2011-10-05 | Editor : Ted 2693 pageviews

GCL’s Upper Hand a Double-Edged Sword for Downstream Solar Players

Yesterday marked the beginning of PV Taiwan (Taiwan International Photovoltaic Forum and Exhibition), a three-day long event that will include Motech, GLC, OCT, and other major PV manufacturers sharing their development plans for the future. First-tier Chinese manufacturer GCL has already revealed their current profit figures, reaffirming their status as an industry leader. Looking towards the future, EnergyTrend, a green energy research division of TrendForce, the PV industry will likely remain in a state of oversupply in 2012. Furthermore, as capacity continues to expand, downward adjustment of polysilicon price is inevitable, but major manufacturers will still have an advantage in terms of price-setting.

EnergyTrend believes that as GCL will present formidable competition to upstream polysilicon and Si wafer manufacturers, makers already at a disadvantage in terms of capacity and funding will face an even tougher challenge. As for downstream solar cell manufacturers, first-tier makers already cooperating with GCL should benefit, but as for mid and small-sized manufacturers, whether they will be able to enjoy the same prices as first-tier makers depends on the terms that they can offer to GCL.

 

Related Entries
SOLAR MARKET STATUS

DuPont Ups Ante in Struggle with Samsung SDI, Pursues Litigation Against Main Competitor’s Customers

DuPont is stepping up its attacks on the customers of its competitor Samsung SDI, alleging that by using Samsung SDI’s front.. more

RESEARCH

Chinese Companies to come up with Solutions after US Announced its Preliminary Determination on CVD & AD Duty

US’s AD tax rates imposed on Chinese PV products were ranged between 26.33%-165.04%. It’s like a wall that blocks Chine.. more




Purchase reports

announcements