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Non-Tech : Alternative energy
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To: Jacob Snyder who wrote (7714)4/2/2010 2:30:16 AM
From: Jacob Snyder  Read Replies (1) of 16955
 
Solar manufacturing capacity increases:

end-2009 to end-2010, in MW:

FSLR 1228 to 1282 (and then 1700 by end-2012)
TSL 600 to 900
STP 1100 to 1400
YGE 600 to 1000
LDK 550 to 1500 (modules only; minimal cells)
SPWRA ??

In addition, a list of other companies are getting into this sector or adding capacity: BYD, Bechtel, TSMC, LG Elec., GE, Samsung, and I'm sure others.

The low-cost producers have been running at 100% capacity utilization during 2009, but others (like all the little amorphous-silicon companies) were at 50% or worse.

One article I read said there was 2.2GW of inventory at end-2009.

Is demand going to go up enough to soak up all this increased capacity? Are price declines going to slow down enough, so that falling manufacturing costs can keep pace?
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