Back to supply chains
Where does GoodWe source its components?
China. Supply chain mapped to 40 inputs across 4 countries.
Federal screeningFlagged
Yes. GoodWe is organized in China, a covered nation under the FEOC rules, which makes it a foreign entity of concern for IRA clean-energy tax credit purposes. It is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List). Is GoodWe a Foreign Entity of Concern?
Upstream sourcing exposure
High96% weighted
37 in covered nations - 3 elevated, of 40 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
6 of 6 processing/refining steps in covered nations
Producer1
Component15
Processing / Refining6
Raw Material11
Mine / Extraction6
Logistics1
designated covered nation elevated no known factor not assessed
Loading chain view...
Sourcing Concentration by Country
Covered NationAllied NationOther
Sourcing risk across the graph
Where each input is mined or refined. Not a FEOC determination for the company.
0
Designated (0%)
37
Covered nation (93%)
3
Elevated (8%)
0
No known factor (0%)
Legend
Node Types
Producer
Supplier
Component
Processing / Refining
Raw Material
Mine / Extraction
Logistics
Sourcing risk
Federally designated - named on a restricted-party list
Covered nation - sited in China, Russia, Iran or North Korea
Elevated - documented concentration risk, no federal listing
No known risk factor - not a compliance clearance
Not assessed - no sourcing judgement was made
Relationships
Transformation - manufactures / assembles
Refining - midstream processing (FEOC chokepoint)
Supply handoff - supplies / sources from
Arrows point in the direction material flows (input to product).
Every mapped input in the GoodWe supply chain
40 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for GoodWe.
Producer (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| GoodWeSuzhou, Jiangsu, China (secondary assembly in Vietnam) | China | Covered nation | Jiangsu GoodWe Power Supply Technology; World No.1 hybrid inverter supplier. Chinese HQ/OEM = FEOC-flagged. |
Component (15)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Power Semiconductor Module (IGBT/SiC) | China | Covered nation | Switching stage of the inverter. High-end IGBT/SiC dies often from EU/JP (Infineon/onsemi), but Chinese domestic power-semi (StarPower/BYD) increasingly used; packaging in China. |
| DC-Link Film CapacitorsChina | China | Covered nation | Dual metallized polypropylene film caps; China dominates BOPP film cap manufacture for inverters. |
| Magnetics (Transformer / Inductors)China | China | Covered nation | Boost/filter inductors and HF transformer; wound magnetics predominantly Chinese-made. |
| PCB Assembly (Control / Power Boards)China | China | Covered nation | Multilayer PCBA; China + Taiwan dominate PCB/CCL production. |
| BMS & Control Electronics (MCU/DSP) | China | Covered nation | MPPT/BMS logic; MCUs/DSPs partly imported (TI/ST) but boards populated in China. |
| Aluminum Enclosure / HeatsinkChina | China | Covered nation | Die-cast/extruded aluminum chassis and heatsink; Chinese aluminum extrusion. |
| Copper Busbars & WiringChina | China | Covered nation | Internal busbars, windings, cabling; drawn from China-refined copper. |
| LFP Battery Pack (Lynx Home)China | China | Covered nation | Lithium iron phosphate residential storage pack; >98% of LFP cells made in China. |
| LFP Battery CellChina | China | Covered nation | Prismatic LFP cell; Chinese cell makers (e.g. CATL/EVE-tier) supply residential ESS. |
| LFP Cathode Active MaterialChina | China | Covered nation | >98% of LFP cathode active material produced in China. |
| Graphite Anode MaterialChina | China | Covered nation | Spherical/coated graphite anode; China processes >90% of battery graphite, under export licensing. |
| Electrolyte & LiPF6China | China | Covered nation | Electrolyte with LiPF6 salt; overwhelmingly Chinese-produced. |
| Battery SeparatorChina | China | Covered nation | Polyolefin separator film; China dominant supplier. |
| Iron Phosphate Precursor (FePO4)China | China | Covered nation | pCAM for LFP: iron sulfate + phosphoric acid -> FePO4; almost exclusively made in China. |
| Power Semiconductor Wafer / Die | China | Covered nation | IGBT/MOSFET die on Si wafer; leading dies EU/JP/US, 200mm Chinese fabs rising (70%+ CN 200mm). |
