Solar Annual 2010 – Part 1: Place Your Bets is a detailed report presenting scenario analysis of the solar power sector outlooks through 2014. Each scenario is based on different assumptions about key drivers of PV supply, demand, prices and costs, including policy, interest rates and technology evolution. . The report includes five data-driven scenarios for the PV sector through 2014 and discusses important, scenario-specific implications for case study companies at different steps of the solar value chain.
Download the full summary
Authors
Chris Bolman | Ryan Boas | Mark Farber | Martin Meyers | Christopher Porter | Michael Rogol | Jeff Stefanis | Joonki Song
Introduction
Key content areas
- Multiple data-driven sector outlooks and implications for companies at different steps of the solar supply chain
- Scenario-specific projections for sector supply, installation demand, prices and costs
- Estimates and a discussion of scenario-specific strategic implications for seven different case study solar companies
How can this report improve your strategy and profitability?
- Presents alternate scenarios for the solar power sector through 2014 to help companies plan their future and improve their risk management
- Provides solar companies with a framework for pricing and sector growth under a variety of potential future outcomes for the PV sector
- Provides an integrated collection of current and five-year forward sector estimates and insights from PHOTON Consulting’s industry-leading research and strategy team
Source: PHOTON Consulting, LLC. Note: All data are rough estimates.
Frequently Asked Questions
Report-specific
Where can I download the Executive Summary? 
You may download the Executive Summary
here
May I see the table of contents?
Table of Contents
1. Executive Summary
2. Scenario #1: Current Hand
3. Scenario #2: Policy Flushed
4. Scenario #3: Policy All-In
5. Scenario #4: Financial Fold ‘em
6. Scenario #5: Thin Wins
7. Risks, Opportunities and Sensitivities
What kind of coverage does this report provide?
Key exhibits and content
For each scenario:
- Supply, shipment and installation volume historical data and forward estimates from 2008 to 2014
- Global installation demand curves for 2010, 2012 and 2014
- Global weighted average PV system price from 2009 to 2014
- Global weighted average c-Si module ASP, global weighted average "Chinese tier 1" module ASP and average First Solar module ASP from 2009 to 2014
- Global solar sector manufacturing and downstream revenue pools from 2009 to 2014
- Global weighted average c-Si module cost, "Chinese tier 1" module cost and thin film module cost
- Average operating profit margin by supply chain step by year for the c-Si supply chain from 2009 to 2014
- Analysis of seven case study companies
When will Solar Annual 2010 - Part 1 be available?
Solar Annual 2010 – Part 1 is scheduled for release in August, 2010
In what format is Solar Annual 2010 Part 1 available?
Solar Annual 2010 – Part 1: Place Your Bets is available in print and electronic formats. For more information on report formats and licenses please see the general questions below. To view the pricing structure, please
click here.
Are there discounts for Solar Annual 2010 Part 1?
A 10% subscriber discount for print or single user license report is applicable for PHOTON Consulting retainer clients and
PHOTON International magazine subscribers. To view the pricing structure, please
click here.
When will Solar Annual 2010 - Part 2 be available?
Solar Annual 2010 – Part 2 will be made available later this year. For more information, please write to
info@photonconsulting.com.
Please check back as new information may be added frequently.
General
Print reports
Do you ship print reports internationally?
Our print reports can be shipped anywhere in the world.
How fast will print reports be delivered?
Print reports are generally shipped within 24 hours upon receipt of payment and take between 2-5 business days for delivery.
Electronic reports*
What kind of license is available for electronic reports?
Single User and Enterprise licenses are available for electronic reports.
What are the functional differences between a Single User report and an Enterprise report?
A Single User report can only be downloaded to one user-registered computer. Instructions for downloading and accessing electronic reports will be sent via email after full payment has been received. Single User reports cannot be printed.
An Enterprise report will be a watermarked PDF file that can be printed and shared internally. The Enterprise report will be sent to client via email after full payment is received.
*General terms for electronic reports apply to briefings.
