A few days ago, the reporter learned from Solarbuzz that according to its latest global PV manufacturers, production capacity and equipment quarterly report (PVEquipmentQuarterly) data, compared with the highest point in the past eight seasons, the third quarter solar cell orders shipment ratio fell to 1.16. In addition, the growth rate of open orders for solar cell manufacturing equipment fell to single-digit levels. This trend is similar to that observed after the peak of solar cell equipment orders at the end of 2008.
The rapid expansion of solar cell production also provides a huge market for equipment manufacturers, but the latest data requires companies to be more cautious. According to Solarbuzz data, the order shipment ratio in the second quarter of this year was the peak of the past two years, and then began to decline. Solarbuzz senior analyst Finlay Colville said that solar cell manufacturing equipment suppliers have accelerated delivery speeds in the first half of 2010, with strong demand for orders. The direct result is that the order shipment ratio has fallen to 1.16. This result is also in line with the third quarter's financial revenue report of major solar cell equipment suppliers.
The order shipping ratio is the total amount of orders divided by the total shipping amount in a specific period of time, which is the ratio of equipment supply chain demand and supply. A ratio greater than or equal to 1 indicates strong market demand. Conversely, a value below 1 is a signal of weak equipment demand.
Insiders said that this data shows that market demand is still strong, but demand has also been reduced.
It is understood that in 2009 the solar cell manufacturing equipment market has shrunk dramatically. This year, with the promotion of the Midwest economic stimulus policy, the low-carbon environmental protection industry is rapidly taking up positions, and the solar photovoltaic industry is blooming all over the world. As a result, equipment manufacturers increase their shipments. Solarbuzz data shows that in 2010, solar cell manufacturing equipment revenue will reach the level of more than 10 billion US dollars as expected, and large companies such as AppliedMaterials also become the first one in the one-year equipment orders amounted to 1 billion US dollars in equipment manufacturers. Many other equipment suppliers also said that their 2010 solar cell equipment revenue also exceeded 500 million US dollars.
Solarbuzz data show that in 2010, single-crystal silicon (c-si) batteries will account for 85%-90% of solar cell manufacturing, subdividing sources of revenue for solar cell manufacturing equipment, mainly from monocrystalline silicon (c-Si) and thin films ( TF) Contribution of battery technology. In fact, the second wave of thin-film battery investment peaks is expected to fall in the first half of 2011. With the current plant and plant expansion plans, it is expected that there will be strong demand for equipment.
However, the Solarbuzz report also pointed out that compared to the currently known capacity expansion, the demand for solar cell modules in the downstream in 2011 was rather uncertain due to the revision of the subsidy policy. Therefore, it is particularly necessary to confirm the recently announced 2011 expansion plan, and monitor the progress and schedule of the expansion to assess whether the supply capacity of the first-line solar cell plant will be oversupply.
The rapid expansion of solar cell production also provides a huge market for equipment manufacturers, but the latest data requires companies to be more cautious. According to Solarbuzz data, the order shipment ratio in the second quarter of this year was the peak of the past two years, and then began to decline. Solarbuzz senior analyst Finlay Colville said that solar cell manufacturing equipment suppliers have accelerated delivery speeds in the first half of 2010, with strong demand for orders. The direct result is that the order shipment ratio has fallen to 1.16. This result is also in line with the third quarter's financial revenue report of major solar cell equipment suppliers.
The order shipping ratio is the total amount of orders divided by the total shipping amount in a specific period of time, which is the ratio of equipment supply chain demand and supply. A ratio greater than or equal to 1 indicates strong market demand. Conversely, a value below 1 is a signal of weak equipment demand.
Insiders said that this data shows that market demand is still strong, but demand has also been reduced.
It is understood that in 2009 the solar cell manufacturing equipment market has shrunk dramatically. This year, with the promotion of the Midwest economic stimulus policy, the low-carbon environmental protection industry is rapidly taking up positions, and the solar photovoltaic industry is blooming all over the world. As a result, equipment manufacturers increase their shipments. Solarbuzz data shows that in 2010, solar cell manufacturing equipment revenue will reach the level of more than 10 billion US dollars as expected, and large companies such as AppliedMaterials also become the first one in the one-year equipment orders amounted to 1 billion US dollars in equipment manufacturers. Many other equipment suppliers also said that their 2010 solar cell equipment revenue also exceeded 500 million US dollars.
Solarbuzz data show that in 2010, single-crystal silicon (c-si) batteries will account for 85%-90% of solar cell manufacturing, subdividing sources of revenue for solar cell manufacturing equipment, mainly from monocrystalline silicon (c-Si) and thin films ( TF) Contribution of battery technology. In fact, the second wave of thin-film battery investment peaks is expected to fall in the first half of 2011. With the current plant and plant expansion plans, it is expected that there will be strong demand for equipment.
However, the Solarbuzz report also pointed out that compared to the currently known capacity expansion, the demand for solar cell modules in the downstream in 2011 was rather uncertain due to the revision of the subsidy policy. Therefore, it is particularly necessary to confirm the recently announced 2011 expansion plan, and monitor the progress and schedule of the expansion to assess whether the supply capacity of the first-line solar cell plant will be oversupply.
Shitong Welding Equipment Co., Ltd. , http://www.tzweldingmachine.com