USA: Solar is still an emerging industry-market revenues are only about 25 percent of FPD market revenues-but photovoltaic (PV) cell production capacity will more than double between 2009 and 2013.
Some FPD companies have taken note, and given the supply chain overlaps between the FPD and PV markets, they are diversifying into solar.
Covering more than 230 solar cell manufacturers, the new Quarterly PV Cell Capacity Database & Trends Report from DisplaySearch offers a level of detail that is vital in forecasting where this uncertain market is headed, including which technologies are dominating, which companies are succeeding and where production is clustering.
Report highlights include:
* PV cell capacity in megawatts, broken down by country, manufacturer, factory, technology, equipment, glass size, install dates and more.
* Historical and forecast ramped capacity from 2000-2013 with quarterly and annual sums as well as nameplate values.
* Graphical and database-style information for both quick reads and in-depth study.
Showing posts with label DisplaySearch. Show all posts
Showing posts with label DisplaySearch. Show all posts
Friday, September 4, 2009
Tuesday, August 18, 2009
New report shines light on PV industry
USA: DisplaySearch has recently published a new report on the solar industry -- the Quarterly PV Cell Capacity Database & Trends Report.
Solar is a hot industry: PV cell production capacity will more than double between 2009 and 2013 as individuals, businesses and governments turn toward greener alternatives to satisfy their growing energy demands. It is also an uncertain industry: Technology is evolving; government policy is in flux; the market is global and hard to track.
Covering more than 230 solar cell manufacturers, the new Quarterly PV Cell Capacity Database & Trends report will illuminate developments in this industry, including which technologies are dominating, which companies are growing and where production is clustering.
Report highlights include
* PV cell capacity in megawatts, broken down by country, manufacturer, factory, technology, equipment, glass size, install dates and more.
* Historical and forecast ramped capacity from 2000-2013 with quarterly and annual sums as well as nameplate values.
* Graphical and database-style information for both quick reads and in-depth study.
Solar is a hot industry: PV cell production capacity will more than double between 2009 and 2013 as individuals, businesses and governments turn toward greener alternatives to satisfy their growing energy demands. It is also an uncertain industry: Technology is evolving; government policy is in flux; the market is global and hard to track.
Covering more than 230 solar cell manufacturers, the new Quarterly PV Cell Capacity Database & Trends report will illuminate developments in this industry, including which technologies are dominating, which companies are growing and where production is clustering.
Report highlights include
* PV cell capacity in megawatts, broken down by country, manufacturer, factory, technology, equipment, glass size, install dates and more.
* Historical and forecast ramped capacity from 2000-2013 with quarterly and annual sums as well as nameplate values.
* Graphical and database-style information for both quick reads and in-depth study.
Wednesday, August 12, 2009
Previously committed capacity expansions cause solar cell manufacturing oversupply!
AUSTIN, USA: According to DisplaySearch's Q3’09 Quarterly PV Cell Capacity Database & Trends Report, solar cell manufacturing capacity is likely to grow 56 percent in 2009 to 17GW. Ramped capacity, which was only 2.3GW in 2005, is forecast to grow at a CAGR of 49 percent to more than 42GW in 2013.
"Despite PV module demand shrinking 17 percent in 2009, so much cell manufacturing equipment was ordered and installed over the past year that capacity is still expected to grow 56 percent this year," said Charles Annis, DisplaySearch Vice President of Manufacturing Research and author of the report.
"With demand and capacity moving in different directions, the PV industry is currently experiencing an enormous over-supply that is causing rapid price erosion and potentially setting the stage for the failure of multiple cell manufacturers, particularly companies pursuing a-Si thin film solar cells.
"The PV industry will begin working through this excess capacity as demand recovers next year and takes off in 2011 and beyond.”
Here are just some of the many highlights from the Q3’09 Quarterly PV Cell Capacity Database & Trends Report:
* Through 2006, Japan had the largest solar cell production capacity in the world. However, Chinese companies started to ramp up a host of new facilities in 2005 and by 2007 had more solar cell capacity on line than any other country.
