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Market is murky on FiT cuts, natural disasters and renewed economic uncertaintycapital and secured an accounts-receivableline for up to an additional $10 million.Total acquired Tenesol’s operations.Unirac achieved ISO 9001:2008 QMS andISO 14001:2004 EMS certifications.United Solar completed 1.1 MW solarpower system on the rooftop of a logisticscenter in Marignane, France.Vermont Air National Guard base added2.2 MW solar project in South Burlington,Vermont.Western Massachusetts ElectricCompany constructed 2.2 MW solarenergy facility in Springfield.Youil Renewable Energy is building40 MW solar plant in E.B. Magalona,Philippines.Inverters & power suppliesJapan-made PV inverter-use aluminumcapacitor supply is not expected to easeuntil 3Q11.—NichidenboAdvanced Energy• is celebrating 30 years in business.• solar inverter achieved record 98% efficiency.Delta Electronics is building solar powerswitching supply plant in Chennai, India,which is scheduled to begin production inApril 2012.Emerson provided utility-scale powerinverters for 30 MW solar power plant inWebberville, Texas.Enecsys• revealed details of novel solar inverterarchitecture, which eliminates electrolyticcapacitors to increase reliability.• received £25 million ($41 million) inSeries B equity financing.Energy Conversion• cut 300 jobs.• named Jay Knoll as its interim president.• initiated a search for a permanent CEOto replace Mark Morelli.Harland Simon and Aston Energy teamedup on EnergySolis series grid-connectedphotovoltaic inverter.IXYS introduced rugged 500 V and 600 VPolarP3 Power MOSFETs.Power-One added two Hitachi (Sigma)G5 high-speed SMT assembly systems inCamarillo, California.Satcon appointed Aaron Gomolakexecutive VP, CFO and treasurer.SMA Solar Technology appointed Pierre-Pascal Urbon CEO.SolarBridge Technologies namedCelestica its CEM for volume productionof PantheonTM microinverters.SolarEdge added a PV inverter productionline at Flextronics Newmarket, Ontario,factory.Solectria Renewables expanded capacityat its Lawrence, Mass., facility to 800 MW.Sustainable Energy and Eclipsall Energyentered 10 MW collaboration on solarpower “kits” based on SUNERGY invertersfor North American markets.Tigo Energy received $10 million inadditional equity capital from GenerationInvestment Management.Materials & componentsDye sensitized cell panel and materialsmarkets are expected to reach US $1.9Billion by 2016.—NanoMarketsInternational quotes for PV silverconductive paste rose 20% from US$1,500-1,600/kg in January 2011 to US$1,900/kgin May 2011.3M named George Buckley COO.Aldrich Materials Science and Agfabegan jointly producing and distributingOrgacon conductive polymers for use inorganic photovoltaics.Applied Nanotech Holdings opened solarinks pilot manufacturing line in Austin,Texas.Applied Seals North America openedapplications and design center at its SiliconValley Headquarters.Asia Polymer is building 120,000 MTethylenevinyle acetate plant in KaohsiungCounty, Taiwan.Avantor Performance Materialsappointed Sushil Mehta executive VP andBrian Wilson executive VP of Operations.Bosch appointed Eric Daniels regionalpresident of Solar Energy.Bridgestone added new productionethylene vinyl acetate film line in Poland.Centrosolar commissioned its first Asiananti-reflective coating line in Huzhou,China.Dow Chemical named Targray its globaldistributor for its ENLIGHT polyolefinencapsulant films.Dow Corning named Robert Hansen CEO.DuPont introduced low-silver Solamet®PV pastes.Giga Solar Materials expects its globalmarket share for PV aluminum paste torise from 27% in 2010 to 40% in 2011.Hangzhou First PV Material namedAstenik Solar its exclusive Canadiandistributor.Henkel released hot melt adhesive/sealantthat allows immediate handling of solarmodules.LDK Solar is investing $35 million toexpand silane gas manufacturing in XinyuCity, Jiangxi Province, to 2,000 MT .Marubeni became Innovalight’s distributorfor silicon ink in Japan.O-I inaugurated new photovoltaic glassplant in Béziers, France.Phononic Devices appointed former FirstSolar president Bruce Sohn to its board ofdirectors.20110223Photovoltaic Value Stack (Crystalline Silicon)Module Cost (2008 Figures)20110501PV Inverter Shipments100%80%60%40%20%0%iSuppli 2011ModuleCost21%15%19%15%15%15%PolysiliconIngots & WaferCellModuleOther ComponentsInstallationAccording to iSuppli, the EMS productionvalue for solar modules was 1.1 gigawatts(GW) in 2010 with the median module costingaround $1.86/watt (wholesale) for a total of $2billion out of total worldwide moduleproduction for 17.7 GW values at $33 billion.A further breakdown of module costs based2008 production cost at a median of $2.11/wattare for a 50 MW/year production line:- the wafer costs $1.08/W- changing the wafer into a cell costs $0.40-45- changing the cell into a module costsanother $0.40-45Module cost = $2.11/W at 85% cumulativeyield. Source: PJC Poly Si Supply & DemandAnalysis8.07.06.05.04.03.02.01.0GWpSystem installations will reach22.4GWp in 2011, while shipmentsof PV inverters will hit 24.5 GWp0.01 2 3 4 1 2 3 4 1 2 3 409 10 11Digitimes Research 4/11Chart 19. Chart 20.22 – Global Solar Technology – June 2011 www.globalsolartechnology.com