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Taiwan PV companies may benefit from Australia anti-dumping probe

TAIPEI--Taiwanese providers of solar photovoltaic (PV) modules may stand to benefit as the Australian government launches an anti-dumping investigation into finished and semi-finished Chinese PV imports.

Taiwanese market advisory firm TrendForce said Tuesday that the Australian anti-dumping commission will be investigating PV modules imported from China between July 1, 2012 and Dec. 31, 2013. If Chinese firms were found to be dumping, the commission will report the case to Australia's Congress on Oct. 16.

Chinese modules currently account for 70 percent of the total demand in Australia. That means that Australian manufacturers could need to start to look for alternative solutions, likely from Japan, South Korea, and Taiwan, said TrendForce.

Chinese manufacturers could also outsource to Taiwanese companies in a bid to avoid the investigation, benefiting Taiwanese module makers, the report said.

TrendForce said it will take negotiations and compromises to determine the final results of Australia's anti-dumping investigation.

The firm predicted that anti-dumping and anti-subsidy inspections targeting Chinese firms could become a common occurrence in the future.

Taiwanese makers, meanwhile, could play more important roles in global PV supply and demand in the future, but it is critical for Taiwanese companies to think about how to avoid meeting the same fate as their Chinese counterparts while expanding market opportunities, TrendForce cautioned.

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