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Yan Lung, and the low-key, Chint Group for investment in solar constant media attention. Zhengtai production of thin film solar cell Tablets available by the end of 2007, to the present capacity of 100 megawatts. Managing Director of Solar Zhengtai Yangli You are expected by 2011 will reach 400 megawatts of capacity. “The market demand, supply, a product line has been taken away,  PA3383U battery   completely a seller’s market!” Pleased Yangli You anomaly.

Silicon thin film battery supply crisis led to investment

In fact, as early as the 1970s, amorphous silicon thin film  Pavilion ZV5000 battery   was developed, but due to the conversion efficiency of polycrystalline silicon is only half has not been universal. In recent years increasingly favor the photovoltaic industry, triggered a crisis in the supply of silicon materials. Silicon raw material prices, making cell membrane surface again. In 2007, the world’s thin film solar cell output to reach 400MW, over 181MW of 2006 increased 120% market share in 2006 from 8.2% to 12%.

Accordingly, the following components of   ThinkPad T20 battery  solar heat, heat polycrystalline silicon, thin film photovoltaic cells and become a new investment hot spot in the field. In June 2008 the German Photovoltaic Exhibition, 2008 with an annual output of Taiwan can only 30MW of green energy, to be signed orders amounted to 200MW, is an annual output of 2008 to 6 times; Yutong energy production yet, have also made orders 60MW. Tianwei change security plans to invest 3.2 billion for the A1012   amorphous silicon thin film solar cell projects; Zevi announced in Nanchang, Jiangxi building the world’s most technologically advanced and largest thin film solar cell projects; in July 2008, Johnson & Johnson non-25MW photovoltaic Crystalline silicon thin film solar cell production line officially put into operation; Jiangxi be able to announce the formation of joint stock companies, the goal of building capacity for 50MW of amorphous silicon thin film photovoltaic cell production line. Prior to this, Suntech, Vosges stake in the new extension to that variety, such as shares of the company have also announced to enter the field of thin film batteries.

Benchmarking Enterprise First Solar

Many types of thin film solar cells, contains the main types of silicon thin film (amorphous silicon a-Si, Si c-Si, stack-a-Si / c-Si, etc.) and compound semiconductor-type (copper indium gallium selenium CIS / CIGS , Cadmium telluride CdTe), and the new concept of the type of dye-sensitized.

Although the film solar cell market share of less than one-cheng, the conversion efficiency of the production yield, equipment costs and other issues have to be overcome, however, save a thin film solar cell material can be inexpensive glass, plastic or stainless steel substrate To create, large-scale manufacturing, can be made of flexible, easy to work with the external walls of building construction applications, such as flexible benefits, has been widely the solar industry, research institutions are good, it will be the next generation of     VGP-BPS9/B  solar-Star Products.

Sino-amorphous silicon thin film technology to solar cells for the largest, and cadmium telluride solar cell production growing the fastest. In 2006 the world’s top 15 largest solar cell manufacturers, only 13 of the top of the First Solar is a production of cadmium telluride thin film solar cell business. The company is headquartered in Arizona, the current thin film battery products in short supply, orders scheduled to post in 2010; its share price in a year and a half rose nearly 10 times that of the U.S. market to enjoy the highest level of valuation of the shares of PV  Pavilion ZV5000 battery  .

First Solar is higher than 50% of the gross margin, but such a high gross margin due to the company’s grasp of the cadmium telluride thin film of the core technology of its own equipment for the design, technology has developed, so the cost is much lower. From the breakdown of the costs also can verify this, even though First Solar equipment depreciation period of five years, the middle class than the other U.S. AMAT Applied Materials of 7 years shorter, but the unit cost of depreciation than AMAT’s amorphous silicon production line 20% more than in the AMAT laminated production  9T119   line for more than 40%.

“First Solar in the world of film producers set a good benchmark, but it is impressive indicator is not General enterprises and the enterprises can easily.” Country gold of the new energy industry securities analyst, said Zhang Shuai.

Space great concern both

Experts believe that with crystalline silicon cells, thin film battery cost is much greater potential decline, mainly due to the thin film battery technology are advancing rapidly. According to the “Photon” forecast, the average price of polycrystalline silicon components from the end of 2007 of 3.92 U.S. dollars / W in 2012 dropped to 2.08 U.S. dollars / W, thin film batteries from the current average price of 2.65 U.S. dollars / W fell to 1.11 U.S. dollars / W, with the obvious advantages compared to crystalline silicon.

As the cost of the decline in the industry estimate, to thin film solar cell in 2010 will be better into the development of mass production, market share will be raised to about 12% -20% of the total output of up to more than 1GW.

“Solar is expected in the future of film production could reach throughout the solar industry’s 20 percent, only 7.6 percent, which can be seen in this space.” Huarui Zhejiang Investment Management Ltd. investment manager Zhang Bin: thin film solar is to do thin, To improve the performance, there are a lot of physical methods, such as ion beam deposition method of nano-crystalline silicon thin film technology that, in the only foreign company doing, there is no home. If domestic enterprises to upgrade some of these  ThinkPad T40 battery  above method will be very promising.

Zhang Bin, as mentioned, domestic enterprises are technically still a great gap. And the crystalline silicon cells are quite different from the thin film battery manufacturing, such as wider use of vacuum coating technology, like the semiconductor industry, so a direct impact on the level of technology products yields has indirectly affected the profitability of enterprises, from this major LCD Plant, IC manufacturers, the profitability of the great differences can be seen slightly; Second, the thin film battery industry is a technology innovation and development of industry, technology and some routes are not yet ripe, so from the need to continue to improve the technology point of view, thin film batteries Battery makers than the crystalline silicon manufacturers need a strong R & D and technology team.

In addition, the thin film  battery  F1739A  technology development due to a shorter time, did not form a common technology and common equipment, the provision of the current large-sized thin film battery devices turn-key projects mainly in the United States Applied Materials (AMAT), Switzerland’s Oerlikon, as well as three of Japan’s ULVAC . Film equipment depreciation is the cost of one of the main battery, according to market quotations, with the capacity of the thin film battery production line is the price of the silicon crystal 6-10 times, and the main suppliers of raw materials, are currently the monopoly of the international giant, high prices and without Security.

The main raw materials, thin film batteries include glass (conductive glass and other glass), EVA, as well as the target gas. ITO thin film battery on the higher, current weak domestic manufacturers, the market mainly from Japan and the United States AFG divide up the NSG. With the outbreak of the domestic film production, is likely to tight supply situation. The current target the domestic supply is still dominated by large international companies, Heraeus Germany is the world’s largest supplier in the domestic market share of over 60%. In addition, there is no domestic production of silane, while the large international companies, mainly limited expansion, coupled with high demand for LCD and so on, silane supply side is still tight, prices will remain high does not rule out the possibility to continue to rise.

Of course, from another point of view, the domestic enterprises if they can break through bottlenecks in the development of these naturally will have a very strong competitive edge. In the current crystal silicon solar energy prices high, thin film solar cells usher in a good development opportunities, market demand increasingly strong. However, if the next crystal silicon solar energy prices fell sharply, thin film solar cell market demand for   PowerBook G3 battery  products that might be affected. Experts advise investors, it is important to note that the market risk.

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