China has continued to invest heavily in production facilities, about a third of the worldwide cell capacity in 2009 and is forecast to be the main region for cell production well into the future.
* Of the 3.58GW of thin film capacity available in 2009, more than 30 percent use 600×1200 mm glass substrates, the standard CdTe glass size used by First Solar.
Gen 5-equivalent substrates, ranging from 1000×1200 to 1100×1400 mm, are the second most common glass size, used for 18 percent of available thin film capacity.
* Between January 2008 and July 2009, approximately 11.4GW of new solar cell capacity was installed in fabs around the world. These previous investment commitments are the reason that capacity is continuing to grow 56 percent in 2009 despite falling demand.
* In 2005, 95 percent of solar cell manufacturing capacity was for crystalline silicon solar cells and 5 percent for thin-film solar cells. In 2009, thin film will account for more than 20 percent of capacity.
By 2013, thin film technologies are forecast to account for as much as 30 percent of solar cell capacity.
* For a-Si factories, in 2009 the four largest turn-key equipment vendors are AMAT, Oerlikon ULVAC and EPV, representing 946MW of ramped capacity or more than 50 percent of a-Si capacity online this year.
* In terms of capacity available for production in 2009, First Solar is the largest solar cell manufacturer with more than 1GW of capacity. Q-Cells and Suntech are not far behind and essentially tied for second place. These and other current leading PV cell manufacturers are forecast to invest at the highest rates over the next four years.
By 2013, these three companies plus JA Solar, Motech, REC, SunPower, Yingli, Showa Shell Solar (assuming it moves forward with a planned 1GW CIGS fab), and Sharp are forecast to be the top 10 makers, with more than 16GW or 38 percent of 2013 capacity.
"Despite PV module demand shrinking 17 percent in 2009, so much cell manufacturing equipment was ordered and installed over the past year that capacity is still expected to grow 56 percent this year," said Charles Annis, DisplaySearch Vice President of Manufacturing Research and author of the report.
"With demand and capacity moving in different directions, the PV industry is currently experiencing an enormous over-supply that is causing rapid price erosion and potentially setting the stage for the failure of multiple cell manufacturers, particularly companies pursuing a-Si thin film solar cells.
"The PV industry will begin working through this excess capacity as demand recovers next year and takes off in 2011 and beyond.”
Here are just some of the many highlights from the Q3’09 Quarterly PV Cell Capacity Database & Trends Report:
* Through 2006, Japan had the largest solar cell production capacity in the world. However, Chinese companies started to ramp up a host of new facilities in 2005 and by 2007 had more solar cell capacity on line than any other country.
China has continued to invest heavily in production facilities, about a third of the worldwide cell capacity in 2009 and is forecast to be the main region for cell production well into the future.
* Of the 3.58GW of thin film capacity available in 2009, more than 30 percent use 600×1200 mm glass substrates, the standard CdTe glass size used by First Solar.
Gen 5-equivalent substrates, ranging from 1000×1200 to 1100×1400 mm, are the second most common glass size, used for 18 percent of available thin film capacity.
* Between January 2008 and July 2009, approximately 11.4GW of new solar cell capacity was installed in fabs around the world. These previous investment commitments are the reason that capacity is continuing to grow 56 percent in 2009 despite falling demand.
* In 2005, 95 percent of solar cell manufacturing capacity was for crystalline silicon solar cells and 5 percent for thin-film solar cells. In 2009, thin film will account for more than 20 percent of capacity.
By 2013, thin film technologies are forecast to account for as much as 30 percent of solar cell capacity.
* For a-Si factories, in 2009 the four largest turn-key equipment vendors are AMAT, Oerlikon ULVAC and EPV, representing 946MW of ramped capacity or more than 50 percent of a-Si capacity online this year.
* In terms of capacity available for production in 2009, First Solar is the largest solar cell manufacturer with more than 1GW of capacity. Q-Cells and Suntech are not far behind and essentially tied for second place. These and other current leading PV cell manufacturers are forecast to invest at the highest rates over the next four years.
