太陽能很多家又難賺錢?那幾家會淘汰 - 工程師
By Carol
at 2017-04-19T21:17
at 2017-04-19T21:17
Table of Contents
很多廠商開始要做Prec單晶,建置玩,第三地馬上又開出一大堆產能,最後勢必又是紅海
價格,一定又是虧欠的,我覺得根本不用轉型,收一收可能還比較好,
目前只有大陸有資源(矽原料與市場)與第三地人力低廉的國家(越南泰國),因為根本
沒技術門檻!唯一的希望可能也落空
第一:發展高效Prec 單晶,單晶原料被中國大陸綁住,因為做當單晶原料需要低廉的電
費,但是台灣電費比大陸或其他國家還貴,而且台灣沒有作大量單晶原料廠商所以一定被
大陸綁住,貨源與價格會很不穩定,且很多廠商家已經去第三地發展,避關稅與人力成本
;
第二發展模組台灣競爭力不足人力又貴,模組適合發展在人力低廉的地方,難道像面板模
組組裝又要拉回臺灣作嗎!
--
價格,一定又是虧欠的,我覺得根本不用轉型,收一收可能還比較好,
目前只有大陸有資源(矽原料與市場)與第三地人力低廉的國家(越南泰國),因為根本
沒技術門檻!唯一的希望可能也落空
第一:發展高效Prec 單晶,單晶原料被中國大陸綁住,因為做當單晶原料需要低廉的電
費,但是台灣電費比大陸或其他國家還貴,而且台灣沒有作大量單晶原料廠商所以一定被
大陸綁住,貨源與價格會很不穩定,且很多廠商家已經去第三地發展,避關稅與人力成本
;
第二發展模組台灣競爭力不足人力又貴,模組適合發展在人力低廉的地方,難道像面板模
組組裝又要拉回臺灣作嗎!
--
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