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Challenge CdTe solar cells ASD Korean companies

From 2002 to begin commercial production of solar cell manufacturers U.S. First Solar, with production in 2009 finally became the world's largest solar cell manufacturers. The secret lies in its powerful high-vacuum processes without more, lower manufacturing costs, CdTe (cadmium telluride) solar cells. Its powerful strength can be described as overwhelming, that the Japanese solar cell industry, said "In the manufacturing cost has been unable to catch up with First Solar".

Although CdTe solar cells have such a strong advantage, but perhaps because of Cd (cadmium) toxicity at arm's length, follow the First Solar production of very few manufacturers of this battery. Has seven employees of the Korean venture company Advanced Solar Dynamic (ASD) is one of them. A few days ago I interviewed ASD CEO Jay Jae-Geun Lee, he confidently said "CdTe-based solar cell market to grow the new business involved plenty of room."

ASD of CdTe solar cells is characterized by the formation of CdTe layer is different from First Solar. First Solar uses a "close-sublimation method": the first distillation of the material, then deposited on the floor of the 600 鈩?high temperature process. The ASD is used in process temperature is 350 鈩?or so sputtering. Lee said that "by this method can further reduce manufacturing costs," which challenges the king occupies the throne of First Solar.

ASD in 2009 by two inches square test products to achieve a conversion efficiency of 12.6% (Voc of 775mV, Jsc is 27.8A/cm2, FF 58.6%). From June 2010, began developing 20cm square modules, will start from December 2010 to proceed to build can be made 60cm 脳 120cm scale 20MW module production line. Plan for the future of the series through multi-layered structure, to achieve 25% conversion efficiency.

To achieve these goals need to cross many barriers, so do not know whether ASD smooth progress according to plan. However, I think both the previously introduced plans to build solar power plants to cultivate eating crocodile in Taiwan manufacturer, or the of the ASD, dynamic Asian business lot. Then if I want to write some Japanese manufacturers should do, then it becomes commonplace, so this time being stopped writing.

SunPower's efficiency up to 24.2% of large-scale production of solar cells

SunPower Corporation recently announced that the United States, large-scale production in the Philippines 24.2% photoelectric conversion efficiency of solar cells. This is a large area of silicon of a new world record, and the United States Department of Energy's National Renewable Energy Laboratory (National Renewable Energy Lab, NREL) for confirmation.

SunPower Corporation also announced, with French retailer Casino Group signed a contract supply 20MW of solar photovoltaic panels, in metropolitan France to set up solar power generation facilities.

Japan, Sharp solar cells continued to hold market share ranking first, according to various market research suggested that the Japanese solar market share ranking, the Sanyo 2009 in the Japanese market share of 20 to 22 percent, ranking living Sharp (Sharp) Kyocera (Kyocera), the ranked No. 3.

Panasonic is expected to rush to the year 2012 35% market share, market share first boarded the throne.

Japan's solar cell market in 2009, the Japanese government subsidy programs and restart the people environmental awareness continues to grow, estimated 2015 market size estimates for 2010, more than 2 times.

As the market potential for good, except for Japan domestic industry clamoring to get into the mainland products to oar also estimated the continent into the Japanese market products, accounting for more than 1 percent market share.

Can Sanyo, Panasonic, Panasonic Electric in the production, selling links on their respective roles to play to the limit, as Panasonic's target could be the key touchdowns.

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"Cold" eyes on the sidelines of solar cell market circles, something wrong

Introduction: the German "Handelsblatt" reported on the 18th, two years of international silicon prices have fallen sharply, from 500 per kilogram to $ the current less than $ 50. All this seems to have originated from an oversupply of polysilicon industry the past two years, "excess capacity", "cost-benefit", "prospects" and once again become the solar photovoltaic industry focus.

Polysilicon is a "true excess" or "to be excessive."

Under the State Council issued "on the inhibition of excess capacity and duplication of the notice", the wind power equipment and two new major energy industry polysilicon was first included in the repeated construction of the column. Ever since, the original mission to promote industrial restructuring, new energy has become the object of being adjusted; and environmental protection for the purpose of the original Fengjie to polycrystalline silicon photovoltaic materials to be labeled anti-high energy consumption, high pollution, the label - for a time, China's new energy industry, as if trapped in a Gogol-style satire.

