In Applied Materials earnings call for fiscal fourth quarter, CFO, Robert J. Halliday said: “EES orders and revenues remained weak, and we continue to reduce our exposure to solar.”
In response to a question on this point in its earnings call, Halliday added: “We consistently screen all the businesses. The one that consistently we're ramping down is the solar business, frankly, because the market is bad. Right? But other than that we don't have much we would talk about right now.”
Over the past few years, Applied Materials has only made fleeting reference to its solar related business in earnings calls and only provided a written response over the closure of PWS and exit from ion implant.
Major PV energy provider SunPower is to ramp Cogenra Solar’s module technology to 2GW by 2020 and only a further 800MW of its ‘Maxeon’ solar cell technology at its new facility, Fab 5 that it expects to ramp in early 2019.
SunPower said that it would be offering a new ‘Performance’ (P) Series module developed by US-based Cogenra Solar, which it said it acquired earlier in 2015.
Cogenra Solar developed its Dense Cell Interconnect (DCI) technology, originally designed for low-cost CPV technology but further developed the technology for connecting conventional cell/modules, which is claimed to eliminate electrical losses from cell to cell.
SunPower makes major module technology shift on 2GW production target
The company had previously touted that the the DCI technology enabled a 60-cell N-type mono front contact module to generate 334W
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