Hi Klothilde,
Taiwan has a good relationship with Japanese manufacturers . They can absolutely benefit from that. However I am confused with their poor results as Japan is skyrocketing. The only explanation I have contains two causes. One would be Chinese are moving on the turf, which they do, acknowledged by the module shipment data. Second is price protection. Interestingly Gintech characterized the situation as lack of capacity and employees as they have plenty of orders. I am not sure if I buy this as the whole industry was in the red, but I fully see this to be a price control in Taiwan, as they simply agree not to sell at certain levels. If the bit about orders coming in and capacity being down is real, they have now exposure to orders in Janaury, Digitimes can be talking about this. But they always talk big about Taiwan, so I would be cautious. Since we are on topic of Taiwan, I got info that there are plans in China to import poly from Taiwan. There is an expectation that poly will go up in price at least temporary. Instead of buying poly, companies will be also buying wafers from Taiwan. So Taiwan is becoming in the sphere of interest again, the same way their cells got into it when the US was declaring tariffs. Imho, I think that relationship may not be lasting. I expect large Chinese companies to set up shops globally, Taiwan is simply to expensive and too far for shipping costs, to be the choice.
alexp(May 9th 2013, 11:49pm)
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Saturday, May 11th 2013, 1:52am
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