出货排名

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PV InfoLink 2019组件出货排名出炉

组件出货排名出炉!根据PV InfoLink数据库统计,2019年晶科出货约在14GW上下,远高于其他组件生产厂商,亦蝉联2019全球组件排名龙头。后续依序是出货超过10GW的晶澳、天合,第四名开始为隆基、阿特斯、韩华Q-cells、东方日升、尚德、正泰、苏州腾晖。

另外,若观察海关出口数据,前五大出口厂家2019年约从中国本土出口至海外33-34GW的组件,出口排名则依序是晶科、晶澳、阿特斯、天合、东方日升。

2019 module ranking

TOP 10 厂商占全球出货比重持续成长

据PV InfoLink数据库显示,TOP 10厂家的2019年总出货接近80 GW,以2019年总需求约为121GW计算,市占率达到65.4%,相比2018年仅略为成长。而2020年虽然业内普遍对于中国内需较为保守看待,且预期农历年后至今年二季度将是供过于求较明显的时间,但预期全球需求仍较2019年有13.4GW的成长。以目前接单渠道、品牌影响力、产品竞争力等等来看一线大厂都更有优势,订单的集中化趋势会更加明显。因此今年几间领头大厂也设定了较积极的出货目标,预期2020年TOP10厂家的出货占比有望挑战七成。

2019 top 10 market share

2020年高效产品实际需求增加 汰旧换新明显

虽目前看来Q1与Q2总需求量可能相差不大,但随着硅片、电池片、组件的产能都逐季显著增加,Q2的供过于求将较为明显。组件厂家为了力保价格持稳,必须不断提升组件瓦数,使得超过400W的产品报价相当普遍。而400W组件必须搭配大硅片、半片加上多主栅技术,因此传统组件产线的淘汰在今年相比往年会更加明显。

展望2020年,预期依旧呈现上冷下热的需求趋势,在目前组件以提高瓦数来提升接单竞争力的趋势下,特殊组件实际出货明显提升,若高效或特殊产品出货比重较低的厂家,今年的接单将更显困难。

 
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