Studies

Crystalline photovoltaic market: How dangerous is the Chinese Dragon really?

Is the competition in the crystalline solar market already decided? Stock markets draw a picture of Chinese dominance with Chinese players
significantly outperforming international players.

goetzpartners has analyzed the capabilities of Chinese and international players along the four success levers that will determine the course
of the ongoing battle in the global crystalline solar market:

• Production cost – Chinese players have a clear cost advantage of roughly 30% over the international players
• Internationalization – Chinese players are favored by shifting market demand from Europe to newgrowthmarkets in the United States
  andAsia
• Organization – High organizational maturity of international players allows redefinition of their business models while Chinese players
  have to focus on organizational structures
• Sales & Marketing – Required expertise, such as branding and customer retention, is more established at international players