ZURICH, Switzerland — The solar photovoltaic industry might be a
seller’s market for equipment manufacturers but representatives of the
world’s leading photovoltaic product manufacturers are calling for
suppliers to better address their needs. PV industry demands came
across loud and clear at conferences running alongside the Photon
Technology Show in Munich earlier this month.
Whereas in times past it had to make do with equipment originally
developed for the semiconductor industry, the PV industry is getting
big enough to push equipment suppliers to build specifically for it,
according to delegates. But that pressure is counterbalanced by the
strong growth in the industry which is making the need to acquire gear
urgent and driving up prices.
Revenues for the photovoltaic industry grew to $17 billion last
year, up from $10.6 billion in 2006, as tracked by market research
firm Solarbuzz LLC (San Francisco, Calif.). Production capacity has
grown at between 30 and 40 percent a year for the past five years. But
it is a growth rate driven largely by government policies, incentives
and subsidies.
"Today you choose your customers [due to government support], but
tomorrow it will be a different case," said Philip Koecke, CTO
SolarWorld, a German integrated manufacturer of solar products.
Rapid growth and swelling sales have attracted dozens of startups
and established manufacturers from nearby sectors, as well as solar
industry incumbents, to invest in factories to meet demand for
polycrystalline silicon (also known as polysilicon or poly), solar
cells, and modules, resulting in equipment order books filled for
months ahead.