that FSLR's technology is about two years ahead of all competitors. Many of the CIGS startups are at the same stage that FSLR was in 2006. They're all operating in the test-plant phase before scaling up mass production.

Cramer has been bullish on FSLR since the summer of last year when it was trading at $50. I've been buying aggresively since it was at $33 and it now accounts for the majority of my invesment holdings. Cramer recently became so emphatic about buying FSLR that he went bearish on all other solar stocks, with the exception of AMAT,, on the belief that FSLR would eat everyone's lunch.

So, according to Cramer, AMAT is positioned #2 in the solar industry. As a supplier of production machinery, they are not in direct competitors with numerous thin-film producers and don't have to worry about raising the heavy capital required for production. AMAT plans on selling $1.7 billion in thin-film equipment by 2009. This is a staggering amout which surpasses even FSLR. At first, this seems like very bad news for FSLR. When digging through the numbers, however, it may turn out to be quite the opposite. AMAT's capex/watt is stated at $3/watt as opposed to FSLR's $1/watt. Sharp's capex has been reported at approximately $2 billion/GW, or $2/watt. This may or may not be accurate, since Sharp is also considering purchasing AMAT product.

Basically, $1.5 billion in AMAT equipment will have the annual production of $500 million in FSLR equipment. The fact that so many competitors are willing to pay triple for AMAT's equipment shows the incredible lead FSLR has on the rest of the field. Secondly, AMAT has stated a goal of getting manufacturing costs of the panels down to $1/watt by 2010. FSLR, by comparison, has a goal of approximately $.60/watt by 2010 according to their grid parity roadmap. As of the end of 2007, FSLR's manufacturing cost/watt was already at $1.12. Unless the dollar crashes further, which would slightly increase costs but greatly increase profits, they should break below $1/watt this year. Another indication of their two-year lead: reports are that 40% of the cost in manufacturing conventional solar panels comes from the silicon. At $1/watt, FSLR's manufacturing costs would rival conventional PV even if their silicon was free. Recent forecasts indicate further polysilicon shortages well into 2009.

With $700 million in cash and the ability to raise billions more, it's hard to imagine any of the smaller competitors chipping into FSLR's two-year lead. The only thing that concerns me is whether bigger players with tens of billions in capital to invest, such as GE (GE) or BP (BP), get into the thin-film game. At their current pace of growth, FSLR's lead may be insurmoutable in a few years when grid parity is acheived. With a three year backlog in product and a 30% operating margin, I feel FSLR has been too conservative in its growth plans. During their secondary offering last July, they diluted shares outstanding by 10% in order to essentially triple output by 2009. I had expected them to announce another stock offering and at least four new 160 MW plants in the first half of this year. This is in line with analyst expectations, judging by 2010 earnings estimates which top $8/share. There's still a chance this might be announced upon earnings next month. The first to reach grid parity will see such explosive growth that their competitors will probably be relugated to "also-ran" status. In the solar arena, grid parity will be the same sort of monopolistic turning point which allowed Intel (INTC) and Microsoft (MSFT) to crush its competition in the late 80s/early 90s. Energy, a $5 trillion annual industry worldwide, is potentially even more rewarding.
CMC Magnetics / Oerlikon / a-Si

Mit der CMC Magnetics Corp. beginnt nun auch in Asien der erste Kunde von Oerlikon Solar, seine Produktion hochzufahren. Die schlüsselfertige 40 Megawatt-Produktionslinie wurde in den vergangenen Monaten von Trübbach (Schweiz) nach Taiwan überführt, zusammengebaut und eingestellt, um zum 17.04.2008 den Pilotbetrieb aufzunehmen, berichtet Oerlikon Solar in einer Pressemitteilung. Oerlikon-Experten begleiten den gesamten Prozess bis zum endgültigen Produktionsstart in der zweiten Jahreshälfte 2008. "Oerlikon Solar hat einen hervorragenden Job gemacht. Alle Zielvereinbarungen wurden eingehalten oder übererfüllt - so stellen wir uns eine erfolgreiche Zusammenarbeit vor", zeigt sich Bob Wong, Chairman von CMC erfreut. Die jetzt installierte Anlage sei der Beginn einer langfristig angelegten Partnerschaft zwischen CMC und Oerlikon im Solarmarkt, die auch gemeinsame Entwicklungsprojekte umfasst. Der Start der ersten asiatischen Produktionslinie bedeutet für Oerlikon Solar einen weiteren Meilenstein in der jüngsten Erfolgsgeschichte. Die hochmoderne Anlage ist die erste ihrer Art, die im schnell wachsenden asiatischen Dünnschicht- Photovoltaik Markt die Fabrikation aufnehmen wird. "Wir sind stolz der langjährigen Erfolgsgeschichte unserer Partnerschaft mit CMC ein neues Kapitel beifügen zu können", sagt Dr. Uwe Krüger, CEO von Oerlikon.


500.000 Solarmodule jährlich

Die schlüsselfertige 40 MWp-Produktionsanlage zur Herstellung amorpher (a-si) Dünnschicht-Silizium-Solarmodule ermöglicht eine Jahresproduktion von rund 500.000 Modulen, berichtet Oerlikon Solar. Sie umfasst den gesamten Fertigungsprozess von der Glasreinigung bis zum Testen der Solarmodule. Ebenfalls enthalten im Lieferumfang sei die Implementierung der gesamten Messtechnik zur Qualitätskontrolle, das "Back End" der Modulfertigung, sowie die TCO-Technologie (Transparent Conductive Oxide). Eine Erweiterung der bestehenden Herstellungskapazität sei bereits angedacht. Im nächsten Schritt soll eine schlüsselfertige 60 MWp Micromorph Tandem-Linie - die neueste Oerlikon Solar PV-Technologie - das CMC Produktionsvolumen am bestehenden Standort in Taiwan ausweiten.


Micromorph Tandem: 50 Prozent Effizienzsteigerung

Nach der Etablierung der amorphen Dünnschichttechnologie hat Oerlikon Solar im vergangenen September auch die mikromorphe Tandemzelle zur Marktreife gebracht. Verglichen mit der amorphen Zelle besitzt die zweite Generation der Dünnschichttechnologie eine zusätzliche mikrokristalline Siliziumschicht. Das Lichtspektrum der Sonne wird mit dieser Anordnung optimal ausgenutzt, da die Kombination beider Zellen das gesamte Spektrum der Sonnenstrahlung sowohl im sichtbaren als auch im infraroten Bereich in elektrische Spannung umwandelt. Deshalb hat die micromorphe Tandemzelle einen um etwa 50 Prozent höheren Wirkungsgrad als die amorphe Zelle und soll bis 2010 Wirkungsgrade von über 10 Prozent erreichen.


CMC-Produktionskapazität soll in wenigen Jahren Gigawatt-Größenordnung erreichen

Berücksichtige man den so bereits eingeleiteten Übergang von der amorphen zur mikromorphen Technologie, würden viele positive Einzeleffekte wie sinkende Aufwendungen für Materialien, verbesserte Taktzeiten oder höhere Effizienz der Module dazu beitragen, dass bereits 2010 in weiten Bereichen des Sonnengürtels Netzparität (grid parity) erreicht wird, betont Oerlikon Solar. So sei es auch CMCs mittelfristiges Ziel, eine jährliche Produktionsleistung von einem Gigawatt zu erreichen. Diese technologisch ehrgeizigen Pläne gingen einher mit großen wirtschaftlichen und ökologischen Zielen. "Wir von CMC wollen einen aktiven Beitrag leisten, der globalen Klimaerwärmung entgegenzuwirken", so Wong. Weil dies weltweit einer der zukunftsträchtigsten Wachstumsmärkte sie, denke CMC in größeren Dimensionen. In nur wenigen Jahren will das Unternehmen eine Produktionskapazität von über einem GWp aufbauen und weltweit zu den Top 3-Anbietern für Dünnschicht-Silizium- Solartechnologie werden. Oerlikon sei in dieser Strategie als Technologielieferant fest eingeplant. "CMC und Oerlikon werden jetzt die Erfolgsstory, die wir gemeinsam im Markt für optische Speicher geschrieben haben, im Solarbereich wiederholen - und vielleicht sogar weit übertreffen", so Wong weiter.
Antwort auf Beitrag Nr.: 33.910.049 von MontPelerin am 17.04.08 17:00:56Meine Notizen zu CMC vom Solarplaza Intro-Tag der Taiwan-Tour, 18.2.2008:


"ramp-up" im März 2008...

Produktionskapazität 960MW in 2012, 1200 Mw in 2015...

Name des Vehikels: SunWell
Thin-Film Solar PV Firm Receives Equity Investment
in News Departments > FYI
by SI Staff on Wednesday 16 April 2008
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Sencera International Corp., a photovoltaic thin-film module and systems developer, has secured a $3.6 million equity investment from The Quercus Trust. The funds will be used to accelerate increases in cell efficiency and to complete process integration of Sencera's Viper manufacturing platform - a process projected to manufacture solar modules at a cost less than $1 per watt.

Established in 2003, Sencera customers included the U.S. Army and the U.S. Display Consortium. Its plasma processes and hardware were successfully utilized in thin-film transistor and integrated circuit applications. In 2006, Sencera began contract work for leading CIGS solar cell developers, and last year embarked on the development of proprietary thin-film amorphous silicon and microcrystalline silicon solar cells.

