teq0904,
JB replying.
Scarpa told me something to the tune of my second comment, but that was a while ago and I understand little about NXT. There is no salvage value for the furnaces so only operating cost savings to consider, so the manufacturers have been unwilling to take the risk so far.
It appears that Natcore's initial AR-Box strategy is to partner with solar module producers that don't produce their own solar cells. These companies don't have existing CVD furnances to disgard. The MX Holdings consortium is an example. I asked Scarpa if Phono produces their own solar cells, his email reply yesterday did not answer the question. After reviewing Phono's website, I don't think that they do.
Another initial target may be manufacturers that produce modules and solar cells, and plan expansion. AR-Boxes would be used to produce the solar cells for the expansion capacity.
Another initial target may be solar module start up companies that plan to produce their own solar cells.
This leaves us with the companies that produce solar cells and don't plan expansion. According to industry insider and MX Holding CEO, Carmelito Denaro, Natcore's LPD process produces a better, more efficient, and lower cost solar cell. When you add safer process, less enviromentally harmful process, probability of future reduction in the amount of silicon used, and possible future access to a tandem cell, I think the disruptive LPD process will force this group of solar cell producers to come on board over time.
I liked Tom Scarpa's statement yesterday, MX Solar and Phono Solar are just the beginning.
JB
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