Solar module price erosion to cause industry fall-out, says Lux Research - 02 October 2008
U.S. House recesses, fails to pass tax bill, leaving solar, R&D credits in doubt - 29 September 2008
REC sold out of wafers for 2010 with $450 million order from Neo Solar Power - 30 September 2008
Sharp starts volume production at new thin-film plant - 01 October 2008
Solar investment tax credit extension will benefit U.S. utilities, SEPA believes - 05 October 2008
Emerging from stealth, Part III: Solyndra launches impressively, but questions remain - 10 October 2008
Canadian Solar inks 60-megawatt supply deal - 10 October 2008
Satcon to Deliver Prototype Next Generation Energy Storage Module to the US Navy - 10 October 2008
Up on the rooftop: Brightening prospects for solar technology - 10 October 2008
Sandia to manage DOE-funded solar projects - 10 October 2008
2007 was not the best of years for Japanese PV manufacturers like Sharp. Capacity ramps halted and government subsidies, previously withdrawn, saw the market shrink in what had been the strongest region in the world for PV.
Although Q-Cells is credited with capacity additions that saw the Germany-based PV manufacturer take the leadership position away from Sharp for the first time, Sharp virtually gave the number 1 spot away as it failed to secure polysilicon supply for continued expansion.
Why that happened is open to debate, but some insiders think that Sharp gambled on UMG silicon suppliers that didn’t materialise.
However, the two events pointed to a potential shift in the industry, one which would see companies such as Q-Cells, Suntech and First Solar take an increasingly larger market share away from the likes of of Sharp as these more focused companies ramped capacity more aggressively and in lower cost regions than Japan.
It would now seem that the Japanese Government has also taken notice of the shift, according to a Reuters story. Citing an unnamed senior government official, Reuters noted that new subsidies could be introduced next year to support PV, its manufacturers and equipment suppliers going forward.
If we do see such subsidies return it will be a boon to Japan directly and positive for the industry as a whole.
