As per senior Adani Solar officials, the Adani Group plans to build the world's largest renewable energy manufacturing hub in Mundra, Gujarat, which will house production units for almost everything that goes into green energy generation facilities, including polysilicon, ingots, wafers, cells, solar modules, and even wind turbines.
Furthermore, the group intends to manufacture all of the ancillaries required in the production of the aforementioned items at the same location, Mundra. Glass, ethylene vinyl acetate (EVA) films, backsheet, and aluminium frames are among the ancillaries for which the company is establishing manufacturing units.
“It is going to be the world's first and only vertically, and if I may use the word, horizontally integrated ecosystem for solar manufacturing. Besides, our sister company Adani Wind is also going to expand its wind turbine manufacturing capacity from the current 1.5 GW to 5 GW at Mundra itself. Even China does not have manufacturing of all the ancillaries and the fully integrated ecosystem at one place,” Rahul Bhutiani, head of sales and marketing, Adani Solar, told Moneycontrol.
China may have large solar manufacturing capacities of 20-40 GW or more under one company, but that manufacturing unit, despite its size, is focused on only one piece of the supply chain. For example, if a company manufactures wafers in China, it will only produce 100 GW of wafers. Another company might do 50 GW of polysilicon alone, while a third company might do 50 GW of cell manufacturing. China has manufacturing scale, but it lacks an integrated ecosystem co-located geographically under a single company.