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Solar industry: Why a comeback will only succeed with China

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Published: July 31st, 2024,
Last updated: May 28th, 2025

Waferherstellung bei JA Solar in Baotou, Innere Mongolei
Wafer production at the photovoltaic giant JA Solar in Baotou, Inner Mongolia
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More than a decade ago, the then-world-leading German solar manufacturers collapsed as Chinese companies entered global markets, coinciding with Berlin ceasing support for the sector. Since then, China has dominated the global photovoltaic market, holding a 90 percent market share in solar installations, with even higher shares in some components. Now, some European solar companies are considering forming joint ventures in Europe with their Chinese suppliers.

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ECFR Rohstoffe EU Solar Photovoltaics Energy transition