The company plans to build a prototype 1 MW thin-film photovoltaic manufacturing platform. Work will also center on solar-cell efficiency milestones. Upon the completion of the demonstration phase, Sencera will begin construction of a 35 MW - 50 MW PV module manufacturing line.
Inventux / Oerlikon / m-Si

Die Inventux Technologies AG (Berlin) - ein Photovoltaik-Unternehmen, das sich auf die Entwicklung, Produktion und Vermarktung von Dünnschicht-Modulen spezialisiert - hat von seinem Technologiepartner Oerlikon Solar die ersten Anlagen zur Produktion innovativer Dünnschicht-Photovoltaik-Module erhalten. "Knapp ein Jahr nach Gründung unseres Unternehmens haben wir heute einen wichtigen Meilenstein erreicht. Damit liegen wir voll im Zeitplan", erklärte der Vorstandsvorsitzende der Inventux Technologies AG, Volko Löwenstein. Am Fabriktor des Unternehmenssitzes im Berliner Stadtteil Marzahn zerschnitten Volko Löwenstein und Christopher Smith, Senior Vice President, Head of Sales & Customer Support von Oerlikon Solar gemeinsam in einem symbolischen Akt zur "Tool-Move-In"-Zeremonie ein gelbes Band. Neben dem Bezirksstadtrat für Wirtschaft, Tiefbau, Bürgerdienste und öffentliche Ordnung, Christian Gräff, nahmen auch Vertreter von Kapitalgebern, Projektpartnern sowie Mitglieder der Geschäftsführung des Schweizer High-Tech-Lieferanten Oerlikon teil.

Beschichtungs- und Strukturierungsanlagen für mikromorphe Dünnschicht-Solarmodule

Mitarbeiter von Inventux und Oerlikon werden unverzüglich mit der Installation der Produktionsanlagen beginnen. Noch vor Ende des Jahres sollen nach erfolgreichen Test- und Qualitätssicherungsphasen die ersten Solarmodule ausgeliefert werden. Bis dahin plant Inventux über 40 Millionen Euro in den Auf- und Ausbau der Solarfabrik zu investieren. Bei den Anlagen handelt es sich um große Beschichtungs- und Strukturierungsmaschinen für Reinräume, mit denen die neuartigen mikromorphen Dünnschicht-Solarmodule hergestellt werden. Die genutzte Technologie wird bisher bei der Produktion von Flachbildschirmen eingesetzt. Sie wurde weiterentwickelt, um eine industrielle Serienfertigung von technologisch führenden Solarmodulen auf Basis von Silizium zu ermöglichen.

"Unser Führungsteam verfügt über langjährige Branchenerfahrung sowie tiefgreifende Technologie- und Prozesskompetenz. Es wird uns gelingen, die Herstellung von Photovoltaikmodulen radikal zu vereinfachen, die Produktionskosten der Module und in der Folge die Kosten für die Erzeugung von Solarstrom nachhaltig zu senken", machte Volko Löwenstein deutlich.

18.04.2008 Quelle: Inventux Technologies AG Solarserver.de © Heindl Server GmbH


Dass Inventux bis Jahresende die ersten mikromorphen Module baut, kann ich mir vorstellen. Aber ob das wirklich viel mehr als Laborproduktion ist?

Ich vermute, die ersten echten mikromorphen (Klein)serien-Module aus europäischer Produktion kommen von Sontor...
Berlin - Sind die Deutschen die längste Zeit Solar-Weltmeister gewesen? "In zwei Jahren wird Deutschland nicht mehr der größte Markt für Photovoltaik-Anlagen sein", erwartet Erik Oldekop vom amerikanischen Solarhersteller Nanosolar. Ende Jahres wird nach seiner Einschätzung ein neuer Player groß ins Geschäft mit der Energiequelle Sonne einsteigen. "Mit der neuen Administration in Washington wird sich die US-Energiepolitik völlig verändern", sah der Nanosolar-Manager voraus, dessen Unternehmen derzeit im brandenburgischen Luckenwalde eine Solarfabrik errichtet.

Dennoch war die Diskussion der Deutsch-Amerikanischen Wirtschaftsvereinigung GABA in der Berliner Investitionsbank von keiner Krisenstimmung geprägt. Der globale Markt ist groß auch für solare Newcomer. Im letzten Jahr hatte die weltweite Photovoltaik-Produktion ein Volumen, dass damit die Dächer aller Häuser im Silicon Valley hätten bestückt werden können, gab Oldekop als Vergleichsgröße vor: "Es gibt also noch viele Märkte für uns". Die Größe des deutschen Marktes, der zurzeit noch die Hälfte aller weltweit hergestellten Solaranlagen aufnimmt, war daher auch der Grund für das kalifornische Unternehmen Nanosolar, in Deutschland zu investieren.

Auch beim Unternehmen Inventux, das in Pankow für über 40 Mio. Euro eine Solarproduktion aufbaut, erwartet man kein Ende des Booms. "Wir sehen keine Abschwächung des Marktes in den nächsten zwei Jahren", sagte Inventux-Marketingchef Thorsten Ronge. Für die Produktion seiner besonderen Dünnschicht-Photovoltaikmodule gebe es schon eine Vielzahl von Bestellungen. Letzte Woche wurden die ersten Produktionsmaschinen vom Schweizer Maschinenbauer Oerlikon angeliefert. Noch vor Ende des Jahres sollen die ersten Solarmodule ausgeliefert werden. Nach wie vor ist Inventux mit dem Berliner Standort zufrieden. Gleich nach der öffentlichen Ankündigung des Projekts im vergangenen September wurde das Unternehmen mit Stellenbewerbungen überschüttet. "Auf die jetzt 60 Arbeitsplätze kamen 900 Bewerbungen", berichtete Runge.

Auch die nächste Phase hat das Pankower Unternehmen, das eine neue Generation von Silizium-Modulen (mikromorph) produziert, schon im Visier. Die nächste Stufe nach den 33 Megawatt Jahresproduktion, mit der man jetzt beginne, werde eher im Bereich 100 statt 50 Megawatt liegen, verriet Runge.

Nanosolar in Luckenwalde hat sich ebenfalls auf eine Marktnische spezialisiert: Die Ausrüstung von kleinen städtischen Elektrizitätswerken mit Solaranlagen zwischen ein und 10 Megawatt Leistung.
Heliovolt // CIGS // proprietary


Former DuPont photonics executive joins HelioVolt as new CTO
21 April 2008


[Louay Eldada] HelioVolt Corporation has hired Louay Eldada, Ph.D from E.I. du Pont de Nemours & Company (DuPont) where he served as CTO, vice president of technology, vice president of engineering and board director for DuPont Photonics Technologies to the role of CTO at HelioVolt.


“HelioVolt has consistently hit its milestones for bringing our advanced solar technology to the global energy market, momentum that we aim to sustain as we launch and diversify our product offering,” said HelioVolt CEO and founder Dr. BJ Stanbery. “Louay brings a unique combination of Fortune 500 operational expertise, entrepreneurial drive and technical achievement, experience that makes him well-suited to align technology development with the needs of our partners and customers as we continue to execute on our plan for strategic growth.”

In the new position at HelioVolt, Dr. Eldada will direct strategic technology planning and development for the company’s advanced thin film solar energy products.
Miasolé // CIGS // USA

..so kann es auch gehen:


April 28, 2008 9:53 PM PDT
Miasole out, Global Solar in on solar contract
Posted by Michael Kanellos | 1 comment

Life is just not getting better for Miasole.

Dow Chemical announced Monday that it has selected Global Solar to provide copper-indium-gallium-selenide (CIGS) solar cells for its solar roofing project with the Department of Energy. Last May, the Department of Energy gave Dow a three-year, $9 million grant to develop solar roofing under the Solar America program.

Global Solar Energy replaced Dow's original CIGS solar cell provider. And who was that? Miasole.

Rumors also swirl that a three-year research grant under the Solar America program made directly Miasole is coming to an end. The company received $5.8 million in the first year of the program, which started last year, and could qualify for up to $20 million over a three-year period, assuming it met its goals. (Miasole was participating directly, and as a partner with Dow, in Solar America.). Sources close to the Energy Department, however, have said that the Miasole grant isn't being renewed.

Fifteen months ago, Miasole seemed headed for success. The company had pulled in more than $56 million in venture capital and said it was set to begin production of thin film CIGS cells in 2007. Many believed the company would be the first to come out with CIGS commercially. But by spring 2007, Miasole encountered a number of problems in bringing its products to market last year. The solar cells coming off of the company's initial production line were on average only able to convert 4 percent to 6 percent of the sunlight that struck them into electricity, below the company's 8 percent to 10 percent goal.

The company also had to lay off employees and swapped management teams.

By contrast, Global Solar moved into commercial production late last year, around the same time as Nanosolar, and says it is producing CIGS cells with 10 percent plus efficiency. Global uses evaporation techniques to deposit the CIGS materials onto film. It's less high tech than some of the processes used by Miasole and other CIGS firms, but Global likes to point out that it does work.

Again, we have not spoken to Miasole. We do not have a clear understanding why Dow switched CIGS providers and have not officially confirmed that the grant made directly to Miasole under the Solar America program will not be renewed. The Global Solar/Dow announcement, however, is somewhat unambiguous.
nur ein Gerücht - aufgeschnappt im LDK-Thread:

LDK CEO Starts Thin-Film Firm
The LDK Investor Group says Best Solar, a thin-film startup founded by LDK CEO Xiaofeng Peng, placed the $1.9 billion order that Applied Materials reported to the U.S. Securities and Exchange Commission in March.
by: Jennifer Kho
Bullet Arrow April 29, 2008

Rumors about Applied Materials’ (NSDQ: AMAT) mystery customer have been flying ever since the company reported a $1.9 billion sales agreement “with a privately held corporation based outside the United States” in March.
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Some industry insiders thought the purchaser was Masdar, Abu Dhabi’s alternative-energy company, which later that month announced it would build $1.2 billion worth of concentrating solar projects in the south of Spain. Others guessed it was Moser Baer, which in February had said it would pump $1.5 billion into thin-film solar, and still others thought it was Chinese solar-wafer manufacturer LDK Solar (NYSE: LDK).

Now, the LDK Investor Group thinks it has solved the mystery.

In a report released Tuesday, Hakan Telenius, the group’s organizer, said the buyer is Best Solar, a new company set up by LDK CEO Xiaofeng Peng.

Best Solar is an independent company that is unrelated to LDK -- other than sharing a founder -- and that aims to become the world’s largest supplier of thin-film solar panels, according to the report.

“I’m sure this is correct,” said Telenius, who wouldn’t disclose his source but said it was “a direct source” and that the information was confirmed by “lots” of other unnamed sources. “I also knew the news was spreading – lots of people, including at least one analyst, were well aware of what was happening – and we felt we had to release the information to all shareholders.”

