Things have not been looking good for the solar energy industry, what with some infamous companies and unpopular policies!
According to EnergyTrend, 2012 will be the year for the global solar industry to face an arduous challenge and weed out the weak. The policies will focus on the total installation volume control and decreasing subsidies. Additionally, policies for the emerging markets have been mapped out, but it will require some time for them to take effect.
On the other hand, the spot prices from wafers to modules remain low, and the slim margin has caused most manufacturers to hang by a thread.
Based on EnergyTrend’s estimate, the 2011 global solar installation capacity will reach 19GW, but the overall inventory amount, including semi-finished and finished products, will reach as high as 10GW. Therefore, the market is still severely oversupplied.
EnergyTrend forecasts that the demand in the solar market will amount to approximately 19GW for 2012; the stagnant demand is due to the decreasing demand in Italy , Germany and the United Kingdom , which are caused by the subsidy policies changes in Europe.
As for the Asian markets, benefiting from the subsidy policies, China , Japan , Malaysia and Thailand will see slight demand surges in 2012. EnergyTrend expects no rapid growth for the solar market until 2013.
The Indian market will depend on the government’s efficiency and financial health together with the enforcement of the Local Content Requirement policy, which do not look good!
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