Where does Huawei / FusionSolar source its components?
China. Supply chain mapped to 45 inputs across 5 countries.
Yes. Huawei (FusionSolar) is named on the DOD Section 1260H list and the BIS Entity List -- a federal restricted-party designation that makes it a foreign entity of concern for IRA clean-energy tax credit purposes. Is Huawei / FusionSolar a Foreign Entity of Concern?
Upstream sourcing exposure
40 in covered nations - 5 elevated, of 45 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
8 of 8 processing/refining steps in covered nations
Sourcing Concentration by Country
Sourcing risk across the graph
Where each input is mined or refined. Not a FEOC determination for the company.
Legend
Node Types
Sourcing risk
Relationships
Every mapped input in the Huawei / FusionSolar supply chain
45 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for Huawei / FusionSolar.
Producer (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Huawei / FusionSolarDongguan / Shenzhen, China | China | Covered nation | Chinese state-linked OEM; FusionSolar string inverters + LUNA2000 ESS. FEOC-flagged as a China-controlled entity. |
Supplier (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Logic/DSP Chip (wafer fab)SMIC-class fab, China | China | Covered nation | Control silicon fabbed domestically post US export controls. |
Component (10)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Smart String Inverter (SUN2000)China | China | Covered nation | Core DC-AC power conversion unit; assembled in-house by Huawei. |
| LUNA2000 Battery Energy Storage SystemChina | China | Covered nation | Residential/C&I LFP ESS; module+BMS architecture. |
| Smart PV Optimizer (MERC)China | China | Covered nation | Module-level DC optimizer; buck-boost power electronics. |
| Enclosure & Heatsink AssemblyChina | China | Covered nation | Die-cast aluminum enclosure + heatsink for thermal management. |
| IGBT / SiC Power ModuleChina (e.g. StarPower/BYD-class domestic IDMs) | China | Covered nation | Power switching module. Huawei shifted to domestic Chinese IGBT/SiC after US export controls. |
| Magnetics / Inductor & TransformerChina | China | Covered nation | Boost inductors and isolation magnetics. |
| DC-Link & Film CapacitorsChina | China | Covered nation | Aluminum electrolytic + metallized film capacitors for DC bus. |
| Control Board & DSP (MCU/PCB)China | China | Covered nation | Digital control, DSP/MCU, gate drivers on multilayer PCB. |
| LFP Battery CellChina (CATL/EVE-class) | China | Covered nation | LiFePO4 prismatic cells for LUNA2000; sourced from top Chinese cell makers. |
| Battery Management System (BMS)China | China | Covered nation | Cell balancing, monitoring, protection electronics for LUNA2000. |
Processing and refining (8)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Silicon Metal Smelter (arc furnace)Yunnan / Xinjiang, China | China | Covered nation | Carbothermic reduction of quartz to Si metal; China dominates. Xinjiang linked = FEOC/UFLPA exposure. |
| Gallium Refiner (alumina by-product)China | China | Covered nation | Recovered from Bayer-process alumina liquor; China near-monopoly, export-controlled since 2023. |
| Steel Mill / Electrical Steel LineChina | China | Covered nation | Smelting + cold-rolling to electrical steel done in China -> flagged at refining chokepoint. |
| Copper Smelter / RefineryChina | China | Covered nation | China smelts ~45%+ of world refined copper; refining chokepoint -> flagged. |
| Tantalum RefinerChina | China | Covered nation | Much tantalum processed in China; refining chokepoint. |
| Lithium Chemical RefinerChina | China | Covered nation | China refines ~65-70% of battery lithium chemicals; the FEOC chokepoint. |
