Jingsheng and Gaoce Enter Tesla PV Supply Chain, 2026 Delivery on Track

Published: Apr 17, 2026 13:10

Save

[SMM Flash] Recently, publicly available market information showed that Jingsheng Mechanical & Electrical and Gaoce Technology successively entered Tesla's 100GW PV entire industry chain supply chain in Texas, US, with core equipment orders to be delivered in concentrated batches in 2026. According to an SMM survey, Jingsheng Mechanical & Electrical secured a 10GW silicon wafer production line order from Tesla, supplying 210mm monocrystalline furnaces, quartz crucibles, and slicing equipment, expected to be completed in Q3, with an order value of approximately 3 billion yuan. Gaoce Technology won the slicing equipment order, focusing on large-size, ultra-thin silicon wafer processing, to be delivered in H2 2026.

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

14 hours ago

[SMM PV Flash News] SEG Solar's Third Manufacturing Facility Bringing Annual Manufacturing Capacity to 10.6 GW

[SMM PV Flash News: SEG Solar's Third Manufacturing Facility Bringing Annual Manufacturing Capacity to 10.6 GW] SEG Solar, a US-based solar module manufacturer, has announced plans to build its third US module manufacturing facility in Texas, with an annual production capacity of 4.6GW, bringing the company's planned total capacity to 10.6GW. SMM believes that SEG Solar's continued capacity buildout aims to deepen US localization not just at the module assembly level, but progressively upstream as well, as SEG has already initiated planning for an ingot and wafer facility in Indonesia. That said, near-term supply chain resilience will therefore likely continue to depend on a hybrid model combining domestic module capacity with strategically diversified upstream sourcing outside China.

14 hours ago

Jun 1, 2026 14:49

[SMM PV] A Sneak Peek at SNEC PV Materials Exhibition Booths!

Latest! 2026 SNEC Exhibition Floor Plan, PV Materials Located in Hall 2.2H

Jun 1, 2026 14:49

Jun 1, 2026 09:35

[SMM PV] Solar Energy Discloses 2026 Expansion Plan, Perovskite Pilot Line to Be Completed by Year-End

Solar Energy Company recently disclosed that it plans to add new power stations with a total capacity exceeding 13.3 GW in 2026, representing an 18.55% increase over 2025. Meanwhile, the company's perovskite technology pilot line is expected to be completed by year-end, continuously advancing the industrialisation of next-generation PV technology.

Jun 1, 2026 09:35