US module capacity to reach 35GW by year’s end, says CEA

Facebook
Twitter
LinkedIn
Reddit
Email
Several module manufacturers received equipment for their module assembly plants in 2023, representing 20GW of new capacity. Image: Meyer Burger.

Annual module capacity in the US is expected to reach 35GW by the end of the year, according to advisory body, Clean Energy Associates (CEA).

In a guest article published today on PV Tech, CEA senior policy analyst Christian Roselund wrote that the growing availability of domestic solar modules gives “buyers more options and provides some insulation from new and existing trade barriers”.

This article requires Premium SubscriptionBasic (FREE) Subscription

Try Premium for just $1

  • Full premium access for the first month at only $1
  • Converts to an annual rate after 30 days unless cancelled
  • Cancel anytime during the trial period

Premium Benefits

  • Expert industry analysis and interviews
  • Digital access to PV Tech Power journal
  • Exclusive event discounts

Or get the full Premium subscription right away

Or continue reading this article for free

Last year, large-scale PV module assembly plants from eight manufacturers, representing over 20GW of new capacity, received equipment. CEA expects US capacity to hit 35GW by the end of 2024, more than a quadrupling in only 24 months.

But Roselund reiterated forecasts in a previous blog post from the CEA last December that other areas of upstream manufacturing in the US would see less capacity coming online in 2024. Although the first US cell manufacturing is due to come online this year, he said reliance on Chinese and Southeast Asian solar wafers would continue.

Another trend to keep an eye on 2024 is the prospect of increased restrictions on Chinese companies and products, wrote Roselund. Among these is the possible expansion of the Uyghur Forced Labor Prevention Act (UFLPA) to batteries.

“CEA sees an expansion of UFLPA enforcement, including to batteries, as a particularly high risk that companies in the industry need to prepare for. Following the pattern of solar detections, we expect UFLPA battery detentions to target the largest manufacturers.”

Restrictions on batteries could have an impact on solar PV deployment as more and more PV projects are being paired with energy storage, especially in states such as California and Texas.

To read the full post, visit our Guest Blog section.

13 October 2026
San Francisco Bay Area, USA
PV Tech has been running an annual PV CellTech Conference since 2016. PV CellTech USA, on 13-14 October 2026 is our fourth PV CellTech conference dedicated to solar manufacturing in the USA. From polysilicon, wafers, ingots, cells and modules, to critical component suppliers including glass and frames, the event connects every stage of the value chain under one roof. PV CellTech USA also brings together investors, innovators, manufacturers and industry stakeholders to collaborate and strengthen domestic solar manufacturing across the United States.

Read Next

September 4, 2026
Inox Solar Americas has signed a 767MW module supply agreement with a US renewable energy developer and independent power producer.
September 4, 2026
News of two utility-scale solar PV developments in Texas, where construction began on a 347MW project in Wharton County and finances secured for a 310MW/250MWh pair of projects.
September 3, 2026
In this week's PV Chart of the Week, we look at disparity between announced and operational cell and module manufacturing capacity in the US across PERC, TOPCon and HJT.
September 3, 2026
PERC, TOPCon or HJT? In the fourth of five articles this week, Moustafa Ramadan and Joe Hennessy of PV Tech Research examine emerging technology trends in US solar cell and module manufacturing.
Premium
September 3, 2026
Heterojunction is emerging as the n-type technology of choice as US PV manufacturers seek to minimise IP-related risks.
September 2, 2026
Waaree Energies approved US$37 million to expand its Arizona module plant to 1.6GW and consolidate 2.11GW in Gujarat.

Upcoming Events

Solar Media Events
October 13, 2026
San Francisco Bay Area, USA
Solar Media Events
November 3, 2026
Málaga, Spain
Solar Media Events
November 24, 2026
Warsaw, Poland
Solar Media Events
February 2, 2027
London, UK