Research Note - Is Solar PV Experiencing Oversupply Conditions?
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