| Spherical Graphite Refiner (spheronize/purify/coat)China | China | Covered nation | Milling, spheronization, HF/thermal purification, carbon coating -> China near-monopoly. Core FEOC chokepoint. |
| Alumina Refinery + Aluminum SmelterChina | China | Covered nation | Bayer alumina + Hall-Heroult smelting in China (~60% of world primary aluminum) -> flagged. |
Raw material (18)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Silicon Wafer (power die substrate)China | China | Covered nation | Power semiconductor wafer; wafer fab (SMIC-class) domestic post-sanctions. |
| Silicon Carbide SubstrateChina | China | Covered nation | SiC boule/wafer for high-efficiency modules; China rapidly scaling SiC capacity. |
| AlSiC BaseplateChina | China | Covered nation | Aluminum-silicon-carbide baseplate for power module thermal management. |
| Silicon MetalChina | China | Covered nation | Metallurgical silicon feedstock for wafers/SiC; China ~70%+ of global silicon metal output. |
| Gallium (GaN/dopant)China | China | Covered nation | Gallium for advanced power devices; China ~98% of refined gallium and restricts exports. |
| Electrical Steel / Ferrite CoreChina | China | Covered nation | Grain-oriented electrical steel + ferrite cores; China largest producer. |
| Copper Magnet Wire & BusbarsChina | China | Covered nation | Copper windings/busbars/foil; China dominates copper wire fabrication. |
| Etched Aluminum Anode FoilChina | China | Covered nation | High-purity etched/formed aluminum foil; China dominates electrolytic-cap foil. |
| Tantalum (MLCC/electrolytic)DRC / Rwanda | Democratic Republic Of Congo | Elevated sourcing risk | Tantalum from Central Africa; conflict-mineral scrutiny. |
| Gold (bond wire / plating)Global | China | Covered nation | Gold for bonding/plating; mined globally, refined widely incl. China. |
| LFP Cathode Active MaterialChina | China | Covered nation | Lithium iron phosphate cathode powder; China ~99% of LFP cathode output. |
| Iron Phosphate Precursor (pCAM)China | China | Covered nation | FePO4 precursor synthesized from iron + phosphoric acid; China-dominated. |
| Battery-Grade Lithium CarbonateChina | China | Covered nation | Refined Li2CO3 for cathode; refining chokepoint in China. |
| Graphite Anode Active MaterialChina | China | Covered nation | Spherical/coated graphite anode; China ~99% of anode material. |
| Battery Electrolyte (LiPF6)China | China | Covered nation | LiPF6 salt + carbonate solvents; China dominates electrolyte and LiPF6. |
| Battery Separator (PE/ceramic)China | China | Covered nation | Wet-process polyolefin separator; China leads separator output. |
| Battery Copper Foil (anode current collector)China | China | Covered nation | Electrodeposited copper foil; China dominates. Feeds from copper smelter. |
| Die-Cast Aluminum (enclosure/heatsink)China | China | Covered nation | ADC12-class die-cast aluminum for housings/heatsinks. |
Mine and extraction (6)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Quartzite (silica) MineChina | China | Covered nation | High-purity quartz feedstock mined domestically; also imports from US/Norway for high-grade. |
| Iron Ore MinePilbara, Australia | Australia | Elevated sourcing risk | Iron ore largely allied-mined (Australia/Brazil) but shipped to China for steelmaking. |
| Copper MineChile / Peru / DRC | Chile | Elevated sourcing risk | Copper concentrate mined in allied/mixed jurisdictions. |
| Spodumene / Lithium MineGreenbushes / Pilbara, Australia | Australia | Elevated sourcing risk | Spodumene mostly Australian-mined but shipped to China for conversion. |
| Natural Flake Graphite MineHeilongjiang, China | China | Covered nation | China ~79% of mined natural graphite; also synthetic (needle coke) route. |
