The weekend read: China’s monocrystalline boom
Two large Chinese ingot and wafer makers have announced bold plans to expand their capacities beyond anything seen to date. In the process they could transform the entire upstream solar manufacturing landscape.
GCL-Poly creates JV to build new 20 GW mono ingot fab in China
The Chinese solar energy firm announces details of joint venture with the Qujing Municipal Government in China to build a 20 GW monocrystalline ingot facility in Qujing.
Analysis: Longi mono wafer expansion plans could yield H2 oversupply
Independent solar analyst, Corrine Lin believes that Longi’s plans to triple monocrystalline wafer production capacity to 45 GW by 2020 could trigger an oversupply problem in the second half of this year.
