Fujiyama Power Systems Limited has said its upcoming manufacturing capacity will not be disrupted by China’s proposed tightening of export restrictions on critical solar cell manufacturing technology and machinery. 
The company said the capital equipment for its 1.2 GW Domestic Content Requirement (DCR) solar cell facility in Ratlam, Madhya Pradesh, has already been delivered and installed. It therefore does not expect any material impact on its capital expenditure or project timelines, and the facility remains on track for commissioning in the first quarter of FY 2027-28.
China’s Ministry of Commerce and Ministry of Science and Technology on October 16 proposed adding 12 photovoltaic technologies to the country’s catalogue of technologies prohibited or restricted from export, with public consultation open until November 15. Exports of finished cells and modules are not affected, but transfers of manufacturing know-how, overseas line commissioning and equipment exports could be prohibited or require approval.
Supply chain risk
The clarification comes amid concerns that China, which dominates the global solar supply chain, could restrict exports of advanced manufacturing equipment to protect its domestic technological edge. India still relies on China for over 50% of its solar cells and modules, so securing machinery before any such restrictions take effect has become a strategic priority. Manufacturers with established supply chains remain largely insulated from the fallout.
Backward integration
Fujiyama operates a retail-focused rooftop solar business that manufactures Solar Power Generation Systems (SPGS), and is pursuing solar cell manufacturing as a deep backward integration strategy. The company stressed that because the required machinery is already on site and its operations do not depend on ongoing foreign technology transfers, its expansion plans remain fully unaffected. It added that it currently has no plans to announce additional solar cell manufacturing capacity beyond the Ratlam facility.
The featured photograph is for representation only.
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