Taiwan Solar industry faces turbulence Taiwanese solar cell producers enjoyed a great 2013 and 2014, as USA sanctions on Chinese made solar cells forced many of the top Chinese solar panel producers such as Yingli, Jinko, Renesola and others to source solar cells from Taiwan. Another tailwind was the massive growth in the Japanese solar […]

Motech – largest Solar cell Maker Taiwanese solar cell maker Motech is set to become the world’s largest solar cell maker, after acquiring United Microelectronics subsidiary (UMC) Topcell through a share swap deal. Note, Taiwanese cell industry has been witnessing a consolidation in recent times, after being hit by US sanctions on Taiwanese made solar […]

2015 may be a flat year in terms of solar demand growth with two of the largest markets Japan and China showing declining to flat demand respectively. Other markets such as India and USA will not pick up sharply enough to offset the fall in demand from Japan. However, the market is set to see […]

Effect of US Anti-Dumping duties on China & Taiwan The US anti-dumping duties on imports of Chinese and Taiwanese solar products has upended the global solar supply chain with manufacturers of both these countries setting / shifting factories in locations other than these two countries. We have already written about how Taiwanese cell makers are […]

Effect of US Duties on Taiwan Cell Manufacturers Taiwanese solar cell producers have been the worst affected victims of the US sanctions on Chinese and Taiwanese made solar cells. Big Taiwanese companies such as Motech, Gintech and NeoSolar were seeing large sales growth, as Chinese panel producers outsourced cell production to Taiwan in order to […]

The US and European sanctions on Chinese solar panel imports have distorted the global solar supply chain and led to inefficient value chains. China circumvented the first round of US solar duties by procuring solar cells from Taiwan. But as the second round of US sanctions plugged this loophole, new loopholes are being researched. Taiwanese […]