Photovoltaic Manufacturer Shipments and Supply-Side Analysis 2003/2004

SUMMARY

Worldwide shipments of solar photovoltaic (PV) cells and modules surged by 54% to over 1 Gigawatt in 2004 and a CAGR of 43% for the last 5 years. While this is a tremendous achievement, there is still a cloud of uncertainly surrounding the industry. Key issues involve the silicon feedstock shortage, the high price of starting material, and the reports of sold-out conditions well into 2006. Given these supply constraints, shipment growth will slow considerably.

Photovoltaic Manufacturer Shipments 2004-2005 is an in-depth look at the supply side of the photovoltaic industry. Strategies Unlimited analyzes shipments and capacity providing insight into industry trends useful to executives. This new report is currently available from Strategies Unlimited.

TABLE OF CONTENTS

• 1. Introduction
  • 1.1 PURPOSE AND SCOPE
  • 1.2 METHODOLOGY
• 2. Executive Summary
  • 2.1 PV MANUFACTURERS
  • 2.2 PV MANUFACTURER SHIPMENTS
  • 2.3 REVENUES
  • 2.4 MODULE PRICE
  • 2.5 MANUFACTURING CAPACITY
• 3. Shipments and Revenues 2002 2003
  • 3.1 SHIPMENTS BY REGION AND MANUFACTURER
  • 3.2 SHIPMENTS BY TECHNOLOGY
  • 3.3 WORLDWIDE ESTIMATED REVENUES, 2002-2003
• 4. Selling Price
  • 4.1 TRENDS IN AVERAGE MODULE PRICING
  • 4.2 POWER AND COMMODITY MODULE PRICING
  • 4.3 FUTURE PRICING TRENDS
• 5. Manufacturing Capacity and Utilization, 2002-2003
  • 5.1 TOTAL CELL CAPACITY AND UTILIZATION ¿ ALL MANUFACTURERS
  • 5.2 MANUFACTURING CAPACITY BY TECHNOLOGY
  • 5.3 MAJOR MANUFACTURER CAPACITY
• 6. History and Overview of the Photovoltaic Industry, 1980-2003
  • 6.1 SHIPMENTS AND ASPs PROJECTED THROUGH 2010
    • 6.1.1 Regional Overview and Industry Shipment History
    • 6.1.2 PV Industry Revenue History
    • 6.1.3 Future ASP and Shipment Projections to 2010
  • 6.2 APPLICATION ANALYSIS
  • 6.3 HISTORY OF SHIPMENTS BY TECHNOLOGY
    • 6.3.1 Market Penetration by Technology