20GW of new silicon manufacturing capacity – LONGi vs GCL Poly arms race

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20GW of silicon manufacturing is not trivial. Global volume installed last year was ~98GW. Adding 20% of capacity is big. What’s really interesting is that GCL-Poly and LONGi are ramping up some serious competition! And that is really exciting – because two companies with ego fighting each other helps us all.

SOURCE: The factory will be established in two phases, each installing annual production capacity of 10GWp, using CCZ (continuous-fed Czochralski) crystal-growing technology. GCL-Poly obtained CCZ technology from SunEdison whose PV assets it acquired in 2016. LONGi Green Energy Technology, the largest China-based solar mono-Si wafer maker, plans to expand production capacity from 15GWp at year-end 2017 to 28GWp at year-end 2018, 36GWp at year-end 2019 and 45GWp at year-end 2020.

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John Fitzgerald Weaver
Solar Power Plant Project Developer at Commercial Solar Guy
John Fitzgerald Weaver is a solar developer, digitally as the 'Commercial Solar Guy.' As a project developer and installer, he’s sold and managed 50+ solar projects, totalling over $25 million - with their sizes ranging from 5kW to 1500kW. He’s been involved in many aspects of the solar supply chain – as a company founder, developer, project manager, manufacturer, permit runner, salesman, contractor and financier, climbs mountains, played football, enjoys an IPA or scotch, needs to get away, and really loves this strange connection between politics, energy, finance, environment, etc in the energy world, and likes run on sentences.