The US market for solar panels is only tiny because solar panels in the US are so overpriced and constantly subject to these kleptocratic tariff games. US tota

The US market for solar panels is only tiny because solar panels in the US are so overpriced and constantly subject to these kleptocratic tariff games. US total primary energy consumption is 94 quadrillion BTU per year https://www.eia.gov/energyexplained/us-energy-facts/ https://www.eia.gov/energyexplained/us-energy-facts/ which is 3 terawatts, about 15% of total world consumption. Satisfying even the US's current energy consumption from solar with a capacity factor of 25% would thus require 12TWp of solar panels, which would be 12000 GW, 10 years of your figure for China's current production capacity (which I have no reason to doubt). Of course, a lot of that primary energy consumption goes out the exhaust of thermal power plants, whether electric generating station smokestacks or truck exhaust pipes, so maybe you'd need as little as 40% of that when you're getting pure, sweet exergy. But, on the other hand, overprovisioning is one of the cheaper ways to mitigate the intermittency of photovoltaic, and the dramatically lower price of energy seems certain to stimulate many new energy-intensive industries, so the potential market is actually much larger.