According to the statistics of the InfoLink supply and demand database, after taking the first place in 2020, LONGi will continue to be the leader in 2021. It is estimated that the total shipments of domestic and foreign solar panels far exceed the second place by more than 10GW, while the basic solar panels of TOP5 manufacturers The goods are all above 10GW.
In 2021, based on the substantial increase in the concentration of solar panel, InfoLink will adjust the ranking based on the ranking. This time, manufacturers with a 1% difference in total shipments will be ranked in parallel. The second place is TRINA and JA Solar, of which TRINA’s total shipments are ranked second. Overseas shipments account for about 65% of the total volume, and high-power solar module shipments will reach 15GW+ in 2021; JA Solar’s stable layout has more advantages in operation management in the context of soaring costs, and overseas shipments account for about 65% of the share .
After Jinko was listed in the second half of the year, its shipments quickly caught up, ranking fourth this year. The follow-up is Canadian Solar, Risen Energy, Hanwha Q-Cells, First Solar, Suntech, and Chint.
The shipment members of the TOP 10 are basically the same as in 2020, while the shipments of the manufacturers after the TOP 10 fall at the level of 3-4GW, which also shows that the differentiation between manufacturers has increased significantly.
Looking at the trend in 2021, there is still a high degree of centralization in the solar module segment. Vertically integrated manufacturers rely on their own size, cost advantages, and overseas channels to suppress second- and third-tier module manufacturers. In the InfoLink statistics table, the shipment volume of TOP 10 solar panel is about 160GW+, accounting for Compared with the annual solar panel demand of 172.6GW, it far exceeds the previous share of 7-80%, and the market share reaches 90%+. Among them, the proportion of overseas shipments from dismantling is observed. Vertically integrated manufacturers have obvious advantages in distribution channels. In the second half of the year, the ratio of overseas price acceptance has increased significantly. Looking at the proportion of overseas shipments of Chinese manufacturers in the TOP10 up to 70%.
In terms of size, according to InfoLink statistics, the large-size shipments of the TOP10 manufacturers (excluding First Solar) are about 60GW or more, of which the growth in the second half of the year doubled compared with the first half of the year, and the large-size manufacturers accounted for the total shipments of the TOP10 manufacturers in the whole year (excluding First Solar). ) about 40%, which has become the current mainstream specification.
The high concentration trend will inevitably make it more difficult for small and medium-sized solar panel manufacturers to survive. Looking forward to the follow-up solar panel segment to follow the N-type expansion, some manufacturers still have a large number of solar cell and solar panel expansion plans. case, the price competition will repeat itself. In addition to the impact of shortage of raw materials, small and medium-sized solar panel manufacturers still have to face the test of market share, sluggish start-up and profit.
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