29 Oct '12, 6am

Commentary: Solar conductive paste makers build up entry barriers

Commentary: Solar conductive paste makers build up entry barriers Nuying Huang, Taipei; Jackie Chang, DIGITIMES [Monday 29 October 2012] The solar industry has been in a market downturn but solar cell conductive paste makers continue to see better profits. Taiwan-based Giga Solar, a silver, silver aluminum, and aluminum conductive paste maker, reported gross margin for first-half 2012 at 31%. Compared to other solar segments, a gross margin of 31% is a lot better than most firms which are currently suffering losses. Seeing the strong financial performance of firms such as DuPont, Heraeus, and Giga Solar, the conductive paste segment has began to attract newcomers. Thintech Materials, a subsidiary of Taiwan-based China Steel Corporation (CSC), revealed plans to enter the aluminum and silver aluminum conductive paste for solar products segment on October 25. The firm has bee...

Full article: http://www.digitimes.com/news/a20121029PD202.html

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