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The growth potential in North America has always fascinated PV makers, and US’s affirmative preliminary determination on the anti-dumping (AD) duty of this time would be the key to Chinese and Taiwanese PV makers’ future in North America. How these manufacturers obtain favorable positions afterwards remains to be seen.
The US Department of Commerce (DOC) announced the result of the anti-dumping (AD) preliminary affirmative determination on July 25th. While Chinese PV products shipped to the US were imposed AD tax rates of 26.33%-58.87%, Taiwanese PV products shipped to the US were imposed AD tariff rates of 27.59%-44.18%. “The gap between Taiwan’s and China’s tax rates was small, which constrained Taiwan to increase its competiveness. Instead, it’s a frustration to Taiwan’s PV industry as Taiwan will lose many orders transferred from Chinese manufacturers. Overall, it will be a huge challenge to relevant makers in the future,” said Arthur Hsu, research manager of EnergyTrend.
PV manufacturers are now on their toes anticipating the preliminary verdict for product dumping announcement by the end of July. Prices within the PV supply chain continue to drop due to low season and weak demand in China and Japan. Among all, Taiwan’s cell prices have declined significantly.
PV manufacturers are still conservative about market demand even though the result of the US-China anti-dumping preliminary verdict will be announced soon. These circumstances have led to weak demand in July and slow stock clearance have led to high inventory levels within the overall supply chain. Recent market prices have also substantially declined and certain quotations even decreased below manufacturers’ breakeven point, which in turn led to lowest OEM prices in recent times, according to EnergyTrend, a subsidiary of Taiwan-based market intelligence firm TrendForce.
Impacted by the US-China trade war, PV cell manufacturers’ utilization rates continued to drop in June, and thus affected manufacturers’ sales performances, according to EnergyTrend.
