- About Us
-
Research Report
Semiconductors
LED
Consumer Electronics
Emerging Technologies
- Selected Topics
- Membership
- Price Trends
- Press Center
- News
- Events
- AI Agent
The Chinese Ministry of Commerce announced on April 30, 2014, that they will impose anti-dumping and anti-subsidy taxes on European solar-grade polysilicon imports. Since China has signed a price agreement with Germany-based Wacker Chemie, the company will not be charged anti-dumping and anti-subsidy tariffs within the two-year contract period.
DuPont announced the termination of their silicon thin-film operations by the end of 2014 with gradual shut down the silicon thin-film production lines at their subsidiary company. Silicon thin-film market share is likely to keep falling in the short run, according to the analysis of EnergyTrend.
Impacted by recent market demand changes and narrowing price gaps, mono-si cell demand may increase in 2Q14, analyzed EnergyTrend, a research division of TrendForce. In regards to spot market, there is limited room for further price increases as further observations are required for supply and demand condition in 2Q. Thus, recent spot prices will continue to fluctuate.
After the PV market underwent a period of oversupply, prices have gradually hit rock bottom since 2013. Increased market demands will support prices from dropping further. Also, in the short run different supply chain segment costs have entered a bottleneck. Demand will still grow in 2014 and all first-tier manufacturers can maintain higher utilization rates in the entire year, noted EnergyTrend, a research division of TrendForce. In addition, the US-China anti-dumping and countervailing issues¬¬ will continue to affect the production utilization of Chinese and Taiwanese manufacturers. Overall, having wide regional market strategies is key to success in 2H14 for polysilicon to module manufacturers.
Recent changes in the PV market have led to China’s waning demands at the end of March 2014, while further observations are required for orders in April this year. These have led to lowered price quotes for relevant products. In other words, although there were few changes in April and May orders, price quotes have fallen. Thus, manufacturers are still conservative about price trends in Q2, analyzed EnergyTrend.
