Two steps forwards, one step back…

Seems like some of the so-called “disruptive” technologies that have been announced recently are going to take a while before coming to market. A number of players focused on thin-film will eventually shake this market up.
This is part of the evolution of an industry. We see new players come in and some exit. Those exiting tend to be in the part of the value chain that is unprotected from shortage of supply at the moment. Those entering are newbies bent on changing an industry.
As change is the only constant, we shall surely hear more news in the coming months. Meantime, silicon suppliers are turning up production in response to demand so we should see relief in this century :) from higher silicon prices. The market does not seem to have been scared off by up to 19% price hikes. The momentum for solar is set. There’s no looking back…
Sass
PS. I spoke about this and other neat solar topics on a podcast again with Ben Kenney of thewatt.com. You can listen to Episode 40 (even without your ipod at this link).

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