 分析师Corrine Lin概述了她对2018年的预测。她认为四个主要趋势:1、贸易战争将影响光伏市场；2、不会再有多晶短缺的情况；3、金刚石和黑硅会降低成本；4、PERC和半片切割技术都将成为主流。 与此同时，根据IHS Markit的数据，2018年将形成逆变格局的六种趋势，其中包括：1、中国光伏市场将持续占主流地位；2、组件级电力电子技术(MLPE)将呈增强趋势；3、模块化设计使中心解决方案具有吸引力；4、零部件短缺的威胁。 在全球范围内，政策方面也会发生很多事情。然而，一切尚未定论，就像2017年，中国变帽子戏法一样，任何事情都有可能发生。 （翻译：光伏测试网） 以下为原文，摘自PVmagazine Analyst Corrine Lin outlined her panel predictions for 2018. She sees four major trends: (i) trade wars will affect the market; (ii) there will be no more poly or wafer shortages; diamond and black silicon will drive down costs; and both PERC and half-cut modules will hit the mainstream. Six trends that will shape the inverter landscape in 2018, meanwhile, according to IHS Markit, include: (i) a continuing Chinese dominance; (ii) a hardening of the module level power electronics (MLPE) landscape, and evolution of growth strategies; (iii) modular design that will make central solutions attractive; and (iv) the threat of component shortages. A lot is set to happen on the policy front, too, around the globe. Nothing is certain though and, as in 2017, when China pulled a rabbit out of its installation hat, there is potential for anything to happen. |
