In recent years, Chinese manufacturers have actively deployed the world, and the market share in many countries has gradually increased. Even in the past, the closed Japanese market has gradually adopted Chinese-made photovoltaic modules. From the new energy research center of Jibang Consulting, Jibang New Energy Net EnergyTrend's customs data to observe, 1H18 China exported a total of 2,311MW components to Japan, the penetration rate increased to 10% compared with 1H17. Among them, Jingao 1H18 grabbed Chinese manufacturers with 274MW to ship the first in Japan.
1H18 Chinese manufacturer components exported to Japan
Comparing the 1H17 and 1H18 PV modules exported from China to Japan, 1H17 China's shipments to Japan are 2,503MW, and the largest shipments are Kyocera, Japan; but in 1H18, Kyocera has been pushed to the 4th by Chinese manufacturers. First, the first place was won by JA Solar. In addition, compared with the shipment data released by JPEA, 1H17 Japan shipped a total of 3,132MW, and 1H18 shipped 2,592MW. It is obvious that the market share of Chinese-made PV modules Rate up.
Japan is a market with high quality requirements, and in the past it has low acceptance of products from overseas players. Chinese manufacturers can gradually increase market share, indicating that the manufacturing quality of Chinese manufacturers has been affirmed. Japan is also a highly competitive market. The top 5 manufacturers in 1H17 accounted for 55% of the total shipments, but the top 5 manufacturers in 1H18 accounted for only 46% of the total exports, indicating that Japan does not obtain absolute market share by a few manufacturers, but is highly competitive by many manufacturers. Market, and 2018 is more competitive than 2017.
In terms of imported products, the Japanese market is still dominated by photovoltaic modules below 300W. During the 1H18 period, 270W components accounted for 20% of the total export volume. Although the general polycrystalline components of 270W~275W still occupy the mainstream position, the high efficiency singles above 300W The acceptance of crystal components in the Japanese market has also slowly increased. The 300W components accounted for 2% of the total shipments. It is speculated that it is related to the market demand change. But overall, the demand for component products in Japan is still relatively dispersed. In the market, the total export volume of the top 10 PV module product categories is only 79%.
According to China's PV module manufacturers exporting to Japan, Jingao, which has the highest shipment volume in 1H18, has seen the situation of sugar cane in the Japanese market. Shipment volume has increased significantly since March. Jingao is also the country with the most shipments to Japan in 2Q18. Manufacturers, cumulative shipments in Japan reached 3.3GW. Jingao has many years of success in overseas markets such as Japan, and does not rely on a single market. The overall shipments in the first half of the year reached 4GW.