Research Note - Is Solar PV Experiencing Oversupply Conditions?

by Jade Jones

Recently, oversupply concerns have been raised by some suppliers due to a weak H2 2016 demand outlook and more aggressive module price decline in select regions. This newly-released research note outlines what is currently happening in the PV market, and what ramifications there will be, exploring these four questions:

  • How does GTM Research define oversupply?
  • How does supply-demand in 2016 compare to the oversupply dynamics of 2011-2012?
  • How will the current situation affect suppliers?
  • How long do we expect oversupply concerns to last?

Ramped Module Capacity vs. Module Demand, 2010 – 2016E

Solar Module Supply Demand


This note is only available to solar research subscribers. For more information, download the membership brochure here or contact Matt Casey at casey@gtmresearch.com.

Jade Jones Senior Analyst, Solar

Jade Jones is a Senior Solar Analyst with GTM Research covering the global solar supply market. Jade aggregates and analyzes technology and pricing data within the solar manufacturing sector which informs both research and consulting. Prior to GTM, she has held several positions providing insight into the key relationships, business models and technology trends that are shaping the cleantech sector. Jade has a BS in electrical engineering from the University of California, Santa Barbara.

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