On May 29, Meyerberg decided to close its last factory in the United States, the solar module factory in Goodyear, Arizona, and permanently lay off 355 employees. The factory has been in operation for less than a year since June last year.
Previously, the old European photovoltaic company was ambitious to open up the U.S. market, and began to close its module factory in Freiberg, Germany, at the end of 2023, which is also the largest operating solar module production base in Europe, and started to build factories in the United States. At one point
, Meyerberg planned to open two factories in Arizona and Colorado and continue to expand capacity. However, the plan was "aborted" in less than a year, and Meyerberg's "dream-driven journey" in the U.S. photovoltaic market was finally "broken".
Meanwhile, in mid-May, Sunnova, an American photovoltaic giant and household solar installation company, revealed that it had officially started bankruptcy proceedings, and the market was in an uproar. In addition, domestic media reported that a leading Chinese photovoltaic company that has built a factory in the United States is also considering selling its Arizona " in addition to the collective withdrawal of the old companies. The local photovoltaic enterprises in the United States, which are now in the "prime of life", have also become negative in their expectations for the future market development.
Digital New Energy DataBM.
For the full year 2025 EBITDA guidance, T1 Energy said it would cut its previous forecast to between $ 25 million and $50 million from $75 million to $125 million; In terms of component capacity, It indicates that it will be lowered from the predicted 3.4 GW to 2.
Among them, in terms of net sales , First Solar, a photovoltaic manufacturer in the United States, will be reduced from $ 5.3-5.8 billion to $ 4.5-5.5 billion; In terms of gross profit margin , it will be reduced from $ 2.45-2.75 billion to $ 1.96-2.47 billion; In terms of shipments , It will drop from 18-20 GW to 15.5-19.
In recent years, the development of photovoltaic market in the United States has been full of fragmentation and ups and downs .
With its high growth demand expectations and high profit margins, the United States has always been a popular market in the global photovoltaic market.
In recent years, with the continuous growth of demand, the photovoltaic market in the United States has witnessed a historic rapid development. Statistics from the American Photovoltaic Industry Association (SEIA) show that in 2024, the newly installed capacity of the United States increased by 50 GW, a record 54% year-on-year growth. Wood Mackenzie, a global market research firm, predicts that the US will add 502GW in the next decade " However, this growth momentum will be hit hard in 2025.
On the one hand, due to the incomplete local industrial chain, the US photovoltaic market is also highly dependent on external imports. In 2024, the import volume of PV modules in the United States reached 54.
However, since the beginning of this year, the final ruling of the Ministry of Commerce of the United States on the "double reverse" investigation of photovoltaic products in four Southeast Asian countries, as well as the uncertain new tariff policies of the United States on various countries, have greatly increased the cost pressure of photovoltaic enterprises in the United States and the confidence of import traders.
On the other hand, a series of anti-clean energy development policies , such as the large-scale tax and fiscal bill passed on May 22, have been revised and promulgated. Goldman Sachs, the global research Institute of ", believes that the US solar industry is currently facing three major challenges. The first is the uncertainty of policy and tariffs: the future of IRA subsidies is still unclear. Tariffs in Southeast Asia have increased the cost pressure of non-US suppliers. Second, the price competition is fierce, although the price of polysilicon and silicon wafers is rising, the price of modules is still falling due to oversupply.
The Solar Energy Industries Association (SEIA) predicts that the total installed capacity of solar energy will decrease by 25% by 2035, or 127 GW DC, due to the early cancellation of tax credits (IRA), the decline of transferability market and the increase of supply chain constraints. Under the
internal and external attacks, it is not difficult to understand that more and more photovoltaic companies are beginning to think about the withdrawal from the US market.
浙公网安备33010802003254号