Sinovoltaics updates North American solar module manufacturing map


From pv magazine Global

The latest supply chain report from Sinovoltaics, the Hong Kong-based technical compliance and quality assurance company, covers the North American manufacturing hub, tracking factory size, location, owner, current and planned capacity. It provides details on 95 factories producing PV modules, cells, wafers, ingots, polysilicon, and metallurgical-grade siliconin the region, up from 81 in the first quarter.

The Sinovoltaics Supply Chain Map (SSCM) – North America for Q2 2024 notes 42 GW of total module production capacity spread across Mexico, Canada, and the United States, which manufacturers plan to double to 84 GW in the coming 3 to 6 years. A Sinovoltaics spokesperson told pv magazine that the figures represent “nameplate capacity.”

The report presents data from publicly available sources, as well as Sinovoltaics contacts with manufacturers. “The report gives insights into the theoretical capacity if the factories are running at 100%,” a spokesperson from the company said. “Our data are based on the press releases that we’ve received from different manufacturers and different research, and marketing analysis documents that we’ve seen.”

There are ten more manufacturers included in the second quarter report than the previous one, a mixture of thin film, TOPCon, and perovskite tandem technology companies. The additions are Ascent SolarAstronergyBoway AlloyCaelux, Great Lakes Solex, NanoPV, Prism Solar, RunergySolaria, and Ubiquity Solar.

The analysts noted constraints in the region’s supply chain at the cell and wafer nodes. Cell production is at 8 GW and growing to 55 GW in the coming 3 to 6 years, while wafer production is to grow from 3.2 GW to 24.5 G.

The Sinovoltaics team noted the CubicPV decision to halt silicon wafer production to focus on tandem perovskite technology and REC Silicon’s plant closure in Butte, Montana, observing that the market had not moved yet to fill the void.

Sinovoltaics has been tracking the development of PV manufacturing hubs and began publishing a series of free quarterly reports this year, mapping production in India, North America, Southeast Asia, and Europe

This content is protected by copyright and may not be reused. If you want to cooperate with us and would like to reuse some of our content, please contact:

Popular content

Residential solar company SunPower stock crashes 70%
19 July 2024 The company's share price fell below $1 as it announced it is halting some operations and ending its lease and power purchase agreement offerings, amo...