2025-07-29
While the photovoltaic industry remains embroiled in debates over N-type technology pathways, Tongwei has delivered an undeniable answer with its achievement of 100GW module shipments in under three years: The speed of technological iteration is the core variable defining the future.
From August 2022 to the present, this silicon material and cell giant entered the module market as a "crossover dark horse," not only shaking up the global module market landscape but also declaring the PV industry's official entry into a new cycle of "efficiency dominance" with the world record power of 790W+ for N-type modules (as of April 2025).
Tongwei's intelligent manufacturing production line for high-efficiency modules
1
From "Follower" to "Leader of the Industry"
Armed with TNC high-efficiency cell technology, Tongwei modules leverage innovations like PECVD substrate processes, secondary sintering, high-density encapsulation, and gap film lamination to push mass-produced module power beyond 700W, offering a "prescription" for the industry's critical transition from P-type to N-type.
More crucially, in less than three years, Tongwei has accelerated its evolution from PERC to TNC 1.0 and then to TNC 2.0. Public data shows that through optimized optical/electrical designs and proprietary technologies including 908 (Tongwei's self-developed 0BB tech), TPE, steel screen printing, and Poly Tech, Tongwei modules have achieved a record 778.5W output—60W higher than industry peers for equivalent models—igniting an industry-wide "tech race" driven by efficiency.
Skeptics once questioned: Can a silicon material giant master modules? From initiating module R&D in 2013, breaking world records with PERC shingled modules in 2018, formally entering the module market in 2022, to ranking among global top-five suppliers for 2023-2024, Tongwei answered with over a decade of technological accumulation. As industry insiders remarked, "Tongwei's breakthrough is the inevitable outcome of a long-distance technology runner."
2
No Baggage, Only Acceleration
Unlike established players burdened by legacy capacity, Tongwei directly deployed cutting-edge N-type production lines while synchronizing R&D with capacity expansion, allowing it to win large orders in central state-owned enterprises' centralized procurement. Within two years, it achieved full coverage of "Big Five & Small Six" power generation groups and secured GW-scale orders from SOEs like Three Gorges and China Resources.
Tongwei also excels in distributed module markets. 2024 data shows it led China's distributed module shipments, with deep partnerships across distributors, channels, and platform clients.
Analysts note this dual-market success reflects Tongwei's technological dividends and supply chain influence.
3
Technological Iteration Accelerates Industry Differentiation
Backed by robust technological prowess from its Global R&D Center, Tongwei has strategically positioned itself across mainstream technologies such as TOPCon, HJT, BC, and perovskite/crystalline silicon tandem cells. This comprehensive approach encompasses all major future technologies for solar cells and modules, mitigating risks associated with a singular technological pathway while simultaneously laying the groundwork for the next technological revolution.
Industry experts believe Tongwei's rapid ascent offers crucial insights for the sector. The pace and depth of technological iterations are becoming the critical determinants of corporate competitiveness, necessitating that all participants prioritize their technology strategies. Leading enterprises must strike a balance between capacity deployment and technological advancement, while others urgently need to explore differentiated technological paths or collaborative models to adapt to the accelerating pace of innovation. Tongwei's practices validate that the competitive focus in the PV industry has shifted entirely towards long-term technological reserves and iterative capabilities.
Furthermore, while Tongwei's module business spans over 70 countries and regions, its presence in the European and American markets still lags behind established players. Analysts suggest that to truly "reconstruct the global PV landscape," Tongwei needs to deploy more key strategies in overseas channel construction and localization.
Tongwei signed a tripartite strategic partnership agreement with Memodo and Elix Group
4
The Data Behind Tongwei's 100GW
Industry insiders indicate that Tongwei's 100GW milestone epitomizes the transformation of China's PV industry from a "manufacturing giant" to a "technological powerhouse." As the industry moves beyond subsidy dependence and the accumulation of low-end capacity, technological cultivation and supply chain synergy are poised to become the new competitive advantages.
Tongwei's practices reveal a deeper industry proposition: as the PC industry enters a new phase of "technology, market, and policy" interplay, the true leaders must simultaneously master the innovation speed in the laboratory, the cost control capabilities of production lines, and the strategic flexibility in the global chessboard. The competition for the next 100GW may no longer be solely about capacity, but rather a preview of the restructuring of the entire industrial ecosystem. This technology breakthrough, led by Chinese enterprises, may redefine the global green energy landscape.