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Taiwan photovoltaic (PV) manufacturers have received rush orders since the end of August, leading to higher utilization rates and boosting optimism among Taiwan PV producers about demand in September. Yet Chinese demand remains weak as Chinese PV manufacturers have yet to reap the benefits of supportive Chinese government policies, such as subsidies for manufacturers.
DuPont is stepping up its attacks on the customers of its competitor Samsung SDI, alleging that by using Samsung SDI’s front-side metallization paste, they are infringing on DuPont’s own patented tellurium paste technology. DuPont is using legal channels to attempt to sever the ties between Samsung SDI and its customers, according to EnergyTrend, a subsidiary of Taiwan-based market intelligence firm TrendForce.
On August 19, the US Department of Commerce announced it had revised the preliminary anti-dumping duty on solar products produced by Motech Industries in Taiwan, causing Motech’s tariff rate to drop from 44.18%, the highest among Taiwanese producers, to 20.86%, the lowest. For other Taiwanese photovoltaic (PV) producers, the average duty rate has fallen to 24.23%.
After US announced its preliminary determination on the CVD and AD duty, the momentum in the market has turned weak rapidly. Module and cell manufacturers were the first to be challenged by the decreased capacity and increased inventory.
After the US announced its preliminary determination on the CVD and AD duty, PV makers in both China and Taiwan have been confronted by high tariff rates. Module and cell prices shipped to the US have started to increase substantially, and thus led to solar investment cost uptick in North America. However, thin-film products were not covered in the investigation this time. Therefore, North America will have great potential for thin-film makers, according to EnergyTrend.
