Industry News

Market 12 October 2026

North American tracker makers have spent over $1.6 billion on acquisitions since 2024

According to an analysis by S&P Global's Lorenz Golser in pv magazine, North American tracker companies have committed more than $1.6 billion to corporate acquisitions since 2024, most of it within the United States. With tracker penetration in US utility-scale projects above 90%, room for domestic growth is limited, so suppliers are expanding into clean-energy equipment beyond mounting systems and positioning themselves as one-stop shops.

BTR Enerji comment: In the US the tracker is now the default for utility-scale solar, so growth is shifting to markets such as Europe, the Middle East, Latin America and Turkey. There the investor's real question is less 'tracker or fixed' than the site-specific balance of gain, terrain and cost, which is exactly what our simulator compares location by location.

Source: pv magazine Global · Lorenz Golser (S&P Global) · 12 October 2026 — Read the original report →

Market 1 October 2026

Türkiye's installed solar capacity passes 28 GW

According to TEİAŞ data dated 30 September 2026, Türkiye's total installed capacity reached 127,074 MW and solar reached 28,047 MW, of which 24,983 MW is unlicensed and 3,064 MW licensed. With solar at 27,638 MW at the end of August, roughly 400 MW was added in a single month. Of the country's 44,135 power plants, 42,046 are solar.

BTR Enerji comment: Most of the growth comes from unlicensed, relatively small projects, while licensed and YEKA-scale ground-mounted plants are the segment where trackers are economically strongest. As licensed capacity grows, the tracker versus fixed-tilt decision will come up more often.

Source: GENSED (TEİAŞ verisi) · 1 October 2026 — Read the original report →

Technology 30 September 2026

TrinaTracker unveils two robots for module installation and cleaning

TrinaTracker, Trinasolar's tracker unit, announced two robots for utility-scale plants. The Buildex installation robot picks, carries, aligns and places modules; the company says it handles up to 90 modules per hour, three to four times faster than manual work, and suits fixed and tracker structures in 1P and 2P layouts. The self-powered Aurora cleaning robot can cross height offsets of up to 50 mm.

⚠ Manufacturer claim; not independently verified.

BTR Enerji comment: Installation labour and module cleaning are notable cost items in building and operating tracker plants. Robotic cleaning draws most interest in dry, dusty regions; our simulator models soiling loss with a cleaning interval that depends on rainfall and dust data, so the effect of cleaning frequency on yield can be checked in advance.

Source: pv magazine Global · David Carroll · 30 September 2026 — Read the original report →

Company 30 September 2026

Linxon, Hitachi Energy and FTC Solar team up on a combined offer for utility-scale solar

EPC contractor Linxon, power electronics maker Hitachi Energy and tracker maker FTC Solar signed a memorandum of understanding covering utility-scale solar and battery projects in North America. Linxon acts as main contractor and project executor, Hitachi Energy supplies inverters, battery conversion and plant automation, and FTC Solar provides trackers and racking. The aim is to standardise designs and cut schedule and integration risk.

BTR Enerji comment: On large projects the tracker is increasingly sold as part of a package with inverters, transformers and EPC rather than on its own. We also offer trackers as part of a turnkey plant within one engineering calculation; our simulator sizes trackers, inverters and transformers together.

Source: Solar Power World · Billy Ludt · 30 September 2026 — Read the original report →

Company 28 September 2026

PV Hardware adds a pre-assembly building to its Houston tracker production

The US unit of Spanish-born tracker maker PV Hardware added a pre-assembly building in September to its Houston factory, set up in 2024 and expanded to 16 GW; it plans to raise capacity by about 60% by going from 4 to 7 production lines. The company says moving part of the field assembly into the factory lowers installation cost and labour risk, and that it sources its steel domestically.

⚠ Manufacturer claim; not independently verified.

BTR Enerji comment: Field assembly time is a major cost item in tracker projects; pre-assembled tables and pile-head kits directly raise crew productivity. That is why our bill of materials prices installation labour as a separate line.

