Monday, October 18, 2010

Price of solar cells or bottom out

Price of solar cells or bottom out


Solar cells from the 4th quarter, began to cut production, the recent play seems to gradually cut overall effect, prices began to have stabilized, customers are asked about signing an increase in the frequency of a phenomenon, but solar industry said, because the prices close to low water level, current price contract to worry about the price rebound in 2009, but in a wait and see attitude.


Solar subsidy policy by the Spanish exchange in September and the financial turmoil, the two sides thereof facing the solar industry, orders for instant shrink dilemma facing the 4th quarter of unprecedented proportion of high inventories and cut-off, many small solar cells Factory 11,12 revenue contribution is minimal, and substantially cut the other side of the wave of layoffs is not stopped.


Continuing pressure to enlarge the environment, coupled with the financial turmoil caused by the financing, the price of solar cells fell sharply rare show from the August peak of the highest per-watt shouted 3.5 to 3.8 U.S. dollars, to 12 months outcry spacing of continually expanding, 2.1 ~ $ 3 per watt, the water level has a turnover of examples, highlighting the market clutter.


But 2.1 to $ 2.2 per watt, low price of water, solar-cell factory for most purposes are bottom of the price, if the source material procurement costs are not competitive, then the price of losing money is more likely the water level, in consideration of the new polysilicon material sources out of the situation is still poor, the source material prices fall again space is limited, therefore the price hit bottom solar cells, recently has attracted many of the module factory initiative to ask, hoping to sign at this price in a single year in 2009 contract.


Motech that appears in late December, the battery tends to decline in value does have a smooth trend, but their prices Motech level remained at 2.4 to 3 dollars per watt, the current prices are still unable to accept the low water level, in particular, Many signed their long, in fact, the price level are quite good, the quality requirements of the client better than the price gap.


Yi Tong pointed out that late December price decline in the battery does have the phenomenon of stabilization, which should be attributed to solar-cell factory in Taiwan to quickly adjust production capacity caused by the recent initiative to ask the client to sign a short about 1 year did increase the frequency, but consider the price of a rebound in 2009, the opportunity is still waiting to see, do not intend to rush contract, resulting in loss of future unnecessary post.


Solar industry said the price bottomed out yet wait and see but the demand stabilized, so the industry will continue as both sides expected the order to determine the capacity of the hands of utilization rate, estimated the short term will help to increase the stability of prices.



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