lesson from vestas to first solar: stay out of china - solar street light project

by:Litel Technology     2019-08-03
lesson from vestas to first solar: stay out of china  -  solar street light project
First Solar (FSLR)
Hope to regain market share of crystal silicon-
Module manufacturers from China.
Contrary to the confidence shown by management, this is an ambitious strategy for asserting sovereignty on Chinese territory. --if successful --
Long-term profitability is unlikely-term.
Suntech Power Supply, Crystal Photovoltaic Module Supplier(STP)
Transport more solar modules in the second phase-
According to the latest analysis by International Monitoring Systems, the output in the fourth quarter of 2010 exceeded that of any other manufacturer.
First Solar lagged behind its Chinese competitors for the first time since the third quarter. -quarter 2008 --
The result of capacity constraints due to the shortage of parts in some products(
Not because demand is weakening. .
The company hopes to first plant its flag on 16,000 acres of land in the Mongolian desert near Ordos, Inner Mongolia, in northern China, and build the world's largest solar farm: a 2-gigawatt solar power plant. (GW)
Solar power generation facilities.
According to the Cooperation Framework Agreement signed in November last year, the project will be constructed in several stages, one of which will be launched in 2014 and the second will be completed in 2019.
According to First Solar, the farm is expected to generate enough electricity to power 3 million Chinese households.
Trend News USA. S.
Unmanned aerial vehicles shot down the rookie policemen of the 2019 NBA draft and killed the women's World Cup. The company had planned to break ground in demonstration 30. -
Megawatt power plant in June 2010.
Failure to reach agreement on minimum feed with central or provincial governments-in-tariffs (FiT)--
Subsidies for Electricity Price Needed to Pay in China's Power Grid(
Generated from these solar power plants, the project is economically viable. --
The project was suspended.
Nevertheless, CEO Rob Gillette told investors in his quarterly earnings report that the company expects to start building OFT - - -
The project was postponed early next year.
Gillett and his staff may consider scrubbing the entire task.
The latest data from GTM research show that China's global module production is in megawatt units. -dc (megawatt -direct current)
From 30% of the global total in 2007 to 40% in 2009.
China's Four Big Manufacturers of Photovoltaic Modules--
Suntech Power, Yingli Green(YGE), Trina Solar (TSL)And solarfun(SOLF)--
Global manufacturers of photovoltaic modules rank in the top 10, accounting for a total of 1.
The module output in 2009 was 9 gigawatts.
More interestingly, although the central government has supported renewable energy projects in the past few years, more than 90% of the estimated three projects have been supported.
Last year, 6 gigawatt solar cells made in China were exported to European markets, such as Germany and Italy.
Promotion measures for the domestic solar industry, such as the "Golden Sun Demonstration Plan", have only produced unexpected results in increasing exports. --
Contrary to the dual aspirations of establishing export business and domestic solar market.
First Solar has yet to disclose the expected rate of return needed to ensure the profitability of its first Chinese joint venture.
In my opinion, cost balance--
Installation, transmission lines and other power grids-
Relevant Connecting Factors--
It will prove too high.
In addition, if a tender of 11 cents per kilowatt is accepted-
Hours provided by the outside world for China's small-scale solar power projects are a confirmation signal of the new subsidy rate of the central government, which is expected to be in the next year. -
The grid subsidy for the first solar Mongolia project will make the transaction unsustainable.
The Chinese are powerful competitors.
Although diplomats can't say that, I would say that, like the air in Beijing, the commerce of Communist China is "polluted".
"Is it really surprising that Chinese manufacturers continue to gain traction in solar energy?
In addition to Sharp, a Japanese multinational company, Chinese photovoltaic module manufacturers have pushed Japan and Taiwan aside. -
Manufacturers of most products in the photovoltaic supply chain, from steel ingots to solar panels--
Because of the convenience of financing, electricity(
At subsidy rates)
And cheap labor.
In addition, more and more European suppliers are accusing Chinese competitors of "dumping" panels. --below cost --in EU markets.
First Solar Company should anchor and sail out of Bohai Bay without turning back!
Business in China requires sharing technology with local partners. s)
According to regulatory documents.
Core Advantages of First Solar Energy--
And capabilities--
It's a patent, thin. -
Thin Film Manufacturing Process: Solar Panel Challenger Using Crystalline Silicon(c-Si)
Wafer, 180-
230 micron polycrystalline silicon as light-
Select absorption semiconductor. C-
A maximum of 40 silicon wafers-
50% of module cost;
However, the solar cells/components produced by First Solar include-
Cadmium telluride thin film contains less than 2% of the equivalent content of C. -Si PV modules. In second-
In the fourth quarter of 2010, the cost of First Solar was $0 per watt.
76, down 13% year on year-over-
The year was mainly due to the continuous improvement of production capacity, the improvement of economies of scale and the reduction of material costs.
Although the spot price of polysilicon is now about $55 per kilogram, down nearly 89% from its August 2008 high, First Solar remains at C. -Si-
Module challengers, such as Trina($1. 10 per watt)and Yingli ($1. 13 per watt).
At a Photovoltaic Conference in Stuttgart, Germany, in April last year, Stephen Hansen, managing director, said that even if silicon prices remained around $40 to $50 per kilogram, First Solar could still "continue to compete".
Imitation is the most sincere flattery.
~ Charles Carleb Colton, British essayist(1780 -1832)
China's Use of Foreign Economic Partnerships to Master Technology: Wind Energy-
Turbine manufacturer Vistas(VWDRY)
It entered the Chinese market as early as 1986, but only expanded rapidly. -
At the end of 2004, mainly through limited joint ventures(
Materials and technology are developed and owned by Denmark. -
Headquarters, but made of Chinese labor and materials).
Less than a year later, Beijing required new wind power projects to be made from at least 70% of China's components.
Although the design is often not as good as Vistas, local companies have absorbed Vistas'manufacturing technology and learned to manufacture similar equipment.
By 2009, three of the world's top ten wind turbine suppliers were from China.
Vestas has yet to see a rebound in global or Chinese market share.
First Solar should learn from Vistas'mistakes and ignore false proposals from China.
Relevant Position: The first solar power company plan could become a victim of Arizona's immigration law, the first solar project demand in the United States. S.
Asia's economic growth will surpass Europe's-Or Will It?
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