Our conclusion: If solar OEMs want 2021 sales to meet or exceed their remarkable 2020 successes, they’ll need to make a bigger investment in brand building. It’s one of the surest ways out the commoditization’s downward pressure on profitability. We think the same holds true for manufacturers of other solar components.
With SunPower out of solar panel making, the position of top solar marketer is open for a successor to seize. You can get the analysis here.