Thin-film solar cell demand growth will be twice as much silicon cells

Posted by sunny27 on Oct 17, 2009

Thin-film solar cell demand growth will be twice as much silicon cells

The U.S. semiconductor manufacturing equipment Digital Camcorder Battery maker Applied Materials (Applied Materials) Solar Energy Department recently predicted that offset the price advantage due to their lack of efficiency, the market for thin-film solar cell demand growth rate will be twice the conventional silicon solar cells.

Last year, the total generating capacity of solar cells is 1,800 MW, of which glass panels of solar cells accounted for about 10%.

However, the glass panels of solar cells using relatively inexpensive price, the technology is gaining more supporters. This thin-film solar cell is a high-level multi-layer glass substrate followed by deposition of thin films constitute a more photovoltaic devices.

Applied Materials Solar Business Unit general manager of Charles Gay says: “I think the growth rate of thin-film solar cells are crystalline silicon solar cells will be twice as much, or even more than twice as much.”

Charles Gay told Reuters in an interview said: “The thin-film solar cell efficiency has been improving this technology appeared not long, we are still in a learning stage.”

Applied Materials is the world’s largest chip equipment supplier, does not Digital Camera Battery produce its own solar cells, but the sales of equipment used to produce solar cells. Applied Materials CEO Mike Splinter said the company plans in 2010 to 500 million U.S. dollars sales of solar cell production equipment.

This is the company’s sales of 9.2 billion U.S. dollars last year, is probably nothing, but it is a growing area. Applied Materials main client is the chip maker and the market growth rate of demand for chips has been reduced to 8-9% or so.

Gay is expected in 2010 solar energy industry will increase by about 7,500 megawatts of generating capacity, while the adequate installation of equipment will increase the overall generating capacity of about 2,000 megawatts.

Applied Materials, put forward 500 million U.S. dollars in solar cell manufacturing equipment sales target, which means that it will market the solar cell manufacturing equipment occupies 17% share.

Production of new energy vehicles will be rule-based

In the future, not all companies involved in production of new energy vehicles. Recently, the State Development and Reform Commission announced a “new energy vehicles access to the management of production rules (draft)” (hereinafter referred to as “draft”), clear access to the threshold of new energy Canon Battery automobile production to allow enterprises to expand production of new energy vehicles The first rules to follow.

A clear definition of the concept of new energy vehicles

The National Development and Reform Commission issued a “draft” on the R & D and production of new energy vehicles will no doubt play a catalytic role, but a clear access to the production threshold, “Development and Reform Commission to obtain a license before being eligible for access to the production . ” “Draft” and also clarified the concept of new energy vehicles, that is, new energy vehicles, including hybrid electric vehicles, pure electric vehicles (including solar cars), fuel cell electric vehicles, other new energy sources (such as super capacitors, flywheels and other high-performance storage device) and automobile.

Manage different at different stages of

In addition, the “draft” new energy vehicles will be divided into initial stage where the development period, three different stages of technology maturity, and to take a different approach to management. Initial stage where products can only be carried out trial production of small quantities, and the approved area, under the terms and conditions of demonstration runs; development stage product allows for mass production, only in areas approved the sale, use; mature products and conventional vehicles management of product announcements the same way, in the sale and use of motor vehicles on the road the same as conventional.

Valve-regulated lead-acid battery business forum held in prices to reach a consensus

Valve-regulated lead-acid batteries should be member of the emergency request Canon NB-2L, the Chinese chemical and physical power industry associations on March 22 in Changsha organized by some member of the principal leaders of the valve-regulated lead-acid battery business forum. Manufacturers to participate in dual board of Jiangsu, Shandong Sheng Yang, Shenzhen LEOCH, Shandong, China Japan, Harbin Guangyu, windsurfing shares, Shanghai Fuhua, Fung Japanese electrical, Wuhan, long light, Xinxiang Taihang so.

Delegates cited the production costs and selling prices, profits, large amounts of data, analysis of the product technology status and the level of internal management of enterprises, exchange the current in the procurement and sales areas of our mode of operation and competition, but also comparing similar foreign imports product prices. So far in 2006, lead prices from less than 10,000 yuan per ton, soaring to 15,000 yuan, tin, copper, sulfuric acid, engineering plastics are also great prices and wage costs for employees, environmental protection and management costs are also a marked increase in sales of payment arrears is an undisputed fact, coupled with the area of sales of non-standardized operation of enterprises deterioration of the living environment. At present, China Communications with the valve-regulated lead-acid battery production technology is relatively mature, the cost of lead has been steady at 70% of the total cost of the battery level, which for the cost of raw material price fluctuations brought about change is already very clear.

It was agreed that the communication with the valve-regulated lead-acid battery field, production enterprises and the user should face up to the purchaser of the current severe situation, must be shared objective of the consequences of changes in cost to get win-win situation, so that the common prosperity Canon NB-2LH and development of the industry chain. The participants exchange, discussion and analysis of lead-acid battery costs, market, technological developments, based on the consensus reached by the following:

1, the lead-acid battery manufacturers in product prices last year, based on the prices of 15%;

2, the current communication with the battery ex-factory price should not be less than 1.49 / AH (2V);

3, taking into account changes in market factors, the proposed price of each float 10 percent of lead, battery float prices 5% to 7%, all enterprises and make proper adjustment of product prices.

