{"id":454,"date":"2010-02-28T09:36:22","date_gmt":"2010-02-28T09:36:22","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/02\/28\/lindustrie-photovoltaique-mondiale-lancee-dans-une-course-a-lechalotte-qui-finira-mal-1\/"},"modified":"2012-07-12T12:10:03","modified_gmt":"2012-07-12T12:10:03","slug":"lindustrie-photovoltaique-mondiale-lancee-dans-une-course-a-lechalotte-qui-finira-mal-1","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2010\/02\/28\/lindustrie-photovoltaique-mondiale-lancee-dans-une-course-a-lechalotte-qui-finira-mal-1\/","title":{"rendered":"L&rsquo;industrie photovolta\u00efque mondiale est lanc\u00e9e dans une course \u00e0 l&rsquo;\u00e9chalote qui finira mal"},"content":{"rendered":"<p>&#160;Que diriez-vous d&#039;un march\u00e9 de composants \u00e0 la croissance incertaine, d\u00e9pendant d&#039;aides gouvernementales diverses et vari\u00e9es de pays souvent largement endett\u00e9s, faisant appel \u00e0 des gammes de produits nombreuses et h\u00e9t\u00e9roclites, produites par de tr\u00e8s nombreux acteurs dans le monde investissant tous massivement pour conqu\u00e9rir des parts de march\u00e9, alors que les capacit\u00e9s de production sont d\u00e9j\u00e0 \u00e0 plus du double de la demande? March\u00e9 compl\u00e8tement fou &#8230; serait \u00e0 coup s\u00fbr votre r\u00e9ponse. C&#039;est pourtant la situation actuelle du photovolta\u00efque mondial.<\/p>\n<p>&#160;Prenons un exemple sch\u00e9matique, celui du chinois <strong><span>Trina Solar<\/span><\/strong>. En 2009, il a livr\u00e9 <strong><span>399 MW<\/span><\/strong> de modules et autres cellules solaires ce qui a repr\u00e9sent\u00e9<span style=\"text-decoration: underline\"> un quasi doublement en volumes de son activit\u00e9<\/span> qui avait repr\u00e9sent\u00e9 201MW en 2008. Son march\u00e9 a \u00e9t\u00e9 \u00e0 92% europ\u00e9en, la Chine ne repr\u00e9sentant que 3% de son business (FIG.)! Et bien, gr\u00e2ce \u00e0 ce doublement son <span style=\"text-decoration: underline\">chiffre d&#039;affaires en 2009 ne s&#039;est accru que de 1,6%<\/span> \u00e0 845 millions de dollars. En d&#039;autres termes durant l&#039;ann\u00e9e, le prix moyen de vente en passant de 3,61 $\/Watt \u00e0 fin 2008 \u00e0 <strong><span><span>1,90 $\/Watt en fin 2009<\/span><\/span><\/strong>, a quasiment \u00e9t\u00e9 divis\u00e9 par deux. Quelle est la strat\u00e9gie de Trina Solar pour 2010? Elle est tr\u00e8s simple, il compte investir pour atteindre une capacit\u00e9 de production comprise entre 850 et 950 MW \u00e0 fin d&#039;ann\u00e9e et table sur des livraisons comprises&#160;entre 750 et 800 MW soit <span style=\"text-decoration: underline\">un nouveau doublement en volumes<\/span>. Mais ou va-t-il vendre ces nouvelles productions? En Europe bien s\u00fbr (82 \u00e0 87%), aux Etats-Unis (8 \u00e0 10%), la Chine ne repr\u00e9sentant encore qu&#039;une faible partie (3 \u00e0 5%).<\/p>\n<p><a href=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20120a8dfe927970b-pi.jpg\"><img decoding=\"async\" alt=\"TrinaSolar-march\u00e9s-2009-2010\" class=\"asset asset-image at-xid-6a00d83451b18369e20120a8dfe927970b \" src=\"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/files\/2012\/07\/6a00d83451b18369e20120a8dfe927970b-450wi.jpg\" \/><\/a> <\/p>\n<p>&#160;Le probl\u00e8me n&#039;est pas de savoir si Trina Solar va atteindre ou non ses objectifs, ce qui apr\u00e8s tout le regarde. Le probl\u00e8me c&#039;est qu&#039;ils sont des dizaines de chinois et autres ta\u00efwanais comme lui \u00e0 pr\u00e9voir un doublement des volumes pour accro\u00eetre leurs parts de march\u00e9 essentiellement en Europe et tenir ainsi le choc de la guerre des prix qui s\u00e9vit. Il est clair que face \u00e0 cette politique de course en avant g\u00e9n\u00e9ralis\u00e9e, il va y avoir de nombreuses&#160;d\u00e9ceptions suivies de disparitions douloureuses.<\/p>\n<p>&#160;Le March\u00e9 boursier&#160;est en train de mesurer la menace d&#039;explosion de ce business de composant ou des dizaines d&#039;acteurs \u00e9laborent la m\u00eame strat\u00e9gie de prise de parts d&#039;un march\u00e9 \u00e0 la croissance incertaine, parce que d\u00e9pendante du bon vouloir des autorit\u00e9s politiques des Etats. Alors la semaine derni\u00e8re la quasi-totalit\u00e9 des acteurs ont plong\u00e9 en Bourse. Le norv\u00e9gien <strong><span>REC<\/span><\/strong> a perdu 15%, l&#039;allemand <strong><span>SolarWorld<\/span><\/strong> a l\u00e2ch\u00e9 11%, le chinois Trina Solar 10%, l&#039;am\u00e9ricain <strong><span><span>First Solar<\/span><\/span><\/strong> a perdu 9%, l&#039;allemand <strong><span>Q-Cells<\/span><\/strong> 8% pour ne citer que les plus repr\u00e9sentatifs.&#160;La Bourse&#160;attend donc une formidable d\u00e9cantation de ce march\u00e9 dont seuls les plus robustes ou les plus astucieux surnageront du bain.<\/p>\n<p><a href=\"http:\/\/phx.corporate-ir.net\/External.File?item=UGFyZW50SUQ9MzcwMTUxfENoaWxkSUQ9MzY2NzA1fFR5cGU9MQ==&amp;t=1\" target=\"_blank\" title=\"Trina Solar\">CONSULTER<\/a> la pr\u00e9sentation du chinois Trina Solar&#160;<\/p>\n<p>Le 28 F\u00e9vrier 2010<\/p>\n","protected":false},"excerpt":{"rendered":"<p>&#160;Que diriez-vous d&#039;un march\u00e9 de composants \u00e0 la croissance incertaine, d\u00e9pendant d&#039;aides gouvernementales diverses et vari\u00e9es de pays souvent largement endett\u00e9s, faisant appel \u00e0 des gammes de produits nombreuses et h\u00e9t\u00e9roclites, produites par de tr\u00e8s nombreux acteurs dans le monde investissant tous massivement pour conqu\u00e9rir des parts de march\u00e9, alors que les capacit\u00e9s de production [&hellip;]<\/p>\n","protected":false},"author":341,"featured_media":21748,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-454","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.0 - 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