Looks like demand for solar PV remains strong. As I previously wrote, the top 20 PV makers shipped 5.8 gigawatts of solar panels during Q2 2013, and big new orders keep rolling in. One of these is for 1.1 million 250-watt solar panels from a company called Trina Solar. They will be used in a 250MW solar farm in Nevada, which should be one of the biggest in the world once built.
While Chinese companies have grabbed a significant chunk of the US residential market, utilities and developers of big solar power plants have favored American manufacturers like First Solar and SunPower.That’s changing. In November, another Chinese solar manufacturer, Yingli, won a contract to provide panels for a 200 MW power plant under construction in the California desert outside of San Diego.
As the Chinese industry consolidates, Trina and Yingli are emerging as China’s top competitors in the power plant business. However, unlike First Solar and SunPower, Trina and Yingli are not yet acting as developers of photovoltaic power plants in the US and are thus missing out on the lucrative fees that come from building such projects.