The main Taiwan-based solar cell makers saw capacity utilization rise to 80-100% in the second quarter of 2013 mainly due to strong demand in Japan, according to industry sources.
In Japan, Japan-based Sharp and Kyocera have respective market shares of 30% and 25-28%, China-based makers/vendors have a combined market share of about 20% and Taiwan-based ones and others have 25%, the sources noted. Of PV systems installed or to be installed in Japan currently, 60% are ground-mounted and 40% are roof-mounted, the sources indicated.
China-based vendors are estimated to procure 3GWp of solar cells from Taiwan-based makers for export to the US market, and another 3GWp of solar cells for export to Japan in 2013, the sources said. In addition, Taiwan-based makers are expected to ship 1GWp of solar cells to Europe in 2013, the sources indicated. Thus, Taiwan-based makers will ship 7GWp of solar cells in total in 2013, accounting for 82.35% of the total production capacity of 8.5GWp, the sources noted.
Main Taiwan-based solar cell makers: Consolidated revenues, June 2013 and 2Q13 (NT$m)
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Main Taiwan-based solar cell makers: Consolidated revenues, June 2013 and 2Q13 (NT$m) |
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|
Company |
June |
2Q13 |
Q/Q |
|
Motech Industries |
1,686 |
5,101 |
39.11% |
|
Neo Solar Power |
1,939 |
4,076 |
57.27% |
|
Gintech Energy |
1,379 |
3,845 |
35.38% |
|
Solartech Energy |
561 |
1,603 |
44.68% |
|
Tainergy Tech |
495 |
1,460 |
49.60% |
Source: Companies, compiled by Digitimes, July 2013