Jesse Pichel, an analyst at Piper Jaffray, said he believes the report is correct, based on his own information. The theory also fits in with LDK’s annual report, which states that Peng and his family members “are considering and may invest or otherwise participate in his personal capacity in several alternative-energy projects, including projects involving thin-film solar technology, solar-thermal, wind energy and biofuels.”

“If true, it means the CEO’s personal business is directly competing with LDK shareholders,” Pichel said. “It’s a competing technology – one’s thin-film and one’s polycrystalline. And given that Peng’s the driver of the company, his attention may be diluted now that he’s having to run a big private company. He’s ramping a 1.5-gigawatt poly plant, a 1.5-gigawatt wafer plant and a gigawatt of thin film all at the same time.”

Officials at LDK didn’t return a call and e-mails by press time, and Applied Materials spokesperson David Miller said he couldn’t confirm or deny the information. “Applied continues to have no comment beyond our earlier filing,” he said.

LDK earlier this month said it was raising $400 million to build a 15,000-ton polysilicon plant and to expand its wafer production (see LDK to Raise $400M, LDK Wants $300M and LDK Seeks Big-Time Capital).

Telenius also mentioned the possibility of competition.

“If you’re selling solar panels through regular technology and thin-film technology, you’re kind of competing,” he said. “I wish we knew the strategy behind it all. And there may not be a strategy.”

He said he hopes Peng is considering a merger that would integrate LDK and Best Solar, diversifying its technology. But client relationships might prevent that if LDK has agreed not to get into the solar-panel business, he said.

usw...
Xunlight // flex a-SI // USA

könnte die alte MWOE sein...


Xunlight Raises Funds For Thin-Film Solar Commercialization
in News Departments > FYI
by SI Staff on Friday 25 April 2008
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Xunlight Corp., a company developing flexible thin-film silicon solar modules, has raised $22 million in a Series B financing investment led by Trident Capital, with participation from Emerald Technology Ventures and NGP Energy Technology Partners. The proceeds will be used to build commercial manufacturing capacity.

Founded as a technology spin-off from the University of Toledo, Xunlight commercialized its technology with significant assistance from the state of Ohio's Third Frontier Project.

"With its strong management team and technology base, as well as its connection with the University of Toledo, we expect Xunlight to become a global leader in the fast growing building integrated photovoltaic market," says Mark Iwanowski of Trident Capital.
JV - TF solar u.a. // ??? // Indien, Hyderabad


Goldstone forms JV with TF Solar, Jusung
BS Reporter / Hyderabad April 29, 2008

To set up solar panel unit in Hyderabad.

Hyderabad-based Goldstone Infratech (formerly Goldstone Teleservices), the country's largest manufacturer and supplier of composite insulators, has formed a joint venture with TF SolarPower and Korea-based equipment supplier Jusung Engineering to set up a Rs 2,800 crore thin-film photovoltaic panels (PV) manufacturing unit in Hyderabad.

While Goldstone will hold a 54 per cent stake in the JV project, the first fab in any kind at the Fab City in Hyderabad, TF SolarPower and Jusung will jointly hold the remaining.

The JV will leverage the expertise of TF SolarPower, a company promoted by June Min of South Korean firm Intellect Inc that had set up foundry semiconductor fabs for fabless companies in the US, China and South Korea, for the execution of the project.

It will deploy Jusung's patented 3D cell design and manufacturing technology for making thin-film PV panels.

"The PV plant will have a capacity to produce 350 megawatt with an estimated project cost of Rs 2,800 crore over the next 4-5 years. This could be scaled up to 1,000 mw involving an investment of Rs 16,000 crore after a certain period of time," NK Rawal, chief executive officer, GoldStone Group of Companies, told mediapersons here on Monday.

"The initial fab capacity will be 52 mw with an investment of Rs 600 crore for the first fab of the project with the debt-equity ratio of 1.5:1. We are in the process of raising funds through internal accruals and equity expansion in Goldstone," Rawal said, adding construction work on the project had already begun and the first batch of PV panel products will be delivered in the first quarter of 2009.
Optisolar // a-SI // USA


Can OptiSolar Make Thin-Film Dreams Real?
With more than 700 megawatts of projects in its pipeline and at least $71.7 million in funding, Optisolar has big plans for thin film. So why have you heard so little about them?
by: Tyler Hamilton
Bullet Arrow April 30, 2008

A low-key California solar startup with links to Canada’s oil sands industry is emerging as a dark horse in the increasingly competitive market for thin-film solar cells.
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But some observers wonder whether three-year-old OptiSolar can deliver where others have struggled.

OptiSolar, of Hayward, Calif., unveiled plans last week to build a 550-megawatt solar PV park in San Luis Obispo County, Calif. Construction on the massive $1 billion project is expected to begin in 2010, with the company’s silicon-based thin-film panels blanketing about 9.5 square miles of flatlands on the Carissa Plains -- not far from Ausra’s proposed 177-megawatt solar-thermal plant.

Meanwhile, OptiSolar aims to break ground next month on the first of several solar parks it plans to construct in Ontario, Canada. The company has signed 21 contracts with the local power authority to sell more than 200 megawatts of solar electricity into the Ontario grid. The province pays a premium of 42 Canadian cents per kilowatt-hour under its European-style standard offer program.

Peter Carrie, vice president of OptiSolar’s Canadian subsidiary, OptiSolar Farms Canada, says the first 10 megawatts of its largest project -- the 60-megawatt “Solar Sarnia” park -- will be operational by the end of this year.

“Our project management team is already mobilizing,” Carrie said. “We’ll build out the balance in 2009.”

The projects in Ontario and California alone account for more than 700 megawatts of solar capacity, an impressive pipeline for a thin-film startup yet to establish volume manufacturing or an industry track record.

“If they’re developing their own thin-film technology, you might expect that to take more than three years,” said Jenny Chase, lead solar analyst with New Energy Finance. She said producing quality thin-film modules has been the holy grail of the solar industry for 30 years. “It’s not trivial. There are a number of companies that have hit the stage where OptiSolar is right now and haven’t produced enough to build a 550-megawatt project.”

First Solar (NSDQ: FSLR), with its cadmium-telluride thin-film modules, is a standout exception. Even Nanosolar, which has a three-year head start on OptiSolar and has raised $150 million over the past two years, only began production of its copper-indium-gallium-diselenide panels in December.

OptiSolar, however, has a vertically integrated business model that makes it somewhat unique among its peers. Its biggest customer appears to be itself, meaning it can assure access to low-cost modules as it embarks on a plan to construct multi-megawatt solar parks around the world.

Its revenues will come from long-term power-purchase agreements, and any progress in lowering module and installation costs go directly to the bottom line.

The strategy makes it easier for OptiSolar to attract capital for its large solar parks, because it theoretically can guarantee a better return on investment than a company such as SunEdison, which must buy marked-up product from third-party suppliers.

So far, OptiSolar has done a decent job of attracting capital, most of it under the radar. Chase said the company – formerly named Gen 3 Solar Inc. -- has raised $71.7 million in venture capital since December 2006, though some have reported figures as high as $89 million.

Even so, Chase said she suspects the company will run into difficulty supplying its own projects and may need to buy modules from other manufacturers to bridge the gap.

Carrie dismissed the possibility.

“Our plans are to use our own modules for all our projects, including the initial ones,” he said. “You don’t need to speculate about that.”

Initial modules for Ontario will be manufactured out of OptiSolar’s California facility. The company also is constructing a 600,000-square-foot “high-volume” manufacturing plant in Sacramento, Calif., where the county is offering a $20 million economic incentive to make the site more attractive.
Miasolé // CIGS // USA

Miasolé Drops Out of DOE Program
The thin-film solar company has turned down up to $20 million in funding for one DOE project and partner Dow Chemical has selected a competitor, Global Solar, to take its place in another.
by: Rachel Barron
Bullet Arrow April 30, 2008

Thin-film solar developer Miasolé has dropped out of a government funding program that would have given the company up to $20 million for research and development, according to Scott Stephens, a government contractor who spoke on behalf of the U.S. Department of Energy on Tuesday.
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"Miasolé decided it wasn't aligned with what they wanted to do as a company," said Stephens, who helps oversee the DOE solar-research program Technology Pathway Partnership and also is a senior engineer with the consulting group Sentech.

Last year, the DOE announced it had selected Miasolé, along with 12 others, to receive a up to $168 million for technology development. Miasolé was expected to use its funding, which was to be dispensed over three years, to develop flexible thin-film modules with integrated electronics and to advance solar installation technologies.

After Dow Chemical earlier this week announced it was replacing Miasolé with competitor Global Solar as its partner on another DOE project, CNET reported that the Miasolé grant isn't being renewed. Rumors abounded that the DOE had dropped Miasole from the program.

But Stephens said those rumors simply aren't true. The DOE and Miasolé were still hashing out what is called the "statement of project objectives" late last year when the solar company decided to walk away, he said.

Stephens said there is no bad blood between the two, and that Miasolé was entitled to back away during the negotiation period.

And Miasolé CEO Joseph Laia said the company also backed away from the Dow Chemical deal, instead of the other way around.

That's because both deals, which were submitted to the DOE before he started at the company in September, required Miasolé to develop flexible building-integrated photovoltaic technology.

Laia said integrating this type of thin-film solar into building materials is difficult because it is particularly exposed to the elements and requires a special membrane to keep water from getting into the cells.

The problem is that the barrier isn’t available today, and probably won’t be economical for another two years, he said.

Laia said he decided to turn down the DOE projects because he wanted to keep the company focused on improving cell efficiency and manufacturing its current technology.

Speculation about technology problems at Miasolé have run rampant since the startup laid off about 40 employees in December (see Former Employees Confirm Cuts and Layoffs Raise Questions About Technology).

At the time, Paul Maycock, president of the solar-electric consulting and research firm Photovoltaic Energy Systems, said the layoffs were a sign that company had run into technical difficulties. “It’s very difficult to make thin film,” he said in December.

But Laia said the company isn’t having any more technological problems than everyone else. The company is working to increase the efficiency with its thin-film cells that convert sunlight into electricity and is tightening up the manufacturing process to reduce excess waste.