| Bauxite MineGuinea / Australia | Guinea | Elevated sourcing risk | Bauxite mined in Guinea/Australia; ore itself allied/mixed. |
Logistics (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Ocean Freight & DistributionShenzhen / Shanghai ports | China | Covered nation | Finished-goods export logistics from Chinese ports to global markets. |
Material flow (62 relationships)
- Huawei / FusionSolar manufactures Smart String Inverter (SUN2000) (Smart String Inverter)
- Huawei / FusionSolar manufactures LUNA2000 Battery Energy Storage System (LUNA2000 ESS)
- Huawei / FusionSolar manufactures Smart PV Optimizer (MERC) (PV Optimizer)
- Huawei / FusionSolar assembles Enclosure & Heatsink Assembly (Enclosure & Heatsink)
- Huawei / FusionSolar sources from Ocean Freight & Distribution (Freight & distribution)
- Smart String Inverter (SUN2000) assembles IGBT / SiC Power Module (IGBT/SiC power module)
- Smart String Inverter (SUN2000) assembles Magnetics / Inductor & Transformer (Magnetics/inductor)
- Smart String Inverter (SUN2000) assembles DC-Link & Film Capacitors (DC-link capacitors)
- Smart String Inverter (SUN2000) assembles Control Board & DSP (MCU/PCB) (Control board & DSP)
- Smart PV Optimizer (MERC) assembles IGBT / SiC Power Module (Power switches)
- Smart PV Optimizer (MERC) assembles Control Board & DSP (MCU/PCB) (Control electronics)
- IGBT / SiC Power Module supplies Silicon Wafer (power die substrate) (Silicon power die)
- IGBT / SiC Power Module supplies Silicon Carbide Substrate (SiC die)
- IGBT / SiC Power Module supplies AlSiC Baseplate (AlSiC baseplate)
- IGBT / SiC Power Module supplies Gallium (GaN/dopant) (Gallium (GaN devices))
- Silicon Wafer (power die substrate) supplies Silicon Metal (Silicon metal feedstock)
- Silicon Carbide Substrate supplies Silicon Metal (Silicon feedstock)
- AlSiC Baseplate supplies Silicon Metal (Silicon carbide phase)
- Silicon Metal refines Silicon Metal Smelter (arc furnace) (Silicon metal)
- Silicon Metal Smelter (arc furnace) sources from Quartzite (silica) Mine (Quartzite ore)
- Quartzite (silica) Mine refines Silicon Metal (Silica -> silicon)
- Gallium (GaN/dopant) refines Gallium Refiner (alumina by-product) (Refined gallium)
- Gallium Refiner (alumina by-product) sources from Alumina Refinery + Aluminum Smelter (Alumina liquor by-product)
- Magnetics / Inductor & Transformer supplies Electrical Steel / Ferrite Core (Electrical steel/ferrite core)
- Magnetics / Inductor & Transformer supplies Copper Magnet Wire & Busbars (Copper magnet wire)
- Electrical Steel / Ferrite Core refines Steel Mill / Electrical Steel Line (Electrical steel)
- Steel Mill / Electrical Steel Line sources from Iron Ore Mine (Iron ore)
- Iron Ore Mine refines Electrical Steel / Ferrite Core (Iron ore -> steel)
- Copper Magnet Wire & Busbars refines Copper Smelter / Refinery (Refined copper)
- Copper Smelter / Refinery sources from Copper Mine (Copper concentrate)
- Copper Mine refines Copper Magnet Wire & Busbars (Copper ore -> cathode)
- DC-Link & Film Capacitors supplies Etched Aluminum Anode Foil (Etched aluminum foil)
- DC-Link & Film Capacitors supplies Tantalum (MLCC/electrolytic) (Tantalum)
- Etched Aluminum Anode Foil refines Alumina Refinery + Aluminum Smelter (Aluminum -> foil)
- Tantalum (MLCC/electrolytic) refines Tantalum Refiner (Refined tantalum)
- Control Board & DSP (MCU/PCB) supplies Logic/DSP Chip (wafer fab) (DSP/MCU chip)
- Control Board & DSP (MCU/PCB) supplies Gold (bond wire / plating) (Gold bond wire/plating)
- Control Board & DSP (MCU/PCB) supplies Copper Magnet Wire & Busbars (Copper-clad laminate)
- Logic/DSP Chip (wafer fab) supplies Silicon Wafer (power die substrate) (Silicon wafer)
- LUNA2000 Battery Energy Storage System assembles LFP Battery Cell (LFP battery cell)
