From the perspective of the overall industry landscape, the top 10 global PV module shippers in the first quarter of 2026 exhibited a distinct tiered structure. The gap in shipment volumes between the leading companies and the rest of the pack widened further, and industry concentration continued to rise.
Four companies shipped more than 10 GW during the quarter, in order: JinkoSolar (13.7 GW), LONGi (12.62 GW), Trina Solar (12–13 GW), and JA Solar (11.87 GW). These four manufacturers accounted for more than half of the total shipments of the top ten, having established a relatively solid barrier for the leading group through their global channel coverage, vertically integrated production capacity, and first-mover advantages in technology routes.
JinkoSolar continues to hold the top spot in global shipments for the first quarter. According to its business plan, JinkoSolar’s annual module shipment target for 2026 is 75–85 GW. The company will focus on TOPCon high-power products and a scenario-based product portfolio, with high-power products of 640 and above expected to account for over 60% of total shipments for the year. The currently mass-produced Tiger Neo 3.0 series modules have power ratings ranging from 650W to 655W, with a maximum of 670W, and a module conversion efficiency of 24.8%, maintaining industry-leading performance in both utility-scale and distributed applications.
Second-tier manufacturers’ first-quarter shipments were concentrated in the 4–7 GW range. Overall, a clear “gap” has emerged between the shipment volumes of the top four manufacturers and those of the second tier. The trends of industry capacity rationalization and order concentration among leading enterprises are fully reflected in the first-quarter data.
