Dear All (and especially Stan Jakuba),
Those of you who are interested in the cost of solar energy might be
interested in the article at http://industry.bnet.com/energy/10003903/ldk-solars-acquisition-strategy-not-a-bright-future
where they say:
Additionally, too much industry capacity coming on-line in recent
years has collided with slowing demand for solar cells, culminating in
dramatic falloffs in component prices across the value supply chain.
Aside from a penny or two fall in wafer conversion costs (US$0.32 per
watt in 4Q:09), LDK has yet to wring out any of the margin or
competitive advantages it envisioned with its vertical supply
integration strategy:
In the fourth-quarter of 2009, LDK reported wafer average selling
prices (ASP) of US$0.83 per watt, down from US$2.24 per watt in 2007.
The significant decline in wafer prices forced the company to write
down the carrying values of its inventories by almost US$500 million
in the last two years.
Cheers,
Pat Naughtin
Author of the ebook, Metrication Leaders Guide, that you can obtain
from http://metricationmatters.com/MetricationLeadersGuideInfo.html
PO Box 305 Belmont 3216,
Geelong, Australia
Phone: 61 3 5241 2008
Metric system consultant, writer, and speaker, Pat Naughtin, has
helped thousands of people and hundreds of companies upgrade to the
modern metric system smoothly, quickly, and so economically that they
now save thousands each year when buying, processing, or selling for
their businesses. Pat provides services and resources for many
different trades, crafts, and professions for commercial, industrial
and government metrication leaders in Asia, Europe, and in the USA.
Pat's clients include the Australian Government, Google, NASA, NIST,
and the metric associations of Canada, the UK, and the USA. See http://www.metricationmatters.com
for more metrication information, contact Pat at [email protected]
or to get the free 'Metrication matters' newsletter go to: http://www.metricationmatters.com/newsletter
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