Laia said Miasolé is producing panels with 9 to 10 percent efficiency. "But you don't have to take my word," he said. The National Renewable Energy Laboratory is verifying Miasolé’s conversion rate and Laia said he hopes to receive the lab’s results in the next three weeks.

The company's competitor, Global Solar, has reached an average efficiency of 10 percent for its cells (it’s not making panels). Silicon-based crystalline cells often have efficiencies of 12 to 15 percent.
Baoding Tianwei // a-SI // Oerlikon // China

Oerlikon Solar wins turnkey thin-film PV module deal from Baoding Tianwei

Oerlikon Solar and Chinese company Baoding Tianwei have inked a deal for a turnkey thin-film PV module production line in Bao Ding, China. The comprehensive agreement will see the provision of all production equipment and testing facilities, which will be shipped in the next few months and installed by Oerlikon Solar. Initial production capacity for the line will be 46.5MWp per annum.

“With this major order we expand our footprint in Asia entering one of the most attractive solar markets worldwide,” said Dr. Uwe Krüger, Oerlikon CEO.
Antwort auf Beitrag Nr.: 34.012.233 von meinolf67 am 02.05.08 00:43:00
Das ist die Mutter von Yingli, oder?

Kennen wir den schon?

Sunovia / CdTe / USA

Sunovia announced yesterday that it had completed its next round of financing and was devoting these resources to the company’s plans for manufacturing CdTe solar cells. More than $25 million has been invested into the companies' core CdTe research, development and design for the high-throughput CdTe-based manufacturing facility.

Sunovia’s move to mainstream commercial solar is a departure from its background as a supplier of niche solar products for NASA and the military. Sunovia claims to have developed an advanced manufacturing process for CdTe cells that will reduce the footprint of a 100MW facility to only 10,000 square feet. This reduction could enable them to compete with larger scale producers in the future as their ability to ramp could be greatly enhanced by the new process.

Obvious comparisons will be drawn between Sunovia’s goals and the current CdTe incumbent First Solar who has attracted enormous coverage recently for its higher-than-expected first quarter results. For 2008, the company expects sales from $975 million to $1.05 billion, well over analysts' estimates of $954.9 million.

Commenting on the first quarter result, Chief Executive Michael Ahearn said in a conference call, "Demand for our products remained robust during the quarter, and we continued to experience market demand in excess of supply.” First Solar is looking to reach 1GW of production by 2009.

There can be no doubt that Sunovia has high expectations for the future. "Initially, the high-efficiency CdTe-based solar cells are targeted at concentrated solar photovoltaic (PV) systems that support the commercial and utility-scale renewable energy markets. After demonstrating the scalable 10 MW high-throughput CdTe manufacturing system, we believe that the company will be ideally positioned to add additional capacity within a relatively short period of time in a cost-effective manner. In addition, the core manufacturing system is designed to have a very small footprint and can be scaled to meet the increasing demands, which are anticipated for this market throughout the foreseeable future," said Carl Smith, CEO of Sunovia. "Our aim is to achieve, or even undercut, the cost-per-watt manufacturing targets and timeframes, which are identified within the Department of Energy's Solar America Initiative, and we believe that we are uniquely positioned to accomplish this."

There is no doubt that demand will continue to grow for CdTe-based products, particularly in the utility grade CPV sector. The question is: who will be the one meeting that demand in three years’ time?

---------------

The company, based in Sarasota, Florida, is trade on the over-the-counter bulletin board as SUNV.
Antwort auf Beitrag Nr.: 34.012.380 von MontPelerin am 02.05.08 06:51:05Bin mir nicht ganz sicher, die Firmierung der Mutter laut Prospekt lautet:

Baoding Tianwei Boabian Electric;

als Kurzform wird Tianwei Baobian verwendet.

Insoweit würde ich eher auf "Nein" tippen...




Sunovia ist mir neu. Danke!



Und bei Te bin ich nicht weniger skeptisch geworden. Im CC waren erstmals mehr Fragen zur Rohstoffversorgung und da sind die Antworten sehr schmallippig gewesen.

Habe im Hauptthread ein paar Infos zu Te-Preisen und Versorgungslage gepostet, die ich auf einer für mich neuen interesanten Seite (www.metal-pages.com) gefunden habe. Leider teuer und nur ein einwöchiges Testabo möglich...
Antwort auf Beitrag Nr.: 34.013.836 von meinolf67 am 02.05.08 10:54:13
Baoding Tianwei Boabian oder Tianwei Baobian... :confused: Die Chinesen wollen mich fertig machen. :laugh: ;)
Im Kamikaze-Artikel der EUROamS
http://www.finanzen.net/nachricht/Die_Solar_Luege_EuramS__71…

tauchen auf:
-> norwegischer Solarkonzern REC
----> gemeint ist die REC-GROUP (1,7 Mrd. Umsatz in Q1/08)
----> http://www.recgroup.com/
-> chinesisches Unternehmen Suntech
----> haben wir schon

Ist schon interessant, was so eine Studie für einen Widerhall finden kann und wird...
Polysilicon shortages will spur thin film CAGR of 70 percent through 2010,

iSuppliPolysilicon shortages are not only limiting the potential growth of the PV industry but are continuing to impact manufacturing costs, according to Dr. Henning Wicht, Senior Director and Principal Analyst, MEMS and PV for iSuppli. Costs are rising rather than falling, forcing PV manufacturers to establish their own polysilicon production as well as seek cost saving elsewhere.

“Polysilicon shortages are driving prices up,” noted Wicht. “For companies attempting to expand their PV fabs to meet rising demand, it’s becoming very difficult to secure low-priced silicon.”

Wicht noted that PV companies must pay polysilicon suppliers between 10 and 20 percent of their total contract costs up front to secure availability of the key raw material. This has made cost reduction mandatory for the PV industry.

The alternative of course is not to be dependent on silicon for solar cell production. Wicht pointed out that the growth in thin-film technologies is expected to outgrow the sector. He expects thin-film technologies to rise to 20 percent of the total PV market in 2010, up from 5 percent in 2007. Thin-film PV will grow by a Compound Annual Growth Rate (CAGR) of 70 percent from 2007 to 2010.

In its preliminary forecast, global revenue for PV cells is projected to increase to as much as $22.1 billion in 2012, up from $9.6 billion in 2007. By 2020, about 50,000 megawatts worth of PV systems (MWp) will be installed annually, up by a factor of nearly 20 from 2,538MWp in 2007.

With these projected levels of growth, PV manufacturers dependent on polysilicon are being forced to become more vertically integrated. Cost reductions must also be implemented across the entire PV system supply chain, including polysilicon, wafers, cells, modules and finished systems, noted Wicht.
5. Mai 2008
Oerlikon Gets Contract For Thin Film in China
Beijing, China [RenewableEnergyWorld.com]

Oerlikon Solar and Baoding Tianwei announced they have signed a contract for a turnkey thin-film solar module production line. The initial production capacity will be 46.5 megawatts (MW) per year.

"Our capabilities to enhance the efficiency of proven thin-film silicon solar modules result in a direct reduction of cost of ownership. This is a major advantage for our customers in gaining market share."

-- Jeannine Sargent, CEO, Oerlikon Solar

The deal includes all major thin-film solar module production equipment including metrology and testing facilities. In the coming months the machinery will be shipped, installed and commissioned by a team of Oerlikon Solar experts. The project site is located in Bao Ding.

"Our capabilities to enhance the efficiency of proven thin-film silicon solar modules result in a direct reduction of cost of ownership. This is a major advantage for our customers in gaining market share," said Jeannine Sargent, CEO of Oerlikon Solar.
Sunovia // CdTe // USA

Sunovia set to take on First Solar in two years?
01 May 2008 - Solar Cell - News
Popular Articles
Sunovia set to take on First Solar in two years? - 01 May 2008

SunoviaSunovia announced yesterday that it had completed its next round of financing and was devoting these resources to the company’s plans for manufacturing CdTe solar cells. More than $25 million has been invested into the companies' core CdTe research, development and design for the high-throughput CdTe-based manufacturing facility.

Sunovia’s move to mainstream commercial solar is a departure from its background as a supplier of niche solar products for NASA and the military. Sunovia claims to have developed an advanced manufacturing process for CdTe cells that will reduce the footprint of a 100MW facility to only 10,000 square feet. This reduction could enable them to compete with larger scale producers in the future as their ability to ramp could be greatly enhanced by the new process.

Obvious comparisons will be drawn between Sunovia’s goals and the current CdTe incumbent First Solar who has attracted enormous coverage recently for its higher-than-expected first quarter results. For 2008, the company expects sales from $975 million to $1.05 billion, well over analysts' estimates of $954.9 million.

Commenting on the first quarter result, Chief Executive Michael Ahearn said in a conference call, "Demand for our products remained robust during the quarter, and we continued to experience market demand in excess of supply.” First Solar is looking to reach 1GW of production by 2009.

There can be no doubt that Sunovia has high expectations for the future. "Initially, the high-efficiency CdTe-based solar cells are targeted at concentrated solar photovoltaic (PV) systems that support the commercial and utility-scale renewable energy markets. After demonstrating the scalable 10 MW high-throughput CdTe manufacturing system, we believe that the company will be ideally positioned to add additional capacity within a relatively short period of time in a cost-effective manner. In addition, the core manufacturing system is designed to have a very small footprint and can be scaled to meet the increasing demands, which are anticipated for this market throughout the foreseeable future," said Carl Smith, CEO of Sunovia. "Our aim is to achieve, or even undercut, the cost-per-watt manufacturing targets and timeframes, which are identified within the Department of Energy's Solar America Initiative, and we believe that we are uniquely positioned to accomplish this."

There is no doubt that demand will continue to grow for CdTe-based products, particularly in the utility grade CPV sector. The question is: who will be the one meeting that demand in three years’ time?
Heliovolt // CIGS // USA


HelioVolt aims thin-film sales at integrated building systems
07 May 2008 - PV Modules - News

HelioVoltHelioVolt Corporation has teamed with Architectural Glass & Aluminum Co. to develop and offer building integrated photovoltaic (BIPV) products for its thin-film PV modules. According to NanoMarkets, a market research firm, BIPV products are one of the largest market opportunities for thin-film products, and are expected to constitute about $800 million in 2011. HelioVolt’s agreement with AGA marks the company’s first partnership for delivering BIPV products to market.