Production of silicon solar cells as the main raw material supply bottlenecks occur in 2007-2008, due to surge in demand for solar energy industry, silicon became a scarce resource. But the financial crisis and other factors, on the one hand the current solar industry growth than expected, Germany and Spain began to cut subsidies for solar power, solar power in 2009 new peak in 2008 was only 1 / 4. On the other hand, launched two years ago, rush silicon production project has been put into operation one after another, the output is growing, contributing to the current oversupply of silicon. Market analysis firm iSuppli to a study in 2009, the actual needs of the global silicon production more than 44,000 tons. With the more projects into production, silicon oversupply will worsen. While Italy, the United States and other countries will be the new solar energy market, but still not enough to offset the expansion of silicon production capacity. iSuppli predicts 2011 global production will exceed 200,000 tons of silicon, silicon needs of 14 million tons of surplus production increased to 60,000 tons.

Ministry of Commerce will limit polysilicon processing trade exports and open a "medicine." However, even if long been branded a "surplus" mark, the polysilicon industry, "is excess" argument is heard.

NDRC Energy Research Institute, Centre for Renewable Energy Development Ren Dongming, Deputy Director: "From the future development, the polysilicon is not necessarily true surplus, China has not yet form a complete solar power price mechanism, the domestic market does not start, solar cell applications prospects are not clear. "

Strategic Research Institute under the Ministry of Science and research shows that while polysilicon capacity expansion soon, but because of the construction cycle and the reasons for fluctuations in the market, has been in short supply, large gaps still need to rely on imports to fill. Semiconductor equipment and materials from the National Standardization Technical Committee data show that in 2009 actual production of polysilicon is only 14,000 tons, and imports were flat.

Broker is expected to show that the mainland's polysilicon production in 2010 up to 45,000 tons, semiconductor and solar cell totaling 44,960 tons of polysilicon, polysilicon supply and demand balance; domestic battery production in 2011 will grow 40 percent to 7168MW, at 7.5g / w calculated take 53,760 tons of polysilicon, assumed to be polycrystalline semiconductors up 25% to reach 5,000 tons, the total domestic demand for polysilicon to 58,760 tons, domestic production is expected to reach 800 million tons, the pressure of oversupply.

For the emerging understanding of the industry should not be the same in some mature industries, for their 'surplus' should be taking a tolerant attitude. Capacity growth of new industries, for a perspective means that the attention and access to capital, this just shows there is a breakthrough development of the industry and upgrade possible.

Polysilicon prices are no longer return to the old value of profits is inevitable

The price of polysilicon in 2008 are crazy hard, and gradually return to the value of the industry's consensus. It is reported that the domestic tax price of 410,000 -42 yuan / ton, is expected to slow as demand for photovoltaic cells, the urgency of the demand for silicon material decline in the second half of the silicon material price pressure. The brokers report that, with the polysilicon production technology breakthrough, the domestic silicon material costs will decline; photoelectric conversion efficiency as well as silicon materials cutting technology, the battery unit will reduce the amount of silicon, the long-term prices will return to value.

Second, the new energy technology revolution there are many variables. For example, crystalline silicon cell industry expected conversion rate in recent years from 17% to 20%, such as the use of new technologies and new materials, the efficiency of even this can be increased to 30-50%.

The conversion rate of solar cells increased by one percentage point each, the cost will drop 7%. Just think, if the next breakthrough in the field of photovoltaic technology innovation, and its cost has dropped significantly to the price even lower than the thermal power with thermal power costs, the resulting active market capacity will be "infinity."

Long-term view, then, today Jiang Yi's production capacity will then develop into tomorrow's bottleneck?

Moore's Law in the solar cell industry

Little knowledge of the IT people will not be bound to the world-famous Moore's Law, Intel founder Moore gains, the fact that, Moore's Law still has vitality today, but not limited to the IT industry, representatives from the solar The same applies to the new energy industry.

According to Moore's Law, with the advancement of technology, industrial technology matures, the cost of solar power will become more affordable, and ultimately achieve even without subsidies can also be competing against traditional fossil fuels situation.

