STAC

The Solar Technology and Cost Service, provides a full view of the solar photovoltaic (PV) supply chain, from key raw materials to final modules, analyzing changes in technology and manufacturing cost that will define the future for manufacturers, end users and investors. The combined knowledge of Exawatt, Kiwa PVEL and CRU create the data and insight needed to make informed decisions about the future of the solar market. The service contains detailed technology comparisons, including price and manufacturing cost forecasts, module efficiency forecasts, details of policies and trade developments, the impacts of initiatives and regulations, and aggregated module reliability and performance test data.
The Solar Technology and Cost Service enables organizations to make near-term operational decisions and manage their long-term strategies.

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Key Features of the Solar Technology and Cost Service

  • Five-year price indicators and forecast
  • Quarterly module datasheet survey, covering key performance metrics including efficiency, temperature coefficient, bifaciality, warrantied degradation and content analysis with module architecture, module form factor, wafer formats
  • Manufacturing cost breakdowns, with analysis of key input costs including polysilicon, aluminium, and silver
  • Technology comparisons, including manufacturing cost and module efficiency forecasts
  • Policy and trade developments, initiatives, and regulations, and their effects
  • Aggregated module reliability and performance test data

Our Solar Technology and Cost Service drills into each step of the supply chain.

 

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STAC Contents

Five-year + module cost and price forecast
  • Module manufacturing cost forecast (global and US-specific)
  • Scenario analysis
Manufacturing cost breakdown; analysis of key input costs; supply and demand outlook
  • Cost breakdown by cost type (materials, labor, depreciation etc.) and by manufacturing step
  • Analysis of key input costs (inc. polysilicon, aluminium, silver)
  • Global demand forecast to 2030
  • Multi-year manufacturing capacity forecast (polysilicon, wafer, cell, module)
Aggregated module reliability and performance test data for Kiwa PVEL
  • Aggregated test data exploring a topical theme such as comparisons or technologies or manufacturing locations (e.g., module degradation results on panels tested from SE Asia vs. China vs. India and details of key differences)
Technology outlook
  • Manufacturing cost forecasts for key mainstream technologies
  • Module efficiency forecasts for key mainstream technologies
  • Five-year market share forecast by technology and wafer format
Policy and trade developments, initiatives, and regulations and their effects
  • Key US and global policy updates and discussion of their likely impacts
  • US imports and manufacturing capacity forecasts

About CRU and Exawatt

Founded in 1969, CRU has a reputation for integrity and independence, delivering business intelligence across mining, metals and fertilizers markets. The authority of CRU’s market intelligence is built on a commitment to quality primary research and transparent methodologies. CRU’s global team gains and maintains a real understanding of hard-to-reach markets such as China, providing insight that is essential.

In 2023, CRU acquired Exawatt, renowned as a global provider of strategic consulting and research in solar PV, energy storage, power electronics, and electric vehicles. As a result, this acquisition provides customers with a holistic, joined-up view that better informs key decisions and progress around energy transition technologies and infrastructure. This is underpinned by a shared commitment to technical expertise, high-quality data, a rigorous approach to methodologies, and best-in-class cost analysis.

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