Global PV demand is expected to rebound in June or early July as China begins a rush to construct new PV systems and power-generating stations in the second half of 2015, according to China-based PV supply chain makers.
The US Department of Commerce (DOC) will make a final decision in late May after reviewing anti-dumping and anti-subsidization tariffs imposed on China-made PV modules in 2012, and this will also affect China-based PV module makers' exports to the US market and in turn influence PV demand, the sources said.
The DOC in early 2015 made a preliminary decision to lower the 2012-imposed anti-dumping and anti-subsidization tariffs from an average rate of 30% to 17.5%.
Some of China's first-tier PV module makers, considering the uncertainty about the upcoming US final decision and the possibility that other countries will impose anti-dumping and anti-subsidization tariffs as well, have been setting up overseas solar cell and PV module factories in Malaysia, Thailand and Vietnam, with an average production capacity of 500MWp for a factory, the sources said.