TREE NEWS update: Aiko Solar said in an Oct. 21 filing that it plans to convert its existing PERC cell capacity at its Tianjin base into 6GW of ABC cell capacity, with total investment estimated at 1.15 billion yuan. The project covers process upgrades to reusable equipment and purchases of new tools required by the BC process. The company said it will reuse as much of the existing line as possible.
Aiko Solar to invest 1.15 billion yuan upgrading Tianjin PERC line to 6GW ABC cells
AI take
Aiko's move to convert PERC capacity to ABC cells signals a strategic pivot toward its proprietary BC platform, prioritizing technology differentiation over legacy product lines. This affects equipment suppliers and competitors in the BC ecosystem, as the emphasis on reusing existing tools may constrain new equipment demand. The open question is whether this upgrade achieves cost-effective scale without disrupting output, and how it influences Aiko's positioning in the advanced cell market.
Generated by AI for reference only.
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