Word: nanosolar
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...territory. SunPower now has more than 5,000 employees. It's building massive power plants for utilities, as well as roof panels for big-box stores, complete subdivisions and individual homes. Prices are plummeting, and competition is fierce, most of it from California firms like BrightSource, Solar City, eSolar, Nanosolar and Solyndra. "The scramble is on, and California is leaps and bounds ahead of the rest of the country," says Dinwoodie. "That's true of all energy issues." (Read a 2003 profile of Arnold Schwarzenegger...
...Nanosolar ceo Martin Roscheisen, who, like many new solar kings, has roots in Silicon Valley, says he can achieve radical cost savings by directly applying photoactive chemicals with an ink composed of nanoparticles. Nanosolar's PowerSheet cells roll off the machines like pages of newspaper in a printing press, at the rate of several hundred feet a minute. Roscheisen, an intense Austrian, says Nanosolar's first 18 months of production have already been purchased. "We're looking for a 35% market share in the next couple of years," he says. "The simple truth is, we can scale a lot more...
...First Solar doesn't generate the most buzz. That notoriety belongs to the start-up Nanosolar, which shocked its competitors in December when it announced it would begin profitably selling thin-film panels at $1 a watt. That figure is solar's holy grail, the point at which power from the sun becomes generally cheaper than coal, without the help of subsidies...
Roscheisen's competitors are, to put it gently, dubious about his claims, pointing out that the cost of raw materials alone should make it impossible to produce $1-a-watt panels profitably. "Of course they doubt it," he says. "Otherwise it makes a joke of their business models." Nanosolar's claims should become more transparent as the company scales up and either meets demand or fails to; in the past, it has suffered production delays...
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