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Answer
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China has been dumping their inventories in Europe and also China has started putting capacities in Middle east so Middle east might be used as base for exporting Chinese companies products like South east Asia was used earlier
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Chinese output is destined to Europe as of now and given that china has a competitive advantage and early lead in the whole supply chain including critical equipment and RM, it is very likely that China will use that lead and dominance to globalise its manufacturing base and sully from multiple location to different parts of the world.
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Setting up base in MENA is one such derisking move by Chinese player. They are also setting up base in North America.
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If both the Chinese and Indian OEM procure wafer at some prices then the Cell costs are competitive. Hence the need to constantly backward integrate to get supply chain assurance, cost parity and scalability needed to serve global clients.
The scale-up plans of Indian OEM with government policy support are as follows
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