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OBPAI Geek Team2026/8/120 阅读

Solar Module Ranking 2026

H1 2026 Solarbe shipments; InfoLink 2025 bands; filings GW; China filter.

solarmodulesJinkoLONGi2026
Solar Module Ranking 2026 - 天梯图与数据榜单

Main table: H1 2026 shipments (Solarbe)

Compiled 2026-08-12. Module volumes move half-year. Solarbe Consulting, 4 Aug 2026, 24 names; ranges copied as published. Cells are a different list.

#MakerGWNote
1JinkoSolar27.7–29.7Q2 14–16; Q1 overseas ~80%
2LONGi26+Text says 26 GW+
3Trina Solar24–26
4JA Solar~24
5Tongwei14–15
6Astronergy11.9Overseas faster
7DMEGC9.7~2/3 overseas
8–9GCL SI / Aiko9–10Tied
10TCL Zhonghuan8.5Stronger in China
Yingli8–9With TCL in the top 10
12Canadian Solar5.6–5.8
13Huayao4.5
14Risen4.3+
15HY Solar / Ronma3.9Tied

Top four sit in 24–30 GW. Canadian Solar pulled volume and landed around 12th.

InfoLink 2025 full-year bands

InfoLink final, 27 Feb 2026. Ranked suppliers ~536 GW, 12 names. Above 30 GW, a gap ≤5% is a tie; below 30 GW, ≤1 GW is a tie. Top four include U.S. plants: Jinko Solar (U.S.), Illuminate USA, T1 Energy, American Panel Solutions (Corning).

RankMakerBand (GW)
1–2 tiedJinko / LONGi80–90
3–4 tiedTrina / JA60–70
5Tongwei30–50
6Astronergy30–50
7GCL SI20–30
8–9 tiedDMEGC / Canadian Solar20–30
10 tiedTCL Zhonghuan / Yingli / DAS Solar20–30

Top four ≈58% of this list. TOPCon ~95% among ranked names; PERC 1–2%. On the margin: First Solar, Aiko, Risen, each over 10 GW. China customs: module exports 267.6 GW (+13%). InfoLink sees China installs 316.57 GW in 2025 → 180–210 GW in 2026.

Filings: exact GW

Where annual reports give a number. Trina only says “over 67 GW”. DMEGC’s 24.9 GW is PV products, cells and modules not split.

#MakerGWDefinition
1JinkoSolar86.8A-share AR; NYSE holdco 86.056
2LONGi86.58BC 22.87
3JA Solar69.563Cell+module incl. 157 MW captive; overseas 51.29%
4Trina>67n-type 95.8%
5Tongwei43.25Overseas 9.52 (+164%)
6GCL SI25.278Solar sales +18.04%
7DMEGC24.9PV products +45%
8Canadian Solar24.3U.S. 8.1
9First Solar17.5CdTe; net sales $5.2bn

Jinko and LONGi differ by 0.22 GW. Astronergy has no full-year exact GW; InfoLink has them 6th.

China makers

Same filings, China HQ. Astronergy uses the InfoLink band.

#MakerGWSource
1Jinko86.8AR
2LONGi86.58AR
3JA69.563AR
4Trina>67AR
5Tongwei43.25AR
6Astronergy30–50InfoLink #6
7GCL SI25.278AR
8DMEGC24.9AR · PV products

How this ranking is put together

Main table: Solarbe H1 2026. InfoLink 2025 is the full-year third-party band. Filings table uses company-disclosed GW only. China table is a filter. Group revenue and inverters sit after the source table. Name tiles. Default rows are S–D.

SourceDateWhat it tracks
Solarbe H1 2026 modules4 Aug 202624 names; ranges as published
InfoLink 2025 global modules27 Feb 2026~536 GW; 12 names; tie rules; U.S. plants
JinkoSolar 2025 ARFY202586.8 GW; CNY 65.492bn
JinkoSolar Holding FY2025 notesame86,056 MW; $9.37bn
LONGi 2025 ARsame86.58 GW; BC 22.87; CNY 70.347bn
JA Solar 2025 ARsame69.563 GW; CNY 49.129bn
Trina 2025 ARsame>67 GW; CNY 66.975bn
Tongwei 2025 ARsameModules 43.25; cells 103.03; CNY 84.128bn
GCL SI 2025 ARsame25,278 MW; CNY 15.343bn
DMEGC 2025 ARsamePV products 24.9 GW; PV revenue CNY 14.3bn
Canadian Solar FY202519 Mar 202624.3 GW; $5.6bn
First Solar 2025 ARFY202517.5 GW; ~$5.2bn net sales
WoodMac 2024 inverters2024Huawei 176 / Sungrow 148 GWac
WoodMac 2026 inverter scorecard2025 shipment yearHuawei / Sungrow still #1

Group revenue

2025 module prices were ugly; volume ≠ profit. Tongwei includes polysilicon, cells and agriculture. $1 ≈ CNY 7.2.

MakerReported~USDDefinition
TongweiCNY 84.128bn$11.68bnGroup (poly / cells / agri)
LONGiCNY 70.347bn$9.77bnConsolidated
TrinaCNY 66.975bn$9.30bnConsolidated
JinkoCNY 65.492bn$9.10bnA-share
JACNY 49.129bn$6.82bnConsolidated
Canadian Solar$5.6bn$5.60bnGroup
First Solar$5.2bn$5.20bnNet sales
GCL SICNY 15.343bn$2.13bnConsolidated
DMEGCCNY 14.3bn$1.99bnPV segment

Jinko net −CNY 6.882bn. LONGi −6.420bn. Trina −7.031bn. JA −4.608bn. GCL −1.166bn. First Solar diluted EPS $14.21.

Inverters

Wood Mackenzie 2024: Huawei 176 GWac, Sungrow 148 GWac, 55% together. 2025 GW detail is not public. 2026 scorecard still has those two on top. Inverters stay here for now.

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