China’s policy cracking down on oversupply and cheap, low-quality products, due to come into effect in 2027, sets higher minimum standards and is expected to push module manufacturers to advance their R&D efforts. Some manufacturers are already using their existing crystalline silicon lines to produce perovskite-silicon tandem cells, while others are exploring opportunities in back-contact production. InfoLink’s Hardy He tracks the emerging technological pathways to higher efficiencies and healthier competition.
The solar industry remains mired in supply-demand imbalance, excess capacity, and a low-price competitive spiral. Market-driven capacity rationalization has so far proved ineffective. China released its national standard, Minimum Allowable Values of Energy Efficiency and Energy Efficiency Grades for Crystalline Silicon Photovoltaic Modules and Inverters, on June 27, with implementation scheduled for Jan. 1, 2027. …
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