Solar PV capital expenditure (capex) covering the midstream segments of the industry (c-Si ingot-to-module and thin-film) is now well into its second major upturn in spending, going into 2018, at a time when the industry is just about to move to a new phase in annual deployment levels of greater than 100GW.
When JinkoSolar released its third quarter results last week – and guided full year 2017 module shipment figures – the company remained on track to overachieve on final quarter shipments, thereby becoming the first ever PV supplier to ship more than 10 GW of modules in a calendar year. Finlay Colville explores how Jinko has managed to double its market share in the space of four years and where the company might be headed to next.
The first PV ModuleTech event is due to take place in Kuala Lumpur on 7-8 November, and the event is poised to explain and define the key module suppliers, technologies and audited metrics that are imperative to developers, EPCs, investors and asset owners for utility-scale solar module deployment in 2018 and beyond.
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.
Documents filed by US-headquartered high-efficiency PV cell and module producer SunPower Corp to the US International Trade Commission (ITC) in respect to the ‘Section 201’ trade case show that SunPower wants thin-film modules made by First Solar included in any remedy actions, while pitching for its IBC (Interdigitated back contact) cells and modules to be excluded.
PV Tech reached its own little milestone of having reported and analysed the R&D spending habits of the same 12 key PV module manufacturers for 10 years. The results have just been published in sister technical journal Photovoltaics International as part of the annual leaders and laggards of R&D spending for 2016.
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.