TSXV:ACU - Post Discussion
Post by
ARIMA11 on Feb 07, 2022 12:07pm
Interesting
https://www.pv-tech.org/top-50-most-bankable-module-suppliers-in-the-pv-industry-today/
At the start of 2022, 50 module suppliers occupy bankability ratings of CC and above. Only six module suppliers have A-Grade ratings.
It just happens that there are exactly 50 suppliers rated CC or above; hence the use of ‘top 50’ for this article. These 50 companies make up more than 98% of global module supply today. To scupper any thoughts of ‘consolidation’, it should be remembered that there are more companies in the lowest rating band (C) than in all the ratings bands collectively above. Most of the (pure-play) OEMs fall into the ‘C’ band, in addition to ‘distributors’ that often like to call themselves module suppliers with GW-plus ‘capacity’. Making product should be king; more later on this subject.
Firstly, it remains the case that the companies consistently at the top of the bankability ratings are the ones that make most of what they ship. Certainly cells and modules, but generally having control of in-house production from ingots to modules characterises industry leaders. The reasons for this are fairly obvious; controlling production costs, in-house quality control, the ability to manage each value chain stage when introducing new technologies/products, decoupling from supply chain bottlenecks and avoiding having to rely upon your module supply competitors that may be dominant suppliers of wafers or cells..
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