『Abstract
China is the largest solar photovoltaic cell producer in the
world, with more than one third of worldwide production in 2008,
exporting more than 95 percent of what it produces. The purpose
of this paper is to understand the drivers of this success and
its limits, with a particular emphasis on the role of technology
transfers and innovation. Our analysis combines a review if international
patent data at a detailed technology level with field interviews
of ten Chinese PV companies. We show that Chinese producers have
acquired the technologies and skills necessary to produce PV products
through two main channels: the purchasing of manufacturing equipment
in a competitive international market and the recruitment of skilled
executives from the Chinese diaspora who built pioneer PV firms.
The success of these firms in their market is, however, not reflected
in their performance in terms of innovation. Rather, patent data
highlight a policy-driven effort to catch up in critical technological
areas.
Keywords: Technology transfer; China; Solar photovoltaic
1. Introduction
2. The global PV industry
2.1. The demand
2.2. The supply
3. Technology transfers to China
3.1. The markets for manufacturing equipment
3.2. Labour mobility
3.3. Foreign direct investment
3.4. Licensing
4. Chinese innovation
4.1. A study of PV patents
4.2. Innovation in cells and modules
4.3. Innovation in silicon production, ingot and wafer manufacturing
5. Concluding remarks
Acknowledgements
Appendix 1
Appendix 2. Methodology: the patent as an indicator of the innovation
and technology transfer
Limits of the indicator
Database used
References