Over the past five years, the pattern of imports has moved away from China and towards Southeast Asia and Korea.
In this interview Mark Widmar talks about the market for PV modules and his company’s supply situation, First Solar’s position in the Section 201 case, and the role he sees for solar in the future of energy.
U.S. Department of Energy data from 2016 shows crystalline silicon deployment surging last year, while thin-film grows at a more modest pace. Are manufacturing constraints to blame?
The first modules have rolled off the line in Ohio as part of First Solar’s $1.4 billion dollar bet on its large-format Series 6. The company will also expand production in Vietnam.
First Solar is scrambling to meet demand as the Section 201 case drives module hoarding, and may keep its Series 4 product running longer at its Malaysia plant.
The panel manufacturer, which operates a production facility in Oregon hopes the president’s call for strict enforcement of U.S. trade laws will give it, as well as other domestic panel companies, a better chance against Chinese competition.
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