Delta Electronics Group wants to get involved in the mainland PV industry
The world's largest power supplier prefers the solar photovoltaic industry.
On the 26th, Zheng Chonghua, chairman of Delta Electronics Industry Co., Ltd., said in an exclusive interview with the newspaper at the launch of the 2009 Delta International Architecture Design Competition that he hopes to build a solar panel factory in the mainland in recent years.
Founded in 1971, Delta Electronics Group is the world's largest supplier of power management systems. Delta Electronics Group is also the world's leading supplier of displays, electronic components and networking products. In 2007, the Group's operating income was nearly US$5 billion, or approximately RMB38 billion.
Solar cells are a very important industry of Delta Electronics. Nowadays, due to the tight supply of raw materials in the whole industry, we have not made it a big scale, but in the long run, the industry accounts for 1/10 of Delta’s output value. impossible. Zheng Chonghua told reporters.
In fact, recently, Wangneng Optoelectronics, which is owned by Delta Electronics, has been expanding. According to Taiwan media reports, Wangneng Optoelectronics has applied for an area of ​​about 2.5 hectares. It is expected to start in the third quarter of this year and be completed in the third quarter of next year. The plan is to add 16 new production lines to reach the final goal of 600MW in 2012.
Zheng Chonghua revealed that the inspection work on the construction of photovoltaic factories in the mainland has started. After one or two years, there should be results after the price of raw materials falls. What is certain now is that the plant will be built around the raw material, the polysilicon production site.
In the mainland, Sichuan Leshan, Jiangsu Changzhou, Jiangxi and other places have more mature polysilicon production bases, in addition, Henan, Inner Mongolia, Ningxia, Hubei also have polysilicon industry. Zhou Tao, an analyst at Great Wall Securities, believes that Leshan is the best choice if considering the maturity of the industrial park and supporting policies.
Taiwanese companies such as United Semiconductor have landed in the mainland optoelectronics industry. Technically speaking, Taiwan is indeed ahead of the mainland, but it will not be a good idea to enter the mainland after one or two years. In Zhou Tao's view, the field of polysilicon panels made by Wangneng Optoelectronics has been fiercely competitive in the mainland, and its profits are not thick. If it is built on the mainland, it should focus on the lower labor costs and preferential policies of the mainland.
At present, the solar panel manufacturers in the mainland are export-oriented enterprises, 90% of the products are used for export, and the mainland solar panel market is extremely limited. However, Zheng Chonghua believes that in the long run, the mainland's solar panel market does not have an advantage.
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