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Press release, May 4; Meiling Chen, DIGITIMES Asia
Tuesday 5 May 2009
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Posted on May 18, 07:13
Today you can buy Poly Si (15.5% efficiency and up), that uses only 1/2 the real estate compared to thin film, at south of $2.50/Wp for larger projects, again thanks to China mfr. Why would anyone buy thin film if Poly Si is at the same price?Posted on May 18, 07:10
Even the worst UMG Si (prob. 12% TODay) still has much higher efficiency than thin film. Given the China price syndrome, we'd see Sub-$2/Wp retail by 2010. Maybe that's why so many canceled their expensive thin film machinery orders.Posted on May 18, 07:06
Why are we still assuming $3/Wp for panels? If the UMG boys (mostly in China) get their acts together, the production cost is going to be less than $1/Wp. That in itself is perhaps not very remarkable, until you look at the very low equipment cost.