“Driven by the inherent value of being able to generate clean electricity at the same place it’s being consumed, the market for distributed solar energy is developing at breakneck speed,” said HelioVolt CEO Dr. B.J. Stanbery. “In addition to offering advances over the typical solar panel products that dominate the market today, HelioVolt’s manufacturing process enables next-generation smart building materials capable of powering cities of the future.”

“AGA has a 40-year history of delivering specialized curtain wall products and services to our customers throughout the Western United States. This new solar-enabled product line will add value and innovation to our already trusted offering,” said Joe Brescia, CEO of AGA. “HelioVolt’s unique manufacturing process and quality of the resulting CIGS thin film make the company a valued partner as we move into a new category of BIPV products.”

HelioVolt is currently constructing a manufacturing facility in Austin, Texas to produce its CIGS thin-film products after raising more than $100 million in 2007.
Miasolé // CIGS //USA


Miasolé Clears the Air
In an attempt to lay rumors of technical difficulties to rest, the thin-film developer opens its doors to Greentech Media. CEO Joseph Laia says he expects to start shipping thin-film solar panels before the year's end.
by: Rachel Barron
Bullet Arrow May 09, 2008
CEO Joseph Laia says his company will start shipping thin-film solar panels by the end of this year.
Rachel Barron
Advertisement

Miasolé plans to ship its first commercial thin-film solar panels to customers by the end of this year, CEO Joseph Laia told Greentech Media this week.

After contending with layoffs, an executive change and months of rumors that the thin-film developer had been suffering technical setbacks, usually tight-lipped Laia said Miasolé has improved its efficiency and is ready to grow.

The company, which has the capacity to produce 40 megawatts per year from its pilot line and two production lines at its headquarters in Santa Clara, Calif., expects to expand its annual California capacity to 120 megawatts next year, Laia said. He added the company will be building a larger second factory in the western United States next year and that it should be up and running by 2010.

But the company isn’t exactly known for keeping its promises.

Miasolé previously said it planned to reach 50 megawatts of capacity by 2007 and 200 megawatts by 2008 (see The Energy Blog, Red Herring and CNET).

What’s different? For one thing, Laia himself, who took over after former CEO David Pearce stepped down from the top spot in September and left the company in December.

Laia said that when he came on board the company was producing cells with an average 5 percent efficiency, meaning the cells converted about 5 percent of the sunlight that hit them into electricity.

That's a far cry from the conversion efficiency of thin-film darling First Solar (NSDQ: FSLR), which is the world’s largest thin-film company (see Wall Street's Love Affair with First Solar Continues and Thin Films Lead U.S. Solar Production).

First Solar, which makes cadmium-telluride films, reached an average cell efficiency of 10.6 percent at the end of the fourth quarter, Jesse Pichel, a senior research analyst at Piper Jaffray, wrote in a research note.

Laia said that since he took the helm, Miasolé has been working to increase cell efficiency and tighten up the manufacturing process to reduce excess waste. And, according to him, it’s worked: Miasolé is producing panels with 9 to 10 percent efficiency, he said.

Now, Laia said, Miasolé isn’t having more technological problems than anyone else.

"This isn't easy," he said about going after high efficiency while keeping costs under control. "I don't think anybody has figured it out because you can't buy a good [copper-indium-gallium-selenide] module at a low price from anybody in the world."

Thin-film solar cells use little or no silicon, the costliest part of most solar cells. Advocates claim the technology can potentially lower costs beyond that of silicon-based cells.

Miasolé makes copper-indium-gallium-diselenide films, also known as CIGS. In laboratory tests, CIGS films have reached the highest efficiency, compared with other thin films. The approach also is being used by HelioVolt, Nanosolar, Global Solar and others.

But so far, none of the CIGS companies has managed to reach mass-market production – or to beat First Solar’s costs or efficiency outside of the lab.

And Miasolé doesn’t expect to do that right away, either.

Tom Hecht, Miasolé's director of sales and marketing, said the company will be producing panels at a higher cost than that of First Solar at first, but eventually expects to become competitive.

First Solar reported a manufacturing cost of $1.12 per watt in the fourth quarter of last year.

With First Solar dominating the thin-film market and churning out impressive profits to boot, the heat is on for companies like Miasolé to bring their products to the market fast.

Brian Yerger, a research analyst with Jesup & Lamont, said the market is ripe for thin-film solar.

If a company can reach high efficiencies at the right price point, "then you have a ready-made market where you can sell all you can produce," he said.

Paul Maycock, president of solar-electric consulting and research firm Photovoltaic Energy Systems, said that CIGS-based solar films, such as Miasolé’s, should theoretically be more efficient than cadmium-telluride films such as First Solar’s.

In labs, CIGS films have reached efficiencies of nearly 20 percent, while cadmium-telluride films have topped out at about 16.5 percent.

"We have been hearing from all the CIGS (companies) and nobody is shipping yet in any quantity," he said. "It's very easy to set goals. But the proof will be in the eating."
AMAT // turn-key-supplier // USA
T-Solar Global // a-SI // Spanien


Applied Materials Announces Powerful SunFab Performance Service; Signs Multiyear Agreement with T-Solar
Monday May 12, 7:30 am ET

SANTA CLARA, Calif.--(BUSINESS WIRE)--Applied Materials, Inc. today announced another first for the solar industry with its SunFab Performance Service™ program. This unique service solution guarantees the performance cost and output of the Applied SunFab™ Thin Film Line for producing solar modules, enabling continuous cost reduction based on megawatt output. As the most comprehensive integrated support solution in the solar industry, the SunFab Performance Service allows customers to quickly ramp to volume production and optimize the efficiency and productivity of their SunFab™ Line.

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Applied has signed a multiyear agreement to provide the SunFab Performance Service to T-Solar Global S.A. of Spain for the Applied SunFab Thin Film Line. Using 5.7m2 glass panels, the SunFab Line can reduce the cost of utility-scale photovoltaic installations by more than 20%. “Based on Applied’s proven track record of providing service and technology to the chip industry, we are very confident that we have made the best choice for this key project,” said Juan Laso, general manager of T-Solar.

As part of this service agreement, Applied will manage and optimize T-Solar’s SunFab Line performance with a wide variety of engineering, logistics, technology and automation software solutions. In addition to all preventive and corrective maintenance and complete parts management, Applied will provide continuous improvement programs and total factory optimization to enable low operating cost and on-going productivity gains.

“By entrusting the equipment, maintenance and performance of our solar production line to Applied, we are guaranteed specific results that minimize our risk, shorten our time to production, and meet our profit goals,” stated Cesar Alberte, fab director of T-Solar. “We view this as the most economic solution to running our solar fab that over time will allow us to drop the cost per watt of solar energy.”

“Guaranteeing performance through cost of operation and associated megawatt output represents a major shift from the traditional service model,” said Manfred Kerschbaum, senior vice president and general manager of Applied Global Services. “We are pleased to pioneer the way in providing customers like T-Solar with a comprehensive service program that represents a step function improvement in value and the most complete and dependable choice for maintaining and optimizing their investment.”

In 2007, T-Solar became the first company in Europe to order an Applied SunFab Thin Film production line. The line is expected to have a nominal rated capacity of 40 megawatts per year when fully operational, enabling T-Solar to capitalize on the rapidly expanding market in Spain for photovoltaic installations.

T-Solar Global S.A. is an industrial group based in Spain focused on photovoltaic technologies. In addition to investing in next-generation manufacturing, T-Solar installs and operates its own PV power generation plants. At T-Solar, we are passionate about what we do, as we sow the seeds of a better world; it is our genuine belief that PV technology will in the long run significantly contribute to a more sustainable approach to power generation.

Applied Materials, Inc. (Nasdaq:AMAT - News) is the global leader in Nanomanufacturing Technology™ solutions with a broad portfolio of innovative equipment, service and software products for the fabrication of semiconductor chips, flat panel displays, solar photovoltaic cells, flexible electronics and energy efficient glass. At Applied Materials, we apply Nanomanufacturing Technology to improve the way people live. Learn more at www.appliedmaterials.com.
Antwort auf Beitrag Nr.: 34.075.423 von meinolf67 am 12.05.08 13:48:58tja, kann man so oder so interpretieren:

a) AMAT ist so toll, dass alle nur drauf fliegen
b) T-Solar ist anpxxßt und sagt, "nun seht mal zu, daß Euer Kram auch läuft"...


Welche Version mag wohl stimmen?
Ein Zulieferer; Futter für AMAT & Co.??


Sencera ships first its first ViPeR Platform

Sencera, a Charlotte, NC based company focused on the development, production and sale of high performance plasma sources, photovoltaic (solar energy) manufacturing tools, and thin film solar cells announced the first shipment of the ViPeR Plasma Enhanced Chemical Vapor Deposition (PECVD) and Etching platform. The fully automated ViPeR is a modular platform operated form a distributed control system. Users benefit from gas utilization in excess of 70% and increased deposition rates for a wide variety of films. The robust ViPeR platform can perform as an individual chamber, or be combined with additional ViPeR’s for greater throughput. The platform features an integrated power source and handles both batch and roll to roll processes.

Dr. Russell Jewett, President of Sencera, says the ViPeR is the next generation of Sencera’s thin film deposition process technology. Increased deposition rates at lower temperatures allow plasma deposition work on new materials including many plastics.

“The ViPeR is one of the most economical tools available for semi-conductor quality PECVD. The platform uniformly deposits films on large area substrates over 0.4 meters wide, and can be scaled to several meters, as needed.”

