Polysilicon prices have a history of dramatic changes, but until recently, polysilicon prices had held up better than wafer and module prices. This encouraged continued capacity expansion despite growing concerns of over-supply throughout the supply chain. Now, sluggish end-market demand in 2011 has exacerbated the glut, and severe price erosion since mid-September suggests the poly bubble has now fully burst.
Category Archives: Solar
Will 1603 Be Extended?
The Solar Energy Industries Association (SEIA) held an “Update from Washington” session at Solar Power International 2011 to discuss the latest news on congressional debates and policy initiatives. Among other efforts being made to advance policy initiatives for solar, SEIA considers extending the 1603 Treasury Program to be a key priority. Continue Reading
US Solar Market Entry
It is clear after the first day of Solar Power International 2011 that there’s still lots of interest (and confusion) surrounding entry into the US market. Many companies—European, Asian, and even American—are looking to move into new markets or expand their existing presence. We’ve talked with several people about how to determine the best strategy for success in the US, including which segments to target, which states are going to be hot, and what kind of pricing they need to be competitive. Continue Reading
Power Shortage in China Will Influence the Global Electronics Supply Chain
China is facing the prospect of historic power shortages as the summer approaches. Lower water flow in major hydroelectric power producing regions threatens to limit electricity production. The central part of China is experiencing one of the worst droughts ever, especially in the Yangtsu River region, the biggest source of hydroelectric power. A few days ago, Reuters reported that almost half of all silicon-making facilities in Hunan province in China have suspended production due to the lack of electricity.
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Impact of the Japanese Disaster on the PV Industry
The magnitude 9.0 earthquake that struck Northeast Japan on March 11 and the tsunami that followed later killed thousands and devastated huge parts of the country. In the process, multiple nuclear reactors at the Fukushima Daiichi Nuclear Power Station were damaged; two of them have already partially melted down, and the cooling system at a third has failed.
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