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Research analyst blogs
SiC, GaN electronics: Where, when, and how big?Silicon’s vice-like grip of the power electronics market in coming under increasing pressure from a pair of wide bandgap semiconductors. » more
Government in the power businessPleas came from manufacturers and developers in the U.S. wind power industry requesting that the U.S. Government extend the PTC. » more
Power semiconductor market keeps growing despite challenging business climateThe power semiconductor discrete and module market grew by a more modest 9% in 2011. » more
U.S. anti-dumping tariffs - What will change?The industry has now had a chance to take stock of the U.S. Dept. of Commerce’s announcement that it will impose an import tariff on PV cells, or PV modules that contain cells, manufactured in China. » more
New arrivals to the PV inverter marketThe PV inverter market has slowed down from 2011, but several companies could make a positive impact, particularly in markets like China, India, and the United States where growth is still likely. » more
PV module costs and prices – What is really happening now!? In light of the PV industry taking a hit in 2011 IMS Research revisits some of their past predictions and what they project for the industry in 2012. » more
UK Government on solar back foot - Tariff confusion continuesWith feed-in tariffs (FiT) declared illegal by the UK's High Court, the PV market is in a state of flux with one of its major assets no longer being a factor. » more
Could PV installations really have reached 26 GW in 2011?The simple answer is yes. Certainly enough modules and inverters were sold, and if installations really did hit 7.5 GW in Germany then this would undoubtedly mean that at least 26 GW was installed... » more
UK PV module price watch - Supply chain prices respond to feed-in tariff chaosAlthough the UK saw record demand for PV modules up until the December 12th Feed-in tariff cut, on average December saw module prices in the UK decline in response to the heavy cuts that took place,... » more
BP exit solar market as industry margins evaporateBP Solar announced that it will end its activities in the PV market today, citing it being “Difficult to sustain long-term returns for the company." » more
Chinese module suppliers see short-term pain, long-term gainIn spite of recent troubles in the PV industry, many suppliers see the potential growth as very strong, which will help the industry long-term. » more
Will the future of microinverters match the expectations of suppliers?While microinverters have the potential to change the market, it is too early to tell what kind of impact they will have in the long run. » more
PVSEC 2011 - Another trade show, another drop in module prices?While prices are declining for modules, the industry is expected to level off with increased demand in the fourth quarter of 2011. » more
Where is this 10 GW of module inventory?PV module inventory is higher than expected, leading to some concerns about a drop-off in prices, though IMS expects things to return to normal by the end of 2011. » more
PV inverter market down in 2011 but growth still possible, for some at least…The market is down, but should improve depending on stabilizing module prices. The overall market future looks bright for the next five years, however. » more
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