Mr. Erfurt, You have Meyer & Burger strategically realigned realigned and consistently on European solar production production. What were from were view the decisive success factors - and which lessons can can from this for other technology companies draw?
Gunter Erfurt: There were three main reasons for our success: Firstly, the courage to make a clear cut - away from mechanical engineering and towards becoming a solar manufacturer with a focus on technology. Secondly, the unique selling point of high-performance technology, instead of just producing more cheaply. And thirdly, strong partnerships with politicians, researchers and investors. The lesson for others: Sometimes it takes a radical strategic bet, consistently implemented, to reinvent entire industries. Unfortunately, the project ultimately failed because there was a lack of industrial policy will and Europe surrendered to China's dependence without putting up any resistance.
The structure of a European photovoltaicvalue chain is as essential for the energy and security of supply. Where do you see do you currently the biggest gaps - and how can how can these be closed?
Erfurt: In fact, all European manufacturers have currently ceased production or are insolvent. The biggest gaps are therefore not only in the preliminary stages, but in the entire industrial value chain. This gap can only be closed by a coordinated European industrial policy that safeguards production and demand in equal measure - similar to the example set by the USA and China. Without such a framework, Europe will remain completely dependent on imports.
Meyer & Burger has itself early on highly innovative cell technologies such as HJT and tandem cells concentrated. Which technological breakthroughs do you see breakthroughs by 2030 as market relevant to - and what danger goes thereby from global competitors from global competitors?
Erfurt: From around 2030, tandem solar cells will begin to shape the market - with realistic efficiencies of up to 35%. At the same time, new materials will pave the way for lightweight, flexible modules for building integration and agri-PV. Organic PV will also play a role in niches such as transparent or highly flexible applications. In addition, the connection of PV with AI systems will be crucial for end customers - from smart control to autonomous energy communities. Global competition remains the biggest threat: countries such as China and the USA are immediately introducing innovations on a gigawatt scale. Europe has the technologies - the decisive factor is whether it can also implement them on an industrial scale this time.
You have repeatedly repeatedly on the necessity an active European industrial policy has been expressed. What must now happen, so that Europe in the global competition not only keeps up, but leads the way?
Erfurt: The Net Zero Industry Act is European law - now the 27 member states must deliver. What is at stake is nothing less than the preservation of domestic value creation in the key technologies of solar, wind, batteries and hydrogen. If we do not consistently secure demand, promote production locally and establish entire value chains, we will lose industrial strength and sovereignty to other regions. Europe's opportunity lies in differentiation: tandem cells up to 35 percent, lightweight modules for building integration and agri-PV as well as AI-networked systems.
To which topics are you are at the CLEAN TECH INNOVATION DAY & SOLAR TAP INDUSTRY DAY 2025 in Heidelberg especially - and what would you the community with your keynote with your keynote?
Erfurt: I am looking forward to exciting discussions on CleanTech - from tandem solar cells to batteries and hydrogen - and especially to courageous people who are leading the way instead of hiding in a dusty past.
With my keynote, I would like to give the community a message: Technology alone is not enough. Without an active industrial policy and genuine domestic value creation, we will lose economic strength and sovereignty. Europe's opportunity lies in consistently scaling innovation.