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Who Will Crack the CIGS Nut in Thin Film?

 Jul 09, 2008 08:07 AM UTC
Return Risk
+80.17% MID
Tracked Blogger
Symbol Sentiment Start Return Closed
FSLR n/a

Graphic_arrow1 Via Long Investment Ideas from Seeking Alpha:  

I've been saying for a while, that with enough money, someone is bound to crack the CIGS nut in thin film, and deliver the cleantech sector another First Solar (FSLR) like renaissance for the always around the corner technology.

That's not because it's easy, or even because it's a good idea to try, but when well over a billion dollars in investment pours into a given technology, something is bound to come out the other side - eventually. A seductively high efficiency potential technology with very low potential materials costs, CIGS has been just over the horizon for a decade or more, but has enjoyed a huge influx of capital and increase in the number of programs chasing in over the last 5 years. Similar to other solar thin film technologies, device complexity, effective yield, throughput, and process control issues are always the bugaboo.


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