Major Chinese polysilicon and wafer producer, GCL-Poly, is looking to support Chinese module manufacturers establish production operations in Taiwan in a bid to avoid European import tariffs, according to reports.
Rumours have recently circulated that some of the leading Chinese module manufacturers are considering production in Taiwan to circumvent possible EU anti-dumping duties by producing wafers, solar cells and modules outside of China.
GCL-Poly has key wafer supply agreements with a number of tier 1 Chinese module producers with established wafer production plants located adjacent to large-scale customer facilities. A potential shift of gigawatts of production to Taiwan would seriously impact GCL’s revenue generating ability.
GCL-Poly’s executive president, Hua Shu, was quoted in the South China Morning Post as saying that the company would consider joint venture alliances with its mainland customers should they set up manufacturing operations overseas. Such a move would put them outside the parameters of the anti-dumping investigation being carried out by the European Commission.
This is the latest sign that Chinese module manufacturers are considering overseas production. Canadian Solar has shipped nominal megawatts of modules to Europe from its module assembly plant in Ontario, Canada to meet some European customer demand, while ReneSola is planning to outsource over 300MW to a third-party manufacturer in Poland, rumoured to be Jabil Circuit. China Sunergy (CSUN) has established a joint venture solar cell and module manufacturing plant in Turkey, which could also avoid EU duties.
Last week, Yingli Green the largest PV module manufacturer rekindled potential plans to build modules in the US and possible JV alliances in other regions.
GCL-Poly has solar wafer supply agreements in China with the likes of Canadian Solar, Trina Solar, JA Solar and CSUN, amongst others. The materials firm is also a major supplier in Taiwan to solar cell producer, Neo Solar Power, and module manufacturer Del Solar, both of which are merging.