Last month, the United States announced in February 2018 on double-sided photovoltaic modules saves implementation & other; Throughout 201 tariff protection &; , photovoltaic trade war surprises.
this is a boon for American pv project developers, developers will have more product selection, negotiations and more say.
this for photovoltaic modules manufacturer, especially in southeast Asia's manufacturers, is also a good news, because the manufacturer can produce double-sided photovoltaic modules instead.
201 tariffs are widely used in almost all imports of photovoltaic products. This decision possible beneficiaries include: South Korea, Vietnam, Malaysia and Thailand photovoltaic component manufacturers. The country has built components combined annual production capacity of 26. 7 gw, cell 22. 3GW。 The United States in 2020, by contrast, photovoltaic installations is expected to be 14. 8GW。 If manufacturers all choose production in these areas of the double components, these components can enter the U. S. market shall be exempted from customs duties.
although the 2018 global double component installation quantity for only 3 gw, but double component is a major trend of manufacturing industry. Exemption from customs decision will speed up the factory from the production of ordinary single batteries and components to produce double-sided components. Factory need two months time to complete the transformation, but it is not difficult to implement.
due to the double component production the region is still low, and most U. S. photovoltaic project was designed using existing photovoltaic components products ( Including the First Solar company's duty-free cadmium telluride thin film photovoltaic modules) And, therefore, exemption from customs decision will not cause much impact to the American market this year. We expect a southeast Asia can produce 2020 double battery and component manufacturers to 36 cents per watt component price sales to the United States market, got 30% of the gross profit margin.
36 cents per watt price is lower than most of the prospect of the United States in 2020 components prices earlier ( 40 cents per watt) 23 cents per watt, but higher than the rest of the world the components of the unit price. So, because the United States on imports from China of cell and components including anti-dumping duties and countervailing duties, 201 and 301 that is native to China, batteries and components can't supply us market leading to price distortion. Double component of tax advantage will be kept until February 2022, or 201 tariff clause at the time of termination.
although double component production cost is high of about 1 - traditional photovoltaic components 2 cents/W, but compared with the traditional single component, USES the double component can make plant photovoltaic power generation project capacity by about 10%, depending on the surface. For more information about the double power gain, can see BNEF 'double double suction light photovoltaic components characteristic analysis report.
in 2020 of the large ground power station project of new installed capacity is expected to 8. Gw 2 to 11. 1 gw, we most of them are expected to adopt double component. After double component tariffs to save, and thin film photovoltaic modules, from tax exemption countries imported components, and the local production of components, no tariffs components can satisfy all of the large ground station component needs. Despite the advantages of double component may be discounted in the photovoltaic roof design, but can tax, even pay double component a higher premium, it's worthwhile for roof system, we expect the next roof system installed needs about 4. Gw 4 to 6 gw.
some of the pv project developers have signed 2020 double component of the supply contract and pay the deposit. The policy after the release of some developers may try to demand a down, but the component manufacturers in the current negotiations were still have an advantage. And some strive for delivery by the end of 2019, and hope this lock higher investment tax credit rate ( 投资税收抵免) Photovoltaic project developers, then may not be able to get their way change the terms of supply.
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