You are not logged in.

Klothilde

Intermediate

  • "Klothilde" started this thread

Posts: 435

Date of registration: Nov 19th 2012

Thanks: 54

  • Send private message

1

Tuesday, April 9th 2013, 8:04am

First Solar Sets CdTe Module Efficiency World Record at 16.1%

http://investing.businessweek.com/resear…SLR&ticker=FSLR

Full area efficiency for a normal size module (1200x600).

Corresponds to a 265W standard c-Si module.

How bout that?

MichaelZhao

Trainee

Posts: 56

Date of registration: Feb 5th 2013

Thanks: 4

  • Send private message

2

Tuesday, April 9th 2013, 8:19am

Time to buy FSLR

IMO.

odyd12

Administrator

Posts: 1,082

Date of registration: Jan 3rd 2013

Thanks: 127

  • Send private message

3

Tuesday, April 9th 2013, 8:28am

Based on SEMI publication, CTM (cell to module) ratio will be 99.5 to 101% in 2017 for alcaline and acid texturing. By 2017, this is the time line for the production of this Cdte module, cells from mc-si p-type will have 18.5% to 23.5% for mono n-type. so with CTM of 101%, this is about 25% at the top of the line.
Exciting indeed.

1 registered user thanked already.

Users who thanked for this post:

Dan

Dan

Beginner

Posts: 7

Date of registration: Mar 20th 2013

  • Send private message

4

Tuesday, April 9th 2013, 10:08am

Thanks odyd for giving the correct perspective to news like this..
otherwise, it is like misinformation

Klothilde

Intermediate

  • "Klothilde" started this thread

Posts: 435

Date of registration: Nov 19th 2012

Thanks: 54

  • Send private message

5

Tuesday, April 9th 2013, 10:47am

Based on SEMI publication, CTM (cell to module) ratio will be 99.5 to 101% in 2017 for alcaline and acid texturing. By 2017, this is the time line for the production of this Cdte module, cells from mc-si p-type will have 18.5% to 23.5% for mono n-type. so with CTM of 101%, this is about 25% at the top of the line.
Exciting indeed.


The CTO actually stated today in his analyst day presentation that they will overtake mc-si in average efficiency by 2017 if I'm not mistaken. Once the presentation becomes available we can post here to discuss.

Also if I'm not mistaken CTM-ratios alone cannot be used to convert cell efficiencies into module efficiencies, since the difference also depends on the amount of inactive area (including. space between cells, frame, ribbons)

For example with a mc-si cell efficiency of 18.5% you get 156mm cells of 4.502 W. 60 Cells will give you 270.1 W and with a CTM of 101% your module will give you 272.8 W. Now at a standard size of 1.65 m2 this equates to a module efficiency of 16.5%

Posts: 47

Date of registration: Jan 17th 2013

  • Send private message

6

Tuesday, April 9th 2013, 11:44am

Wow! FSLR just turbo-charged the sector!!!

pg6solar

Beginner

Posts: 29

Thanks: 1

  • Send private message

7

Tuesday, April 9th 2013, 11:57am

Well that's what short squeeze can accomplish. May be that Chinese stock with same short interest as FSLRS' will have a likewise move (once they have good news).

ILOVEPV

Intermediate

Posts: 201

Date of registration: Jan 28th 2013

Thanks: 5

  • Send private message

8

Tuesday, April 9th 2013, 12:12pm

TSL did it too (with no digits though) but no reaction. All in all the sector is heating. Extremely oversold an undervalued if you take a look from prospective. SOL and CSIQ are under "special" pressure today.

odyd12

Administrator

Posts: 1,082

Date of registration: Jan 3rd 2013

Thanks: 127

  • Send private message

9

Tuesday, April 9th 2013, 9:38pm

For example with a mc-si cell efficiency of 18.5% you get 156mm cells of 4.502 W. 60 Cells will give you 270.1 W and with a CTM of 101% your module will give you 272.8 W. Now at a standard size of 1.65 m2 this equates to a module efficiency of 16.5%
Yes but HP cell will be at 19% and mono p 20.5% and mono n at 21% this means for last two 4.99 and 5.11 at 101% is 302.39 and 309W so 18.47% and 18.91% for the module using just cells. Clearly their purchase of silicon based maker of cells is the statement of diversification in the direction which is far superior than CdTe. N type is to be at 23% (it is already Super Mono cells from Comtec)
First Solar is becoming a second company using copper instead of silver (SPWR is the first). Huge saving on metalization pastes etc. Someone better get Schott division bought pretty quick or Chinese will be following again technology curve.
SEMI recognized that single instance of copper replacing silver as a silver bullet ( I could not help myself) to change the costing.

Klothilde

Intermediate

  • "Klothilde" started this thread

Posts: 435

Date of registration: Nov 19th 2012

Thanks: 54

  • Send private message

10

Yesterday, 12:57am

Clearly their purchase of silicon based maker of cells is the statement of diversification in the direction which is far superior than CdTe.

Do you mean far more efficient or far superior? If you mean far more efficient than CdTe I agree. If you mean far superior I disagree. Imho superiority in the end means having the lowest efficiency-adjusted cpw (as the master ECD Fan himself said). FS believes they will be clearly superior to their head-on competition mc-Si (or hpmc-Si) by 2016-2017, by having both higher efficiency and lower cpw:


If I look at the cpw forecast for 2017 of 34-37 cents it is evident that mc-si or hpmc-si will have a hard time beating this. With sustainable poly @$25/kg non-si cost will have to drop to 21-24 cents for mc-Si to match FS. With poly @$20/kg non-si cost will have to drop to 24-27 cents.


First Solar is becoming a second company using copper instead of silver (SPWR is the first). Huge saving on metalization pastes etc. Someone better get Schott division bought pretty quick or Chinese will be following again technology curve.
SEMI recognized that single instance of copper replacing silver as a silver bullet ( I could not help myself) to change the costing.

Fraunhofer already bought the Schott patents, and apparently they are keen on keeping the know-how in Europe:
“Of course we are concentrating on the licensing and implementation of property rights with German and European industry partners.”
http://www.ise.fraunhofer.de/en/press-an…om-schott-solar

This post has been edited 1 times, last edit by "Klothilde" (Yesterday, 1:06am)


Social bookmarks

New Member

sunnydaze(Today, 2:38pm)

DClayton(Yesterday, 7:11am)

joey(Yesterday, 6:21am)

portboy8192(Apr 9th 2013, 10:28am)

Tibilorio(Apr 8th 2013, 1:05pm)

Statistic

  • Members: 79
  • Threads: 899
  • Postings: 5,986 (ø 30.7/day)
  • Greetings to our newest member: sunnydaze

.