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Chinese PV Industry Brief: More polysilicon and glass deals, new wafer capacity comes online

JA Solar has agreed to buy 75,000 MT of polysilicon from Qinghai-based Asia Silicon (Qinghai) Co., Ltd., and Longi will buy 250 million square meters of PV glass from US-based Chinese manufacturer Deli Glass. Huantai Group commissioned another furnace at its 12 GW wafer factory in Inner Mongolia.

‘New surge in downstream demand has driven the polysilicon shortage to a crisis point’

In a statement to pv magazine, the global vice president of Chinese solar manufacturer JinkoSolar, Dany Qian, said that polysilicon prices are not expected to drop for at least six months. The company’s general manager for South & Central Asia, Daniel Liu, stated that Jinko is not backing out from any of the signed deals with its Indian customers due to the raw material supply shortage and the rising prices, as reported by unspecified false reports.

Chinese PV Industry Brief: First quarter brought 5.5 GW of new solar, Zhonghuan Semiconductor acquires stake in Maxeon

Solar demand grew around 40%, year-on-year, during the first three months of 2021 and wafer producer Zhonghuan Semiconductor has raised its holding in Singaporean solar manufacturer Maxeon to become its second-largest shareholder after Total.

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Solar modules prices rose by up to 15% in China, Jinko’s vice president says

According to JinkoSolar vice president Dany Qian, PV panel prices rose significantly since the second quarter of last year due to an increasing shortage of polysilicon, glass, silver, and module frames. She also stated that rushing demand cannot stop prices from rising for at least the next six months or longer, until sufficient capacity ramps up.

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Chinese PV Industry Brief: New glass capacity and a 20 GW wafer order

Flat Glass has activated two new glass furnaces that will bring its total production capacity to 8,600 MT per day. JinkoSolar has secured 20 GW of orders for its 182mm-wafer-based modules.

Chinese PV Industry Brief: Jinko announces 2 GW agrivoltaic project in Heilongjiang Province

Meanwhile, Chinese state-owned energy company State Power Investment Corporation (SPIC) has acquired a solar energy developer in Mexico and JA Solar has started construction on the second phase of its 20 GW ingot factory in Yunnan Province.

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Nanostructures for ultrathin flexible wafer

Scientists in South Korea combined two processes to etch a nanostructure of tiny pyramids onto the surface of a silicon wafer. As well as trapping more light and increasing the cell efficiency, the group claims that its nanostructure improves the mechanical flexibility of the cells. This could potentially allow for the use of much thinner silicon wafers than is currently possible in production.

Chinese PV Industry Brief: Trina acquires Enclave, Sungrow secures EPC contracts for 300 MW

Module manufacturer Trina Solar has completed the acquisition of the Spanish tracker company, inverter maker Sungrow has secured contracts from Three Gorges New Energy and Akcome Technologies has completed construction of its heterojunction cell and module factory.

Chinese PV Industry Brief: New supply deal for Daqo plus more cell and PV glass production capacity

Chinese polysilicon manufacturer Daqo has secured a long-term supply agreement with PV equipment provider and monocrystalline wafer manufacturer Wuxi Shangji Automation, Shanxi Coal International Energy Group has unveiled a plan to set up a 10 GW heterojunction solar cell production fab and Longi has held its wafer prices.

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Manufacturing industry seeks unity on wafer size

Seven solar manufacturers, including tier-1 players, have signed up to a joint initiative aiming to establish a new standard size for silicon wafers at 182mm x 182mm. Conspicuously absent from the initiative is China’s Zhonghuan Semiconductor, which last year introduced a 210mm solar wafer, the largest seen in the industry so far.

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