THE MYTH OF CONSOLIDATION IN SOLAR

Solar PV Consolidation: Fact or Fiction?

Finlay Colville, March 21, 2014 (SolarBuzz)

“…Looking at cell production only (including c-Si cell and thin-film) - and specifically in-house cell production – a fairly good picture can be obtained about whether or not there is consolidation…The analysis uses annual in-house cell production for 2010 to 2013 (actual) and then adds NPD Solarbuzz forecasts (done bottom-up by each producer) for 2014…If there was consolidation going on, then the percentage of the market each year supplied by the top-10 and top-20 would show a strong uptick. This would then be carried forward across the other ranges, out to the top-100…[T]his is clearly not happening. In fact, the share from the top-10 is actually going down, not up, from 43% in 2010 to 38% in 2014…” click here for more

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