Recording of Tuesday, May 06, 2025 | The smarter E Europe Conferences 2025 | Conference Program | Language: English | Duration: 14:58 .

Solar Technology Market Faces Quality Concerns and Anticipates Shift Towards Tandem Technologies by 2030s.

The transcript discusses the challenges and advancements in solar technology, focusing on quality concerns arising from overproduction by 2025. Tristan from a module testing lab highlighted that modules are breaking at alarming rates due to this issue. The discussion emphasizes the importance of careful procurement decisions based on understanding product specifications to avoid low-quality purchases. By 2026, manufacturers are expected to adopt more conservative production strategies, potentially stabilizing prices. A key focus is on comparing different solar technologies: TopCon, Heterojunction (HJT), and BackContact. While TopCon currently dominates manufacturing capacity due to lower costs compared with HJT's higher expenses despite similar efficiencies, BackContact shows superior efficiency gains but remains niche because not all its variants achieve cost parity with TopCon. Looking forward into the next decade, tandem technologies like perovskite silicon tandems are anticipated to drive further industry evolution towards even higher efficiencies. Despite limited market share today for heterojunctions alone or as part of tandems paired with perovskites could play significant roles across various applications including residential settings where space constraints exist.

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Speaker

Molly Morgan
Senior Research Analyst
Exawatt
United Kingdom

Talk of session: Major European Markets: What's Needed to Create the Next Solar Momentum in Europe

Across the EU, solar power surpassed coal in electricity generation for the first time last year. At the same time, however, solar growth has slowed significantly since the energy crisis, with five of the top ten markets installing less than the year before, and the overall expansion rate dropping to single digits. With increasing policy uncertainty in many countries, the success of solar in the EU depends on a strong vision of the new leadership in Brussels to create a stable, investment-friendly environment that ensures long-term momentum. This session will provide: Market projections for EU solar growth and key trends Supply, demand and price analysis Insights from major national solar associations on market opportunities and barriers Discussion on how to reignite growth and meet EU targets

Further Talks of this session:

Welcome & Introduction

Speaker

Josefin Berg
Associate Director
S&P Global

To Talk

European 5-Year Solar Market Outlook

Speaker

Vegard Vollset
Head of Renewables & Power - EMEA
Rystad Energy
Norway

To Talk

How to Navigate the New Era of Solar Distributed DG

Speaker

Miguel Lopes
Senior Asset Leader
McKinsey & Company
United States of America

Recording of presentation not authorized for publication.

Panel Discussion

Speaker

To Talk