Siemens Wants To Be Number One In Solar Thermal

June 30, 2010

Siemens continues to talk tough about solar thermal.

The German conglomerate with 18 billion Euros in sales so far this year says its goal is to be the world’s leading solar-thermal company, toping companies such as BrightSource, eSolar and SolarReserve.

It didn’t say by when. But it claims its decision in May to buy 45 percent of Archimede Solar Energy and its purchase of Solel last year give it a broader portfolio of products than competitors.

With recent acquistions, Siemens claims its has 70 percent of the components and systems the new generation of solar thermal plants need.

Archimede is a joint venture between Siemens and Angelantoni Industries and makes solar receivers for concentrating solar. Output is to 75,000 receivers by 2011. Siemens had 28 percent of the venture before increasing it to 45 percent.

The German giant bought Solel Solar of Israel in October, paying $418 million. Solel develops plants and manufactures equipment.

On a conference call this week, Rene Umlauft, head of the Siemens’ renewable energy division, said the acquisitions give Siemens 70 percent of the components and systems necessary for solar thermal plants.

“We have the power blocks,” says Umlauft.

The company is now promising lower costs – as a new generation of more efficient plants begins to take root in the American Southwest, northern Africa and Australia. The plants use mirrors to reflect sunlight and boil liquids, often in concentrators or receivers on the tops of tall towers. The super hot liquids turn turbines to create electricity.

The plants are expensive to build, which might give Siemens, with its financial resources, an advantage. In the United States, 2010 is a year to watch. Several large facilities from companies such as BrightSource and SolarReserve hope to win approval and construction is anticipated to begin.

Also among Siemens’ goals:

*Become the number three vendor in wind turbines by 2012;

Deliver a 6 MW wind turbine by 2012. A prototye of the massive product is to be installed for testing next year.


GE Is Top Wind Turbine Maker In Third Quarter

December 17, 2009

General Electric was by far the largest supplier of wind turbines to the U.S. market in the third quarter, doubling the market share of number two rival Siemens.

Vestas Wind Systems, the number one supplier worldwide, had a miniscule 1 percent of the market, according to the American Wind Energy Association.

Sales in the U.S. market were strong. They topped those in the second quarter of 2009 and in the third quarter a year ago, with more than 1,600 MW of capacity was added.

Demand in the quarter was sparked by the government stimulus bill. The decision to let power companies trade future production tax credits for current investment tax credits, enacted in the quarter, had an immediate impact. Solar investments were helped as well.

However, the fourth quarter won’t be as solid. Only 5,000 MW of construction is underway compared with 8,000 MW at this time last year.

GE was the top supplier with 39.6 percent of the U.S. market. Siemens had 20 percent. In third place was Mitsubishi with 12 percent.

Texas added the most capacity followed by Oregon and Illinois. Arizona and Pennsylvania are growing their capacity most rapidly.

Source: weSRCH.com


IBM Tops Shrinking Server Sales, But Blades Is Hot Spot

February 25, 2009

(Revenues are in Millions)

Vendor

2008 Revenue

2008 Market Share

2007 Revenue

2007 Market Share

2008/2007 Revenue Growth

1. IBM

$16,988

31.9%

$17,336

31.4%

-2.0%

2. HP

$15,751

29.5%

$16,041

29.1%

-1.8%

3. Dell

$6,199

11.6%

$6,261

11.4%

-1.0%

4. Sun

$5,377

10.1%

$5,868

10.6%

-8.4%

5. Fujitsu/FSC

$2,566

4.8%

$2,676

4.9%

-4.1%

Others

$6,451

12.1%

$6,949

12.6%

-7.2%

All Vendors

$53,332

100.0%

$55,130

100.0%

-3.3%

It will get worse before the server market improves, late this year or early 2010.

According to IDC’s Worldwide Quarterly Server Tracker released today, worldwide server revenue declined 3.3% to $53.3 billion, while worldwide unit shipments grew 2.0% to 8.1 million units, for the full year 2008.

This is the first time the server market exceeded 8 million units in a calendar year, reflecting continued demand for new physical servers even as virtualization makes significant gains in the enterprise, said IDC.

“In the near term, IT customers will increasingly look for IT optimization projects with strong ROI potential and extend virtualization, consolidation, and migration programs in order to lower capital and operational costs while improving efficiencies,” said Matthew Eastwood, group vice president of IDC’s Enterprise Platforms Group in a statement.

Blade servers are hottest products in slowing server market

One bright spot is the market for blade servers – slim computers that slide into a chassis – for which revenues grew 33.3% year over year to $5.4 billion in 2008.

H-P maintained the number 1 spot in the server blade market last quarter with 54.8% revenue share and IBM finished second with 21.7% revenue share. Sun, Dell, and Fujitsu/Fujitsu-Siemens all significantly outperformed the market with year-over-year revenue growth of more than 60% respectively.


Siemens Posts Solid Quarter, Sticks To 2009 Targets

January 27, 2009

Siemens is sticking to its financial targets for fiscal 2009 – which ends in September – despite troubled economy.

For 2009, the German conglomerate expects revenues for its three core sectors (industry, energy and health care) to be in the range of €8 billion to €8.5 billion.

Today, Siemens reported its first-quarter results (Sept-Dec ’08) that beat analysts’ expectations with €19.63 billion in revenues (a 7% raise) and operating profits of €2.01 billion (a 20% increase). The company’s profit was led by its energy division, where profits more than doubled to 756 million euros.


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