U.S. Solar Tracker Suppliers' Shift to Integrated Systems via M&A
What happened
pv magazine reports that U.S. solar tracker suppliers are pursuing mergers and acquisitions to move beyond trackers into adjacent components. The article names NextPower, Array Technologies and GameChange Energy as the leading acquirers, with NextPower spending more than $1.1 billion. It attributes the shift to a saturated domestic tracker market, forecast declining U.S. tracker shipments from 2026 to 2035, and the roughly 10% share of utility-scale solar capex that mounting systems represent. The report is a market analysis; it states no regulatory measure, effective date or compliance deadline.
Generated by AI from the reports · updated 17 days ago
Report timeline
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- pv magazine (Global)pv magazine analysis: U.S. solar tracker suppliers shift to integrated systems via M&A
pv magazine reports that U.S. solar tracker suppliers are pursuing mergers and acquisitions to expand beyond trackers into adjacent components, citing NextPower, Array Technologies and GameChange Energy as the leading acquirers, with NextPower spending more than $1.1 billion. The article attributes the shift to a saturated domestic tracker market, forecast declining U.S. tracker shipments from 2026 to 2035, and the roughly 10% share of utility-scale solar capex that mounting systems represent. It also cites the Section 45X credit and the 10% domestic content bonus as incentives to manufacture in the United States, and notes the EU's Carbon Border Adjustment Mechanism entered into force in January 2026.