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The California Independent System Operator (CAISO) Board of Governors has approved the ISO’s 2025-2026 transmission plan, according to the source. The plan accommodates 45GW of new solar photovoltaic capacity.
A total of 38 projects were recommended to meet increasing demand over the coming decade, with half of these projects driven by forecasted load growth. The estimated cost for these projects over the next ten years is more than half of US$6.7 billion, a figure reduced from the initially projected US$7 billion a month earlier.
The approved transmission plan will enable the addition of 45GW of new solar PV capacity in several regions: the Westlands areas in the Central Valley, Tehachapi, the Kramer area in San Bernardino County, Riverside County, as well as parts of southern Nevada and western Arizona.
Solar PV is the technology that will benefit the most from this plan. Co-located battery storage projects will also gain access across the state, while standalone storage will benefit for locations closer to major load centers in the LA Basin, the greater Bay Area, and San Diego.
In the 2025-2026 plan, CAISO’s analysis of grid congestion identified the need for a new 500-kilovolt line to reduce congestion along the Path 15 corridor, a major north-south transmission route. The recommended alternative will be refined in next year’s planning, as additional engineering is required before a final recommendation.
According to the ISO, this upgrade will support renewable energy development in southern California, as well as in Fresno and Kings counties.
If all the additional solar PV capacity is installed over the next ten years, it would bring California to the 100GW milestone. The state currently has 55GW of installed solar PV as of the end of March 2026, according to data from the Solar Energy Industries Association (SEIA).
The transmission plan is based on projections from the California Energy Commission (CEC), which expect California’s load to grow by 15GW by 2035 and 20GW by 2040. Installed resource capacity will need to increase by over 74GW and 107GW, respectively, in the same time frames.
According to the CEC, load growth in the coming years will be driven by building and transportation electrification, manufacturing, and large loads such as data centres.
Neil Millar, the ISO’s vice president of transmission planning and infrastructure development, stated that the organization is constantly striving to meet system needs affordably, and that this year’s plan does so while ensuring the right infrastructure is in place for new resources being added. Additionally, 12 of the reconductoring projects in this year’s plan will increase transmission capacity without requiring new transmission lines.
Interactive table based on the Store Companies dataset for this report.
This report provides a comprehensive view of the solar cells and light-emitting diodes industry in the United States, tracking demand, supply, and trade flows across the national value chain. It explains how demand across key channels and end-use segments shapes consumption patterns, while also mapping the role of input availability, production efficiency, and regulatory standards on supply.
Beyond headline metrics, the study benchmarks prices, margins, and trade routes so you can see where value is created and how it moves between domestic suppliers and international partners. The analysis is designed to support strategic planning, market entry, portfolio prioritization, and risk management in the solar cells and light-emitting diodes landscape in the United States.
The report combines market sizing with trade intelligence and price analytics for the United States. It covers both historical performance and the forward outlook to 2035, allowing you to compare cycles, structural shifts, and policy impacts.
This report provides a consistent view of market size, trade balance, prices, and per-capita indicators for the United States. The profile highlights demand structure and trade position, enabling benchmarking against regional and global peers.
The analysis is built on a multi-source framework that combines official statistics, trade records, company disclosures, and expert validation. Data are standardized, reconciled, and cross-checked to ensure consistency across time series.
All data are normalized to a common product definition and mapped to a consistent set of codes. This ensures that comparisons across time are aligned and actionable.
The forecast horizon extends to 2035 and is based on a structured model that links solar cells and light-emitting diodes demand and supply to macroeconomic indicators, trade patterns, and sector-specific drivers. The model captures both cyclical and structural factors and reflects known policy and technology shifts in the United States.
Each projection is built from national historical patterns and the broader regional context, allowing the report to show where growth is concentrated and where risks are elevated.
Prices are analyzed in detail, including export and import unit values, regional spreads, and changes in trade costs. The report highlights how seasonality, freight rates, exchange rates, and supply disruptions influence pricing and margins.
Key producers, exporters, and distributors are profiled with a focus on their operational scale, geographic footprint, product mix, and market positioning. This helps identify competitive pressure points, partnership opportunities, and routes to differentiation.
This report is designed for manufacturers, distributors, importers, wholesalers, investors, and advisors who need a clear, data-driven picture of solar cells and light-emitting diodes dynamics in the United States.
The market size aggregates consumption and trade data, presented in both value and volume terms.
The projections combine historical trends with macroeconomic indicators, trade dynamics, and sector-specific drivers.
Yes, it includes export and import unit values, regional spreads, and a pricing outlook to 2035.
The report benchmarks market size, trade balance, prices, and per-capita indicators for the United States.
Yes, it highlights demand hotspots, trade routes, pricing trends, and competitive context.
Report Scope and Analytical Framing
Concise View of Market Direction
Market Size, Growth and Scenario Framing
Commercial and Technical Scope
How the Market Splits Into Decision-Relevant Buckets
Where Demand Comes From and How It Behaves
Supply Footprint and Value Capture
Trade Flows and External Dependence
Price Formation and Revenue Logic
Who Wins and Why
How the Domestic Market Works
Commercial Entry and Scaling Priorities
Where the Best Expansion Logic Sits
Leading Players and Strategic Archetypes
How the Report Was Built
Major US solar manufacturer
Residential & commercial solar
Former Cree LED business
Spin-off from SunPower
Specialty & high-power LEDs
LED technology & solutions
Advanced photonics
Residential solar panels
CIGS solar technology
US & Canadian manufacturing
North American manufacturing
US-made solar panels
US operations of Korean parent
3D architecture LEDs
High-quality lighting
High-brightness microdisplays
Disinfection & purification
US crystalline silicon solar
Next-generation tandem cells
Tandem cell technology
Manufacturing equipment
Turnkey production lines
Distributor & assembler
Residential & commercial
Former Philips business
Specialty & horticultural
Military & commercial
Aluminum nitride substrates
Materials for UV LEDs
US division of Kyocera
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