https://www.pv-magazine.com/2022/10/24/ ... -year-end/
China’s solar cell production capacity may reach 600 GW by year-end
The Asia Europe Clean Energy (Solar) Advisory revealed that most of the planned new solar cell production capacity relates to high-efficiency n-type cell technologies such as TOPCon and HJT.
China's total annual solar cell and module production capacity may increase from 361 GW at the end of last year to up to 600 GW at the end of 2022, according to the Asia Europe Clean Energy (Solar) Advisory (AECEA).
So far this year, the output of polysilicon, wafers, cells and modules has already beaten the achievements of the Chinese PV industry in 2021 by some 50%. “By June, module shipments of the TOP 10 manufacturer crossed the 100 GW and by the end of September may have reached 140-150 GW (2021: 133 GW),” said the AECEA. “Just five of these top 10 have set shipment targets of between 183-205 GW.”
Furthermore, the AECEA revealed that the country's polysilicon capacity should grow from around 530,000 MT at the end of 2021 to up to 1.2 million MT in 2022, jumping to 2.5 million MT in 2023, and up to 4 million MT in 2024.
Para referência: 2,5 milhões de toneladas de polissilício são aproximadamente 1000 GW de painéis solares, conforme Bloomberg. Portanto, 4 milhões de toneladas de polissilício são aproximadamente 1600 GW de painéis solares, que devem ser capazes de produzir pelo menos 1600 TWh de eletricidade em escala global. O consumo global de eletricidade é de apenas 24.000 TWh, e talvez metade possa ser coberta por energia solar. Então, nesse ritmo, meu palpite é que até 2035, a parte solar de uma rede elétrica global completamente limpa será construída.