AS Published on Wednesday 19 May 2021 - n° 362 - Categories:PV Watch
A look at the consequences of the silicon shortage
There is a lot of talk about the price increase due to the shortage of silicon. Indeed, prices have risen sharply. The industry has partly absorbed these increases, since panel prices have changed little, but their panel production volume has been reduced.
Developers are starting to show in their Q1 accounts that the difficulties are starting to hit them. Tracker manufacturers are seeing a halving of their sales compared to Q4 2020 or Q12020. This has a significant impact on their profitability. The few developer publications indicate that they too are affected by the pandemic and price increases. All those who do not have operating plants and are only service providers will have a difficult year in 2021.