Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (12286)	11/29/2011 4:19:18 PM
From: Archie Meeties	Read Replies (1) \| Respond to of 16955

It can go on indefinately as long as solar is a state run enterprise in China. the problem I've discovered with renewable investing is that China's stated goal is to become the leader in all things renewable, and there is nothing stopping them from achieving this. Patents, cost, time, those are meaningless. All renewables become commodities in this scenario and no non-Chinese company will eventually exist except some niche players.

To: Jacob Snyder who wrote (12286)	12/2/2011 12:07:32 PM
From: Jacob Snyder	1 Recommendation Read Replies (1) \| Respond to of 16955

module/cell manufacturing capacity, end-2011, in GW: JASO 3.0 LDK 3.0 Sharp 2.9 FSLR 2.3 STP 2.2 TSL 1.9 CSIQ 1.9 YGE 1.7 JKS 1.5 HSOL 1.3 SPWR 1.0 total, for the top 11 producers: 22.7 GW PV module, cell, and wafer manufacturing capacity will slow significantly for the remainder of 2011 and H1 of 2012, according to IMS Research. Manufacturing capacity will increase, only at a slower rate and more from start-ups entering the market than from existing suppliers expanding. Production capacity has been vigorously added for the last two years; almost 30GW since the start of 2010. This growth is finally slowing in response to sluggish demand in many key regions (Italy, Germany, the UK), and a severe PV module oversupply, IMS Research reports. Over 50GW of PV module manufacturing capacity will be in place and operating by the end of 2011: over 54% more than at the start of the year. Annual global demand has only grown by 19% to 23 GW. In 2012, capacity will expand by less than 10%, just 6% in H1. The source of expansions will change as well. Existing suppliers are cutting back and delaying expansions. Some are stopping production entirely, such as some smaller tier-3 Chinese companies. Much of the new capacity over the next year will be added by start-ups executing their market entry plans. electroiq.com Trina Solar said that it expected to increase its in-house PV cell and module production capacity by up to approximately 500MW by the end of the first half of 2012 to cater for its new high efficiency multicrystalline-based 'Honey' technology-based module. By the end of the first half of 2012, Trina Solar’s manufacturing capacity was guided to reach 2.4GW. pv-tech.org FSLR's production capacity will grow from 2.3GW to 2.8GW, year-end 2011 to year-end 2012 files.shareholder.com SPWR's capacity will increase to 1.27GW by end-2012 files.shareholder.com my comment: As far as I know, those 3 are the only ones on the list to have any announced capacity expansion for 2012. Many smaller companies, and companies with obsolete capacity, are shutting down capacity.