New technologies, new opportunities
UK-based analyst Exawatt and Germany’s Nexwafe published a white paper this week that takes a close look at the current state of PV manufacturing worldwide, and how Nexwafe’s innovative wafer production tech might fit into it. They said that if the potential of its Epiwafer can be realized, the PV industry may yet see “another revolution in wafer manufacturing.”
Chinese PV Industry Brief: Zhonghuan raises wafer prices, China Resource Power procures 5GW of modules
Zhonghuan Semiconductor has ramped up wafer prices, China Resource Power has secured 5GW of solar panels, and GCL-Poly is preparing to rebrand as GCL Technology Holdings. China’s Guangxi Zhuang region, meanwhile, has announced plans to deploy 16GW of PV.
Chinese PV Industry Brief: Tongwei deploys another 32GW of solar cell capacity
In other news, JinkoSolar secured a 1GW supply agreement with CNNC Rich Energy Corporation Limited and Yunnan Province announced a plan to deploy another 50GW of PV over the next three years.
Chinese poly maker says its granular silicon will be in demand when EU puts up carbon border
GCL-Poly, in its annual results statement for 2021, has pointed to certification of its product’s low-carbon claims by French government body the Agence de l’Environnement et de la Maîtrise de l’Energie.
The sun is still shining on poly makers but solar developers struggling in China
Polysilicon maker Xinte is forging ahead with a huge expansion strategy just as solar developers at the opposite end of the industry continue to bleed cash.
Chinese PV Industry Brief: Talesun plans 5GW heterojunction PV module factory
Talesun announced the project for the PV factory adding it will also develop 5GW of agrivoltaics in China’s Hebei Province. Longi has also announced it has raised the prices of its wafers again.
Hanwha commits to US manufacturing across the supply chain
Hanwha Solutions becomes the largest shareholder of REC Silicon and, pending passage of SEMA, commits to a multi-phase, multi-billion-dollar expansion across the full solar energy supply chain.
Chinese PV Industry Brief: China tops 315GW of solar
Elsewhere, Longi will buy 203,600 tons of polysilicon from Chinese Tongwei, and the Chint Group is planning to deploy 1.6GW of distributed solar across four provinces.
Chinese PV Industry Brief: Jolywood, Jinko expand polysilicon capacity
In other news, Canadian Solar revealed it shipped 14.5 GW of solar modules in 2021 and China Power said it installed 1.22 GW more solar generation capacity last year.
EVA the next supply chain pinch point for solar
With polysilicon production capacity having been rapidly rolled out after last year’s shortages, China analyst Frank Haugwitz has suggested global manufacturing capability for the ethylene vinyl acetate used on PV panels could struggle to keep pace with what is expected to be another record year of demand for solar.
