Solar Tempered Glass (PV Cover)
$0.45 bnAnnual import
35%Indian capability
5,300Supplier concentration (HHI)
₹1,500 crTo localise
Why India imports it. Xinyi, Flat, Saint-Gobain dominate; Borosil and Gold Plus grow in India.
Why it matters. PV glass demand tracks module capacity.
Can India localise it? Yes - 2-3 years.
Where it comes from. China (70%), Malaysia (20%), Vietnam (10%).
Scorecard
The ten indices
CMDI 60.5Dependency
LPI 61Localisation potential
IAI 63.75Investment attractiveness
SRI 61.25Supply risk
SCI 53.5Supply-chain complexity
TRI 39Technology readiness
IMI 70.5Industrial multiplier
NSRI 47.5National-security relevance
EPI 63.75Export potential
ICGI 60Capability gap
Who makes it
Manufacturers
In India
Borosil RenewablesGold Plus Glass Industry
Global leaders
Xinyi GlassFlat GlassSaint Gobain
On the ground
Localisation projects
- Borosil Solar Glass Expansion
Intelligence
Related signals
- India Now Has a Structured Map of Where It Stays Import-Dependent
- India's Deepest Chokepoints: EUV Photoresist, Leading-Edge Logic and Aero-Engines
- Where Dependency Meets Feasibility: SiC Power and Display-Driver ICs Are the Build-Now Surfaces
- Battery Materials Processing — Lithium, Cobalt, Nickel and the Cell-Ecosystem Opportunity
Sources
Primary references
Confidence: Reasoned estimate. Reasoned estimate. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).