Modules

Analysing the manufacturer's recent results disclosure, Mark Osborne details how Canadian Solar is falling behind its key rivals regarding its manufacturing expansions and shipments plans

‘Solar Module Super League’ (SMSL) member Canadian Solar is guiding a significant increase in PV module and energy storage shipments, resulting in full year 2021 revenue of between US$5.6 billion to US$6.0 billion, over 70% higher than revenue reported for 2020.

Tianjin Zhonghuan Semiconductor (TZS) is setting its sights on achieving a 150% increase in 210mm monocrystalline wafer capacity by the end of 2021.

Talesun Solar is planning a new 5GW PV manufacturing hub in Siyang Economic Development Zone, Shuyang County, Jiangsu Province, China.

Trina Solar has added to its Vertex series of next-generation solar modules, launching an ultra-high power 670W version.

Meyer Burger has accelerated plans to target the US high-end residential rooftop market with its heterojunction (HJ) PV modules.

Having topped RMB1.9/Watt (US$0.29/W) in early 2020 before falling to RMB1.4/Watt (US$0.21/W), PV module prices in China have been on a rollercoaster of late. PV Tech's Carrie Xiao has the latest on module pricing from China.

India will introduce a 40% basic customs duty on solar modules and 25% duty on cells as of April 2022 to cut the reliance on imports and expand the country’s PV manufacturing base.

JinkoSolar has secured an agreement that will see its Tiger and Tiger Pro 530 / 535W modules be marketed and distributed in Pakistan throughout 2021.

‘Solar Module Super League’ (SMSL) member JA Solar is planning a new manufacturing hub in Qidong Economic Development Zone, Jiangsu Province, China to operate 20GW of solar cell production and 20GW of PV module assembly.