Singulus to supply HJT solar cell line to SpaceX

What happened

Singulus Technologies has signed a contract to supply SpaceX with a turnkey production line for heterojunction (HJT) solar cells. According to a press release from Singulus, the first line is due for delivery in the first half of 2027, and SpaceX will use the cells in satellites built at its production facility in Bastrop, Texas. The contract value has not been disclosed. The partnership began in March 2026; under it, Singulus will develop both the solar cells and the equipment used to make them, and says production is to scale "to support more than 100 GW of production equipment" as SpaceX accelerates satellite manufacturing. SpaceX also supports Singulus financially: it provided significant funding in March 2026 and more in October as part of a recently announced subordinated secured loan. The source does not state any price or supply change impact.

Impact and signal

Affected components and suppliers

Source and time

Source: Evertiq · 11/12/2026 · View original source