September 12, when flights Valencia slowly flew to Shanghai Pudong airport, Peng Fang has been a continuous 12-hour long flight. Although the inter-look conceal tired, but his mood was very pleasant.
In just the past week, the JA Solar Holdings Co., Ltd. CEO, has been held in Valencia, Spain to participate in local European Photovoltaic Conference and meeting space in 2011, announced that JA orders for more than 500 megawatts of photovoltaic cells. Three months from the end of the second year had signed so many orders, it is no wonder that he would feel very good, but it’s just designed for the development of Australian grain taken the blueprint of a small step.
In an exclusive interview with Shanghai Securities News, Fang Peng said JA sales rose this year more than 100%, to end production capacity will reach 1.8 GW (one billion watts.) And a report from Goldman Sachs, the crystal size of Australia’s production capacity this year has far exceeded last year’s global PV industry leader Q-cells. This means that JA has become the world’s largest specialized manufacturer of photovoltaic cells.
“If solar energy is divided into three camps, then, like the first solar energy started with technology and expertise that make thin-film batteries can be assigned to a camp; like Suntech vertical integration can also be included in a camp; and then seek specialized JA technology, battery technology as the core, is another great camp. “Peng Fang said.
Quite similar with the JA, a former leader of Q-cells is also a professional manufacturer of photovoltaic cells. PV enterprises in all its business model with the crystal closest to Australia, but also the most comparable.
Report from Goldman Sachs and JA disclosed second-quarter earnings report data comparison shows that, Q-cells in this year’s capacity 1.1GW, and Crystal O’s production capacity up to 1.8GW; from the sales point of view, the former second quarter of this year, shipments to 233MW, while the latter is 311MW. The first half of this year, JA of total shipments of solar cells 583 MW, more than the sum of last year.
“We are not in the solar industry, the first coming in, has been able to achieve such rapid development is primarily due to the re-division of the global market. Just as the semiconductor industry, solar industry is also undergoing a re-integration process.” Friend in the side It appears that the global solar industry is now entering the second stage: the production drive, the scale of victory.
He pointed out that, as countries gradually reduce subsidies for PV, PV manufacturing cost pressures began to appear, solar energy will also benefit from a government subsidy-driven industry into one’s own independent development, economic-driven industries.
“When the scale is growing, more and more low cost, and soon, the solar energy industry will become an industry driven by the market itself. In this background, the global cost structure will be a further division of labor. JA The business model is precisely adapted to the needs of the global re-division of labor. This year the global semiconductor industry in China Taiwan and then to seize the opportunities as the division of labor. “Peng Fang said.
In his view, China is currently faced with such an opportunity, “Over the past few years, China’s strategy is correct and timely. As long as the future strategy is not an error, in the solar industry, China is likely to occur as IBM, Intel this multi-billion dollar sales level of large companies. But if blind to say that solar energy industry overcapacity, you may lose this opportunity. ”
“And and the semiconductor, automotive and other industries is different from the solar energy industry is China’s first overseas can technically competing against, and did not lose a large industry in Europe and America, coupled with the cost of capital and personnel, etc., China Light V industry is fully equipped with global competition, the capital. “Peng Fang said.
In particular, he pointed out that this year’s JA’s “preferred vertical integration” of this development strategy, the core is to seize the technological advantage. In his view, the solar industry can be divided into three sections: the upstream polysilicon purification in fact belong to the chemical industry, may be included in the semiconductor industry midstream and downstream is the “development + investment.” “River is more to do with our solar industry background and business model.” Peng Fang said.
In the interview, Peng Fang favorite example cited in the semiconductor industry, which with his professional background are not unrelated. Before coming to Australia as early as crystal, Fang Peng has already steeped in the semiconductor industry more than 20 years. As we all know, this is the PV of a branch of the semiconductor industry.
At first, he Applied Materials in Silicon Valley and AMD held various technical and management positions. Project started with domestic interest in the semiconductor, Peng Fang Hua Hong Group has been introduced from the Silicon Valley, and Shanghai Belling Zhangjiang planning a joint venture negotiations with New Line. Then, when the establishment of Hua Hong NEC, and was named this his biggest semiconductor manufacturing companies in China, one of the CEO.
At that time, the formation of Hua Hong NEC is considered the rise of China’s domestic semiconductor industry, an important symbol, and Peng Fang is loaded and therefore the annals of China’s semiconductor industry. He also successfully led a result, the United States, Japan awarded the three-way joint venture Shanghai “Magnolia Award.” Since then, with the completion of the contract, he returned to the United States, engage in investment work.
But as a Chinese semiconductor experts, Peng Fang career destined to expand in China. A few years later, the PV market booming, China has become the world’s largest photovoltaic manufacturing base, Peng Fang Best Solar panel and soon afterward was appointed as CEO of high-tech companies. Last year, the Best Solar consortium which won the first round of photovoltaic power plants in China franchise – that the tender of Dunhuang 10MW project, which gives parties to stay strong friend of a career. But no one thought to a year later – he went to JA, but 9 months to the solar industry has led the new army this is not a small name of the first break.
Peng Fang believes that Australia’s success with the original grain management of the future of the industry is closely related to predict accurately. It is because of the PV industry optimistic about recovery, the company has developed aggressive growth strategy, “the greatest responsibility is the management strategy should make it clear: aggressive or conservative forward? And then go execute.”
