Featured in The journey to 100 GW – 05-2023

Vertically challenged

Soaring polysilicon prices have prompted China’s solar giants to increasingly expand upstream, to get a slice of the action and a grip on their supply chains. With oversupply looming, however, a less expansionist approach may lie ahead, reports InfoLink’s Alan Tu.

Over the past decade, leading PV manufacturers including Suntech, Yingli, Trina, Jinko, and Longi have vertically integrated their businesses to take ownership of the solar module supply chain and manage supply risks in a rapidly changing industry.Increasing profitVertical integration offers production cost savings and increased profitability through better co-ordination of upstream activity. Downstream, it has …

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