Norman Alexander
Penultimate Amazing
They are. In huge quantities. At least, Google AI seems to think so.TGZ is talking about Chinese solar gigafarms covering tens (and potentially thousands) of acres of desert wilderness. If rooftop solar is so awesome, why isn't China just putting solar on roofs? Rooves?
China is experiencing an unprecedented boom in rooftop solar, installing a record 36 gigawatts (GW) in the first quarter of 2025, driven by policies promoting self-consumption to manage grid congestion. These installations, heavily featuring affordable Chinese-manufactured panels, are being deployed on residential, commercial, and industrial, and factory rooftops to meet sustainability targets.
Key Trends and Information
- Massive Adoption: The first quarter of 2025 saw a record 36 GW of new rooftop capacity, following a strong, state-supported push for "distributed" solar.
- Policy Drivers: New guidelines, effective May 2025, encourage "self-consumption" (using the power on-site) and restrict large-scale projects (over 6 MW) from selling excess power directly to the grid to stabilize grid congestion.
- Factory/Industrial Focus: In regions like Guangdong, regulations require 50% of new factory rooftops to be covered by solar by 2025, reaching full coverage by 2030.
- Technological Innovation: Beyond traditional panels, China is adopting BIPV (Building-Integrated Photovoltaics) and lightweight, flexible panels (e.g., eArc) that can be glued onto surfaces.
- Cost and Impact: The rapid industrial expansion of Chinese companies has driven the global cost of panels down, with prices dropping from over $8 per watt to under $0.50 per watt in roughly a decade.
- Supply Chain Concerns: While affordable, some Chinese panels have faced scrutiny regarding the use of forced labor in the Xinjiang region, resulting in import restrictions in some countries.