Push localization! Big Photovoltaic Countries Set Restrictions on Silicon Wafer Procurement Again

2026-03-19 16:42:57

According to the Ministry of New and Renewable Energy of India, the government has extended the application of the Approved Model and Manufacturer List (ALMM) framework to solar silicon ingots and wafers to strengthen the development of the country's photovoltaic manufacturing industry.

According to India's Ministry of New and Renewable Energy, The government has extended the Approved Type and Manufacturer List (ALMM) framework to solar ingots and India's Ministry of New and Renewable Energy has launched ALMM List-III for silicon ingots and wafers." The list will take effect on June 1 , 2028.

Previously, on September 2, 2025, India's new energy and renewable sector proposed to include silicon wafers in the ALMM list.

The department said that from June 1, 2028, all solar projects, including net metering projects and open access projects, must use silicon wafers listed by ALMM.

Reported that, according to the new regulations, after the first release of ALMM List-III for 7 days, all bidding projects submitted in accordance with the provisions of the Electricity Law must explicitly use silicon wafers that meet the requirements of ALMM List-III in the bidding documents .

The first ALMM List-III list will not be released until at least 3 independent manufacturers are in production in India with a total capacity of 15 GW . Manufacturers also need to have the same scale of silicon ingot production capacity to meet the qualification requirements, in order to promote the upstream integration of the industrial chain .

At the same time, the government has also set up a protection mechanism for existing projects to ensure that projects under construction or contracted projects are not affected by the new regulations, while the previous policy on local content requirements remains unchanged.

In response to the launch of ALMM List-III, India's Minister of New and Renewable Energy, Pralhad Joshi, said in a social media post that the move was a key step in strengthening India's solar manufacturing ecosystem. The move will boost domestic capacity, increase supply chain resilience and reduce reliance on imported PV products.

According to Mercom India's latest research report on the status of photovoltaic manufacturing industry in India 2026, New PV in India in 2025 cumulative module capacity is 210 GW. The battery capacity is about 27 GW .

Among them, the PV module capacity in the ALMM List-I list is 173.1G W, and the battery capacity in the ALMM List-II list is nearly 26.

In 2025, the country imported a total of 99 GW of photovoltaic cells and modules, of which 75% were batteries and 25% were modules.

It can be seen that the battery sector has become the most prominent structural short board in India's photovoltaic manufacturing system.

In order to further promote the development of local photovoltaic cell manufacturing capacity, a week ago, on March 10, the Indian Federal Cabinet approved the relaxation of foreign direct investment regulations in countries bordering India on land.

Foreign investment will be allowed into manufacturing sectors such as electronic components, capital equipment and solar cells . Majority ownership and control of the investee enterprise must always be in the hands of an Indian resident citizen or an Indian entity controlled by him.

The Indian government also said in an official statement that if it involves specific areas of manufacturing such as capital equipment, electronic capital equipment, electronic components, polysilicon and silicon ingot-silicon wafers . The review and decision shall be completed within 60 days.

In response, Indian media said that by relaxing investment regulations, India may want to encourage Chinese companies to set up local manufacturing plants in India in a "trade-for-investment" manner.

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