Last week I wrote an article looking at the ways the semiconductor industry and solar industry are similar and where they diverge.
At the heart of the issue is a debate over whether solar companies primarily compete by outdoing each other with distinctively designed products or whether success lay in developing a superior manufacturing process. In other words, do you win through product or process?
It's more than an academic debate. If solar truly becomes a "process" industry, then winners and losers will be determined by who has a better factory. Solar vendors would be required to continually place multibillion dollar bets in cyclical markets with fluctuating prices. Clash of the Titanic Fabricators: it could be a worse gambling habit than trying to produce computer memory.
To read the full, original article click on this link: Poll: Is Solar a Product or a Process? : Greentech Media
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