Sinovoltaics Charts Future of Solar Manufacturing in Southeast Asia

Hong Kong-headquartered Sinovoltaics has released its first edition of the Southeast Asia Solar Supply Chain Map 2025 report. The market insights series features maps for the region - showcasing existing and future solar module manufacturers alongside their critical suppliers in solar cells, wafers, ingots, and polysilicon.

Key Insights

The Southeast Asian edition highlights growing disruption caused by US import tariffs, which have significantly impacted operational capacities in countries such as Vietnam, Thailand, and Cambodia - once seen as key alternatives to China for solar manufacturing.

In response, a shift in activity is underway toward Laos and Indonesia, which remain outside the scope of the tariffs. Some manufacturers are redirecting exports to Europe, while others are exploring emerging hubs like the Middle East.

[caption id="attachment_104961" align="aligncenter" width="781"] Solar Supply Chain - South East Asia
Source: Sinovoltaics[/caption]

The report also highlights new market entrants, including ICA Solar and United Renewable Energy (URE), who have recently expanded operations in the region.

Strong PV Growth in Southeast Asia

Southeast Asia is experiencing one of the fastest growth rates globally in solar manufacturing capacity. The region’s current nameplate photovoltaic (PV) module capacity stands at 86 GW, with expansion plans pushing this figure to 101 GW by 2028 or 2030.

Further, the cell manufacturing capacity, currently at 51.3 GW, is expected to grow to 69.8 GW by 2030. Ingot production is projected to nearly double, from 16 GW to 30 GW, driven by a significant increase in polysilicon capacity from 82,000 metric tonnes to 342,000 metric tonnes.

Additionally, the region is expected to add 102,000 metric tonnes of metallurgical-grade silicon (MG-Si) capacity to support upstream production.

About Sinovoltaics Solar Supply Chain Maps

Sinovoltaics’ Solar Supply Chain Maps offer a region-specific view of the solar manufacturing ecosystem. They cover North America, Europe, Southeast Asia, and India. The maps track facility expansions, manufacturer directories, and shifting trade routes amid global policy changes.

Find the Sinovoltaics maps here.