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.
