Market Report

Intersolar Europe 2026 was held in Munich from June 23 to 25, local time. Leading PV companies showcased their latest advances in n-type TOPCon, BC, perovskite, and other high-efficiency technologies. Module efficiency and power output continued to reach new highs, reflecting intensifying competition in high-efficiency technologies as the industry accelerates toward higher efficiency and greater value.

Drawing on insights from this year's exhibition, InfoLink guides you through the latest developments in the European market, supply chain dynamics, and technology evolution. The report also examines key industry topics and shares our observations and outlook for future market trends.
 

• European market and supply chain analysis
• Supply chain trends and key topics during Intersolar 2026
• Intersolar 2026 exhibit analysis
 

Welcome to download the《Intersolar Europe 2026 Post-Event Report—PV Lite》→ Click the【Access File】button below.
 

For in-depth access to first-hand exhibition analysis, technology trends, and market insights, we invite you to purchase the《Intersolar Europe 2026 Post-Event Report—PV》full edition. You can also enjoy complete reports covering four major key exhibitions (SNEC, Intersolar, RE+, REI) all at once.【Order Now】

 

At Intersolar Europe 2026, Chinese suppliers continued to lead key industry trends. In the large capacity cell segment, the industry continued its transition toward higher capacity platforms, with 587/588 Ah remaining the leading third-generation cell formats, while 648 Ah cells also continued to attract strong market interest. At the system level, with capacity and compliance considered in parallel, 10-foot containers became the preferred lightweight solution for meeting weight restrictions. Product offerings in the C&I storage segment continued to expand, while residential energy storage systems (ESS) evolved beyond backup power applications toward broader use. At the same time, more than half of residential storage suppliers expanded into the C&I and utility-scale storage markets, further broadening the competitive landscape.

• Market supply and demand overview
• Material manufacturer developments
• Utility-scale storage product trends
• Behind-the-meter (BTM) storage product trends
• Key non-China manufacturer developments

 

Welcome to download the《Intersolar Europe 2026 Post-Event Report—ESS Lite》→ Click the【Access File】 button below.

For in-depth access to first-hand exhibition analysis, technology trends, and market insights, we invite you to purchase the《Intersolar Europe 2026 Post-Event Report—ESS》full edition. You can also enjoy complete reports covering four major key exhibitions (SNEC, Intersolar, RE+, REI) all at once. 【Order Now】

 

The 19th SNEC International Photovoltaic Power Generation and Smart Energy Conference & Exhibition (SNEC PV+ Expo) opened at the National Exhibition and Convention Center (Shanghai). Amid the current weak market demand and ongoing cost-reduction by manufacturers in response to the industry downturn, it was observed that visitor traffic at dedicated PV booths declined this year, while booths showcasing integrated PV-plus-storage solutions attracted a higher number of visitors.

InfoLink guides you through today’s trending topics and provide forward-looking analysis of market trends.
 

•Exhibition Highlights: Integrated PV-plus-storage integration, AIDC, trade barriers, and space-based PV emerged as key topics.

•China’s demand policy: Incremental demand contracts in 2026, while long-term demand remains positive under the 15th Five-Year Plan

•Supply chain dynamics during SNEC: Persistent supply-demand mismatch across main and auxiliary materials keeps market conditions weak.

•Technology highlights: High-efficiency technologies accelerate iteration; 700+ W modules continue to scale; perovskite leads the next-generation technology roadmap.

Welcome to download the《SNEC 2026 Post-Event Report—PV Lite》→ Click the【Access File】 button below.

For in-depth access to first-hand exhibition analysis, technology trends, and market insights, we invite you to purchase the《SNEC 2026 Post-Event Report—PV》full edition. You can also enjoy complete reports covering four major key exhibitions (SNEC, Intersolar, RE+, REI) all at once. 【Order Now】

 

SNEC PV+ 2026 exhibition centered on PV-plus-storage integration and AI-driven digitalization. Large-capacity cells, particularly 587 Ah and 588 Ah models, continued to define the mainstream direction of utility-scale storage, while applications such as coordination between computing and power systems moved rapidly into deployment. C&I energy storage systems (ESS) also entered the era of large-capacity cells. Despite ongoing policy uncertainties across global markets, the industry’s momentum in technological innovation and application expansion remained robust. At the same time, grid-forming power conversion system (PCS) solutions have evolved from a concept into a standard market offering. The residential storage sector continued to demonstrate strong growth, accelerating toward integrated stacked designs and broader ecosystem development across a wider range of scenarios. Overall, the exhibition demonstrated the industry’s resilience as it continues to advance steadily through multi-path innovation despite mounting pressure from global market uncertainties.
 

