China's Solar business is developing rapidly, making Japan will face from China and the United States counterparts of competitive threats, Japan photovoltaic (PV) system manufacturer to its nearly 10 billion scale national solar energy market continues to occupy a leading position, you will need to consolidate its own technological advantages.
Asia's largest economy in Japan is the world's third largest solar market, Japan Government support for the industry attracts Asian solar energy company to invest.
China's Suntech power companies in Japan market is currently the fourth largest solar PV system provider, it is expected that the size of the market in the next two years will turn the previous times.
Kyocera and Sharpe, Japan's electronic product manufacturers are facing pressure to produce the most efficient solar PV system, greatly reduce the cost to keep their market share.
Macquarie analysts DamianThong said: "overseas solar enterprises--especially China PV manufacturers--into the Japan market momentum to amazing, constitute a threat to local enterprises. ”
China solar energy solar market strongly into Japan
Japan-made solar panels prices can be as high as $ 2 per watt, belongs to the most expensive in the Asian region, while the Chinese enterprises manufacturing Panel prices can be lower than Japan manufacturing over 10%.
Japan company also faces from Taiwan Mau di and Han LSIndustrialSystem etc enterprise threat, these two companies have entered the Japan market.
Japan's two major photovoltaic manufacturer Kyocera and Sanyo 6764 should best defense against external threats, because both are crystalline silicon PV manufacturers, while the Chinese competitors are making this kind of solar panels.
Mitsubishi UFJ securities analyst AkihikoUchino said: "with its industry vertical integration capabilities, Kyocera in cost terms best compete with Chinese competitors. While many such as Sanyo Japan PV system manufacturer relative Chinese competitors, has a huge technological advantage. ”
Technology gap
Although Japan-made PV products with excellent efficiency and design, price is much higher for Chinese products, introduced the technology gap is narrowing rapidly.
Thong said, "such as Kyocera, Sanyo and other enterprise's main objective is the technical highlight of their advantages ... But they still need to speed up the pace, because China Solar PV business investment for technology upgrades. ”
Already into Japan market China solar cell manufacturer Artes CSIQ wish 18.5% crystalline silicon photovoltaic conversion efficiency. Another Chinese company confident its wafer Trina solar energy can achieve 18.8% conversion efficiency and plan to have this kind of products in the fourth quarter before listing.
Macquarie, Sanyo's latest product HITBK200 battery conversion efficiency is however 19.7% efficiency for 17% of the component.
The conversion efficiency is a solar cell to capture sunlight and convert it into electric energy. Macquarie, conversion efficiency increase by one percentage point each, the price of solar energy products can increase 6%.
Prices and technical gaps narrowing makes Japan's solar energy market will face to the pressure from all sides.
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