Solar Energy Association of Japan recently released data show that 1 in March 2010, the Japanese solar total global shipments 525.787MW, compared with growth of 115.2 percent over the same period in 2009. Japan’s exports of solar cells during the period amounted to 313.352MW, annual growth rate of 83.2%, with three quarter growth, the proportion of total shipments reached 59.6%.
Boost export growth over the two major causes of Bacheng
Investment adviser in the energy industry’s chief researcher Jiang Qian pointed out that from the total point of view, a quarter of Japan’s solar cell more than 80% increase in export volume, which first of all with the current global PV market boom of the high overall. In fact, starting from the second half of 2009, with the gradual warming of the global economy, coupled with strong national government policies to promote solar energy starting to prove the pulling effect, photovoltaic industry has been showing a strong recovery trend. Into 2010 this has still not abated, thus driving the surge in demand.
China’s major PV manufacturers in the first quarter of good performance, is enough to prove the current global PV market, the high degree of prosperity. JA Solar total shipments of 272 megawatts first quarter of 2010, compared with the fourth quarter of 2009, an increase of 231 MW of 17.7%. Income of 1.9 billion Yuan more than in 2009 1.6 billion in the fourth quarter increased 17.1%. Gross margin reached 22.9%, while the 2009 fourth quarter gross margin is only 20.5%.
The LDK LDK2010 the first quarter while net sales reached 347.6 million U.S. dollars, higher than the previous quarter’s 304.6 million U.S. dollars and in 2009 over the same period of 283.3 million U.S. dollars; gross profit of 54.5 million U.S. dollars in the previous quarter to 30.2 million U.S. dollars . Gross margin was 15.7%, while the first quarter of 2009, gross margin is only 1.7%. The first quarter of 2009 compared to an operating loss of 3.5 million U.S. dollars, the company operating income for the quarter reached 33 million U.S. dollars.
Second, exports grew rapidly in Japan since 2009, also with the strong recovery of PV manufacturers. Sharp as an example by leading enterprises, the investment adviser released “2010-2015 China solar cell industry and prospects of investment analysis report” shows that in 2009 Japan’s Sharp has solar cell production to 792MW, an increase over the previous financial year nearly 90%, the volume also after the U.S. First Solar and Suntech China, was third. In addition, Kyocera 2009, shipments also reached 400MW, ranked seventh in the world.
In addition, many companies are in recent series of expansion moves, and shows that the recovery trend of the Japanese PV manufacturers. Kyocera Solar recently said in Yasu City built a new factory completed solar cells, the Kyocera solar cell expansion plans the annual production capacity of 2010 respectively by the year 2009 increased to 400MW 600MW; 2011 increased to 800MW annual renewal ; 2012 up to 1GW. In addition, Mitsubishi Electric (Mitsubishi Electric) program in 2011 will increase annual capacity to 600,000 kilowatts (KWp); Konica Minolta (Konica Minolta) said it will cooperate with the U.S. industry to enter the solar cell market. Toshiba (Toshiba) is proposed to sell in Japan, home solar power system.
Europe remains the focus of the rapid growth in the U.S. market
The sub-region, in the first quarter of Japan to the U.S. solar cell shipments 68.312MW, annual growth rate of 95.2%; of European shipments up 236.57MW, annual growth rate of 91%; other parts shipments 14.383MW , the annual reduction rate of 5.6%.
Jiang Qian pointed out that from the above data, Japan, Europe remains the main exporter of PV products, which of course is still in Europe, and the focus of the global PV market is closely related to the terminal. Solar market research consulting company Solar buzz data show that in 2009 the global solar PV installed capacity of 6.43GW, European countries, the installation of 4.75GW, the proportion of total global demand for nearly 74%.
Although in 2009 the Spanish PV market declined significantly, but Italy, the Czech Republic, France, the rapid rise of emerging markets in time to fill this gap. 2009, Italy in the use of renewable energy has made considerable progress, renewable energy generating capacity of 66 billion kwh, compared with 58 trillion kwh in 2008 increased by about 13%. All renewable energy, solar power generation is largest increase, from 19.3 billion kWh in 2008 to more than 1,000 billion kilowatt hours in 2009, an increase of nearly 5-fold.
The Czech Energy Authority’s report showed compared with 2008, the Czech Republic first half of 2009 the number of solar power plants has increased by two thirds, to 2,046. National total installed generating capacity of solar power plants increased by nearly 50% to 80.21 MW. In early 2008, the country was only 249 solar power plant, installed generating capacity of 3.4 megawatts.
In addition to continue to dominate the European market in addition, it is noteworthy that although a quarter of Japan’s solar cell shipments in the United States only for the 68.312MW, but the growth rate is over 95%, which also shows the Japanese PV huge potential for U.S. companies in emerging markets that the degree of attention.
Investment Advisor in the release of “2010-2015 China solar cell industry and prospects of investment analysis report” shows that in 2008 the global solar market, ranking the United States has 342 megawatts of capacity to rank third in the world, only behind Germany and Spain, two traditional photovoltaic powers. While the financial crisis in 2009, under the influence of the larger, but thanks to the Obama administration to support a number of new policies introduced energy industry, the growth rate of the U.S. solar market has more than 30% to about 440 MW.
Kyocera Solar has previously disclosed, for the realization of the global production goal of one billion watts of energy, the California-based solar module facility will be first half of 2010, initially targeting annual goal of 30MW modules, which can be seen as Japanese PV manufacturers with greater strength the U.S. market, a large signal.
