Sinovoltaics’ latest North American Manufacturing Hub report maps current and planned capacity for 95 factories across the region’s PV module supply chain. The report follows announcements of current and future capacities at factories producing PV modules, cells, wafers, blocks, 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 and tracks factory size, location, owner, current and planned capacity. It details 95 factories producing PV 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 notes that total module production capacity is 42 GW, spread across Mexico, Canada and the United States, and that manufacturers aim to double to 84 GW over the next three to six years. This is what a spokesperson for Sinovoltaics said pv magazine that the figures represent the ‘nominal capacity’.
The report presents data from publicly available sources, as well as Sinovoltaics contacts with manufacturers. “The report provides insight into the theoretical capacity when the factories are running at 100%,” said a company spokesperson. “Our data is based on the press releases we have received from various manufacturers and various research and marketing analysis documents we have seen.”
Ten more manufacturers are included in the second quarter report than the previous one, a mix of thin-film, TOPCon and perovskite tandem technology companies. The additions are Ascent Solar, Astronergy, Boway alloy, CaeluxGreat Lakes Solex, NanoPV, Prism Solar, Runergy, Solaria 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 will grow to 55 GW over the next three to six years, while wafer production will grow from 3.2 GW to 24.5 GW.
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The Sinovoltaics team noted CubicPV’s decision to halt silicon wafer production to focus on tandem perovskite technology and the closure of REC Silicon’s plant in Butte, Montana, noting that the market has not yet movement had come to fill the void.
Sinovoltaics has been monitoring the development of PV manufacturing centers and this year began publishing a series of free quarterly reports, mapping production in India, North America, Southeast Asia and Europe.
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