Solar Industry Update slide image

Solar Industry Update

Installations (GWdc) 40 35 450 25 20 15 10 International H1 2023 Installations H2 H1 ↑ 106 GW ...] 2022 2023 2022 Germany China 74 GW 510 GW 2023 95 GW • • H1 2023 PV installations increased significantly (y/y) in China (153%) and Germany (102%), and to a lesser extent the United States (34%). Australian and Indian PV installations shrank modestly in H1 2023, y/y. - - Bloomberg NEF estimates Chinese 2023 PV installations to be around 200 GW, far exceeding last year's record of 106 GW.* JMK Research expects India to install 14- 15 GW in 2023 (compared to 17-18 GW in 2022), and estimates the country had a solar pipeline of 47 GW at the end of June. At the end of June, these countries had cumulatively installed 839 GWdc of PV. 5 0 2022 2023 2022 2023 2022 2023 U.S. 153 GW India 70 GW Australia 32 GW Cumulative Capacity *China reported 87 GW of PV installations in 2022 and 78 GW in the first half of 2023; however, these numbers reflect a combination of utility-scale projects reported in Wac and distributed PV reported in Wdc. IEA estimated Chinese 2022 installations to be 106 GW. Chinese values here reflect the same 2022 ILR. Sources: Australian Photovoltaic Institute. Mercom (07/31/23, 08/28/23). PV Magazine (06/13/23; 08/28/23); Wood Mackenzie/SEIA: U.S. Solar Market Insight: Q2 2023. NREL 5
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