However, the chip and solar panels on the surface but there are similarities. Both involve silicon and electricity, some processing techniques are the same. However, the production of solar panels is much simpler, and high yield. A factory can produce 3000 per hour, usually silicon wafers, each wafer to form a solar cell. By contrast, the modest size of a semiconductor plant may be a year to produce 200,000 chips. This is a high accuracy of the industry, because each chip can be made of 10 million chips.

Photovoltaic power generation is the use of solar cells solar energy into electrical energy, can be used independently, but also to the grid. The rapid development of China PV industry in 2000, only 3 MW solar cell production, the end of 2007 to 1088 megawatts, ranking first in the world.

Stock market: the new energy sector prospects

China's economy in the long run, the theme of the new energy sector is very obvious characteristics, duration and space longer.

Recent fundamental changes in the new energy sector, we believe that policy is still more obvious bullish signal, expected volatility of investment opportunities. The new energy sector in the A-share market is relatively large plate, cover wind, solar, nuclear, energy-saving materials and other fields. New energy as China's economy to achieve the promise of low-carbon development goals important force in recent years has been attached great importance to the national level, the relevant industrial policies intensive. The present stage, we believe that the new energy vehicles, new energy battery two segments may be a greater chance of volatility, the policy faced many benefits can be expected.

New energy battery will benefit from new energy vehicles, electronics tech and other long-term benefits of technological innovation. Online Chinese government published a "State Council on further intensify its efforts to ensure the realization of" five "emission reduction targets," which pointed out the need to continue to work out a new energy vehicle demonstration. Relevant to the end of May before the introduction of specific implementation details, this time limit is approaching. New energy official launch of the automotive market, both in terms of the whole industry chain development opportunity. As the future mainstream car battery lithium ion battery industry will face more background to promote interest. We are optimistic about the potential for species in which the volatility of the opportunity. Such as the Vosges stake Corun, Desai battery billion Wei Li and so on. The reason we are concerned with the volatility of the opportunity stage, mainly on account of the overall market will continue to be weak, but the policy context of profitable opportunities for the species is more volatile performance of the probability of large.

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Southern California Edison's choice of Satcon's implementation of solar photovoltaic project

BOSTON - (BUSINESS WIRE) - Satcon Technology Corporation (Satcon Technology Corporation 庐, NASDAQ: SATC) is a market for renewable energy utility-scale power leading solutions provider. Today announced it has been selected by Southern California Edison, for at least 75% of the solar photovoltaic program (SPVP) projects inverter.

As SPVP part of the project, Southern California Edison (SCE) in the next five years to install, own and operate up to 250 megawatts of solar generating capacity, of which 75 MW immediate development. The power plant will be mainly in large commercial and some open land on the roof construction, which most of the venues of the generating capacity between 1 to 3 MW. Another 250 MW of large-scale rooftop solar photovoltaic power generation companies will be independent of the installation and operation of the output power generation companies will be provided to SCE's customers.

SCE has chosen Satcon's PowerGate (R) Plus 500 KW solution, the program is the world's most widely deployed can be used directly for utility solar photovoltaic inverters. All Satcon's solutions can be used directly for public utilities, including the advanced features in order to achieve a simple grid interconnection, and can be standardized communication interface for easy integration into the SCADA system.

Southern California Edison's power generation planning and strategy director Mark Nelson said: "SPVP project in California's clean energy future is an important step. Satcon is a utility-scale solar energy leader and we appreciate the company's approach to complex challenges, we look forward to working with them to carry out the industry-leading projects. "

SCE's SPVP project aimed at Edison service area on the roof of a large number of commercial and industrial untapped resource. SPVP will actively bridge the small and large-scale solar power plant between them. As a wholesale power generation solar power plant will be connected directly to Edison's power grid, so will not require additional construction of transmission facilities.

