cheaper panels coming. maybe. margin pressure , page-9

Acutally to get the real saving on silicon or Sliver you would have to revert back to the polysilicon price per watt based on crystalline wafers.

Polysilicon price = $50 per kg
Wafers per kg = around 60 wafers per kg @ 2.6 watts each

Polysilicon cost per watt = ($50 / 60 wafers)/2.6watts = $0.33 per watt for polysilicn cost used for one wafer..

So the saving at the silicon level for the Silver is what? $0.15 per watt? $0.20 per watt?

The price avantage could be lost at the 1st step from Polysilicon to a Sliver wafer due to process..