Malaysia-based crystalline silicon solar cell makers, viewing that Taiwan-based competitors are subject to an average US anti-dumping tariff of 25%, have quoted their solar cells specifically for exports to the US at US$0.38-0.41/W, with the highest level based on Taiwan-based makers' average quote of US$0.33/W plus a 24.2% markup to drive demand and optimize gross margins, according to Taiwan-based makers.
South Korea-, Japan-, Malaysia-based PV makers are expected to benefit from US imposition of anti-dumping tariffs on Taiwan-based solar cell makers and anti-dumping and anti-subsidization tariffs on China-based PV module makers, the sources said.
For Malaysia-based solar cell makers in particular, prices are competitive in the US market as long as they are not higher than those quoted by Taiwan-based makers, the sources indicated. Therefore, Malaysia-based makers set prices for solar cell exports to the US market based on Taiwan-based makers' pricing, the sources said.
