{"id":751,"date":"2009-08-14T15:36:18","date_gmt":"2009-08-14T15:36:18","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/08\/14\/lindustrie-du-photovoltaique-en-difficulte-en-europe-qcells-va-supprimer-500-postes-de-travail-en-al\/"},"modified":"2012-07-12T11:48:16","modified_gmt":"2012-07-12T11:48:16","slug":"lindustrie-du-photovoltaique-en-difficulte-en-europe-qcells-va-supprimer-500-postes-de-travail-en-al","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/08\/14\/lindustrie-du-photovoltaique-en-difficulte-en-europe-qcells-va-supprimer-500-postes-de-travail-en-al\/","title":{"rendered":"L’industrie du photovolta\u00efque en difficult\u00e9 en Europe: le leader Q-Cells va supprimer 500 postes de travail en Allemagne"},"content":{"rendered":"

                     Nous avons maintes fois soulign\u00e9 ici le caract\u00e8re \u00e9conomiquement insupportable des productions europ\u00e9ennes de modules photovolta\u00efques \u00e0 base de Silicium cristallin en face d'une demande d\u00e9prim\u00e9e, de prix de march\u00e9 en forte chute et d'une concurrence chinoise tr\u00e8s agressive. Les changements de donn\u00e9es \u00e9conomiques, sous les coups d'une offre exc\u00e9dentaire par rapport \u00e0 la demande, dans une industrie de composants \u00e9lectroniques ou \u00e9lectriques, peuvent \u00eatre d'une tr\u00e8s grande brutalit\u00e9. L'exemple de l'Allemand Q-Cells, leader mondial du march\u00e9 il y a \u00e0 peine un an, illustre tout \u00e0 fait ce propos. Pour des volumes commercialis\u00e9s sensiblement constants aux premiers semestres 2008 et 2009 (264 et 272 MW respectivement) l'industriel a vu son chiffre d'affaire baisser de 580 \u00e0 366 millions d'euros, avec des effectifs en forte croissance qui sont pass\u00e9s de 1880 personnes \u00e0 2569 personnes en un an. De plus Q-Cells qui venait de traverser une p\u00e9riode de silicium rare et cher, avait conclu des accords \u00e0 long terme d'approvisionnement de wafers qui lui auraient co\u00fbt\u00e9 50 millions d'euros de plus que le prix de march\u00e9 au cours de ce premier trimestre. On assiste donc au spectacle d'un ancien leader industriel, compl\u00e8tement pris \u00e0 contre pied par un march\u00e9 \u00e9voluant tr\u00e8s vite et dans la mauvaise direction.<\/p>\n

\"Q-Cells-2009-T2\"<\/a><\/p>\n<\/p>\n

                     Le Management, devant la situation assez catastrophique, se devait de r\u00e9agir (TAB.). Il vient d'annoncer une s\u00e9rie de mesures op\u00e9rationnelles et financi\u00e8res dont il est possible de souligner les plus importantes:<\/p>\n

    \n
  1. La fermeture de 4 lignes de production les plus anciennes (360MW) de son usine allemande de Thalheim, accompagn\u00e9e d'une revue des emplois indirects (overhead). L'ensemble devrait conduire \u00e0 la suppression de 500 postes et \u00e0 une r\u00e9duction des co\u00fbts de production de 25%. C'est l'Usine de Malaisie qui devrait prendre l'essentiel du relai.\n
  2. La disparition des contrats \u00e0 long terme d'approvisionnement de wafers,\n
  3. La d\u00e9cision de pousser les feux dans les diverses filiales de Q-Cells impliqu\u00e9es dans les technologies en couches minces. Il faut souligner l'originalit\u00e9 de cet "industriel" qui, au sein de filiales s\u00e9par\u00e9es, pousse les feux dans les trois technologies en couche mince en vigueur : Silicium h\u00e9t\u00e9rojonction, CIGS et CdTe. Cette situation, unique au monde, illustre l'inaptitude d'un management de Q-Cell \u00e0 faire des choix technologiques.\n
  4. Enfin, les Financiers vont essayer de mieux g\u00e9rer les engagements en capitaux et la variation des besoins en fonds de roulements. <\/li>\n<\/li>\n<\/li>\n<\/li>\n<\/ol>\n

                   L'annonce de ce plan de restructuration n'a pas \u00e9t\u00e9 accompagn\u00e9e d'un rebond du cours de l'Action, indice de mesures jug\u00e9es insuffisantes par les milieux financiers.<\/p>\n

    LIRE<\/a> le plan \u00e9labor\u00e9 par ce Groupe et la pr\u00e9sentation<\/a> des comptes \u00e0 mi-ann\u00e9e.<\/p>\n

    Le 14 Ao\u00fbt 2009.<\/p>\n","protected":false},"excerpt":{"rendered":"

                         Nous avons maintes fois soulign\u00e9 ici le caract\u00e8re \u00e9conomiquement insupportable des productions europ\u00e9ennes de modules photovolta\u00efques \u00e0 base de Silicium cristallin en face d'une demande d\u00e9prim\u00e9e, de prix de march\u00e9 en forte chute et d'une concurrence chinoise tr\u00e8s agressive. Les changements de donn\u00e9es \u00e9conomiques, sous les coups d'une offre exc\u00e9dentaire par rapport \u00e0 la demande, dans […]<\/p>\n","protected":false},"author":341,"featured_media":20748,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[10],"tags":[],"class_list":["post-751","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-solaire"],"yoast_head":"\nL'industrie du photovolta\u00efque en difficult\u00e9 en Europe: le leader Q-Cells va supprimer 500 postes de travail en Allemagne - leblogenergie.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/08\/14\/lindustrie-du-photovoltaique-en-difficulte-en-europe-qcells-va-supprimer-500-postes-de-travail-en-al\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"L'industrie du photovolta\u00efque en difficult\u00e9 en Europe: le leader Q-Cells va supprimer 500 postes de travail en Allemagne - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"                     Nous avons maintes fois soulign\u00e9 ici le caract\u00e8re \u00e9conomiquement insupportable des productions europ\u00e9ennes de modules photovolta\u00efques \u00e0 base de Silicium cristallin en face d'une demande d\u00e9prim\u00e9e, de prix de march\u00e9 en forte chute et d'une concurrence chinoise tr\u00e8s agressive. 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