Large-wafer size producer Tianjin Zhonghuan Semiconductor (TZS) is to build a new 50GW 210mm (G12) mono-wafer manufacturing hub in Ningxia Hui Autonomous Region at a cost of around RMB12 Billion (US$1.86 billion).
The solar industry's two largest enterprises, GCL and LONGi have signed a major polysilicon supply deal, the first time the rivals have entered into a major business deal together.
Panasonic has announced plans to withdraw from manufacturing heterojunction (HJT) cells and modules with the closure of its manufacturing plants in Malaysia and Shimane Prefecture, Japan.
Major China-based polysilicon producer Daqo New Energy has forecasted to reach its highest production and sales levels in reporting fourth quarter and full year results.
‘Solar Module Super League’ (SMSL) member JA Solar has updated its capacity expansion plans for its solar cell and module assembly plant in the Yangzhou Economic and Technological Development Zone (ETDZ).
‘Solar Module Super League’ (SMSL) member GCL System Integration Technology Co (GCL-SI) has cancelled plans to build a 2.5GW ‘Shingled’ (cell) module assembly plant in Funing, Hebei Province, China and will instead shift the project to its recently-started 60GW module manufacturing hub in Hefei.
Following on from our recent piece on what is driving the largest ever wave of manufacturing capacity expansion announcements in the PV industry, a few real-world examples may shine further light on this topic.
Beijing Jingyuntong Technology Co (JYT) has secured four major large-area mono-wafer orders from PV module and solar cell producers totalling around RMB16.78 billion (US$2.6 billion) in the last few weeks.
The China-based PV manufacturing industry has been in a massive capacity expansion phase since 2019. This intensified in the first quarter of 2020 but had eased off through the year, but the cumulative figures are jaw dropping, which has led to real fears of overcapacity in 2021.
‘Solar Module Super League’ (SMSL) member GCL System Integrated Technology Co (GCL-SI) has pumped RMB790 million (US$122 million) into Hefei GCL Integrated New Energy Technology Co (Hefei GCL) to start the construction process of its previously-announced 60GW new mega manufacturing hub in Hefei City, Anhui Province, China.
