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

Chinese authorities have intensified regulatory efforts to streamline the PV sector. In July 2025, the Ministry of Industry and Information Technology (MIIT) convened a manufacturing symposium, emphasizing the need to curb "irrational competition" through stricter capacity thresholds and phasing out outdated production lines. The 2024 Edition of Standards for the Photovoltaic Manufacturing Industry mandated reliability testing for mounting systems, addressing concerns that 35% of existing products failed fatigue life requirements.

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

Chinese PV mounting providers are expanding internationally through localized production and tailored services. Arctech Solar emerged as the world’s second-largest supplier in 2024, capturing 16% of the global market (up from 9% in 2023), with regional hubs in India, the Middle East, and Latin America. Its Jeddah (Saudi Arabia) and Bahia (Brazil) factories reduced logistics costs and tariff burdens, enhancing competitiveness. Trina Solar announced a 3GW plant in Jeddah, focusing on tracker systems and smart controls.

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

Integration of 5G, AI, and IoT is transforming mounting systems into "smart nodes." Huawei Digital Power’s solution, combining LoRa wireless transmission and edge computing, increased power generation by 18.6% at Ningxia Baofeng Solar Farm. Carbon fiber composites now enable structures to withstand 60m/s winds while reducing weight by 40%, catering to lightweight distributed PV needs.

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.

The PV mounting sector is shifting from product-centric competition to ecosystem-driven innovation. As global decarbonization accelerates, firms must prioritize intelligence, lightweight design, and integration while maintaining cost efficiency. Technological agility and business model innovation will define success in an era of uncertainty.