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Non-Tech : Kirk's Market Thoughts

COHR 185.83

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Dec 19 9:30 AM EST

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To: Jerome who wrote (2343)

12/1/2014 10:48:50 AM

From: Kirk ©

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This should be good for some of your solar stocks.

High-efficiency solar cells may see shortages in 2015

As mainstream PV power generation is expected to shift from ground-mounted stations to rooftop systems in Europe, the US, Japan and China in 2015, and solar cells used in rooftop PV systems require high energy conversion rates, global supply of high-efficiency silicon solar cells is likely to be short of demand in 2015, according to Taiwan-based supply chain makers.

[ More ]

Forecast solar cell supply and demand, 2015
Type of solar cell	Energy conversion rate	Power generation for a PV module (W)	Forecast global supply (GWp)	Forecast global demand (GWp)
Monocrystalline silicon	19.8-20.5%	275-285	about 2.5	about 3.0
Polycrystalline silicon	17.8-18.2%	155-260	about 5.0	about 15.0
Polycrystalline silicon	17.6%	250-255	about 11.0	about 12.0

Source: Taiwan-based supply chain makers, compiled by Digitimes, December 2014

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