Source: pv magazine USA (PV Hardware USA) · 28 September 2026 — Read the original report →

Market 28 September 2026

World installed 690 GW of solar in 2025, with China at 60%

According to the IEA-PVPS “Trends in Photovoltaic Applications 2026” report, the world added 690 GW of solar in 2025, up 15% on 2024. China accounted for 415 GW, or 60% of the total, followed by India (54 GW), the United States (43 GW), Germany (18 GW) and Pakistan (14 GW); the European Union added 68 GW in total. Global installed capacity reached 2.96 TW by the end of the year. Of the new capacity, 410 GW (about 59%) was centralised and 282 GW (41%) distributed.

BTR Enerji comment: The report is not tracker-specific, but with about 59% of new capacity coming from centralised (ground-mounted, utility-scale) plants, the core market for single-axis trackers keeps growing.

Source: pv magazine Global (IEA-PVPS raporuna dayanarak) · Patrick Jowett · 28 September 2026 — Read the original report →

Market 18 September 2026

GameChange commissions 283 MWp in South Africa as Gonvarri wins 389 MWp in Chile

GameChange Energy commissioned its Genius Tracker 1P system at the 283 MWp Mooi Plaats plant in South Africa's Northern Cape. The project of Envusa Energy (a joint venture of EDF Power Solutions and Anglo American) is expected to produce about 360 million kWh a year for Anglo American's mining operations. The same report says Spain's Gonvarri Solar Steel will supply TracSmarT+ 1P trackers to a 389 MWp solar-plus-storage project in Chile's Antofagasta region, with construction running from 2026 into the first half of 2027.

BTR Enerji comment: Both projects use single-row (1P) trackers on windy, hot and dusty sites. Large plants supplying industrial consumers such as mines raise the value of the tracker's extra morning and evening output. Our simulator calculates wind-stow and soiling losses for each site.

Source: PV Tech · Shreeyashi Ojha · 18 September 2026 — Read the original report →

Technology 14 September 2026

A single-axis tracker for floating solar: Noria Energy's Airon

US-based Noria Energy launched Airon, a horizontal single-axis tracker for floating solar plants. The company says it produces up to 20% more than fixed floating PV at the same installed cost; it has a 20° (optionally 30°) tracking range, a 24 V DC motor with slew drive, a self-righting floating body and automatic wind stow above 35 mph (~16 m/s). A 50 kW pilot was installed in Colorado in 2025; commercial shipments start in mid-2027.

⚠ Manufacturer claim; not independently verified.

BTR Enerji comment: On water the tracking range is far smaller than the ±55–60° used on land (20–30°), so the gain should sit at the low end of the typical 15–25% seen on land. An interesting option for reservoir owners; on land, full-range single-axis trackers remain the reference.

Source: pv magazine Global · Ryan Kennedy · 14 September 2026 — Read the original report →

Legal & patents 14 September 2026

Patent fight between tracker rivals widens as GameChange countersues Nextpower

Nextpower sued GameChange on 1 June in the US District Court for the District of Delaware, alleging that GameChange's Genius Tracker and TrueCapture software infringe three of its patents. GameChange answered on 9 September with its own suit, alleging that Nextpower's “NX Horizon with Hail Pro” tracker infringes a GameChange patent (US 12,449,161) covering high-tilt wind and hail stow technology. A trial is scheduled for 7 August 2028.

BTR Enerji comment: Wind and hail stow strategy and control software are now at the heart of tracker competition and IP. When choosing a supplier, look beyond price to the patent position of its stow and software architecture.

Source: pv magazine USA · Ryan Kennedy · 14 September 2026 — Read the original report →

Market 9 September 2026

FTC Solar starts shipping terrain-following trackers to the 330 MW Fraser Coast project in Australia

PV Tech reports that FTC Solar has begun producing and shipping its 1P Terrain trackers for the Fraser Coast project in Queensland, which combines 330 MW of solar with a 180 MW battery. The project is developed by Global Power Generation, Naturgy's generation arm; production originally planned for mid-2025 was rescheduled after notice to proceed was issued in the second quarter of 2026. Operations are expected to start in 2028.

BTR Enerji comment: Terrain-following trackers adapt the table axis to the ground profile to reduce grading. As our earthworks article this week shows, cut-and-fill volume on rolling land depends on table length versus the terrain's wavelength; our simulator calculates earthworks table by table to help compare these options.

