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Solar sector to feel aftershocks from quake

from Forbes

The solar sector will experience aftershocks from the earthquake in Japan, including disruptions in polysilicon supplies and near-term impact on demand, Piper Jaffray analyst Ahmar Zaman writes in a recent research note. Zaman notes that Japan accounts for 2 GW of expected 2011 demand, over 19,000 metric tons of polysilicon capacity, 650 MW of wafer capacity, 2.2 GW of cell capacity and 2.5 GW of module capacity. Piper cuts its 2011 solar demand forecast to 1 GW from 2 GW, bringing its global estimate down to 17.5 GW. more


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