Market Report
Global solar PV supply chain quarterly briefing: Q1 2026
*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
This quarterly briefing provides an overview of the solar module supply chain in Q1 2026. It draws on our monthly global PV supply chain pulse, which covers historical PV manufacturing capacity and pricing, forecasts of global polysilicon, wafer, cell and module capacity and production, and cost and pricing estimates along the entire solar value chain. We also analyse the impacts of relevant global market events on the solar supply chain. This edition includes sections on import and export trade dynamics and manufacturers' financial conditions. The briefing is intended to help clients stay on top of supply chain developments, policy changes and price trends.
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What's included
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