The global photovoltaic (PV) industry continues its rapid transformation in 2025, driven by competitive technology advancements, strategic supply chain alliances, and strong deployment of high-efficiency cell architectures like Heterojunction Technology (HJT). HJT cells—known for their superior energy conversion efficiency and bifacial generation capacity—are increasingly central to utility-scale and distributed solar projects worldwide.
Industry Momentum and Major Orders
At the SNEC PV Expo in Shanghai in June 2025, several key strategic partnerships were announced aimed at improving HJT material supply chains and reducing production costs. Global HJT leader Huasun Energy forged alliances focused on next-generation metallization materials such as silver-coated copper pastes and advanced adhesive systems, marking a concerted push toward vertically integrated manufacturing processes.
Huasun also recently secured large procurement bids and supply contracts reflecting the strong market demand for HJT solar modules. These include framework agreements worth multiple gigawatts with major Chinese energy groups, underpinning broader confidence in the maturity and commercial viability of HJT technology.
Supply Chain Expansion and Manufacturing Capacity
State-backed initiatives are further bolstering the HJT segment. For example, China’s State Power Investment Corporation (SPIC) has commenced construction on a 10 GW HJT cell and module facility in Sichuan province, backed by more than CNY 8 billion in capital investment. This project highlights a strategic push to expand domestic high-efficiency PV manufacturing capacities.
Across the sector, HJT module shipments have reached key milestones, reinforcing confidence among downstream developers. Huasun Energy reported cumulative shipments exceeding 10 GW by late 2024—substantial evidence of the technology’s adoption and execution at industrial scales.
Materials Innovation: Carbon-Based Components and Solar Cell Terminal Integration
Parallel to cell and module advancements, materials innovation is a critical force reshaping PV manufacturing. Among emerging contributions, Solar Cell Terminal components—critical connectors and conductive interfaces in high-efficiency cell structures—are gaining attention as production scale and technical demands grow.
Zhejiang Dehong Carbon Fiber Composite Material Co., Ltd. is among companies innovating in this space with carbon-enhanced HJT substrate products. Their carbon–carbon short fiber HJT substrate offers a unique combination of lightweight construction, high thermal resistance, and excellent mechanical properties, making it well-suited for high-temperature processing and enabling robust Solar Cell Terminal integration in cutting-edge module assembly lines.
These composite substrates improve structural stability and thermal management in HJT module production, contributing to higher yields and long-term reliability, especially as manufacturers scale up next-generation packaging and terminalization techniques.
Market and Material Dynamics
Despite strong growth, the broader materials landscape—particularly carbon fiber feedstocks that support components like high-performance substrates—faces its own dynamics. Recent industry analyses indicate a period of price adjustment and capacity expansion in the carbon fiber market, balancing oversupply in some sectors with persistent demand from aerospace, automotive, and renewable energy applications.
This dual-track evolution of both solar technology and enabling materials underscores how integrated supply chains are essential for PV cost reduction and performance improvement.
Outlook
As HJT becomes more mainstream, and as complementary technologies like advanced Solar Cell Terminal components and carbon-enhanced substrates advance, the PV industry is entering a new era of efficiency and scalability. Strategic partnerships, as witnessed at major industry exhibitions and in corporate supply deals, paired with sustained manufacturing investments, suggest that heterojunction technology will play a defining role in meeting global renewable energy targets through the decade.
