Two Chinese Photovoltaic Manufacturers' Patent War "Counterattack" Is Blocked!

Digital New Energy DataBM.

so far," Both JinkoSolar and Atlas' IPR proceedings against First Solar's US9130074B2 were rejected and could not proceed. In February and May

this year, First Solar, an American photovoltaic company, accused Jingke Energy and Atlas of infringing its TOPCon patent technology No. JinkoSolar and Atlas filed IPR proceedings with the U.S. Patent Trial and Appeal Board (PTAB) in July and August, respectively.

2 Chinese at the administrative level, which is not equivalent to the recognition of First Solar's patents.

Even if the IPR procedure is rejected, the two Chinese photovoltaic enterprises can still claim to the court that the patent involved is invalid. After

the IPR was rejected, will Jingke Energy and Atlas take other measures in the follow-up? Digital New Energy DataBM.

US Market Demand Outlook

According to Digital New Energy DataBM. the United States as the world's second largest Href = "https://www.databm. However, after Trump came to power again in 2025, especially after the promulgation of the" Big and American Act ", the uncertainty of the US photovoltaic market increased sharply. In a report on the U.S. solar market in July,

Wood Mackenzie said that due to the phasing out of tax credits for clean energy, the U.S. photovoltaic market will face a situation of "rising first and then declining"-there may be a wave of "rush to install" in the short term, but the long-term growth prospects are full of great uncertainty. The agency predicts that the installed capacity of solar (in the United States) may fall by 17% in the next 10 years, reaching a low of 375 GW .

Despite the uncertainty of policy, American photovoltaic still shows new vitality due to the rapid development of artificial intelligence (AI).

According to the U.S. Solar Market Insight 2025 Fourth Quarter Report jointly released by the U.S. Photovoltaic Industry Association (SEIA) and Wood Mackenzie on December 9, local time. In the first three quarters of this year, the installed capacity of PV in the United States reached 11.

In addition, the above-mentioned report predicts that during the period from 2025 to 2030, under the baseline scenario, The total installed capacity of photovoltaic will reach 246GW .Chinese photovoltaic enterprises and research institutes are relatively cautious about the demand forecast of the

US photovoltaic market in 2026.

Jingke Energy said at its performance presentation in the third quarter of this year that the overall demand for photovoltaics in the U.S. market in 2026 tended to be stable , unchanged from 2025, with seasonal performance in the first half of the off-season and the second half of the peak season.

According to the investor activity record of Hengdian Dongci at the end of October, the company believes that the demand for installed capacity in the U.S. market in 2026 is expected to rise after the introduction of OBBBA, but with the uncertainty of subsidies and the tightening of other approval policies, the increase is not expected to be too large.

Longji Green Energy said at its semi-annual performance presentation that it believed that the overall demand in the larger markets of China, Europe and the United States would be stable .

CITIC Securities said that overall, it is expected that the new installed capacity of photovoltaic in the world will continue to grow in the next 3-5 years . However, the growth rate has gradually moved closer to single digits. China, Europe, the United States and other large markets are still in the lead , but the new installed capacity may enter a plateau period of several years, which does not exclude a phased decline in annual installed capacity.

Guotai Junan believes that under the negative conditions of trade barriers and the decline of photovoltaic subsidies, photovoltaic installations in the United States are expected to continue to weaken in 2026.