Electronics Production | June 25, 2012
Solar wafer and cell prices remain on slight uptrend
According to EnergyTrend, a research division of TrendForce, affected by economic instability in the eurozone, some European power plant investments have not progressed on schedule.
Furthermore, Q3 order expectations were initially high, but prospects have changed after the conclusion of the Intersolar Europe exhibition. Although there have not been significant alterations to orders with Taiwanese manufacturers, and suppliers indicate all capacity is booked at the moment, whether orders will ship as scheduled is dependent on the market status in Q3. Regardless, some manufacturers indicate order volume fell below expectation, and the Q3 outlook remains uncertain. Downstream module prices continue to fluctuate, but wafer and solar cell prices remain on a slight uptrend, although the increase is slowing. It remains to be seen whether the fluctuations will continue in the short term. In other news, the future development of the Asia PV market was a highlight of the recently concluded Intersolar Europe exhibition. With government support, a clear picture has emerged regarding the future of the Chinese and Japanese PV markets – prospects for the solar markets in Southeast Asia and India, on the other hand, are still uncertain. Both upstream and downstream vendors are seeking opportunities for cooperation, none more proactively than Chinese manufacturers. However, there remains a marked difference between upstream and downstream makers. Upstream suppliers continue to face severe competition, and manufacturers indicate that only those able to survive this round of competition will live to see brighter days in the PV industry. As for this week’s price trends, figures were not as expected despite the increase in European orders. TrendForce believes this is due to worldwide markets continuing to monitor European capital market developments, and has caused the delay in power plant investments, in turn weakening demand. Furthermore, wafer and solar cell prices will continue to recover in the short term, but improving efficiency remains the key to price increases. Looking further ahead, however, the industry will remain in a state of oversupply, and manufacturers will still face pressure to lower prices as the industry continues to see subsidy cuts. This week’s polysilicon prices mostly fell within the US$20-22/kg range, while average price fell to US$21.415/kg, representing a 0.61% decrease. As for silicon wafers, due to both sufficient demand and the impact from the U.S. anti-dumping and anti-countervailing rulings, multi-Si wafer price continued on a slight uptrend, with an average of US$1.071/piece, an increase of 0.47%. Mono-Si wafer transactions were concentrated in the European market – affected by the euro exchange rate, average price dropped to US$1.51/piece, a decline of 0.26%. Solar cells continued to benefit from the peak season and rush orders – Taiwanese prices rose steadily, while Chinese prices have stabilized. This week’s average solar cell price increased 0.87% to US$0.466/Watt. Module price climbed slightly as well, arriving at US$0.747/Watt, a 0.13% increase. However, TrendForce believes there will not be a significant rebound in the short term, and module price will remain low.
U.S. polysilicon makers laud Phase 1 of China deal The United States’ three remaining manufacturers of polysilicon expressed appreciation to President Trump and praised U.S. negotiators for securing the Chinese commitment to purchase U.S. polysilicon in the first phase of the U.S.-China trade deal.
Dupont explores divestiture of electronics unit Following its recent USD 26.2 billion deal to sell off its nutrition business, DuPont de Nemours Inc. is weighing a divestiture of its electronics unit, according to people familiar with the matter.
AMD bolsters exec leadership team AMD has announced several promotions and one new hire to its senior leadership team, in an effort to enable the company’s continued growth in the high-performance computing, graphics and visualization technologies market.
Webasto opens new battery centre in Jiaxing Webasto has inaugurated its new roof plant and battery center in Jiaxing (Zhejiang Province) close to Shanghai.
Sponsored content by CMLCML manufactures Insulated Metal Substrate (IMS) solutions Printed circuit boards (PCBs) plays an important role in our day to day life. Whether it’s the car you’re driving, the phone that you’re scrolling through or computers that you’re sending emails from. What happens when you use heat generating components on a PCB? That’s right, cooling is needed!
