Europe Solar Supply Chain Map Edition 1 - 2026

• The European solar manufacturing landscape continues to evolve, with five new manufacturers or projects added to this edition: Solar Organic Centro España, Solar Fabrik GmbH, RESiLICON, Astronergy, and JTPV / Schmid-Pekintaş. These additions reflect continued investment across the PV value chain and support Europe's ambition to strengthen domestic manufacturing.
  Operational module manufacturing in mapped Europe is highly concentrated rather than broad-based. The large majority sits in Türkiye (~13.2 GW), which operates under a distinct domestic-content and policy regime, followed by Enel's 3Sun plant in Catania, Italy (~3 GW). Beyond these two, capacity is fragmented across many small producers with limited individual scale. Announced projects point to significant planned growth by 2027/2030, though most remain pre-operational.
• Growth is expected to be steepest upstream, where the current base is small: operational cell capacity is around 5.3 GW, ingot/wafer roughly 1.2 GW (essentially all CW Enerji), and polysilicon about 27.6 GWp-eq. A large pipeline of announced cell and wafer projects would expand this considerably — but delivery is not yet certain.
• While investment momentum remains positive, many of these upstream projects are still in the planning or construction phase. Their successful delivery will depend on continued policy support, financing, and market demand.
• Compared with the previous edition, the focus has shifted from factory closures, bankruptcies, and market consolidation toward capacity expansion and new manufacturing investments. Although execution risks remain, the latest data suggests Europe is gradually rebuilding its domestic PV manufacturing ecosystem across both downstream and upstream production.

This edition was updated on August 31st, incorporating additional public data and manufacturer requests.

If your solar manufacturing project isn't listed or has been updated, please reach out to us at contact@sinovoltaics.com to have your details listed and share your latest developments. We'll include them in our next release.