How will China's silver-free solar cells reshape the global race for green energy dominance?
Is the solar industry swapping a cost crisis for a future reliability crisis by switching to copper?
From Silver to Copper: Longi’s $73 Million Cost-Saving Pivot and Its Impact on Solar and Metal Markets in 2026
Overview
Longi has started mass production of copper-based solar cells in Q2 2026, marking a major shift in the solar industry. This move is driven by the rising costs of silver, which have reached record highs due to market pressures and global events. As silver becomes more expensive, solar manufacturers face intense competition and overcapacity, making cost reduction essential. Longi’s back-contact HPBC modules are well-suited for copper, allowing the company to replace silver and lower production costs. This transition is supported by a comprehensive integration of materials and processes, and is expected to significantly reduce silver demand in the solar sector.