Manufacturing amid market concentration
The solar market is expected to grow in 2021, following a year of pandemic-driven supply chain disruptions, exacerbated by explosions at polysilicon plants. PV InfoLink estimates almost 154 GW of module demand in 2021, up by 10% on 2020. Analyst Amy Fang examines the key market trends for the first quarter.
Manufacturing capacity continues to grow across the PV supply chain. As manufacturers are ramping up to stay competitive and optimize costs, the impacts of unbalanced supply and demand will become even more pronounced. Manufacturer strategies and market trends are becoming clear toward the end of the first quarter. The supply chain will see growing concentration …
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