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View this online video to gain an overview of the global coverage of our Solar research and analysis.
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Analyst Insights View All (323)
Electronic component shortage impacting PV inverter supplier production timelines and profit margins
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August 15, 2018
Many leading PV inverter suppliers are continuing to deal with key electronic component shortages and long lead times which is negatively impacting production schedules and profit margins.
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August 14, 2018
UPDATE: On 13 August India’s Ministry of Finance released a statement, which directs All Principal Chief Commissioner/Chief Commissioner of Customs and Central Excise & GST, not to charge Safeguard Duty for the time being. This statement has been released to be in compliance with interim directions issued by the High Court of Odisha in written petition number 12817 of 2018.
This decision means that PV modules and cells can for the time being enter India without any safeguard duty. Importers are however requested to sign a letter that obliges them to retroactively pay if the government re-instates the duties. The temporary halt to the safeguard duties improves the outlook for those companies seeking tariff exemptions for awarded projects, and for manufacturing in SEZs (see below). Near-term it means that shipments already heading to India can be cleared without duty (for now). New orders will depend on the confidence that developers and manufacturers have in the government's ability to approve the requested exceptions. IHS Markit assesses that it will take at least a month for the issue to be settled.
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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.
Presenting a wide-ranging detailed examination of the market for energy storage systems across all key global segments of the industry. Databases and reports cover small and large-scale renewable integration, grid support, and behind-the-meter storage.
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 the most comprehensive research in the industry on smart utility meters; investigating the most important trends, drivers, and challenges affecting the current and future market for metering solutions.
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.
Covering both UPS hardware and its service and support, provides industry-leading detail and comprehensive analysis across a number of key industry segments.
Reports View All (121)
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August 21, 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.Subscribers Only
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August 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.Subscribers Only
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July 17, 2018
This is the 2018 edition of the annual IHS Markit Electricity Meters Report, which is a major component of the Smart Utility Meter Intelligence Service. This report consists of over 100 data tables, with historical information reaching back to 2009, and forecasts going out to 2024.Subscribers Only
Data View All (18)
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August 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.Subscribers Only
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August 02, 2018
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
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July 31, 2018
This database presents detailed information regarding all planned and completed energy storage system (ESS) installations and the companies that are involved in these projects. The extensive database of projects provides a unique datasource to analyse real activity in the energy storage market, including the requirements of the ESS in each grid interconnection location and which technologies are being deployed to provide these services. It also presents company profiles for companies active in this market and can be used to identify what companies are leading in installations in each key region.Subscribers Only
Presentations View All (46)
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New markets & innovation to continue the PV tracker market boom| July 16, 2018This 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...Subscribers Only
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Progress update on the global ESS market| July 10, 2018This 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.Subscribers Only
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Are EV makers putting the cart before the horse?| July 03, 2018On 20 June 2018, IHS Markit Associate Director Vincent Ledoux-Pedailles from the Chemicals group presented at the Intersolar / EES Europe Conference in Munich, Germany. It addresses the questions of how the supply and demand of battery cells for the automotive and stationary energy storage industries is developing.Subscribers Only
Press Releases View All (141)
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May 24, 2018
Solar analysts at IHS Markit (Nasdaq: INFO), a world leader in critical information, analytics and solutions, will gather at the SNEC 12th International Photovoltaic Power Generation and Smart Energy Exhibition & Conference in Shanghai, China, on May 27-30, 2018.
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April 09, 2018
Global solar photovoltaic (PV) demand is forecast to hit another annual record of 113 gigawatts in 2018, propelled by strong demand anticipated in China.
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March 22, 2018
The new Samsung Galaxy S9+ equipped with 64 gigabytes (GB) of NAND flash memory (model number SM-G965U1) carries a bill of materials (BOM) cost of $375.80, much higher than for previous versions of the company’s smartphones.
Analysts View All (25)
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Associate Director, Solar & Energy Storage
Sam Wilkinson is a Associate Director for the Solar and Energy Storage Research group at IHS Markit.
Case Studies
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Global Chemical Company Strengthens Leadership in Solar Energy Sector with Strategic Market Insights
One of the world’s largest chemical companies was well positioned at the forefront of the solar energy sector – where it was providing essential materials to manufacturers of photovoltaic (PV) cells – and its leadership team wanted to expand that market footprint.
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