New Hampshire, USA --
Three industry groups now confirm that Chinese suppliers continue to
increase their dominance over solar PV module shipments, and Yingli
remains the biggest of them all.
GlobalData is the latest to chime in, calculating that Yingli accounted for nearly 10 percent
of the 33 GW of crystalline solar PV modules produced in 2013, itself a
10 percent rise from the prior year reflecting a recovery in global
demand. Trina came in second, followed by Sharp, Canadian Solar, and
Jinko.
That tally generally agrees with other recent industry analyses for
2013's solar PV shipments. SolarBuzz noted that Yingli and Trina shipped nearly 6 GW of solar PV modules in 2013,
and each exceeding 800 MW in the fourth quarter alone, on their way to
being the first suppliers to hit the milestone of a gigawatt of
shipments per quarter. IHS observes that Yingli and Trina were favored in almost every region except Japan which is well-defended by domestic firms Solar Frontier, Kyocera, and Sharp.
Reflecting those shipment surges by Chinese suppliers is the market's clear preference for them. In a new IHS survey
of those who buy solar PV modules buyers — installers, integrators,
engineering, procurement and construction (EPC) firms, and distributors —
more than 90 percent of them procure from more than one module supplier
(though half admit they have a favorite one). Three of the top five
overall brands they choose are Chinese, and in terms of pricing all top
five are Chinese. However, module pricing isn't the most important
factor to them; it's module reliability and quality, and even high
efficiency, that same survey finds. Likely this reflects a more holistic
view of solar project economics, where all those factors blend together
to keep the overall cost low, rather than focusing simply on which
module can be procured for the cheapest price.
SolarBuzz and IHS analysts both see "robust" growth in 2014, probably
in double-digits, as momentum carries over from late 2013 which will
drive new capacity expansions and efforts to improve efficiency. Riding
that wave, more than half of the top 20 module suppliers have dropped
their blended costs below $0.60/watt, well below their average selling
prices of $0.72/watt which were relatively flat through the past year,
according to SolarBuzz. As a result, gross margins have improved from 10
percent in mid-2013 to 15 percent, compared to a paltry 1 percent in
mid-2012. Still, most PV module suppliers "have a lot of work to do in
terms of cost restructuring and improving overall operational
efficiency" to push into positive profitability overall, noted Sameer
Joshi, GlobalData's director of research and analysis for power and
alternative energy.
http://www.renewableenergyworld.com/rea/news/article/2014/03/chinese-solar-pv-module-suppliers-extend-their-lead-heading-into-robust-2014
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