The recent announcement from India’s Ministry of New & Renewable Energy (MNRE) to approve a 12GW solar scheme for central public sector undertakings (CPSUs) – crucially mandating the use of domestically sourced solar cells and modules – represents the first key step towards India finally creating a route to stimulate multi-GW expansions for new cell and module facilities.
When we established the Silicon Module Super League (SMSL) a few years ago, it was prompted by the realisation that a select group of solar PV module suppliers were moving away from the 100+ chasing pack, and firmly establishing themselves as the companies that would be the dominant players as the industry moved towards and above annual shipment levels of 100GW.
Just when it looked like the underlining trend for Tesla’s shift away from using third party mainstream solar panel suppliers was set in stone, as manufacturing partner Panasonic started ramping Gigafactory 2 production, the latest data for the third quarter of 2018, goes completely in a different direction.
The solar industry gets to grips with the bewildering array of new module technologies at the second edition of the PV ModuleTech event in Penang, Malaysia. The conference raised a huge number of questions such as how to evaluate bifacial technology and whether it might rise faster than predicted, how long p-type multicrystalline has left in the running and the perennial issue of quality, to name a few.