- LUNA2000 Battery Energy Storage System assembles Battery Management System (BMS) (BMS)
- LUNA2000 Battery Energy Storage System assembles Enclosure & Heatsink Assembly (Pack enclosure)
- LFP Battery Cell supplies LFP Cathode Active Material (LFP cathode active material)
- LFP Battery Cell supplies Graphite Anode Active Material (Graphite anode)
- LFP Battery Cell supplies Battery Electrolyte (LiPF6) (Electrolyte)
- LFP Battery Cell supplies Battery Separator (PE/ceramic) (Separator)
- LFP Battery Cell supplies Battery Copper Foil (anode current collector) (Copper foil current collector)
- LFP Cathode Active Material supplies Iron Phosphate Precursor (pCAM) (Iron phosphate precursor)
- LFP Cathode Active Material supplies Battery-Grade Lithium Carbonate (Lithium carbonate)
- Battery-Grade Lithium Carbonate refines Lithium Chemical Refiner (Battery-grade Li2CO3)
- Lithium Chemical Refiner sources from Spodumene / Lithium Mine (Spodumene concentrate)
- Spodumene / Lithium Mine refines Battery-Grade Lithium Carbonate (Spodumene -> lithium chemical)
- Iron Phosphate Precursor (pCAM) sources from Iron Ore Mine (Iron source)
- Graphite Anode Active Material refines Spherical Graphite Refiner (spheronize/purify/coat) (Spherical/coated graphite)
- Spherical Graphite Refiner (spheronize/purify/coat) sources from Natural Flake Graphite Mine (Natural flake graphite)
- Natural Flake Graphite Mine refines Graphite Anode Active Material (Flake -> anode material)
- Battery Copper Foil (anode current collector) refines Copper Smelter / Refinery (Copper foil)
- Enclosure & Heatsink Assembly supplies Die-Cast Aluminum (enclosure/heatsink) (Die-cast aluminum)
- Die-Cast Aluminum (enclosure/heatsink) refines Alumina Refinery + Aluminum Smelter (Aluminum ingot)
- Alumina Refinery + Aluminum Smelter sources from Bauxite Mine (Bauxite ore)
- Bauxite Mine refines Die-Cast Aluminum (enclosure/heatsink) (Bauxite -> aluminum)
- Battery Management System (BMS) supplies Logic/DSP Chip (wafer fab) (BMS control IC)
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 Huawei / FusionSolar, 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 (9) - trade press, analysts, reference works
- solar.huawei.com solar.huawei.com/en/products/luna2000-7-14-21-s1/
- pveurope.eu pveurope.eu/inverter/huawei-debuts-fusionsolar-90-grid-forming-string-inverters
- en.wikipedia.org en.wikipedia.org/wiki/CATL
- arenaev.com arenaev.com/huawei_and_seres_will_work_with_catl_on_new_m3p_battery-news-760.php
- visualcapitalist.com visualcapitalist.com/charted-chinas-grip-on-critical-mineral-refining/
- mercomindia.com mercomindia.com/chinas-dominance-in-critical-minerals-supply-and-refining-continues-iea
- rareearthexchanges.com rareearthexchanges.com/news/beyond-rare-earths-five-critical-minerals-under-chinas-near-monopoly/
- tycorun.com tycorun.com/blogs/news/top-10-inverter-igbt-companies-in-china
- samaterials.com samaterials.com/aluminium/1885-alsic-aluminum-silicon-carbide-igbt-base-plate.html
Common questions
- Where does Huawei / FusionSolar source the inputs in this product?
- This map traces 45 inputs across 5 countries, including 14 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the Huawei / FusionSolar supply chain sits in a covered nation?
- 40 of 45 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 5 carry elevated sourcing risk without either basis.
- Is Huawei / FusionSolar itself a Foreign Entity of Concern?
- Yes. Huawei (FusionSolar) is named on the DOD Section 1260H list and the BIS Entity List -- a federal restricted-party designation that makes it a foreign entity of concern for IRA clean-energy tax credit purposes. Sourcing risk in this map describes where inputs are mined and refined and is a separate question from the company's own federal screening.
