Module production is quite centralised, with about 80% of it in China, and another 10% or more in South-East Asian countries, set up there by Chinese companies

Module production is quite centralised, with about 80% of it in China, and another 10% or more in South-East Asian countries, set up there by Chinese companies to get around the US tariff imposed in 2019 or so. (Korea produces some of the cells but doesn't assemble modules, AFAIK. Japan, also a few cells.) The Europeans want to re-animate their domestic manufacturing for energy security reasons, after letting it die five or six years ago. First Solar is trucking on in the USA. India has ambitions to expand its production a lot. Not too many other places, to my knowledge.