North America Solar Supply Chain Map
Edition 1 - 2026
North America’s solar manufacturing sector is expanding rapidly, largely driven by the U.S. Inflation Reduction Act (IRA) and policies aimed at strengthening domestic supply chains.
Currently, the region has strong module assembly capacity (~83 GW) but much smaller cell (~12 GW) and wafer (~3 GW) manufacturing capacity, meaning many upstream components are still imported.
However, a large pipeline of projects is planned by 2030:
- Module capacity: ~161 GW
- Cell capacity: ~93 GW
- Wafer capacity: ~41 GW
Most new investment is concentrated in the United States, particularly in the Southeast (Georgia, South Carolina, Tennessee) and Southwest (Texas, Arizona) manufacturing hubs.
Despite rapid growth, wafer and cell production remain the main supply chain gaps, creating opportunities for companies investing in integrated manufacturing.
Overall, North America is transitioning from a module assembly hub dependent on imports to a more complete domestic solar manufacturing ecosystem, though upstream capacity will still need to scale further to achieve full supply chain independence.
For more detailed PV insights and analysis of the North American solar market, including emerging trends and future projections, refer to the full Sinovoltaics Solar Supply Chain Map report.
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.
