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w_greene
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re: Intel's solar spinoff files for bankruptcy
w_greene   8/24/2011 7:44:47 PM
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The companies that are failing are trying to manufacture in the US.

any1
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re: Intel's solar spinoff files for bankruptcy
any1   8/24/2011 5:35:19 PM
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My understanding is that in most places solar is not at grid parity yet. So without subsidies it cannot compete. Some people would argue however, that the "real" cost of carbon based power generation is higher than just the utility bill and these "hidden" costs are an unfair subsidy for oil, coal, and natural gas based power.

Jimmymac0
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re: Intel's solar spinoff files for bankruptcy
Jimmymac0   8/24/2011 5:15:21 PM
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Ultimately, solar companies will realize they are in the power business. They are only selling "green" to a government created niche. They must become grid competitive or they will serve these niche markets forever.

chanj0
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re: Intel's solar spinoff files for bankruptcy
chanj0   8/24/2011 4:47:12 PM
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What's the price per watt from the leading manufacturers?

chanj0
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re: Intel's solar spinoff files for bankruptcy
chanj0   8/24/2011 4:46:35 PM
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The economic model may be distorted due to government subsidiary. What if the company prices the solar cell just over the actual cost minus the subsidy. Although the model can't sustain, it could drive off competition in early stage. Nonetheless, there may be more reasons behind that US based solar cell manufacturers are filing bankruptcy one after another. Leading in next energy technology is crucial to the future of mankind. The future energy is ideally economic sound. If solar cell isn't, what is?

daveb
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re: Intel's solar spinoff files for bankruptcy
daveb   8/24/2011 11:30:02 AM
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Seriously? Aren't solar cells made of silicon? Are we having a shortage of sand?

agk
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re: Intel's solar spinoff files for bankruptcy
agk   8/24/2011 9:24:28 AM
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Solar cells the price per watt is not stable because of raw material cost is unstable by a value changing between 100 to 1000%. Mean while few manufactures use certain type of materials to reduce the price to below 1$ per watt. Lot of competition and so to keep upto date the solar companies need to watch for all aspects and move.

GroovyGeek
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re: Intel's solar spinoff files for bankruptcy
GroovyGeek   8/24/2011 5:52:12 AM
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With the possible exception of FSLR, there are very few solar companies that can survive without government subsidies. The whole business model is messed up ---- recurrent source of revenue is not great, not a whole lot to service. Then there is the tiny issue that there are dozens upon dozens of solar companies chasing the same non-existent market. This is just the beginning, many more bankruptcies are on the way.

TH1
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re: Intel's solar spinoff files for bankruptcy
TH1   8/24/2011 5:07:30 AM
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If a company relies on Govt. subsidies to elude bankruptcy, they had a faulty business plan from their inception.

Sanjib.A
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CEO
re: Intel's solar spinoff files for bankruptcy
Sanjib.A   8/24/2011 2:43:46 AM
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Yes, this shows that companies as Intel can make bad investment; again on the other hand it was a good decision to come out of it when they realized they made a bad investment. What might be the reasons behind the solar companies filing bankruptcy one after the other? Reduced subsidies from Govt., due to the recent crisis?

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