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 for 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

18 hours ago

[SMM PV] National Energy Administration: May PV and Wind New Additions 8.68 GW, 3.79 GW, YoY Declines 91%, 86%

On June 25, the National Energy Administration released the national electricity statistics from January to May. Among them, PV projects: new additions of 59.59 million kW, a YoY decline of 70%; wind power projects: new additions of 25.05 million kW, a YoY decline of 46%.

18 hours ago

Spot Market and China Inventory Brief Review (June 25, 2026) [SMM Silver Market Weekly Review]

18 hours ago

20 hours ago

Silver Market Price Review and Expectations Brief Comment (June 25, 2026) [SMM Silver Market Weekly Review]

20 hours ago