Under the dual impact of expected market demand in the first half of 2011 and the current cold climate in Europe, research firm TrendForce pointed out that Q4 solar cell prices in 2010 will fall by 8% to 12%, The price range of 1.21 USD/watt to 1.26 USD/watt.
According to the research of TrendForce, although the average price of solar cells fell by 1 cent in September, the average price of Q3 in 2010 remained at the level of 1.43 US dollars/Watt, and the capacity utilization rate of the manufacturers remained. At the high end, it is estimated that the profitability situation can still maintain its bright eyes.
However, looking ahead to Q4 of 2010, due to the slowdown in demand in the German market, the price of the spot market in the first half of October came to the range of $1.38/watt to $1.4/watt, which has fallen by 2 to 4 cents compared with September. If you look at the December 2010 quotation, the purchase price for solar module manufacturers is as low as about US$1.3/watt, which is about 6% to 7% lower than the current price of solar cells. The display module Manufacturers have a conservative attitude toward demand in the first half of 2011 and are also in line with TrendForce’s previous forecast of 2011 global solar market demand.
If time zooms in to see the supply and demand situation of the solar energy market in the second half of 2010, although the demand strength is still robust, the manufacturers’ shipment dates are mostly set before the end of November, which makes the price response in Q4 2010 to be a decline. On the other hand, according to the latest climate forecast, it is expected that the European region will face a cold situation due to the anti-San Ying phenomenon. It is estimated that the probability of an emergency order in the European region will be low in December, which is also unfavorable to the price increase. .
TrendForce believes that the current price change of solar cells is still limited to the transactions between solar cell factories and module plants. It remains unchanged in the price of epitaxial wafers, and has not appeared due to the decline in transaction prices of downstream customers. Loose phenomenon. If the pressure of falling solar cell transaction prices continues to increase, solar cell plants will inevitably reflect costs, which will force prices of epitaxial wafers and polysilicon to be revised downwards.
According to the research of TrendForce, although the average price of solar cells fell by 1 cent in September, the average price of Q3 in 2010 remained at the level of 1.43 US dollars/Watt, and the capacity utilization rate of the manufacturers remained. At the high end, it is estimated that the profitability situation can still maintain its bright eyes.
However, looking ahead to Q4 of 2010, due to the slowdown in demand in the German market, the price of the spot market in the first half of October came to the range of $1.38/watt to $1.4/watt, which has fallen by 2 to 4 cents compared with September. If you look at the December 2010 quotation, the purchase price for solar module manufacturers is as low as about US$1.3/watt, which is about 6% to 7% lower than the current price of solar cells. The display module Manufacturers have a conservative attitude toward demand in the first half of 2011 and are also in line with TrendForce’s previous forecast of 2011 global solar market demand.
If time zooms in to see the supply and demand situation of the solar energy market in the second half of 2010, although the demand strength is still robust, the manufacturers’ shipment dates are mostly set before the end of November, which makes the price response in Q4 2010 to be a decline. On the other hand, according to the latest climate forecast, it is expected that the European region will face a cold situation due to the anti-San Ying phenomenon. It is estimated that the probability of an emergency order in the European region will be low in December, which is also unfavorable to the price increase. .
TrendForce believes that the current price change of solar cells is still limited to the transactions between solar cell factories and module plants. It remains unchanged in the price of epitaxial wafers, and has not appeared due to the decline in transaction prices of downstream customers. Loose phenomenon. If the pressure of falling solar cell transaction prices continues to increase, solar cell plants will inevitably reflect costs, which will force prices of epitaxial wafers and polysilicon to be revised downwards.
Huayuan Lighting Co., Ltd. , http://www.jslightpoles.com