How far can existing PV capacity go, in terms of keeping up with end-market growth? This is one of the key issues in terms of capital expenditures and tool suppliers waiting for an uptick in bookings. It is also essential to understand in terms of forecasting end-market demand in 2015, at a time when trade uncertainty and the preference for project financing is keeping new ‘greenfield’ fab build at a minimum.
In late 2011, Mission Solar Energy made the first of several bold decisions: build a silicon-based PV manufacturing plant in the US, a market long dominated by thin-film technologies. An even more unusual decision followed to locate the company in San Antonio, Texas, rather than California or Arizona where US solar markets are well established. Then, Mission Solar made the gutsy move to push forward with the development of an n-type monocrystaline silicon based product when the market was being dominated by p-type multicrystaline silicon modules coming out of Asia.
It appears the waiting is over during September 2014 for Chinese suppliers (and all other suppliers of modules to Europe), regarding the minimum import price (MIP) for the 3-month period October to December 2014 (Q4’14).
To sustain growth, the solar cell industry must constantly find better and cheaper technologies. Imec’s Philip Pieters explains how in the quest to innovate manufacturers can benefit from working together.
Previously confined to the R&D labs and academic solar PV roadmaps, PERC based c-Si cell capacity upgrades are starting to have a tangible impact on the PV industry. Finlay Colville investigates the drivers, myths, opportunities and the impact of PERC on PV capex and module performance.
Google is offering a prize for prototype inverter that’s smaller than a laptop. Cormac Gilligan of IHS explains why a successful proposal could pose a threat to existing suppliers.
Silver is a key raw material in PV manufacturing. But as Chris Berry writes, a deficit in global silver supply and the prospect of future price increases are both sources of concern for the solar industry.
Ahead of a free webinar from IHS Technology and PV Tech on 29 July 2014, IHS analyst Sam Wilkinson discusses some of key trends shaping the global inverter market.
Driven mainly by expectations of strong end-market demand growth this year, polysilicon spot prices increased significantly in Q1’14, up 15% Q/Q and 28% Y/Y. In Q2’14, spot prices are expected to remain relatively flat – or to decline moderately – as more polysilicon makers ramp-up production, in an effort to take advantage of the current price environment.
The UK is set to become the largest market for solar PV in Europe during 2014, confirming its status as the hottest market across the region.