N-type expansions to benefit from 2020 downturn-driven PV
The slowdown of the global economy in 2020 is ultimately going to impact the guidance and forecasting offered by all PV manufacturers during the first couple of months of the year, prior to the effects of COVID-19.
COVID-19 is not simply a short-term blip in Chinese manufacturing plant utilizations, but something that affects all aspects of commerce globally. The impact on annual PV growth turning negative in 2020 has far reaching implications, not just for supply through the value-chain, but on how the PV technology roadmap could be altered quickly.
This article looks at the upside for a technology-buy cycle in the PV industry during 2020, as many of the previously-announced p-mono PERC cell/module expansions are put on hold and ultimately cancelled within China going into 2021.
The themes and data discussed in the article come just a few days after our in-house market research team released the April 2020 edition of the PV Manufacturing & Technology Quarterly report.
The release of the April 2020 report retains the 2020 aspirations of the manufacturing supply-chain but tempers this optimism with the reality of a sector that will likely see about one-third of expected 2020 supply simply not happening now.
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