2010年9月19日 星期日

Solar News - Asian competition pushes down solar inverter prices as market soars

Solar News - Asian competition pushes down solar inverter prices as market soars
據iSuppli研究指出, 2014 PV Inverter出貨量(23.3 million units)將是2010出貨(2.6 million)的9倍之多.
而這個市場的競爭點主要來自;
1. 一遍缺料聲中, 廠商如何取得低成本的組件來源
2. 廠商如何製造出durable耐用 又低成本的系統產品.

雖說出貨量估計到2014可達9倍的成長, 但是市場規模的金額卻是隨著售價向下調整只有約1.5倍的成長.
2010 ($5.3bn)至 2014 ($8.9bn), 看到這數字 又想到這個市場目前廠商對於PV Inverter的保固年限如此之長, 最後決戰點可能要再加一條 誰的後勤運籌成本控制做得比較好 不然光兌現保固維修 與產品單價持續向下的趨勢 銷售端衝得越快 後勤與品質沒有適當強化 終將只能當大廠的二線代工廠.

cite:
‘Thus, quality and reliability are key competitive advantages in the inverter business.’

iSuppli said critical issues experienced in 2009 that have also impacted the market this year revolve around adequate production capacity to make inverters. ‘A lingering shortage of electronic components has emerged now as an ongoing challenge for inverters,’ its report said.

iSuppli said some of the hardest components to source are Insulated Gate Bipolar Transistor modules, which have been particularly difficult to obtain and supply.

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