4, the price adjustment from the March 22, 2007 started.

Association for its members to strengthen industrial self-discipline, promotion and recognition of the legal standard operation to condemn and stop the malicious competition, and strive together to create a harmonious environment for enterprise development; to continue to strengthen technological innovation, and actively improve or upgrade its internal management.

Market News: After soaring nickel prices plummeted brewing?

Since mid-February, has been steadily rising nickel prices rally even more crazy, LME nickel price was once nearly 5 million / ton astronomical, but also so that nickel prices rose nearly 5 years, a staggering 7 times.

The skyrocketing price of nickel has begun and nickel touched a deep nerve-related business. On the one hand, high nickel prices have made of nickel producers felt “mad”, a number of important domestic nickel production companies began to express concerns about the outlook for nickel prices; the other hand, Canon NB-3L high nickel prices also made of nickel consumption, companies felt the pinch, particularly nickel costs accounted for 65% of the stainless steel production enterprises greatly affected.

Crazy nickel price

From mid-April 2006 has been, LME nickel market began to steadily increasing, from 15,000 U.S. dollars / ton, all the way up to 48.5 thousand U.S. dollars / ton, an increase of 2.2 times. In particular, in mid-February this year to March 19, nickel prices even more, such as the Pretty Horses, from 35,000 U.S. dollars / ton up to 48,000 U.S. dollars / ton. Non-ferrous metals industry, said the rise in nickel prices since last year, increased by large, fast up speed, are a new record.

However, in March 19 in the future, LME nickel price start to correct. As of March 26 closing, nickel prices have dropped to 41.8 thousand U.S. dollars / ton, the day down 7.37%. But the March 26 varieties of China’s major non-ferrous metals show the most recent reference pricing, trading for a # in Shanghai reached 417 thousand yuan nickel Quote / t -42 yuan / ton, equivalent to U.S. dollars more than 50,000 U.S. dollars / ton.

As China’s nickel industry, a major listed company — Jean-nickel industry, the secondary market in February this year, the trend also reflects the surge in nickel prices, its stock from early February to 22 yuan or so along the way early in March rose to nearly 39 per .

For the current round of rising nickel prices, the nation’s largest nickel producer Jinchuan Nickel Group — on its Web Canon NB-4L Canon NB-5H site said in public that the rise in nickel prices is non-rational rose, demonstrating his concern for soaring nickel prices.

Downstream firms complained

Although the nickel producers have a sense of standing above the crowd, but the soaring price of nickel, after all, the direct beneficiaries. As for the use of nickel in the downstream business, the negative effects of rising nickel prices have been reflected in the current phase.

It is understood that nickel is mainly used for stainless steel, batteries, electroplating and electroless plating industry, of which 65% for stainless steel manufacturing, the other for special steel, alloy, batteries, electroplating agent system, currency and other industries. Therefore, nickel prices soared on the stainless steel market has caused a heavy burden. It is reported that some stainless steel producers have been reduced as the 300 series of high-grade steel production (in the 300 series stainless steel and nickel cost of more than 60%). Securities Times reporter yesterday called TISCO Stainless Steel (000825) Secretary of the Board to inquire about sharp fluctuations in nickel prices, the impact of the company, he has specific impact of the “not clear” refused an interview.

Moreover, due to current high nickel prices, the domestic consumption of a number of downstream customers, such as electroplating, nickel, networks, etc. Most of the manufacturers have discontinued, and some manufacturers even have been discontinued years ago, years later, due to nickel price hit a new high continuous and has did not resume production. The maintenance of production enterprises felt the pinch, while nickel prices continued to rise, but the market consumption, light, volume is very small.

Will the high platform diving nickel prices

Future nickel price will go from here? Nearly a week’s LME nickel price correction is not a signal of nickel prices started to plummet? In this regard, Jinchuan Group, said the international market, soaring nickel price in the consumers, producers and other market participants have a voices of doubt in the callback, the Jinchuan welcomes that is expected to decline in nickel prices have further room.

Jinchuan Group analysis, crazy nickel prices boosted nickel industry irrational investment. The past two years, the development of the global nickel mining project in full swing, the world’s sulfide nickel laterite ore project and the project are incorporated into the investor perspective, the development of accelerated a few years the project focused on production, supply a significant increase in the next few years may lead to nickel prices plummeted for the future healthy development of the nickel Canon NB-5L, Canon NB-6L market undermines the inconvenience.

However, Citigroup believes that nickel prices and the drop does not appear. A study by the bank’s latest report said the tight supply situation will make nickel in the “super cycle” at home. In respect of the current nickel price rise caused by the parties to an extraordinary challenge, the bank does not agree that the metal prices have been artificially exaggerated. The bank believes that the demand from the stainless steel field and supply difficult to sustain strong growth, making nickel inventories at a historic low. Data show that in 2006, nickel inventories fell by 89%, LME nickel stocks at present not a day of global consumption, the gap in 2007 the nickel market will continue to exist.


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