InfoLink Consulting Co., Ltd.

China exported 37.2 GW of modules in first quarter

Export data from the China Customs compiled by PV InfoLink shows that China exported 9.6 GW, 14.0 GW, and 13.6 GW of modules respectively in the first three months of the year, totaling 37.2 GW of export volume in the first quarter this year.

Growth and burning concerns in German home battery sector

On March 3, 2022, explosion of a residential energy storage facility drew much attention in Southern Germany, for residential ESS carries much greater risks to people than outdoor ESS. According to statistics compiled by InfoLink, there have been at least

Three key factors to U.S.’ lead in energy storage industry

The U.S. added 1.4 GW / 3.5 GWh of electrochemical energy storage capacity in 2020. In 2021, the nation accumulated 3.5 GW / 10.5 GWh of installed ESS capacity, approximately 300% of growth, with the front-of-the meter (FTM) market contributing 3 GW / 9.2

Suction bucket jacket: Introduction

Ørsted’s Greater Changhua 2a phase-2 and Greater Changhua 4 offshore wind farm has passed the review for environmental impact comparative analysis report on March 2, 2022. Items changed include larger wind turbines and the installation of suction bucket j

Offshore wind IRP: brighter outlook for turbine components

Developers can hardly and are not intended to require turbine manufacturers to localize or customize wind turbines for them.

Offshore wind IRP: electrical system items see polarized difficulties in earning points

In the Zonal Development stage, acquiring points from items in the electrical system category can be very easy and very difficult. It is easy for land-based electrical systems, which Taiwan has abundant manufacturing experiences. Yet, it is difficult for

New competitors entering underwater pipe manufacturing market

On December 6, 2021, the Industrial Development Bureau finalized the “Directions of Industrial Relevance Program for Offshore Wind Zonal Development,” in which guidelines for underwater foundations see not much of change, as compared to the draft publishe

2021 Taiwan module shipment ranking: URE maintains dominance

2021 module shipment ranking: Longi retains top spot

Longi has retained the top position in the module shipment ranking for 2021, after it grabbed the top in 2020, according to InfoLink database.

Module prices advance amid varying price trends upstream

Price trends vary across sectors. Upstream sectors push up module production costs. Module prices rise accordingly in May, with some end users start accepting RMB 1.9/W of prices.

Persistent upstream shortage shores up supply chain price hikes after holiday

Wafer manufacturers offer price quotes with smaller and smaller thicknesses. Given that, from May 11 onwards, spot prices for 166mm and 182mm wafers will be posted based on 160μm of thickness. Further adjustments shall be made as per market movements.

Upstream price hikes drive up supply chain prices, pushing limit on downstream acceptance

*Spot price will be suspended once next week (May 4) for the Chinese Labor Day holiday.