PV Economics and Supply Chain Health
This blog focuses on the economics and health of the PV supply chain, examining which layers and business models of the PV supply chain are the healthiest and why. It covers polysilicon, wafer, cell, module, inverter and systems integrators, supply, pricing, demand, government policies and more.
Quantifying Q3’09 Results
I mentioned in my first blog that the PV market has recovered in Q3′09, but let me now try and quantify it. The exact details can be found in our latest Weekly PV Supply Chain Health Report. As indicated:Revenues surged for most layers of the PV supply chain in Q3′09, as shown in Figure 1. This data is segmented by primary output of the company, so a company that produces wafers, cel ...... Read More
Comments (0)Fear and Anxiety Over Feed-in Tariffs Accelerate PV Market Recovery
The PV market more than recovered in Q3′09. In fact, it reached new highs in quarterly revenues for some layers of the supply chain, as shown in the figure. In addition, the weak seasonality that many analysts predicted from December through March of 2010 is no longer expected, price reductions are slowing and margins are projected to increase through the first half of 2010. Solar stock pri ...... Read More
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