PV and soybeans have in common? The listener may be baffled. PV inverter industry may be about to surrender a unwilling to admit the answer: the invasion.Painful experience when foreign giants full control of China's soybean industry is still vivid in my mind: the first foreign quality soybean price dumping, so a lot of imports. 

Rather difficult up soybean prices, eventually leading to upstream farmers do not want to sow beans, the midstream processing enterprises large area of ​​work stoppage, the multinational grain merchants opportunistic acquisition, guarantee stable transgenic soybean sales growth, resulting in up to 80% of China's dependence on foreign soybean . Similar situation may occur again in the PV inverter industry. 

Always restrict the PV industry in China, Europe and the United States "double reverse" survey, the overseas market is gradually shrinking domestic PV module business or bankruptcy or bankruptcy, a direct impact on the business and valuation of the PV solar panel. In this case, the foreign giants and then wait for an opportunity to low-cost acquisition, the development of the Chinese market. Who is to say, the PV inverter industry will become the next fall. 

The pioneer of this "invasion Battle is the giant of the global PV inverter - SMA Solar Technology AG. The recent exploits based on the consideration of only 160 million yuan has successfully acquired a 72.5% stake in Jiangsu Zhao the volts love cable New Energy Co., Ltd.. In other words, the top five companies of the domestic photovoltaic inverter has been the fall of the First. 

Business executives are worried about a once SMA as acquisition targets in China, told reporters: "This acquisition can be said that the share of the global market share of 40% of SMA sounded a clarion call to enter the Chinese market, 20 billion in the next three years. $ power converter sales market is its prey and this acquisition for young Chinese inverter industry, may cause long-term damage. " 

However, the industry's real or imagined foreign invasion means is not new. By PV companies in Europe and America to promote "double reverse" survey of the east, the domestic photovoltaic inverter corporate valuations general decline, SMA is seizing this opportunity to expand the action, and the completion of the acquisition at a very low price. Megavoltage cable is not only a love for the "dual" corporate valuations have fallen sharply. 2012 Chinese PV inverter manufacturers operating on the road generally hard line. 

Sun power industry's only listed company, for example, single-quarter of the third quarter of 2012, operating income of 229.05 million yuan, a year-on-year decline of 15%, net profit of 16.8 million yuan, a year-on-year decline of 65%. Suntech Power and LDK Solar to seek a listing in the United States is now the stock price has been less than $ 1. Some foreign investment company phone to ask a merger has sounded more and more frequently in the corporate office. 

The accumulation of these background atmosphere, so the SMA the surface very normal cross-border acquisitions caused anxiety and fear of other peer companies.They worry that this is likely to be the first step taken by the foreign solar giant for control of China's solar energy market.

 KSTAR the GSL series of 500KW PV grid inverter solar power research and development (experimental) of the National Energy Center in State Grid Electric Power Research Institute passed the low voltage ride through (LVRT) full-function tests, and obtain the relevant test reports.

The testing and certification sheet the GSL series Minco Roth 500KW PV Grid inverter is in full compliance with the national electricity grid photovoltaic power plants connected to the grid technical requirements "stringent requirements for low voltage of the photovoltaic power plants across the function. Previously, GSL Series 500KW photovoltaic grid-connected inverter has achieved TUV and other international certification.

The certification authority - National Energy solar power research and development (experimental) center is responsible for all the tests. Test in strict accordance with the national grid photovoltaic power plants connected to the grid technical requirements and photovoltaic power plants connected to the grid test procedures ", including the three-phase equilibrium drop, two-phase and single-phase imbalance drop test, the frequency response characteristics test abnormalities (disturbances) functional items.

KSTAR in each test the GSL series of 500KW photovoltaic grid-connected inverter with charger showed good performance. The low voltage ride through (LVRT) refers to the grid voltage drop occurs in the case of the photovoltaic inverter can be kept in certain conditions and the time range and the grid, until the grid is returned to normal.

Low voltage ride through technology is to increase the maximum protection of the security and stability of the grid system, If the PV inverter the LVRT function will increase the difficulty of the recovery of the entire system, and even bring additional disturbance to the already unbalanced grid may lead the risk of system instability.

