Located in the Berlin branch office of EuPD Research, Stefan Pietzsch is an expert and valued consultant in the analytics division. Prior to joining HRCG, he worked in the strategic planning department of a leading German internet and telecommunications company where he conducted competitive analyses and management reports for the management board. During this time he gathered initial insight into the field of research which been of benefit to him in the conduction of his tasks at HRCG.
The following article comments on the ongoing discussion of the grid parity issue. Although considerable movement can be observed in how PV is thought of in the industry, this article aims to point out the consequences of the necessary transition from incentive to non-incentive markets.
This article provides an analysis of global installations/demand and global production/supply according to regions and technologies. The evaluated timeframe includes years 2010 and 2011. An outlook for 2012 is also provided on a best-estimate basis. Specifically, the implications of module shipments in 2011 and 2012(e) are presented. This is in line with an analysis of production capacities, their utilization rates and the corresponding impact on global profit margins.