Recently, Elon Musk announced at the Davos Forum that Tesla and SpaceX plan to achieve 100GW of domestic solar production capacity in the U.S. within the next three years. Simultaneously, Tesla officially released its new self-developed solar modules, the TSP-415/420, completing a fully integrated, domestically manufactured chain spanning solar power, inverters, and energy storage systems.
A 100GW Expansion Blueprint: Solving the AI Power Bottleneck
At the recent World Economic Forum (WEF) in Davos, Musk announced that Tesla and SpaceX are respectively working toward establishing an annual solar manufacturing capacity of 100GW within the United States over the next three years.
Musk pointed out that the exponential growth of Artificial Intelligence (AI) computing power is facing severe power supply bottlenecks, and solar energy is the key solution for achieving low-cost, large-scale energy supply. Despite current U.S. solar tariffs driving up deployment costs, Musk stated he remains committed to expanding production on American soil.
Reportedly, the plan aims to meet the massive energy demands of AI data centers through large-scale manufacturing. SpaceX’s solar capacity may focus on serving its proposed network of millions of solar-powered AI satellites, while Tesla will continue to deepen its ground-based "Solar + Storage" ecosystem to address the surging clean energy deficit in the future.
New Solar Modules Released: The "Final Puzzle Piece" of Full-Chain Manufacturing
Tesla recently officially launched its TSP-415/420 residential solar modules, marking a strategic shift for its energy business from third-party supply to a closed-loop, fully domestic manufacturing model.
Produced at Tesla’s Buffalo, New York factory, these new all-black modules feature a maximum output of 420W per panel and a conversion efficiency of approximately 20.5%. The core technical highlight is the unique "18 Power Zones" design, which significantly reduces power loss caused by shading compared to traditional modules, markedly improving all-weather generation efficiency in complex rooftop environments.
Previously, Tesla relied primarily on external suppliers like Hanwha Qcells for solar panels. The launch of this new product signifies that Tesla has fully integrated its solar modules, proprietary inverters, Powerwall 3 storage systems, and Zep rail-less mounting systems, constructing a private ecosystem with high hardware-software synergy.
Source：EnergyTrend