Currently, LVRT has become an important technical requirements of solar photovoltaic solar inverter and wind power industry worldwide. 2011 in Germany, Spain and other countries have been listed as a mandatory requirement. In August 2011, China also mandating this feature.

Passed the test table Minco Roth the GSL series of 500KW high-power three-phase photovoltaic grid-connected inverter in full compliance with the the national grid photovoltaic power plants connected to the grid technical requirements "of the strict requirements of the photovoltaic power plant, will be of great efforts to develop solar power grid technology applications to provide strong support.

 Electric issued by the solar modules is DC, must pass the DC to AC, can be connected to the grid or load. The PV inverter device is essential for solar power systems, photovoltaic system costs accounted for about 10% to 13%. 

Europe is the first rise of the global photovoltaic inverter technology is a world leader. Germany the SMA global market share of more than 40%. In addition, several manufacturers in the United States and Japan also has a strong power, more than 70% market share of the world's top five manufacturers. 

Solar end markets due to China's late start, the smaller the size of the domestic PV power inverter manufacturers, domestic PV inverters have a certain gap in technology, performance and stability of the imported products. Domestic PV installation market, mainly from the Energy Bureau of the large-scale PV demonstration power plant and the "Golden Sun Demonstration Project". In 2010 the total set the scale of the second batch of tender power station of the National Energy Board of 280MW, a total of 13 projects. 

Golden Sun demonstration projects on key equipment (PV modules, inverters and reserve battery) by winning the price agreement to give 50% subsidy, other costs of different project types were given a fixed subsidy of 4 yuan / watt and 6 yuan / watt. It is estimated that the Golden Sun Demonstration Project power plant construction costs of approximately $ 7-8 / W recoverable cost of investment from 2010 to 2011.Golden Sun Demonstration Project, the domestic photovoltaic power plants already have a certain degree of profitability, market enthusiasm. 

In addition, on December 2, 2010, the four departments jointly announced through financial subsidies, initiatives such as solar roof project and strongly promote large-scale application of photovoltaic power generation in the country, and strive to 1000MW installed capacity was added in 2012 to protect achieve the 2020 years of cumulative installed capacity target of 20GW. 

PV installed capacity of China's market is facing a turning point, and is about to start. 2010, the domestic photovoltaic newly installed capacity of about 500MW, is 3.5 times 140MW installed capacity in 2009. We expected the new installed capacity of close to 1GW in 2012 is expected to reach 1.5GW in 2011. Per watt of PV inverters from 1.1 yuan to 1.2 yuan price, the next two years, the domestic photovoltaic inverter market size reached 1.1 billion and 1.7 billion respectively. The domestic PV inverter inside the golden period of development. 

For domestic manufacturers, the production of photovoltaic grid tie inverter only assembled after the purchase of the core components to suppliers, Infineon, Semikron, Mitsubishi, Fuji and other international giants. Eliminating the need for complex and expensive production equipment, the smaller fixed investment industry barriers to entry are not high. The next 1 to 2 years, as competition intensifies, with excellent technical skills and a higher cost of control in order to eventually come to the fore. 

PV inverter can be divided into high-power inverters and small and medium-sized power inverter, power inverter technology threshold is far higher than the small power inverter. At present, many domestic manufacturers to enter the field is small and medium-sized power wind inverter technology with foreign manufacturers at the same level. Small power inverter products produced alienation smaller, stability, cost and delivery time of products is the manufacturer of the main areas of competition. 

Delivery of overseas enterprises generally 6 to 8 months, domestic enterprises have a geographical advantage, the delivery time is relatively short. The same time, domestic enterprises producing construction of fast, relatively low labor costs, has a clear competitive advantage in the small and medium power inverter. Power inverter (300KV, 500KV, etc.) due to higher power, the larger challenge of stability. The future PV inverter technology competition in the high-end high-power inverter field. 

The start of the domestic PV installation market, the domestic photovoltaic inverter into the golden period of development. The short term, and took the lead through a quality certification company has a first-mover advantage. PV inverter industry barriers to entry are relatively high, after the huge profits, cost and technical advantages is the business of long-term development of the fundamental. Finalist Golden Sun Demonstration Project KSTAR XJ Electric proposes a focus on listed companies.

