• Monday, June 16, 2008 Latest Update: 6:43PM

Greentech Solar

Companies Crowd Into CIGS Space

IBM is the latest to move into the thin-film solar technology. But as the industry watches closely for a hint as to who might give First Solar a run for its money, it's still anyone's race.

Everyone seems to be moving into thin-film solar these days. And with First Solar (NSDQ: FSLR) soaring at $277.38 per share and reporting the lowest costs (and highest margins) in the industry, it’s no wonder other companies are racing to grab a slice of the pie.

IBM (NYSE: IBM) is one of the latest to get into the game. Earlier this week, IBM announced a joint venture with Tokyo Ohka Kogyo to develop copper-indium-gallium-selenide films.

The companies don’t plan to manufacture the films themselves, but instead hope to license the technology once it’s fully developed, according to The Wall Street Journal.

A number of startups have been developing CIGS films, including Miasolé, Nanosolar, HelioVolt and Global Solar Energy, which last week said it would begin selling its films in July. Still, the entrance of such a large player is noteworthy.

The industry has long wondered how large IT companies would impact solar manufacturing. But while semiconductor companies such as Applied Materials and Oerlikon Corp. have brought about a tremendous amount of fanfare – and billions of dollars in orders – their overall impact is still up in the air.

After all, in spite of the buzz, First Solar – which makes cadmium-telluride films – is the only company producing thin films in large volumes.

Travis Bradford, president of the Prometheus Institute, a Greentech Media partner, said the efficiency of the amorphous-silicon films to be produced by Applied Materials and Oerlikon is still in question.

Bradford has forecast that amorphous-silicon technology will stumble slightly in 2008 and 2009 as bugs are worked out, then take off in 2010 based on the vast number of orders for the equipment (see Funding Roundup: Solar, Biofuels Dominate Light Week).

And efficiency isn’t the companies’ only problem. Oerlikon Solar last week said it was filing a patent-infringement lawsuit against Sunfilm, an Applied Materials customer (see Oerlikon Solar Sues Sunfilm).

Nonetheless, large corporations are likely to keep coming at thin-film solar.

GE Energy last week announced it had raised its stake in PrimeStar Solar, which is developing cadmium-telluride films, to become the majority stakeholder.

Comments [9]

  • Norrin Radd 06/17/08 6:57 PM

    CIGS is the VC folly of the renewable energy revolution.
    CIGS is a doomed material system, not so much because of the material, but because of the cost of packaging and encapsulation.  First Solar’s CdTe simplifies this packaging with a glass on glass lamination process.  CdTe wins, a-Si places, and CIGS fails. 

    Reply
  • Christian Filipiak 06/18/08 6:28 PM

    Norrin,

    What prevents CIGS from using a similar encapsulation process as that used by First Solar?

    Reply
  • Norrin Radd 06/18/08 7:58 PM

    The majority of CIGS players are not using a glass substrate like FSLR - they tout the benefits of flexible substrates in a roll to roll process.  So they are using metal or polymer substrates which ostensibly simplifies the deposition process but enormously complicates the packaging process. 

    Reply
  • Steve Pluvia 06/19/08 4:07 AM

    Norrin:  “CIGS is the VC folly of the renewable energy revolution”

    Care to elaborate?  Before responding, I suggest you look into Vitex’s encapsulation of CIGS published in March;

    http://www.vitexsys.com/new/flexible.htm

    If you have time, also please share your immense knowledge of CIGS’s drawbacks—particularly the technical issues those silly engineers at IBM missed.  Then explain why Nanosolar’s product won’t work [specifically how their first 1mw free-field install is failing] and if you have time, explain the drawbacks of Nanosolar’s 100ft/min 1GW CIGS tool shown in the video link.

    http://www.greentechmedia.com/articles/nanosolar-creates-largest-thin-film-tool-1023.html

    Thanking you in advance,
    I remain,
    Sincerely,
    Yours Truly,

    Steve Pluvia

    Reply
  • Norrin Radd 06/19/08 5:24 AM

    Steve,
    The IBM CIGS project is still very researchy.  Is it not?  I believe IBM is also working on Si and on triple junction cells as well.  Research is what they’re good at.  Perhaps IBM will succeed with mass commercialization of CIGS but the landscape will be littered with the many semiconductor guys who thought that doing solar was a straightforward extension of their core skills.
    Thanks for the Vitex link.  Another holy grail conquered. 
    I look forward to Nanosolar’s success.  In the meantime I look forward to hearing what their efficiency levels are on their initial “1MW” installation.  I also look forward to their long-time reliability testing info.  Can you help with any insight into this info?

    Reply
  • Martin Roscheisen 06/19/08 10:50 AM

    If anything, CIGS is easier to package than CdTe: Because unlike with CdTe, at least the thin-film device stack is fundamentally stable with CIGS.  (The CdTe thin-film stack is not intrinsically stable; its backelectrode is known to be instable.)  So the packaging solutions that work for CIGS are a superset of what works for CdTe.

    Reply
  • Steve Pluvia 06/19/08 11:39 AM

    Norrin:  “I also look forward to their long-time reliability testing info.” 

    Read the published study of the Vitex encapsulation of CIGS; it includes an environmental load test. As to what “IBM is good at”; Last year’s $101 billion in revenue suggests they’re good at developing and selling products, not wasting money on pointless research.

    Steve Pluvia

    Reply
  • Steve Pluvia 06/19/08 11:44 AM

    Martin,

    We’re keenly interested in a multi year contract to purchase 20MW/yr of your product—I’ve left you my e-mail if you’d like to discuss.  Congratulations on your new tool.

    Steve Pluvia
    (JavaScript must be enabled to view this email address)

    Reply
  • T W 06/24/08 3:18 AM

    Isnt the issue with CIGS and CdTe packaging the moisture ingress? Glass is the only true moisture barrier thats cost effeciant. Vitex claims they can provide a flexible barrier down to .00001 grams/mtr sq/day , but its way too expensive for PV, so its not viable. Even though aSi is lower in output, it can be packaged at a reasonable cost.

    Reply
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