The ViPeR supports applications in several industries. These include: Thin film solar cells, glass coating, metallization, and Liquid Crystal Display (LCD / Thin Flexible Display).
Sunovia // CdTe & SI ??? // USA


Sunovia and EPIR Announce Unprecedented Breakthrough in the Manufacturing of Single Crystalline Cadmium Telluride (CdTe) on Silicon
Thursday May 8, 12:24 pm ET

SARASOTA, Fla., May 8 /PRNewswire-FirstCall/ -- Sunovia Energy Technologies, Inc. (OTC Bulletin Board: SUNV - News) and EPIR Technologies, Inc. (EPIR) are pleased to announce an unprecedented breakthrough in the manufacturing of Single Crystalline Cadmium Telluride (CdTe) grown by molecular beam epitaxy (MBE) on silicon (Si), known as CdTe/Si. The companies have discovered a method to produce single crystalline CdTe/Si more rapidly than ever achieved before in any lab, even for a single isolated sample. The results have been independently validated and are readily reproducible with an extremely high yield and an unprecedented high crystal quality. This breakthrough paves the way for continued progress toward the large-scale manufacturing and commercialization of single crystalline epitaxial CdTe/Si, which the companies believe, as of today, has no competitors. This breakthrough again demonstrates the companies' continuing role as the leading developers of advanced night vision materials and ultra-high-efficiency solar cells based on CdTe/Si.

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This breakthrough validates the first reproducible, high-yield growth of high-quality CdTe/Si suitable for commercial manufacturing. The companies believe that this development alone will greatly reduce the cost of high-efficiency CdTe-based solar cells and night vision detectors and cameras. This breakthrough also dramatically improved the crystal quality of the CdTe produced. It created improvements in the crystal quality of three-inch CdTe wafers more than twice as great as all of the improvements achieved over the last decade. In addition, the improvement in uniformity across the wafer is even more striking than the great improvement in crystal quality at the center of the wafer. This indicates a high likelihood of being able to move rapidly to the commercial large-scale manufacturing of even larger area CdTe/Si wafers, further lowering costs and speeding up production. This is of prodigious importance to the companies' solar cell manufacturing program because that program has single crystal CdTe/Si as its fundamental base for creating even more efficient cells.

As explained in previous Sunovia press releases, the development of high-efficiency infrared materials and devices and that of photovoltaic (PV) devices are very similar, except that infrared device manufacturing is much more precise and difficult.

"I am very pleased for the shareholders and investors of Sunovia and EPIR to announce this unprecedented breakthrough," stated Dr. Siva Sivananthan, President and CEO of EPIR Technologies, Inc. "This accomplishment is a direct reflection of the incredible talent at EPIR, and the 'team first' attitude we share with Sunovia," added Sivananthan.

About Sunovia Energy Technologies, Inc. and EPIR Technologies, Inc.

Sunovia and EPIR own significant equity interests in one another. Sunovia is a Sarasota, Fla.-based renewable energy and energy conservation company that is working to develop one of the most advanced and cost-effective cadmium telluride (CdTe) solar cell technologies ever created. Sunovia is also the owner of the proprietary EvoLucia(TM) LED lighting product line; the incredibly energy efficient LED lighting solutions have received CE, FCC, TUV and IP23 regulatory approvals, and are now being marketed worldwide.

Illinois-based EPIR Technologies, Inc. ( http://www.epir.com ) is one of the most advanced IR sensor and imaging companies in the world. EPIR's knowledge, experience and expertise in the growth of CdTe, HgCdTe and other II-VI semiconductors equal or exceed those of any other company in the world. Their prowess in this area is unmatched and has been endorsed by the award of unprecedented Congressional funds for the development of a manufacturing capability for CdTe on Si and the award of a patent for growing CdTe directly on a Si readout integrated circuit, as well as other patents. Although currently entering manufacturing in order to maximize the profit from its distinguished R&D, EPIR is committed to protecting its strong R&D and technology base and is maintaining close collaborative relationships with Department of Defense, industrial, and university laboratories. EPIR is now ramping up its manufacturing of CdTe on Si and is manufacturing high quality HgCdTe infrared material, using the CdTe on Si as a low cost substrate. In addition, EPIR has developed a portfolio of specialty sensors that it has begun to produce; including both a variety of IR sensors and a biosensor and decontamination system.

Perhaps most important, EPIR now has leveraged its great expertise in the manufacturing of II-VI semiconductor materials and optoelectronic devices to enter the rapidly expanding field of solar energy. The same techniques learned in the growth of military-grade infrared materials are now being successfully applied to the production of solar cells. High-sensitivity infrared materials produced at low cost by EPIR are being used to obtain high solar cell efficiencies at low cost. EPIR's immediate plans include the manufacturing of solar cells for space applications and concentrator systems.

Sunovia Energy's Web site is located at www.sunoviaenergy.com . EPIR Technologies, Inc.'s Web site is located at www.epir.com . More information about this exclusive partnership may be viewed in the company's filings with the Securities and Exchange Commission (SEC), available online at www.sec.gov.
Antwort auf Beitrag Nr.: 34.075.819 von meinolf67 am 12.05.08 15:18:13ups, falscher Thread, die sind schon börsennotiert...

Thread: Sunovia - Technologiegesellschaft auch mit Solar Products
Showa Shell // CIGS // Japan


:: Showa Shell to Quadruple Photovoltaic Module Production
+ 26.01.2008 + Showa Shell Sekiyu K.K., a major Japanese oil company, announced August 15, 2007, that it is starting construction of its second CIS photovoltaic module plant, managed by its subsidiary, Showa Shell Solar K.K. (CIS refers to the ingredients copper, indium, and selenium).
With an annual production of 60 megawatts (MW), it will be the world's largest CIS photovoltaic module plant. Construction in Miyazaki begins in fiscal 2007, and manufacturing is scheduled to start in the first half of fiscal 2009.

The company launched commercial production at its first plant, also in Miyazaki and in operation since October 2006, which has a production capacity of 20 MW (see the related JFS article below). With the new plant, the company will increase current production by four times. The products manufactured will be sold mainly in the domestic market through Showa Shell Sekiyu's agent network.

The CIS photovoltaic module, marketed under the "Solacis" product name, is a thin-film compound solar module, mainly consisting of copper, indium, and selenium. Compared to conventional crystalline silicon-based solar modules, the CIS module requires no silicon (which is in short supply), so there are seldom shortages of raw materials, and less energy is required in the production process. Solacis won the Good Design Award (Ecology Design Award) for fiscal 2007, sponsored by the Japan Industrial Design Promotion Organization.
Pramac // a-Si // Italien // Oerlikon


14. Februar 2008 - 16:24 Diesen Artikel drucken Diesen Artikel versenden RSS Feed
Solarfabrik lässt Sonne scheinen
Gemeinsame Pressekonferenz von Oerlikon Solar und der Pramac-Gruppe.
Bildlegende: Gemeinsame Pressekonferenz von Oerlikon Solar und der Pramac-Gruppe. (Ti-Press)


Die italienische Pramac-Gruppe investiert 85 Millionen Euro in eine Fabrik zur Produktion von Solarmodulen im Tessin. Für die Standortwahl war der Brand "Made in Switzerland" mitentscheidend.

Für die Wirtschaft im Tessin und insbesondere das strukturschwache Locarnese ist dies eine gute Nachricht. 150 Arbeitsplätze entstehen im High-Tech-Sektor.

Die von Oerlikon Solar entwickelte Technologie zur Herstellung von Silizium Dünnschicht-Solarmodulen wird zum ersten Mal in der Schweiz selbst in Produktion gehen.

Nachdem diese Technologie bereits mehrfach ins Ausland verkauft wurde, unter anderem nach Deutschland, Taiwan und Singapur, hat sich die italienische Pramac-Gruppe entschlossen, eine solche Solarfabrik im Industriegebiet von Riazzino bei Locarno zu verwirklichen.

Der Bau der Fabrik soll bis Ende dieses Jahres abgeschlossen sein, wie Vertreter von Pramac und Oerlikon Solar diese Woche an einer gemeinsamen Medienkonferenz in Lugano erklärten. 150 Mitarbeiter werden eingestellt. Sie sollen möglichst in der Region angeworben werden, sagte Pramac-CEO Paolo Campinoti.
Standorte verglichen

Die Pramac-Gruppe hatte für die neue Solarfabrik mehrere Standorte geprüft, unter anderem in Süditalien, Osteuropa und Spanien. Laut Campinoti wurden teilweise wesentlich attraktivere Standortbedingungen und Fördermassnahmen angeboten als in der Schweiz.

Trotzdem habe man sich für das Tessin entschieden, vor allem wegen des Markenzeichens "Made in Switzerland". Dieses Qualitätslabel sei in einem Hochpreismarktsegment äusserst wichtig. Dazu kamen attraktive steuerliche Rahmenbedingungen, eine gute Infrastruktur, die Nähe zu universitären Forschungszentren sowie eine speditive Zusammenarbeit mit den Behörden.

Die Wirtschaftsförderung des Kantons Tessin unterstützt die Ansiedelung der neuen Solarfabrik aktiv. Über den konkreten Betrag kann Arnoldo Coduri, Chef des kantonalen Wirtschaftsamtes, aber noch keine Angaben machen, da der Grosse Rat zuerst noch den entsprechenden Rahmenkredit gewähren muss.
« Wir wollen Business machen. »

Cristian Cavazzoti, CEO Pramac Swiss
Produktion im Jahr 2009

Der Zeitplan ist straff, die Ambitionen sind hoch. Bereits im Januar 2009 sollen die ersten Module produziert werden. In einer Anfangsphase ist eine Jahresproduktion von 250'000 Modulen geplant. Die Jahreskapazität von 30 Megawatt (MW) soll möglichst bald schon verdoppelt werden und innert 2011 sogar 120 MW erreichen.

Die Produktionsanlagen werden von Oerlikon Solar mit Sitz in Trübbach geliefert, dem eigenen Angaben zufolge weltweit einzigen Anbieter felderprobter und schlüsselfertiger Lösungen für die Massenproduktion von Silizium Dünnschicht-Solarmodulen.

