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Sinovoltaics’ latest report on North American manufacturing sites shows the current and planned capacity of 95 plants in the region’s PV module supply chain. The report tracks current and future capacity announcements for plants producing PV modules, cells, wafers, ingots, polysilicon and metallurgical grade silicon.
The latest supply chain report from Hong Kong-based technical compliance and quality assurance company Sinovoltaics covers the North American manufacturing hub, tracking factory size, location, ownership, and current and planned capacity. It details 95 factories producing modules, cells, wafers, ingots, polysilicon and metallurgical silicon in the region, up from 81 in the first quarter.
The Sinovoltaics Supply Chain Map (SSCM) – North America for Q2 2024 indicates 42 GW of total module production capacity distributed between Mexico, Canada and the United States, which manufacturers plan to double to 84 GW in the next 3 to 6 years. A Sinovoltaics spokesperson told pv magazine that the figures represent “rated capacity.”
The report presents data from public sources as well as Sinovoltaics’ contacts with manufacturers. “The report gives an idea of ??the theoretical capacity if the factories are running at 100%,” a company spokesperson said. “Our data is based on press releases we have received from different manufacturers and different research documents and marketing analysis we have seen.”
Ten more manufacturers were included in the second quarter report than in the previous quarter, a mix of thin film, TOPCon and perovskite tandem technology companies. These are Ascent Solar, Astronergy, Boway Alloy, Caelux, Great Lakes Solex, NanoPV, Prism Solar, Runergy, Solaria and Ubiquity Solar.
Analysts noted constraints in the regions supply chain in cell and wafer nodes. Cell production is 8 GW and will grow to 55 GW in the next 3 to 6 years, while wafer production will increase from 3.2 GW to 24.5 G.
The Sinovoltaics team took note of CubicPVs decision to stop silicon wafer production to focus on tandem perovskite technology and the closure of REC Silicons plant in Butte, Montana, noting that the market had not yet moved to fill the void.
Sinovoltaics has been closely following the development of PV production sites and this year began publishing a series of free quarterly reports mapping production in India, North America, Southeast Asia and Europe. |
