Global Solar Technology - German solar suppliers face growth spurt and consolidation phase, reveals Ventizz study
這是一份德國觀點的報告, 對於德國在PV產業的爆發性成長後所面對的競合問題 有些許的描述與擔憂(德國觀點).
The key points are as follows:
* Majority of companies questioned forecast industry consolidation
* Production and sales increasingly shifting to Asia
* Strong growth forecast, in particular in thin-film technology and for crystalline solar modules
底下是該研究報告針對德國22家太陽能業者採訪時, 業者對目前太陽能產業最在意的議題如下:
* Consolidation – Sellout of top German technology to be expected
產業整合, 德國技術可能會被有錢的外資併購
* Internationalization – Migration of production facilities foreseeable
國際化, 量產與成本緊密相關的部分會轉往亞洲生產
* Industry mood – Professionalization required
專業化的工業水準, 太陽能要更多的專業與R&D... 水電行的業務是多數人的第一觀感, 但是在德國已經慢慢將其視為專業且越來越多的investment在這行業, research and development (63.6%), sales (36.4%) and excellent employees (36.4%).
* Financing/private equity – Capital with expertise is the key to success
靠自己向銀行借錢已經不符成長趨勢, 除了股票IPO也有不少私募的例子.
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