Solar Wafers (Mono PERC, 156-210mm)
$3.2 bnAnnual import
5%Indian capability
7,858Supplier concentration (HHI)
₹12,000 crTo localise
Why India imports it. Tongwei, Longi, Canadian Solar dominate; India has small wafer line at Adani.
Why it matters. Wafer is the binding gap; PLI Phase 2 targets 8-10 GW.
Can India localise it? Yes - 3-4 years.
Where it comes from. China (88%), South Korea (7%), Vietnam (5%).
Scorecard
The ten indices
CMDI 85.85Dependency
LPI 47.5Localisation potential
IAI 63.75Investment attractiveness
SRI 75.1Supply risk
SCI 56.5Supply-chain complexity
TRI 38.5Technology readiness
IMI 70.5Industrial multiplier
NSRI 56.25National-security relevance
EPI 63.75Export potential
ICGI 67.5Capability gap
Who makes it
Manufacturers
In India
Adani SolarReliance Industries (New Energy)
Global leaders
TongweiLongiJa Solar
On the ground
Localisation projects
- Reliance Solar Polysilicon + Wafer Plant
- Adani Solar Mundra Integrated Plant
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: Verified. Verified: 100% wafer import dependency in 2024. Part of Techadyant Labs' Critical Manufacturing Dependencies (Edition I).