Thin Film (was Nanosolar) [RE-wrenches]

[Joel Davidson]

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Bill,

I am not "so confident" that specifically Nanosolar will succeed, but I 
respect Bernhard Beck's work. I am very confident that CIS, CIGS, a-Si and 
other thin films will succeed. I've been following First Solar since 1990 
when they were called Solar Cells, Inc. and got my first First Solar 
laminate in 2000. They did not look so good in 2001. See 
http://www.toledoblade.com/apps/pbcs.dll/article?AID=200110922027 but they 
hung in there.

Crystalline Si PV still sets the bar. Although First Solar's installed kW 
price is the lowest in the world, their kWh cost structure is above 
crystalline Si electricity. "This apparent contraction between low cost per 
watt and high cost per kWh arises because of two factors: lower module 
efficiencies relative to crystalline silicon (comparatively higher 
installation costs), and higher interest rates (greater perceived risk by 
project financers and customers)" from Photon article.

Joel Davidson

----- Original Message ----- 
From: "Bill Brooks" <bill at brooksolar.com>
To: <RE-wrenches at topica.com>
Sent: Monday, January 07, 2008 2:07 PM
Subject: RE: Nanosolar [RE-wrenches]


>
> Joel,
>
> What makes you so confident that Nanosolar will deliver since they have 
> not
> delivered on any of their big claims to date? I'm looking at a partially
> populated small structure with an unnamed amount of PV. I want thin films 
> to
> succeed, and it looks like First Solar may just be on their way, but I
> remain skeptical about Nanosolar until they show real production and
> performance. First Solar was not a huge leap of faith since it was first
> fielded way back in 1994. Nanosolar has yet to field any significant
> product.
>
> Bill.
>
>
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