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</o:shapelayout></xml><![endif]--></head><body lang=EN-US link=blue vlink=blue><div class=WordSection1><p class=MsoNormal style='mso-margin-top-alt:auto;margin-bottom:11.25pt'><span lang=EN>The top 10 PV module suppliers in 2012 and their respective losses for last year.<o:p></o:p></span></p><p class=MsoNormal style='background:#F3F0E6'><i><img width=421 height=247 id="Picture_x0020_4" src="cid:image001.jpg@01CE5FCD.3F4DA2B0" alt="http://farm9.staticflickr.com/8369/8598487517_9537d5ed45.jpg"></i><i><span lang=EN><o:p></o:p></span></i></p><p class=MsoNormal><i><span lang=EN>Top 10 list according to NPD Solarbuzz * Suntech has not reported financials since the first quarter of 2012 when a loss of $119 million was posted. In 2011 Suntech lost $633 million. Some analysts are estimating a loss in the $500 million range or more for 2012. ** Sharp’s fiscal year ends March 31. *** Figure for Jinko Solar for first nine months of 2012 only.<o:p></o:p></span></i></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'><o:p> </o:p></span></p><p class=MsoNormal><span style='font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1F497D'><o:p> </o:p></span></p><div><div style='border:none;border-top:solid #B5C4DF 1.0pt;padding:3.0pt 0in 0in 0in'><p class=MsoNormal><b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'>From:</span></b><span style='font-size:10.0pt;font-family:"Tahoma","sans-serif"'> re-wrenches-bounces@lists.re-wrenches.org [mailto:re-wrenches-bounces@lists.re-wrenches.org] <b>On Behalf Of </b>Carl Emerson<br><b>Sent:</b> Sunday, June 02, 2013 6:18 PM<br><b>To:</b> 'RE-wrenches'<br><b>Subject:</b> Re: [RE-wrenches] Defective modules<o:p></o:p></span></p></div></div><p class=MsoNormal><o:p> </o:p></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Of interest…<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>This link from Forbes explains that the decline in thin film is purely cost and not performance related…<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'><a href="http://www.forbes.com/sites/uciliawang/2012/04/18/how-first-solar-struggles-amid-decline-of-thin-film-solar-market/">http://www.forbes.com/sites/uciliawang/2012/04/18/how-first-solar-struggles-amid-decline-of-thin-film-solar-market/</a><o:p></o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>This is because the world price of silicon has dropped dramatically to one tenth of its price ten years ago, taking away thin films competitive edge.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Regards,</span><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif"'><o:p></o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Carl Emerson.<o:p></o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'><o:p> </o:p></span></p><p class=MsoNormal><span lang=EN-GB>Hi Carl,<o:p></o:p></span></p><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB>Here is the link to how Photon measures each module.<o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><a href="http://www.photon.info/photon_lab_modul_ertragsm_en.photon?ActiveID=1289">http://www.photon.info/photon_lab_modul_ertragsm_en.photon?ActiveID=1289</a><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB>and<o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><a href="http://www.photon.info/photon_lab_modul_ertragsmAD_en.photon?ActiveID=4382">http://www.photon.info/photon_lab_modul_ertragsmAD_en.photon?ActiveID=4382</a><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB>Can you please tell me how they are doing it wrong, and what the test would look like in doing it right?<o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB>Many thanks,<o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB>jay<o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB>peltz power<o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB><o:p> </o:p></span></p><div><div><p class=MsoNormal><span lang=EN-GB>On Jun 2, 2013, at 3:27 PM, Carl Emerson wrote:<o:p></o:p></span></p></div><p class=MsoNormal style='margin-bottom:12.0pt'><span lang=EN-GB><o:p> </o:p></span></p><div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Jay,</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>The short answer is no…</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>These are not real world tests of energy yield under ‘normal’ outdoor conditions.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Photon are setting up field tests for 2013 in Germany and the middle East.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Then they will have some useful data.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Carl E.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'>Hi Carl<o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'> <o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'>Would like to see real data. <o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'> <o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'>Photon publishes their module data, and thin film are no where near the top of the list. <o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'> <o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'>Nexpower. #14<o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'>First solar. #131<o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'>Total of 151 modules in the test. <o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'> <o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'>Jay<o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'> <o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'>Peltz power<o:p></o:p></span></p></div></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'><br>Sent from my iPad<o:p></o:p></span></p></div></div><div><p class=MsoNormal style='margin-bottom:12.0pt'><span lang=EN-GB style='color:black'><br>On Jun 1, 2013, at 6:20 PM, "Carl Emerson" <<a href="mailto:Carl@solarking.net.nz">Carl@solarking.net.nz</a>> wrote:<o:p></o:p></span></p></div><blockquote style='margin-top:5.0pt;margin-bottom:5.0pt'><div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Hi there,</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Thin film is still getting bad press after early production suffered degradation issues way back in the 90’s.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>There is plenty of evidence that thin film produces at least 10% more energy because it performs better at temperature and responds better to global irradiance.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Some brands may be problematic today but this is equally true of crystalline modules.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Sure the efficiency is down and more area is needed for the same rated power but some brands are delivering 20% more energy in some climates.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>As for degradation, I have seen crystalline BP’s with every panel turning brown and clapping out after just 12 years in the pacific Islands.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>So let’s be Brand specific and not lump all thin film together and tar it with the same brush, based on early failures 30 years ago.</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'>Current issues backed up with hard data would be very useful…</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:14.0pt;font-family:"Arial","sans-serif";color:blue'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><div><p class=MsoNormal><span lang=EN-GB style='font-family:"Arial","sans-serif";color:black'>Regards<br>Carl Emerson</span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div><div><p class=MsoNormal><span lang=EN-GB style='font-size:9.0pt;font-family:"Arial","sans-serif";color:white'> </span><span lang=EN-GB style='color:black'><o:p></o:p></span></p></div></div><div><p class=MsoNormal><span lang=EN-GB style='color:black'> <o:p></o:p></span></p></div><div><div><p class=MsoNormal><span lang=EN-GB style='color:black'> <o:p></o:p></span></p></div></div></div></blockquote><p class=MsoNormal style='margin-bottom:12.0pt'><span lang=EN-GB>_______________________________________________<br>List sponsored by Home Power magazine<br><br>List Address:<span class=apple-converted-space> </span><a href="mailto:RE-wrenches@lists.re-wrenches.org">RE-wrenches@lists.re-wrenches.org</a><br><br>Change email address & settings:<br><a 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