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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 (183)

  • Edurne Zoco, PhD, Sam Wilkinson, Camron Barati, Christine Beadle, Maria Chea, Miguel de Jesus | October 04, 2018
    Solar Power International is a leading trade show and conference for the solar and energy storage industries in the United States. After attending the show in Anaheim, California, the IHS Markit Solar and Energy Storage analyst team has summarized some major findings from the event.
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  • 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.

Services

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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 (48)

  • Cormac Gilligan, Miguel de Jesus | October 18, 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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  • Energy storage inverter supplier base continues to expand despite intense price pressure
    Cormac Gilligan, Miguel de Jesus | October 17, 2018
    The growth of the energy storage market offers suppliers of inverters a huge growth opportunity, across a wide range of applications and regions. Many existing providers of solar inverters and industrial power electronics have moved to take a leading position in this growth market.
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  • Josefin Berg, Susanne von Aichberger, Maria Chea | October 17, 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 (15)

  • formerly PV Integrated Market Tracker
    Jessica Jin, Edurne Zoco, PhD, Karl Melkonyan, Holly Hu | October 18, 2018
    This tracker focuses on the markets for polysilicon, solar wafers, PV cells and modules, and PV installations. It delivers independent analysis, accurate and fresh market data and informed forecasts.
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  • Edurne Zoco, PhD, Jessica Jin, Holly Hu, Karl Melkonyan | October 15, 2018
    The PV Suppliers Tracker contains detailed data on the performance of leading companies in the PV module supply chain. It provides a detailed database of capacity, production, utilization and shipments for polysilicon, wafer, cell and module suppliers.
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  • Christine Beadle | October 02, 2018
    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.
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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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