2011年4月7日 星期四

KW14 | IMS Research: PV inverter sales fell 24% in 4Q 2010 to USD 1.6 billion - SolarServer

KW14 | IMS Research: PV inverter sales fell 24% in 4Q 2010 to USD 1.6 billion - SolarServer

IMS最新報告顯示, 全球PV Inverters市場... 其實在2010 Q4就已經內傷了, 20GW的產品在全球市場流竄, 扣掉已經安裝以及SMA的市占...

持續示警狀態:
"Very weak" demand projected for Q1, Q2 2011

2010年度的 GW的庫存 目前還有不少放在冷凍庫:
IMS states that during the quarter, shipments remained strong despite less demand and high inventory levels, and that factory-gate prices fell 4% overall. The company expects further declines and very weak demand in the first and second quarters of 2011, and notes that several GW of inventory is currently held throughout the supply chain.

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