Current State of Affairs EU PV Manufacturing
Marc Rechter a
a H.M. Rechter, Achteromstraat, 11, Weesp, Netherlands
Invited Speaker, Marc Rechter, presentation 223
Publication date: 6th February 2024

Mind the Gap: what is still lacking? How can we break through the impasse we have faced in Europe to get our PV manufacturing going? Do we need an EU IRA, or can we design a better deal for Europe? How much time do we have?

 

Know your oranges and apples in the EU PV landscape. PV modules are not PV modules, and PV cells are not PV cells. Although often referred to as a commodity, PV is increasingly a high-tech product with manufacturing processes similar to those of the semiconductor sector. This is reflected in the new generation of cell technologies as well as their respective pricing. The narrative on building a PV manufacturing industry in Europe should be precise to avoid a wrong perception about the opportunity and competitiveness of European PV manufacturing.

 

What Next to Build a Resilient EU PV Industry? With the right speed of implementation and focused measures, Europe still has a good chance of building a globally competitive PV industry. Whether we achieve it is up to all of us.

 

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