First Solar, Inc. (Nasdaq: FSLR) - A Focus on the Technology Fundamentals

Published on November 23, 2011

  • Comprehensive review of the patent and technology portfolio of First Solar, a leading company in the Solar PV industry
  • Insight into First Solar's emerging product strategy and evolving collaborations and licensing partnerships
  • Detailed geographical analysis of First Solar's patent portfolio
  • Examination of key patents in the CdTe technology space owned by First Solar and other companies
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Geography Preview


 

The geography of patent filings shows a clear focus on US patent filings by First Solar compared to its non-US based peers. While such a focus is to be expected given the origins of First Solar, and its primary market in the US, as the Solar PV industry becomes increasingly global, non-domestic patent filings can be expected to become more important for companies with global ambitions.

 

The United States and European patent filings account for 50% of First Solar's patent portfolio. It is quite significant that patent filings in Asia account for a mere 6%, with only half of these filed in China. This may be particularly important in the future as China continues to growth as a market and as a source of competition to US and EU solar PV manufacturers. 

 

 



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