Dont pitch you resume or passport yet pal! My crystal ball is showing me your future and it's telling us you will be relocated to Germany! I see you future check it out!
Yes, thin film has less efficiency. So what, if the cost of production is significantly lower than the efficiency loss?
You could say efficiency was a valid concern when they were in the home install market. The desert doesn't care if 15% more area is covered.
The provable point is FSLR has the best margins in the industry. Meaning, they have a lot of leeway in moving their selling prices, if necessary, and still be profitable.
Thin film is the better technology if the cost/efficiency ratio is greater than for competing technologies. There's nothing to suggest anything has changed about FSLR having the edge in this (ultimate) respect.
At 0.45 cents a watt they would be. But that's not why I own the Chinese solars. There is much consolidation to come in the industry, and the last ones standing will dominate the market and will be able to raise prices. The Chinese government will enure that the Tier 1 manufacturers survive by funneling them cheap money. I don't like it, but that's how I see it playing out.