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GT Advanced Technologies, Inc. Message Board

  • cali_sun99 cali_sun99 Oct 26, 2013 5:18 PM Flag

    Brand New solarbuzz article worth reading

    Pretty exciting highlights in quote from the article.

    -"Solar module production to hit 50GW in 2014 next year and potentially reach 55GW which highlights the significant recovery in the PV industry after two years of overcapacity. The projection that module production could reach 50GW means that major manufacturers are expected to add capacity next year to meet strong demand or lose market share"

    -"New capacity expected to come online during the second half of 2014" "Spending on capital equipment is therefore expected to recover in the first half of 2014, with capacity coming on stream in the second half of the year to meet the typically strong second-half period"

    -"However, the strongest technology share gains in 2014 are expected to come from the advanced p-type multi segment that includes double screen-printing, ion implanting, selective emitters, wrap-through variants and rear-surface passivation. This segment is expected to increase from 23.8% in 2013 to 27.2% in 2014"

    -"production for p type and n type will grow by 2.8GW in 2014 due to the overall growth of the industry.

    -That right there my friends is our GTAT hicz coming into play. Expect a very exciting conference call coming up in a week.

    Sentiment: Strong Buy

 
GTAT
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