Featured in Marching orders for coal – 12-2021

China’s path to 100 GW

China is once again the focus of attention across the global solar PV industry. The country’s manufacturers have had a turbulent 2021, but domestic demand remains strong, particularly from the booming residential rooftop segment. Despite the supply challenges, China will likely reach 50 GW this year and possibly even 100 GW next year. Given the dynamic market and policy landscape, pv magazine publisher Eckhart K. Gouras recently caught up with long-time China solar expert Frank Haugwitz, the founder of the Asia Europe Clean Energy (Solar) Advisory (AECEA).

By

Eckhart Gouras

08 Dec 2021

Frank Haugwitz, founder, AECEA: “Solar PV is very competitive – that will drive some of the demand for distributed generation.” | Image: pv magazine/Dave Tacon

Module prices are on the rise, yet there remains a lot of manufacturing overcapacity available. AECEA itself predicted mid-year that 390 GW of capacity would be reached by the end of 2021, in “stark contrast” to the 160 GW to 240 GW of anticipated global demand, as you put it. How do you see the …

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