Solar Market and Cost Analysis
Imported c-Si Cells (GWdc)
0.8
0.7
0.6
0.5
0.4
0.3
0.2
0.1
0.0
c-Si Cell Import Data Q1-Q3 2022
According to U.S. Census data, 1.8 GW dc of cells were imported in Q1-
Q3 2022. Quarterly cell imports grew for the first time in a year in Q3
2022 (+74 MW dc, +13% q/q).
0.9
This growth was almost entirely the result of increased imports from Malaysia
(350 MW in Q3 alone), which have been ramping up since Q2 2021.
U.S. Cell Imports by Region
3.00
Though only October and November data are available,
imports in Q4 are on track to continue this growth.
Indeed, according to CBP Commodity Status Reports, cell
imports since last February (when the Section 201 Tariffs
were renewed and the quota exemption was raised) passed
2.5 GW the week of January 16. This is somewhat slower,
but still in-line with cell imports in 2021.
dc
U.S. Cell Imports by Tariff Year
(previous) 2.5 GW dc PV Cell Import Quota Exemption
Q3
Oct-Nov
Malaysia
Vietnam
2.50
.2018
Thailand
2.00
2019
-2020
■Cambodia
-2021
■South Korea
1.50
2022
China
1.00
Taiwan
■ROW
0.50
2020
2021
2022
Sources: Imports by HTS code: 8541460025(2018-2021)/8541420010(2022-), Second Quantity (watts) from U.S. Census Bureau USA Trade Online tool and corrections
page as of 10/20/22; U.S. Customs and Border Protection Commodity Status Reports February 2019-January 2023.
0.00
7-Feb
9-Mar
8-Apr
9-May
8-Jun
9-Jul
8-Aug
8-Sep
8-Oct
ΛΟΝ-8
8-Dec
7-Jan
7-Feb
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