PV module costs and prices: what is really happening now?

Comments

  • Robert Sheperd26 March 2012

    2012 will be remembered as the year when solar power became cheaper than wind power in China and other major markets, shifting demand from wind projects to solar projects.

  • Robert Sheperd12 February 2012

    2012 is the year when China becomes the number 1 destination for solar (10GW) due to China FIT rates and China Development Bank financing. Germany will surprise at 6GW. Italy will be #3 (5GW).  California FIT rates and RPS projects will drive a 4GW year in the U.S.

  • Eystein Hansen03 February 2012

    “but there is one clear difference – it will not be followed by another year of massive demand like 2010 and 2012 will undoubtedly be a lot tougher for suppliers.” How can you know this for sure? You claim yourself this year will also have a pressure on the prices going downward. If thats the case why would not the scenario of 2011 be repeated? Maybe we will have a massive end rush in last quarter of 2012?

    Or maybe the market is now quite profitable in many countries and the world demand will suprise on the upside. My point is you stated that there will be increase in demand 2012 like it is allready a known truth. I liked the start of your article and I have to give IMS credit for good reseach and the most correct of the research firms in predicting 2011 demand. But again the end part where you claim 2012 will be bad in demand and we are just in start of February does not sit well with me.

  • disdaniel01 February 2012

    I think you missed the biggest similarity between 2009 and 2011—another financial crisis reduced major banks willingness/ability to lend in major markets. 
    Solar became radically cheaper in 2011, but even cheap solar needs to be financed…

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