Where does SMA Solar Technology AG source its components?
Germany. Supply chain mapped to 33 inputs across 8 countries.
No federal designation found. SMA Solar Technology 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), and Germany is not a covered nation under the FEOC rules. Is SMA Solar Technology AG a Foreign Entity of Concern?
Upstream sourcing exposure
5 in covered nations - 23 elevated, of 33 nodes.
Where inputs are mined and refined. Not a FEOC determination for the company -- see the federal list screening above.
Refining chokepoint
4 of 6 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 SMA Solar Technology AG supply chain
33 nodes, grouped by supply-chain tier. Sourcing risk describes where an input is mined or refined; it is not a FEOC determination for SMA Solar Technology AG.
Producer (1)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| SMA Solar Technology AGNiestetal / Kassel, Hesse (world's largest inverter factory, 40 GW capacity, CO2-neutral) | Germany | No known risk factor | German OEM; final inverter assembly domestic. Clean at OEM level; FEOC exposure sits upstream in components/refining. |
Component (10)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| SiC/IGBT Power ModuleInfineon (Germany/Austria/Malaysia) | Germany | Elevated sourcing risk | Infineon CoolSiC EasyPACK / TRENCHSTOP IGBT modules; core switching stage (ANPC topology). Packaged by allied fab but substrate sourcing mixed. |
| Gate Driver ICsInfineon EiceDRIVER 1ED20 family | Germany | Elevated sourcing risk | 36 gate drivers per Sunny Highpower PEAK3; allied-designed, wafers fabbed in EU/SEA. |
| DC-Link Film Capacitors | Mixed | Elevated sourcing risk | Polypropylene film caps buffer DC bus; film metallization capacity concentrated in Asia. |
| Aluminum Electrolytic Capacitors | Mixed | Elevated sourcing risk | China ~45% of global electrolytic cap volume; high-spec etched anode foil from Japan (Nippon Chemi-Con, Nichicon). |
| Inductors & Line-Frequency Magnetics | Mixed | Elevated sourcing risk | Boost/filter inductors + line reactors; core material either electrical steel or MnZn ferrite, both midstream-concentrated in China. |
| Multilayer PCB / Control Board | Mixed | Elevated sourcing risk | Bare board + control electronics; global PCB fabrication dominated by China/Taiwan. |
| Aluminum Heatsink | Mixed | Elevated sourcing risk | Extruded/finned aluminum for thermal management; aluminum midstream tied to China smelting. |
| Steel/Aluminum Enclosure | Mixed | Elevated sourcing risk | IP-rated cabinet; steel or aluminum casing. |
| Copper Busbars & Windings | Mixed | Elevated sourcing risk | High-current copper busbars, magnet wire windings, terminals. |
| DC/AC Connectors & Terminals | Mixed | Elevated sourcing risk | PV connectors, AC terminals; copper + engineering plastics. |
Processing and refining (6)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Copper Smelter/Refinery4 of world's 5 largest smelters in mainland China | China | Covered nation | Electrolytic refining chokepoint; China ~48-50% of global refined copper capacity. |
| Alumina Refinery + Aluminum SmelterChinese state refineries + smelters | China | Covered nation | Bayer-process alumina + Hall-Heroult smelting; China dominant midstream even on Guinean/Australian bauxite. |
| Silicon Metal / Polysilicon RefinerTongwei / GCL / Xinte (China) | China | Covered nation | Carbothermic silicon-metal smelting + polysilicon; China dominates. Also feeds SiC powder synthesis. |
| SiC Crystal Growth (substrate)Wolfspeed Durham/JP (NC); STMicro/Infineon EU | United States | Elevated sourcing risk | Boule growth + wafering. US/EU allied capacity clean; Chinese SiC crystal capacity flagged where used. |
| Tin Smelter/RefineryYunnan Province (China) vertically integrated | China | Covered nation | China leading refined-tin producer; also refines Myanmar Wa State + Indonesian feedstock. |
| Electrical Steel Millthyssenkrupp (DE); large volumes also China | Germany | Elevated sourcing risk | Grain-oriented steel milling; allied capacity clean, but China is largest global producer. |
Raw material (11)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| SiC Substrate / WaferWolfspeed (US), STMicro/Infineon (EU) | Mixed | Elevated sourcing risk | SiC boule growth ~14+ days/boule. Wolfspeed (Durham NC) + EU players clean; but China (SICC/San'an/TankeBlue) rapidly taking >50% share — source-dependent. |
| Silicon IGBT Die (polysilicon-based) | Mixed | Elevated sourcing risk | Silicon wafers ultimately trace to polysilicon; China (Tongwei, GCL, Xinte) dominates polysilicon refining. |
