Tesla’s solar panel suppliers have changed rapidly

In the hotly contested Californian residential solar market, new data compiled by ROTH Capital Partners highlights, amongst many data points, that Tesla’s solar panel supply base and suppliers is undergoing a major transition and that it has been changing for several years.

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Top-5 solar module suppliers shipped 20GW in first half of 2018

The top-5 module suppliers to the PV industry shipped more than 20GW of modules during the first half of 2018, representing Y/Y growth of 10%.

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PV ModuleTech to showcase top-10 global module suppliers for 2019

Ahead of PV ModuleTech conference, Finlay Colville takes an in-depth look at the type of module companies that will be internationally known over the next 12-18 months.

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Module Quality Forum: What do EPCs and developers want from global module suppliers?

Heading into the PV ModuleTech 2018 event in Penang, Malaysia on 23-24 October 2018, PV-Tech is set to conduct a series of interviews with leading project developers and EPCs, to understand what downstream channels of the utility-scale PV segment are looking for, when choosing PV module suppliers and their respective module technology offerings.

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First Solar’s Series 6 module ramp-up constraint issues, explained!

In reporting second quarter 2018 financial results, First Solar revealed that it was having Series 6 production issues at its lead Ohio factory.

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Leading GW-plus module suppliers to non-China PV global markets

As module suppliers adapt to the slowdown of Chinese module demand in 2018 and 2019, global EPCs and developers are likely to see new Asian-produced panels being offered for both rooftop and ground-mount installations.

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How many Chinese module suppliers can compete with JinkoSolar, outside China?

Since Chinese investments into major cell and module facilities started – more than 10 years ago – success ultimately has been driven by overseas market-share gains, above other technical or financial benchmarks that otherwise would be expected.

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New module suppliers and technologies to create more opportunities and risks to developers and EPCs

Module selection for utility-scale solar sites in 2019 is likely to see the widespread availability of higher performance products with average selling prices significantly lower than witnessed over the past 12-18 months. So what does this mean for EPCs and developers? Finlay Colville reveals all.

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Solar manufacturing capacity expansion announcements in Q1 2018, reached 24.8GW

PV manufacturing capacity expansion announcements in the first quarter of 2018 continued to follow the strong trend set in the fourth quarter of 2017. The quarter also represented a revival in thin-film expansion plans as well as the return of PV module assembly outpacing solar cell announcements. Also notable was the return of India and the US as major destinations for new capacity plans.

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Bizarre demand forecasting for 2018 overshadows real impact of China’s confused investment strategy

The past few weeks has seen some of the most dramatic knee-jerk, naïve and misinformed PV market reporting seen in recent times, with the headlines often resembling nothing more than tabloid sensationalism.

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PV manufacturing capacity expansion announcements collapse in Q3 2017

After the significant upwards revisions made to global solar PV manufacturing capacity expansion announcements in the first half of 2017, which we reviewed in a previous blog, the third quarter was characterised by much more tempered plans.

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