Blogs

In Q1 2026, China’s PV and energy storage exports to the Middle East saw explosive growth, dominated by long-term orders, making the region China’s second-largest PV export market. Driven by local energy transition policies, rising power demand and energy security needs, Chinese firms have shifted from equipment sales to deep participation in local energy systems. Yet challenges such as harsh environment, localization rules and geopolitical risks exist, marking China’s PV global expansion from scale competition to capability competition. Read More

In March 2026, two mandatory Chinese national standards for PV modules were opened for public comment to end the industry’s involution. Faced with widespread quality issues—including false power ratings and corner-cutting—caused by price wars, the new rules strictly limit power tolerance, strengthen safety requirements, and set a 6–12 month transition period. They will eliminate substandard capacity and force a shift from price to quality and technology competition, driving high-quality industry development. Read More

March 2026 sees the photovoltaic industry in a deep downturn. Silicon material and wafer prices continue to fall, with some products dropping below cash costs, creating a vicious cycle of price declines and sluggish demand. The core problems are severe overcapacity and high inventory levels. Although upstream operating rates have dropped to 35.5%, production cuts have not stabilized prices. Both domestic and overseas demand remain weak. To meet the April 1st export tax rebate deadline, the industry chain has increased production temporarily, but this has not boosted terminal demand. The spread of reverse OEM models hides real supply-demand contradictions, and intense industry competition makes capacity reduction challenging. The sector is undergoing significant restructuring. Read More

SpaceX unveiled its 100kW space AI computing power satellite on March 22, 2026. With plans to deploy millions of such satellites, it will drive a surging demand for high-performance photovoltaic modules. Traditional gallium arsenide cells face constraints in cost and capacity, making P-type heterojunction (HJT) cells the optimal short-to-medium term solution due to their ultra-thin mass production, radiation resistance, and lower cost. China leads globally in HJT-related equipment, ultra-thin wafers, and aerospace-grade packaging materials. As SpaceX scales up, China's industrial chain is poised to dominate space photovoltaics, with tens of billions of yuan in equipment purchases and ongoing industrial orders. Read More

This article focuses on the photovoltaic junction box, a critical yet often overlooked component in PV modules. It elaborates on the box's dual role of current transmission and module protection, particularly its function in mitigating the hot spot effect via bypass diodes. The text emphasizes the superiority of Schottky diodes for their low power loss and fast switching. It outlines rigorous reliability verification processes ensuring long-term (25-year) stability. Looking ahead, the industry trends point to high-power, highly weather-resistant designs, advancements in wide bandgap semiconductors (like SiC), and the evolution toward intelligent interconnection with real-time monitoring capabilities. Finally, it highlights Sanders Microelectronics' (SMC) high-performance power semiconductor products as key enablers for next-generation PV junction box solutions. Read More

OpenClaw ("Lobster"), an open-source AI agent with autonomous decision-making and execution capabilities, has extended its influence to the PV industry under the "computing-power synergy" national strategy. This article notes that AI-driven explosive computing power demand challenges the power grid, elaborates on three core opportunities it brings to the PV industry, and discusses practical implementation challenges, concluding that the PV industry needs industrial chain collaboration to seize growth dividends. Read More