Finding
TOPCon has replaced PERC as the mainstream cell, and the US has five times more module capacity than cell capacity
ITRPV puts PERC at about 14% of 2025 production, with TOPCon the dominant architecture and back contact (BC) rising behind it. In the US, module lines passed 66 GW on the 45X production credit while cell capacity is about 11 GW, so most US-assembled panels still use imported cells.
Cell manufacturing is a semiconductor process run at enormous volume: texturing, boron and phosphorus diffusion, deposition of passivation layers, screen-printed silver metallization, firing, and flash testing and binning. A half-point swing in yield or efficiency moves cost per watt more than most supply contracts. TOPCon won because it reuses much of a PERC line's diffusion and printing equipment while adding a tunnel oxide and doped polysilicon layer at the rear; heterojunction (HJT) needs a fully new low-temperature line, and back contact moves all metallization to the rear for higher efficiency at higher process cost.
Silver is the largest non-silicon cost in a cell, which is why LONGi, Aiko and others are pushing copper plating and silver-reduced pastes. The next step is perovskite-on-silicon tandem: LONGi holds lab records above 34%, and ITRPV expects mass production around 2027.
Architectures
Four silicon cell architectures, one thin-film alternative
Ranked by current market weight.
| Architecture | How it differs | Status | Leading makers |
|---|---|---|---|
| TOPCon | Tunnel oxide plus doped polysilicon passivated rear contact on an n-type wafer | Dominant since 2024; upgrade path from PERC lines | JinkoSolar, Trina, JA Solar, Tongwei, Drinda |
| Back contact (BC) | All contacts on the rear; no front shading from silver fingers | Premium share rising; ITRPV sees up to 28% by 2036 | LONGi (HPBC), Aiko (ABC), Maxeon |
| Heterojunction (HJT) | Amorphous silicon layers on crystalline wafer; low-temperature process | Niche; high efficiency, higher capex and silver use | Tongwei, Huasun, Risen, REC |
| PERC | Passivated rear on p-type wafer; the previous mainstream | About 14% in 2025 and fading | Legacy lines in China, India, Southeast Asia |
| CdTe thin film | Cadmium telluride deposited on glass; no wafer or cell step | The main non-silicon route at scale | First Solar |
| Perovskite-silicon tandem | Perovskite top cell stacked on a silicon bottom cell | Pilot lines; mass production expected around 2027 | LONGi, Oxford PV, Hanwha Qcells, GCL |
Global makers
China makes most of the world's cells
Representative manufacturers; capacity changes fast in a market running about three times demand.
| Manufacturer | Home base | Cell lines | Notes |
|---|---|---|---|
| LONGi | China | BC (HPBC 2.0) | Largest wafer maker; moved its cell roadmap to back contact |
| Tongwei | China | TOPCon, HJT | Largest pure cell producer and a top polysilicon maker |
| JinkoSolar | China, Southeast Asia, US module plant in Florida | TOPCon | Among the largest module shippers |
| Trina Solar | China, Southeast Asia | TOPCon (i-TOPCon) | Sold its Texas module plant to T1 Energy in December 2024 |
| JA Solar | China, Southeast Asia, Oman | TOPCon | Building outside China for tariff access; sold its Arizona module plant to Corning in 2025 |
| Aiko | China | BC (ABC) | Copper-metallized back contact |
| Hanwha Qcells | South Korea, Malaysia, Georgia (US) | Silicon cells; tandem pilot | Building the first large US ingot-to-module chain at Cartersville, Georgia; ramp slipped into 2026 |
| Waaree, Adani, Premier Energies | India | TOPCon, PERC | India adding cell capacity behind domestic-content rules |
| First Solar | US, Malaysia, Vietnam, India | CdTe thin film | No silicon cell step; see Solar Panels |
US plants
US cell plants are restarting the stage that disappeared
Cell production restarted in 2024 after a five-year gap.
| Manufacturer | Site | Technology | Status |
|---|---|---|---|
| Suniva | Norcross, Georgia | Silicon cells | Restarted cell production in 2024 |
| Hanwha Qcells | Cartersville, Georgia | Ingot, wafer, cell, module | Ramping the integrated chain |
| ES Foundry | Greenwood, South Carolina | Silicon cells | Opened in 2025 |
| T1 Energy | G2 Austin, Rockdale, Milam County, Texas | TOPCon cells | Under construction; first cells planned for early 2027 |
| Silfab Solar | Fort Mill, South Carolina | Silicon cells | Cell line under construction |
| Canadian Solar | Jeffersonville, Indiana | Silicon cells | Cell plant built to feed its Mesquite, Texas module plant; first output 2026 |
| First Solar | Ohio, Alabama, Louisiana | CdTe thin film | Integrated module plants; no separate cell step |
| Boviet Solar | Greenville, North Carolina | TOPCon cells | Cell plant in phase two, beside its module plant |
Sources
Sources and scope
- Scope
- Solar Cell Manufacturing
- Sources
- ITRPV 17th edition (VDMA, 2026); PV Tech Research US capacity; company announcements; AustinIO
- Updated
- October 2026