Saturday, December 8, 2012
Thursday, November 29, 2012
Sent from my iPad
Sunday, November 25, 2012
Saturday, November 10, 2012
Sent from my iPad
Friday, August 31, 2012
Saturday, August 25, 2012
Kleiner Perkins' Bill Joy Ends Silence About EEStor
The fireside chat was hosted by Jason Pontin, editor in chief of Technology Review. Below is rough transcript of the exchange on EEStor. (The audio supplied to me was a little rough in places)
Monday, August 20, 2012
Monday, August 13, 2012
From: "NPD DisplaySearch News" <email@example.com>
Date: Aug 13, 2012 5:09 AM
Subject: CCFL Prices Start to Rise
CCFL Prices Start to Rise
As published in the DisplaySearch Monitor, August 2012
By Jimmy Kim
2011 was a bad year for LED-backlit LCD TVs. In early 2011, every TV maker planned to achieve their revenue goal by increasing LED backlight penetration. But, the price gap between LED-backlit LCD TVs and CCFL-backlit LCD TVs did not decrease as much as expected. Prices for CCFL-backlit LCD TVs dropped as much as prices for LED-backlit LCD TVs. Consumers suffering from the economic crisis prefered low-cost products instead of high-end products. As a result, LED penetration was lower than expected in 2011.
Raw material costs for CCFL exploded in 2011. Rare-earth metals, the main raw material for CCFL phosphors, reached 5-10 times the price in 2010, as shown in the figure below. As a result, the price of phosphor also jumped, rising to about six times the price in 2010.
Prices for Rare Earth Metals and Phosphors for CCFL
CCFL makers knew very well that demand and price were closely related, especially for their products. If the price of CCFL rises the price gap between CCFL backlighting and LED backlighting decreases. This in turn leads to a decrease in CCFL demand (which is very sensitive to price), and eventually, there is a scale-down of CCFL production and a lower utilization rate. Makers cannot help but raise the unit price of CCFL even further to compensate for the lower utilization rate. Therefore, CCFL makers had to hold the CCFL unit price steady to avoid this chain reaction.
Most Japanese CCFL makers had already given up on CCFL business by this point. They were losing cost competitiveness because of the increasing raw material costs and yen exchange rate. Their exit gave the Korean and Chinese CCFL makers an opportunity. They faced no competition from the Japanese. Furthermore, demand for CCFL did not drop as much as expected. As a result, purchase orders for CCFL units went exclusively to Korean and Chinese makers. The large scale production enabled by the concentrated purchase orders helped them hold the CCFL unit price stable, even under the increasing raw materials cost.
During 2012, the market situation grew worse for CCFL makers. TV makers introduced new low-cost direct LED-backlit TVs for the entry TV market segment. They plan to increase their sales allocation to these new products, which will lead to a further decrease in demand for CCFL. As shown in the figure below, CCFL panel shipments are expected to decrease more than 40% Y/Y after Q2'12. In 2011, the decrease was 30% Y/Y. This means that the scale-down and lower utilization rate for CCFL production seems inevitable this year.
CCFL Panel Shipments
CCFL prices for some new models increased in Q2'12. For example, the CCFL price for a 46" model in Q1'12 was $0.92, but in Q2'12, a CCFL of the same specification was $1.2. For a new 40" model, the CCFL price increased from $0.6 to $1.1, though with some changes of specification (the lamp tube diameter changed from 3.4 phi to 4.0 phi, etc.). Regardless, there have been almost no changes in CCFL prices for running models.
The decrease in CCFL demand caused by the low-cost direct backlight TVs has led to a rise of CCFL unit price. This will probably lead to a further decrease in CCFL demand. We also expect that the EOL of CCFL-backlit LCD TVs will be accelerated.
