Components | February 17, 2012
2Q12 solar industry outlook remains conservative
According to EnergyTrend, benefitting from the rush orders in Q1, first-tier manufacturers managed to keep their capacity utility rate above 80% while second-tier manufacturers above 50%.
Although manufacturers take optimistic attitude toward 1Q12, there are some factors affecting the solar industry development. First, system manufacturers’ installation progress has been delayed as snowy weather continues to grip Europe. Second, rumors of Energy Conversion Devices (ECD)’ bankruptcy have put solar industry development in doubt. As severe snow storms have descended on Europe for days, most solar markets, including Germany, are putting their system installation on hold. However, EnergyTrend research indicated that the harsh weather has not stopped system manufacturers from pulling inventory. They expressed that system vendor’s sales channels were spread mainly across the European markets, which allowed them to adjust modules supply orderly based on demand and to resume installation when weather is less severe in Germany. However, it is worth paying attention to whether small or medium system manufacturers without sales channels are affected by the weather, with inherent inventory accumulation that brings financial is cutting subsidy in April. An estimate based on information from several sources puts the reduction at about 10% to 15%. EnergyTrend estimates that in order to prevent further loss on inventory valuation caused by the weather, orders will reach its peak by the end of February or early March. On the other hand, ECD, Uni-Solar’s parent company, filed for bankruptcy, have raised concerns in the PV industry development. Uni-Solar focused on flexible thin-film, according to EnergyTrend’s survey, their target market remains the niche market segment, focused on the U.S. and European roof-tops. Since ECD has faced management problems for a while, the declaration of bankruptcy is just a matter of time. PV manufacturers indicated that this incident does not have a significant impact on the PV industry development. However, it is important to further follow-up on whether Uni-Solar can be sold successfully as well as the final buyer’s background. As for this week’s spot prices, according to EnergyTrend’s research, lowest polysilicon price has increased to US$27/kg, while the average price rose to US$29.68/kg, a 1.23% increase. Si wafer price range remained stable, with the multi-Si wafer’s ASP rising to US$1.201/piece, a 1.01% increase. The mono-Si wafer’s ASP increased slightly to US$1.601/piece, an increase of 0.31%. EnergyTrend stated that the high-efficiency Si wafer products are now in shortage, which cannot be solved in the short run. In terms of general Si wafer supply, since Chinese manufacturers returned to work, the future market development is needed to be observed. As for solar cells, this week’s average price still showed a slight uptrend with average price at US$0.52/Watt, a 0.58% increase. This week’s solar module price showed a slight decrease, with average price at US$0.871/Watt, an decrease of 0.8%, affected by general product price dropped by Chinese module makers. Furthermore, high-efficiency PV module price still remained at high level, stayed at US$0.9/Watt.
Ingun's going global; expands in Latin America and Eastern Europe Benjamin Sontag (INGUN Prüfmittel GmbH) gave a short update on expansion plans in Latin America and Eastern Europe.
Yageo to acquire KEMET in a $1.8 billion deal Yageo Corporation and KEMET Corporation have entered into a definitive agreement under which Yageo will acquire all of the outstanding shares of KEMET’s common stock for USD 27.20 per share in an all-cash transaction valued at USD 1.8 billion.
EVG and DELO partner to expand materials and process capabilities Supplier of wafer bonding and lithography equipment for the MEMS and semiconductor industry, EV Group (eVG), is partnering with DELO, a manufacturer of industrial high-tech adhesives, in the area of wafer-level optics.
Osram recommends current takeover offer from ams Osram says it has concluded a business combination with Austrian chipmaker ams and is recommending its shareholders to accept the current takeover offer.
Sponsored content by NCAB Group Benelux B.V.Failure is not an option for a PCB More than 30% of the Gerbers NCAB Group Benelux B.V. reviews, have problems. However, the PCB are integrated in key end-user product with more and more High Tech PCB. We are here to support you on the new technologies growth to maintain a high reliability and quality. Contact us to review it together.
EpiWorld speeds up commercialisation of SiC devices with AIXTRON AIXTRON SE has provided an AIX G5 WW C system to EpiWorld International Co., Ltd for the further development of next generation silicon carbide (SiC) epitaxial wafers mainly used for the manufacturing of power devices for automotive applications.
FlexEnable makes acquisition for flex displays FlexEnable, developer of flexible organic electronics, has purchased Merck's portfolio of high-performance organic thin-film transistor (OTFT) materials.
