Global Solar Technology - Solarbuzz raises global photovoltaic 2010 market forecast to 15.2 GW

Global Solar Technology - Solarbuzz raises global photovoltaic 2010 market forecast to 15.2 GW
SolarBuzz估計, 2010年全球PV Module市場將成長至15.2GW, 2009為7.5GW. 這個預估有沒有根據? 有, 據報導目前可掌握的數據到Q3已經達到12.7GW. 這大概是六月股災太陽能族群硬挺的理由之一吧.

並提出幾點highlights, 直接貼:

1. Estimated upstream inventory days remain flat from end Q1’10 to end Q2’10; whereas downstream days fall to one-third of their end Q1’10 level.

2. In Q1’10, there was a sharp rise in cell capacity utilization, with many of the market leaders in practice working at full capacity during the second quarter.

3. Among the leading cell manufacturers, Sharp took a clear #1 global position in Q1’10, measured on total revenues. In a close #2 and #3 position were Suntech Power and First Solar. First Solar also retained first place in MW production terms.

4. Asian manufacturers exhibit steady Q/Q gross margin improvements, a testimony to their success at bringing down unit costs.