industry to determine the global solar PV market is still in the dormant period of 2012. Spot price is low so most of the vendors bite the bullet, while the developed economies, the policy did not go to the market a great boost to the foreseeable, the effect of policies in emerging economies show still time. As a result, the market is still in the early resurgence of dormant stage.
and prices, markets, technologies continue to develop, which will allow manufacturers to widen the gap.
newspaper roundup DRAMeXchange (TrendForce) ‘s research department EnergyTrend that 2012 will be the interface of the global solar photovoltaic industry, the difficult challenge of a wheat from the chaff.
in accordance with the current development, from a policy perspective, the main policy direction to the current market cap and reduce grant-based. Emerging market policies have been released, but has not yet brewing fermentation time; other hand, the chain price trends, from the middle area of ??the wafer to module spot trading prices are still low, compared to the actual production costs, most manufacturers bite the bullet and are in the situation.
based on the estimated EnergyTrend, 2011 global solar PV market installed capacity will reach 19GW, but the industry as a whole inventory (including semi-finished products and ) will reach 10GW or so, and therefore supply and demand chain perspective is still in a serious oversupply.
development trend for 2012, EnergyTrend estimated global market demand is maintained at about 19GW or so, the demand can not seem to grow, mainly because the European market demand by policy adjustments, Italy, Germany, Britain and other countries demand a downward trend; the other hand, the Asian market demand encouraged by the emergence of growth policy, but, like China, Japan, Malaysia, Thailand, 2012 The demand situation is still modest growth, EnergyTrend expected to be a strong market growth in 2013.
In addition, North America and the Indian market despite the attention, but there are still issues to resolve two major markets.
from the U.S. point of view, CashGrant bill will expire at the end of 2011, 2012 will be TaxCredit bill instead. EnergyTrend that TaxCredit bill push up the market for the development of strength is limited, making 2012 the U.S. market is in a chaotic condition unknown. (CashGrant Act and TaxCredit Act is the U.S. solar energy industry subsidies bill – Editor’s Note)
in the Indian market, although the implementation of national plans for the Indian solar energy market has huge potential demand, However, the implementation of the central and local government efficiency and financial situation, coupled with the implementation of local self-rate will be the impact on the future development of the Indian market uncertainty.
Finally, in terms of price, the above mentioned products at current prices in the middle of oversold conditions, making the firms operating under greatest pressure.
from the “cost per kilowatt of solar photovoltaic (LCOE) review” of the analysis, the main cost to the system module cost, BOS (BalanceofSystem) cost, and system performance determined the three blocks. “Cost per kilowatt of solar photovoltaic (LCOE) Review” study by the University of Michigan, a scholar, Queen’s University Kingston, Ontario, two scholars work together to complete.
in module cost, EnergyTrend that with the upstream polysilicon production capacity continued to open out, the cost of the next module will return to health, but it will not appear on the short term prices fall further.
in BOS area, such as solar inverters (SolarInverter), EPC and other prices remained stable at present, compared to the response module costs have current market conditions, the future price will be adjusted BOS focus.
addition to the costs of adjustment, the future efficiency of the system upgrade is currently the focus of R & D firms, the current high demand for the product continued to improve on the response of this development.
the future, EnergyTrend that the N-typeMono with Mono-like product and technology development concern.
EnergyTrend that, subject to price, market, technological evolution of the triple impact of 2012 will be the global solar photovoltaic industry, the company opened the gap between each one. Future price and technology advantage of the vendors will not be forced to be large companies merged or were eliminated, can survive in this competition to the market share of manufacturers in order to take off again, the sweet fruit.Tags: 2012 global solar photovoltaic market confusion, solar photovoltaic