Global PV Customs Data Analysis Report
Uncover country-level insights and supply chain dynamics across six key markets.
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| Author | Amy Fang |
| Updated | August 01, 2025 |
InfoLink’s customs data shows that China exported 21.7 GW of modules in June 2025, down 3% MoM and down 2% YoY from 22.1 GW. China's cumulative module exports from January to June 2025 reached 127.3 GW, down 3% YoY from 131.9 GW.
In June 2025, the top five single-country importers of Chinese modules were, in order, the Netherlands, Saudi Arabia, Pakistan, the United Arab Emirates (UAE), and Greece, together accounting for 34% of the global total this month. Regionally, the Asia-Pacific market continued to decline, down 19% MoM. Europe also saw a slight MoM decrease of 2%. In contrast, the Middle East grew by 12%, while the Americas and Africa each posted modest increases of around 5%. Comparing cumulative imports from January to June 2025 with the same period last year, only Africa experienced strong growth of nearly 45%, the Asia-Pacific rose slightly by 5%, while Europe, the Americas, and the Middle East recorded declines.
Europe
In June 2025, China exported 9.7 GW of modules to Europe, down 2% MoM but up 4% YoY from 9.3 GW. From January to June 2025, China’s total module exports to Europe reached 50.5 GW, down 7% YoY from 54.2 GW.
Excluding the Netherlands, Europe's largest shipping hub, there were changes in June 2025. Greece rose to second place for Chinese module imports with 0.9 GW—a sharp 219% YoY growth from 0.28 GW, making up 9% of Europe’s total imports, trailing only the Netherlands’ 34% share.
For cumulative imports from January to June 2025, Spain ranked second with 4.35 GW, followed closely by France’s 4.3 GW. The gap between the two countries narrowed significantly to 0.05 GW.
Asia-Pacific
In June 2025, China exported 5.4 GW of modules to the Asia-Pacific, down 16% MoM and down 10% YoY from 6 GW. From January to June 2025, China’s total module exports to the Asia-Pacific reached 42.5 GW, up 5% YoY from 40.5 GW.
Pakistan remained the largest single-country importer of Chinese modules in the Asia-Pacific market in June 2025, receiving 1.14 GW, down 41% YoY from 1.93 GW, making up 21% of the regional total. The Philippines ranked second with 0.83 GW, 15% of the total. Pakistan also led cumulative imports from January to June 2025 with 13.4 GW.
Notably, India’s imports were impacted by the fiscal year-end in early April 2025, causing shipments to shrink steadily since then. In June 2025, China exported only 0.37 GW of modules to India. Despite the drop, India remained the second-largest importer in the Asia-Pacific from January to June 2025, with a total of 8.4 GW.
Americas
The Americas imported 2.03 GW of modules from China in June, up 5% MoM and down 30% YoY from 2.9 GW. From January to June, cumulative module shipments to the Americas reached 14.15 GW, down 16% YoY from 16.80 GW.
Brazil still accounted for the largest single-country share of Chinese module imports in the Americas in June, with 0.85 GW imported in total, down 57% YoY from 1.98 GW. This volume represented 42% of the region's total, followed by Mexico with 0.3 GW (14%). Brazil also topped cumulative shipment volumes in January-June, importing 6.84 GW.
The Middle East
The Middle East imported 3.05 GW of modules from China in June, up 18% MoM and up 9% YoY from 2.8 GW. From January to June, cumulative Chinese module shipments to the Middle East totaled 12.91 GW, down 17% YoY from 15.60 GW.
Saudi Arabia imported 1.2 GW of Chinese modules in June, down 30% YoY from 1.7 GW, accounting for the largest single-country share (39%) in the Middle East. The UAE ranked second with 0.91 GW, representing 30% of the regional total. Saudi Arabia also led cumulative shipments in January-June, with 4.95 GW imported.
Africa
Africa imported 1.47 GW of modules from China in June, up 5% MoM and up 34% YoY from 1.1 GW. From January to June, cumulative Chinese module shipments to Africa totaled 7.27 GW, up 45% YoY from 5 GW.
South Africa imported 0.31 GW of Chinese modules in June, down 28% YoY from 0.43 GW, accounting for the largest single-country share (21%) in Africa. Sudan’s imports began rising in May and surged to second place in June, reaching 0.19 GW and accounting for 14% of the regional total, a 4023% YoY increase. Egypt followed with 0.18 GW, accounting for 12%. South Africa led cumulative shipments in January-June, with 1.65 GW imported. Notably, some small countries with previously no PV demand saw increases in May, indicating that procurement volumes in African countries other than South Africa are gradually growing.
Conclusion
From January to June, Europe accounted for about 40% of China’s module exports. As traditional markets near saturation, manufacturers have turned to emerging markets, with smaller Southeast Asian countries and African countries initiating PV projects. Africa saw notable growth in the first half of the year.
In early Q3, manufacturers may find opportunities to advance procurement and restocking, driven by changes in China’s export tax rebate policy, slight module price increases from policy shifts, and low inventory levels in some non-China markets, all of which are key points to watch this quarter.
