First Solar ramping Series 6 capex as R&D spending declines

The major manufacturing transition by First Solar to its large-area Series 6 CdTe thin-film module format is well underway and, going by recent management commentary in its fourth quarter 2017 conference call with financial analysts, has increased its tempo slightly, not least due to updated spending plans for the second time in a few months.

Is First Solar behind 1GW solar plant planned for Nevada?

A day after First Solar and SunPower agreed the sale of its JV yieldco to Capital Dynamics, the asset management firm has announced plans to build a 1GW PV power plant in Nevada using US made solar modules for clients such as technology infrastructure firm, Switch.

First Solar and SunPower agree sale of yieldco

First Solar and SunPower have agreed to sell their Joint Venture solar power plant yieldco, 8point3 Energy Partners, to energy investment firm Capital Dynamics, Inc., for US$977 million in equity value and about US$1.7 billion in enterprise value in an all cash transaction.

First Solar executives losing hair over first ‘Series 6’ panel produced

Leading thin-film manufacturer First Solar highlighted at its 2017 Analyst Day event that it had recently fabricated the first functional CdTe Series 6 thin-film panel at its Perrysburg, Ohio plant, which is spearheading the transition to the larger format at all of the company’s manufacturing plants based in Malaysia and Vietnam.

SunPower running scared of First Solar

Documents filed by US-headquartered high-efficiency PV cell and module producer SunPower Corp to the US International Trade Commission (ITC) in respect to the ‘Section 201’ trade case show that SunPower wants thin-film modules made by First Solar included in any remedy actions, while pitching for its IBC (Interdigitated back contact) cells and modules to be excluded.

10 years of R&D spending analysis of 12 key PV module manufacturers

PV Tech reached its own little milestone of having reported and analysed the R&D spending habits of the same 12 key PV module manufacturers for 10 years. The results have just been published in sister technical journal Photovoltaics International as part of the annual leaders and laggards of R&D spending for 2016.

Reducing OEM module supply should be quality-driven, not to save a penny on blended costs

The use of third-party cell and module sourcing has seen a massive uptick in the solar industry, during the past 2-3 years. The appetite of leading global module suppliers to rely on outsourced cells and modules has been clear to see in the past 12-18 months, but tends to go through almost quarterly tactical adjustments, often driven by factors that are potentially creating risk for long-term downstream asset holders of utility-scale sites.

First Solar tops 500MW of Series 4 module orders in Australia

Leading CdTe thin-film module manufacturer First Solar has secured a 241MW module supply contract with Australian EPC firm, RCR Tomlinson. The latest contract is for two major PV power plant projects, bringing its contracted business in the country to over 500MW in the next 12 months.