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Major, multiple factors are at play in the solar energy sector. The demand for high-efficiency solar modules is rising. Disruptions are rocking the global PV supply chain. Monocrystalline technology is gaining traction. Energy storage opportunities are increasing. And governmental policy changes are underway.

Track all the trends and trajectories with our end-to-end research covering the projects, prices, technologies, market share and manufacturing for the most actionable information on the solar industry.
Insights

Analyst Insights View All (182)

  • Maria Chea | September 20, 2018
    On 29 August, Argentina's president, Mauricio Macri, announced plans to speed up the disbursement of a $50 billion Stand-by Arrangement (SBA) loan by the International Monetary Fund (IMF). His statements raised the alarm that the country was unable to finance itself, sending the emerging markets into a tailspin. On 31 August, the Argentine peso reached a record low of ARS 41 to the USD 1. The central bank responded by increasing interest rates to 60% The government is currently undergoing negotiations with the International Monetary Fund (IMF) to redesign the SBA signed earlier this year. The currency crisis has negatively impacted financing and risks slowing down investment across multiple industry sectors in Argentina. As for renewables, even if the projects in RenovAr are shielded from currency and off-taker risks, these protections may not be considered sufficient for potential financiers.
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  • Miguel de Jesus, Cormac Gilligan | September 10, 2018
    Historically, both Enphase and SolarEdge have enjoyed success partly due to being “first movers” with their respective technologies of microinverters and power optimizers. Their successful sales execution and marketing, coupled with a boom in residential shipments in the United States and key global markets capitulated each company to occupy dominant positions in the module-level power electronics (MLPE) industry. However, in recent years, the intense price competition and challenging competitive landscape has pushed both companies to accelerate their pace of innovation and entry into new markets in order to maintain their leading positions and grow their business in revenue terms.
  • Edurne Zoco, PhD, Josefin Berg | August 29, 2018
    On 21 August, the majority of EU member states rejected the request for the initiation of expiry reviews with regards to the anti-dumping and anti-subsidy measures for crystalline solar PV modules and cells originated in or consigned from the People’s Republic of China. As such, the undertaking on the minimum import price (MIP) is likely to end on 3 September after almost five years in place. The decision could still be appealed before the European Court in Luxembourg but at this stage, the likelihood of a successful appeal seems minimal. In our latest PV Installations Tracker published in June, we had already assumed as our most-likely scenario that the MIP would not be extended after September. Therefore, IHSM will not be making any major revision of the Q3 2018 installation forecast that will be published in two weeks.
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Services

Subscription Services

Offers comprehensive tracking and analysis of the downstream PV market. Market trackers as well as online project and integrator trackers cover solar system installations, market potential, and impactful government policies driving downstream solar activity around the world.
Delivering essential information on the market for traditional inverters, microinverters, and power optimizers. Market trackers and reports cover supplier market share, shipments, revenues, pricing, policies, and demand for over 20 countries enabling comprehensive visibility into the global PV inverter market.
Detailed analysis and tracking of global PV supply and demand. Four market trackers give access to all aspects of supply, demand, prices, capacity, equipment spending, suppliers, technology roadmaps, and much more.
This Service provides current and credible forecasts and analysis for installed PV capacity in North America, O&M and EPC coverage, as well as tracking and analysing project activity and Balance of System suppliers in North America. The research also includes detailed analysis of the supply chain, with coverage including module and inverter data.
This premium intelligence service provides complete upstream and downstream coverage of the solar industry, with ongoing data, analysis and insights throughout the year.

Reports

Reports View All (46)

  • Jessica Jin, Holly Hu | September 21, 2018
    The PV Market Trend Survey - China is produced monthly and relies upon real shipment and installation data collected from suppliers and installers in the world’s largest PV market, in order to provide customers with a regularly updated and accurate check on its short- and medium-term development.
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  • Cormac Gilligan, Miguel de Jesus | September 07, 2018
    This is the tenth edition of IHS Markit’s highly regarded report on microinverters & power optimizers. It was researched over 8 months and provides the only detailed and reliable assessment of the global market. The report has been compiled using IHS Markit’s extensive knowledge and experience in the PV and power electronics industries.
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  • Josefin Berg, Susanne von Aichberger, Maria Chea | August 30, 2018
    Each PV Country Profile provides in-depth analysis on the latest PV market development in each country, including incentives, tenders and other drivers or barriers. The study reviews the competitive landscape as a complement to the PV Projects Pipeline Tracker and the Solar Deal Tracker.
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Data

Data View All (16)

  • Susanne von Aichberger | September 21, 2018
    IHS Markit’s revamped PV Installations Tracker (previously PV Demand Market Tracker) provides forecasts and analysis for installed photovoltaic (PV) capacity in more than 30 countries.
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  • Susanne von Aichberger | September 21, 2018
    IHS Markit’s revamped PV Installations Tracker – Premium (previously PV Demand Market Tracker) provides forecasts and analysis for installed photovoltaic (PV) capacity in more than 70 countries.
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  • Camron Barati, Maria Chea | September 21, 2018
    The Solar Market Tracker - North America provides forecasts and analysis for installed PV capacity in the United States and Canada at a country and state/province level. The tracker is updated at least quarterly to provide the most up-to-date projections for each market based on the latest policy changes and market developments.
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Presentations

Presentations View All (18)

  • New markets & innovation to continue the PV tracker market boom
    Camron Barati | July 16, 2018
    This presentation provides an overview of the PV tracker market in the United States. Key topics addressed in the presentation include the identification of key US markets for ground-mounted PV, the breakdown of the ground-mounted PV market in the United States by mounting type...
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  • Progress update on the global ESS market
    Julian Jansen | July 10, 2018
    This presentation provided a summary of the IHS Markit global outlook for energy storage. It further evaluated the major trends shaping the energy storage industry including supply chain constraints, emerging applications and the convergence with e-mobility.
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  • Milan, Italy
    Josefin Berg | June 28, 2018
    On 5 June 2018, IHS Markit analyst Aurore Penillard from the Power and Renewables group attended the Solarplaza event “Solar Market Parity EU”, in Milan.
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Press Releases

Press Releases View All (94)


Analysts View All (16)

  • Icon Research & Analysis Manager, Solar & Energy Storage
    Josefin Berg is a Research & Analysis Manager for the Solar & Energy Storage research group, where she performs market analysis of trends and strategies in the downstream part of the PV market.
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