Solar Industry AMA Deep Dive: Ask me Anything

Some companies in the value chain are as follows :

• Poly Silicon Manufacturing- GCL Poly, Daqo, wacker , OCI

• Ingot Manufacturing-Longi Energy, Zhonghuan

• Cell Manufacturing-Shanghai Aiko, Drinda

• Module Manufacturing- JA Solar, First Solar, hanwa,

• Inverter and which technology-Sungrow , soalredge , Enphase

• Transformers ( Inverter Duty Transformers / Power Transformers )- majorly small and big companies supply these

• EPC Players-Many

• Service & Maintenance- Many

• Any other : Inverter has been the most profitable segment in China and US. Other segments include Junction box companies and offering comprehensive solutions including cables etc

Movements of Net Profit Margins across main PV industry chains- Profits have markedly diminished across diverse segments, and certain sectors are encountering challenges stemming from prevalent industry-wide losses.