Never mind “you know who”: CIGS thin
film survivors Nanosolar, Stion keep going about
their business
Oct. 6, 2011 - Tom Cheyney - pv-tech.org
Despite
the muddy swirl of controversy surrounding that certain “you
know who” CIGS company, many of the “survivors” in
the most up-and-coming sector of the thin-film PV
community just keep going about their business, driving
up efficiencies, pushing down costs, closing deals,
ramping production, and shipping products. Two Silicon
Valley-based outfits, Nanosolar and Stion, have recently
announced National Renewable Energy Lab-certified
record conversion efficiencies and are both actively
ramping production to feed their pipeline of orders.
Nanosolar, which has been somewhat quiet of late,
has started to rev up its PR engine. The company,
known for its unique roll-to-roll print/nanoink-based,
nonvacuum deposition copper-indium-gallium-(di)selenide
cell production process, announced that NREL
measured aperture efficiencies of 17.1% for its flexible foil
cells.
John Rayfield, VP of worldwide marketing, told me
via email that in the case of the test cells evaluated
at the national lab, "the aperture efficiency
is the same as total area efficiency." The tests
were conducted Sept 1 under standard test conditions
of one sun or 1000W/m2 at 25°C.
When asked how these impressive cell numbers translate
at the module level, he cautiously replied that “At
this point, we are not prepared to comment with specifics,
but of course it continues to push our panel roadmap
forward.”
Although the cells measured were not taken from
Nanosolar’s production line, he said “The
best indicator of our production line is panel efficiency.
Currently, we are producing 10%-efficient panels
and our released roadmap is to be at 13% efficiencies
by late next year.”
Brian Stone told me at Intersolar North America
in July that many pieces of production gear were
coming into the company’s San Jose cellmaking
fab at that point, and that it was on track to reach
100MW cell capacity in 2012. He also said there would
be some new multimegawatt projects to talk about
later in the year; apparently, one of those projects
will be announced in the next few weeks.
I had a lengthier phone conversation with Stion’s
head honcho, Chet Farris, a week or so after his
company officially opened its
new production facility in Hattiesburg, MS, last month and touted fresh 14.1%
NREL-confirmed module efficiencies.
Unlike Nanosolar’s test cells, the CIGSSe
firm’s efficiencies were derived on modules
pulled from its 10MW pilot production line in San
Jose, which now mirrors, at a smaller scale, the
capability and toolset of its new Mississippi facility.
Like Nanosolar’s results, the numbers reflect
aperture-area efficiencies, but in the case of Stion’s
monolithically integrated panels, the total-area
numbers equate to about 12.7%, give or take a few
tenths of a percent depending on whether it’s
a framed or frameless module, according to the president/CEO.
Farris mentioned optimization efforts were under
way to squeeze out a few more tenths of module efficiency
and increase the active area ratio via a mechanical
design rule change associated with how the company
does the feedthrough to the junction box from the
circuit.
Another efficiency improvement knob to turn relates
to the interconnects, which he admitted had "fairly
broad" design rules on the first certified modules.
By improving the process and tightening up the interconnects,
he expects that somewhere between 0.3% and 0.5% absolute
module performance improvement can be obtained.
For what he called the Gen 1.5 product, process
engineering efforts to replace or eliminate the cadmium-sulfide
buffer/emitter process have narrowed down the options
to three, two wet and one dry, all of which are in
the reliability stage.
Although the proprietary use of the TCO to get rid
of the buffer step altogether has its benefits, it
may not be the easiest or the most economical, Farris
explained. The ultimate winner will be chosen because
it offers the most cost-effective solution.
Whichever approach is selected, it will lead to
a change in the device structure and require a subsequent
recertification of the modules. The target is to
have the new process integrated into the production
line by Q1 2012.
On the R&D front, he said that work on Stion’s
next-generation tandem-junction modules is going
well. Efficiencies on 20 X 20cm test panels are “north
of 16% and on target to reach 18% by Q4 2011 or Q1
2012,” with the same results expected on full-scale
demo modules a little while after that. A new, differently
configured and more user-friendly reactive deposition
tool will soon be added to the tandem development
line, which will allow for the production of full-scale
modules.
Down in Hattiesburg, Farris said the factory ramp
remains on schedule, with the first panels due to
come off the line by late September. The major process
equipment — including new prequalified Von
Ardenne precursor deposition and back-contact deposition
tools — are in place on the initial 100MW nominal
capacity line, although the automated glass-handling
systems were a little delayed coming from Japan.
Eyelit’s manufacturing execution system software
is also being implemented at the facility.
He expects the run rate to incrementally reach 80MW
by June 2012, and to be close to full capacity shortly
after that. The resulting production will be "absorbed
by the pipeline, and although we expect price pressure,
we have adequate backlog to offtake all of Hattiesburg’s
output." The headcount at the plant is around
100, with that number set to climb to double by late
2012.
Farris estimated the capital expenditure per watt
at about 85 cents for the nameplate 100MW line, but
noted that the initial capacity buildout included
significant structural modifications, property improvements,
and the like that boosted that figure. As a result,
the capex/watt should drop to the mid-to-high 60
cents range on the second line, which will benefit
from the facility enhancements done when Stion first
took over the site.
He said the building will accommodate up to 600MW
of CIGSSe panel-making production capacity without
further expansion, representing five 120MW lines
benefiting from improved efficiencies and productivity
metrics. Actually, the structure could physically
hold six lines, theoretically boosting the site’s
capacity another 120MW or so, but he stressed that
such capability has not been promised.
Farris remains optimistic of Stion’s chances,
wryly noting one advantage he thinks his company’s
panels have over the competition.
“We are on plan with what we had originally
planned to do. We’re happy with the technical
results so far, and the product has been well-received.
It’s still the prettiest product in the industry
in my opinion, kinda sexy to the extent that solar
can be.”
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