Industry manufacturers have raised concerns over domestic solar cell availability following the implementation of local sourcing rules, even as manufacturers maintain that upcoming capacity additions will be sufficient to meet demand.
According to a report by The Economic Times, some solar module manufacturers and vendors have raised concerns over the availability and rising cost of solar cells following the implementation of mandatory local sourcing requirements from June 1.
India has around 225 GW of solar module manufacturing capacity and about 183 GW listed under ALMM-I. Domestic solar cell manufacturing capacity, however, currently stands at around 30 GW, a gap that has raised concerns among some non-integrated module manufacturers.
Solar cell manufacturers, however, said there is no shortage relative to current demand and that additional capacities scheduled to come online by December would be sufficient to meet requirements. They also stated that projects requiring domestic content would be adequately supplied during calendar year 2026.
The Indian Solar Manufacturers Association (ISMA) has projected demand for domestically manufactured solar cells at 22–25 GW in 2026. The association expects domestic cell manufacturing capacity to rise to nearly 103 GW by December, with around 50 GW already under active construction.
The developments highlight India’s efforts to strengthen domestic manufacturing across strategic technology sectors, including solar energy. As new sources come online, the focus is likely to remain on aligning cell production with growing demand.
