Featured in The turning point – 05-2011

From chips to cells

Chip fabs to PV fabs: Attracted by the fast growth and potential for new revenue streams, a growing number of big name chipmakers are adding solar photovoltaic manufacturing to their production. While these new market entrants bring with them process know-how and a trading savvy earned in a mature and fiercely competitive 213 billion euro industry, PV industry insiders say success will depend as much on the ability to transfer their assets, be it physical or human, as it will on how quickly they learn the intricacies of the PV industry.

Adding the solar cell industry to their core market by developing new products and business lines has long been a trend among semiconductor manufacturing equipment vendors and polysilicon producers (if four or five years can be considered long). Now some of the world’s largest chipmakers are following the trend set by the likes of Applied …

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