• Market supply and demand overview

• Utility-scale storage product trends

• Behind-the-meter (BTM) storage product trends

• PCS product trends

• Appendix
 

Welcome to download the《SNEC 2026 Post-Event Report—ESS Lite》→ Click the【Access File】 button below.

For in-depth access to first-hand exhibition analysis, technology trends, and market insights, we invite you to purchase the《SNEC 2026 Post-Event Report—ESS》full edition. You can also enjoy complete reports covering four major key exhibitions (SNEC, Intersolar, RE+, REI) all at once. 【Order Now】

 

The supply chain is the heartbeat of renewable energy’s tripling target.

 

By the end of 2024, global solar PV installations surpassed 2.1 TW, and energy storage capacity also quadrupled compared to 2021, approaching 180 GWh. To support this massive growth, solar PV and energy storage have not only achieved breakthroughs in technology and costs, but have also driven rapid supply chain expansion, triggering new waves of disruption in 2025. The real battleground is not just where systems are installed, but across every link of the global supply chain.

The global solar PV and energy storage supply chains are facing a critical test. Rapid policy shifts, raw material price volatility, the geographic reshaping of manufacturing, and rising low-carbon standards are all challenging their scalability and resilience. From polysilicon, wafers, cells, and modules to inverters and system integration in solar PV, and from critical minerals to lithium batteries and integration in energy storage—whether the world can meet the renewable tripling target and advance the energy transition over the next five years will depend on the stability, flexibility, and sustainability of the solar PV and energy storage supply chains.

In "On the Road to Net Zero: A Forecast to 2030 For Solar and Energy Storage White Paper," InfoLink, at the pivotal point of 2025, summarizes the developments of 2024 and offers clearer observations on the global course ahead:

• Policy-driven growth in major markets
• Competitive races and geopolitical shifts in key materials and capacities
• Technological evolution reshaping supply chain dynamics

Over the next five years, the solar PV and energy storage supply chains will not merely support the energy transition—they will be the strategic key players.

This White Paper is intended both as a compass and a call to action.

From 2025 to 2030, the golden window of six years of challenges, only by advancing together can we build a future anchored by renewable energy and sustainable development.

InfoLink provides essential insights into renewable energy deployment, with a focus on market trends in China, the U.S., and Europe (EU and the U.K.). As the world strives for net-zero carbon emissions by 2050, this report highlights the critical expansion needed to stay within the 1.5°C and 2°C global warming limits.

This 2024 white paper examines two major aspects: solar and energy storage, shedding light on the progress of renewable energy development:

• To limit global warming to 1.5°C and 2°C by 2030, 8.5 TW and 5 TW of renewable energy capacity are needed, respectively. Global capacity may exceed 10 TW, but there’s still a 2.5 TW shortfall.
• Global electricity demand is projected to reach 37,091 TWh by 2030, driven by economic recovery and growth in developing nations. Renewables must expand beyond the current 30% share to reduce emissions.
• Despite rapid renewable growth, political and financial constraints in developing economies, along with continued reliance on coal and natural gas, highlight the need for stronger renewable policies and innovation.

 

• Report format: PDF
• Release time: August 2024
• Language: Chinese/English

 
 

InfoLink focuses on China, the U.S., Europe ( EU and the U.K. ), providing an overview of renewable energy installation targets and actual progress, supply-demand dynamics in the supply chain, the decline in LCOE, and the impact of the Inflation Reduction Act of the U.S.

This white paper examines three major aspects: solar, wind, and energy storage, shedding light on the progress of renewable energy development:

• Despite surging commodity prices and supply chain costs in 2022, the LCOE of solar remains notably lower than that of traditional energy sources in the three markets. Solar power has become the most-installed renewable energy, and its annual installation rate continues to rise.
• Wind power still has room for cost reduction due to ongoing technological advancements, particularly in the development of offshore wind power, which has seen accelerated growth in recent years.
• With the rapid expansion of cell production capacity by companies in recent years, global cell supply and demand will reach a balance after 2025. This will further drive down the cost of energy storage. Rapidly increasing installed solar and wind capacity will ramp up the development of energy storage.

 

• Report format: PDF
• Release time: June 2023
• Language: Chinese/English