Mark Osborne

In exclusive analysis for PV Tech Premium subscribers, Mark Osborne scrutinises JA Solar's plans to have 40GW of module assembly capacity by the end of this year, and how it reached that capacity.

Market leading PV module film material manufacturer, First Applied Materials has reported soaring profits on the back of growing demand, increased capacity and higher average selling prices (ASPs) for the fourth quarter and full-year 2020.

US residential installer Vision Solar plans to add around 1,000 jobs by the end of 2022 on the back of projected business growth of 168% per annum.

Thin-film laser systems equipment supplier LPKF Laser & Electronics suffered from delays in receiving new expected orders from two long-stand customers last year.

China-based integrated monocrystalline PV manufacturer Solargiga Energy has warned that despite a 37% increase in total revenue for 2020, supply chain issues led to expected losses of around RMB215 million (US$33 million) for the year.

PV Tech delves into the performance of the top five publicly-listed US residential solar installers – Tesla, Sunrun, SunPower, Vivint Solar and Sunnova – detailing how they grew their market share in 2020, how regionality affected installs last year, and what hurdles the sector can expect in 2021.

Major polysilicon and wafer producer GCL-Poly Energy Holdings expects a net loss of at least US$891 million, its largest on record.

Analysing the manufacturer's recent results disclosure, Mark Osborne details how Canadian Solar is falling behind its key rivals regarding its manufacturing expansions and shipments plans

‘Solar Module Super League’ (SMSL) member Canadian Solar is guiding a significant increase in PV module and energy storage shipments, resulting in full year 2021 revenue of between US$5.6 billion to US$6.0 billion, over 70% higher than revenue reported for 2020.

Polysilicon provider Wacker witnessed a sales recovery in the second half of 2020, but ongoing cost reductions coupled with weak first half demand led to polysilicon plant utilisation rates averaging 85%.