AS Published on Wednesday 2 November 2022 - n° 422 - Categories:PV Watch

A look at recent developments in the Chinese PV industry

The photovoltaic world has been largely disrupted over the last six months. In addition to Covid 19, which has caused supply difficulties between factories, and in addition to energy shortages which have also penalised the course of business, professionals in the sector have suffered from the rise in the price of silicon. This has favoured producers but also wafer manufacturers who have raised their prices and improved their profitability. On the other hand, the panel assemblers, who are in contact with the end customers, were not able to pass on the increase in silicon prices as well. They have put pressure on cell producers to absorb a large part of the price increase upstream.

With the statistics published this week by AECEA and PV InfoLink, plus the half-yearly or nine-monthly accounts of Chinese manufacturers in the industry, we sought to take stock of the industry.

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