It’s difficult to stay on top of the twists and turns of the so-called “solarcoaster,” especially lately. The Inflation Reduction Act (IRA) spurred gobs of investment into American manufacturing by providing incentives to companies utilizing domestically-made components, leading to a crop of newcomers flooding the solar PV market and prompting a fair amount of “creative destruction” in the space.
Thankfully, you don’t have to keep track of all the moving and shaking, because someone else is doing it for you: Technical compliance and quality assurance consultant Sinovoltaics has released an updated North America Solar Supply Chain Map, Edition 1.
The map and listings are based on Q4 2024, and the infographic and data pages reveal the existing and future PV manufacturing facilities in the United States, Canada, and Mexico. In addition to showing existing and planned North American solar module assembly, cell, wafer, ingot, and polysilicon supply factories, the map also includes production capacity data, website, and contact information.
The PDF promises solar developers and PV procurement professionals a comprehensive listing of North America’s PV supply factories and openings that includes significant updates since its last edition at the end of 2024, including:
- New factories added. Amps Solar, Boviet Solar, DYCM Power, Ebon Power, Imperial Star Solar, NuVison, EsFoundry, ReCreate, and Toyo/VSUN have been added.
- Capacity reductions. Meyer Burger has scrapped its plans for a 2 GW cell manufacturing site in Colorado.
- New module capacity expansion totals. A total of 31.92 GW of module production capacity is spread throughout Mexico, Canada, and the US. These manufacturers are now forecasting an expansion of 97.9 GW in the coming 3-6 years. If all facilities are completed, the total North American module production capacity will be 129.9 GW.
- Cell and wafer production constraints. Although manufacturers are making great strides in increasing cell production from 8 GW to 64.9 GW by 2027/2030 and wafer production from 3.2 GW to 24.5 GW by 2027/2030, current cell capacity remains constrained for module manufacturers.
- Polysilicon production constraints. There is now a short list of polysilicon suppliers in North America: Hemlock Semiconductor, Wacker Mississippi Silicon, and Highland Materials, with an estimated total of 171,000 metric tons of production capacity,
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Now that IRA incentives are in the crosshairs of the Trump administration, the PV supply chain landscape may quickly change in 2025, Sinovoltaics warned.
“Timely, accurate module purchasing insights are essential for the solar industry,” said Dricus de Rooij, co-founder and CEO of Sinovoltaics. “With updates every four months, solar developers gain access to dynamic, data-driven intelligence—empowering them to stay ahead of emerging PV suppliers and global manufacturing trends.”
Sinovoltaics argues this information is useful for the IRA’s domestic content bonus tax credit requirements, which specify that a certain percentage of module components must be domestically manufactured. By understanding which factories are producing solar cells, wafers, and polysilicon, developers can prioritize suppliers with production capabilities that meet the domestic content criteria.
Available as a complimentary download, Sinovoltaics’ series of solar supply chain maps are also provided for Europe, Southeast Asia, and India and updated every four months. In addition, Sinovoltaics publishes an annual Mainland China Transformer Factory Map.
Download the full map here.