Satcon Steve Rhoades, President and CEO, said: "We are honored to be selected as Southern California Edison project they SPVP inverter supplier of these projects marks the solar energy and utility industry has opened an important new chapter. "

Rhoades continued: "The power plant will be the utility companies and large-scale solar power plant owners and operators of a blueprint showing how the grid interconnection of distributed solar power quickly and cost-effective and reliable integration into local and national grid in. We are very pleased to join this world-class team of innovators in energy and promote the next generation of utility-scale solar energy development. "

First use of pure biofuel flight test aircraft completed

8 in Berlin - Brandenburg International Aviation and Aerospace Exhibition, the European civil aircraft manufacturer Airbus (Airbus) to complete the international coalition led by the world's first use of pure biofuel flight test.

June 8, "a new generation of Diamond DA42" aircraft with 100% of algae biofuels, took part in the flying display. This is the first demonstration of bio-fuel technologies can supply energy for the aircraft. The success of this test confirms keen to develop bio-fuel efforts of engineers, and encourage them to conduct further research to reduce aircraft adverse effects on the environment.

Airbus owner EADS (EADS), said a specific type of algae oil can be extracted with higher levels of this algae bio-fuels made from conventional jet fuel than the energy provided by a higher, but also in the more marginal lands or waters contaminated growth.

Air quality measurements showed that the traditional oil extraction compared to emissions generated by kerosene, algae biofuel emissions of hydrocarbons contained in the eight times less. Airbus also said that the algae biofuel produced by nitrogen oxides to 40% less sulfur dioxide generated even less, this is because, compared with fossil fuels, bio-materials have been included in the composition of nitrogen and sulfur content on much less.

Seaweed is now seen as the most promising source of biofuel, because compared with other biofuel sources, such as Jatropha or Camelina spp, algae need to grow up less space. In the past two years, airlines have been tested three bio-fuels, including Air New Zealand, KLM Royal Dutch Airlines and Japan Airlines, but they are in the test of these bio-fuels and jet fuel mix used .

Berlin - Brandenburg International Aviation and Aerospace Exhibition on display in Berlin, Germany, from 8 until 13.

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The world's largest solar vacuum tube 100 come out

May 28, accompanied by fireworks filled the air, and the sounds of firecrackers, China's solar thermal association Luo Zhentao Professor, China's solar thermal League Secretary General Huozhi Chen, Professor, the county party secretary Zhang Rengui Haiyan County, Zhejiang, Hong Yang New Energy Yang Chen, general manager of Hong Kong and other leaders finished together Zhejiang Sun Energy Co., Ltd. Hong Kong 300,000 new solar-automatic production line started running water cut the ribbon, then they jointly opened the world's largest solar water heater vacuum tube single 100 mystery, the sun Hong Kong started a new line of celebration to a climax. The rotation of thunder followed the official start of new production line put into operation in the positive development and growth of solar energy in Hong Kong during the historic, landmark, also marks the company has taken a solid step forward!

Professor Luo Zhentao that the current solar water heater industry, the lack of appropriate modern production lines, many areas are done by hand. The manual also revealed defects in doubt, increase costs, lower productivity, lower industry standards, especially for difficult to control the quality of products also increased significantly. Equipment manufacturing industry is the current level of development of many companies the biggest bottleneck. He was actively promoting industrial upgrading in Hong Kong Yang affirmed, and the new production line of solar and spoke highly of.

"The atmosphere such as sea salt, like simplicity," the sun has gone against the tide off people, make bold explorations, Yang Hong Kong to address the limited capacity of solar energy market supply caused by insufficient control of the market situation is not strong, according to Yang solar energy company in Hong Kong strategic development plan, to invest ten million yuan investment in equipment, the introduction of the 30 million units internationally advanced automatic production line of solar running water. Reporters saw at the workshop, the new production line welding is set automatically by the computer running the whole way, the mechanical stability and the welding process to achieve standardization, automation level, the welding speed greatly reducing the human resources and manpower can not continuous efficiency. In another workshop temperature foam, polyurethane foam equipment, automated high pressure and temperature has been normal and efficient operation. There are automatic packaging lines, from raw materials to achieve a library without loading floor production.

