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Energy Storage Intelligence ServiceMaximize near- and long-term opportunities in the growing energy storage market. This service delivers ongoing rigorous primary research on the development and evolution of the energy storage market, including all key segments, including small and large-scale renewable integration, grid support and behind-the-meter storage.Subscribers Only
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PV Module Supply Chain Trackerformerly PV Integrated Market TrackerOctober 15, 2019This tracker focuses on the markets for polysilicon, solar wafers, PV cells and modules, and PV installations. It delivers independent analysis, accurate and fresh market data and informed forecasts.Subscribers Only
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Bifacial modules lose Section 201 exemption in the United States but fundamentals remain strong as demand continues to grow from 2020–2023October 09, 2019In our recent insight from October 3rd, “US market to be standout global PV market in 2020 conditional to current ITC policy roadmap", we anticipated that “Restrictions to Bifacial 201 exemption likely to be imposed” because of a strong “push back from local US module manufacturers” since the June 2019 announcement. We anticipated that increasing restrictions were quite likely to be approved no later than Q2 2020. As such, the policy announcement has arrived earlier and more drastic than anticipated. The policy announcement has arrived earlier and more drastic than anticipated. On October 4th, the US Trade Representative (USTR) office announced that bifacial PV modules imported into the US will lose their exemption from Section 201 safeguard measures from October 28th 2019, thereby reverting its recent decision from earlier this year. The USTR claims to have assessed “newly available information” and stated that the exclusion of bifacial technology would “likely result” in significantly higher levels of imports, putting pressure on domestic manufacturers. Please log in to view the full analysis.Subscribers Only
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PV Suppliers TrackerOctober 09, 2019The PV Suppliers Tracker contains detailed data on the performance of leading companies in the PV module supply chain. It provides a detailed database of capacity, production, utilization and shipments for polysilicon, wafer, cell and module suppliers.Subscribers Only
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PV Market Trend Survey - ChinaSeptember 27, 2019The PV Market Trend Survey - China is produced monthly and relies upon real shipment and installation data collected from suppliers and installers in the world’s largest PV market, in order to provide customers with a regularly updated and accurate check on its short- and medium-term development.Subscribers Only
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Exemption of bifacial cell technology from Section 201 measures to accelerate switch from mono to bifacial cell lines outside of China and drive demand in the United StatesJune 17, 2019On 13 June 2019, United States Federal trade authorities ruled that bifacial solar modules will be exempt from Section 201 tariffs, as outlined in a notice from the Office of the United States Trade Representative. The ruling will dramatically increase demand for bifacial solar modules in the United States due to the opportunity of avoiding tariff rates of 15% to 25% through February 2022, in addition to the benefits of higher efficiencies and energy yields associated with such products. IHS Markit expects that demand for bifacial modules in the United States will be primarily served by manufacturing lines across Southeast Asia, as products shipped from China will still face antidumping and Section 301 tariffs that will make them less competitive.Subscribers Only
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SNEC 2019 - Key TakeawaysJune 12, 2019SNEC – is the leading event in China for solar and energy storage. The scale of the event provides a crucial overview of the respective industries and the current market status in China and globally. After attending the show, the IHS Markit Solar and Energy Storage analyst team has summarised the major findings from the event.Subscribers Only
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SNEC PV Market Workshop - 2019Trends to watch in 2019June 12, 2019IHS Markit Energy Technology analysts hosted a briefing and workshop with a group of clients at SNEC PV Power Expo in Shanghai on June 5th 2019. Four different presentations were given highlighting key trends for PV, energy storage and batteries.Subscribers Only
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The First 5G Phone in the United States is a compromise of cost and design, IHS Markit saysJune 06, 2019Overall, the Moto Z3/5G Mod combination is the product of major compromises that illustrate the challenges involved with making 5G’s millimeter wave (mmWave) technology workable and affordable at the same time.
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PV Module Advanced Technologies Report - 2019April 18, 2019The second edition of this report provides a detailed analysis of different advanced module technologies and its applications. It discusses the current situation and future outlook of advanced PV module technologies such as Half-Cell, Shingle and Bifacial modules, which have been successfully ramped up to mass production levels.Subscribers Only
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New announced capacity expansions and increased wafer efficiencies will worsen the overcapacity of the polysilicon industry in H2 2019February 01, 2019IHS Markit has raised its global installation forecast by 18% to 123 GW in 2019. However, on the supply side, IHS Markit anticipates that there will be limited capacity expansions in 2019, corresponding to an increase in utilization rates across the supply-chain. This should help to correct the overcapacity situation experienced by the PV manufacturing industry in H2 2018, for all nodes except polysilicon, where total capacity will grow by 16%.Subscribers Only
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IHS Markit Analyst Availability: Electronica, München, GermanyOctober 22, 2018For journalists who follow the latest news and trends in consumer electronics, IHS Markit analysts will be available for commentary ahead of and onsite at IFA 2018 in Berlin, Germany, from August 31 to September 5, 2018.
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iPhone Xs Max Costs Apple $20 More in Materials Than Last Year’s Smaller iPhone X, IHS Markit Teardown RevealsSeptember 26, 2018While most of the components have been upgraded, the physical smartphone design remains relatively unchanged from the previous iPhone X version
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PV Market Workshop Presentation - 2018Shanghai, ChinaMay 30, 2018On 29th May 2018, IHS Markit analysts presented on key trends and developments in the PV market with a group of customers in Shanghai, China.Subscribers Only
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PV Module Advanced Technologies Report - 2018Half-Cell, Shingle and Bifacial ModulesApril 23, 2018This report analyses the current situation and future outlook of advanced PV module technologies such as Half-Cell, Shingle and Bifacial modules, which have been successfully ramped up to mass production levels. It provides historical data from 2017 and forecast data per technology type for the 2017–2021 period.Subscribers Only
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Galaxy S9+ Materials Cost $43 More Than Previous Versions, IHS Markit Teardown ShowsMarch 22, 2018The new Samsung Galaxy S9+ equipped with 64 gigabytes (GB) of NAND flash memory (model number SM-G965U1) carries a bill of materials (BOM) cost of $375.80, much higher than for previous versions of the company’s smartphones.
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IHS Teardown Methodology - Producing the Best "Should Cost" EstimateFebruary 02, 2018A "Teardown" is a dis-assembly of a device to gain knowledge of the discrete parts. IHS Markit goes further to estimate the "should cost" of components to the manufacture for mature products. The purpose of IHS Markit teardowns is to support customer's quests to understand cost at a component, feature, function, and total device level.Subscribers Only
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iPhone X Costs Apple $370 in Materials, IHS Markit Teardown RevealsNovember 08, 2017Teardown engineers at IHS Markit (Nasdaq: INFO) have completed their preliminary physical dissection of the new Apple iPhone X and found that the model A1865 version of the smartphone with 64 gigabytes (GB) of NAND memory carries a bill of materials (BOM) of $370.25.
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IHS Markit Teardown Reveals What Higher Apple iPhone 8 Plus Cost Actually BuysSeptember 25, 2017The new Apple iPhone 8 Plus, equipped with 64 gigabytes (GB) of NAND flash memory, carries a bill of materials (BOM) cost that comes out to US$288.08, higher than any previous versions of the company’s smartphones, according to a preliminary estimate from IHS Markit.
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Strong PV module shipments to China and the United States in H2 2017 worsen PV module availability and trigger price increasesAugust 08, 2017After a record breaking first half in China, with more than 20 GW of modules shipped, global shipments continue very strong in the second half, driven by developments in China and the United States.Subscribers Only
