The dynamics of the silicon materials industry are tightly related to the characteristics of the photovoltaic industry: continuous strong growth, increasing scale and concentration, a geographical shift to China, and most significantly, brutal downward pressure on sales prices.
1. Relentless cost-focus: the silicon materials industry is defined by a consistent push to decrease production costs. We have access to industry leading technologies, know how, engineering and suppliers to not only help you manage that cost curve but drive costs to world class levels.
2. Supply/demand imbalance: This industry, like most commodities, is cyclical and the photovoltaic industry is currently completing its first cycle. Those companies interested in dominating the next cycle would do well to consider "calculated" expansion. The classic models simply will not be competitive. AMMS can show how to position to be a market leader.