Competetion and collaboration in PV industry.pdf

1. Is the Low Price Making Positive or Negative Impact to the World PV Market Demand and Development? 2. How to Evaluate the Supply Chain Capacity? 3. Capacity is Not the Key of Success from Now On: Statistics and Classification Methods Be Changed. hallenges Starting from Debt Crisis in Europe in 2011 l As one of the main market drivers, European markets were badly damaged due to less visibility of investment, or fear of risks… l But, 2011 Results showed surprise. Impacts: Slowed market Increase l FiT-cuts and other factors have made great negative impact to the market in 2011. l Stablized market recovery in 2012. Stories suffered in 2011 l Bankrucy events: Evergreen、Spectra Watt、Solyndra… l Shut downs..REC l Silicon price declines… l Inventories… l Closes of small-sized companies… l …… l …… l Oversupply caused sharp price drops through the whole value chain l Key Words about Solar in 2011 l Solar Winter.. l Sunless Solar.. l Solar Risks.. l What is the Tuth？ o-operations 11 2011 PV Industry Review l 2010 l Market booming l Installation increased160% l Fast capacity expansions l Shortage for up-stream products. l Sufficient profits for the whole value chain. l Strong demand in Europe l Market start up in China with 520MW of installations l 2011 l Severe market competitions l Installation increased 70% l Accumulative capacity increase l Buyer’s market l Severe competition and sharp price dropping. l Market stress and concerns l About 4 times market increase in China, amounting to above 2GW. 12 Increasing World Market Trend By 2010, the average increase rate was 55.5% for the past 10 years，and 68% for the past 5 years. There was 160% in 2010，and about 70% in 2011.There will be further market increase in 2012, with expected installations between 28-32GW。 Global Installations（GW） Diversified markets change trend l 图片\图片4.jpg Future potential regions: China, Japan, US, Australia, India, as well as Africa and Mideast regions. German Market l Mar