Photon 2010 conference highlights

The traditional Siemens reactor process will continue to dominate the solar silicon supply sector [it now accounts for more than three-quarters total capacity], and costs are likely headed to less than $25 per kg within five years, (...) [S]upply, estimated at around 170,000 tons in 2010, will far outstrip demand.
[Regarding the inverters industry] the most important question was when the current scarcity, a situation that has existed since last fall, would subside. “At the end of 2010, supply could exceed demand again,” (...) [expecting] that delivery times for devices will drop to around 8 weeks towards the end of the year. Currently, installers have to wait more than 20 weeks to receive their orders, especially in the case of string inverters. (...) [The origin of the scarcity is due] to a temporary cooling of the market in the first half of 2009 – following the almost complete collapse of the Spanish market, and due to the fact that business in Germany only began to rebound in late spring