PV Tech’s analysis of ‘Solar Module Super League’ (SMSL) member JA Solar’s capacity expansion announcements in the first nine months of 2020 have revealed the company has already announced a total of over 104GW of combined plans, including ingot/wafer, solar cell and module assembly.
Leading ‘Solar Module Super League’ (SMSL) member JinkoSolar has made a major revision to its PV module assembly capacity expansion plans for 2020, intending to nearly double its nameplate assembly capacity to a new goal of 30GW by the end of 2020.
The rapid transition in the upstream manufacturing solar sector to significantly larger p-type and n-type monocrystalline wafers, cells and modules may be hailed as a new era for the industry in higher module performance and a leap in reducing PV power plants LCOE (Levelized Cost of Electricity) in a rapidly changing downstream market that becomes subsidy free, bidding orientated and targeting grid parity and beyond. But issues such as reliability lurk just below the surface.
Major integrated PV module manufacturer, Suntech has started ramping up a 1GW integrated cell and module assembly plant in Indonesia, predominantly to serve the US market that takes its nameplate module assembly capacity above 10GW.
Polysilicon manufacturer Daqo New Energy has submitted new documents regarding a potential initial public offering (IPO) to the Shanghai Stock Exchange, detailing how proceeds will be spent on new facilities.
Major polysilicon and merchant cell producer, Tongwei has secured a monocrystalline wafer supply deal from LONGi Green Energy (LONGi Group) that increases its wafer needs by 1 billion wafers to 2.6 billion as the cell producer plans to have more than 40GW of solar cell capacity in 2021.
PV equipment supplier RENA technologies has secured its largest ever single order from a major PV manufacturer in Asia as part of the customer's new 15GW PERC cell capacity expansion plans.
Major merchant solar cell producer Aiko Solar may have increased first half year revenue 30% compared to the prior year period, but COVID-19 and solar cell average price declines, triggered by weak demand, sent net profits falling by 68% year-on-year.
In the second part of a two-part blog series, Clean Energy Associates’ Joseph C. Johnson examines just how long volatility in polysilicon pricing can continue.
