Size, scale and vertical integration are imperative for success in the richly competitive US solar market as a result of its maturation and evolving customer base, the CEO of Arevon Energy, the US renewables platform spun out of Capital Dynamics, has said.
Meyer Burger is sold out of its heterojunction solar modules until the fourth quarter of 2021 as the company continues to be affected by production ramp-up delays.
PV Tech speaks to JA Solar’s Henning Schulze about the module manufacturer’s European strategy, how vertical integration is helping it mitigate supply chain volatility and why lessons from the stock market can help guide solar module purchasing.
Maxeon Solar Technologies has said it may face manufacturing disruptions if it is unable to mitigate the impacts of raw material and component cost increases from its suppliers.
Meyer Burger has been hit by supply chain bottlenecks that have slowed the ramp-up of manufacturing capacity at its new cell and module plants in Germany.
Canadian Solar has tweaked its planned capacity expansions for this year, stripping back module assembly capacity expansion to instead produce more solar wafers and cells as the industry continues to recalibrate following months of supply chain volatility.
SMA Solar Technology saw inverter sales decline in the first half of 2021 and warned of potential delivery capacity constraints in H2 because of the ongoing strained supply situation for electronic components.
Enphase Energy shipped fewer microinverters in Q2 2021 than in the preceding quarter as supply constraints continued to bite, but the manufacturer still managed to boost revenue sequentially.
It is “unhealthy” for China to dominate solar manufacturing and production bases outside of the country are necessary to reduce the risk of supply chain disruptions, an Indian government official has said.
While the Asian solar industry has been hit by COVID-19 fueled disruption, the pandemic has also boosted interest from offtakers, industries and governments alike.
