Source: pv magazine Global
European manufacturers are scaling to achieve cost parity with Asian competitors. Analysis shows the optimal capacity band falls between 1-3 GW annually—large enough to justify automation investment but small enough for regional markets to absorb. Europe cannot match China's 500+ GW annual capacity, so it is optimizing for supply security, faster iteration, and specialized segments rather than commodity volume. Fragmented, sub-GW facilities will struggle in the coming consolidation.