At the 2023 annual meeting of the photovoltaic industry , Yana Hryshko, head of the global photovoltaic supply chain at Wood Mackenzie, said in his "Development and Investment Opportunities of the U.S. Photovoltaic Manufacturing Industry". In the next three years , the production capacity of domestic components in the United States may double, and by the end of 2023, the production capacity of operating components in the United States will reach 12.5 GW , accounting for 39% of local demand. If the factories currently under construction come online on schedule and operate at full capacity, the local manufacturing industry in the United States will be able to meet local demand in 2024. In the first half of
2023, the United States imported 24.6GW of components , 94.7% of which came from the Asia-Pacific region .
In order to overcome the heavy dependence on the supply of foreign photovoltaic products, the U.S. government has adopted import restriction policies and domestic manufacturing incentives.
Policy restrictions have led to increased import costs of components in the U.S. market, and components produced in some regions can not even enter the U.S. market. However, import restrictions have not achieved the desired effect of increasing the photovoltaic manufacturing industry in the United States.
At the same time, U.S. government policy support makes American-made components competitive, and U.S. manufacturers can grow during the incentive period, but they need to reduce costs over the next 10 years to remain competitive after the incentive period is over.
At the same time, she also pointed out that foreign manufacturers will face multiple challenges when transferring photovoltaic module production to the United States, and various factors will determine whether a company succeeds in building domestic manufacturing capacity. Uch as manufacturing experience , supply of upstream components and equipment, employment of labor, The support of financing or capital, and the uncertainty of policy.
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