Solar cell production expected to double in the U.S. in less than two years

Anne Fischer | Source: PV Magazine | Posted 04/30/2025

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Gauging the growth in domestic content in the solar supply chain, Anza shares Q2 2025 domestic content insights amid uncertainty.


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Anza's Q2 2025 Domestic Content Insights report highlights significant growth in U.S. solar cell production, projecting a doubling of domestic suppliers from five in the first half of 2025 to ten by the first half of 2027. This increase is attributed to evolving domestic manufacturing strategies in response to recent policy changes, including tariffs that have created pricing uncertainty for manufacturers and buyers. While some manufacturers are accelerating production timelines to capitalize on domestic content incentives, others have canceled plans due to financial constraints.

The report also indicates a rapid expansion in the battery energy storage systems (BESS) sector, with forecasts showing a tripling of battery cell suppliers and a 267% increase in domestic module production by 2027. Despite high demand for domestic solar modules, pricing dynamics remain complex, with a slight increase in cell prices and a flattening of module prices. Anza cautions that ongoing tariff uncertainties may further influence market conditions and pricing trends in the future.



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Source Link: https://pv-magazine-usa.com/2025/04/29/solar-cell-production-expected-to-double-in-the-u-s-in-less-than-two-years/

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