Modules & Upstream Manufacturing

End-to-end solar manufacturing is the bridge that will reduce import reliance, stabilize costs, strengthen supply chains, support exports, and help India move confidently toward its 500 GW renewable energy goal. With the right investments and a continued focus on innovation, India is positioned not just to participate in the solar revolution, but to help shape it.

Scientists from French research institute CEA-Liten have identified hydrogen migration in doped selective layers as the primary driver of UV-induced degradation in silicon heterojunction solar cells. They have also found that combined light and thermal light-soaking treatments can partially restore performance and improve long-term UV stability.

Saatvik Green Energy’s arm Saatvik Solar Industries has received and accepted solar PV module supply orders worth INR 10.15 crore. The orders are scheduled for execution by February 2026.

Fujiyama Power Systems Ltd has commenced production at its 1 GW solar cell manufacturing plant in Dadri, Uttar Pradesh. The newly commissioned facility will cater entirely to captive consumption, strengthening the company’s backward integration and supply-chain security.

Rising silver prices are pushing PV manufacturers toward copper-based metallization, with DK Electronic Materials targeting 2026 for large-scale deployment of high-copper paste solutions, while Fraunhofer ISE warns efficiency trade-offs remain unacceptable.

Waaree Energies Ltd reported revenue from operations of INR 7,565.05 crore in the third quarter of fiscal year 2026, marking a year-on-year increase of 118.81%. Profit after tax (PAT), after accounting for exceptional items, surged 118.35% YoY to INR 1,106.79 crore.

China’s PV manufacturing sector is operating at full capacity ahead of an April 1 export tax change, contributing to module price increases of 20% to 30% in parts of the supply chain and raising risks for price-sensitive European commercial and utility-scale projects in early 2026.

United Solar Holding has secured more than $900 million to complete the financing required for its 100,000 MT polysilicon manufacturing facility in Oman. Production is expected to begin during the first quarter of this year.

Researchers in China developed a novel two dimensional (2D) seeding agent to regulate crystallization in a 1.80-eV wide-bandgap perovskite film. A perovskite-silicon tandem device made with the resulting optimized subcell achieved an efficiency of 31.13%, outperforming a control device.

Egypt’s Kemet has signed three agreements with Chinese companies over the last week, covering plans for a 5 GW solar cell complex, a 5 GWh battery energy storage factory and Egypt’s first solar inverter factory.