By 2013, these three companies plus JA Solar, Motech, REC, SunPower, Yingli, Showa Shell Solar (assuming it moves forward with a planned 1GW CIGS fab), and Sharp are forecast to be the top 10 makers, with more than 16GW or 38 percent of 2013 capacity.
Monday, August 10, 2009
DisplaySearch expands offerings to cover solar and photovoltaics
AUSTIN, USA: Building upon its expertise in providing market research within the flat panel display market for more than 13 years, DisplaySearch, the worldwide leader in display market research, today announced that it will roll out a new suite of reports to cover the rapidly growing solar and photovoltaics markets.
As the photovoltaics market takes off, it becomes increasingly important for the industry to have the tools they need the most to help businesses understand and capitalize on developments within this market.
DisplaySearch has been tracking the solar industry since 2006, covering photovoltaic (PV) solar cells in its newsletters and blogs, providing PV-related custom consulting, and presenting on solar at conferences.
The release of the first issue of the Quarterly PV Cell Capacity Database & Trends Report makes DisplaySearch’s proprietary solar cell capacity database and unique analysis available to clients around the world.
Using best-of-class research methodologies and a holistic supply chain approach proven in the display industry, DisplaySearch will expand its solar research offerings and support clients as they evaluate opportunities in the long-term solar growth industry.
“The photovoltaics market is poised for significant growth, with capacity forecast to grow at a CAGR of 49 percent from 2009 to 2013,” noted Paul Semenza, DisplaySearch Senior Vice President.
“We have covered solar as part of our display-related research for more than three years, and now that our FPD clients are expanding their business operations into solar, they’re demanding greater coverage in this market segment.
“We’ve built our reputation by demonstrating our expertise and quality in the FPD supply chain and look forward to expanding our reach into solar to further help our customers make smart business decisions by providing them with the data they need the most.”
Current market research on solar and photovoltaics often covers only certain regions and types of research. Based on its reliable methodologies, DisplaySearch’s planned reports will uniquely cover global data, and cover a breadth of data including market share and market forecasts, based on technology, equipment and capacity.
In addition, DisplaySearch will utilize the supply chain analysis developed for the flat panel display market, from equipment and raw materials to end-product shipments, to analyze supply-demand relationships…
As the photovoltaics market takes off, it becomes increasingly important for the industry to have the tools they need the most to help businesses understand and capitalize on developments within this market.
DisplaySearch has been tracking the solar industry since 2006, covering photovoltaic (PV) solar cells in its newsletters and blogs, providing PV-related custom consulting, and presenting on solar at conferences.
The release of the first issue of the Quarterly PV Cell Capacity Database & Trends Report makes DisplaySearch’s proprietary solar cell capacity database and unique analysis available to clients around the world.
Using best-of-class research methodologies and a holistic supply chain approach proven in the display industry, DisplaySearch will expand its solar research offerings and support clients as they evaluate opportunities in the long-term solar growth industry.
“The photovoltaics market is poised for significant growth, with capacity forecast to grow at a CAGR of 49 percent from 2009 to 2013,” noted Paul Semenza, DisplaySearch Senior Vice President.
“We have covered solar as part of our display-related research for more than three years, and now that our FPD clients are expanding their business operations into solar, they’re demanding greater coverage in this market segment.
“We’ve built our reputation by demonstrating our expertise and quality in the FPD supply chain and look forward to expanding our reach into solar to further help our customers make smart business decisions by providing them with the data they need the most.”
Current market research on solar and photovoltaics often covers only certain regions and types of research. Based on its reliable methodologies, DisplaySearch’s planned reports will uniquely cover global data, and cover a breadth of data including market share and market forecasts, based on technology, equipment and capacity.
In addition, DisplaySearch will utilize the supply chain analysis developed for the flat panel display market, from equipment and raw materials to end-product shipments, to analyze supply-demand relationships…
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