According to the latest supply and demand database report released by PVInfoLink, a third-party consultancy firm, global PV industry demand reached 105.5GW in 2017 and the global top-10 shipments reached 58GW, accounting for about 55% of the global market. 9.8GW around the year shipments, ranking the world's component rankings in 2017 leading.
However, in the domestic market, component shipments were significantly shuffled.Longji Le Yeh domestic shipments more than Crystal, for the first time to sit the throne of the country shipped.Longji to the industry's dark horse, successfully challenged many strong giants Market position in the Longji, under the guidance of monocrystalline market share also showed a larger rise, polycrystalline began to show a 'rival' trend.
Longji is how to become the industry 'dark horse' What will be the market competition 2018 Aspect war has started, the new year's market competition will be more exciting!
Fixed 2017: Longji domestic components shipments ranked first
According to the statistics released by the National Energy Administration, in 2017, the installed capacity of photovoltaic in China will reach 53.06 million kilowatts, of which 33.62 million kilowatts are photovoltaic power plants, an increase of 11% over the same period of last year; the distributed photovoltaic 19.44 million kilowatts, an increase of 3.7 times .To the end of December, the national photovoltaic power generation installed capacity reached 130 million kilowatts.
The unexpected growth of China's PV market has led to a steady growth of global PV installed capacity and it is predicted that the global PV demand will reach 105.5GW by 2017. Who answers such a huge market demand? The answer remains: China's photovoltaic manufacturers.
According to the statistics of PVInfoLink database, the top ten global component shipments in 2017 are basically monopolized by Chinese enterprises. In 2009, the total output of crystal division fell to about 9.8GW in 2017, ranking the top of the global component rankings in 2017. TRW, Artes, Crystal Australia, Hanwha Qcells then hot pursuit, ranked No. 6 to 10 respectively, GCL integration, Longji Le Yeh, Oriental Sunrise, Suntech, Yingli.
The domestic market is another story.According to the substantial increase in the domestic single crystal market, the proportion of high concentration of domestic shipping market, the concentration of Longyelei domestic shipments ranked more than Crystal, the first to sit on the country's first shipments Throne more than ten years focused on the monocrystalline market Longji shares, in 2015 to become the world's largest maker of monocrystalline silicon products in the highly competitive domestic market also showed the "king of the gas."
In recent years, Longi's production capacity has maintained a rapid growth trend in 2015. The monocrystalline silicon rods and silicon wafers have a production capacity of about 4.5GW in 2015. The production capacity of monocrystalline silicon wafers in Longji increased to 7.5GW in 2016. In 2017, Wafer production capacity has reached 15GW, single-crystal module production capacity reached 6.5GW. 2017 year, Longkle leaves more than 4.5GW shipments, won the world's first single-crystal cell module shipments for three consecutive years.
In the next few years, Longji's production capacity will reach a new high. Just after the New Year, Longji Leye entered into a project investment agreement with Chuzhou Economic and Technological Development Zone Administrative Committee in Chuzhou on January 4, investing 1.95 billion single-crystal module project with an annual output of 5GW is expected to 2018, Longji monocrystalline silicon wafer production capacity will reach 25GW, monocrystalline module production capacity reached 12GW, the domestic market leading position will be further consolidated.
Outlook 2018: monocrystalline market share will approach 40%
Mainstream market analysts maintain a positive outlook for the 2018 PV market Bloomberg New Energy Finance predicts that while the government is trying to control subsidies for conventional ground stations, it will continue to support rooftop photovoltaics, and in particular the Spontaneous Use Project In this context, the Chinese PV market is likely to continue to maintain growth in 2018.
In this rapidly growing market, monocrystalline accounting is expected to be bigger and bigger, more and more dazzling!
According to the statistics released by PVInfoLink, the market share of monocrystalline silicon has significantly increased in 2017. The total output of monocrystalline and monocrystalline silicon chips has increased from 19% in 2016 to 27% in 2017. This year alone, Polycrystalline silicon production capacity has increased dramatically, the price strategy of the two camps will be about this year's product market share distribution.
PVInfoLink expects monocrystalline market share to grow to between 35-40% this year, while Bloomberg New Energy Finance forecasts that the market share of monocrystalline silicon photovoltaic products will increase from 28% in 2017 to 39% in 2018, To some extent, the formation of polysilicon extrusion products.
Single crystal is welcomed by the market, which is closely linked with the high performance of single crystal and the gradually lower price. In terms of PERC production capacity, PERC production capacity has doubled in recent years, and PERC production capacity reached 7.7, 15 and 32.6 respectively by the end of 2015, 2016 and 2017 GW, and most of PERC capacity growth in 2017 is dominated by single crystal. It is estimated PERC will become the standard process of single crystal product by 2018.
Throughout the entire PV market, the rapid development of single crystal is rewriting the entire market structure, and the large-scale release of single crystal output will also bring some new variables to the market.
Public information shows that the two major domestic monocrystalline market enterprises Longji and Central, monocrystalline silicon production capacity of up to 27GW, has exceeded the capacity of Poly GCL polysilicon production is expected by the end of this year, Longji and Central production capacity will be further increased to 50GW , Longji plans to raise the capacity of monocrystalline wafers to 36GW by the end of 2019 and reach 45GW by the end of 2020. This is a data that appears to be "horrifying" now.
With the large-scale release of single-crystal capacity, single-crystal silicon will be oversupplied by the previous supply shortage, the problem may soon be overcoming the 'front-line companies in all aspects of this year although the company continued to expand production capacity in order to win higher market share However, the control of the company's profitability is a bigger problem than market share growth, "PVInfoLink said.