Taiwan-based market research firm, TrendForce said that solar cell manufacturers in Taiwan primarily met the US International Trade Commission (ITC) criteria as used in the original case with Chinese cell and module manufacturers.
TrendForce said that revenue generated in recent years by Taiwanese suppliers “was in line with the definition of anti-dumping – products” that were sold at a “price that was lower than the cost”.
Taiwanese cell producers had been impacted by the massive overcapacity across the supply chain over the last two years and have only recently started to return to operating profits as both demand and ASPs started to increase.
However, TrendForce noted that the anti-subsidy investigation was unlikely to be upheld as the firm believes that no government subsidies to suppliers have existed in any real comparison with those seen in China.
EnergyTrend noted that should AD duties be imposed on Taiwanese produced solar cells, suppliers would come under pressure to lower prices to limit the impact.
However, the firm noted that the overall impact may not be that significant given that US PV market demand is expected to reach around 6GW in 2014, yet global silicon wafer production capacity will be about 58GW.
EnergyTrend noted that PV products imported from China and Taiwan into the US was already in decline, though figures were not provided.
The knock-on effect could be that PV project developers may need to switch to thin-film technologies from China and Japan as these do not come under existing or new potential duties.
Failing that, PV project developers are expected to look for supply from outside China and Taiwan.