Declining Margins Push Downstream Integration

ただ、米国のSunPowerや中国の大手メーカーでも赤字かそれに近い状態というのは業界として維持可能ではないのでは？という疑問を持ったため質問させて頂きました。

Declining Margins Push Downstream Integration by Michael Barker November 19, 2012 Although interpreted by some competitors as malicious, the rise of Chinese cell/module manufacturing during 2012, which in large part has led to the current troubles facing the PV industry, came about because there was an opportunity to enter an industry where demand had been increasing by an average of over 50% Y/Y, with manufacturing margins that were in the double-digits. Given the expertise of many Chinese firms at refining mass production of electronics equipment it was almost inevitable that there would be a move towards new entrants attempting to compete via lower cost/pricing strategies against higher-priced ‘established’ brands. Initially, new entrants into the solar industry were able to achieve rapid scale-up of manufacturing capacity, combined with the retention of double-digit ma...

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