China's photovoltaic manufacturing industry is sweeping the global photovoltaic market with unparalleled advantages, whether in terms of capacity scale or production cost. However, under the epidemic situation, more countries are considering to encourage domestic manufacturing due to the "counter trend" of photovoltaic market terminal demand.
In most parts of Europe, photovoltaic power generation has become the cheapest clean energy, which plays an important role in achieving the goal of "zero carbon". With the launch of the post epidemic economic recovery plan, photovoltaic manufacturing industry has become an important strategic part of increasing green employment in many countries. In early November, REC determined the location of its 4gw photovoltaic module factory in France, with a total investment of 680 million euro to manufacture heterojunction modules in Hambach, Mosel province. However, the earliest start-up date is 2022. Mayerberg also announced in May this year that it plans to build a Jiwa class factory in Europe, some small components in Germany and Poland.
The planned capacity of the five photovoltaic manufacturers is more than 25gw, but less than 1GW will be put into operation in 2021
Solar power Europe, the European Photovoltaic organization, has launched the "solar manufacturing accelerator", a platform called photovoltaic manufacturing accelerator, which aims to accelerate the recovery of photovoltaic manufacturing industry in Europe. Manufacturers joining this platform have planned more than 25gw of photovoltaic manufacturing capacity in the next five years.
Meyerberg plans 5GW batteries and modules: this veteran Swiss OEM has a deep understanding of China's photovoltaic manufacturing history. In the past decade, most of the equipment in China's photovoltaic plants has been purchased from meyerberg. These manufacturing facilities give mayerberg a natural foundation for innovation in components and batteries.
With the fierce competition of manufacturing equipment, meyerberg has to stop selling photovoltaic manufacturing equipment and use its own technology to manufacture components. Meyerberg is preparing to complete a 400MW heterojunction battery and module production line in the first half of next year, and hopes to expand its capacity to 5GW by 2026.
Meyerberg claims that the components produced by German factories are mainly used for roof projects, and there are already potential customers from Europe and the United States, with annual purchases of more than 2gw.
Oxford photovoltaic plans 10GW battery: as a company that has broken the conversion efficiency record of perovskite battery for many times, Oxford photovoltaic ordered the first batch of heterojunction production line orders from mayerberg in August 2019, and will expand to 125MW perovskite hjt laminated photovoltaic cell production line in Brandenburg, Germany. The first phase investment is about 44 million euro, including 8.8 million euro from Brandenburg government.
Oxford photovoltaic is expected to expand its production line to 250MW by the end of next year, and plans to invest another 250 million euros to achieve 10GW capacity by 2024, and the battery efficiency will also be increased from 26% to 35%.
Frank P. averdung, chief executive officer of Oxford photovoltaic company, said that when Chinese manufacturers found that their maximum efficiency of photovoltaic cells was only 25.5%, they would have to compete and crush each other in terms of cost in the future. Especially this year, many of China's first-line component factories are expanding their production, which is to prepare for the cruel cost competition. This is why Oxford photovoltaic has always been confident in perovskite stack cells.
3sun plans 3.3gw batteries and modules by 2024: 3sun is a photovoltaic cell and module factory in Catania, Italy, which is wholly owned by Enel. The factory mainly produces heterojunction double-sided batteries and modules. In 2019, 3sun invested 80 million euro to start the first 200MW heterojunction production line, and plans to increase the production capacity to 3.3gw by 2023-2024. There is no doubt that Enel is eager for the return on investment.
"5GW + green factory" alliance plans to reach 5GW of battery and module capacity in 2023: the "5GW + green factory" alliance, which is jointly organized by photovoltaic technology expert RCT solutions and many research institutions and industry organizations including Fraunhofer ise and VDMA in Germany, In the second half of this year, it is expected to receive 500 million euros (US $590 million) of financing from the investor audience, with the goal of rapidly developing 5GW of battery and module capacity by 2023.
In recent years, RCT has accumulated some experience in plant construction. As the key partner of kalyon solar in developing a Jiwa class plant in Turkey, the two companies participated in the bidding of Turkey plant in March 2017. The first batch of 500MW photovoltaic capacity has been put on line this summer.
Genuine Europe solar plans to realize 2gw silicon wafers, cells and modules by 2022: This is a photovoltaic manufacturing enterprise set up in Hungary this year by a consortium led by ecosolar of Switzerland. This summer, it adopted meyerberg's production technology to open a 100MW heterojunction production line, genuine Europe Solar plans to slowly expand to 350MW in the next few years, and achieve 2gw of silicon wafer, battery and module capacity by 2022.