The Photonics Industry & Technology Development Association (PIDA) believes that although the US anti-dumping (AD) average duties on Taiwanese PV cells have been lowered by about 10%, Taiwanese PV makers will remain conservative toward the capacity in 2H14. Thus, production expansion and integration will still be on hold in 2H14 for Taiwanese PV makers. In contrast, mono-si PV cells have less impact. For example, SAS has completed the acquisition of Sunrise on August 1st. Others, such as NSP, have increased its mono-si cell capacity, which shows that Taiwanese PV makers are raising their mono-si cell capacities for product differentiation.
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Multi-si cell expansion has been restricted by the CVD and AD duties, hence NSP, Solartech, and E-TON Solar, have continuously suspended their expansion plans and may look at sites to establish overseas manufacturing base. Yet, manufacturers, such as Motech and Gintech, may have their own ways to handle the situation because none of their expansion plans have been on hold.
The US AD duties on Taiwanese PV cells have brought tremendous shock to Taiwanese PV makers. It not only caused China to cancel Taiwanese cell orders, but also affected Taiwanese PV makers’ capacities and integration. Although certain Taiwanese PV makers have lowered costs and avoid duties through integration and global deployment ahead of time, Taiwanese makers may focus more on global deployment in the future.