I am extremely grateful to Stefan de Haan, senior analyst, Photovoltaics, iSuppli Corp., for sharing with me the top 15 global producers of c-Si and thin film solar photovoltaic (PV) modules, respectively during Q3 2010.
First, the top 15 global crystalline module producers (see Fig. 1) — who are the standout performers and why?
He said: “It is still the Chinese integrated suppliers, above all Trina and Yingli. They benefit from a highly competitive cost structure. However, this need not be the most successful business model in future. With increasing cell and module efficiencies, and an increasing need for full automization, European and Japanese companies may gain ground again.”
Now, on to the top 15 global thin film module producers (see Fig. 2)– who are the standout performers here!
de Haan added: “Still, it is First Solar, the company with lowest production cost in the industry and the biggest module producer. CIGS is upcoming, in particular. Solar Frontier also has to be watched.”
Global PV installations to grow significantly in 2011
It is said that global PV installation will likely witness moderate growth in 2011, and that, concerns of oversupply remain. de Haan agrees only partly.
He said: “Global PV installations will again grow significantly in 2011 (2010: 16 GW and 2011: 22.2 GW). Oversupply will not be dramatic in 2011, but in 2012 and 2013.”
Further, if the pressure from decreasing solar cell price continues to increase, will solar cell makers be forced to reduce prices of wafers and poly-Si to reflect costs? According to Stefan de Haan, prices will drop across the entire solar value chain in 2011! Read more…