对太阳能薄膜电池09年的供需分析(1).pdf

文档介绍：PV Thin Film –
Will the Demand Grow Like the Supply?
Stephan Franz, EuPD Research
Presentation at the International Conference Thin-Film
Würzburg, 28 January 2009
Will the demand grow like the supply?
The PV industry might face a short-term oversupply.
But the financial crisis is likely to cushion this trend.
Thin film is a door opener for new markets.
The answer is “yes”, in the mid-term.
2
Agenda
A. About EuPD Research
B. Supply of PV Thin Film
C. Demand for PV Thin Film
D. The Financial Crisis on Supply and Demand Side
3
A. About EuPD Research
4
What We Do: Profound Research and Consulting
ƒ EuPD Research is an international market research and consulting
company from Bonn/Germany.
ƒ Global market leader in primary PV research.
ƒ More than 250 PV research & consulting projects essfully
plished since 2001.
Our Service Portfolio
Degree of Customization +
Information Multi-Client Shared Research Services
Services Services Services Consulting Services
5
Information Sources of This Presentation
Quantitative Survey Database
ƒ PV Thin Film Industry Analysis
ƒ PV National Market Studies
(Germany, Spain, Italy, France, USA)
ƒ PV InstallerMonitor© - Supply
Management
Constant PV Market Tracking
Source:Quelle: EuPD EuPD Research Research 2008 2008
GeschäftsklimaindexGerman PV BusinessClimateIndex "Photovoltaik"*©*
120 ƒ Manufacturer Database “PV Heaven”
110
101,9
100,0
98,1 98,7 101,9 96,8 100,0 ƒ International PV ModulePriceMonitor©
100 100,0
95,5 98,7
96,0 97,1 97,4
97,5 97,4
92,1 93,3 97,4
89,6 89,2 90,1
87,9 90,5
90 89,3
91,0
84,7
83,6 82,8 82,8
86,5 83,3 ƒ European Business Climate Index
80,8
80
81,4 78,8 78,2
80,1 79,5
74,3
70
66,7 ƒ PV Executive News Summary
60
Q1/2005 Q2/2005 Q3/2005 Q4/2005 Q1/2006 Q2/2006 Q3/2006 Q4/2006 Q1/2007 Q2/2007 Q3/2007 Q4/2007 Q1/2008
GeschäftsklimaClimate GeschäftslageSituation ExpectationGeschäftserwartung Start:St