Wednesday, April 20, 2011

Photovoltaics reset button: $15.2B in equipment spending is on the line - Photovoltaics World

See market analysis. Very large jumps in capacity coming online all along the supply chain from ingot processing to machine tools to chip fabs. Dominated by Chinese public companies with fat balance sheets. Nowhere for pricing to go but down.

Gotta love those Chinese margin-shredders when you are on the buy-sideJ

http://www.electroiq.com/index/display/photovoltaics-article-display/2587498358/articles/Photovoltaics-World/equipment-and_materials/manufacturing-equipment/2011/4/photovoltaics-reset.html?cmpid=EnlEIQDailyApril202011

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