The BB value of global photovoltaic production equipment dropped to 0.35 which is the lowest point since the data acquisition at first quarter of 2010.At end of 2010, Investment Officer of Applied Materials, Inc. (AppliedMaterials), Eileen Tanghal said in a clean technology conference from the view of energy industry equipment supplier, "compared to the next two or three years, 2011 will be the best year of solar industry ", because the trend has shown oversupply. Talking about Applied Materials' acquisition of Baccini issue, he said, "This transaction has reached the extreme, but the company worried that in 2012 the good conditions may be no longer, polysilicon price of $ 1.05 / W is about to become a reality.Tenghal thinks installed capacity of PV is too high. In fact, the stock of inventory and supply chain of the photovoltaic panel is up to gigawatts. In fact, the company has "crossed over" polysilicon costs $ 1.05 / watt sensitive.All of these cases will hinder the development of photovoltaic equipment market, International Semiconductor Equipment and Materials International (SEMI) has just released the book to bill ratio to verify this trend.SEMI's report said the global photovoltaic production equipment orders shipped in the third quarter fell to 0.35.According to SEMI, the global order fell 24 percent to $ 1.6 billion over the previous quarter.SEMI's report also mentioned that "the entire supply chain of fixed investment in equipment peaked in 2010 and the first half of 2011, many PV manufacturers have canceled or suspended expansion plans,it is not optimistic about the deterioration of market conditions and market expectations in 2012, if Europe, Japan, China have no policy intervention, the credit crisis and the economic situation have not substantive mitigation and improvement,it is expected order situation in the next six months will not be significantly improved. |
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Global PV Industry Equipment Market In 2012 Is Bleak