 "Second five" first year, PV development has a special meaning in the history of the year, but also the year of the change in the situation of the photovoltaic industry, the competitive landscape. In recent years, the domestic and international energy giants have competing solar photovoltaic power generation, new energy investment is one important direction. The 2011 PV winter warming With the quick opening of the domestic PV market, the core of the device as a solar power system inverter market demand. 

Inverter, also known as the power regulator, the power adjustment means is composed of a semiconductor device, mainly for converting the DC power into AC power. PV inverter can be divided into high-power inverters and small and medium-sized power inverter. 
Still general consulting electronics industry analysts believe that the inverter as a core component of long-term stable operation of the impact of PV systems, PV companies want foothold in the highly competitive international market, we must strictly control the development cycle to protect product quality. 

Currently, some domestic photovoltaic inverter enterprises to reduce R & D links to purchase the drawings produce products quickly enter the market, while the lack of research and development aspects of the manufacturing enterprise is bound to face a double test of the technology and product quality. 

Europe is the first rise of the global photovoltaic wind charge controller technology is a world leader. China's solar the terminal market starts late, the smaller domestic PV inverter manufacturers. At present, the domestic manufacturers to enter the field more small and medium power inverter, technical level and foreign manufacturers at the same level, and building fast due to the production of domestic enterprises, relatively low labor costs, small and medium power inverter competitive advantage, but the threshold for high-power inverter technology is much higher than the small power inverter, there is a big gap between the high-power domestic PV inverter technology, performance and stability with foreign products. 

Still general consulting released "2011-2016 China inverter market analysis report shows that, in order to maintain growth, companies must focus on certain areas makes the inverter. Solar adjustment of national policy, the European market growth will slow, and the new markets of the Americas, Asia and Central and Eastern Europe will provide more opportunities for the expansion of the market in recent 

Germany's largest solar PV inverter companies SMA by Asian competitors price challenges and equipment prices plummeted, and the company's market share in 2011 dropped significantly. SMA, 2010 in the global grid tie inverter market share of 40%, down about a third from 2011. 

SMA's market share will decline further this year, the reason may not be able to further open the huge potential of the Chinese market. Western Solar Group accused the Chinese government of "illegal" subsidies to domestic firms and markets in Europe and the U.S. dumping cheap solar cells and modules, SMA Chinese market and can not be too optimistic to predict. And is nearly 40% of the global inverter market of 300-400 Canadian small business, including over 200 Asian companies. German SMA has been to compete with Schneider Electric and Siemens have asserted in the past, small businesses from Asia will be a significant competitive threat, now is indeed true. 

Over the past year is widely considered the young solar industry is the worst ever year, government subsidies decline, prices plummeted, and low-cost competition in Asia has forced some solar companies went bankrupt, which of course also includes Germany's Solon and SolarMillennium directly leading to SMA dividends and profits is less than half of the expected. SMA company has announced in the January 2011 preliminary earnings report, the 2011 net profit reached 166 million euros, to the EBIT (EBIIT) more than 240 million euros.

 "Hee hee, are all benefits to; world Rangrang, are all benefits to the broad prospects of the PV inverter market, natural" beak "can not escape the sharp-eyed and inverter electronics companies. The same technology, similar sales channels, do the funds accumulated under the electronics industry, as companies took advantage of good strong "counter-attack" ready.

"Backbone molecules" as "electronic counter-attack forces" Huawei's every move affects the nerves of the PV power inverter industry. Huawei obvious advantages as the overlord of the communications industry. First, financially strong. The world's largest telecommunications network solutions provider and the world's second-largest telecommunications base station equipment suppliers These are not Langdexuming to.

To buck the trend in the photovoltaic industry has not completely thawed when into the room, there is no funding support may even based are difficult, what we talk about development. Reliable technology. The talent will dig back from veteran inverter Emerson Huawei technology research and development to bring about favorable conditions, it is beyond doubt.