Lauren Leetun, APR
SAVVY Public Relations
Savvy Public Relations, Not listed, Orlando, FL 32814 United States
Monday, July 16, 2012
From: "NPD Solarbuzz News" <firstname.lastname@example.org>
Date: Jul 16, 2012 5:08 AM
Subject: PV Technology Roadmap and Buying Cycle Essential to Rendering Legacy Capacity as Obsolete
PV Technology Roadmap and Buying Cycle Essential to Rendering Legacy Capacity as Obsolete
Focus on technical innovation from 2013 will create new revenue opportunities for PV capital equipment supply chain
Santa Clara, Calif., July 16, 2012—A technology roadmap for the PV industry is set to emerge during 2013, bringing the PV industry into alignment with adjacent technology sectors where roadmaps typically have broad industry support. The creation of the new PV technology roadmap will be a leading indicator for the new technology buying cycle, which will be driven collectively by top-tier c-Si manufacturers in China and Taiwan.
Until now, each tier 1 PV manufacturer has implemented a different technology roadmap. This lack of synergy has been a factor preventing cell efficiencies from reaching the 20% level. During 2011, only 15% of cells produced by tier 1 manufacturers were rated at 18% or higher. However, through collective efforts in implementing a new PV technology roadmap, 75% of tier 1 c-Si capacity will fall into this high-efficiency category by the end of 2015, according to the latest NPD Solarbuzz PV Equipment Quarterly report.
According to Ray Lian, Analyst at NPD Solarbuzz, "Previously, the PV industry was pursuing a wide range of manufacturing technologies across different c-Si and thin-film types. This created significant challenges for PV equipment suppliers, as they were unsure which customers would survive for repeat business. However, the current manufacturing shakeout is playing a pivotal role in filtering out uncompetitive technologies from the industry."
This shakeout is likely to reduce the number of cell and thin-film manufacturers from almost 400 in 2011 to less than 100 by 2016, with the top 20 manufacturers contributing over 60% of cells produced for module shipments. Within the thin-film segment, only 13 manufacturers are projected to have production output exceeding 100 MW by 2016.
The shakeout along the value-chain will be accompanied by a re-ordering of preferred tool providers, as new capital equipment suppliers challenge existing PV equipment leaders. Unlike PV manufacturing, where consolidation or acquisition of insolvent competitors has limited value, the existing PV supply chain offers more strategic benefits for new equipment entrants. Deals such as those awaiting completion by Oerlikon Solar and Tokyo Electron, Ltd. are likely to become more frequent moving forward, as new capital equipment suppliers prepare for the next PV technology spending upturn.
Cost-Reduction First, Technology Changes Second
New order intake across the entire PV equipment supply-chain remains at a 5-year low, as the industry continues to digest the full effects of strong capacity over-investment in 2010 and 2011. This weak environment is forecast to continue during 2012 and 1H'13, with a limited number of new capacity additions in Taiwan (c-Si cell lines) and Japan (c-Si module lines).
"With PV CapEx in 2012 confined to maintenance-only levels, the short-term emphasis has turned firmly to cost reduction to restore corporate profitability," added Lian. "By mid-2013 however, silicon and non-silicon costs will have reached record lows. At this stage, the tier 1 c-Si leaders will be able to focus collectively on formulating a new PV technology roadmap."
Figure 1: Trailing 4-Quarter Revenue Share Trends for c-Si Cell PECVD Equipment Suppliers
Source: NPD Solarbuzz PV Equipment Quarterly
Cannibalization Essential to Remove Threat of Secondary Equipment Market
Leading tier 1 c-Si manufacturers are motivated to implement new technologies in order to increase average cell efficiencies above the levels that can be achieved from idled and mothballed capacity of tier 2 and 3 competitors. This will effectively consign a considerable quantity of uncompetitive capacity as obsolete and remove its impact on the PV industry supply/demand balance.
Additionally, in order to prevent a secondary equipment market from emerging, PV equipment suppliers need to act quickly to cannibalize the multi-GW of un-installed tools purchased during the over-spending in 2010 and 2011. The new PV technology roadmap will greatly assist equipment suppliers in achieving this goal in 2013.