Processing and refining (6)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Lithium Chemical Refinery (spodumene conversion)Jiangxi / Sichuan, China | China | Covered nation | Spodumene concentrate -> lithium carbonate; FEOC midstream chokepoint even for allied-mined ore. |
| Spherical Graphite ProcessorChina | China | Covered nation | Shaping/purification/coating of graphite into anode-grade; China ~90%+ of spherical graphite. |
| Polysilicon RefinerXinjiang / Inner Mongolia, China | China | Covered nation | Quartz/silicon metal -> electronic-grade polysilicon; China ITIF-flagged dominance. |
| Rare Earth Separation RefineryChina | China | Covered nation | Solvent-extraction separation of RE oxides; overwhelmingly Chinese chokepoint. |
| Copper Smelter / RefineryChina | China | Covered nation | Concentrate -> cathode; China dominant smelting throughput despite imported concentrate. |
| Alumina Refinery (Bayer) + SmelterShandong / Shanxi, China | China | Covered nation | Bauxite -> alumina -> aluminum; China refines the bulk of imported Guinean bauxite. |
Raw material (11)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Phosphoric AcidChina | China | Covered nation | Phosphorus input to FePO4; China leading phosphate/phosphoric acid producer. |
| Iron Sulfate (FeSO4)China | China | Covered nation | Iron source for FePO4, largely a TiO2 sulfate-process byproduct in China. |
| Refined Lithium CarbonateChina | China | Covered nation | Battery-grade Li2CO3; ~65% of world lithium refined in China. |
| Silicon Metal / Electronic-Grade PolysiliconChina | China | Covered nation | Feedstock for power-semi wafers; China dominant silicon metal + polysilicon refiner. |
| BOPP Dielectric FilmChina | China | Covered nation | Metallized biaxially-oriented polypropylene film for DC-link caps; China leading producer. |
| Grain-Oriented Silicon SteelChina | China | Covered nation | Laminations for line-frequency magnetics; China largest electrical steel producer. |
| Ferrite / Nanocrystalline CoreChina | China | Covered nation | HF transformer/inductor cores; China dominant ferrite + nanocrystalline core maker. |
| Rare Earth Oxides (NdFeB inputs)China | China | Covered nation | Nd/Pr/Dy for any permanent-magnet content and electronics; China ~90% of RE refining. |
| Refined Copper CathodeChina | China | Covered nation | 99.99% copper cathode drawn to wire/busbar; China ~40% of world copper refining. |
| Primary Aluminum IngotChina | China | Covered nation | Smelted aluminum for enclosure/heatsink; China largest primary aluminum producer. |
| Copper-Clad Laminate (FR4)China | China | Covered nation | PCB substrate; Asia-Pacific ~87% of CCL, China ~54% of APAC volume (Kingboard/Shengyi). |
Mine and extraction (6)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Spodumene (Hard-Rock Lithium) MineGreenbushes / Pilgangoora, Western Australia | Australia | Elevated sourcing risk | Allied-mined spodumene but exported to China for refining; mine allied, midstream flagged. |
| Natural Graphite Mine / Synthetic Graphite FeedHeilongjiang, China (flake graphite) | China | Covered nation | China dominant natural flake graphite miner; synthetic graphite from petroleum coke also China. |
| Quartz / Silica MineChina (high-purity quartz also US/Norway) | China | Covered nation | Silica feedstock; high-purity quartz partly US-sourced, bulk silica Chinese. |
| Rare Earth Mine (bastnaesite/monazite)Bayan Obo, Inner Mongolia, China | China | Covered nation | Dominant global RE mine; some allied ore (Mountain Pass US) also refined in China. |
| Copper MineChile / Peru (Escondida-tier) | Chile | Elevated sourcing risk | Allied-mined copper concentrate but refined in China; mine allied, midstream flagged. |
| Bauxite MineBoke Region, Guinea | Guinea | Elevated sourcing risk | Guinea = 74% of bauxite entering China; mine allied-ish but refined in China (flagged midstream). |
Logistics (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Ocean Freight / Import LogisticsShanghai / Ningbo ports | China | Covered nation | Finished units shipped globally from Chinese ports; distribution layer. |
Material flow (46 relationships)
- GoodWe assembles Power Semiconductor Module (IGBT/SiC) (Power semiconductor switching module)
- GoodWe assembles DC-Link Film Capacitors (DC-link film capacitors)
- GoodWe assembles Magnetics (Transformer / Inductors) (Transformer/inductor magnetics)
- GoodWe assembles PCB Assembly (Control / Power Boards) (PCB assemblies)
