Taiwan-based solar firms have been seeing rising orders in February and March. Some firms believe the changes are due to the EU's anti-dumping and anti-subsidy investigation against China-based firms which has been pushing customers to transfer orders to Taiwan.
The EU recently announced that starting in April, China-made solar modules have to be registered at customs. Most Taiwan-based solar firms believe there will be more orders transferred in March and April due to this policy.
Some firms added that order visibility is clear through March and some small- and medium-size firms have been seeing orders exceed capacity. Industry sources stated that there is a labor shortage due to strong demand and solar firms plan to add staff.
Some Taiwan-based firms believe the EU's anti-dumping and anti-subsidy investigation against China-based firms may result in punitive tariffs of 30%, which will benefit Taiwan.
Due to strong demand, Taiwan-based solar firms such as Tainergy, DelSolar, Neo Solar Power (NSP) and Solartech reported rising February revenues despite fewer working days.