Chen Yang Hong, general manager, said the world's largest single vacuum tube solar water heater is 100 Hong Kong companies with a sun made of new production lines. General equipment in the foam, inner, outer barrel, etc. can not achieve such a high technical requirements, Yang Hong Kong people to actively explore bold and innovative, with relevant technical experts to study after repeated demonstration, and ultimately create the world's largest solar water heater, weighing 1000 kg, for 40-50 people at the same bath. Why build 100 vacuum tube solar water heater do? Chen Yang Hong explained that in 2008 the world-famous Yang Hong affinity Millennium Temple, put 30 tons for its solar hot water project. Thus, the company identified "a hundred years the Shaolin Yang Millennium Port" business goals. 100 Hong Kong collector tube solar water heater moral yang century enterprise, but also on behalf of Yang in Hong Kong's technological level and technology of solar power to a new level. At present, China has become the world's largest solar water heater producer and user countries. Of course, we are positive people have the responsibility and ability to build the world's largest solar water heater, solar water heaters, it is the advent of a new breakthrough in the history of research and development. It also represents China's solar water heater manufacturing standards.

Recalling the 15-year history of Yang Hong Kong company in 1995 as an agent of positive Amico Hong Kong has always insisted "quality first, credit first, customer first" philosophy continue to achieve rapid development. Since 2007, officially entered the solar water heater industry. Yang Hong solar After nearly three years by the affinity of Shaolin, the first successful home appliances, hand CCTV, China won the gold Spectrum Award for the brand and a series of big-budget operation to obtain a rapid development, fast becoming the industry a black horse!

Yang Hong Solar introduction of automated production lines to expand solar production rate, improved product quality and potential to enhance the positive value of Hong Kong brand, but also enhance the confidence of all sales elite. With the completion of the new production line put into operation, bringing is higher and more challenging annual targets, and all this, to bring positive people in Hong Kong is more power and challenge all confidence. Yang Hong Kong people have confidence in the industry continue to create new glory!

Apple's new iPhone or reliability of solar cells face the test

According to Taiwan media reports, the iPhone 4G upcoming occasion, it was rumored that Apple will upgrade next year to its products, the use of solar cells. In this regard, the industry estimates, including reinvestment of Fuyang in the ring, Tatung Group's green energy and other thin film solar cell factory, will be expected to benefit.

June 7 will be released in the iPhone 4G rumors have increased video and flash. It is understood that Apple is also considering a new machine to be substantially lower price, while older 3Gs will be available with this price cut more than half. Now it was rumored that Apple has the U.S. Patent and Trademark Office (USPTO) proposed the use of solar cell patent application, will next year launch the fastest iPhone, iPad, iPod installed with thin-film solar cells.

In this regard, the industry estimates, for example, Taiwan's thin film solar cell factory in Fuyang, Central reinvestment, Tatung Group's green energy, etc., will have the opportunity to benefit directly, while the rate of energy including solar energy stocks such attack this morning, and therefore higher circuit breakers.

But if it is fitted with solar cells, may make phone prolonged exposure to sunlight, the future of content parts group tolerance, and so the charging efficiency will be a test, but no matter how, or appeared to be so real be known solar iPhone .

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Silicon wafer solar cell factory to be up the next offer will strike back

Silicon wafer for solar energy in June, according to the original plan to hike the proposed offer, the solar cell industry believes that this strategy is "Mao Yin food grain", once in July the German solar subsidy cut, expected demand shocks will therefore, if silicon wafer to the last moment not to give up prices, weak demand encountered in the follow-up battery factory, or if the oversupply situation will slow the pace of expansion and lower capacity utilization, the silicon wafer will experience more powerful client counterattack.

Solar industry confirmed that the solar silicon shortage is still the situation continued to show and also verbally inform the silicon wafer will raise prices again in June. Industry said that if June is still in short supply of silicon, silicon wafer does in accordance with the requirements of the purchase price increase to the module in response to customer demand, and a final sprint.

Solar industry said that many Silicon wafer demand estimates are based on the battery factory capacity to estimate, so that the silicon wafer is how to expand total capacity battery than the total capacity, however, it has been difficult to fully satisfy that wafers battery factory needs.

However, the solar industry said that regardless of the battery, or silicon or polysilicon, that form the world's total production capacity of view, the total demand are too high, indicates the existence of effective supply-side or supply problems, the final demand must be demand estimates are based on the terminal.