Samsung’s CPU project ends, layoffs in CA and TX Samsung has confirmed in a letter to the Texas Workforce Commission that layoffs as a result of the closure of the CPU project at the Samsung R&D Center (SARC) in Austin, Texas and the San Jose Advanced Computing Lab (ACL) in San Jose, California, will begin December 31.
Marvell completes acquisition of Avera Semi Marvell has completed its acquisition of Avera Semiconductor, the Application Specific Integrated Circuit (ASIC) business of GlobalFoundries.
IAR Systems opens office in Taiwan Swedish IAR Systems, a supplier of software tools and services for embedded development, says the company is expanding in Asia with the opening of an office in Taipei, Taiwan.
ZF and Cree partners up to advance the electric drive ZF Friedrichshafen is teaming up with silicon carbide semiconductor specialist Cree, to create industry-leading, highly efficient electric drivelines.
Sponsored content by EsemdaContract manufacturer Esemda opens new facility in Vilnius and expands EMS The new facility has been built with reserved space for future expansions. As Esemda constantly grows, it is of great importance to be able to rapidly increase production capacity in large volumes.
Broadcom completes acquisition of Symantec Enterprise Security business Semiconductor company Broadcom, says that the company has completed its acquisition of the Enterprise Security business of Symantec Corporation
AVX acquires Chengdu OK New Energy AVX Corporation says it has completed the purchase of Chengdu OK New Energy, Ltd. (COKNE).
Vesper names new SVP of worldwide sales & business development MEMS sensor company Vesper, announces that Lorenzo Ponzanelli has joined the company as senior vice president of worldwide sales and business development, overseeing sales strategy and execution to drive global growth.
Gigaphoton establishes new company in China Gigaphoton, a manufacturer of light sources used in semiconductor lithography, says it has established and started running the business of a new company – Gigaphoton China Inc. in China.
Sponsored content by SourcengineComponent Aggregators vs E-Commerce Marketplaces What is the difference between electronic component aggregators and a marketplace?
67% of a buyer’s journey is now done digitally. Learn how marketplaces emerged as full-cycle procurement platforms and challenged the traditional component aggregators.
Prepare, adapt & overcome - how ‘to Brexit’ The looming, but yet unknown, effects of Brexit have forced companies to prepare for whatever may come. But how does one really prepare for unknown consequences?
Acal BFi signs pan-European agreement with Champs Technologies Acal BFi says it has added Champs Technologies to its magnetics portfolio. Acal BFi is a Europe-wide specialist technology supplier and design partner with a specialist portfolio of magnetic cores and inductive components products and services.
POET’s sale of DenseLight Semi to close POET Technologies Inc. announced the sale of its subsidiary, DenseLight Semiconductors Pte. Ltd. to DenseLight Semiconductor Technology (Shanghai) Co. Ltd. is scheduled to close on or before Friday, November 8, 2019.
Odyssey Semiconductor picks up wafer fab Ithaca, New York’s Odyssey Semiconductor Technologies, specializing in high-voltage power switching components and systems based on proprietary gallium nitride (GaN) processing technology, has acquired an integrated semiconductor design, fabrication, test, and packaging facility.
Sponsored content by Nordson ASYMTEKStart-to-finish conformal coating with reliability and efficiency Nordson ASYMTEK’s flexible, modular, Panorama™ S-Line delivers conformal coating process control in a space-saving footprint with overlapping line processes that minimize manufacturing floor space. This innovative, patent-pending line layout trims 50% of the line’s length by using the lower compartment in each piece of equipment for functional use. Combined with Nordson ASYMTEK’s global support, this complete conformal coating line delivers quality, product reliability, efficiency, and safety for all your conformal coating applications.
RBVC, Ford and BMW invests in flexible electric circuit start-up Robert Bosch Venture Capital GmbH (RBVC), the venture capital company of the Bosch Group, announces that it has completed a series B follow-on investment in CelLink Corporation.
Alex Davern to step down as CEO of National Instruments NI has announced that Alex Davern will step down as Chief Executive Officer of the company, effective January 31, 2020. The NI Board of Directors has appointed current President and COO, Eric Starkloff, as NI President and CEO, effective February 1, 2020.
RoodMicrotec takes leading role in APPLAUSE A consortium of 31 key players for packaging of electronics, optics and photonics, equipment suppliers and testing experts from 11 countries launched a new project, “Advanced packaging for photonics, optics and electronics for low cost manufacturing in Europe,” simply called APPLAUSE.Load more news