2025年美国光伏组件市场供应情况.pdf

1、PV Module Supply for the US Market in 2025Nadeem Haque-CTOJune 17,2025PVMODULETECH|17-18 June 2025|Napa,California Heliene|Confidential and Proprietary2Rogers,MN500MW+800MW(future)Heliene|Confidential and Proprietary3Rogers,MN500MW+800MW(future)Heliene|Confidential and Proprietary4Sault Sainte Marie

2、,ONSince 2010Headquarters and R&DMountain Iron,MNSince 2018500MW+300MWRogers,MNSince 2025500MW+800MW(future)Heliene|Confidential and Proprietary5Heliene Standard Products Glass-BacksheetMarketSegmentBacksheet Frame(35mm)Cell CountResiBlackBlack108HCC&IWhiteSilver132HCUtility TransparentSilver144HCUt

3、ility TransparentSilver156HCPmax Range(PERC)380W 400W480W 500W520W 550W565W 595WPmax Range(NTYP)*415W 440W510W-535W555W 585W605W 635W*Glass-Glass Product Option Available for NTYP.Heliene|Confidential and Proprietary6Topics Company and Product Information Changes in the US PV Landscape Product Devel

4、opment Product Reliability New Products for the US MarketHeliene|Confidential and Proprietary7US PV Landscape What Changed!Latest Guidance issued for“Domestic Content”on Jan 2025.The“Solar 3”AD&CVD case:imports from Vietnam,Thailand,Cambodia and Malaysia have import duties taking some of the largest

5、 exporters of PV to the US,largely out of the field.Steel&Aluminum,301 Safeguard,and reciprocal import duties affecting all costs in the US;not only PV.Heliene|Confidential and Proprietary8US PV Landscape Whats Coming!Changes to Investment Tax Credits 2026 Budget Bill and its effect on power generat

6、ion investments.Foreign Entity of Concern(FEOC)Regulation-Reinforcing domestic content and domestic ownership.New bill may affect long term investments as the runway could be shorter.Overall PV industry in the US may consolidate,depending on the Budget Bill.US manufacturers are likely to thrive due