Canadian Solar and EDF Renewables in 7GW TOPCon module supply deal

Facebook
Twitter
LinkedIn
Reddit
Email
A solar project from Canadian Solar in Brazil, where the two companies already have a partnership. Image: Canadian Solar via Twitter.

Solar manufacturer Canadian Solar has signed a 7GW module supply agreement with EDF Renewables North America.

Canadian Solar will ship 7GW of its N-Type Tunnel Oxide Passivated Contact (TOPCon) modules to EDF from the manufacturer’s new factory in Mesquite, Texas. The facility will produce 5GW of modules annually at full capacity, with operations expected to begin near the end of 2023. The deal will run between 2024 and 2030.

This article requires Premium SubscriptionBasic (FREE) Subscription

Unlock unlimited access for 12 whole months of distinctive global analysis

Photovoltaics International is now included.

  • Regular insight and analysis of the industry’s biggest developments
  • In-depth interviews with the industry’s leading figures
  • Unlimited digital access to the PV Tech Power journal catalogue
  • Unlimited digital access to the Photovoltaics International journal catalogue
  • Access to more than 1,000 technical papers
  • Discounts on Solar Media’s portfolio of events, in-person and virtual

Or continue reading this article for free

Tristan Grimbert, president and CEO of EDF Renewables North America said: “The module supply agreement demonstrates our commitment to domestic sourcing and represents a pivotal step for EDF Renewables, enabling us to achieve key milestone dates and execute a schedule for the construction of our robust solar pipeline.”

TOPCon modules offer increased power output efficiencies, lower temperature coefficient and greater bifaciality compared with mono-PERC (passivated emitter rear contact) modules, Canadian Solar said. Last year, it predicted that TOPCon technology would account for around 30% of its total shipments in 2023 and would form the core of its production focus in the future.

TOPCon products – along with heterojunction technology (HJT) – are increasing their market share in the PV industry. Fellow Canadian module manufacturer Heliene announced plans last month for a 1.5GW/1GW TOPCon cell and module production facility in Minnesota, and Solar Module Super League (SMSL) member Trina Solar told PV Tech that it would specifically focus on the transition to n-type products in the future. Canadian Solar is also an SMSL member.

Shawn Qu, chairman and CEO of Canadian Solar said: “We are excited to work with EDF Renewables North America as we bring a stable supply of clean and reliable solar energy to the U.S. market, powered by solar modules made locally, under the backdrop of the Inflation Reduction Act (IRA).”

The US PV industry has been trying to decipher the domestic content guidance under the IRA recently, which proposes a 40% cost-based domestic production threshold for solar projects to be eligible for an extra 10% tax credit. This is likely impossible without domestic cell production.

7 October 2025
San Francisco Bay Area, USA
PV Tech has been running an annual PV CellTech Conference since 2016. PV CellTech USA, on 7-8 October 2025 is our third PV CellTech conference dedicated to the U.S. manufacturing sector. The events in 2023 and 2024 were a sell out success and 2025 will once again gather the key stakeholders from PV manufacturing, equipment/materials, policy-making and strategy, capital equipment investment and all interested downstream channels and third-party entities. The goal is simple: to map out PV manufacturing in the U.S. out to 2030 and beyond.
21 October 2025
New York, USA
Returning for its 12th edition, Solar and Storage Finance USA Summit remains the annual event where decision-makers at the forefront of solar and storage projects across the United States and capital converge. Featuring the most active solar and storage transactors, join us for a packed two-days of deal-making, learning and networking.
16 June 2026
Napa, USA
PV Tech has been running PV ModuleTech Conferences since 2017. PV ModuleTech USA, on 16-17 June 2026, will be our fifth PV ModulelTech conference dedicated to the U.S. utility scale solar sector. The event will gather the key stakeholders from solar developers, solar asset owners and investors, PV manufacturing, policy-making and and all interested downstream channels and third-party entities. The goal is simple: to map out the PV module supply channels to the U.S. out to 2027 and beyond.

Read Next

July 4, 2025
The US House of Representatives has passed the final version of the reconciliation bill that is now going to US President Donald Trump’s desk for his signature before its passing.
July 4, 2025
Australian retailer AGL Energy has confirmed its acquisition of South Australia’s Virtual Power Plant (SAVPP) from Tesla.
July 3, 2025
US tracker manufacturer GameChange Solar has introduced the Genius Tracker TF, a new terrain-following solar tracker system designed to deliver “the industry’s lowest grading requirement on challenging terrain.” 
July 3, 2025
Malaysian engineering and infrastructure giant Gamuda has expanded its presence in the Australian renewables sector by partnering with Tasmanian landowners to build a 1.2GW portfolio, which includes solar PV.
Premium
July 2, 2025
ANALYSIS: China's leading PV manufacturers are locked in a new round of competition, aiming to outpace each other through record-breaking feats.
July 2, 2025
Indigenous-led renewable energy company Yindjibarndi Energy Corporation (YEC) has submitted plans for a hybrid wind and solar PV renewable energy project to the Australian government’s Environment Protection and Biodiversity Conservation (EPBC) Act.

Subscribe to Newsletter

Upcoming Events

Media Partners, Solar Media Events
September 2, 2025
Mexico City, Mexico
Solar Media Events
September 16, 2025
Athens, Greece
Solar Media Events
September 22, 2025
Bilbao, Spain
Solar Media Events
September 30, 2025
Seattle, USA
Solar Media Events
October 1, 2025
London, UK