2014 solar photovoltaic industry development trend

Abstract 2013---In 2014, China, Japan and the United States accounted for about 50% of the global market share. However, with the recovery of the European market and the rise of emerging countries, the supply and demand of global solar energy will become more balanced. Green Energy, a global market research organization, TrendForce...
In 2013---2014, China, Japan and the United States accounted for about 50% of the global market share, but with the recovery of the European market and the rise of emerging countries, the global supply and demand of solar energy will become more balanced. Huang Gonghui, research manager of EnergyTrend, a green energy business unit of TrendForce, a global market research organization, proposed three major solar industry trends worthy of attention in 2014, including high-efficiency products, energy storage packages, and restructuring. Efficient products become the mainstream in the market. At the end of 2014, the efficiency target of polycrystalline silicon cells reached 18%. Although there are still many manufacturers actively developing various solar technologies in the market, the most mainstream demand in the market is still crystalline silicon products, of which polysilicon products are due to price. Good quality and its specifications are the easiest for power plant design and inverters, so it is the most popular in the market.

Since 2013, the demand wattage of components has risen from 240 watts to 250 watts. The most commonly used cell efficiencies are 17.2 to 17.6% of polycrystalline silicon cells. As the high-efficiency products of silicon chips continue to improve, downstream manufacturers also hope to obtain higher wattage components. It is expected that the demand for products will increase to 17.6~17.8% in the first half of 2014, and 60 modules are equivalent to 250/255 watts, 72 The chip component is 300/305 watts, and by the end of 2014, the mainstream products will provide 255 watts and more than 305 watts for 17.8-18%. The stronger the demand for energy storage products, the complete set of commodities is the key to the next market development. With the reduction or even cancellation of subsidies for various countries, the pace of solar energy development in most countries is now adjusted to encourage self-use or to regulate peak power. At the same time, with the development of large-scale power plants in mature countries slowing down, small-wattage residential systems have emerged, and energy storage has become an indispensable trend in solar energy applications.

In addition to the reduced cost of solar power generation, the energy storage subsidy policies of Germany and Japan also bring new targets to the market. EnergyTrend believes that the energy storage system is less likely to be sold on its own. It is a more likely form for the existing solar energy manufacturers to form a complete system. At the same time, the Chinese manufacturers that export the most components are subject to pricing restrictions in Europe. Selling in a complete system in Europe will also be a better business model.

At present, small household solar energy systems are equipped with more than 3~7kWh of energy storage. The original energy storage system will double the cost. However, if the subsidy and future energy storage batteries continue to cut prices, the solar energy system including energy storage will be in 2014. Only about 1.3 to 1.7 times the original solar system. As the market expands and electricity prices continue to rise, energy storage will further develop in 2014. Integration and mergers and acquisitions, where newcomers will appear and change hands is one of the highlights of 2013. Not only in China, but Tongwei took over Hefei Saiwei and Shunfeng entered the reorganization of Suntech, and overseas Solarworld also acquired Bosch Solar. At the same time, Chint Solar also launched a plan to acquire the Conergy component plant.

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