In early September in Chengdu new energy
strategy meeting, invited to the field of domestic photovoltaic inverters
mostly heavyweight corporate guests (Kstar [30.73 0.52% stock research
reports], sun power, Emerson), and organized a symposium and guests to share
with you the current domestic and global inverter industry in the market and
technology trends.
Domestic PV installed capacity into rapid
growth: Wind power in national policy clearly after several consecutive years
of double growth, China's PV market has its own formal "tariff"
policy, will replicate this development spurt is a high probability event.
2011, will be the development of grid-connected PV power peak, we expect China
in 2011 and 2012 PV installed capacity will be added in 2010 on the basis of
only around 400MW to 1.5GW and 3GW soared above, a substantial boost
grid-connected photovoltaic inverter needs.
Inverter prices despite the decline, but
the decline is much lower than PV modules, technology and performance barriers
guarantees of future gross margin level: PV inverter product prices quickly
sell phase is over, and as the need to continue the high-end R & D
investment power electronic products, which are subject to margin compression
space is quite limited, the product range will gradually decline in value of
slowing down future costs will come from improvements in the design and
components domestically.
Since the beginning of the inverter price
decline of about 10 to 15%, expected within three years, large-scale
grid-connected photovoltaic inverter prices will stabilize at 0.75 yuan / watt,
while the gross margin will remain at 30%. ≠ low barriers to participating companies and more: Getting started
is easy, good hard, bigger and harder: PV dc to ac inverter in China first appeared as
an industry soon, the relatively low barriers to entry does attract a large
number of domestic enterprises to participate in R & D production, but
product parameters and access to a wide range of institutional quality
certification, customer acceptance, and even enterprises to achieve volume
shipments of few; worldwide situation the same way.
Domestic inverter market share gradually
increased, a firm domestic and global objectives: PV inverter as a long-term
operation stability requirements for products with a higher, with a more
profound technology accumulation, and can be the first to receive a certain
amount of stable operation performance Enterprises have a chance to become
bigger and stronger, while the edge enterprises will soon be out of the market;
domestic first-mover companies with domestic PV installation market is expected
to start running to gain valuable experience for the future and lay a solid
foundation to enter the international market.
Market concentration continued to increase,
electrical equipment multinational giants to join or change the competitive
landscape: the global top 15 inverter suppliers combined market share from 76%
in year 2007 increased to 83% in 2010, Eaton, GE, etc. giants join or future
competitive landscape impact.
Inverter future direction of technology
development: In addition to further improve operational efficiency and reliability,
increase the output power quality, and enhance the ability to bind with the
smart grid, improve operational stability under harsh environment, etc., will
also become PV micro grid tie inverter technology important goal of progress.
PV inverters at runtime from the grid need
to meet the requirements of power quality, power stations running the business
for ease of operation and maintenance requirements, investors and reliability
of the inverter efficiency gains that are affected by power requirements, which
is PV inverter technology continues to advance the power source.
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