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PV Module Intelligence Service

Identify near- and long-term opportunities across the PV module supply chain.

Gain a competitive edge with detailed analysis and tracking of global PV module supply, demand, prices, capacity, equipment spending, suppliers, technology roadmaps, and much more.

With the PV Module Intelligence Service from IHS Markit, you receive four core market trackers providing comprehensive analysis of supply and demand for polysilicon, wafers, cells and modules, along with data on PV installations, suppliers, and manufacturing/equipment spending.

The trackers include annual and quarterly data with detailed historical data and forecasts. Reports and market briefs provide additional coverage of hot topics, such as China’s PV market and shingled,  bifacial and half-cell advanced technologies. As part of the Intelligence Service, direct access to analyst insights and exclusive assistance ensures you keep up with the latest market news and developments.

Key coverage:

  • Industry-leading data and forecasts for PV module supply and demand
  • Polysilicon, water, cell and module market dynamics and quarterly updates
  • Cost and price outlooks
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What’s Included

Databases and Market Trackers

Four core market trackers, delivered in Excel format and via TRAX® – an online data visualization tool, include MW shipments and production, revenues, units, ASPs and market shares:

  • PV Module Supply Chain Tracker – Combined analysis of the markets for polysilicon, solar wafers, PV cells and modules, with forecasts for PV installations. Access the supply-demand balance and the impact on pricing and margins throughout the supply chain.
  • PV Installations Tracker – Quarterly updates with detailed tracking/forecasting of installations in all key PV markets, including annual and quarterly data by installation and system type
  • PV Suppliers Tracker – Detailed data on the performance of leading companies in the PV module supply chain and detailed data on capacity, production, utilization and shipments for polysilicon, wafer, cell and module suppliers
  • PV Manufacturing & Equipment Spending Tracker  Our biannual report tracks production, capacity and equipment spending on wafers, cells and modules, supply chain tool demand, technology roadmaps, adoption rates and more. It includes quarterly data on market shares for cell types and production tools.

Regularly published reports provide deep-dive analysis on hot topics and key market segments. Recent reports include:

  • PV Market Trend Survey on China – A monthly check on the Chinese PV market with real shipment and installation data collected from suppliers and installers in the world’s largest PV market

  • PV Module Advanced Technologies Report for 2018 – An analysis of the current situation and future outlook for advanced PV module technologies, includes half-cell, shingle and bifacial that have been successfully ramped-up to mass production levels. It includes historical data from 2017 and 2018-2021 forecast data by technology type.

  • PV Modules Suppliers Scorecard for 2017 – Objective vendor evaluation based on concrete data and metrics

Market Insights

Frequent analyst commentary on product launches, market news and analysis

Access to Industry Analysts

Customers receive direct access to our subject matter experts/industry analysts to discuss the latest market trends, clarify any data and answer questions.

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