在太瓦级（TW）年度生产时代的光伏行业的制造和技术.pdf

1、Manufacturing&Technology in the PV Industry in the TW Annual Production EraPV CellTech USA 2024|San Francisco Bay Area,California|8 October 20241Finlay ColvilleHead of Research-PV TechChair-PV CellTech&PV ModuleTech ConferencesFinlay Colville|PV CellTech USA 2024|8 October 2024Company&Speaker-Introd

2、uctionPV Tech,Solar Media&InformaPV Tech,Solar Media&InformaPV Tech is well-known brand within Solar MediaSolar Media has been part of Informa Markets since 2024,a division within Informa PLCInforma PLC is an events,digital services&academic research group,LON:INF,FTSE 100,market cap.ca.$15B*2Finlay

3、 ColvilleFinlay ColvilleHead of Research,PV TechChair of the PV CellTech&PV ModuleTech conferencesMore than two decades as market analyst covering the solar PV sectorJoined PV-Tech in 2015,having headed up analyst team at Solarbuzz until acquisition by IHS*As of 1 Oct.2024Finlay Colville|PV CellTech

4、 USA 2024|8 October 2024Contents for Day One Talk Capex-Leading Indicator of Choice Second PV Manufacturing Downturn Dynamics of Downturn TW Production Polysilicon Pricing Module Pricing Technology Summary3Finlay Colville|PV CellTech USA 2024|8 October 20244Capex-Leading Indicator of ChoiceFinlay Co

5、lville|PV CellTech USA 2024|8 October 2024Last Year at PV CellTech USA 20235Finlay Colville|PV CellTech USA 2024|8 October 20246Second PV Manufacturing DownturnFinlay Colville|PV CellTech USA 2024|8 October 202472012-2014downturn2024-2026downturnUnderlying or Consolidated Sector GrowthPeaks-&-Trough

6、s or Capex CyclesFinlay Colville|PV CellTech USA 2024|8 October 20248Dynamics of Downturn TW ProductionFinlay Colville|PV CellTech USA 2024|8 October 20249CAGR20%CAGR25%Finlay Colville|PV CellTech USA 2024|8 October 202410GW Era10 GW100 GWDownturn Ends as Tera