Amid growing trade tensions and shifting solar supply chains, HD Hyundai Energy Solutions has officially begun mass production of its next-generation N-Type TOPCon solar cells, strengthening its foothold in the high-efficiency solar markets across the U.S. and globally.
N-Type TOPCon technology offers notable advantages over conventional P-Type cells, including higher conversion efficiency, superior thermal stability, and enhanced durability against degradation. By leveraging its Korean manufacturing base, HD Hyundai Energy Solutions ensures not only premium product quality and reliable delivery but also mitigates risks tied to U.S. trade policy uncertainties—an increasingly critical factor for buyers seeking stable supply partners. Through its U.S. subsidiary, the company is expanding its portfolio of residential and commercial high-output modules, with a strong focus on ultra-high-efficiency modules rated at 640W and above.
Trade dynamics are adding to the appeal of ‘Made in Korea.’ The U.S. government under the Trump administration has reinforced protectionist measures, imposing steep preliminary tariffs on solar products imported from Vietnam, Thailand, Malaysia, and Cambodia. As exports from alternate Southeast Asian countries such as Indonesia and Laos surge, speculation is rising that further anti-dumping and circumvention investigations could follow. In this climate, South Korea’s reputation as a reliable trade partner gives Korean-made solar products a decisive edge.
Adding to this momentum, the U.S. will lift tariffs on up to 12.5 GW of imported crystalline silicon photovoltaic (CSPV) cells annually starting August 1, 2024—more than double the previous 5 GW quota. The move reflects a critical gap: while U.S. module production capacity is ramping up, domestic cell supply remains insufficient. Seizing this opportunity, HD Hyundai Energy Solutions plans to not only expand module sales but also supply Korean-made cells directly to U.S. manufacturers, backed by its licensed TOPCon technology. The company is also closely monitoring market conditions, considering the expansion of its Korean production facilities as well as potential entry into U.S. or third-country markets depending on evolving conditions.
Looking ahead, HD Hyundai Energy Solutions is advancing beyond N-Type cells. It is scaling up mass production technologies for HJT cells and accelerating R&D into tandem cells combining perovskite and HJT technologies. With a dual focus on technological leadership and supply chain resilience, the company aims to cement its position as a global solar industry leader.
