趨勢:匯率影響 太陽能中下游價格跌幅明顯

topic: 
太陽能

隨多晶矽晶圓龍頭廠已公佈最新報價,十二月中游價格已逐漸明朗。據EnergyTrend觀察,在上游多晶矽仍然續漲的情況下,跌價中的多晶矽晶圓利潤持續被壓縮。另外,受到人民幣貶值影響,以美金計價的台灣、海外電池跌價遠較中國電池明顯。

雖中國對海外多晶矽雙反稅率重審不致立即出現影響,然短期內中國多晶矽市場仍因部分中國多晶矽廠商在檢修之後仍未開足預期供貨水平、有廠商減產準備開始檢修等因素,使中國多晶矽市場略為供不應求,成交價逐漸逼近RMB 140 / kg,海外多晶矽價格也水漲船高。然而,由於多晶矽晶圓已轉跌,預期十二月應是多晶矽價格高峰,一月已難續漲。

多晶矽晶圓隨龍頭廠報價走跌,帶動整體價格已開始下跌通道。台灣方面,由於人民幣貶值,陸系價格一次性調整了US$ 0.02 / pc左右,達到US$ 0.65-0.66 / pc,而台系廠商受到多晶矽續漲壓力,仍希望價格持穩在US$ 0.67-0.68 / pc。中國市場價格則稍減至RMB 5.05-5.15 / pc。目前看來,由於下游需求稍減,多晶矽晶圓跌價已在所難免,後續應會持續走跌。單晶則因終端需求續熱,價格持穩。

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Source: EnergyTrend

TrendForce:SSD價格2016年來首度大漲,明年第一季價格估將持續走升

TrendForce:SSD價格2016年來首度大漲,明年第一季價格估將持續走升
 
TrendForce旗下記憶體儲存事業處DRAMeXchange最新調查顯示,2016年第四季主流容量PC-Client OEM SSD(固態硬碟)合約均價近一年來首度大漲,在MLC-SSD部分,季漲幅達6~10%,TLC-SSD部分則上漲6~9%。展望2017年第一季,雖然終端產品實際銷售狀況仍保守,但由於非三星陣營的原廠仍處於3D-NAND Flash轉換陣痛期,及龍頭廠商持續以提升獲利為主要策略下,預估2017年第一季PC-Client OEM SSD 主流容量合約價仍將持續走升。
 

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Source: DrameXchange

IDC MaturityScape Benchmark: Cloud Worldwide, 2017

This IDC study presents the results of IDC’s CloudView 2016 Survey and should be viewed as a supplement to IDC MaturityScape: Cloud 2.0 (IDC #259534, October 2015). Together, they provide a comprehensive overview of the IDC maturity model for cloud. Using the maturity measures and descriptions, readers can:

  • Understand exactly what sets “thriving" organizations apart from “surviving" organizations, based on their maturity scores
  • Understand industry and peer group expectations for business outcomes and IT outcomes for increasingly mature (sophisticated) use of cloud in how they operationalize their internal IT assets, and how they source capability on the public (provider-based) cloud
  • Understand the supporting processes, governance models, technologies, and skills to deliver cloud-based service delivery models to their internal customers
  • Identify gaps in overall cloud management capabilities based on the aforementioned criteria — or more broadly, vision, technology, people, and process

“The goal of IT organizations has been and will be to provide users with policy-based access to the best IT resources available — whether those resources are homegrown or commercial and best of breed — in order to drive business value," according to Robert Mahowald, group VP, Applications and Cloud Software. “Mastering operations in a ‘multicloud’ world requires gradual step changes up the maturity scale, but the outcomes — including greater agility, higher revenue, and better business responsiveness — will determine the losers and winners of the next 10 years."


Source: IDC Bigdata

Oracle Cloud — Creating a Platform for the Data-Driven Business

This IDC Flash looks at the Oracle U.K. users’ Cloud Day and EMEA analyst meeting, which IDC attended in London on November 1. Key takeaways were the need for business to become “data driven," with the linkage of this messaging to the overall need for digital transformation, together with the emerging pivotal role of intelligent technologies as embodied in Oracle’s new Adaptive Intelligent Applications.


Source: IDC Bigdata

Worldwide Database Development and Management Tools Market Shares, 2015: Year of Future Uncertainty

This IDC study presents vendor revenue shares for the worldwide DDMT software market in 2015 and shows growth from 2013, with analysis and commentary. It also provides shares and analysis by market segment and by operating environment segment.

“This market space presents many challenges, especially as new deployments are reduced in anticipation of moving to the cloud and of adopting new database technologies," says Carl Olofson, research vice president for Structured Data Management Software research at IDC. “Vendors need to address current needs while anticipating future developments."


Source: IDC cloud

晶澳又在越南開工!矽晶圓、電池都將到位

topic: 
太陽能

晶澳在越南的產線佈局擴大,於今(29)日宣布開始建設1.5GW的太陽能矽晶圓廠房。該廠預計在3年內完成。

晶澳太陽能於11月26日於越南北江省光州工業園區動工建設一座占地88公頃的太陽能電池廠,初期投資3.2億美元、總投資10億美元,預計將在3年內逐步完成。

29日,同樣在光州工業園區,晶澳展開1.5GW的太陽能矽晶圓廠建設。矽晶圓廠佔地20公頃,總投資額約2.8億美元,建設與投資期間同樣也規劃在3年以內。這兩個建設項目在完工後將能互相搭配,形成垂直整合的產業鏈,並供給歐洲、美國等國際市場的需求,同時迴避貿易壁壘的問題。

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Source: EnergyTrend

歐洲太陽能組織推「太陽能+儲能」十大政策方針

topic: 
太陽能

太陽能板能發電,更重要的是要能有效用電,而儲能系統正是有效用電的關鍵。歐洲太陽能商業組織SolarPower Europe呼籲歐盟委員會(European Commission)透過政策制定的方式響應,並具體列出了十項方針。

SolarPower Europe的前身是EPIA(歐洲太陽能光伏產業協會),致力於推動太陽能發電,以達成能源轉型、創造更永續的環境。SolarPower Europe即將在近期推出「能源結合方案」(Energy Union Package),致力於結合太陽能與儲能,提高太陽能發電的可靠度與可利用性。

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Source: EnergyTrend