SpaceX secures major solar supply deal with singulus to power AI satellite manufacturing

Elon Musk's SpaceX has announced a significant agreement with German solar equipment manufacturer SINGULUS. The contract involves introducing a complete production line for Heterojunction (HJT) solar cells, which will accelerate the creation of SpaceX's Starmind satellite program, an initiative focused on space-based AI computing. The HJT technology combines crystalline silicon with ultra-thin amorphous silicon films for high energy conversion efficiency. This collaboration is focused on manufacturing the necessary equipment and processes, rather than purchasing finished cells. SINGULUS plans to utilize its scaled technology for producing high-performance cells, incorporating processes like wet chemical treatment and vacuum deposition. The first production line is scheduled for delivery in the first half of 2027, with plans for further expansion. SpaceX Vice President of Starlink, Mike Nichols, stated that this partnership provides a manufacturing pathway for the solar cells needed for Starmind satellites at the Texas facility. The joint effort aims to establish a sustainable supply solution to support a production capacity exceeding 100 Gigawatts (GW), a scale comparable to the total installed capacity of approximately 4.4 Three Gorges Power Stations.