【SMM PV News】Canadian Solar: 2026 US Market Module Shipments Expected to Reach 6.5-7GW

Published: Mar 23, 2026 14:51
On March 19, Canadian Solar Inc. (CSIQ) disclosed its 2025 results and 2026 outlook. Data shows Q4 2025 module shipments were 4.3GW. Full-year 2025 module shipments reached 24.3GW (with a record 8.1GW delivered to the US market), and energy storage shipments hit 7.8GWp. Regarding overseas capacity, the 5GW module plant in Texas is fully operational and is planned to expand to 10GW in H2 2026; the phase I (2.1GW) HJT cell plant in Indiana expects trial production in April 2026. Looking into 2026, Q1 module shipments are estimated at 2.2-2.4GW, and full-year US market module shipments are projected to reach 6.5-7.0GW.

Data Source Statement: Except for publicly available information, all other data are processed by SMM based on publicly available information, market communication, and relying on SMM‘s internal database model. They are for reference only and do not constitute decision-making recommendations.

For any inquiries or to learn more information, please contact: lemonzhao@smm.cn
For more information on how to access our research reports, please contact:service.en@smm.cn
Related News
【SMM PV News】Photoelectric Conversion Efficiency of Triple-Junction Solar Cell Reaches 30.02%
58 mins ago
【SMM PV News】Photoelectric Conversion Efficiency of Triple-Junction Solar Cell Reaches 30.02%
Read More
【SMM PV News】Photoelectric Conversion Efficiency of Triple-Junction Solar Cell Reaches 30.02%
【SMM PV News】Photoelectric Conversion Efficiency of Triple-Junction Solar Cell Reaches 30.02%
Mar 23 - According to a research report published by Swiss scientists in the latest issue of Nature, they have ingeniously combined perovskite and silicon materials to create a novel "sandwich" structured solar cell. The bottom layer of this cell is silicon-based, while perovskite thin films are deposited on the middle and top layers. Its photoelectric conversion efficiency has reached an impressive 30.02%, far exceeding the previous certified record of 27.1%.
58 mins ago
【SMM PV News】Symposium on Mandatory National Standards for PV Modules Held in Beijing
1 hour ago
【SMM PV News】Symposium on Mandatory National Standards for PV Modules Held in Beijing
Read More
【SMM PV News】Symposium on Mandatory National Standards for PV Modules Held in Beijing
【SMM PV News】Symposium on Mandatory National Standards for PV Modules Held in Beijing
Mar 20 - A symposium on two mandatory national standards, "Safety Requirements for PV Modules" and "Nameplate Identification Requirements for PV Modules," was held in Beijing on Mar 19 to advance their formulation and implementation. Xiong Jijun, Vice Minister of MIIT, delivered a speech. The meeting stressed that PV manufacturers must strengthen standard guidance and safety supervision. State-owned power generators should optimize bidding mechanisms, benchmark standards early in procurement, and prioritize safety. All parties must collaborate to drive the PV industry from "scale-leading" to "value-leading," fostering safe and reliable competition, and solidifying national energy security.
1 hour ago
【SMM New Energy News】NEA to Actively Promote Diverse Clean Energy Development During 15th Five-Year Plan
1 hour ago
【SMM New Energy News】NEA to Actively Promote Diverse Clean Energy Development During 15th Five-Year Plan
Read More
【SMM New Energy News】NEA to Actively Promote Diverse Clean Energy Development During 15th Five-Year Plan
【SMM New Energy News】NEA to Actively Promote Diverse Clean Energy Development During 15th Five-Year Plan
Mar 23 - The China Development Forum 2026 opened in Beijing yesterday. Wan Jinsong, Deputy Director of the NEA, stated that during the "15th Five-Year Plan", China will actively promote diverse clean energy sources, including wind, photovoltaics (PV), nuclear, and biomass, building a resilient new energy system with multi-energy complementarity. China will also drive the deep integration of energy and digital revolutions. Furthermore, China will uphold an open and cooperative attitude to jointly maintain the stability of the global new energy supply chain, establish a transparent and non-discriminatory international energy market, and facilitate the global free flow of new energy products, technologies, and services.
1 hour ago