28 Sep '16, 7pm

#SolarGCC , Overcapacity: How low can module prices go? Read more:

Deutsche Bank’s view that module ASP’s could continue to fall and approach US$0.35/W within the next 6-9 month timeframe could prove to be the most conservative. The FUD (fear, uncertainty and doubt) over the solar industry entering it second major overcapacity cycle is being replaced by a focus on how much overcapacity verses end market demand exists, especially in 2017 and therefore how low will PV module ASP’s go? Solar Power International (SPI) could not have happened at a better time to gauge ASP declines in the early phase of the current overcapacity cycle. Several solar-centric US-based financial analysts have since provided their SPI investor note ‘takeaway’s’ that are all dominated by ASP decline pointers. ROTH Capital’s analyst, Philip Shen highlighted the biggest fear that module ASP’s were collapsing quickly towards manufacturing cash costs. Shen noted that ove...

Full article: http://www.pv-tech.org/editors-blog/overcapacity-how-low-...

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Overcapacity: How low can module prices go?

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Deutsche Bank’s view that module ASP’s could continue to fall and approach US$0.35/W within the next 6-9 month timeframe c...

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