Lazard Capital Markets is expected that China will become a solar energy consuming country, and recommend areas of bargain stocks to buy China's solar energy.
Analyst Sanjay Shrestha said: "China is no longer merely a manufacturing power, but also become a strong growth market." He believed that before 2011, the size of China's solar industry can achieve 10-1500000000 watts. He also estimated that by 2012 the industry will reach 2000 million watts in 2020 to reach 20 billion watts.
The analysts believe that the infrastructure, financing and access issues will not become a development bottleneck. In a report he wrote: "We believe that the necessary infrastructure will be build up very fast, state-owned enterprises and banks will provide financial support." Until the end of last year, the field of solar energy are not affected by the economic crisis. Due to exchange rate fluctuations, revenue polysilicon contract, China's solar energy equipment manufacturers were hit, but China's newly announced incentives will help boost demand.
Jun. 18, 2009
China may become a solar energy consuming country
Ascent Solar to create five meters long flexible CIGS photovoltaic components
Ascent Solar Technologies, Inc. (NASDAQ: ASTI), a developer of state-of-the-art, flexible thin-film photovoltaic modules, announced that the company has manufactured a monolithically interconnected 5 meter long flexible light weight module on a polyimide substrate .
Ascent Solar Sr. Vice President for Production Operations Dr. Prem Nath stated, "This is the largest monolithically interconnected CIGS module on polyimide and may be the largest of any CIGS module regardless of construction. The size and efficiency of this module make it a breakthrough for the emerging opportunities of flexible CIGS photovoltaic modules. "
The CIGS based thin film material used in this module was manufactured using the company's unique 1.5 MW roll-to-roll manufacturing line. The module was encapsulated during the testing and qualification of equipment that will be used for its 30 MW plant under construction. Based on internal test and evaluation, this 5M long module weighs 2 kilograms and produces 123 watts (under standard test conditions) with an aperture area efficiency of 9.1%. This length is a baseline for the company's development of large area flexible building integrated photovoltaic (BIPV ) products with our strategic BIPV partners.
Source: www.ascentsolar.com Jun. 16, 2009
TSMC will be involved in solar
According to Taiwan media reports, TSMC Chairman Zhang Zhongmou, general manager of joint Cai Lixing 11 held a press conference announcing the development of TSMC will be LED, solar and other new industries; Zhang Zhongmou conservative estimate, a new business in 2018 will reach more than two billion U.S. dollars, can be brought on behalf of Taiwan Semiconductor Manufacturing Company contributions to revenue growth of 1.5%.
Zhang Zhongmou said TSMC foundry professionals over the years, so in other areas there is no plan, but now there is a direction, that is, to build one or more is not the cause of the competition for new customers and new business also more than one, the future plans to be in charge of Cai Lixing.
Zhang Zhongmou that Taiwan Semiconductor Manufacturing Company in 2008 revenue 10 billion U.S. dollars, estimated in 2012 to 10 billion U.S. dollars will be returned, followed by the annual growth rate of 6%. This model is estimated that in 2018 the foundry TSMC's revenue size, should be between 140-150 billion dollars, while between 2008-2018 the 10-year compound annual growth rate of only 3%.
However, after the establishment of new businesses, new businesses in 2018 is expected to be 2 billion yuan U.S. dollars, will be for the annual compound growth rate of more than 1.5 percentage point increase is the growth of 4.5 percent.
Source: windosi.com Jun. 14, 2009