| Refined Copper (cathode) | Mixed | Elevated sourcing risk | China ~48% of global refined copper output; midstream chokepoint even when ore is allied-mined. |
| Primary Aluminum | Mixed | Elevated sourcing risk | China dominates alumina refining + primary aluminum smelting. |
| Polypropylene Capacitor Film | Mixed | Elevated sourcing risk | Metallized BOPP dielectric film; specialty film + metallization capacity concentrated in Asia. |
| Etched Aluminum Anode FoilNippon Chemi-Con / Nichicon (Japan) | Japan | Elevated sourcing risk | High-surface-area etched foil from <10 suppliers, mainly Japan + China; Japan = high-spec, allied. |
| Grain-Oriented Electrical Steel | Mixed | Elevated sourcing risk | Core lamination steel; thyssenkrupp (DE) allied source but China largest global producer. |
| MnZn Ferrite Core | China | Covered nation | Soft-magnetic MnZn ferrite (Fe/Mn/Zn oxides); production heavily concentrated in China. |
| Refined Tin / Solder | Mixed | Elevated sourcing risk | Lead-free solder for PCB/semiconductor assembly; China leads refining, feedstock from Myanmar/Indonesia. |
| Gold Bond Wire / Plating | Mixed | Elevated sourcing risk | Bond wire + connector plating; small volume, broadly sourced. |
| Silica / Quartz (SiC & Si precursor) | Mixed | Elevated sourcing risk | Quartz + carbon reduced to silicon metal, the shared precursor for polysilicon and SiC synthesis; China dominates silicon-metal smelting. |
Mine and extraction (5)
| Input | Origin | Sourcing risk | Basis |
|---|---|---|---|
| Copper MineCentral Andes porphyry belt (Chile/Peru) | Chile | No known risk factor | Ore extraction allied-clean; Chile+Peru dominate mining but ship concentrate to China for refining. |
| Bauxite MineGuinea (world's largest exporter); also Australia | Guinea | No known risk factor | Bauxite ore extraction; Guinea + Australia allied-mined, but processed largely in China. |
| Quartz / Silica MineHigh-purity quartz (e.g. Spruce Pine, NC) + global sources | United States | No known risk factor | High-purity quartz extraction allied-clean; refined downstream in China. |
| Tin MineBangka-Belitung (Indonesia); Wa State (Myanmar) | Indonesia | Elevated sourcing risk | Alluvial + hard-rock tin; heavy ASM/traceability + Myanmar conflict-mineral concerns → review. |
| Iron Ore Mine (steel feed)Pilbara (Australia); Brazil | Australia | No known risk factor | Iron ore for electrical-steel + enclosure steel; allied-mined. |
Material flow (46 relationships)
- SMA Solar Technology AG assembles SiC/IGBT Power Module (SiC/IGBT power module)
- SMA Solar Technology AG assembles Gate Driver ICs (gate driver ICs)
- SMA Solar Technology AG assembles DC-Link Film Capacitors (DC-link film capacitors)
- SMA Solar Technology AG assembles Aluminum Electrolytic Capacitors (aluminum electrolytic capacitors)
- SMA Solar Technology AG assembles Inductors & Line-Frequency Magnetics (inductors/magnetics)
- SMA Solar Technology AG assembles Multilayer PCB / Control Board (PCB / control board)
- SMA Solar Technology AG assembles Aluminum Heatsink (heatsink)
- SMA Solar Technology AG assembles Steel/Aluminum Enclosure (enclosure)
- SMA Solar Technology AG assembles Copper Busbars & Windings (copper busbars/windings)
- SMA Solar Technology AG assembles DC/AC Connectors & Terminals (connectors/terminals)
- SiC/IGBT Power Module supplies SiC Substrate / Wafer (SiC substrate)
- SiC/IGBT Power Module supplies Silicon IGBT Die (polysilicon-based) (silicon IGBT die)
- SiC/IGBT Power Module supplies Refined Copper (cathode) (copper leadframe/baseplate)
- SiC/IGBT Power Module supplies Gold Bond Wire / Plating (bond wire)
- SiC/IGBT Power Module supplies Refined Tin / Solder (die-attach solder)
- Gate Driver ICs supplies Silicon IGBT Die (polysilicon-based) (silicon logic die)
- DC-Link Film Capacitors supplies Polypropylene Capacitor Film (PP dielectric film)
- DC-Link Film Capacitors supplies Primary Aluminum (metallization aluminum)
- Aluminum Electrolytic Capacitors supplies Etched Aluminum Anode Foil (etched anode foil)
- Aluminum Electrolytic Capacitors supplies Primary Aluminum (aluminum foil base)
- Inductors & Line-Frequency Magnetics supplies Grain-Oriented Electrical Steel (lamination steel core)
- Inductors & Line-Frequency Magnetics supplies MnZn Ferrite Core (ferrite core)
- Inductors & Line-Frequency Magnetics supplies Refined Copper (cathode) (magnet wire)
- Multilayer PCB / Control Board supplies Refined Copper (cathode) (copper foil/trace)
- Multilayer PCB / Control Board supplies Refined Tin / Solder (solder)
- Multilayer PCB / Control Board supplies Gold Bond Wire / Plating (ENIG gold plating)
- Aluminum Heatsink supplies Primary Aluminum (aluminum)
