Micro-generation systems below 75 kW, primarily rooftop installations on homes and small commercial properties, maintained momentum even as larger remote generation projects under subscription models decelerated. Residential consumers expanded their share of total installed capacity in 2026, sustaining the sector as commercial-scale distributed generation faltered. Greener CEO Marcio Takata characterized the slowdown as a natural stabilization following technological maturity, noting the firm is repositioning its market intelligence toward integrated distributed energy solutions as the future growth area.
Module imports signal further contraction ahead. Brazil imported 5.48 GWp of photovoltaic modules in the first half of 2026, down 48% from 10.57 GWp in the prior-year period. The decline was most severe in centralized generation, where module volumes destined for large plants plummeted 82% from 2.3 GWp to 0.43 GWp. Distributed generation became the primary driver of imports during the period.
The supplier landscape showed increased fragmentation, with 81 manufacturers shipping modules to Brazil and the top 10 accounting for 3.2 GWp. Longi led with 469 MW, followed by Ronma at 342 MW, JA Solar at 318 MW, Era Solar at 316 MW, and Astronergy at 311 MW. Takata noted the dispersion reflects intensifying competition, contrasting with higher concentration among top suppliers in previous years.
The lag between module imports, installation, connection, and regulatory reporting can exceed six to eight months, meaning current import declines will manifest in installation data later in 2026 and into 2027. Consumer interest increased despite market contraction, with participating integrators averaging 25 budget quotes per month in the first half of 2026 compared to 20 in the prior year, though conversion rates held at 18% with five sales monthly.
This article was curated and published as part of our South American energy market coverage.
