SHIFTING SANDS FOR PV SECTOR

摘要

GTM Research's Shyam Mehta focuses on the solar manufacturing space. At the moment he doesn't see a lot to be excited about, especially in China. Mehta authored a comprehensive report, released in October 2012, entitled Global PV Module Manufacturers 2013: Competitive Positioning, Consolidation and the China Factor, in which he predicted that up to 180 photovoltaic (PV) module manufacturers will either be acquired or fold over the next two years, and that the majority will come from high-cost manufacturing markets in the US, Europe and Canada.