Catch up: @SpaceX's solar deal with SINGULUS has a twist in the fine print.
The German supplier will ship a turnkey heterojunction solar cell line to Bastrop, Texas, in H1 2027, for Starmind satellites.
That one order is about as big as SINGULUS's sales for nine months.
ALT SINGULUS GENERIS PECVD solar cell coating line in a factory hall, under the headline "SpaceX orders a solar cell line."
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The order: over €60M for the first line. SINGULUS booked €60.4M of revenue from January to September and expects about €83M for all of 2026.
Its whole order backlog on Sept 30 was €47.1M. This one contract is bigger.
ALT Bar chart in millions of euros: SpaceX first line over 60, SINGULUS January to September revenue 60.4, order backlog on Sept 30 47.1, under the headline "One order is worth nine months of sales."
Nov 11, 2026 · 4:18 PM UTC
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The fine print: SpaceX funded SINGULUS in March and again in October.
On Oct 21, a subordinated secured loan of about €22.75M repaid everything owed to China's Triumph Science and Technology. Triumph is now selling its 16.75% stake.
ALT SINGULUS GENERIS PVD solar cell production equipment, under the headline "A SpaceX loan paid off Triumph."
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The 100 GW figure is production equipment the partnership will "scale to support," with no timeline. Only the first line is signed. More are planned.
Sources: SINGULUS ad-hoc and 9-month report, SpaceX
Photos: SINGULUS
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ALT Text poster: "100 GW of equipment, no date."
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