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 | September 08, 2025 |
InfoLink’s customs data shows that China exported 21.25 GW of modules in July 2025, down 2% MoM but up 8% YoY from 19.62 GW. China's total module exports from January to July 2025 reached 148.6 GW, down 2% YoY from 151.48 GW.
In July 2025, the top five single-country importers of Chinese modules were, in order, the Netherlands, Saudi Arabia, the Philippines, Brazil, and Greece, together accounting for 37% of the global total.
By region, Asia-Pacific imports continued to drop, down 10% MoM. The Middle East also fell, with shipments dropping 14% MoM, as high summer temperatures reduced demand. Europe edged up 2% MoM, while both the Americas and Africa grew by 10% MoM.
Comparing cumulative imports from January to July 2025 with the same period last year, Africa posted sharp growth of nearly 46%, the only region to record such a strong increase. Asia-Pacific rose slightly by 4%, while Europe, the Americas, and the Middle East all recorded declines.
Europe
In July 2025, China exported 10 GW of modules to Europe, up 2% MoM and up 16% YoY from 8.5 GW. From January to July 2025, China’s total module exports to Europe reached 60.4 GW, down 4% YoY from 62.7 GW.
Excluding the Netherlands, Europe's largest shipping hub, Greece still took second place in July 2025, with Chinese module imports of 0.95 GW—a sharp 186% YoY growth from 0.33 GW, making up 10% of Europe’s total imports, trailing only the Netherlands’ 37% share.
For total imports from January to July 2025, Spain ranked second with 5.07 GW, followed closely by France's 4.97 GW. The gap between the two narrowed sharply to 0.1 GW.
Asia-Pacific
In July 2025, China exported 4.9 GW of modules to the Asia-Pacific, down 10% MoM and down 6% YoY from 5.2 GW. From January to July 2025, China’s total module exports to the Asia-Pacific reached 47.37 GW, up 4% YoY from 45.7 GW.
In July 2025, the Philippines rose to become the largest single-country importer of Chinese modules in the Asia-Pacific, receiving 1.11 GW, up 170% YoY from 0.4 GW, making up 23% of the region’s total.
Pakistan ranked second with 0.9 GW, down 10% YoY from 1 GW, as shipments were affected by the 10% tariff increase announced in June. Pakistan’s share of regional imports stood at 19% in July. Nevertheless, Pakistan still led cumulative imports from January to July 2025, with total imports of 14.3 GW.
India’s imports have continued to shrink since April, following the fiscal year-end. In July 2025, China exported only 0.24 GW of modules to India. Despite the drop, India remained the second-largest importer in the Asia-Pacific from January to July 2025, with a total of 8.3 GW.
Americas
The Americas imported 2.25 GW of modules from China in July, up 11% MoM and down 6% YoY from 2.4 GW. From January to July, cumulative module shipments to the Americas reached 16.4 GW, down 15% YoY from 19.2 GW.
Brazil still accounted for the largest single-country share of Chinese module imports in the Americas in July, with 0.98 GW imported in total, down 32% YoY from 1.44 GW. This volume represented 44% of the region's total, followed by Cuba with 0.29 GW (13%) and Chile with 0.25 GW (11%). Brazil also topped cumulative shipment volumes in January-July, importing 7.82 GW.
The Middle East
The Middle East imported 2.62 GW of modules from China in July, down 14% MoM and up 5% YoY from 2.5 GW. From January to July, cumulative Chinese module shipments to the Middle East totaled 15.53 GW, down 14% YoY from 18.10 GW.
Saudi Arabia imported 1.18 GW of Chinese modules in July, down 19% YoY from 1.47 GW, accounting for the largest single-country share (45%) in the Middle East. The UAE ranked second with 0.52 GW, representing 20% of the regional total. Saudi Arabia also led cumulative shipments in January-July, with 6.14 GW imported.
Africa
Africa imported 1.62 GW of modules from China in July, up 10% MoM and up 47% YoY from 1.1 GW. From January to July, cumulative Chinese module shipments to Africa totaled 8.89 GW, up 46% YoY from 6.1 GW.
South Africa imported 0.285 GW of Chinese modules in July, down 18% YoY from 0.346 GW, accounting for the largest single-country share (18%) in Africa. Egypt’s imports began rising in May and surged to second place in July, reaching 0.24 GW and accounting for 15% of the regional total, a 610% YoY increase. Algeria followed with 0.228 GW, accounting for 14%. South Africa led cumulative shipments in January-July, with 1.93 GW imported.
Conclusion
From January to July, Europe accounted for about 47% of China’s module exports. In July and August, reports of possible adjustments to China’s export tax rebates, modest module price increases amid China’s policy changes, and reduced inventories in non-China markets prompted some manufacturers to stock in advance, indicating a mild demand uptick in Q3.
Looking ahead to late Q3 through Q4, major import volumes are expected to stay flat, with only modest upside under optimistic scenarios. Europe’s demand growth remains limited, while Southeast Asian markets such as the Philippines and Indonesia may drive demand growth amid rising geopolitical risks.
Global shipments in Q3 are projected to be slightly below last year’s level. Full-year shipments are unlikely to see substantial growth but is expected to remain broadly in line with last year, with potential for mild increases from that baseline.
