I have followed ๐ฝ๐ฒ๐ฟ๐ผ๐๐๐ธ๐ถ๐๐ฒ several times in recent months because the signals around the technology were accumulating.
๐๐ต๐ถ๐ป๐ฎ’๐ ๐ป๐ฒ๐ ๐ฎ๐ฌ๐ฎ๐ฒ–๐ฎ๐ฌ๐ฏ๐ฌ ๐ถ๐ป๐ฑ๐๐๐๐ฟ๐ถ๐ฎ๐น ๐ฝ๐น๐ฎ๐ป ๐ฐ๐ต๐ฎ๐ป๐ด๐ฒ๐ ๐๐ต๐ฒ ๐๐ฒ๐ถ๐ด๐ต๐ ๐ผ๐ณ ๐๐ต๐ผ๐๐ฒ ๐๐ถ๐ด๐ป๐ฎ๐น๐.
๐ฃ๐ฒ๐ฟ๐ผ๐๐๐ธ๐ถ๐๐ฒ tandem cells are now explicitly included among the technologies China intends to develop and commercialise.
This does not mean that the remaining questions around stability, lifetime, manufacturing yield and cost have disappeared.
➡️ But it does mean something important.
➡️ Perovskite is becoming difficult to consider simply as an experimental alternative.
It is gaining enough industrial credibility to justify investment in manufacturing capacity, materials, equipment and scale-up.
➡️ And here China’s role matters.
China accounts for around 80% of global PV module production and has an even stronger position in several upstream stages of the supply chain.
When an industrial system of this size gives strategic priority to a technology, it brings critical mass.
That critical mass can accelerate manufacturing learning, equipment development and cost reduction, while shortening the distance between pilot production and industrial scale.
But I think the implication goes further.
In a market where manufacturing capacity is so concentrated, this level of commitment can influence not only the speed of development, but also the technological direction the market eventually takes.
This is why I see the Chinese decision as more than another positive signal for perovskite.
➡️ Perovskite has not become the next PV standard.
But it is increasingly difficult to treat it simply as a technology under experimentation.
China’s industrial weight may now accelerate the transition from technological credibility to real market relevance.
