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The situation of Taiwan's solar cell manufacturers
by：Power Kingdom
2021-04-21
Recently, the Chinese government started anti-dumping and countervailing investigations on imported polysilicon. Industry insiders pointed out that China's domestic polysilicon companies may benefit from it, but the production costs of downstream companies may increase. Some market participants believe that the punitive tariffs imposed by the US government on Chinese solar companies may increase OEM orders, and Taiwan solar companies can benefit from this. However, in fact, the US market demand is lower than expected, and OEM orders are limited. Industry insiders added that European market conditions have been severely impacted, and Taiwanese solar companies that rely on OEM orders may also feel the negative impact. According to the Taiwan Electronic Times, Chinese solar companies have been negatively affected by the US anti-dumping and countervailing punitive tariffs and the instability of the European solar market. As some Taiwanese solar cell manufacturers have been relying on orders from Chinese companies, the market believes that this negative impact is likely to spread to Taiwanese solar companies.
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