With new equipment suppliers expected to enter the PV supply chain, the competition for specific tool segments will increase. Until now, c-Si cell deposition tools have commanded the highest ASPs and offered the greatest served addressable market for c-Si PV equipment suppliers. Dominated today by Centrotherm and Roth & Rau (now Meyer Burger), the market for c-Si PECVD tools reached $880 million in 2011. However, with PV thin-film deposition equipment an unattractive segment to target in the near term, a greater number of tool suppliers are likely to contest c-Si deposition equipment revenues from 2014 onwards.
"It is not just that the tool types are set to change when PV spending restarts, but also that market share will shift among the suppliers. The first key deliverable will be to fully understand the timing and content of the PV technology roadmap that will emerge next year from tier 1 c-Si producers," added Lian.
The NPD Solarbuzz PV Equipment Quarterly report enables PV equipment suppliers to navigate spending cycle challenges by identifying target customers and competitors, equipment revenues on offer (down to the key process tool level), and the precise timing of each PV manufacturer's fab expansions by quarter through 2016.
The NPD Solarbuzz PV Equipment Quarterly features a comprehensive capacity and production database, incorporating proprietary NPD Solarbuzz industry knowledge across over 390 c-Si cell and thin-film panel producers, and a PowerPoint report with extensive analysis on technology, equipment spending and market-share trends. All data and analysis is reworked every quarter and includes expansion and spending activity from the immediate quarter closed for over 1,400 capacity expansion phases at over 650 fabs. The performance of leading PV equipment suppliers is analyzed and forecast 12 months out, including PV-specific process tool revenues, bookings, and backlogs.
For more information or to order the NPD Solarbuzz PV Equipment Quarterly, contact us at one of our seven global locations, email us at email@example.com, or call Charles Camaroto at 1.516.625.2452 for more information.
About NPD Solarbuzz
NPD Solarbuzz, part of The NPD Group, is a globally recognized market research business focused on solar energy and photovoltaic industries. Since 2001, NPD Solarbuzz has grown its client-base to include many of the largest global PV manufacturers, major investment banks, equipment manufacturers, materials suppliers, hedge fund companies, and a vast range of other multi-nationals. NPD Solarbuzz offers a wide array of reports, including Marketbuzz, an annual global PV industry report, and Solarbuzz Quarterly, which details both historical and forecast data on the global PV supply chain. The company's research also provides annual downstream PV market reports by region for Europe, Asia Pacific and US markets. In addition, Solarbuzz.com is a recognized and respected online resource within the solar industry. For more information, visit www.solarbuzz.com or follow us on Twitter at @Solarbuzz.
About The NPD Group, Inc.
The NPD Group is the leading provider of reliable and comprehensive consumer and retail information for a wide range of industries. Today, more than 2,000 manufacturers, retailers, and service companies rely on NPD to help them drive critical business decisions at the global, national, and local market levels. NPD helps our clients to identify new business opportunities and guide product development, marketing, sales, merchandising, and other functions. Information is available for the following industry sectors: automotive, beauty, entertainment, fashion, food, home and office, sports, technology, toys, video games, and wireless. For more information, contact us or visit npd.com and www.npdgroupblog.com/. Follow us on Twitter at @npdtech and @npdgroup.
Solarbuzz and Marketbuzz are registered trademarks of The NPD Group.
SAVVY Public Relations
Savvy Public Relations, Not listed, Orlando, FL 32814 United States
Sunday, July 15, 2012
Thursday, July 12, 2012
Monday, July 9, 2012
Saturday, July 7, 2012
Japanese group transmits electricity through 4-inch concrete block, could power cars on roads
Sunday, July 1, 2012
Friday, June 29, 2012
Thursday, June 28, 2012
Sunday, June 24, 2012
Scientists To Use Firefly Bioluminescence To Create Energy-Free Lighting | Inhabitat - Sustainable Design Innovation, Eco Architecture, Green Building - StumbleUpon
Wow this is right out of scifi.
