Am I just old, or is the craze for heterojunction module factories basically a rerun of the Applied Materials Sunfab & Oerlikon Solar microcrystalline silicon module disaster, just with an extra layer. (21 companies bought factories from these two companies. 0 succeeded).
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Also, to be fair, sometimes innovations do work and catch on really fast - like bifacial module designs and diamond wire saws, both of which I did not see coming. Progress happens, usually not in the ways you expect.
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Was selling turnkey factories on which the eventual buyer was unable to turn a profit a problem for the suppliers last time?
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Oerlikon Solar was sold to Tokyo Electron and eventually discontinued, iirc. I think the Sunfab was just discontinued. I feel sorry for the staff who tried really hard to make it work, but the companies just sold picks and shovels in a gold rush.
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