Companies at every step of the solar photovoltaic value chain mustprepare for saturation in key markets by 2013, according to the latestresearch report Solar Annual 2009: Total Eclipse from PHOTONConsulting.
While PHOTON’s near-term outlook for sector growthis very positive, PHOTON’s team of analysts, researchers andconsultants believe saturation of a key large PV market within the nextfive years will drive a downturn for PV manufacturers more severe thananything the sector has faced to-date.
Solar Annual 2009: TotalEclipse outlines specific defensible strategies available to companiesto prepare for market saturation and highlights leading companies thatare best positioned to succeed in an environment where one or more keyPV markets ‘turn off.’
Solar Annual 2009: Total Eclipse alsoincludes PHOTON Consulting’s acclaimed five-year sector forecasts,based on PHOTON’s screen of more than 1,500 key and emerging companiesand a detailed review of the global PV supply chain, includingcompany-by-company and market-by-market data and analysis ofproduction, prices, costs, profit margins and installation volumes.
RyanBoas, a co-author of Solar Annual concludes: “Solar Annual 2009: TotalEclipse provides a positive near term view of the sector combined witha critical warning: very rapid, profitable sector growth in 2010-2012will likely lead to saturation in one or more key markets, withnegative consequences for the sector as a whole and particularly formanufacturing companies that are unprepared. Total Eclipse providescompanies with the insights and supporting data needed to understand,prepare for and profit from the crash dynamics.”
Solar State: Look to Supply Lines! (YGE,JASO,LDK)