According to Johannes Bernreuter, head of Bernreuter Research the supply of polysilicon for the PV industry will continue to be constrained in 2021, while significant overcapacity is looming in 2022 and possibly intensify in 2023.
With module suppliers currently seeking to hit annual shipment volume guidance for 2020, and many announcing ambitious expansion plans for 2021 and beyond, the sector is seeing a shift now in terms of module supply to global utility-scale sites.
‘Solar Module Super League’ (SMSL) member Q CELLS has become the first PV manufacturer to pass TÜV Rheinland’s new ‘Quality Controlled PV’ certification that equates to an extended stress test program based on IEC TS 63209.
Trina Solar has bolstered its solar wafer supply line with the signing of a 1.2 billion wafer deal with Zhonguan Semiconductor, valued at RMB6.5 billion (US$990 million).
‘Solar Module Super League’ (SMSL) member Canadian Solar has stopped tweaking manufacturing capacity expansion plans and guided major plans for 2021 that encompass ingot, wafer, solar cell and module assembly.
Quotes for PV glass have soared this month, reaching a price of RMB43/㎡ according to prices compiled by PV InfoLink, with some small-scale suppliers even quoted prices of RMB50/㎡.
Trina Solar and Tongwei have unveiled a multi-billion-dollar collaboration which will see the two companies invest in and co-develop multi-gigawatt solar supply facilities.
India’s government has agreed on a financing package that includes INR 45 billion (US$603 million) of investment over five years to support the domestic development of high-efficiency PV modules.
