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A quarterly report based on analysis of financial reports from publicly traded manufacturers and industry association data

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The report covers:

  • Current and forecast manufacturing capacity and production through the supply chain:
    • Polysilicon
    • Ingot/wafer
    • Cell
    • Module
  • End-demand estimates/forecasts by region
  • Market consolidation trends
  • Analysis of key market changes and events

PV market update report

Exawatt’s quarterly market update is used by stakeholders throughout the supply chain to inform their understanding of market trends, key players, and future PV demand. Exawatt periodically tracks over 100 publicly traded companies in the PV supply chain and has built an understanding of the major manufacturers, their product types, manufacturing costs, selling prices and technology roadmaps.

In 2023, Exawatt was acquired by CRU, a business intelligence company that helps users gain a unique perspective of different commodity markets and supports material input for our existing market tracking.

Meet the solar PV team

Alex Barrows

Head of PV

Alex Barrows

Alex heads up Exawatt’s solar PV research, with a particular focus on forecasting the efficiency and cost evolution of solar technologies in order to understand when and how new technologies will influence the PV market. He obtained his PhD in the physics of perovskite-based solar cells from the University of Sheffield.

Molly Morgan

Senior Research Analyst (PV)

Molly Morgan

Molly supports the PV team by tracking and forecasting evolutions in solar module efficiency and architecture, as well as providing analysis of capacity, production, and financial data for PV manufacturers. She has an undergraduate degree in Physics and a postgraduate degree in Solar Cell Technology, both from the University of Sheffield.

“Exawatt’s PV module manufacturing intelligence is second to none. A fundamental understanding of PV module technologies and manufacturing processes lies at the heart of what Exawatt does. Leveraging this fundamental understanding is what sets Exawatt apart and drives their unique insights.”

Jim Sorensen
Director of Product Management, Array Technologies

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