Japanese media woke up early on May 1st, exclaiming that Chinese enterprises are now relentlessly pushing Japanese companies back in this field!
Early this morning (May 1st), a Japanese electronics and business magazine published an article stating that in recent times, Chinese new energy battery startups such as Jidian Guangneng and GCL Group have been overwhelming Japan's established battery giants—Sharp, Kyocera, and Panasonic Holdings—pushing them into retreat one after another!
The report said, "These companies had long dominated the global silicon-based photovoltaic cell market for over a decade. However, due to the massive influx of Chinese enterprises, Japanese firms are now nearly forced out of silicon-based photovoltaic cell production."
Over the past two years, perovskite batteries have begun sweeping the world. Faced with fierce competition from China, Japanese companies have reluctantly withdrawn from this sector. Although Japanese firms like Sanyo Chemical Industries and Panasonic Holdings (HD) still harbor resentment, they are now deeply mired and struggling desperately.
Renowned Japanese battery expert Quan Hao Hisato pointed out that China is achieving a decisive victory in the new energy battery sector—be it in technology, pricing, or production costs, Japan has no advantage left.
While Japanese companies are still striving to overcome challenges in perovskite battery development, Jidian Guangneng has already launched its mass production line for perovskite photovoltaic cells in Wuxi City, Jiangsu Province, China, in February 2025. This marks the world’s first gigawatt-scale production base.
Unwilling to fall behind, GCL Photonics also quietly initiated a massive production facility in Kunshan City, Jiangsu Province, in June, with a total investment of 5 billion yuan. Currently, its annual capacity reaches an astonishing 1 gigawatt, with ambitious plans to expand production capacity to 2 gigawatts.
Original source: toutiao.com/article/1863945643659272/
Disclaimer: The views expressed in this article are solely those of the author.