Modules & Upstream Manufacturing

There was significant opposition to the re-appointment of three executives at today’s AGM, suggesting unease at a strategy that involves loading ever more debt onto the manufacturer as it bids to rapidly outgrow its rivals in terms of production capacity.

Flying in the face of claims the rise of China’s clean energy sector undermines the security of developed nations and harms the profitability of their businesses, a research paper argues such a view is outdated and ill-advised. It presents four opportunities for Western players to tap ‘Green China Inc’.

The polysilicon and wafer maker has been busy raising cash of late by indulging in a fire sale of project assets. With plans for ever larger production capacities to fund, it has now announced the issue of new shares amounting to more than 8% of the existing stock.

While lacking the swarming crowds of previous years, the 2019 SNEC in Shanghai remained a focal point of the global PV industry when it comes to industrial solar cell and module manufacturing and technology. Here are five hot technology takeaways from the pv magazine team on the show floor and conference sessions.

A research paper from scientists at the U.S. National Renewable Energy Laboratory outlines a new approach to the production of gallium arsenide based cells. The approach, termed ‘germanium on nothing’, could enable the cost effective, high volume production of PV cells based on III-V materials such as gallium arsenide.

There was plenty of innovation on display at this year’s SNEC, which closed yesterday afternoon at the Shanghai New International Expo Center. The three-day exhibition ran from Tuesday to Thursday, was well attended and still ranks as the world’s largest solar energy trade show.

German customs officers executed two arrest warrants during the Smarter E show in Munich. The public prosecutor’s office in Nuremberg-Fürth also confirmed another arrest, connected to an existing investigation of a Chinese PV manufacturer. The arrested executives were allegedly involved in commercial smuggling of solar modules, the customs authorities and prosecutor told pv magazine. The authorities believe minimum import prices for crystalline solar modules from China, in effect until September, were circumvented and millions of euros in payments were evaded.

In the petition, the manufacturers claim their Korean rival’s patent assertions should be declared invalid as there is evidence the innovations they refer to were either not new or were obvious steps forward.

The polysilicon, ingot, wafer, cell and module giant made two huge announcements this week, with plans to almost double wafer manufacturing capacity just as it moves to sell off its PV project development business to state-owned energy giant China Huaneng Group.

In a conversation with pv magazine, REC vice-president for sales in the EMEA region Ivano Zanni describes the new strategy of the Norwegian manufacturer following the launch of its high-efficiency, half-cut mono n-type heterojunction module. REC expects annual production capacity for the panels at its factory in Singapore to increase to 600 MW by the end of next year, and that the company’s total capacity will reach 2 GW.