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PV Price Trends to Diverge Between China and Other Regions This Third Quarter as the U.S. Decides on Suniva’s Petition, Says TrendForce

29 June 2017

The latest PV market analysis by EnergyTrend, a division of TrendForce anticipates falling prices across the supply chain this July, but the overall decline will not be as steep as the one occurred in the same period a year ago. Though the Chinese government will implement a cross-board subsidy reduction at the end of June, some of the country’s PV projects have a temporary reprieve. Furthermore, China’s solar demand is still being supported by installations related to the Top Runner Program and the PV Poverty Alleviation Project. These factors will moderate the price decline during the early third quarter.

Accident at LGD’s Gen-8.5 Fab in South Korea Will Tighten Supply for Large-Size LCD Panels This Third Quarter, TrendForce Reports

27 June 2017

LG Display (LGD) suffered a serious disruption to its production of large-size LCD panels on June 24, when a deadly accident occurred at its P8-1 panel fab in Paju, South Korea. The Gen-8.5 has been shut down for repair and investigation by the local authorities. WitsView, a division of TrendForce, states that this incident will have a major impact on the supply of large-size panels in the third quarter. While panel quotes have softened during the second quarter, the third quarter will see a return of seasonal demand from device vendors. The accident at P8-1 will contribute to a tightening of the supply and help prop up prices to some extent.


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