Summary: | 碩士 === 國立中央大學 === 產業經濟研究所碩士在職專班 === 100 === The use of solar power is inexhaustible and more from the advantages of geographical constraints. For the country which lacks natural resources, photovoltaic industry is not only has benefits with saving energy and reducing carbon, but also improve the country’s energy of autonomy. 311 earthquake in Japan in 2011 affected nuclear crisis and the problem of nuclear waste storage is
growing , photovoltaic popularity is still the important promoting work of national industrial and the economic development policy.
Currently the cost of solar power is still higher than the traditional power, national subsidy policy is still the key which affecting installation requirements. Encourages under the European high quota''s subsidy rate, the people have the high investment incentives, causes the buyers'' market by 30% compound interest growth every year. However takes turns the impact of the financial storm and the European debt crisis, various countries'' subsidy rate on the lowering makes the imbalance between supply and demand. The stock pressure force product falls in price fast, facing the competition of Chinese low price
strategy, the photovoltaic industry is facing the strong survival competition.
This study uses Scherer& The Ross industrial organization analysis framework to understand the photovoltaic industry’s supply and demand development and supply chain
relations between market structure, firms behavior and performance. Also know Taiwan’s problem of the global competition and develop the tendency in the future.
The study shows the the photovoltaic industry structure is still the triangle after a decade of rapid development. The upstream is oligopoly and the downstream is
competitive. With solar cell price rapid declined,solar cell manufacture center moved toward Asia area which the
laborer is cheaper. Facing China and South Korea''s upstream competition,the degree of concentration CR4 of polysillicon material is lowing. It mean the production center also moves toward Asia area rightly. Regarding falls in price of material , the thin film solar cell
will be faced the stern survival test. For the profit slides fast , the main solar cell companies not only increases the opportunity of the economies of scale with the product variation in the higher transfer efficiency , but also maintain profitability through vertical
integration. Taiwan’s companies task is how to use their strength to cooperate with the international companies in Vertical integration , in order to enhance the resilience of the face of competition.
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