Check out the manufacturers that led the global module market in the first half of the year

According to a recent survey by Solarbe and Solarbe Consulting, which included field visits and in-depth analysis, the six leading PV module manufacturers accounted for more than 60% of global PV module shipments in the first half of 2025.

Leading the way is Jinko Solar, which surpassed the 41 GW mark in modules shipped (excluding cells), maintaining its prominent position with operational stability.

Right behind comes LONGi, driven by the good performance of its BC-type panels in the distributed generation segment and by its strength in strategic bids.

The fight for third place is fierce between JA Solar and Trina Solar, which appeared technically tied, a scenario that will only be better understood after the release of the financial statements in August.

The four largest companies in the sector, together, already hold almost half of the global market. With the addition of Tongwei and Astronergy, this group now controls over 60% of total shipments.

In contrast, all companies ranked between 16th and 30th failed to capture 11,2% of global shipments during the period. This imbalance has raised concerns among executives at smaller companies, who see the market as increasingly inaccessible.

Some even suggest that not only small, but also large inefficient players would need to leave the scene to rebalance the production chain.

In the second quarter, companies focused more on the Chinese domestic market saw an increase in deliveries, driven by a surge in accelerated installations. However, a decline is expected in the third quarter, which could alter the competitive landscape in the coming months.

Another important development is the review of targets by several leading manufacturers, who have begun prioritizing profitability over volume. Read the full study by clicking here

Instead of pursuing significant remittance numbers, these companies are beginning to focus on structural aspects such as technological innovation, financial health, and employee appreciation, factors considered crucial to long-term sustainability.

The preference of European and North American customers also reinforces this trend: in these markets, small price variations are not decisive, while reputation, quality, and technological differentiation carry much more weight in the purchasing decision.

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