2016-09-21

Note 7 Battery Fire Reveals Flaw in Samsung’s Supply Chain Strategy but Its Impact on Lithium Battery Industry Is Limited

Battery fires linked to Samsung’s latest flagship Galaxy Note 7 has led to a major fallout in the smartphone market. “This incident exposes Samsung’s flawed strategy of allocating most of its smartphone battery orders to Samsung SDI,” said Duff .. more
2016-09-20

Oversupply Will Prevent Global PV Market From Recovering in Near Future

Prices across the PV supply chain have collapsed to new lows in the second half of 2016 due to plunging demand. Furthermore, quotes of PV cells and wafers are not expected to bottom out this September. The current market analysis indicates tha.. more
2016-09-19

China’s Top Runner Program Improves Mono-si Products’ Market Share to 25%

China’s domestic PV market was booming in the first half 2016, and more than 20GW of power plant projects were connected to the country’s grid for the first and second quarter. During this period, different sections of the PV supply chain at times were unable .. more
2016-08-09

Market for Lithium Batteries Used in IT Products Reached Equilibrium in Second Quarter

China’s new energy policies are driving the country’s domestic market for lithium batteries used in plug-in vehicles (xEVs). The strong demand from the xEV application has put pressure on the supply lithium batteries used in IT products. For a while, there wa.. more
2016-08-01

Second Review on 2012 Chinese PV Case Has Concluded; Manufacturers Put Overseas Expansion Plans on Hold

The U.S. Department of Commerce has released the final ruling on its second review of the antidumping and countervailing duties (AD/CVD) rates on Chinese PV module imports for 2012. According to the decision, imports from major Chinese manufacturers will be affecte.. more
2016-07-08

Analysis on China’s Top Runner Program: Mono-si Products Obtain Advantage, Company Brand Image Enhanced

The Chinese government launched the “Top Runner Program” in 2015 to encourage PV technology improvement and accelerate PV industry transformation. This program is viewed as one of the most important policies to promote PV industrial concentration in China.. more
2016-06-24

Final Ruling for Second Review of US-China Solar Trade Dispute Unveiled, Duty Rates to Drive down Solar Product Prices in US

Result of the second review of the US-China solar trade dispute has finally been announced and the tariff rates of Chinese vendors has not changed significantly The final ruling of the second review of U.S.’s 2012 PV products anti-dumping duties (AD) on China .. more

 

MARKET STATUS

Mono-Si Prices in December Have Become Stable; Multi-Si Orders to Continue until January: Price Trend

This week, the focus of the market was on the change of the mono-si supply chain. Due to the rapid decline of mono-si price, the demand of.. more...

RESEARCH

The New Phase of Top Runner Program Favors Companies Already Dominant in Application Bases and N-Type Solutions in Technology Bases

China’s National Energy Administration (NEA) has recently released the official list of proposed projects under the Top Runne.. more...

sumit press release

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