Canadian Solar has tweaked its planned capacity expansions for this year, stripping back module assembly capacity expansion to instead produce more solar wafers and cells as the industry continues to recalibrate following months of supply chain volatility.
SMA Solar Technology saw inverter sales decline in the first half of 2021 and warned of potential delivery capacity constraints in H2 because of the ongoing strained supply situation for electronic components.
Enphase Energy shipped fewer microinverters in Q2 2021 than in the preceding quarter as supply constraints continued to bite, but the manufacturer still managed to boost revenue sequentially.
It is “unhealthy” for China to dominate solar manufacturing and production bases outside of the country are necessary to reduce the risk of supply chain disruptions, an Indian government official has said.
While the Asian solar industry has been hit by COVID-19 fueled disruption, the pandemic has also boosted interest from offtakers, industries and governments alike.
India installed just over 2GW of solar in Q1 2021 as the country rebounded from COVID-19 related delays, however full-year installs could fall to well below previous estimates, one forecast suggests.
Sunrun has increased its guidance for 2021 after a first quarter performance which has put the company on track to record its best ever year, CEO Lynn Jurich said.
Enphase Energy beat its revenue guidance in Q1 2021 as the microinverter supplier got off to a strong start to 2021, however an ongoing semiconductor shortage has weighed heavy on guidance for the rest of the year.
Tesla’s residential solar growth has continued into Q1 2021, but CEO Elon Musk has confessed to encountering major issues in roof assessments which have stymied installs of its Solar Roof product.
