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According to a new report from IHS Markit, the new record comes at a time when the solar supply chain is moving into a new phase with a greater emphasis on three critical drivers of profitability, technology leadership and consolidation.
"The major module manufacturers are out of stock during the first half of the year," said Josefin Berg, Clean Energy Technology Research Manager at IHS Markit. "There is still no sign of price weakness for July shipments, manufacturing capacity remains sufficient and no major bottlenecks have emerged to change our forecast of 181 GW for solar PV installations globally."
Although module prices remain higher than the lows seen in 2020, IHS Markit expects global demand to grow during the second half of 2021. The supply chain is experiencing new price spikes for some materials, including polysilicon, copper and steel, which put additional pressure on module manufacturers. to keep module costs high.
While the costs of some module raw materials, such as glass, are forecast to decline from the second quarter of 2021, the impact towards lowering module prices will be limited due to strong demand in both China and China. international markets from May and a greater focus on manufacturers' profits.
