Driven by the global energy transition and carbon neutrality goals, PV mounting systems—the cornerstone of solar power infrastructure—are undergoing transformative technological upgrades and market reshuffling. In the first half of 2025, the industry showcased three pivotal trends: policy-driven industrial refinement in China, accelerated globalization of Chinese manufacturers, and breakthroughs in flexible mounting solutions.

1. Domestic Policy Reforms Elevate Industry Standards

These reforms have accelerated technological innovation. Arctech Solar’s "SkySmart II" intelligent tracking system leverages terrain-adaptive algorithms and meteorological data to boost power generation by 12% in complex landscapes. Trina Solar’s "Mounting System + Module + O&M" lifecycle service model successfully deployed flexible racking at Huainan’s floating solar project, overcoming soft-soil installation challenges.

2. Chinese Firms Deepen Global Footprint

Emerging markets are fueling growth. Middle Eastern tracker demand surged 49% YoY in 2024, with Saudi Arabia installing 12.2GW to rank as the third-largest global market. Chinese firms secured 50% of the regional share, led by Arctech’s 40% dominance. The Asia-Pacific region also thrived, with India’s tracker installations soaring 182% YoY, propelling Arctech’s regional market share to nearly 40%.

3. Technological Convergence Drives Product Innovation

Flexible mounting systems represent a new frontier. HYPSET’s flexible tracking system merges intelligent tracking with adaptive structures, boosting revenue by 25%. Deployed across mountainous, agrivoltaic, and floating solar projects, the system has scaled in Southeast Asia. Arctech’s "Tianrou" flexible tracker accommodates 10m clearances and 35m spans, serving agrivoltaic, floating solar, and wastewater treatment plants.

4. Risks and Opportunities Coexist

Despite growth prospects, challenges persist. U.S. tariffs (50% on Chinese PV products) have pushed firms to route production via Southeast Asia. Domestically, 82% of China’s 1,300+ mounting providers compete in low-margin fixed-rack segments, driving industry profitability down from 21.3% (2020) to 14.7% (2023). Survival hinges on transitioning to integrated solution providers, as demonstrated by Jinko Solar’s UAE project, which raised IRR by 2.3% through holistic services.