Source: PV Tech · Shreeyashi Ojha · 9 September 2026 — Read the original report →

Company 9 September 2026

Array Technologies opens its largest factory in Albuquerque

US tracker maker Array Technologies opened a new 216,000 sq ft (about 20,000 m²), $50 million manufacturing facility in Albuquerque, New Mexico, where it is headquartered. The plant is roughly three times the size of the previous Albuquerque site and will employ about 300 people. Some tracker and racking components previously bought in will now be made in-house, several of them qualifying for the US 45X advanced manufacturing tax credit. State and local governments provided incentives.

BTR Enerji comment: In the US, tax credits are accelerating local manufacturing of tracker components; after capacity expansions at Nextpower and PV Hardware, Array is also bringing production in-house. Supply chains are becoming regional. In Europe, the Middle East and Türkiye, local supply of steel and drive components likewise shortens delivery times.

Source: Solar Power World · Billy Ludt · 9 September 2026 — Read the original report →

Company 5 August 2026

Array Technologies passes 100 GW of tracker deliveries and raises its outlook

Array reported Q2 2026 revenue of $342.1 million, a 29.1% gross margin and $63.3 million of adjusted EBITDA. Executed contracts and awarded orders rose 37% year on year to $2.5 billion, and the company said it has now delivered more than 100 GW of trackers. Full-year revenue guidance stands at $1.4–1.5 billion; new products include the international launch of DuraTrack D2S, a 60° variant and the ARRAY Atlas foundation-to-tracker suite.

BTR Enerji comment: Tracker demand is solid and order books are full. Wider rotation angles and foundation integration feature on the big makers' roadmaps, so design parameters such as rotation limit and piles will increasingly vary by project.

Source: Array Technologies (SEC Form 8-K, basın bülteni) · 5 August 2026 — Read the original report →

Company 31 July 2026

Nextpower closes fiscal 2026 with record revenue and expands beyond trackers

Nextpower, formerly Nextracker, posted revenue of $3.56 billion for the fiscal year ended 31 March 2026, up 20%. Backlog passed $5.25 billion, cumulative tracker shipments reached 160 GW and the NX Horizon-XTR model topped 50 GW. The company guides to $3.8–4.1 billion of revenue for fiscal 2027 and is expanding into power electronics, energy storage and data-centre infrastructure.

BTR Enerji comment: The market leader positions the tracker as part of an energy technology platform rather than a standalone product. For investors the message is that the tracker market is maturing and suppliers are moving to integrated offers.

Source: pv magazine USA · Ryan Kennedy · 31 July 2026 — Read the original report →

Market 11 July 2026

YEKA GES-2026: 900 MW of solar capacity across 14 auctions, bids due 13 October

The YEKA 2026 auctions announced in the Official Gazette on 11 July 2026 open 900 MW of solar grid capacity across 14 auctions; the largest allocations are Diyarbakır (200 MW) and Konya (110 MW). The solar floor price is 3.25 euro cents/kWh. Winning plants sell on the open market for 60 months, followed by a 20-year purchase period. Bids are due on 13 October 2026.

BTR Enerji comment: The balance between bid price and awarded capacity makes yield per MWp decisive. On the high-irradiance sites of Konya and the southeast, the extra energy from a single-axis tracker can be a clear advantage both in the bid calculation and in morning and evening prices during the first 60 months of merchant sales. Use our simulator for a site-specific comparison.

Source: AA Enerji Terminali · Gülşen Çağatay · 11 July 2026 — Read the original report →

Technology 3 April 2026

Arctech unveils SkyLine II tracker for sloped and uneven terrain

Arctech's SkyLine II is an independent horizontal single-axis tracker that aims to cope with slopes of up to 30° through a short-pile layout and a multi-point synchronous drive, terrain-following backtracking and optional snow, flood and hail protection modes. The company says it carries up to 120 modules per tracker, rotates ±60°, withstands 70 m/s wind and can tilt to 75° in hail mode. It claims 90% less earthwork, 60% lower pile cost and an 8.5% lower LCOE.

⚠ Manufacturer claim; not independently verified.

BTR Enerji comment: Tracker makers are moving beyond flat land to sloped sites, which puts terrain slope, row-to-row height differences and earthworks at the centre of the investment decision, exactly what our terrain-aware backtracking calculation addresses.

Source: Arctech (basın bülteni, PR Newswire) · 3 April 2026 — Read the original report →