Diese Technologie ist im Vergleich zu den herkömmlichen Solarzellen günstiger und effizienter. Die Module können wie Fenster montiert oder zur Gebäudeverkleidung eingesetzt werden.
Solarenergie als Wachstumsmarkt

Die Pramac-Gruppe mit Sitz in Siena (Italien) ist als Hersteller von Stromgeneratoren und Flurfördergeräten bekannt. Das börsenkotierte Unternehmen generiert einen Umsatz von 220 Millionen Euro (2007).

Jetzt hofft die Firma, in Italien und Europa zu einem wichtigen Solarenergie-Lieferanten aufzusteigen. Firmenvertreter machten klar, dass sie diesen Zweig erneuerbarer Energielieferung nicht einfach aus reiner Liebe zur Umwelt auswählten, sondern ein gutes Geschäft wittern: "Wir wollen Business machen", sagt Cristian Cavazzoti, CEO von Pramac Swiss.

In der Tat hat die Photovoltaik-Branche in den letzten zehn Jahren stark zugelegt und Zuwachsraten von 20 bis 30 Prozent verbucht. Für Jeannine Sargent, seit letztem September CEO von Oerlikon Solar, wird die kostengünstigere und effizientere Produktionsweise von dünn beschichteten Modulen dazu führen, dass Solarenergie in einigen Jahren mit Energie aus konventionellen Energieträgern gleichziehen kann und nicht länger auf Subventionen angewiesen ist.
Antwort auf Beitrag Nr.: 34.075.967 von meinolf67 am 12.05.08 15:46:18Schweiz! nicht Italien

siehe im Text: "made in switzerland" als Verkaufsargument
Moser Baer // a-Si // Indien // AMAT


Source: IRIS (12 May 2008)
Moser Baer announces successful trials of first gen. 8.5 thin film plant


Moser Baer India, a global technology company, announced on Monday that its subsidiary, Photo Voltaic Technologies India (PVTIL) successfully completed deposition trials for Gen 8.5 a-Si (Amorphous Silicon) thin film modules, at its new 40MW facility in Greater NOIDA on May 10, 2008.

``This is truly a major Landmark for us as it marks the completion of the first project for manufacture of a-Si thin film modules with Gen 8.5 technology. Achieving successful and stable thin film deposition capability for such large size panels in a record time further manifests our technology and project execution capabilities. We commenced equipment trials on schedule in March 2008 and are now on track for commencing commercial production on target``, said Ravi Khanna, CEO, Moser Baer PV.

Yogesh Mathur, group CEO, Moser Baer India said, ``We see an increasingly significant role for Thin Film technologies in meeting peaking power requirements and now aim to be a significant player in this segment. The 40 MW Film facility has met key project objectives and we continue with our significant capacity ramp up plans.``

Photo Voltaic Technologies has recently signed a memorandum of understanding (MoU) with a leading global equipment supplier to critical equipment for additional 565 MW phased expansion of its Thin film photovoltaic modules manufacturing capacity, which together with the current project capacity of 40 MW will take the total manufacturing capacity to over 600 MW by 2010.

Photovoltaic modules based on large area thin film technology provide a potential roadmap to significantly lower the cost of solar energy to consumers. The demand for thin film based solar modules is expected to grow at a robust pace with increasing applications. Thin film solar modules are ideal for solar farms, rural applications and building integrated Photovoltaic.

Shares of the company declined Rs 3.05, or 1.72%, to settle at Rs 174.15. The total volume of shares traded was 307,018 at the BSE. (Monday)
Heliovolt // CIGS // USA


HelioVolt Exceeds 12% Solar Thin Film Efficiency with Rapid, Scalable Printing Process

May 12, 2008... Industry-Leading CIGS Photovoltaic Cell Efficiency Announced at IEEE Conference

San Diego, California USA--In results presented at the IEEE Photovoltaic Specialists Conference, HelioVolt Corporation announces that its proprietary FASST® reactive transfer printing process has produced thin film solar cells with 12.2 percent conversion efficiencies in a record setting six minutes. The efficiencies place HelioVolt’s Copper Indium Gallium Selenide (CIGS) devices among the highest performing solar thin film products on the market today. HelioVolt is currently optimizing FASST for further efficiency gains and scaling up the process to begin commercial manufacture of thin film solar modules and building integrated solar products.

“In the lab, CIGS is already achieving the highest efficiencies of any thin film solar material. The challenge of course is transferring that efficiency to a high throughput, high yield, low cost process capable of delivering gigawatts worth of quality commercial product,” said Dr. BJ Stanbery, CEO and founder of HelioVolt. “We view these high-performance results as an indicator of FASST’s potential to meet that need. We’re already producing CIGS devices that are comparable with the highest efficiency thin film products on the market today, and we still see plenty of room to improve from here.”

Thin film technologies aim to lower the cost of photovoltaic (PV) products by reducing the amount of material required to produce electricity from the sun. HelioVolt’s FASST process further reduces costs by manufacturing CIGS thin film products ten to one hundred times more rapidly than competitive processes including co-evaporation and two-stage selenization. Confirmed by independent testing at Colorado State University, the high-throughput printing process delivers a uniform photovoltaic cell with high conversion efficiency, or percentage of sun energy the device converts into electricity. HelioVolt’s 12.2 percent efficiency devices consisted of CIGS photovoltaic thin film layer applied to a glass substrate. The FASST process can also be used to print high efficiency, low-cost thin film material directly on glass substrates for solar modules or onto building products including architectural glass and roofing tiles.

Dr. Stanbery will present HelioVolt’s efficiency results today during his keynote address at the 33rd IEEE Photovoltaic Specialists Conference, the industry's most respected global gathering of leading scientists and engineers. Delivering a presentation entitled “Entrepreneurship on the Road from Science to Sales,” Dr. Stanbery joins David Eaglesham, vice president of technology for First Solar and Richard Swanson, president and chief technical officer of SunPower Corporation in the keynote session.

In October 2007 HelioVolt closed a $101 Million Series B funding round with investments from Masdar Clean Tech Fund, Paladin Capital Group, Sequel Venture Partners, Noventi Ventures, Solúcar Energia, New Enterprise Associates (NEA), Morgan Stanley Principal Investments, Sunton United Energy, Yellowstone Capital and Passport Capital. The company is currently using those funds to scale FASST at its first 20 MW commercial production line in Austin, Texas and pursue its aggressive international expansion goals.

About HelioVolt

HelioVolt Corporation, based in Austin, Texas, is a manufacturer of a new generation of thin film photovoltaic products based on its proprietary FASST® manufacturing process. The company’s low-cost, rapid production methods for CIGS synthesis are protected by nine issued US patents as well as numerous global patents pending. In 2007, HelioVolt raised over $100M in venture financing to fund the company’s move towards volume production and international expansion. For additional information, visit www.heliovolt.com.

Contacts
Antenna Group (for HelioVolt)
Rosalind Jackson, 415-977-1923
Sunfilm // a-SI // Deutschland // AMAT


May 13, 2008 07:30 AM Eastern Daylight Time
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Sunfilm to Expand Solar Module Production with 2nd SunFab Tandem Junction Line from Applied Materials

GROSSROEHRSDORF, Germany & SANTA CLARA, Calif.--(BUSINESS WIRE)--Due to strong demand for its solar modules, Sunfilm AG announced today that it has awarded Applied Materials, Inc. a contract for a second Applied SunFab™ Thin Film Line. This second production line will be installed next to Sunfilm’s first line in Grossroehrsdorf, near Dresden, Germany. Sunfilm’s first Applied SunFab Line, ordered last year, is expected to begin initial production runs this July, with the second line scheduled for start up approximately one year later. This will bring Sunfilm’s annual capacity at this site to over 120MWp.

With these production lines, Sunfilm is setting a new benchmark for the solar industry by manufacturing the world’s first tandem junction, silicon thin film photovoltaic modules using 5.7m2 glass panels. These ultra-large substrates also offer the flexibility to produce finished solar modules of half and quarter size, depending on customer preferences.

“Developing cost-effective solar technology is critical for the future, and we must continue to find new ways to improve module performance in order to make solar energy more affordable for the end users,” said Dr. Sven Hansen, chairman of Sunfilm’s Supervisory Board. “Our first Applied SunFab Line is making excellent progress towards this goal.”

“Sunfilm’s lines will be a first in the industry, demonstrating the significant advantages of scale by applying large area nanomanufacturing technology and tandem junction efficiency to reduce cost,” said Dr. Mark Pinto, senior vice president and general manager of Applied’s Energy and Environmental Solutions Group. “Sunfilm’s commitment to a second line affirms the readiness of 5.7m2 tandem junction technology for manufacturing.”

Applied Materials’ SunFab Thin Film Line features tandem junction cell technology that combines amorphous and microcrystalline layers to absorb both the shorter and longer wavelengths of sunlight. These tandem junction cells deliver significantly higher conversion efficiencies at a competitive cost per watt relative to single junction technologies. By combining tandem technology with ultra-large 5.7m2 substrates and volume manufacturing, Sunfilm expects to substantially reduce the cost of solar electricity.

Sunfilm AG was established at the end of 2006 by Good Energies and NorSun to manufacture the world’s first 5.7m2 tandem thin film photovoltaic modules on glass substrates on a production line supplied by Applied Materials, Inc. Sunfilm’s website is www.Sunfilmsolar.com.
Best Solar // a-Si // China // AMAT


Will LDK's New Company Create Competition for First Solar?
by: Trader Mark posted on: May 12, 2008 | about stocks: AMAT / FSLR / LDK


Intriguing news! Details still appear sketchy, but this young gun CEO seems like one of those guys you really want to hitch your wagon too based on where he has been, so early in life. I'd like to see details of the technology before commenting further.. and I'd like to note this news has nothing to do with LDK Solar itself... it's just the same founder. Just in case Best Solar IPOs in the US I better start watching it; it will be interesting to hear how far along they are and what First Solar (FSLR) management thinks of this (they do have a huge head start)...

That said, all these huge initiatives plays into my thesis that we are going to have a major industry shakeout and (shorter term) gluts somewhere in the 2010-2012 time frame. [Jan 3: The Long Term in Solar] Anytime Abu Dhabi jumps on the train with their unlimited pocketbook...

