Featured in Going global – 09-2022

Integrated giants emerge

The giants of the Chinese PV industry are now integrated along both ends of the supply chain, amid expectations for strong demand and price volatility. Module makers are adding polysilicon capacity, while poly and wafer producers are making module production a part of their business. But do companies still face the same risks that have brought down vertically integrated solar giants in the past? Vincent Shaw reports from Shanghai.

By

Vincent Shaw

05 Sep 2022

Image: Longi Solar

On Aug. 8, an investment decision sent ripples through China’s PV industry. Canadian Solar (CSI), one of the top five Chinese solar companies, announced its intention to establish a new vertically integrated production base in Qinghai, western China.The plan represents CSI’s attempt to construct the key elements of the crystalline silicon solar supply chain from …

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