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Complete Solar Panel Value Chain Explained 

Yadnya Investment Academy
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Are you curious about how solar energy systems work, from the moment the sun's rays hit the solar panels to the electricity that powers your home? In this video, we dive deep into the Solar PV (Photovoltaic) Value Chain, breaking down each step of the process with clarity and detail.
00:00 Start
02:05 Global Investment in renewable energy by Sector
03:21 Snapshot of Global Solar PV Markets
05:13 Types of Solar Panels
07:31 Global Solar PV Value Chain
10:22 Where is the maximum value?
13:08 Solar PV Value Chain Snapshot
15:28 Global Solar PV Module Production
16:32 China significantly dominates every solar PV supply chain segment
19:30 Global Companies across the Value Chain
20:47 Top players across the value chain
21:32 Longi (The Apple of Solar Value Chain)
22:32 Lead times for solar PV manufacturing investment
23:39 Cost & Investment for the PV Supply Chain
25:18 Solar PV module production by technology
25:46 Polysilicon price
26:19 Recyclability of Solar Modules ?
26:58 Indian Solar PV Value Chain
28:37 Current Status and Outlook
29:37 Presence of Indian Players in the Supply Chain
31:14 Polysilicon Manufacturing in India
32:19 Ingots/Wafers
33:18 Current Solar Cell Manufacturing Capacity in India
34:35 Current Solar Module Manufacturing Capacity
35:51 Solar Modules Export from India
36:32 Geopolitics of Solar PV
37:37 Recent Industry Updates
40:08 Challenges and Outlook
41:52 Conclusion
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DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014:
Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
2. Neither Research Analyst nor the entity nor its associates or relatives have actual / beneficial ownership of one per cent or more securities of the subject Company, at the end of the month immediately preceding the date of publication of the research report or date of public appearance;
3. Neither Research Analyst nor the entity nor its associates or his relatives have any other material conflict of interest at the time of publication of the research report or at the time of public appearance.
Disclosure with regard to receipt of Compensation
1. The Research Entity and its associates have not received compensation from the subject company in the past twelve months.
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19 июн 2024

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Комментарии : 44   
@InvestYadnya
@InvestYadnya 7 месяцев назад
AI generated summary: I. Understanding the value chain of solar panels - Discussion and analysis of the solar panel sector - Focus on India's current status, players, challenges, and regulations II. Solar energy as a promising energy resource - Global capacity of 1185 GW, with India contributing 79 GW - Mention of the most efficient type of solar panel, the Mono crystalline III. Solar cell value chain - Components: installation, operation, maintenance, buying/selling of end power - Role of EPC projects and solar plant developers IV. Issues in solar panel value chain - High competition leading to low margins in EPC projects - Most value being with solar cell manufacturers V. Dominance of China in solar panel value chain - Demand and production majority of solar cells, wafers, and polysilicon - Dominance of Chinese companies in solar panel manufacturing VI. Setting up a solar panel value chain - Requirement of high investment and an integrated plant - Details on the production costs VII. Future prospects of India's solar panel production - Potential increase in production capacity over the next three years - Anticipated increase in polysilicon, inotes, wafer, cell, and module production VIII. Market dynamics and opportunities - Expected price reduction due to increased demand for solar panels - Possibilities for India to improve efficiency and compete with China's dominance IX. Improvement in India's solar module manufacturing - Role of key players like Wadi, Adhani Solar, Vikram Solar, Goldie, etc. - Expected increase in production capacity and exports X. Challenges in solar panel value chain - Dependence on imports and negative consumer perception of Indian quality - Scarcity of skilled manpower and high-tech machinery XI. Role of EPC Companies - Reference to Wright Sterling and Wilson's positioning within the solar panel industry - Their focus on growth and assessment criteria for success in the sector
@dhaananjay
@dhaananjay 6 дней назад
Wonderful data explain its use full for investment but more use full for new business who think on solar
@chandreshpandya9626
@chandreshpandya9626 22 дня назад
Nicely explained
@RoGamer-je1bx
@RoGamer-je1bx 15 дней назад
Good sir
@lovishgoyal2814
@lovishgoyal2814 Месяц назад
Thankyou sir
@chahatchaudhari1432
@chahatchaudhari1432 7 месяцев назад
These type of value chains video are priceless... Thanks
@charishashyamsukha8809
@charishashyamsukha8809 4 месяца назад
Superb!!! Thanks a million!
