Southeast Asia Solar Supply Chain Map – Edition 1 (2025)

June 2025

The first 2025 edition of the Southeast Asia Solar Supply Chain Map includes significant revisions and additions, driven by valuable market feedback and the region’s evolving geopolitical and industrial dynamics.

• Thanks to new data, this edition includes entries such as ICA Solar and United Renewable Energy (URE), reflecting the evolving landscape of PV manufacturing in the region.
  
  
• Despite strong ambitions,  PV module manufacturing in Southeast Asian is currently under pressure. Operational capacities have been significantly reduced or temporarily halted, primarily due to U.S. import tariffs. Once a strategic workaround for Chinese manufacturers aiming to access Western markets, Southeast Asia now faces growing constraints. In response, some producers are redirecting exports toward Europe.
  
  
• While Cambodia, Vietnam, and Thailand were once key manufacturing hubs, there is now a clear shift toward Laos and Indonesia, which are currently not subject to U.S. tariffs. Some firms are also exploring the Middle East as a manufacturing alternative. In response to these developments, Sinovoltaics will soon release a Middle East Solar Supply Chain Map to help stakeholders navigate these emerging changes. However, the long-term outlook for manufacturing growth in Southeast Asia remains uncertain.
  
  
• Despite these headwinds, the region's growth ambitions remain strong:

- Nameplate PV module capacity currently stands at 86 GW with a target of reaching 101 GW by 2028 or 2030

- Cell capacity is projected to rise from 51.3 GW to 69.8 GW by 2030

- Ingot capacity is expected to double from 16 GW to 30 GW

- Polysilicon production aims to scale significantly, from 82,000 tonnes to 342,000 tonnes

- This growth is supported by an additional 102,000 metric tonnes of MG-Si (metallurgical-grade silicon).

• Meanwhile, although U.S. policy aims to boost domestic solar manufacturing, recent developments may hinder growth potential within the United States itself. More importantly, the ambition to build self-sufficient manufacturing chains is unlikely eliminate reliance on Chinese wafer and cell supply in the near term.
  
  
• This edition of the Southeast Asia Solar Supply Chain Map provides a detailed snapshot of current realities and future ambitions, as the region navigates complex trade, investment, and production challenges.
  
  

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.