In other words, if the battery factory experienced weak demand or oversupply situation will inevitably slow down the pace of expansion and lower capacity utilization, the relative demand for silicon wafers will follow the lower, then cut the price of materials is inevitable, silicon fab subsidies in Germany last month insisted prices, customers in the future will lead to the battery can not be soft and more time haggling, Strategies silicon wafer prices in June as "Mao Yin eat food."

Battery industry frankly, if weak demand, a stronger bargaining power of buyers, the seller must buy, especially after the second half of the German cut subsidies under the incidence of higher prices if the success of solar silicon in June, is with the battery factory into? Part of the battery factory frankly, do not rule out the follow-up response to rising costs.

But part of the battery plant is disclosed, in May there has been a standard battery offer no further hike in June will be dynamic, as do the environment assessment is still not dare change the price.

Zhang coat film becomes attached mobile phone charger

Yu Qiakuai this year's signing of project results, once again confirms the capital of the industry is keen to change. Yesterday's news from the organizing committee, and real estate projects in previous years to play the main difference is that this year, new energy, IT, carbon and other emerging industries sought after popular global capital from various quarters, to become the highlight of contract.

Perhaps people see in American movies, such a scenario - a soldier in camouflage posted a few films, even if the body in the jungle, the film also can be used to collect solar energy for the computer and cell phone charger, so that timely reporting of information. The near future, such products can be achieved, "Chongqing made" up.

Yesterday, Jiangjin and Yi Yang (Hong Kong) Co., Ltd. Yu Qiakuai on the contract, which will invest $ 10 billion, the largest building in the area of thin film solar cell project.

Construction of production bases to open in June

It is understood that, compared with conventional solar cells, thin film solar cells are smaller, the conversion rate of solar energy is also higher. This product is also used extensively for automotive, mobile computer charging, the roof heating and so on.

According to the agreement signed yesterday, Yi-yang (Hong Kong) Co., Ltd. in Chongqing Investment thin film solar cells production base, located in Jiangjin double blessing, with a total construction scale of 1GW (gigawatt). "This will be the largest thin film solar cell manufacturing base." Shuangfu New Area Administrative Committee, said Zhou Chao, deputy director of the project a construction start in June this year, will also simultaneously launch headquarters and global R & D center in Chongqing project .

Investors are prepared behind the scenes

10 billion yuan investment is not a small number of investment companies are backing? Yesterday, the reporter through the multi-query, still can not understand Yi Yang (Hong Kong) Limited for more information.

Zhou Chao said, Yi-yang (Hong Kong) Limited is actually a thin-film solar cell technology team, the real investors are three natural persons. One of Shaanxi people this year, more than 40 years old, he engaged in food and capital market operation, very low key. Yu Qiakuai in yesterday's signing ceremony, attended the mystery investors left the venue immediately after the ceremony, stay does not exceed 10 minutes.

"According to our understanding of the situation, the project's funding comes mainly from three investors, private equity funds will also be introduced together." Zhou Chao said early before deciding to invest in Chongqing, the mystery investors invited in Jiangsu thin-film solar cell technology R & D team, the sample is expected to come out in September.

Annual sales value of up to 20 billion

It is understood that Jiangjin film solar cell projects are expected to be fully operational in 2014, the project put into production, the annual sales value of 20 billion revenue over 20 billion yuan.

Zhou Chao said in October last year, the project investors started investing in the country study. Sichuan, Shaanxi, Liaoning and other provinces of the cities into the options. Optimistic about the country as a result of the five cities of Chongqing, one of the development prospects of the low labor cost factors, will eventually lock eyes Chongqing.

Bark generating 500 million Liangping signed the largest single

In addition to thin-film solar cell project, there are a number of companies targeting the new energy industry, yesterday, the Singapore Green Branch Holdings signed an agreement with Liangping, plans to invest 500 million yuan investment in the industrial park development Liangping biomass power generation projects; Yubei the introduction of Yangtze River Kang (Dipu Sen) company, invested 500 billion yuan to build new energy R & D base.

It is understood that Liangping biomass power generation project will make full use of Liangping existing waste biomass resources, such as bark, etc. to build power plants. Currently, waste biomass resources Liangping holdings of 30 million to 50 million tons / year. The power project is expected to achieve annual output value of 500 million yuan, profits of 050 million yuan, to resolve labor force 300.

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