@gautamhalder5929
@gautamhalder5929 7 месяцев назад
I am highly impressed by your presentation. Thank a lot sir. That reason i love youtube because its impossible to get this kind of information for a common man.
@jiteshtulaskar2519
@jiteshtulaskar2519 8 месяцев назад
Very insightful
@prasantsahoo2394
@prasantsahoo2394 2 месяца назад
Thanks for detailed analysis
@krishnendurakshit6946
@krishnendurakshit6946 7 месяцев назад
super efforts by you, very good initiatives, it is essential for all to get atleast fair ideas of solar which you have done. Thank you.
@gouthampai5055
@gouthampai5055 7 месяцев назад
Thank you gaurav sir
@adityasah8231
@adityasah8231 7 месяцев назад
Awesome 👍 sir. .🙏thanks for valuable knowledgeble session 🙏
@brijeshbisht1315
@brijeshbisht1315 7 месяцев назад
Thank you for the info sir
@jitendrakumarchoudhary4702
@jitendrakumarchoudhary4702 7 месяцев назад
Very informative sir Appreciable 🌹
@amitkauri8558
@amitkauri8558 7 месяцев назад
Well explained the Solar PV space 🎉
@dhirendraswami9688
@dhirendraswami9688 8 месяцев назад
Nicely explained. Wide coverage
@muktisamal8154
@muktisamal8154 7 месяцев назад
very well presented..
@ramvirindoliya5475
@ramvirindoliya5475 7 месяцев назад
excellent video
@DeepakKumar-oo9lv
@DeepakKumar-oo9lv 7 месяцев назад
Appreciate 👍
@Shami_Germany
@Shami_Germany 4 месяца назад
Learn something good today ! thanks a lot Yadnya ! Can we expect the value chain of Wind Energy !
@prashantsinghyadav5827
@prashantsinghyadav5827 7 месяцев назад
commendable job sir
@lobhasg
@lobhasg 7 месяцев назад
Nice Explanation Pls make video on BESS value chain
@munishgupta7262
@munishgupta7262 7 месяцев назад
Great
@pavanvishwakarma4460
@pavanvishwakarma4460 5 месяцев назад
Pls make next video ❤❤ like same
@naveenvaluepick4849
@naveenvaluepick4849 7 месяцев назад
Good One
@bibhutiudgata590
@bibhutiudgata590 7 месяцев назад
Excellent video with wide coverage. But one point not covered: the availability & supply of source raw material i. e. Silicon. Please elaborate on how & where silicon is available.
@priyanshuaryan5405
@priyanshuaryan5405 7 месяцев назад
You are best 💖
@sairajambekar9149
@sairajambekar9149 7 месяцев назад
👍 nice
@pramodtsrinivasula6283
@pramodtsrinivasula6283 3 месяца назад
Wonderful video as always. With a lot of excitement around Green hydrogen nowadays, can you explain the value chain of this sector, concerning the market for domestic production of Green hydrogen?
@Livingstone51
@Livingstone51 7 месяцев назад
Bahut Accha presentation, polysilicon/ingot production safest investment rahe gaya aur upside integration ka bhi fayda hai, module aur cell k China pe depend bahut dangerous hai kisi bhi din band kardega sab company's band. Abhi west aur china ka panga badega aur kabhi bhi sanction lage ga sab khatam
@user-eq2cr2vp4c
@user-eq2cr2vp4c 28 дней назад
Can we get the updated nos as this gs have changed a lot in last few months
@Anythin22everythin
@Anythin22everythin 7 месяцев назад
Borosil renewable????
@Spiritualsoul43
@Spiritualsoul43 4 месяца назад
Please make more videos on different sector
@alokverma1792
@alokverma1792 7 месяцев назад
Chemical Sector, Consumption please
@hussainhussain-kz9hz
@hussainhussain-kz9hz 7 месяцев назад
Shukra huzur ❤
@krishpod
@krishpod 7 месяцев назад
Can we have ENGLISH video too, please?
