The solar industry, in terms of deployment, will sadly not be growing by 30% in 2018. However, the good news is that the PV ModuleTech 2018 event – taking place in Penang, Malaysia on 23-24 October 2018 – will see more than 30% growth in the number of companies taking part and the number of attendees on site.
During the past few years, we have had numerous requests at PV-Tech from a wide range of PV industry stakeholders (due mainly to the success of the PV CellTech and PV ModuleTech series of conferences) to launch an India-specific PV event in Delhi. The requests have come from Indian companies, overseas investors, government bodies, trade associations, and both upstream/downstream industry activists seeking to understand and drive future developments.
PV ModuleTech 2018 will explain exactly what module companies and technologies will dominate large-scale commercial and utility solar sites in 2019, including the key drivers, risks and opportunities from bifacial module deployment.
Finlay Colville summarises the updated analysis by our in-house research team at PV-Tech, where we have adjusted our models and forecasts for the 20 companies active in Taiwan today producing ingots, wafers, cells and modules.
With the multi to mono transition largely a fait accompli in the PV industry, the buzzword for 2019 will certainly be on bifaciality. This has been brewing for some years, but the sheer weight of capacity and production will finally impact on large-scale utility solar in ways most appear to be grossly unprepared for.
For all intents and purposes, 2018 may be remembered as the year that Taiwanese solar manufacturing moved from its former cell-making glory days of the past (Taiwan solar 1.0) to adjust to the new reality as defined by China’s bulldozing annihilation of cash-struck overseas manufacturing regions in recent times.
Much has been written and voiced over the past couple of months in the PV industry, following the so-called China-531 policy announcement that finally provided a wake-up call to Chinese manufacturers that their domestic end-market was not going to be allowed to maintain its near-exponential growth characteristics.
The top-5 module suppliers to the PV industry shipped more than 20GW of modules during the first half of 2018, representing Y/Y growth of 10%.
Ahead of PV ModuleTech conference, Finlay Colville takes an in-depth look at the type of module companies that will be internationally known over the next 12-18 months.
Heading into the PV ModuleTech 2018 event in Penang, Malaysia on 23-24 October 2018, PV-Tech is set to conduct a series of interviews with leading project developers and EPCs, to understand what downstream channels of the utility-scale PV segment are looking for, when choosing PV module suppliers and their respective module technology offerings.
Finlay Colville is the Head of Research, PV-Tech & Solar Media Ltd. He 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.
As the solar industry has grown from a 50GW market to 100GW in just a few years, the desire to have differentiated production has increased, especially for companies entering the market or repositioning strategies.
As module suppliers adapt to the slowdown of Chinese module demand in 2018 and 2019, global EPCs and developers are likely to see new Asian-produced panels being offered for both rooftop and ground-mount installations.
Since Chinese investments into major cell and module facilities started - more than 10 years ago - success ultimately has been driven by overseas market-share gains, above other technical or financial benchmarks that otherwise would be expected.
Module selection for utility-scale solar sites in 2019 is likely to see the widespread availability of higher performance products with average selling prices significantly lower than witnessed over the past 12-18 months. So what does this mean for EPCs and developers? Finlay Colville reveals all.
The past few weeks has seen some of the most dramatic knee-jerk, naïve and misinformed PV market reporting seen in recent times, with the headlines often resembling nothing more than tabloid sensationalism.