New directions for U.S. solar veterans
Business model, technology innovation: SunPower and First Solar have long stood at the vanguard of the U.S. PV industry. But size and experience has never locked in success in solar. pv magazine checks out how the two company’s business models have evolved and continue to evolve, and in what new directions the two are heading.
Overcapacity is brutal. On a number of occasions over the last decade, the bruising effects of cell and module manufacturing overcapacity have cascaded through the industry. The impacts of production overcapacity were keenly felt in 2012, when prices collapsed in the latter stages of the year, delivering a short, sharp shock to the industry. The …
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