Should
solar companies vertically integrate operations, combining everything from wafer manufacturing to power plant development under one roof, or should they try to claim a horizontal niche in the value chain?
We might see the answer in the next few years -- and the results could be surprising.
A number of large manufacturers such as SunPower, Yingli Green Energy and Canadian Solar are pursuing vertical strategies to varying degrees. Producing wafers and cells in-house guarantees a base level ...
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