China's Industrial Solar Boom (2015-2020)
2015-2020What Happened
Chinese manufacturers installed over 15 GW of rooftop and captive solar between 2015-2020 as costs plummeted and air pollution regulations tightened. Electronics, textile, and chemical companies led adoption, driven by electricity cost savings of 20-30% versus grid tariffs. Provincial governments offered subsidies and streamlined permitting for industrial solar.
Outcome
Captive solar became standard practice for energy-intensive Chinese manufacturers, reducing electricity costs and emissions
China's dominance in solar manufacturing accelerated as domestic demand surged; industrial users became testing ground for advanced technologies
Why It's Relevant Today
India follows similar trajectory but larger scale—targeting 50+ GW industrial renewables versus China's 15 GW, driven by carbon border taxes China didn't face
