Guest Blog

  • Preparing for a fair fight, albeit very politely

    SPI 2013: NEM solar and utility battlers live to fight another day

    By Felicity Carus - 25 October 2013, 08:45 | 1

    As SPI in Chicago drew to a close yesterday, it was the increasingly contentious topic of net energy metering that dominated the debate. Felicity Carus reports on an issue that just won’t go away and looks set to become even more divisive in 2014.

  • Cumulative solar PV installed in the UK

    UK Solar PV demand collapses as EU/China case creates ‘lost’ quarter

    By Finlay Colville - 17 October 2013, 12:36

    Solar PV demand from the UK declined significantly during the third quarter of 2013 (Q3 2013), as the full impact of the Europe-China trade case impacted on module availability. Finlay Colville looks ahead to what 2014 what 2014 holds in store.

  • Photo courtesy of Applied Materials Inc.

    Whither solar in the ‘merger of equals’?

    By Tom Cheyney - 25 September 2013, 18:26

    The news of the conjoining of Applied Materials and Tokyo Electron raises questions about the fates of solar PV production equipment units.

  • But the more troubling news for PV equipment suppliers is that Yingli has now stated it can ship 4GW of modules in 2014 without having to ad

    Lack of Yingli Green’s CapEx reveals scale of asset-lite fab operations

    By Finlay Colville - 30 August 2013, 15:58

    Earlier today – 30 August 2013 – the world’s largest global solar PV module supplier, Yingli Green Energy, reported its second quarter earnings results and guided on expectations for the 2H’13 and 2014.

  • How many companies are left in China?

    PV for sale or rent: China’s 12GW virtual fab

    By Finlay Colville - 25 July 2013, 14:06

    The solar PV industry remains in a highly turbulent transition phase, still getting to grips with the scale of over-investment that occurred in 2010 and 2011. In fact, having just got back from a global PV road-trip that took in Germany, the US, Korea, China and Taiwan, it is apparent that the aftershocks within the industry are set to continue for some time yet.

  • Effective capacity stands at approximately 45GW

    What is effective PV manufacturing capacity?

    By Finlay Colville - 22 July 2013, 14:07

    One of the key issues that is still puzzling the PV industry is: what is the real – or effective – capacity today?

  • There is only one way to forecast CapEx, and that is bottom-up from the production line level, with segmentation by process flow variant and

    Would the leading PV equipment supplier please stand up?

    By Finlay Colville - 04 June 2013, 12:16

    It is hard to imagine any marketing scenario in which citing leading ranking metrics would be off the radar. But just think for one minute: when was the last time a PV equipment supplier announced leading ranking status with any fanfare? Or proclaimed a purchase order that would catapult revenues beyond fiscal year guided levels?

  • The PV installation on the roof of the Bentley Motors factory.

    UK solar PV demand reached 520MW in Q1 2013

    By Finlay Colville - 04 June 2013, 10:43

    The rush to build large-scale ground-mount projects to qualify for the 2ROCs incentive rate has pushed cumulative UK demand to 2.5GW. NPD Solarbuzz’s Finlay Colville looks at a record quarter for the UK.

  • Rhosygilwen in Pembrokeshire.

    Hanergy’s UK thin-film aspirations: realistic, optimistic or inevitable?

    By Finlay Colville - 17 May 2013, 11:01 | 2

    Thin-film manufacturer Hanergy this week announced its arrival in the UK with the acquisition of domestic solar provider Engensa. As the UK has little track record with thin-film PV, Finlay Coleville assesses what Hanergy’s motives are and how it will succeed.

  • Module manufacturing utilization rates at Trina Solar set to rise in 2013, according to annual report.

    Trina Solar’s annual report reveals production utilisation, top customer and financial insights

    By Tom Cheyney - 08 April 2013, 15:20 | 3

    Normally a sleeping aid for insomniacs, SEC filings can sometimes contain interesting insights into publicly traded companies. Tom Cheyney has dug a few out from Trina Solar’s latest filing.

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  • Photovoltaics International 24th Edition

    Signs earlier in the year of the global industry entering a growth phase have now been confirmed beyond any doubt. Almost all the big-name suppliers have now announced some form of manufacturing capacity expansion, a trend that analysts agree will only gather pace as long as the levels of demand predicted over the next few years turn out to be correct.

  • Manufacturing The Solar Future: The 2014 Production Annual

    Although the past few years have proved extremely testing for PV equipment manufacturers, falling module prices have driven solar end-market demand to previously unseen levels. That demand is now starting to be felt by manufacturers, to the extent that leading companies are starting to talk about serious capacity expansions later this year and into 2015. This means that the next 12 months will be a critical period if companies throughout the supply chain are to take full advantage of the PV industry’s next growth phase.

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