New PV manufacturing capacity added in the U.S. during 2025
The opening session of PV CellTech USA 2025 will hear from some of the companies that have set up new PV manufacturing facilities in the U.S. during 2025, including a focus on c-Si wafer and cell production lines. Technology-choice, production equipment installed and progress towards full line utilization rates will be discussed, including what to expect from capacity expansions planned for 2026 and beyond.
Coffee Break
U.S. PV manufacturing policy perspectives, threats & opportunities moving into 2026
This session will hear from the key stakeholders in the U.S. setting, influencing and helping to understand what the current round of policies means for domestic manufacturing incentives on offer and how this may evolve during the remaining three years of the presidential term. The importance of foreign entity of concern (FEOC) will also be addressed and discussed.
Lunch
Progress towards a PV manufacturing eco-system in the U.S. & creating domestic supply channels
This session focuses on U.S. manufacturing of the key components needed to establish a PV manufacturing eco-system, including: backsheets and films, glass, silver and copper powder and paste, frames, trackers and other balance-of-systems components.
Coffee break
Technology choice & roadmap plans for existing & planned U.S. c-Si cell capacity
The final session on Day 1 of PV CellTech USA 2025 focuses on the decision making behind the technologies chosen for the first ‘wave’ of new c-Si cell capacity in the U.S., covering issues such as patent protection/risk, equipment availability and technology maturity. New home-grown technologies will also be featured, including how these can be transferred from R&D to mass production in the U.S. in the coming years.
Operating a profitable & sustainable PV manufacturing business in the U.S. out to 2030 & beyond
The long-term viability of U.S. PV manufacturing depends on a range of different factors being met, not simply building factories and ramping up production. This opening session of Day Two of PV CellTech USA 2025 will focus on the strategies of companies to operate profitably and avoid debt becoming a prohibitive ongoing concern. Topics such as pure-play or vertically integrated will be addressed, set against forecasts for component pricing and incentives on offer through the value-chain moving forward. The session will also address one-product over-dependence and how companies can de-risk operations from cyclic end-market dynamics.
Coffee Break
The role of overseas PV expertise & inward investments to fast-track state-of-the-art PV manufacturing in U.S
The first ‘wave’ of new manufacturing capacity in the U.S. has seen strong engagement from overseas entities headquartered in countries such as South Korea, India, China, Germany, Japan, Turkey, and Canada. Without the involvement of these research institutes, equipment suppliers and PV manufacturers, the landscape of PV manufacturing for c-Si cells and modules would have looked very different. This session will hear from some of the leading overseas entities that have been instrumental to domestic U.S. PV manufacturing to date, while looking at how stakeholders in these countries, and others, can plan to remain engaged with subsequent phases of U.S. capacity additions.
Innovation in U.S. owned PV processes & companies seeking to introduce disruptive technologies into the domestic manufacturing eco-system
Returning for its third year, this highly popular session at PV CellTech USA 2025 will hear from a range of new start-ups and early-stage VC-funded companies in the U.S. that have developed proprietary processes and tooling that could be used in the next generation of domestic PV capacity deployed. A review will also be undertaken, looking at the fortunes of some of the companies that have presented at this session of PV CellTech USA in the past couple of years.
Beyond domestic PV consumption: towards a thriving U.S. PV manufacturing eco-system that can expand business to overseas markets
To become a globally significant force, U.S. owned PV manufacturing entities should ideally have a blend of domestic and overseas revenue streams, likely served by having manufacturing abroad. This closing session will present scenarios under which this could come to fruition, including the challenges that would need to be overcome.