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 3 hours ago
Report timeline
Follow the reports to see the story from each side.
- 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.
Heat trend for this story
Current heat 9·Peak in comparable range 10 (Oct 11, 22:00)·24-hour change in comparable range –
The trend compares only the same participants observed continuously, so its range can be narrower than the current heat count. Move the pointer or click the chart for hourly heat; on a keyboard, use the left and right arrow keys.