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green_is_now
User Rank
CEO
re: Major shakeout expected in PV supply chain
green_is_now   1/18/2013 4:58:26 PM
NO RATINGS
no tis is horriblenews. It means our tax dolars that where intened to jump start an industry are not. Only a "credit default swap" type implosion creating the exact opposite of what the government and people intented forthir dollars to be used for.

chipmonk0
User Rank
Manager
re: Major shakeout expected in PV supply chain
chipmonk0   1/14/2013 7:12:10 PM
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Under the leadership of Secretary Chu, the DOE has been absolutely negligent in picking the type of PV technology that make sense for production in the US locked in free market competition with ambitious low - labor cost countries like China. Instead of focussing solely on new cells with efficiency higher than poly Si, DOE should have funded techniques that lead to less labor intensvie / automated production processes for the whole panel and come out cheaper than c - Si wafer based panels made in China. Totally robotic production of relatively simple semiconductor devices like PV panels in the US would certainly not increase direct employment much, but would at least stop the steady haemorrhage of trade deficit and increase tax revenue.

krisi
User Rank
CEO
re: Major shakeout expected in PV supply chain
krisi   1/14/2013 6:25:55 PM
NO RATINGS
I guess this is sort of good news...consolidation is needed so the remaining companies can get healthy



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