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LDK Solar Co., Ltd. Message Board

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  • twoheadedsnake1234 twoheadedsnake1234 Jan 29, 2013 10:11 AM Flag

    Can LDK be competitive with poly plant?

    ///Forget $20-30/kg.... it will much much more by end of year.///

    yes you are a pawn, every $10/kg adds a nickel in cost, Poly at $35 would add $0.10 or what will be a 20% cost increase. Solar can not handle Poly over $20 and be competitive on price. As for the rest, there is massive over capacity in the Poly world. There is some 400KMT in capacity that is enough for nearly 80GW of capacity more than double World production of solar. This capacity will take 3 to 4 years to come close to utlizing the existing capacity in the world