India Reaches 100GW of Solar Module Manufacturing Capacity
India has crossed a symbolic threshold in its clean energy ambitions, with approved solar module manufacturing capacity now at 100GW—a staggering leap from just 2.3GW in 2014. The announcement underscores the success of government incentives such as the Production Linked Incentive (PLI) scheme, which has channelled billions into building a domestic supply chain.
The milestone is as much geopolitical as industrial. For years, India was almost entirely dependent on Chinese modules, leaving developers exposed to supply shocks and price swings. The emergence of domestic capacity now promises a measure of independence, even as Chinese firms still dominate global polysilicon and wafer production.
Industry executives caution, however, that approved capacity does not equate to operational ca...