* The LDK Investor Group says Best Solar, a thin-film startup founded by LDK CEO Xiaofeng Peng, placed the $1.9 billion order that Applied Materials reported to the U.S. Securities and Exchange Commission in March.
* Rumors about Applied Materials’ (NSDQ: AMAT) mystery customer have been flying ever since the company reported a $1.9 billion sales agreement “with a privately held corporation based outside the United States” in March.
* Some industry insiders thought the purchaser was Masdar, Abu Dhabi’s alternative-energy company, which later that month announced it would build $1.2 billion worth of concentrating solar projects in the south of Spain. Others guessed it was Moser Baer, which in February had said it would pump $1.5 billion into thin-film solar, and still others thought it was Chinese solar-wafer manufacturer LDK Solar (NYSE: LDK).
* Best Solar is an independent company that is unrelated to LDK -- other than sharing a founder -- and that aims to become the world’s largest supplier of thin-film solar panels, according to the report. “I’m sure this is correct,” said Telenius, who wouldn’t disclose his source but said it was “a direct source” and that the information was confirmed by “lots” of other unnamed sources.
* Jesse Pichel, an analyst at Piper Jaffray, said he believes the report is correct, based on his own information. The theory also fits in with LDK’s annual report, which states that Peng and his family members “are considering and may invest or otherwise participate in his personal capacity in several alternative-energy projects, including projects involving thin-film solar technology, solar-thermal, wind energy and biofuels.”
* “If true, it means the CEO’s personal business is directly competing with LDK shareholders,” Pichel said. “It’s a competing technology – one’s thin-film and one’s polycrystalline. And given that Peng’s the driver of the company, his attention may be diluted now that he’s having to run a big private company. He’s ramping a 1.5-gigawatt poly plant, a 1.5-gigawatt wafer plant and a gigawatt of thin film all at the same time.” (very good points)
* In the report, Telenius wrote that distraction is a concern, but also found some silver lining: Peng “is reinforcing the impression we have of his ability to strike bold deals and launch large companies – a true entrepreneur – and that he is committed to building a strong solar industry in China.”
* Applied Materials’ technology is still a risky proposition, said Brian Yerger, a research analyst with Jesup & Lamont. “There’s a lot of promise and a lot of hype and market capacity built into their solar division, and they’re going to be spending a lot of money and [capital] to ramp it up, but in reality they don’t have any modules that generate power yet,” he said. “It’s unusual for someone so large with such a long history spending so much to take a large shot at solar. There’s always some risk that a startup could come up and find a game-changing technology that could make Applied Materials obsolete.”

Again, this is still too new to process without more detail but it is fascinating. We should also be hearing the drumbeat of how Applied Materials (AMAT) much like Energy Conversion Devices (ENER) is now a "solar company" - of course AMAT is much bigger than ENER...

Solar is going to be a very interesting space for many years to come - but the competition is going to be brutal.
CIGS-Player


Habe mir heute Daystar mal angesehen; der CEO machte auf mich einen wohltuend ruhigen Eindruck. Sie haben Ihre komplette geplante Produktion bis 2011 an Blitzstrom und Juwi verkauft.

Es gibt also inzwischen:
Würth
GlobalSolar
Solibro
Daystar
Ascent
Heliovolt
Miasolé
Nanosolar
Johanna
Avancis
Nanowin
x Centrotherm-Kunden
uvm...

Jeder von denen könnte die nächste FSLR sein; oder alle scheitern. ???
Moser Baer // a-Si & c-Si // Indien // AMAT + Xyz


Wednesday May 14, 06:02 PM
Moser Baer may list unit overseas in FY09


By Rakesh Sharma

NEW DELHI (Reuters) - Optical storage maker Moser Baer India Ltd may list its photovoltaic unit overseas during the current financial year to raise money for expansion, its managing director said on Wednesday.

Demand for renewable energy like solar power is increasing amid global efforts to reduce carbon dioxide emissions blamed for contributing to global warming and as oil prices reach record highs.

Last year, China's LDK Solar raised $486 million for a listing in the New York Stock Exchange, while JA Solar Holdings raised $259 million for a Nasdaq listing, according to data from Dealogic.

"There is a possibility. We are prepared for it," Deepak Puri said of a potential listing of Moser Baer Photo Voltaic Ltd, which makes solar cells and modules used in producing electricity from sunlight.

"We are looking at Nasdaq, New York Stock Exchange, London Stock Exchange, Singapore," he told Reuters in an interview at the outskirts of the Indian capital city.

Puri did not say how much the unit would be valued at and how much he would sell in a public issue, but in October last year Moser Baer Executive Director Ratul Puri had said it was worth at least $ 1 billion.

In March, two people with knowledge of the development had told Reuters Moser Baer was seeking to raise about $150 million by listing the unit on the Nasdaq Stock Exchange.

The photovoltaic unit contributed close to a tenth of Moser Baer's net sales of about 19 billion rupees in the year ending March 2008.

Moser Baer has outlined plans to spend 60 billion rupees in setting up photovoltaic plants with a capacity of 1.3 gigawatts.

"I am not desperate to take money today...We are looking for an appropriate time when the market is stable and valuations are highest," Puri said.

Shares in Moser Baer closed 0.2 percent higher at 185.10 rupees, having risen as much as 2.6 percent earlier, in a Mumbai market that gained 1.4 percent.

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Ein großes DANKESCHÖN für diesen Thread :kiss:
Antwort auf Beitrag Nr.: 34.092.735 von meinolf67 am 14.05.08 16:54:15Würth
GlobalSolar
Solibro
Daystar
Ascent
Heliovolt
Miasolé
Nanosolar
Johanna
Avancis
Nanowin
x Centrotherm-Kunden
uvm...

es fehlten:
Solopower
Honda Soltec
Inventux // a-Si // Deutschland // Oerlikon

16.05.2008 16:13
DGAP-Adhoc: CapitalStage AG (deutsch)

Capital Stage AG:Erfolgreiche Syndizierung bei der Inventux Technologies AG

CapitalStage AG / Verkauf/Vertrag

16.05.2008

Veröffentlichung einer Ad-hoc-Mitteilung nach § 15 WpHG, übermittelt durch die DGAP - ein Unternehmen der EquityStory AG. Für den Inhalt der Mitteilung ist der Emittent verantwortlich. -------------------------------------------------------------------- -------

Hamburg, 16. 05.2008. Die Capital Stage AG, (News) Hamburg, (ISIN: DE 0006095003 // WKN: 609 500) gibt bekannt, dass sie wie geplant einen Anteil von 9,29% an der Inventux Technologies AG veräußert hat. Nach Abschluss der Transaktion hält die Capital Stage AG noch 30% an der Gesellschaft.

-------------------------------------------------------------------- -------

Informationen und Erläuterungen des Emittenten zu dieser Mitteilung:

Die Capital Stage AG hat mit der Conetwork Erneuerbare Energien Holding GmbH & Co. KGaA ('CEE'), Hamburg, einen Kauf- und Syndizierungsvertrag geschlossen. Die CEE ist eine mit EUR 100 Mio. Eigenkapital ausgestattete Beteiligungsgesellschaft, die sich ausschließlich auf Unternehmen und Projekte im Bereich der Erneuerbaren Energien und Cleantech spezialisiert hat. Management-Gesellschaft und damit Geschäftsführer und persönlich haftender Gesellschafter ist die 'Conetwork Erneuerbare Energien Management GmbH', eine Tochtergesellschaft der zum Bankhaus Lampe gehörenden Lampe Corporate Finance GmbH. Sie bündelt deren langjähriges Know-how im Bereich Erneuerbare Energien/Cleantech.

Über Inhalte der Transaktion wurde Stillschweigen vereinbart. Der Kaufpreis spiegelt die erfolgreiche Entwicklung der Inventux seit Abschluss der Beteiligung wider.

Die Inventux Technologies AG ist ein Solarunternehmen, das sich auf die Entwicklung, Produktion und Vermarktung von mikromorphen Dünnschicht-Solarmodulen spezialisiert hat

Am Unternehmenssitz Berlin läuft der Aufbau der Fabrik zur industriellen Serienfertigung von Dünnschicht-Solarmodulen planmäßig. Die Gesellschaft hat inzwischen von ihrem Technologiepartner Oerlikon und anderen Lieferanten Anlagen zur Produktion mikromorpher Dünnschicht-Photovoltaik-Module erhalten. Die Installation und Integration der Maschinen hat begonnen. Die Inventux Technologies AG ist international eine der größten Unternehmensneugründungen in der stark wachsenden Solarbranche und beschäftigt aktuell rund 60 Mitarbeiter.

Volko Löwenstein, Vorstandsvorsitzender der Inventux zu der Transaktion: 'Wir freuen uns über einen weiteren branchenerfahrenen Finanzierungspartner und sind sicher, dass die Inventux von den Erfahrungen und dem Netzwerk der CEE im Bereich Erneuerbare Energien profitieren kann.' Detlef Schreiber und Olaf Lüdemann. Geschäftsführer der Conetwork Erneuerbare Energien Management GmbH: 'Die bisherigen Erfolge des Unternehmensaufbaus seit Gründung im letzten Jahr sind beachtlich. Wir sehen in Inventux ein interessantes und äußerst viel versprechendes Investment, das wir zukünftig nicht nur mit Kapital sondern auch mit unserem Netzwerk und Know How unterstützen möchten. Wir freuen uns auf die Zusammenarbeit.' Felix Goedhart, Vorstandsvorsitzender der Capital Stage AG: 'Die Syndizierung erfolgte ausschließlich im Rahmen der Risikoadjustierung des Beteiligungsportfolios der Capital Stage AG. Wir sind mit der Entwicklung der Inventux überaus zufrieden und freuen uns, mit der Conetwork einen weiteren kompetenten Partner gewonnen zu haben.'

Die Capital Stage AG ist eine börsennotierte Beteiligungsgesellschaft für wachstumsstarke Unternehmen mit Fokus auf Erneuerbare Energien / Umwelttechnologien.

Capital Stage AG Brodschrangen 4 20457 Hamburg Telefon: + 49 (0) 40 37 85 62-0 Telefax: + 49 (0) 40 37 85 62-129 www.capitalstage.com
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