New York State has offered employees of Panasonic working at Tesla’s Gigafactory 2 plant in Buffalo assistance in finding new jobs as the Japanese electronics giant is expected to shut down solar panel operations at the facility.
China-based PV and glass manufacturer, Changzhou Almaden Stock Co Ltd was recently forced to declare that it was supplying Tesla with glass encapsulated solar roof tiles, due to abnormal fluctuations in its stock traded on the Shenzhen Stock Exchange.
Panasonic has warned US solar installers about Tesla selling a “large quantity” of its solar panels designated to the company to an unidentified third-party wholesaler that would not be covered by Panasonic product warranties.
Panasonic is transferring a 90% stake in its heterojunction (HIT) solar cell and module assembly plant in Malaysia to China-based PV manufacturer, GS-Solar as part of wider collaboration on HIT production expansion and R&D.
Tesla’s energy generation and storage business revenue declined further in the first quarter of 2019, with solar rooftop deployments hitting a new low of 47MW, a 36% quarter-on-quarter decline. In response, Tesla will be offering new customers in the US a US$99 upfront deposit before installing a solar system.
PV is increasingly becoming the cheapest energy source and therefore has become the energy source with the highest yearly capacity additions! Even in 2018, after some scepticism right after SNEC 2018, due to the announcement of the Chinese Government to stop supporting PV as intensively as in 2017, more than 100GW (109GW) have been installed worldwide (we actually bet a crate of beer on that!) and 125GW has been forecasted to be installed in 2019.
World Vision and Panasonic Corporation have launched an Off-grid Solutions Project in Narok County, Kenya, which will see Panasonic bring solar powered electricity to an area of Narok County that is not connected to the national power grid.
Just when it looked like the underlining trend for Tesla’s shift away from using third party mainstream solar panel suppliers was set in stone, as manufacturing partner Panasonic started ramping Gigafactory 2 production, the latest data for the third quarter of 2018, goes completely in a different direction.
Panasonic Eco Solutions of North America and SolarEdge Technologies have teamed to offer the Panasonic ‘HIT’ (Heterojunction with Intrinsic Thin layer) ‘S Series’ PV module, using power optimizers that offer greater design flexibility for higher power efficiency and lower installation costs with a higher ROI.
Dual function residential roof tiles or shingles that incorporate solar PV (photovoltaic) cells into an integrated PV system for new build and retrofit homes have already received the ‘hype’ from Tesla’s Elon Musk but a new kid on the blog is set to go head to head with Tesla for this niche US market both from a manufacturing and installation perspective.
At Solar Power International 2018 in Anaheim, numerous PV module manufacturers are continuing to roll-out a wider range of panels that embrace new technologies such as bifacial and half-cut cells as well as increased performance from existing product offerings that include both monocrystalline and multicrystalline.
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.
As the solar industry has grown from a 50GW market to 100GW in just a few years, the desire to have differentiated production has increased, especially for companies entering the market or repositioning strategies.