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Understanding the dynamics of global value chains for solar photovoltaic technologies

Author

Listed:
  • Maria Carvalho

    (Grantham Research Institute on Climate Change and the Environment - LSE - London School of Economics and Political Science)

  • Antoine Dechezleprêtre

    (Grantham Research Institute on Climate Change and the Environment - LSE - London School of Economics and Political Science)

  • Matthieu Glachant

    (CERNA i3 - Centre d'économie industrielle i3 - Mines Paris - PSL (École nationale supérieure des mines de Paris) - PSL - Université Paris Sciences et Lettres - I3 - Institut interdisciplinaire de l’innovation - CNRS - Centre National de la Recherche Scientifique)

Abstract

China dominates the global solar photovoltaic (PV) value chain, while 15 years ago the demand and supply were located in few Western economies. In this process, the PV industry has seen a booming demand, drastic price decreases along the supply chain, and fierce competition among surviving companies. This paper seeks to understand how this spatial shift has occurred and its drivers, with a specific focus on the role of intangible assets and intellectual property.

Suggested Citation

  • Maria Carvalho & Antoine Dechezleprêtre & Matthieu Glachant, 2017. "Understanding the dynamics of global value chains for solar photovoltaic technologies," Working Papers hal-01952975, HAL.
    • Handle: RePEc:hal:wpaper:hal-01952975
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    Cited by:

    1. Kangas, H.L. & Ollikka, K. & Ahola, J. & Kim, Y., 2021. "Digitalisation in wind and solar power technologies," Renewable and Sustainable Energy Reviews, Elsevier, vol. 150(C).
    2. Pia Andres, 2024. "Adapting to Competition: Solar PV Innovation in Europe and the Impact of the ‘China Shock’," Environmental & Resource Economics, Springer;European Association of Environmental and Resource Economists, vol. 87(12), pages 3095-3129, December.
    3. Benedict Probst & Simon Touboul & Matthieu Glachant & Antoine Dechezleprêtre, 2021. "Global trends in the invention and diffusion of climate change mitigation technologies," Nature Energy, Nature, vol. 6(11), pages 1077-1086, November.
    4. Xiao-Shan Yap & Bernhard Truffer & Deyu Li & Gaston Heimeriks, 2020. "From knowledge-based catching up to valuation focused development: Emerging strategy shifts in the Chinese solar photovoltaic industry," Papers in Evolutionary Economic Geography (PEEG) 2059, Utrecht University, Department of Human Geography and Spatial Planning, Group Economic Geography, revised Dec 2020.
    5. Andres, Pia, 2024. "Industrial policy and global public goods provision: rethinking the environmental trade agreement," LSE Research Online Documents on Economics 117899, London School of Economics and Political Science, LSE Library.
    6. Gao, Xue & Rai, Varun, 2023. "Knowledge acquisition and innovation quality: The moderating role of geographical characteristics of technology," Technovation, Elsevier, vol. 125(C).
    7. Andres, Pia, 2022. "Was the trade war justified? Solar PV innovation in Europe and the impact of the ‘China shock’," LSE Research Online Documents on Economics 116945, London School of Economics and Political Science, LSE Library.
    8. Francesca Guadagno & Oliver Reiter & Robert Stehrer, 2024. "The Impact of Green Technologies on GDP and Employment in the EU," wiiw Policy Notes 80, The Vienna Institute for International Economic Studies, wiiw.
    9. repec:ehl:lserod:117900 is not listed on IDEAS

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