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Solar PV Supply Chain (China)
Ürümqi (Xinjiang), China43.83°N 87.62°E
computed criticality17/100
reading
Over 80% of global capacity at each stage; near 95% for polysilicon and wafers; Xinjiang ≈ 40% of world polysilicon (IEA, 2022)
2022Fault line
China holds more than 80% of global manufacturing capacity at every stage of solar panel production (polysilicon, ingots, wafers, cells, modules), and its share of polysilicon and wafer output is approaching 95% (IEA, 2022). Xinjiang province alone accounts for roughly 40% of world polysilicon; the IEA notes that one in seven panels is made in a single facility. Any regulatory, trade or logistics disruption on this link ripples across the entire planet's solar rollout.
↗Tightening2030
China already exceeds 80% of every solar-PV manufacturing stage and its share of polysilicon and wafers is set to approach 95% by ~2030 according to the IEA, even as cells and modules diversify slightly outside China.AIE, Solar PV Global Supply Chains, 2022 ↗
Actors
Longi
Tongwei
JinkoSolar
GCL
Sources