- Steel/Aluminum Enclosure supplies Primary Aluminum (aluminum sheet)
- Steel/Aluminum Enclosure sources from Iron Ore Mine (steel feed) (steel)
- Copper Busbars & Windings supplies Refined Copper (cathode) (copper)
- DC/AC Connectors & Terminals supplies Refined Copper (cathode) (copper contacts)
- SiC Substrate / Wafer refines SiC Crystal Growth (substrate) (SiC boule/wafer)
- SiC Crystal Growth (substrate) sources from Silicon Metal / Polysilicon Refiner (SiC powder (Si+C synthesis))
- Silicon IGBT Die (polysilicon-based) refines Silicon Metal / Polysilicon Refiner (polysilicon → wafer)
- Silicon Metal / Polysilicon Refiner refines Silica / Quartz (SiC & Si precursor) (silicon metal from quartz)
- Silica / Quartz (SiC & Si precursor) sources from Quartz / Silica Mine (high-purity quartz)
- Refined Copper (cathode) refines Copper Smelter/Refinery (copper cathode)
- Copper Smelter/Refinery sources from Copper Mine (copper concentrate)
- Primary Aluminum refines Alumina Refinery + Aluminum Smelter (alumina → aluminum)
- Alumina Refinery + Aluminum Smelter sources from Bauxite Mine (bauxite ore)
- Etched Aluminum Anode Foil supplies Primary Aluminum (high-purity aluminum)
- Grain-Oriented Electrical Steel refines Electrical Steel Mill (grain-oriented steel)
- Electrical Steel Mill sources from Iron Ore Mine (steel feed) (iron ore)
- Refined Tin / Solder refines Tin Smelter/Refinery (refined tin)
- Tin Smelter/Refinery sources from Tin Mine (tin concentrate)
- MnZn Ferrite Core sources from Iron Ore Mine (steel feed) (iron oxide 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 SMA Solar Technology AG, 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.
Secondary sources (24) - trade press, analysts, reference works
- eenewseurope.com eenewseurope.com/en/infineon-sma-team-for-sic-solar-inverter-design/
- powerelectronicsnews.com powerelectronicsnews.com/sma-and-infineon-reduce-system-costs-for-inverters/
- en.wikipedia.org en.wikipedia.org/wiki/SMA_Solar_Technology
- pcb-hero.com pcb-hero.com/blogs/lickys-column/what-are-the-components-of-solar-inverter-pcb
- samrinc.com samrinc.com/blog/whats-inside-solar-inverter/
- 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/
- digitimes.com digitimes.com/news/a20240415VL201/china-sicc-sic-wafer.html
- faxiangongchang.com faxiangongchang.com/en/reports/china-copper-smelting-2026
- features.csis.org features.csis.org/copper-in-latin-america/
- discoveryalert.com.au discoveryalert.com.au/chinas-strategic-copper-processing-control-2025/
- discoveryalert.com.au discoveryalert.com.au/guinea-bauxite-dominance-china-aluminum-supply-chain/
- mining-technology.com mining-technology.com/features/featurealumina-and-bauxite-a-story-of-supply-4809237/
- forbes.com forbes.com/sites/timtreadgold/2024/12/01/china-and-the-us-compete-for-bauxite-the-ore-of-aluminum/
- dataintelo.com dataintelo.com/report/global-aluminum-electrolytic-capacitor-foil-market
- tti.com tti.com/content/ttiinc/en/resources/marketeye/categories/passives/me-zogbi-20220715.html
- thyssenkrupp-steel.com thyssenkrupp-steel.com/en/products/electrical-steel/electrical-steel-grain-oriented/electrical-steel-grain-oriented.html
- gsmagnetics.com gsmagnetics.com/mn-zn-ferrite-core-toroidal-core
- theoregongroup.com theoregongroup.com/investment-insights/is-there-enough-tin-supply-to-hold-the-tech-revolution-together/
- 33science.com 33science.com/2026/01/22/tin-producing-countries/
- semiconductorx.com semiconductorx.com/fabs-sic-power.php
- eepower.com eepower.com/news/wolfspeed-makes-300mm-silicon-carbide-wafer-breakthrough/
- pv-magazine.com pv-magazine.com/2023/04/19/sma-solar-begins-work-on-20-gw-inverter-factory-in-germany/
- sma.de sma.de/en/company/about-sma
Common questions
- Where does SMA Solar Technology AG source the inputs in this product?
- This map traces 33 inputs across 8 countries, including 11 mines and refiners. It is compiled from public sources and is not an audited bill of materials.
- How much of the SMA Solar Technology AG supply chain sits in a covered nation?
- 5 of 33 mapped inputs are sited in a covered nation (China, Russia, Iran or North Korea) or named on a federal restricted-party list. A further 23 carry elevated sourcing risk without either basis.
- Is SMA Solar Technology AG itself a Foreign Entity of Concern?
- No federal designation found. SMA Solar Technology 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), and Germany is not a covered nation under the FEOC rules. Sourcing risk in this map describes where inputs are mined and refined and is a separate question from the company's own federal screening.
