For Chinese solar manufacturers, the fourth quarter is the most important time for solar photovoltaic installations. It is then that Chinese vendors speed up deployment to meet the central government’s annual targets. The Chinese government’s support for renewable energy bolsters their efforts. If that support continues, the productivity of Chinese solar manufacturers will increase in tandem.
n the past, Europe accounted for the greatest share of global solar demand and dictated the market’s movements, but as the Asia-Pacific market fast expands, China and Japan are playing a much larger role. Demand from those two Asian countries usually rises sharply in the fourth quarter and carries through to the first quarter of the following year.
Although supply and demand are fluctuating heavily in the global solar market, the market’s preference for high-efficiency products has remained consistent, with Taiwan manufacturers leading the way, according to EnergyTrend, a subsidiary of the Taiwan-based market intelligence firm TrendForce.
More than a month after the US International Trade Commission's (ITC) anti-dumping and countervailing duties ruling against China's and Taiwan's solar makers, the effects of that decision continue to shape those firms’ business strategies. Amidst trade disputes with the US and EU, Chinese solar manufacturers have begun moving production offshore over the past two years, said Jason Huang, a research manager at EnergyTrend, a subsidiary of the Taiwan-based market intelligence firm TrendForce.
The China National Energy Administration issued a new policy on September 4 aimed at bolstering the distributed solar photovoltaic (PV) market. “This new policy will loosen current regulations, which will give the market a needed push,” said Arthur Xu, a research manager at EnergyTrend, a subsidiary of the Taiwan-based market intelligence firm TrendForce.