- GoodWe assembles BMS & Control Electronics (MCU/DSP) (BMS/control electronics)
- GoodWe assembles Aluminum Enclosure / Heatsink (Aluminum enclosure/heatsink)
- GoodWe assembles Copper Busbars & Wiring (Copper busbars/wiring)
- GoodWe assembles LFP Battery Pack (Lynx Home) (LFP battery pack)
- GoodWe supplies Ocean Freight / Import Logistics (Finished-goods freight)
- Power Semiconductor Module (IGBT/SiC) supplies Power Semiconductor Wafer / Die (IGBT/MOSFET die on wafer)
- Power Semiconductor Wafer / Die supplies Silicon Metal / Electronic-Grade Polysilicon (Electronic-grade polysilicon)
- Silicon Metal / Electronic-Grade Polysilicon refines Polysilicon Refiner (Silicon metal -> polysilicon)
- Polysilicon Refiner sources from Quartz / Silica Mine (Quartz/silica feedstock)
- DC-Link Film Capacitors supplies BOPP Dielectric Film (Metallized BOPP dielectric film)
- Magnetics (Transformer / Inductors) supplies Grain-Oriented Silicon Steel (Grain-oriented silicon steel laminations)
- Magnetics (Transformer / Inductors) supplies Ferrite / Nanocrystalline Core (Ferrite/nanocrystalline core)
- Magnetics (Transformer / Inductors) supplies Copper Busbars & Wiring (Magnet wire windings)
- Magnetics (Transformer / Inductors) supplies Rare Earth Oxides (NdFeB inputs) (Permanent-magnet / RE inputs)
- PCB Assembly (Control / Power Boards) supplies Copper-Clad Laminate (FR4) (Copper-clad laminate substrate)
- PCB Assembly (Control / Power Boards) assembles BMS & Control Electronics (MCU/DSP) (Populated control board)
- PCB Assembly (Control / Power Boards) supplies Copper Busbars & Wiring (Copper traces/plating)
- Copper-Clad Laminate (FR4) supplies Refined Copper Cathode (Copper foil from cathode)
- BMS & Control Electronics (MCU/DSP) supplies Power Semiconductor Wafer / Die (MCU/DSP silicon die)
- Aluminum Enclosure / Heatsink supplies Primary Aluminum Ingot (Primary aluminum ingot)
- Primary Aluminum Ingot refines Alumina Refinery (Bayer) + Smelter (Bauxite -> alumina -> aluminum)
- Alumina Refinery (Bayer) + Smelter sources from Bauxite Mine (Bauxite ore)
- Copper Busbars & Wiring supplies Refined Copper Cathode (Refined copper cathode)
- Refined Copper Cathode refines Copper Smelter / Refinery (Copper concentrate -> cathode)
- Copper Smelter / Refinery sources from Copper Mine (Copper concentrate)
- Rare Earth Oxides (NdFeB inputs) refines Rare Earth Separation Refinery (RE oxide separation)
- Rare Earth Separation Refinery sources from Rare Earth Mine (bastnaesite/monazite) (Bastnaesite/monazite ore)
- LFP Battery Pack (Lynx Home) assembles LFP Battery Cell (LFP battery cells)
- LFP Battery Pack (Lynx Home) assembles BMS & Control Electronics (MCU/DSP) (Battery management system)
- LFP Battery Cell supplies LFP Cathode Active Material (LFP cathode active material)
- LFP Battery Cell supplies Graphite Anode Material (Graphite anode material)
- LFP Battery Cell supplies Electrolyte & LiPF6 (Electrolyte/LiPF6)
- LFP Battery Cell supplies Battery Separator (Separator film)
- LFP Battery Cell supplies Copper Busbars & Wiring (Copper current collector foil)
- LFP Cathode Active Material supplies Iron Phosphate Precursor (FePO4) (Iron phosphate precursor (pCAM))
- LFP Cathode Active Material supplies Refined Lithium Carbonate (Lithium carbonate)
- Iron Phosphate Precursor (FePO4) supplies Phosphoric Acid (Phosphoric acid)
- Iron Phosphate Precursor (FePO4) supplies Iron Sulfate (FeSO4) (Iron sulfate)
- Refined Lithium Carbonate refines Lithium Chemical Refinery (spodumene conversion) (Spodumene -> lithium carbonate)
- Lithium Chemical Refinery (spodumene conversion) sources from Spodumene (Hard-Rock Lithium) Mine (Spodumene concentrate)
- Graphite Anode Material refines Spherical Graphite Processor (Graphite -> spherical anode)
- Spherical Graphite Processor sources from Natural Graphite Mine / Synthetic Graphite Feed (Flake/synthetic graphite feed)
Sources and methodology
Research-based supply-chain map compiled from public sources - not an audited bill of materials. Tiers reflect the standard industry structure for this product. Sourcing risk on a node describes where that input is typically mined or refined; it is not a FEOC determination for GoodWe, and it is not a screening result for the node itself unless a federal listing is cited against it. Verify against primary documentation before making a compliance determination.
