SEG Solar CEO Jim Wood reveals plans for US-based heterojunction module production, a strategic move amidst global trade tensions and IP concerns. Wood discusses the company's technology roadmap, focusing on heterojunction (HJT) technology, and its reasons for choosing HJT over TOPCon due to IP issues and policy considerations. The CEO highlights the challenges of sourcing HJT equipment from China and the potential for European alternatives, emphasizing the importance of policy support beyond 2030 for viable US-based ingot and wafer manufacturing.
Wood's insights shed light on the company's strategic decisions, including the use of Indonesian and Philippine facilities to navigate trade tariffs and the learning curve associated with HJT production. He also addresses the cost implications of HJT technology, particularly in the US market, and its potential to bridge the gap between PERC and n-type technology. SEG Solar's early adoption of HJT capacity in the US positions it as a key player in the evolving solar supply chain, with implications for the broader industry.
The article concludes by emphasizing the importance of policy support and the dynamic nature of the solar industry, where technology choices and supply chain strategies are subject to constant evolution. Wood's commentary underscores the need for a comprehensive approach to policy and technology development, ensuring the industry's resilience and competitiveness in a rapidly changing global landscape.
