Solar cell industry brewing reshuffle

Under the substantial expansion of the solar cell plant, the supply of solar cells will surge in 2011, and the power of the Chinese mainland and South Korea will rise. The solar cell factories in Taiwan will face internal and external problems, causing Taiwan’s solar plants to try to reverse the situation through strategic alliances. After the consolidation of the Chinese mainland industry, it is feared that it will trigger a wave of reshuffle.

Confronted with China's rising market share of solar cell factories, and the rising star of South Korea, Taiwan's solar cell suppliers are backed by their enemies, coupled with the oversupply of solar cells in 2011, and the monotonous price trend, Taiwan’s small and medium size solar cell operators The challenges have intensified, and in addition to actively developing towards downstream systems, new technologies and emerging markets, supply chain alliances have become imperative.

Preventing Sino-South Korean forces from taking part in Tai Tai Solar Battery Factory to set up a tie-up with He Mengying, project manager of Industry and Technology Group of PHD Optoelectronics Industry Association (PIDA), said that in the face of China and South Korea's solar battery plant before and after the double-team, and the fear of 2011 will trigger The effect of overcapacity and sustained price slides is mostly attributed to small and medium-sized Taiwanese solar cell plants. The odds of single-handedness are not great, and supply chain alliances are favorable measures. In addition, Taiwan’s solar cell manufacturers have also attempted to extend their operational reach to downstream systems to expand their solar cell’s sea-going seaports, and also to develop CIGS thin-film solar energy, high-concentration solar photovoltaic (HCPV), and other new technologies. Technology, in response to the drop in gross margins, and the many challenges that China and South Korea have attacked.

The big players in the science and technology industry are rushing in, and they are deploying modules and systems with great fanfare, taking root in the downstream systems, and the trend of the industry becoming bigger and bigger is becoming more pronounced. He Mengying believes that as the big players in the industry continue to show up, the small factories will Faced with the fate of being consolidated, in addition, not only small and medium-sized Taiwanese solar cell factories have to adopt strategic alliances. Despite the abundant resources and active vertical integration of supply chains, new entrants can work through divisions with industry chain operators. Alliances are even more powerful, so the trend of alliance will spread throughout the industry.

Since the bottleneck of the conversion efficiency of crystalline germanium solar cells is difficult to break through, it is imperative to reduce the cost to increase the penetration rate. On the other hand, TSMC, UMC, AUO and other foundry leaders and panel makers are not attracted by the market prospects of the solar energy industry. They have invariably cut into the thin-film solar market such as CIGS. It is clear that the development of new solar energy technologies is impermissible.

In addition to the rise of alliances among solar cell manufacturers, mainland Chinese manufacturers, led by strong policies, have vertically integrated multiple materials such as upstream coffins, single rods/multicrystalline germanium ingots, germanium wafers, midstream batteries, battery modules, and downstream applications. Expanding the scale will lead to a major reshuffle of the solar photovoltaic supply chain.

According to Gao Hongxiang, MIC industry consultant and leader of the 12th Five-Year Plan, the leading integrator of the vertical integration of the land plant, the land plant has demonstrated the ambition of vertical integration for the solar industry using dicrystalline technology under the guidance of the Twelfth Five-Year Plan. The three giants of the Chinese solar industry, Hebei Jingao, Wuxi Suntech, and Trina Solar, all have an annual production capacity of more than 1,000 MW. They manufacture solar photovoltaic modules from the middle reaches, and they buy up coffin plants and expand their application systems. Create a vertical supply chain to further dominate the market. The remaining land plants with scale capacity such as Yingli, Jiangyin Hairun, Jiangsu Linyang, Suzhou Artes, Nanjing Zhongdian Photovoltaic, Tianwei, etc. are also ready to go. In addition, Vice Premier Li Keqiang of the Chinese mainland paid a visit to Spain and Germany actively developing green energy. In addition to the interviews, he showed that the Chinese mainland attaches great importance to solar optoelectronic issues, and he also arrived in Edinburgh, Scotland, and held talks with British Prime Minister David Cameron. At the time, it signed a clean energy agreement worth US$10 million. According to the agreement, Scottish renewable energy technology is expected to enter the Chinese mainland market through technology transfer and strengthen China’s strategic partnership in green energy deployment. However, it is worth noting that the Luchang plant's policy-led, and actively rush to build solar module plant trend, led to the lingering shadow of the oversupply of solar photovoltaic capacity in 2011. In particular, manufacturers in various countries have adopted strategies to outsource the manufacturing of midstream batteries and to invest in the application of downstream systems as the cost recovery rate has slowed down.

Looking at the current fluctuations in the solar market cost using mainstream crystalline silicon technology, this is mainly due to the batteries and modules in the middle reaches of the solar industry. According to the latest statistics from EnergyTrend, the short-term demand for solar cells has weakened, and prices have continued to decline at a rate of 3凛5%, reaching US$1.25 per watt. Therefore, major manufacturers have to integrate the upstream caskets with the downstream systems and install systems to increase revenues. Construction or engineering design contracting has become a general trend.

In addition, under the leadership of the policy “Expanding Domestic Demand” of the 12th Five-Year Plan of Mainland China, there has been market sentiment, and mainland China will strictly limit solar cell shipments to avoid increasing the pollution and industry of polysilicon materials. Overlook production capacity to earn high subsidies. Gao Hongxiang said that if the Taiwan solar photovoltaic industry supply chain development trend analysis in 2010, the application of compounds such as gallium arsenide (GaAs) / indium gallium phosphide (InGaP) / germanium (Ge) high concentration of solar photovoltaic market is still not fully competitive This technology separates the rooftop housing market and locks in the application of large-scale power stations, with explosive growth potential.

The Institute for Industry and Information Technology (MIC) estimates that the growth of the global solar market has faded in 2011 and the average growth rate has returned to 4%, with a scale of 16.3 GW.

In addition, HCPV is also a topic of concern for the current solar industry. Optimistic about the HCPV power generation technology, domestic and foreign manufacturers such as Boeing, Azur, Emcore, SolFocus, Sharp, Delta Electronics, Yifangfang Energy, Huaxuan Huaneng Energy and Handan Energy have invested Relevant technologies have been developed and applied, and large-scale power plants have been locked in. It is hoped that the rapid HCPV will be recovered through cost recovery and the scale of solar power plants will be further strengthened.

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