【Cls.cn】Lan Tianshi of GCL Technology: Over the next three years, the company plans to keep the share of revenue from photovoltaic products below 20%
According to a report by the China Star Market on the June 3rd, during SNEC 2026, Lan Tianshi, Co-CEO of GCL Technology, stated in an interview with the China Star Market and other media outlets that the company is no longer limited to the development of its photovoltaic business and has already achieved a comprehensive transformation. The company has sent samples of its fifth-generation high-density lithium iron phosphate (C18) product to six clients, receiving positive feedback from evaluations. The company’s lithium iron phosphate produced via the physical iron oxide method has been commercialized, and it is gradually shifting its silane production capacity to silicon-carbon anode capacity. Regarding overseas expansion, he noted that the U.S. market for energy storage currently exhibits two key characteristics: first, a focus on whether companies have a differentiated market strategy; and second, the requirement for companies to possess a comprehensive patent portfolio. In May of this year, GCL Technology announced the launch of a comprehensive strategic transformation, shifting its focus from granular silicon in the upstream photovoltaic silicon materials sector to a goal of covering the three major material systems of 'silicon-based, lithium-based, and carbon-based.' In response, Lan Tianshi stated that over the next three years, the company plans to keep the revenue share of its photovoltaic products below 20%, noting that “Demand in sectors such as energy storage and computing power will, in turn, stimulate the development of the photovoltaic industry.”