Primary sources (2) - government, filings, standards bodies
Secondary sources (22) - trade press, analysts, reference works
- us.goodwe.com us.goodwe.com/products
- en.goodwe.com en.goodwe.com/introducing-goodwe-lynx-home-battery-series
- en.goodwe.com en.goodwe.com/Ftp/EN/Downloads/Datasheet/GW_Lynx%20Home%20F%20Series%20(HV)_Datasheet-EN.pdf
- waferpro.com waferpro.com/chinas-dominance-in-the-global-silicon-supply/
- itif.org itif.org/publications/2025/09/08/china-plans-to-dominate-a-key-semiconductor-material/
- faxiangongchang.com faxiangongchang.com/en/reports/china-semiconductor-silicon-wafer-2026
- sciencedirect.com sciencedirect.com/science/article/pii/S2666248525000071
- csis.org csis.org/analysis/friendshoring-lithium-ion-battery-supply-chain-battery-cell-manufacturing
- investingnews.com investingnews.com/daily/resource-investing/battery-metals-investing/lithium-investing/top-lithium-producers/
- en.wikipedia.org en.wikipedia.org/wiki/Lithium_mining_in_Australia
- camaltd.com camaltd.com/china-australia-lithium-shift-2026/
- cen.acs.org cen.acs.org/energy/energy-storage-/Lithium-iron-phosphate-comes-to-America/101/i4
- sciencedirect.com sciencedirect.com/science/article/pii/S0378775325018774
- benchmarkminerals.com benchmarkminerals.com/glossary/what-is-copper
- woodmac.com woodmac.com/horizons/securing-copper-supply-china-energy-transition/
- faxiangongchang.com faxiangongchang.com/en/reports/china-copper-smelting-2026
- discoveryalert.com.au discoveryalert.com.au/guinea-bauxite-dominance-china-aluminum-supply-chain/
- mining.com mining.com/web/top-bauxite-producer-guinea-to-unveil-export-controls-in-june/
- sunbowmagnetic.com sunbowmagnetic.com/magnetic-cores/silicon-steel-cores/
- teeyocore.com teeyocore.com/showroom/high-frequency-inverter-transformer-20khz-nanocrystalline-toroidal-amorpous-cores.html
- fortunebusinessinsights.com fortunebusinessinsights.com/copper-clad-laminates-market-116064
- mordorintelligence.com mordorintelligence.com/industry-reports/copper-clad-laminate-printed-circuit-board-substrate-market
Common questions
- Where does GoodWe source the inputs in this product?
- This map traces 40 inputs across 4 countries, including 12 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the GoodWe supply chain sits in a covered nation?
- 37 of 40 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 3 carry elevated sourcing risk without either basis.
- Is GoodWe itself a Foreign Entity of Concern?
- Yes. GoodWe is organized in China, a covered nation under the FEOC rules, which makes it a foreign entity of concern for IRA clean-energy tax credit purposes. It is not named on any of the 3 federal restricted-party lists screened for this record (DOD Section 1260H, BIS Entity List, OFAC SDN List). Sourcing risk in this map describes where inputs are mined and refined and is a separate question from the company's own federal screening.