Modules & Upstream Manufacturing

Industrial shutdowns and reduced factory production capacity levels indicate the companies producing the raw materials used by solar manufacturers are being afflicted by electricity consumption measures just as other sectors are. It is not clear whether the solar industry will be afforded any favors by Beijing, as analyst Frank Haugwitz explains.

South Korean company LG Chem has developed a new plastic material that it says could replace the metal frame of a PV module, making it much lighter. The company says it has already secured mass production capability for the material and begun selling products at full scale.

With a rising chorus of voices calling for more solar industry recruits to perform the energy transition, Nigeria already has a skilled base of PV engineers and, with a little help filling the few gaps they have in their knowledge, the nation can step into the breach immediately, as Testimony Gabe-Oji, chief technology officer for Abuja-based installer Green Energy Spectrum, explains.

Shipments and revenue both rose in the first three quarters, for a company which this year announced the painful consequences of winding down its cell manufacturing operation were behind it.

The modular solar marketplace is growing, especially in Australia where remote mining and agricultural sites appreciate the benefits of compact, movable solar. One new entrant is Western Australia’s CDI Energy with its “Rapid Solar Module”, which CDI founder and CEO Darryl Bower told pv magazine is up to 30% cheaper than fixed axis alternatives.

This week, Shuangliang Eco-Energy has signed a multi-year sales contract for delivery of its PV wafers to solar cell manufacturer Jiangsu Runergy, and Wuxi-based perovskite start-up UtmoLight Technology has won a Pre-A round investment of RMB 220 million from several private equity funds.

The Vietnamese solar manufacturer presented its new half-cut monocrystalline PERC PV module at last week’s Intersolar Europe. It features an efficiency of 21.38% efficiency and maximum power output of 605 W.

Reliance New Energy Solar, a subsidiary of Reliance Industries led by billionaire Mukesh Ambani, which is planning a huge manufacturing venture in Gujarat, India, has led a series C financing round in German wafer manufacturer NexWafe with an investment of EUR 25 million ($29 million). This marks the third major investment in renewables announced by the Indian multinational this week.

Manufacturing giant JinkoSolar has set another world record for n-type solar cell efficiencies with its TOPCon technology, this time pushing to 25.4%. The new world record was confirmed by JET laboratories in Japan, and surpasses JinkoSolar’s previous record of 25.25% set back in May.

China’s president has detailed plans to accelerate the planning and construction of large-scale wind and PV projects in desert areas, while Wuxi Shanghai announced new granular silicon and nano-silicon production capacity expansions.