Saturday, June 23, 2012
German solar power plants produced a world record 22 gigawatts of electricity per hour ~ equal to 20 nuclear power stations at full capacity ~ through the midday hours last Friday & Saturday.
Friday, June 22, 2012
Wednesday, June 20, 2012
Alternative Energy Generation Solutions in the News
CleanTechnica, February 15, 2012
Forbes, February 8, 2012
High-Performance Composites, May 2, 2011
The Engineer, April 11, 2011
MIT Technology Review, October 26, 2010
WENY-TV, September 8, 2010
PITTSBURGH, June 20, 2012 /PRNewswire/ -- One year into a U.S. Department of Energy (DOE) funded project, ANSYS (NASDAQ: ANSS), General Motors LLC, the National Renewable Energy Laboratory (NREL) and ESim are leveraging engineering simulation technology to optimize electric and hybrid vehicle battery performance. The team achieved significant milestones during the past year in support of the DOE's Computer Aided Engineering for Electric Drive Vehicle Batteries (CAEBAT) project.
(Logo: http://photos.prnewswire.com/prnh/20110127/MM38081LOGO )
GM awarded ANSYS a subcontract to develop battery software tools that will help accelerate development of next-generation electric vehicles (EV). The project is a result of a competitive procurement through the DOE's NREL that was presented to GM last year (http://www.nrel.gov/news/press/2011/1472.html).
The main goal of the CAEBAT project is to incorporate existing and new battery models into engineering simulation software to shorten design cycles and optimize batteries for increased performance, safety and life span. The project is driving EV innovation.
The GM-ANSYS-ESim team's achievements over the past year include prototyping and validating three electrochemistry modeling approaches. The partners also prototyped a co-simulation feature, which blends battery multiphysics and system simulation technologies that enable engineers to shed unnecessary details and increase simulation efficiency without compromising the accuracy of the model.
"Traditionally, the EV battery industry depends mostly on the expensive and time-consuming process of design-build-test-break for prototyping and manufacturing these batteries," said Jan Aase, director of the vehicle development research lab at GM Global R&D. "However, the virtual development of engineered products has proven to be an effective way of evaluating many design alternatives. This specific team was selected because of their individual track records of success in their respective fields for providing reliable technologies that lead to efficient products."
The team is leveraging NREL's considerable experience in multiphysics, multi-scale modeling of lithium-ion battery systems. The resulting design tools will be made commercially available through ANSYS. GM plans to validate and apply the model to its electric vehicles in development.
"ANSYS is well known for providing reliable simulation technology to enable sustainable design across a wide range of industries, including automotive," said Sandeep Sovani, manager of global automotive strategy at ANSYS. "The recent demands from customers to make vehicles more practical coupled with government regulations are creating unprecedented innovation within the auto industry. ANSYS is proud to be at the forefront of this innovation surge by developing software tools that will accelerate the production of safe, reliable, high-performance and long-lasting lithium-ion batteries for EVs and make vehicles more fuel efficient and sustainable."
NREL expects that the resulting systems will become commercial offerings in about two years. This initiative is funded by DOE's Vehicle Technologies Program in the Office of Energy Efficiency and Renewable Energy.
About ANSYS, Inc.
ANSYS brings clarity and insight to customers' most complex design challenges through fast, accurate and reliable engineering simulation. Our technology enables organizations ― no matter their industry ― to predict with confidence that their products will thrive in the real world. Customers trust our software to help ensure product integrity and drive business success through innovation. Founded in 1970, ANSYS employs more than 2,200 professionals, many of them expert in engineering fields such as finite element analysis, computational fluid dynamics, electronics and electromagnetics, and design optimization. Headquartered south of Pittsburgh, U.S.A., ANSYS has more than 65 strategic sales locations throughout the world with a network of channel partners in 40+ countries. Visit www.ansys.com for more information.
Tuesday, June 19, 2012
From: "MIT Enterprise Forum Central Coast" <firstname.lastname@example.org>
Date: Jun 19, 2012 10:31 AM
Subject: Join us tomorrow for an MITEF talk on "Renewable Energy"