Status in the communications industry has laid to rely Huawei adhere to beat down the spirit of independent research and development, so it is easy to imagine the wind and waves in the the Inverter technology development process. Brand. Huawei to expand their overseas communications market eyes unique, selected from Third World countries in Africa and Asia as a starting point road to outflank developed countries, and through several years of hard work and the accumulation of proud achievements.

Well, Africa is rich in resources but because of factors such as the political environment is difficult stationed market, Huawei PV products will have a brand advantage. Channel accumulation. Similar PV products and electronic products sold abroad, the participation of agents, while Huawei in many countries have accumulated a lot of sales channels and marketing experience. Therefore, by virtue of the high visibility, Huawei in Europe, Africa, and even now interested in the photovoltaic industry in Southeast Asia, can be compared with the counterparts in terms of open inverter market.

Like ZTE vied for shock and impact of the PV grid tie inverter market to bring the power plant industry, we are waiting to see the gorgeous Admission Huawei domestic inverter industry. Virtue of hard-working, tough and independent spirit, Huawei first created the myth of the communications industry, this time would resorted to the kind of killer? Said Huawei's performance since its electronic counter-attack military comrades to the role of morale.

Another can not be underestimated, "Warrior" is a high-profile settled the inverter industry of BYD. The successful model of the electronics and automotive industry for BYD brought confidence and experience to enter the photovoltaic industry. The construction of the power station led BYD remain concerned about its necessity inverter and put in the effort to carry out R & D and production.

Fast track its inverter R & D experience in the electronic equipment, and its own power plant business to enable them to understand more deeply the performance requirements of the inverter. Showed off competing in the same industry conversion rates, improve the progress of the mainstream of the tide, has been known for excellent marketing strategy BYD another way to sign Mou agreement with UL and UL awarded the Asia-Pacific region, a photovoltaic inverter laboratory recognized certificate has always stressed its concern on the safety of the product in a media interview.

In the world because of the issue of product safety and taut nerves, this "security card" immediately attracted the attention of international counterparts, have also been widely recognized by consumers. Therefore, the means of marketing innovation in the photovoltaic industry has become necessary to seize the market.

Overall, the army of menacing, the advantages are obvious. In addition to these two companies, there are not set foot in the mainland market Delta Chuzhan the Tau Kok days energy arrested people had horses not far behind. The face of this offensive, the veteran local inverter is the defending enterprises feel?

The rising star momentum aggressive, but domestic inverter industry predecessors calm attitude, quite a veteran tolerance. Guruiwate new energy (Growatt) Director Xie inverters and components, do not need a high technical content, and Guruiwate nearly a decade of research and development experience, and the team stable and efficient, cost-effective products high these core competencies are in the market to defeat the enemy, is the need to accumulate.

Another example is of megavoltage Eversolar of Mr. Deng said, the PV solar panel is a relatively high technical requirements of the product, its very demanding circuit structure, the protection grade requirements. And required to meet the power requirements of high-quality, otherwise, would pollute the public power grid. Any business you want to enter the PV inverter market, we must first spend a lot of time to break through the technical bottleneck and maintain continuous technical updates, breakthroughs and development, also need strong financial support. Visible, in addition to strong electronics companies mentioned above, several other emerging inverter company is still immature in the eyes of predecessors, did not constitute a threat to the trend.

Counteroffensives army offensive inverter industry caused a big uproar it? Senior industry analyst Mr. Wang Runchuan think, general electronics company limited impact on the market within the short-term, long-term may bring big impact, but at least 3-5 years. And the new company in the accumulation of technology and brand advantage, only to rely on the advantage of marketing channels and price war does not necessarily guarantee the development of enterprises. But in the long run, the end customer will come to realize that, the price is not the most important.

For new electronics companies settled in the inverter industry is based on the fundamental technology and quality, accurate market positioning is to ensure that as a stepping stone to opportunistic cross reached the city, and a low price, only move from the stone on their own feet. Even the "leader" of the domestic inverter sun power also rely on years accumulated to honor.

In short, sober, calm response of the defensive side of the attacking side, in a fair market environment for the development of the inverter industry actuation. We look forward to outstanding local inverter enterprises such as the solar cell industry in the international hit hehe record, the "Made in China" continue to famous overseas.