JA Solar CEO Peng Fang: Revolution in the Solar PV industry
Posted by admin in News
September 12, when flights Valencia slowly flew to Shanghai Pudong airport, Peng Fang has been a continuous 12-hour long flight. Although the inter-look conceal tired, but his mood was very pleasant.
In just the past week, the JA Solar Holdings Co., Ltd. CEO, has been held in Valencia, Spain to participate in local European Photovoltaic Conference and meeting space in 2011, announced that JA orders for more than 500 megawatts of photovoltaic cells. Three months from the end of the second year had signed so many orders, it is no wonder that he would feel very good, but it’s just designed for the development of Australian grain taken the blueprint of a small step.
In an exclusive interview with Shanghai Securities News, Fang Peng said JA sales rose this year more than 100%, to end production capacity will reach 1.8 GW (one billion watts.) And a report from Goldman Sachs, the crystal size of Australia’s production capacity this year has far exceeded last year’s global PV industry leader Q-cells. This means that JA has become the world’s largest specialized manufacturer of photovoltaic cells.
“If solar energy is divided into three camps, then, like the first solar energy started with technology and expertise that make thin-film batteries can be assigned to a camp; like Suntech vertical integration can also be included in a camp; and then seek specialized JA technology, battery technology as the core, is another great camp. “Peng Fang said.
Quite similar with the JA, a former leader of Q-cells is also a professional manufacturer of photovoltaic cells. PV enterprises in all its business model with the crystal closest to Australia, but also the most comparable.
Report from Goldman Sachs and JA disclosed second-quarter earnings report data comparison shows that, Q-cells in this year’s capacity 1.1GW, and Crystal O’s production capacity up to 1.8GW; from the sales point of view, the former second quarter of this year, shipments to 233MW, while the latter is 311MW. The first half of this year, JA of total shipments of solar cells 583 MW, more than the sum of last year.
“We are not in the solar industry, the first coming in, has been able to achieve such rapid development is primarily due to the re-division of the global market. Just as the semiconductor industry, solar industry is also undergoing a re-integration process.” Friend in the side It appears that the global solar industry is now entering the second stage: the production drive, the scale of victory.
He pointed out that, as countries gradually reduce subsidies for PV, PV manufacturing cost pressures began to appear, solar energy will also benefit from a government subsidy-driven industry into one’s own independent development, economic-driven industries.
“When the scale is growing, more and more low cost, and soon, the solar energy industry will become an industry driven by the market itself. In this background, the global cost structure will be a further division of labor. JA The business model is precisely adapted to the needs of the global re-division of labor. This year the global semiconductor industry in China Taiwan and then to seize the opportunities as the division of labor. “Peng Fang said.
In his view, China is currently faced with such an opportunity, “Over the past few years, China’s strategy is correct and timely. As long as the future strategy is not an error, in the solar industry, China is likely to occur as IBM, Intel this multi-billion dollar sales level of large companies. But if blind to say that solar energy industry overcapacity, you may lose this opportunity. ”
“And and the semiconductor, automotive and other industries is different from the solar energy industry is China’s first overseas can technically competing against, and did not lose a large industry in Europe and America, coupled with the cost of capital and personnel, etc., China Light V industry is fully equipped with global competition, the capital. “Peng Fang said.
In particular, he pointed out that this year’s JA’s “preferred vertical integration” of this development strategy, the core is to seize the technological advantage. In his view, the solar industry can be divided into three sections: the upstream polysilicon purification in fact belong to the chemical industry, may be included in the semiconductor industry midstream and downstream is the “development + investment.” “River is more to do with our solar industry background and business model.” Peng Fang said.
In the interview, Peng Fang favorite example cited in the semiconductor industry, which with his professional background are not unrelated. Before coming to Australia as early as crystal, Fang Peng has already steeped in the semiconductor industry more than 20 years. As we all know, this is the PV of a branch of the semiconductor industry.
At first, he Applied Materials in Silicon Valley and AMD held various technical and management positions. Project started with domestic interest in the semiconductor, Peng Fang Hua Hong Group has been introduced from the Silicon Valley, and Shanghai Belling Zhangjiang planning a joint venture negotiations with New Line. Then, when the establishment of Hua Hong NEC, and was named this his biggest semiconductor manufacturing companies in China, one of the CEO.
At that time, the formation of Hua Hong NEC is considered the rise of China’s domestic semiconductor industry, an important symbol, and Peng Fang is loaded and therefore the annals of China’s semiconductor industry. He also successfully led a result, the United States, Japan awarded the three-way joint venture Shanghai “Magnolia Award.” Since then, with the completion of the contract, he returned to the United States, engage in investment work.
But as a Chinese semiconductor experts, Peng Fang career destined to expand in China. A few years later, the PV market booming, China has become the world’s largest photovoltaic manufacturing base, Peng Fang Best Solar panel and soon afterward was appointed as CEO of high-tech companies. Last year, the Best Solar consortium which won the first round of photovoltaic power plants in China franchise – that the tender of Dunhuang 10MW project, which gives parties to stay strong friend of a career. But no one thought to a year later – he went to JA, but 9 months to the solar industry has led the new army this is not a small name of the first break.
Peng Fang believes that Australia’s success with the original grain management of the future of the industry is closely related to predict accurately. It is because of the PV industry optimistic about recovery, the company has developed aggressive growth strategy, “the greatest responsibility is the management strategy should make it clear: aggressive or conservative forward? And then go execute.”