Solar

More from:

End-to-end research on the global solar industry from polysilicon to policy. Projects, prices, technologies, market shares, and manufacturing are covered in detail to provide the most actionable information on the solar industry.
Insights

Analyst Insights View All (107)

  • Dharmendra Kumar, Josefin Berg | January 16, 2017
    The introduction of a comprehensive indirect tax regime under the Goods and Services Tax (GST) in India has been delayed from April 2017 to September 2017. This delay extends the window to install PV systems at lower tax rates, and will impact the quarterly distribution of India PV demand. In 2016, the government of India announced the introduction the GST in order to make India a common marketplace, with uniform taxes. This new tax regime will subsume all other indirect taxes that are currently applicable in India. A side effect of the GST introduction is that the tax exemptions for PV systems will end. As a result, the Ministry of New and Renewable Energy (MNRE) estimates that the total cost to install for grid-connected solar PV will increase by 12% to 16%. From 16 September 2017, all existing central and state indirect tax laws will void, as defined by the Indian constitution. This means GST must be implemented before the given date.
    Subscribers Only
  • Frank Xie, Josefin Berg | January 10, 2017
    On 27 December 2016, China's National Development and Reform Commission (NDRC) published the new feed-in tariffs (FiT) for PV systems to be installed in 2017. The 13% to 19% reduction compared to 2016 tariff rates are in line with the IHS assumptions for the China PV demand forecast published in the PV Demand Market Tracker on 9 December 2016. As anticipated, the reduction of the FiT is accompanied by a grace period for PV systems that were approved before the end of 2016, but not installed. Such projects have until 30 June 2017 to be installed and connected in order to benefit from the 2016 FiT. As developers rush to install projects under the grace period, IHS forecasts that China will add 15 GW of PV installations in the first half of 2017. At the end of 2016, the National Energy Administration (NEA) announced an increase in the quota allocated for the 2016 FiT by 5 GW. This adds on to the 23 GW quota previously allocated (including poverty alleviation projects). Provinces that gain more than 500 MW of additional 2016 quota will not have any quota allocated for 2017.
    Subscribers Only
  • Frank Xie | December 08, 2016
    China continues to await confirmation of the details of a crucial feed-in tariff (FiT) change that is proposed to take place at the end of this year. It is widely anticipated that it will be confirmed in December that FiT rates will be cut by 13% to 25%, with a grace period allowing projects approved before the end of 2016 to complete in 2017. The market has reacted to this uncertainty by accelerating rapidly in Q4 2016, with EPCs aiming to complete as many projects as possible prior to the end of the year.

Services

Subscription Services

Offers detailed and insightful analysis on the downstream solar market. The wide-ranging research—covering solar system installation, PV market potential, and impactful government policies—is designed to provide the most comprehensive market intelligence into this rapidly developing industry.
Analyze and access near and long-term opportunities in this fast-paced industry with unrivaled market research
Comprises all of IHS offerings on the PV module supply chain in one single subscription package. With detailed and accurate data on the photovoltaics raw material
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 analyzing 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 (24)

  • Marianne Boust, Daniel Johnson | January 06, 2017
    This is the first market research report by on the global market and business case for off-grid solar and energy storage for rural electrification. This report provides the most detailed and up-to-date assessment of the off-grid rural market, regional trends, competitive landscape, supply chain and technology taking into account economic, political and social factors.
    Subscribers Only
  • Sam Wilkinson, Frank Xie, Jessica Jin | December 21, 2016
    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.
    Subscribers Only
  • Cormac Gilligan, Steven Duong | November 30, 2016
    IHS Markit ran its annual solar survey between August 2016 and November 2016. This report was conducted for PV inverter suppliers to gain knowledge and insight into the requirements and opinions of their customers.
    Subscribers Only

Data

Data View All (14)

  • Edurne Zoco, Jessica Jin, Holly Hu, Karl Melkonyan | January 10, 2017
    This quarterly report tracks PV cell production, capacity and equipment spending, supply chain tool demand, technology roadmap adoption rates and more.
    Subscribers Only
  • January 10, 2017
    The Solar Deal Tracker North America offers comprehensive database coverage of the region’s downstream project activity. This frequently updated database provides detailed information for both completed and planned projects. ...
    Subscribers Only
  • January 09, 2017
    IHS is pleased to announce the new online Solar Deal Tracker. We have given the platform a major overhaul to improve usability for subscribers. You will now be able to download your custom set of project data directly from this site.
    Subscribers Only

Presentations

Presentations View All (15)

  • Solar Asset Management Europe
    Josefin Berg | November 17, 2016
    This presentation summarizes the secondary market for solar assets in Europe. It was delivered by Josefin Berg at the 2016 Solar Asset Management Europe event on 9th November 2016.
    Subscribers Only
  • BGS Solar Summit
    Josefin Berg | November 17, 2016
    This presentation summarizes the current status of PV in Sub-Saharan Africa, and the drivers and challenges faced by this market. It was delivered by Josefin Berg during the BGS Solar Summit 2016 event on 14th November.
    Subscribers Only
  • The Perfect Storm: The Next Solar Industry Shakeout?
    Edurne Zoco | October 13, 2016
    This webinar was hosted by IHS analysts on 11th and 13th October 2016 and discusses the causes and impacts of the oversupply situation that currently exists in the PV module supply chain, and how pricing, capacity, production and demand are likely to respond in the coming quarters.
    Subscribers Only

Press Releases

Press Releases View All (88)


Analysts View All (18)

  • Icon Senior Analyst, Solar Demand and Supply Chain
    As the senior solar research analyst with IHS Solar in China, Frank Xie focuses on areas such as PV inverters, energy storage, system integration and PV demand. He is a well-known PV industry expert and has spoken at many high level events including SNEC, SolarCon, Intersolar China and Renewable Energy India, sharing perspectives about the global PV industry outlook.
  • Icon Senior Analyst, Solar Demand
    Josefin Berg is a senior analyst for the IHS solar research group, where she performs market analysis of trends and strategies in the downstream part of the PV market.
  • Icon Senior Analyst, Solar Demand
    Wade Shafer is a senior analyst for the IHS solar research group. He focuses his research on the North American downstream PV industry and policy environment.
Share facebook Twitter Google Plus Linked In Add This Contact Us