Solar Manufacturing in Europe: Progress, Setbacks & Outlook

Wednesday, May 07, 2025

Time
02:30 pm - 04:00 pm
Hall
ICM München
Room
Room 14 A

Amid rising geopolitical tensions, Europe's dependence on imported solar products continues to grow. While the European solar market is growing, domestic manufacturers across the entire value chain are struggling, losing market share, shutting down facilities, or exiting the sector due to declining profitability. So far, support from Brussels and national governments has been insufficient and too slow to create the conditions needed for a revival of European solar manufacturing. Now, hopes are pinned on the Net Zero Industry Act (NZIA), which aims to boost local production through domestic content requirements in auctions and public procurement.


This session will provide:

  • Update on the European solar manufacturing landscape across the value chain
  • Cost-competitiveness analysis of European solar manufacturers
  • Insights into policy support, investment opportunities, and start-up potential for European PV manufacturing
  • High-level panel discussion on the future of solar manufacturing in Europe

02:30 pm - 02:35 pmWelcome & Introduction

Dries Acke

Deputy CEO

SolarPower Europe

02:35 pm - 02:50 pmPolicy Frameworks for PV Manufacturing in Europe

Dries Acke

Deputy CEO

SolarPower Europe

02:50 pm - 03:05 pmGlobal Supply, Demand and Price Developments Impacting Solar Manufacturing in Europe

Alan Tu

Solar Analyst

InfoLink Consulting Co,. Ltd.

03:05 pm - 03:20 pmCost Comparison Wafer-To-Module Manufacturing Cost in Europe and Abroad

Prof. Dr. Peter Fath

CEO

RCT Solutions GmbH

03:20 pm - 04:00 pmPanel Discussion

Jennifer Karle

Policy Officer

DG GROW, European Commission

Ing. Stefano Lorenzi

CEO

3SUN Enel Green Power

Prof. Dr. Peter Fath

CEO

RCT Solutions GmbH

Katharina Eickelberg

Senior Vice President Global Communication & Sustainability

SMA Solar Technology AG

Katharina David

Co-CEO

K2 Systems GmbH

The World’s Leading Exhibition for the Solar Industry
Learn more
Speakers
Speaker
Alan Tu, InfoLink Consulting Co,. Ltd.

Solar Analyst

China

Alan Tu is a solar analyst at InfoLink Consulting, specializing in PV supply chain research and market intelligence. With over four years of experience analyzing market trends, price dynamics, and industry developments, he delivers in-depth insights to help businesses navigate the evolving solar landscape.

Speaker
Katharina David, K2 Systems GmbH

Co-CEO

Germany

-

Speaker
Dries Acke, SolarPower Europe

Deputy CEO

Belgium

Dries is SolarPower Europe's Deputy CEO and is responsible for the policy work of the association. He joined SolarPower Europe from the European Climate Foundation, where he was director of the energy programme for over a decade. Previously, he worked at Apple Inc., in the EMEA public affairs department. Dries holds a master's degree in contemporary history from the Catholic University of Brussels and Leuven, Belgium, and a post-graduate degree in international relations from the Karl-Rüprecht University in Heidelberg, Germany.

Speaker
Prof. Dr. Peter Fath, RCT Solutions GmbH

CEO

Germany

Prof. Dr. Peter Fath is a worldwide known renewable energy visionary. Starting from the early days of renewable and solar industry, he took the lead on the green energy transition with groundbreaking establishments, semi-conductor developments and integrated solar manufacturing facilities from polysilicon production to the end product - solar modules. Currently, he is the CEO of RCT Solutions GmbH - which works closely with investors, governments, and factories globally to establish solar manufacturing facilities by providing extensive owner's engineering services. He is also the Chairman of the Solar Equipment Machine Maker Group at the German Engineering Federation - VDMA (Verbandes Deutsche Maschinenbau Anlagen). Dr. Fath has held senior positions with multiple leading equipment managers, including Rena GmbH and centrotherm, and actively holds lectures on the topic of manufacturing technology in the photovoltaic industry at leading institutes including the University of Stuttgart and University of Applied Science, Ravensburg. He is also founder and director of solar research center ISC Konstanz, executive board member of European Solar Manufacturing Council - ESMC, one of the founding signatories of the The European Solar PV Industry Alliance. As a pioneer in the sector, he and his team shaped the solar industry, executing vertical and horizontal solar manufacturing facilities around the globe and helping the world to reach zero emissions targets. Dr Peter Fath has more than 200 publications, 15 patents, is board member of the world's most well-known associations such as the German Machine Maker Association, ISC International Solar Research Institute, and the European Solar Manufacturing Council. He is one oft he founding members of the European Solar PV Industry Alliance commissioned by European Union. Dr Peter Fath holds a PhD in Semiconductor Physics from the University of Konstanz. He studied Chemistry and Physics at the University of Heidelberg, Konstanz, IMEC in Leuven, and the IMT in Neuchatel. He speaks 3 languages, German, English and French. Since 2012, he is a lecturer at the University of Applied Sciences Ravensburg-Weingarten.

Speaker
Ing. Stefano Lorenzi, 3SUN Enel Green Power

CEO

Italy

STEFANO LORENZI is the CEO of the 3SUN Gigafactory, which is producing up to 3GW high-performance photovoltaic cells and modules. Stefano joined ENEL in 2017, where he has been Executive Chairman of UFINET LATAM and Head of ENEL FIBRA; prior to joining ENEL Stefano has been the CEO at SIRTI and President and CEO of ALCATEL-LUCENT Italy.

Speaker
Katharina Eickelberg, SMA Solar Technology AG

Senior Vice President Global Communication & Sustainability

Deutschland

Katharina Eickelberg is the Senior Vice President Global Communication & Sustainability at SMA Solar Technology AG, a leading global specialist in photovoltaic system technology. She is responsible for Communication, Brand, Public Affairs and Sustainability. Additionally, Katharina is a director on the board of Solar Power Europe. Before joining SMA, Katharina held different positions in the energy sector, most recently as Head of Business Communication at Swedish utility Vattenfall and member of the supervisory board of GASAG AG. Besides driving communication and sustainability at SMA, she concentrates on topics such as Leadership and Diversity & Inclusion. Katharina lives in Hannover with her two sons.

Speaker
Jennifer Karle, DG GROW, European Commission

Policy Officer

Belgium

Jennifer Karle works in the Unit Green and Circular Economy at the European Commission's Directorate General for the Internal Market, Industry, Entrepreneurship and SME. Before joining the Commission Jennifer Karle worked as a civil servant in Britain's energy regulator, the Office of Gas and Electricity Markets. She has a Master of Science from the University College London in Environment, Politics and Society where she researched the adoption of sustainable technological innovation in her dissertation.

You are using an outdated browser

The website cannot be viewed in this browser. Please open the website in an up-to-date browser such as Edge, Chrome, Firefox, or Safari.