Lin Her-lon, chairman of Taiwan-based solar wafer maker Green Energy Technology (GET), has said that orders have been strong and capacity is fully booked. Lin added that the firm has been planning to rent solar wafer manufacturing facilities in China to lower total production costs.
GET has been operating at full capacity since 2012 with the largest shipments in a single month reaching 30 million units. The firm is currently short 200 employees and has been eager to recruit. Lin added that the solar market continues to be in oversupply and unreasonable prices have been pushing many firms into suspend production. Lin anticipates the existing problems of dumping will not last long.
As for the punitive anti-dumping duties announced by the US government for China-based solar cells, Lin noted that the effect on solar wafer firms will depend on the effect on solar cell makers. The duties are likely to push China-based solar firms to rely more on Taiwan's solar cell makers.
Lin added that if China-based polysilicon providers cooperate with Taiwan's solar supply chain, then it will benefit solar wafer makers.
It will be difficult for GET to breakeven in 2012 as the price of solar wafers continues to be low, said Lin.
