The global supply of EVA film presents a competitive landscape dominated by a few companies. The four EVA film companies with high market shares are Shengbon (STR) of the United States, Mitsui Chemicals of Japan, and General Electric Liston and Hangzhou Foster, four general manufacturers occupy more than 80% of the global EVA film market share.
STR has three factories in the United States, Spain and Malaysia. By the end of 2011, the company's EVA film production capacity reached 150 million square meters. Mitsui Chemicals is an established giant in Japan. Its newly built EVA factory has been put into operation. Its resin production capacity has reached 50,000 tons/year, and its EVA film production capacity has reached 100 million square meters. Hangzhou Foster is the largest photovoltaic EVA film manufacturer in China, with a production capacity of 150 million square meters by the end of 2011.
Based on the annual solar module production capacity of 35GW in 2012, the required EVA film area is about 490 million square meters, while the production capacity of mainstream manufacturers is estimated to be about 557 million square meters. Compared with other links in the solar industry chain Generally speaking, the output of EVA film basically matches the production capacity, and the impact of overcapacity is not serious.
my country’s solar cell output accounts for about 60% of the world’s share. Based on global shipments of 35GW, China’s solar cell output is about 20GW, and the corresponding EVA demand is about 280 million square meters. Among them, Foster, the largest domestic EVA film manufacturer, has an output of about 158 ??million square meters. It is estimated that domestic component manufacturers still rely on imports for 100 million square meters of EVA film, accounting for about 30%. For domestic EVA manufacturer Fossil For Te, Aikang Technology, Hongbaoli, etc., there is still a lot of room for growth.
On the whole, the global EVA film production capacity basically matches the actual demand. There will be fewer new companies entering in the short term. It is expected that the increase in photovoltaic module shipments in the future will further increase the demand for EVA film. Due to demand, EVA film manufacturers will further expand production capacity, and the market will undergo structural adjustments.
In 2007, the global photovoltaic system installation capacity reached 2826MW, a 62% increase from 2006, and the solar cell output was 3436MW, an increase of 56% from 2006. China's solar cell production global market share increased to 35 %, surpassing Japan for the first time (26% share), ranking first in the world. In 2009, domestic demand for solar cell EVA film reached 120 million square meters. However, the current domestic production capacity of EVA film is only 50 million square meters, which is far from being able to meet the needs of domestic battery manufacturers. Although existing manufacturers have improved product quality There is still a certain gap compared with foreign products, but it has an absolute cost advantage. It is mainly supplied to small and medium-sized enterprises, and demand exceeds supply. The adhesive films required by well-known solar cell manufacturers are still mainly imported.