The Solar Energy Industries Association (SEIA) has released the Solar & Storage Supply Chain Dashboard, detailing the photovoltaic (PV) module supply chain, which includes polysilicon, ingots, wafers, PV cells, modules, glass, backsheets, PV wire, and encapsulants. The report highlights two module technologies: thin filmand crystalline silicon. According to the SEIA report, building new facilities in the PV module supply chain takes years due to siting, permits, construction, interconnection, and commissioning. With new manufacturing tax credits, investments have been made across the supply chain. Before these incentives, polysilicon capacity stood at 50,000 metric tons per year and module manufacturing at 7 GW per year. Cell manufacturing was onshored in 2024 for the first time since 2019. Module manufacturing capacity increased from 7 GW to 51.7 GW by February 2025, a rise of over 600%.A small summary ofseia's recent report on Solar Market Insight Report here.
SEIA report highlights US solar supply chain expansion and investment
US solar supply chain growth is detailed in SEIA's report, with module capacity increasing from 7 GW to 51.7 GW by Feb 2025, driven by investments and tax credits.
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