Abstract The two sides stretched out their hands and crossed the time and space of 66 years. However, in the photovoltaic industry, Taiwan and the mainland have always been accompanied and interdependent, and their respective positioning has been adjusted in the constantly competitive and integrated PV market. The photovoltaic industry in Taiwan and the mainland presents a higher market at the current stage...
The two sides reached for each other and crossed the time and space of 66 years. However, in the photovoltaic industry, Taiwan and the mainland have always been accompanied and interdependent, and their respective positioning has been adjusted in the constantly competitive and integrated PV market. The photovoltaic industry in Taiwan and the mainland has a high degree of market dependence at the current stage. For example, from the perspective of silicon wafer manufacturing, at present, not only the 1GW of monocrystalline silicon wafers required by Taiwanese companies are from the mainland, but also the polysilicon wafers that exceed 50% of Taiwan's market share are mainly purchased from the mainland.
Wang Shijiang, deputy secretary-general of the China Photovoltaic Industry Association, said that the layout of the photovoltaic industry on both sides of the strait is more complementary and the competition is not very prominent. Taiwan's PV companies focus on the production of battery chips. In 2015, Taiwan's battery production capacity was 10GW, accounting for more than 20% of the global market share; the mainland has a large scale and cost advantage in the production of silicon wafers. Although the production capacity of the mainland battery is also very impressive, the huge market space in the mainland can basically fully digest it.
From the perspective of the cross-strait photovoltaic industry, Taiwan and the mainland have different advantages in different photovoltaic industry chains. Among them, Taiwan's outstanding semiconductor technology accumulation, focusing on battery efficiency and quality improvement, has created a higher brand value in the international market, becoming the preferred brand in Japan, South Korea, the United States and other markets. However, in the production of polysilicon, mainland PV companies are not inferior. Lv Jinbiao, vice president of GCL-Poly, revealed that the major Taiwanese battery companies are their customers. It is understood that the mainland polysilicon enterprises only protect the market supply of nearly 40% of the Taiwan wafer market.
The development of cross-strait PV companies has never been isolated. While participating in competition, they have stepped up their integration. Since 2011, mainland PV companies have promoted Taiwan's photovoltaic industry's prosperity in order to avoid "double-reverse" access to Taiwan. According to statistics, during the “double-reverse†implementation of continental PV products in Europe and the United States, the production capacity of Taiwanese manufacturers of solar cells rapidly rose to 12GW in 2013-2014.
Although Taiwan's local application market is only 0.5GW/year, the market space is extremely small, and Taiwan's PV companies lack sufficient funds to expand overseas, there is no doubt that the mainland market provides the best guarantee platform for Taiwan PV companies. At present, more than 40% of Taiwan's battery cells are supplied to the mainland. As the head of a Taiwanese PV company said, the future mainland will remain the most important market in Taiwan.
Lu Jinbiao believes that the global PV market is intensifying competition, and Taiwanese companies should be more flexible and worthy of reference by mainland companies. Lu Jinbiao said that the market has created pressure on Taiwanese companies, but Taiwan has responded quickly, and there has been a boom in large companies' mergers and acquisitions of small businesses. Among them, Maodi, Taiwan's largest photovoltaic company, successively acquired Sunlight and Lianjing, forming a large-scale production and manufacturing enterprise with centralized production capacity, which not only enhanced its competitiveness, but also further realized centralized and specialized production.
This is indeed the case. According to the reporter, in the past two years, Modi, which has completed the merger and acquisition, has expanded its total production capacity to 3GW after the acquisition of Sunlight and Lianjing. It has become the world's largest solar cell factory and has become an important milestone in the development of Taiwan's photovoltaic industry. Taiwan’s Maodi CEO Zhang Bingheng once said that through resource integration and operational management, it is expected to improve overall operational efficiency. While expanding the scale of operations, it will also strengthen the overall supply chain value, enhance bargaining power and reduce production costs.
According to the reporter's observation, with the escalation of global PV market competition, the integration of Taiwan and the mainland has entered an accelerated period. Among them, the trend of Taiwan's wafer business shifting to the mainland is obvious. Several large Taiwanese companies have only reserved some ingots and equipment production facilities in Taiwan, but they have successively built factories in Kunshan, Wujiang and Xuzhou. Jiang Hua, a researcher at the CCID Institute of Electronic Information Industry, said that from the perspective of the global market, Taiwan's photovoltaic cell products are second only to the mainland in terms of competitiveness. In the future, Taiwan can truly achieve advantages through industrial cooperation and project investment with the mainland and other regions. Complementary.
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