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.
During the past couple of weeks, two of the leading custodians of thin-film solar PV technology have restated or amended long-term industry plans. Finlay Colville assesses the future for thin-film PV technology
The uptick in solar end-market demand at the end of 2013 has been followed by new wave of PV cell and module capex. The missing part of the equation is spending on new wafer capacity, writes Finlay Colville.
Consolidation has been one of the most heavily used words in the PV industry over the past couple of years. But as Finlay Colville writes, whether it has actually happened or not is open to debate.
Following the latest round of downstream channel checks and project pipeline activity in the UK, NPD Solarbuzz is now further upgrading its forecast for the UK PV market in 2014.
The compromised solution agreed between Brussels and Beijing for the supply of Chinese solar PV components to Europe is approaching its anniversary. Finlay Colville looks at how the deal has panned out.
The recent announcement by US manufacturer REC Silicon that it would establish a new polysilicon plant has highlighted an upcoming trend in the polysilicon industry: the rise of fluidised bed reactor (FBR) technology. Will it live up to expectation, asks Johannes Bernreuter.
The news today that HelioVolt – one of the few remaining custodians of US based PV manufacturing – will cease operations is terrible news for the 100-plus employees that have been working hard at HelioVolt to advance PV manufacturing in the US.
Recently, we prepared two exclusive blogs for PV-Tech that outlined what PV cell production and technologies looked like at the start of 2014: Can PV technology change before 2015? and What does NPD Solarbuzz’ solar cell rankings for 2013 reveal?
Does the US solar industry need Taiwan, more than Taiwan needs the US solar industry? This is perhaps one of the biggest questions to ask as the latest US ITC investigations gain traction. Finlay Colville offers some answers.
Around about this time each year, we have a closer look at the PV technologies that were used to make all the solar panels in 2013 that ended up being shipped through downstream channels.
NPD Solarbuzz’s Finlay Colville looks at the top 10 cell producer rankings and asks what it tells us about what’s going on in the upper echelons of PV manufacturing.
Each year forecasts for how much new PV capacity will be added around the world are released. These are subsequently revised, updated, defended and invariably increased. The forecasts for 2014 from various banks and research firms however are quite different. The difference between the high-end and the low-end of expectations is massive – potentially 15GW – or put another way nearly half the amount installed in total the previous year.
Having teased the PV equipment supply chain with its multi billion dollar thin-film CIGS capex plans, Hanergy has now revealed the first part of its plans.
Apollo Solar – Hanergy’s PV equipment tool maker subsidiary – has become the clear leader for solar PV equipment revenues during 2013, according to new findings in the latest NPD Solarbuzz PV Equipment Quarterly report. Previous leading rank companies of the PV equipment supply sector include Centrotherm, Applied Materials and Meyer Burger.
After a mediocre 2013, India’s solar industry failed to get off to the positive start it was hoping for in 2014 when an auction under its national solar programme was delayed by a month. Ritesh Pothan sets out how India can avoid the mistakes of 2013 in 2014 and end this year on a firmer footing.
At the end of 2013 the USA’s top solar states had a non-residential PV pipeline of some 40GW. This means any PV company wanting to play on a global level must have a strategy for the US market, write Michael Barker and Christine Beadle.
The US International Trade Commission’s latest trade investigation into Chinese PV manufacturers may be setting off some alarm bells, but what is needed is a good dose of global manufacturing reality to calm things down, says Finlay Colville.
Based on existing company guidance and downstream channel checks - and supplemented by various estimates by company through to the end of 2013 - NPD Solarbuzz can now reveal the Top 10 PV module suppliers for 2013.
Having rebranded the Nexolon America operations in San Antonio, Texas, as Mission Solar Energy, the long-awaited rebound in US-based c-Si manufacturing has just received a significant boost; something that politicians and legislators in the US have been striving for ever since the high-profile demise of Solyndra.
Confidence is slowly returning to the PV manufacturing supply chain, as supply and demand get back in sync. But as the industry contemplates opening up the CapEx floodgates once more, Finlay Colville says it would do well not to forget the last PV gold rush.