With module suppliers currently seeking to hit annual shipment volume guidance for 2020, and many announcing ambitious expansion plans for 2021 and beyond, the sector is seeing a shift now in terms of module supply to global utility-scale sites.
The PV industry is still somewhat fixated by module shipment numbers, and not company financial health. This year in particular, there has been a much greater reliance on arms-length business arrangements with peer-based companies through the value-chain, rather than the traditional goal of owning as much of the production in-house within company-run factories.
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