Davis: China will maintain solar manufacturing dominance despite global factory buildouts
Michelle Davis · The terawatt era of PV: ‘Solar will be the gas of today’ · Jan 9, 2024 · at 12:00
Michelle Davis of Wood Mackenzie explains why international solar manufacturing announcements will not materially erode China's dominant market share.
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“Even if all the different announcements, whether in China or in the rest of the world, come to fruition, the share that China makes up isn't really going to change that much. Like, maybe a couple percentage points as other Countries around the globe build out module manufacturing. So the sort of like very simple and short answer to your question is that we just expect China to continue to absolutely dominate manufacturing. That's not going to change anytime soon.”
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