Ross Young
Ross Young is senior vice president, PV and displays at IMS Research USA. He is an experienced PV, flat panel display and semiconductor industry analyst having worked at GCA, Fusion Semiconductor, Brooks Automation, OWL Displays, Samsung Electronics and GE | General Displays and Technologies. In addition, he founded market research firms DisplaySearch and Young Market Research, which he sold to The NPD Group in 2005 and IMS Research in 2009, respectively. Young also authored the book Silicon Sumo: US-Japan Competition and Industrial Policy in the Semiconductor Equipment Industry, published by the University of Texas, and sits on the board of directors at Uni-pixel Displays and advisory board of LED start-up Illumitex.
Email: ross.young@imsresearch-usa.com
PV Economics and Supply Chain HealthLink This | Email This | Comments (0) PV Supply Chain Gets Healthy in Q4’09, Euro Depreciation to Affect Q1’10Preliminary findings from the Q1′10 issue of IMS Research’s PV Supply Chain Health Report indicate that Q4′09 was a strong quarter throughout the PV supply chain as integrators took advantage of low prices, and impending FiT changes caused module, cell, wafer and poly manufacturers to operate at higher utilization levels and enjoy higher margins. These strong results point... MoreLink This | Email This | Comments (0) Quantifying Q3’09 ResultsI mentioned in my first blog that the PV market has recovered in Q3′09 , but let me now try and quantify it. The exact details can be found in our latest Weekly PV Supply Chain Health Report. As indicated:Revenues surged for most layers of the PV supply chain in Q3′09, as shown in Figure 1. This data is segmented by primary output of the company, so a company that produces... MoreLink This | Email This | Comments (0) Fear and Anxiety Over Feed-in Tariffs Accelerate PV Market RecoveryThe PV market more than recovered in Q3′09. In fact, it reached new highs in quarterly revenues for some layers of the supply chain, as shown in the figure. In addition, the weak seasonality that many analysts predicted from December through March of 2010 is no longer expected, price reductions are slowing and margins are projected to increase through the first half of 2010. Solar stock... More |
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