Things can change very quickly in the solar industry, and no more so than when new trade-related cases are introduced or existing ones are amended in scope. Often companies – and in particular module suppliers relying on export revenues – suddenly find themselves with a golden opportunity that was previously not in their strategies, or have barriers unlocked that remove competitors based in other countries.
What a start to the PV Taiwan 2017 week! There have been some rather tame mergers and acquisitions in the solar PV industry over the years - not to mention the shuffling of zombie factories within China – but the news today that Neo Solar Power, Gintech Energy Corp., and Solartech Energy are planning to merge is worthy of far more scrutiny.
The PV ModuleTech 2017 conference is just over three weeks away, taking place in Kuala Lumpur, Malaysia on 7-8 November 2017. In our research leading up to the event, three words have consistently been voiced across almost all key stakeholders in the life cycle of a PV module: quality, bankability and risk.
These three module metrics form the raison-d'etre for the new PV ModuleTech 2017 conference.
Technology changes being implemented by major solar PV module suppliers today are poised to provide large-scale solar investors, developers, EPCs and asset owners with significant opportunities in 2018-2020.
With many of the top-20 module suppliers to the solar industry now having multi-GW shipment volumes, attention has turned firmly to assessing metrics that companies can use to benchmark the quality and reliability of shipped products against their competitors.
The significance of PV-Tech’s forthcoming conference in Kuala Lumpur – PV ModuleTech 2017 – has just moved to a new level, with the key company executives from all members of the Silicon Module Super League (SMSL) giving presentations on stage about the quality, reliability, and performance of their solar modules.
Finlay Colville joined Solar Media in June 2015 as head of the new Solar Intelligence activities. Until October 2014, he was vice president and head of solar at NPD Solarbuzz. Widely recognised as a leading authority on the solar PV industry, he has presented at almost every solar conference and event worldwide, and has authored hundreds of technical blogs and articles in the past few years. He holds a BSc in Physics and a PhD in nonlinear photonics.
The use of third-party cell and module sourcing has seen a massive uptick in the solar industry, during the past 2-3 years.
The appetite of leading global module suppliers to rely on outsourced cells and modules has been clear to see in the past 12-18 months, but tends to go through almost quarterly tactical adjustments, often driven by factors that are potentially creating risk for long-term downstream asset holders of utility-scale sites.
PV Tech’s new two-day event PV ModuleTech 2017 – in Kuala Lumpur, Malaysia, on 7-8 November 2017 – is set to outline the key issues in new high-efficiency PV modules that will dominate utility-scale solar farms deployment globally over the period 2018-2020.
The second installment of our latest two-part blog on PV Tech, presenting the latest findings of the PV Tech in-house market research team, with all data and graphics shown in this blog coming from the August 2017 release of our PV Manufacturing & Technology Quarterly report.
A key factor in the strong growth of the PV industry in 2017 is the Silicon Module Super League (or SMSL), comprised of the seven companies that will each ship in excess of 4GW of modules this year, well above all other module suppliers to the industry.
Leading up to the PV ModuleTech 2017 conference, less than 3 months away (Kuala Lumpur, 7-8 November 2017), this blog series explains why this dedicated two-day industry event has the potential to provide some key answers for EPCs, developers and asset owners, in terms of understanding the key metrics that underpin solar modules going forward, ultimately mitigating risks during site design and build-out, while optimizing overall return-on-investment for more than 20 years in the field.
READ PART ONE HERE
The solar industry is set to reach annual demand at the 100GW level much earlier than has been forecast by both third-party observers and the leading component suppliers. During 2018, the solar industry is shaping up to ship more than 100GW of solar modules during the calendar year, while 2017 alone will see the number exceed 90GW comfortably.
Solar Media's head of market research Finlay Colville delves back into the UK's vast network of planning portals to uncover the incredible scope of subsidy-free solar farms entering the planning phase, and discusses their build potential as UK solar enters its next phase.
With the Renewable Obligation Certificate (ROC) scheme for UK-based solar incentives finishing on 31 March 2017, the domestic sector once again showed its resilience by installing a healthy 640MW during Q1 2017.