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The North American manufacturing hub has added several new producers to the PV module supply chain, but analysts continue to see capacity constraints in cell, wafer and polysilicon production. The report is based on capacity announcements from regional hubs producing solar modules, cells, wafers, ingots, polysilicon and metallurgical grade silicon. The latest North American manufacturing site map from Sinovoltaics, a Hong Kong-based technical compliance and quality assurance company, reveals several new entrants in the region and planned capacity growth across the solar module supply chain. The Sinovoltaics Supply Chain Map (SSCM) – North America for Q1 2025 accounts for 31.92 GW of module production capacity, taking into account cancelled factory announcements and revised capacity figures in the United States, Mexico and Canada. An additional 97.9 GW of capacity is planned over the next three to six years, bringing the total capacity for the region to 129.9 GW. The reports map and tables provide detailed information on 106 factories producing modules, cells, wafers, ingots, polysilicon and metallurgical silicon, up from 95 production sites in the previous report. Several manufacturers have been added to the latest North American map, including Boviet Solar, DYCM Power, Ebon Power, Imperial Star Solar, NuVison Solar, EsFoundry, ReCreate, and Toyo/VSUN. Despite new entrants to the market such as EsFoundry and planned capacity gains, Sinovoltaics analysts noted that cell, wafer and polysilicon production capacity is limited and “remains the Achilles heel of the market.” Cell production capacity is projected to grow from 8 GW to 64.9 GW by 2030, with wafer production expected to increase from 3.2 GW to 24.5 GW over the same period. Analysts note that some manufacturers have cancelled projects, such as Switzerland-based Meyer Burger, which had planned a cell production plant. For polysilicon, Hemlock Semiconductor, Wacker Mississippi Silicon and Highland Materials are the main suppliers, with an estimated total production capacity of 171,000 metric tons. Sinovoltaics supply chain reports are available for free download . They include the manufacturers name, factory size, location, owner, and current and planned capacity. The data is from public sources and Sinovoltaics contacts with manufacturers. The figures represent nominal capacity. The report series is free and also available for India, Southeast Asia and Europe. |
