The ripple effects of the anti-dumping duties announced by the US government against China-based solar firms continue to expand.Industry sources in China noted that some solar firms plan to decrease investments in the US solar market.If China-based solar firms do not need as many solar cells from Taiwan,the anticipated price increase from the latter party is likely to fall through.
The market believes China-based solar firms are likely to expand procurement of solar cells from Taiwan-based peers.Other forms of cooperation between cross-strait firms have also been predicted.Some Taiwan-based solar firms increased quotes immediately after the announcement of the duties by the US Department of Commerce.
Nevertheless,the price increase initiated by Taiwan-based solar cell makers has not been successful because some China-based peers have been considering the possibility of decreasing investments in the US market,meaning demand for solar cells from Taiwan is likely to fall because there will be fewer solar modules exported to the US.
China-based solar firms have been investing into system developing businesses in the US solar market.
However,lowering investments in the US does not mean giving up on the US solar market,said industry sources.In the long-run,the US solar market has a lot of potential.In addition,the industry will need to wait until the decision from the International Trade Commission on whether the duties will extend to solar modules.
Industry sources in Taiwan noted that price negotiations have been on-going.