Panasonic to expand its manufacturing footprint in India Panasonic is looking to build a new wiring device factory in southern India. The new factory is scheduled to start production in autumn 2021, responding to the increased demand in the country.
Season Group strengthens wireless R&D & manufacturing capability Season Group has invested in, and installed, two high-speed and high-precision wireless communication testers - Rohde & Schwarz’s R&S CMW500 Wideband Radio Communication Tester and R&S CMW100 Communications Manufacturing Test Set.
Rocket Lab expands capabilities in So Cal Rocket Lab announced this week it will open a new facility to serve as its corporate headquarters and provide increased production capacity.
PCB Piezotronics unveils new clean rooms PCB Piezotronics Inc., a wholly owned subsidiary of MTS Systems Corporation, has announced the completion of environmentally controlled clean rooms at their DePew, New York facility.
European loudspeaker company brings production back home Difficulties manufacturing smaller design series among reasons for the decision to return back to base.
China only region to register pure-play foundry market growth Rise of China-based fabless IC suppliers offers increased opportunities for foundries, IC Insights states in a recent report.
Mycronic receives first SLX order Swedish production equipment specialist, Mycronic, has recieved their very first order of its mask writer SLX.
600 new German jobs as VARTA expands production again The lithium-ion battery market continues to experiencing growth, currently the market is poised to continue to move forward with an annual growth of about 30% – and VARTA wants a big piece of the pie.
FTG achieves S9100D certification at acquired PCB fab Firan Technology Group Corporation has completed and received AS9100D Certification from SAI Global Ltd. for its recently acquired PCB manufacturing facility located in Fredericksburg, Virginia USA (formerly Colonial Circuits Inc.).
Dutch block sale of technology, China miffed Following ASML’s denial of an export license by the Dutch government to sell a piece of critical chip-making technology to the Chinese, China’s ambassador to the Netherlands has issued a statement expressing his country’s displeasure.
DuPont aids S. Korea in photoresist shortage The office of Korea’s Ministry of Trade, Industry, Sung Yun-mo, met with DuPont President Jon Kemp last week to confirm DuPont’s investment in the country’s need for diversification of its EUV photoresist supply.
Volvo building U.S. battery assembly plant In preparation for bringing a new line of electric vehicles to the U.S. market, Volvo announced it will build a battery assembly plant at its existing facility in Ridgeville, South Carolina.
New game consoles expected to trigger demand surge for graphics DRAM and SSD's TrendForce expects the year-end release of new generation game consoles to trigger a demand surge of graphics DRAM and SSD's during the second half of 2020.
A new year begins with new machinery at Swedish Microwave In Motala, Sweden sits Europe’s oldest manufacturer of Low Noise Block down-converters (LNB) for the global satellite market, namely Swedish Microwave (SMW). The company is now kicking off 2020 with an investment in production.
Lucid eyeing April reveal of pre-production sedan Luxury EV manufacturer Lucid has announced that production is underway in Silicon Valley of 80 beta prototypes of its luxury sedan, Lucid Air, to be unveiled in April in New York City.
Ideal Industries moving the ball forward at Cree Following its March announcement that Cree had sold off the entirety of its lighting business to Ideal Industries in a USD 310 million deal, Ideal said it would remain dedicated to pumping investment dollars into the now privately-held Cree Lighting.
Former pSemi exec and CEO Jim Cable retires pSemi Corporation has announced the retirement of former CEO and long-term executive Jim Cable.
Rohde & Schwarz inks agreement to use Benchmark's muscles The German electronics group has signed a strategic agreement with US EMS provider, Benchmark Electronics, to enhance its manufacturing capacities.
Stoneridge appoints new VP of operations Stoneridge Inc. has announced Kevin Heigel as its new vice president of operations.
Gartner: Worldwide semiconductor revenue declined 11.9% in 2019 Intel reclaimed top spot in global semiconductor market; Samsung moved to no. 2.Load more news