Taipei, Thursday, November 26, 2015 08:41 (GMT+8)
mostly cloudy
China PV industry development, by region
Chihheng Liang and Sophia Chen, DIGITIMES Research, Taipei [Monday 14 November 2011]
Registration required (free) to purchase. Please sign in if you wish to continue.
While Beijing has encouraged regional governments to develop the nation's solar PV industry, growth has been dramatic, as each local region attempts to develop its own industry clusters and supply chain. Solar wafer capacity in China will grow by 81% in 2011 to reach 35GWp, accounting for 67% of global capacity, while solar cell capacity will reach 37.3GWp. China's solar PV capacity alone will exceed total global demand. This Digitimes Research Special Report examines the regional solar strategies employed in China and the development of local players affecting the global PV market.
Capacity overview of major solar module firms in Bohai Economic Rim, 2011

China's solar PV industry grew rapidly during the country's 11th Five-Year Plan, with most firms initially entering segments of the market that are labor-intensive, have low barriers to entry and high employment opportunities - namely the production of solar modules. China's local governments have also been enacting aggressive policies, setting up industrial parks, and providing generous subsidies to support the industry. China is now the home to industry leading firms such as Suntech, LDK, Yingli Solar, and Trina Solar.

In addition, starting in the first half of 2010, shortages were experienced in the global supply chain, from upstream polysilicon to solar cells. China-based solar firms jumped on the opportunity and began capacity expansion. Existing firms were aggressive with their vertical integration plans and firms from other industries sought to enter the market. By end of 2010, China accounted for more than 50% of global solar PV production capacity.

However, despite this wave of expansion shifting the market back to serious oversupply, capacity has continued expanding in 2011.

China's solar wafer capacity in 2011 will likely grow by 81% on year to reach 35GWp, accounting for 67% of global capacity. China's silicon-based solar cell capacity in 2011 will likely grow by 113% to reach 37.3GWp, approximately 62% of global capacity. Compared with estimated global solar PV system installations of 22GWp, China's solar PV capacity exceeds global demand.

As the oversupply condition continues, the market has been demanding products with higher conversion efficiency and of better quality, with products that lack such characteristics, and the related makers, likely to exit the market.

Table of contents
Price: NT$48,000 (approx. US$1,685)
Realtime news
  • TEEMA urges Taiwan government to take action on China hostile headhunting

    Before Going to Press | 10h 48min ago

  • ASE to expand workforce at Chungli facility

    Before Going to Press | 10h 49min ago

  • All-in-one PC shipments to drop over 10% in 2015

    Before Going to Press | 10h 55min ago

  • Acer launches Predator series products in Taiwan, eying opportunity from IT Month show

    Before Going to Press | 10h 56min ago

  • Taiwan PCB production value increases over 7% sequentially in 3Q15

    Before Going to Press | 11h 3min ago

  • D-Link sees strong smart home product sales in Europe

    Before Going to Press | 11h 7min ago

  • Korea government to invest US$110 million into wearables development, says report

    Before Going to Press | 11h 15min ago

  • Global LCD TV shipments to grow 2% in 2016

    Before Going to Press | 11h 20min ago

  • Himax obtains design-wins for smartphone-use force touch solutions

    Before Going to Press | 11h 23min ago

  • ZTE receives government funds to accelerate development of in-house mobile processors

    Before Going to Press | 11h 27min ago

  • TSMC may raise dividend for 2016

    Before Going to Press | 11h 28min ago

  • Sales of 40-inch TVs in Japan strong in October

    Before Going to Press | 11h 30min ago

  • Taiwan notebook makers seeking lower chip quotes for 2016

    Before Going to Press | 11h 31min ago

  • TWM withdraws from bidding for 2,500-2,600MHz bands

    Before Going to Press | 11h 34min ago

  • Digitimes Research: Japan telecom operators offering household robots to boost revenues

    Before Going to Press | 11h 44min ago

View more

China Internet TV and OTT market developments

RESEARCH EXTRAS | Oct 21, 16:00

China's Tri-network Integration Policy has eased restrictions on the broadcasting and telecom industries in China and allowed them to offer each other's services. This has brought new competitive challenges to the local video market, especially its Internet video/TV...

The Big Fund - China's next step to becoming a global semiconductor leader

RESEARCH EXTRAS | Sep 16, 17:49

China has been solidifying its semiconductor industry policy objectives through the release of the "National IC Industry Development Guidelines" in June 2014 and "Made in China 2025" in June 2015, with one key financial support program being the National IC Industry...

Global tablet market – 3Q 2015

GLOBAL TABLET | Nov 19, 18:44

Global tablet shipments reached only 50.64 million units in the third quarter, up 9% from the second quarter, but still down sharply by 18% on year.

China smartphone market and industry – 3Q 2015

CHINA SMARTPHONE | Nov 13, 15:36

In September, Digitimes Research surveyed China's smartphone supply chain. After analyzing the industry as well as relative market data, it found that in the third quarter, there were 59.8 million new 3G/4G users in China, which is higher than the average growth...

Taiwan LCD TVs - 3Q 2015


Taiwan-based makers saw significant shipment growths in the third quarter of 2015, as clients in Europe and North America prepared for the year-end shopping season.

China Internet TV and OTT market developments
2015 China smartphone panel trend forecast
Analysis of China revised domestic semiconductor industry goals
  • Wireless broadband developments in Southeast Asia markets

    As of 2013, the 10 ASEAN nations had a total of over 700 million mobile subscriptions, with the CAGR from 2003-2013 reaching 24%. This Digitimes Research Special Report analyzes the various mobile broadband markets in ASEAN and looks at the respective trends in 4G LTE development for those markets.

  • 2015 global tablet demand forecast

    This Digitimes Research Special Report provides a 2015 forecast for the global tablet market and analyzes the strategies of key market players such as Google, Apple, Intel, and Microsoft.

  • 2015 China smartphone panel trend forecast

    This Digitimes Research Special Report analyzes the strategies of key China-based major panel makers BOE, Tianma and IVO for attacking the different market segments through technology and pricing, and their relationship to local vendors Huawei, Lenovo, ZTE, Xiaomi and Coolpad.