According to Gaetan Rull, analyst at Yole Developpement, "The production capacity for wafer based solar cells will increase 62% and reach 10GW in 2008." One of the reasons identified by Yole Développement, is the anticipation of the renewed availability of silicon that will start in late 2008 and will drastically increase in 2009-2010. Leaders have succeeded in securing long term supply agreements and want to be ready when poly-Si will be available. Visibility on specific projects is reduced after 2010. Leading cell manufacturers have an-nounced their projects up to 2011 but medium and small companies have not disclosed their plans. Yole is tracking expansion projects on a daily basis and will update production capacities as soon as information is available. Regarding modules activities, Germany, Spain, USA and China are leading and Japan consolidating.
Signet Solar Rolls Out Industry's Largest Silicon Thin Film Solar Photovoltaic Modules
Signet Solar, a manufacturer of silicon thin film photovoltaic modules announced the fabrication of the industry's first ever Gen 8.5 (5.7 m2) silicon thin film solar PV module at its new factory near Dresden, Germany in a record setting ten months from the start of construction. After finishing construction of the 200,000 square foot production facility in only seven months, Signet Solar completed installation of equipment and started initial fabrication in less than three months. Signet Solar's technology lowers the cost of photovoltaic (PV) modules by combining proven silicon thin film technology, with very large area manufacturing and an industry standard equipment set. The initial modules from the fully automated module manufacturing line met the specification of the product and were confirmed by independent testing by Fraunhofer Institute.
I believe that there is a good chance of picking up any type of solar system next two years at very good prices are very high since the global recession should be in full effect by the 2009-2010 time frame as the same time huge capacity comes on line.