China’s dual-control on energy intensity target to hit PV supply chain in Q4
China’s National Development and Reform Commission (NDRC) published a notice on “Dual-Control Policy of Energy Consumption and Intensity” recently, specifying the energy intensity target set for the country, and directs each province (including autonomous
Silicon metal shortage to intensify as Yunnan cut production
Yunnan provincial government will enforce silicon metal production control, ensuring the average monthly production of silicon metal manufacturers in September to December does not exceed 10% of the production in August.
Daqo financial statement: Insights into polysilicon development
Since 2020, the PV industry has seen massive wafer, cell, and module capacity expansions. However, in the upstream, the expansion of polysilicon capacity evidently fell behind.
Zhonghuan Solar cut official pricings for wafers
On June 29, Zhonghuan released latest pricings for mono-Si wafers:
Thin-film cells: Retrospect and outlook
In October 2020, First Solar researched and developed Series 6 CuRe technology, finding the fifth column of the periodic table (group V) as stable replacement of copper, thus reduced the use of copper, raising performance capacity and offering long-term
Taiwan may fall short of solar target for 2021 amid rising costs
Despite an additional 6% bonus to FIT rates for projects using domestic modules, EPC companies can hardly accept the module price hikes, resulting in 1.5-3% of impacts on IRR for EPC companies about to connect systems to the grid.
Financial statements of leading vertically integrated companies
The information from 2020 financial statements published by major PV manufactures shows significant growth in term of both scale and turnover of leading companies, and they plan to further increase the market share through capacity expansion next year.
Top 6 largest manufacturers target more than 170 GW of module shipments in 2021
The top 6 module manufacturers aim to double their shipments in 2021, and together they will hit more than 170 GW of shipments, according to PV Men.