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To: FJB who wrote (53918)	9/27/2011 2:08:17 AM
From: Sam	Read Replies (1) \| Respond to of 95530

What scares me most about the PV sector is that the Koreans and Taiwanese don't seem to have a lot of interest. These regions have followed all previous moves into what they thought would be profitable tech sectors for them. But they are getting into solar. Below are just a couple of articles that have appeared over the last year or so. There are many more if you look for them. They have only just begun. Introduction to Samsung solar energy samsung.com Samsung takes on the solar challenge samsung.com TSMC forms TSMC Solar subsidiary pv-tech.org TSMC Solar ramping CIGS photovoltaic module production [Updated] guntherportfolio.com TSMC spins out solar, LED units Mark LaPedus 4/27/2011 3:23 PM EDT SAN JOSE, Calif. - Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) plans to transfer its solar and solid-state lighting businesses into two new subsidiaries..... As reported, TSMC took separate steps into the solar and LED fronts in 2009. TSMC will sell these products under its own brand name-which is a big departure from its foundry strategy. eetimes.com

To: FJB who wrote (53918)	9/27/2011 1:00:05 PM
From: Jacob Snyder	Read Replies (1) \| Respond to of 95530

Yes, that is a problem for the industry. There is a lack of geographical diversity, in both production and consumption of solar. Production is concentrated too much in China, and consumption too much in Europe. That creates too much reliance on policy in a few governments. In 2011 we are seeing, and indications for 2012 also, consumption growth will shift to the U.S. and China, and (relatively) away from Europe. I think, as the industry grows, more governments are going to demand more local content, forcing production to move out of China. That isn't happening yet.