@Iamreal11xingping
@Iamreal11xingping 7 месяцев назад
The manufacturing till ingot disc is applicable semiconductor chip industry and hence China is using it across and playing at very high scale. Hence chip war will make overall cost down
@InvestYadnya
@InvestYadnya 8 месяцев назад
🎯 Key Takeaways for quick navigation (AI Generated): 00:00 🌞 Introduction to Solar Value Chain - Overview of the video and its focus on the solar value chain. 01:59 💡 Importance of Solar Energy - Solar energy's significance, particularly in terms of investments and its potential to replace traditional energy sources. - Investment trends in renewable energy, with a focus on solar power. 04:41 🌍 Global Solar Capacity - An overview of global solar power capacity and major contributors. - China's significant role in the global solar industry. 06:31 🧪 Solar Panel Technologies - Explanation of different solar panel technologies, including monocrystalline, polycrystalline, thin film, and concentrated photovoltaic cells. 08:50 ⚙️ Solar PV Value Chain Process - Detailed breakdown of the solar photovoltaic (PV) value chain, from polysilicon to solar module. - Explanation of each step in the value chain. 10:35 💰 Profitability in the Solar Value Chain - Discussion of where the most value and profit are generated in the solar value chain. - Emphasis on the significance of solar cell manufacturing and innovation. 15:55 🌐 Solar PV Global Supply Chain - Analysis of the global supply chain for solar PV components, with a focus on China's dominant role. - Changes in demand for solar cells from different regions over the years. 19:48 🏢 Companies in the Solar Value Chain - Overview of companies involved in various stages of the solar value chain. - Notable companies in polysilicon, ingots, wafers, cells, and modules. 22:34 ⏳ Lead Times and Investment Costs - Information on the time and investment required to set up solar PV manufacturing facilities. - Cost variations in different countries and for different components. 24:45 💡 Solar Industry in India - A focus on the solar industry's development in India, including key players and investment costs. - India's efforts to compete in the global solar value chain. 25:15 🌞 Types of Solar Panels - Monocrystalline silicon is now the most commonly used type of solar panel. - Multicrystalline technology is becoming obsolete due to lower efficiency. - Thin-film panels are used for flexible applications, and their usage has increased. 25:42 🔆 Impact of Polysilicon Prices - Polysilicon prices have decreased from January 2021 to January 2023. - Reduction in silicon prices results in more affordable solar panels and cheaper electricity. 26:07 🔄 Importance of Solar Panel Recyclability - Proper recycling of solar panels is crucial to prevent environmental waste. - The absence of large recycling companies in India highlights the need for future developments in recycling. 27:07 India's Solar Industry Status in 2023 - India has no polysilicon production capacity in 2023. - The capacity for wafer to cell production is 6.6 gigawatts, and module production capacity is 38 gigawatts. - The government is focusing on the solar industry with various PLI (Production-Linked Incentive) schemes. 28:32 💹 Expected Growth in Solar Industry - Expected growth in solar capacity in the next 3 years: - Major players investing in the solar industry include Reliance, Adani, Jindal, First Solar, Coal India, and L&T. 29:58 🏭 Indian Players and Future Expansion - Major Indian players in solar manufacturing include Reliance, Adani, Jindal, and First Solar. - Companies like Tata Power Solar, Renew Power, and Vikram Solar are focusing on specific aspects of the solar supply chain. - Various players have plans to expand their capacities in the coming years. 31:54 🌐 Geopolitical and Policy Factors - Geopolitical factors are playing a role in solar energy development and manufacturing. - India has implemented safeguards and incentives like PLI schemes to promote domestic solar manufacturing. - The solar industry is growing and aiming for self-sufficiency. 35:17 🌍 Solar Module Exports - India is looking to export solar modules, aiming to become a key player in the "China Plus One" strategy. - Exports have begun to increase, with $140 million worth of solar modules exported to the US in November 2022. 38:06 🤝 Import Dependence and Quality - India still relies heavily on solar module imports (80-85%). - Domestic consumers have concerns about the quality of Indian-made products, especially from small companies. - A skilled workforce is lacking in India for high-precision solar manufacturing. 41:45 💼 Challenges and Future Prospects - Challenges include import dependence, quality perception, and skilled manpower shortages. - Integrated companies like Adani and Reliance aim to reduce dependence on imports. - India has ambitious goals for self-sufficiency in solar manufacturing within the next few years.
@anirbanghosh5066
@anirbanghosh5066 7 месяцев назад
Insolation energy 🙏🙏
@lnnagaraj9499
@lnnagaraj9499 7 месяцев назад
If India takes up mfg sufficient quantity of polysilicon; India can become an energy-sufficient country and also export the solar panels.
@subodhmalo7066
@subodhmalo7066 7 месяцев назад
Borosil renewal energy Wale like kare
@7100sophia
@7100sophia 2 месяца назад
What language is he speaking..?
@trozanhorse7532
@trozanhorse7532 2 месяца назад
Mondrian
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