Series of anti-domestic photovoltaic industry experienced a debt crisis, "double reverse" is some positive factors: on the one hand, the context of the country to support the photovoltaic industry has become increasingly clear; On the other hand, with the consolidation in the industry, the tide of incoming serious imbalance between supply and demand in the market conditions will probably be the difference after the Ebb Tide.
Boston-based market research firm GTM Research the latest research report pointed out that, after the consolidation in the industry, to 2015, nine of the world leading solar module manufacturers list, Chinese companies will continue to occupy seven seats. However, the two leading Suntech and LDK Solar is not one of them.
Although the United States has been the Chinese photovoltaic products "double reverse" the final ruling, the EU has also followed ', but is still better than the days of the local PV companies. Recently, there are a lot of overseas power inverter PV corporate bankruptcy or cut the news came out.
North American photovoltaic inverter maker Satcon Technology this week announced that the request has been made to the United States Delaware court bankruptcy protection under U.S. bankruptcy law.
Previously, it was the world's largest manufacturer of photovoltaic cells in Germany Q-cells also filed for bankruptcy to the court. Berlin manufacturer of photovoltaic cells Solon German power plant manufacturers SolarMillennium has closed down in December last year.
Another photovoltaic famous enterprises SunPower announced the day before yesterday, the photovoltaic market downturn, the company will cut six of the 12 battery production lines idle in the Philippines, while a 20% reduction in capacity, will also be laying off about 900 employees.
GTM report pointed out that the grid tie inverter PV modules of the solar industry is still excess capacity, is expected in the next three years, the average annual production capacity will exceed demand 35GW. Low-cost silicon material, the price war, the withdrawal of government funding, and the market needs to stabilize the industry consolidation continues.
The agency analyst forecast to 2015, excess capacity and low prices will lead to the existing 180 component manufacturers took to the road collapse or takeover.Currently, manufacturers of the most costly in the United States, Canada, and Europe, with China's cheap solar panels, its difficult to high.
The agency is also expected from China, 54 180 "ill-fated" enterprise. The Chinese government will continue to provide financial support to enterprises with a large number of employees, to repay short-term borrowings or encourage diversified industrial giant acquisition of these enterprises. Potential beneficiaries of these strategies, including Trina Solar, Yingli Green Energy, Suntech, JA Solar, JinkoSolar, ReneSola etc.. The total capacity of these enterprises accounted for more than 20% of the global total capacity.
However, Mehta said, so far, the small degree of integration of photovoltaic manufacturing sector of the industry as a whole continues to overcapacity mitigation efforts. PV supply chain profitability remains challenging, unless made in China, capable of substantial rationalization.
A photovoltaic industry who also believes that the key step is the Chinese solar panel PV companies to bail out the domestic photovoltaic capacity of survival of the fittest."Currently, many areas of local government and local PV companies has become a community of interests, or even alone who kidnapped who question, but the consequences from the normal logical enterprise survival may not function properly bankruptcy.
The other hand, Europe and the United States, abound photovoltaic enterprises to seek bankruptcy protection, the market is the internal mechanism to support industrial development of core strength. "The source said." The way forward is still full of casualties. From 2012 to 2014, we estimate that at least 60% of the existing PV suppliers will be forced to exit the market. Mehta said, "comprehensive variety of factors to consider, we expect everything from the 2013. '
In his opinion, the demand for solar energy supply chain is likely in 2014 tends to balance. The GTM given a 2015 nine leading PV manufacturers forecast List, including Artes sun power FirstSolar JinkoSolar Trina light and so on.
However, has the world's largest manufacturer of photovoltaic cells and the world's largest silicon manufacturer Suntech Power and LDK Solar is not in this list are.
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