motech
September 28, 2017
Gintech, Motech, Tainergy, and NSP to Form an Alliance Taiwanese solar cell manufacturers have always been in a troublesome spot due to their lack of end customer touchpoints. […]
June 6, 2013
Neo Solar and Del Solar Merger Consolidation in the global solar industry continues at an accelerated pace with companies exiting the solar business, bankruptcies being announced, takeovers […]
May 10, 2013
The EU-China Solar Trade War The European Commission has decided to impose ~40% duties on Chinese solar panel imports from 6th June. This will mark the […]
November 21, 2012
Consolidation is the new way for Solar Companies to Suvive Consolidation in the global solar industry continues at an accelerated pace with companies exiting the solar […]
September 21, 2012
China is the world’s largest manufacturer of solar panels and its intermediates like crystalline silicon ingots, wafers and cells. The country is also the biggest exporter […]
August 22, 2012
Sharp Solar Panels There have been hundreds of solar bankruptcies in the last couple of years as solar panel prices have gone down by almost 65% […]
July 2, 2012
The news report on Department of Energy informing of Abound Solar demise surprised many people and led to the usual media excitement of Obama’s faulty loans […]
March 15, 2011
The Taiwanese Solar Industry has become the 2nd largest in the world following in the footsteps of China.Taiwanese Solar Industry has a longer history than the Chinese with Solar Cell Makers Motech and E-Ton establishing themselves globally way back in 2006.However the steep fall in solar panel prices following the Lehman crisis had led to losses for these companies as the Chinese companies surged ahead using their low cost manufacturing.The crisis also led to the emergence of newer Taiwanese companies like Gintech,Neo Solar which are growing at extremely fast rates.Note Taiwan is a hub of semiconductor manufacturing with leading companies like TSMC,AUO,UMC,HTC etc.Solar Industry uses many of the same technologies,raw materials and techniques common to semiconductor and Display Panels Production giving Taiwanese firms a natural advantage.Taiwan has been predominantly present in the crystalline Solar Cell part of the supply chain and lacks a big manufacturer of polysilicon ( though a facility has been started).The lack of vertical integration has also made the costs of the Taiwanese industry higher.The entry of large companies like AUO,TSMC has further increased the competition in the Taiwanese market.Note Taiwan's government has also promoted the use of solar energy in the country through the use of a Feed in Tariff program.
February 28, 2011
Crystalline Solar Cell Suppliers are fast disappearing due to the changing dynamics of the global c-Si Solar Panel Industry.With vertical integration becoming imperative as margins and prices get squeezed,independent solar cell suppliers are having a tough time.Increasing raw material costs in terms of higher polysilicon and solar wafer prices and competition from numerous players has decreased the number of pure play solar cell suppliers.However a few of the top solar cell producers continue to grow and flourish though they are also entering into other segment of the PV solar supply chain.Most of the independent solar cell suppliers are from Taiwan and some from China.European solar cell producers have mostly disappeared due to the high cost base of the European factories.Note this list is mostly composed of solar cell producers who don't have big module making operations.You can find a list of the top solar energy companies most of which make solar cells as well.
February 18, 2011
Solar Energy is the fastest growing renewable energy source in the world and has shown tremendous growth in the last 2-3 years.This has been driven by a more than 50% decline in Solar PV costs which continues to decline further.With further increase in energy prices,Solar Power is becoming closer and closer to retail electricity price.Not only is the price declining,solar power is clean energy a most valuable feature in these days of accelerating climate change.Solar Energy has already reached grid parity in places like Italy and Hawaii and will do so in more places in the coming 2-3 years.The industry is a dynamic one and the list of top solar companies can change quickly.Rapid Technology Change and Fast Declining Costs have pushed out most of the Top 10 companies of 5 years ago and brought in new ones mainly Chinese.Here is a list of the Top Solar Panel Producers in the World.
December 14, 2010
Taiwan which had set a cap restricted solar feed in tariff program in 2009 is set to change the subsidies to reflect the decreasing costs of solar energy.Note Taiwan is one of the biggest solar cell producers in the world,next only to China.A number of its world class companies like TSMC and AUO have made major investments into solar energy recently.It already has big pureplay solar cells companies with Gintech and Motech amongst the top 10 world solar cell producing companies.A big domestic market is a good testing ground for new companies and technologies.Taiwan is now set to change renewable energy subsidies for wind and solar energy.Solar Energy subsidy for 2011 will be lowered while for wind energy it will be increased.Renewable Energy in Taiwan - Feed in Tariffs Wind to be strangely Increased while for Solar Sensibly Decreased
November 13, 2010
However Solar Capacity in the Industry has increased rapidly particularly in Taiwan and China.Besides Semiconductor and LCD Heavyweights like AUO and TSMC have made huge investments into Solar Production.Korean Companies are too making a strong entry into the already crowded segment.Despite some capacity build in the wafer and module parts of the supply chain,Taiwan remains largely a cell producer.Compared to the integrated Chinese producers like Trina,Yingli,LDK and others,Taiwanese Solar Makers are vulnerable to sharp price cuts.They depend on European customers who are largely uncompetitive and would face huge pressures with the decline in the German market.Chinese producers have much lower costs due to their vertical integration which currenly most Taiwanese lack except Motech.Taiwanese Cell Capacity is set to increase manifold next year from the current 5 GW.Most of the Tier 2 Cell Producers would be running empty while even Tier 1 players will see a sharp decrease from this year.
August 16, 2010
A Number of new Solar Companies have followed Motech into this industry and are currently challenging it for Pole Position.Gintech,Neo Solar,DelSolar are some of biggest Solar Cell Producers in the world now gaining from the worldwide boom in solar demand in 2010.These companies have reported sold out capacities in 2010 and strong profits benefiting from the generous European subsidies for Green Energy.However these companies are vulnerable to demand fluctuations as they lack the vertical integration capabilities of mainland Chinese companies like Trina and Yingle
June 18, 2010
Taiwan Companies Ramping up their Solar Plans Taiwan based semiconductor company TSMC ( Taiwan Semiconductor Manufacturing Corporation) is getting serious about investing in Solar Energy.Other Taiwanese […]