Solar Summit 2011: The Inverter Market: Cheap, Flat and Crowded : Greentech Media
2011 Inverter市況論述, 由於2010的原料短缺與市場搶佔高額FIT, 造成供應不及需求的效應很難在2011重複出現. 目前市場上價格將持續趨軟, 且至2010年底台面上廠商的年產能總和已經達到32GW, 很明顯的已經由賣方市場快速的轉為買方市場.
此份文章中臺灣的Delta與施耐得, 愛波比, 西門子等列為主力廠商.
至於領導廠商有哪些: SMA, Powerone, KACO, Fronius, new energy
台灣與中國廠商被列為低價挑戰者的market segment包含
科風與Motech.
這個市場最終還是以stability與quality決勝負 不論是強調cost或最佳效率得新技術
, though some manufacturers have indicated that cuts in initial $/W need to be balanced with reliability and quality concerns
低價雖然有其市場, 但是從market share分析, 目前仍然是大者恆大, 強者恆強的態勢... 如SMA通過UL準備攻入北美市場, SolarEdge等module level optimization的inverter技術:
The competition will rise in North America, too, as European challengers seek the next growth market. New U.S. production facilities like those announced by KACO New Energy, Power-One, Ingeteam, and Delta/LTi Reenergy show that European players are dedicated to establishing a long-term presence in the North American market
On a collision course with traditional inverters are micro-inverter and distributed optimization players, whose market grew over 125% in 2010. While Enphase generally receives most of the buzz with its estimated 17% share of the U.S. residential market in 2010, SolarEdge has relatively quietly shipped over 50 MW in the same period. These two market leaders represent a combined $167 million plus in venture capital backing, and the brimming war chests have allowed for aggressive global expansion campaigns. Nevertheless, there are dozens more in the space maneuvering for an edge; in just the first two months of 2011, there has already been one un-stealthing, several new product announcements, and entrances into the multi-MW market.
2011 Inverter市況論述, 由於2010的原料短缺與市場搶佔高額FIT, 造成供應不及需求的效應很難在2011重複出現. 目前市場上價格將持續趨軟, 且至2010年底台面上廠商的年產能總和已經達到32GW, 很明顯的已經由賣方市場快速的轉為買方市場.
此份文章中臺灣的Delta與施耐得, 愛波比, 西門子等列為主力廠商.
至於領導廠商有哪些: SMA, Powerone, KACO, Fronius, new energy
台灣與中國廠商被列為低價挑戰者的market segment包含
科風與Motech.
這個市場最終還是以stability與quality決勝負 不論是強調cost或最佳效率得新技術
, though some manufacturers have indicated that cuts in initial $/W need to be balanced with reliability and quality concerns
低價雖然有其市場, 但是從market share分析, 目前仍然是大者恆大, 強者恆強的態勢... 如SMA通過UL準備攻入北美市場, SolarEdge等module level optimization的inverter技術:
The competition will rise in North America, too, as European challengers seek the next growth market. New U.S. production facilities like those announced by KACO New Energy, Power-One, Ingeteam, and Delta/LTi Reenergy show that European players are dedicated to establishing a long-term presence in the North American market
On a collision course with traditional inverters are micro-inverter and distributed optimization players, whose market grew over 125% in 2010. While Enphase generally receives most of the buzz with its estimated 17% share of the U.S. residential market in 2010, SolarEdge has relatively quietly shipped over 50 MW in the same period. These two market leaders represent a combined $167 million plus in venture capital backing, and the brimming war chests have allowed for aggressive global expansion campaigns. Nevertheless, there are dozens more in the space maneuvering for an edge; in just the first two months of 2011, there has already been one un-stealthing, several new product announcements, and entrances into the multi-MW market.
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