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Qorvo, Inc. Message Board

johnnie_beans 207 posts  |  Last Activity: Jul 12, 2016 1:04 PM Member since: Feb 8, 2005
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  • "Sonnenbatterie Eco 4. Residential storage systems - The company says the lithium-ion based system now has a lifetime of 10,000 charge cycles, whereas previous versions could manage up to 5,000. Company spokesman Mathias Bloch told PV Tech that additionally, while the previous models could cycle at a depth of discharge (DoD) of 80%, the new version can manage 100% DoD cycling."

    Impressive? How does that compare to Enphase?

  • Reply to

    Sonnen chooses IPWR!

    by porsche17000 Jul 12, 2016 9:15 AM
    johnnie_beans johnnie_beans Jul 12, 2016 12:17 PM Flag

    Sonnen does not make their own components and is in a position to pick the best. Their picking Ideal Power for the inverter for their commercial offering is a great endorsement. We also need to assume Ideal Power is making reasonable margins on sales to Sonnen either directly or through distributors..

  • In 2015, microinverter manufacturer Enecsys announced it was up for sale due to “working capital” issues. More than a year and a half later, no one has bought the company, leaving owners without a way to monitor their systems.

    A microinverter company with "working capital" issues? Does that sound familiar?

    Is there a profitable microinverter company on the planet or has there ever been one?

  • johnnie_beans johnnie_beans Jul 11, 2016 4:25 PM Flag

    "a market already burdened by overcapacity and declining margins."

    Competition is intensifying. Have we seen declining margins anywhere?

    Does not sound like a good place to invest money?

    China-based ICT (information and communications technology) firm Huawei Technologies decided to enter the PV inverter market, bringing its ICT know-how and hardware to a market already burdened by overcapacity and declining margins.

  • Companies whose businesses rely on government incentives need to be very cautious.

    Hawaii:

    Solar industry sees big layoffs following end of popular incentive program
    Friday, May 13th 2016, 12:29 am EDT

    HONOLULU (HawaiiNewsNow) -
    A new report says Hawaii's solar industry is shrinking and the downturn coincides with a big change to a popular incentive program.

    The Hawaii Solar Energy Association has issued a gloomy outlook as solar workers lose jobs, construction permit numbers slump and negative policy decisions cloud the future.

    Australia:

    20 June 2016

    One of Australia’s largest rooftop solar installers, Metro Solar, has suffered financial collapse,

    Of course, Metro is not the only Australian solar company to run into trouble. In February, Melbourne retailer Infinity Solar (now rebranded as Infinity Power) went broke, while clean energy retailer GO Energy was put into voluntary administration in April.

    The above should not affect Enphase because during the last CC Kris said business was great.

  • Reply to

    Curious

    by fourhourwoody Jul 10, 2016 8:31 PM
    johnnie_beans johnnie_beans Jul 11, 2016 8:13 AM Flag

    Microinverters are often paired with solar panels with higher name plate output than the microinverter since panels seldom output their nameplate power. If you are using 300W panels for a customer do you want to tell your customer you are supplying 250W micros or 240W micros paired with the 300W panels?

  • Reply to

    Hoverboard - Re-Call 500,000 boards recalled

    by wa4rws Jul 10, 2016 8:41 PM
    johnnie_beans johnnie_beans Jul 11, 2016 8:03 AM Flag

    "a major OEM in the e-mobility industry"

    That covers a lot of possibilities.

    What "major OEM" makes hoverboards?

  • johnnie_beans by johnnie_beans Jul 10, 2016 10:20 PM Flag

    Now Is Time To Go Solar!s
    July 10th, 2016 by Steve Hanley

    Just ignore the balance sheet?.

  • Reply to

    Curious

    by fourhourwoody Jul 10, 2016 8:31 PM
    johnnie_beans johnnie_beans Jul 10, 2016 9:59 PM Flag

    Marketing? 250 (peak) sounds better than 240 (continuous). The nominal output of the SolarEdge SE7600A is 7600 hence the model number.. It can max at 8350 but they do not use 8350 in their model designation.

    One company exaggerates everything they do or sell and the other company does not. Paul is a pumper, Guy is a business man.

  • johnnie_beans johnnie_beans Jul 10, 2016 6:35 PM Flag

    "The bottom line is the lower battery prices fall the better for ENPH as the economics of storage become ever more affordable."

    Enphase is currently tied to Eliiy Power batteries so the lower Eliiy Power batteries cost the better for Enphase. If Enphase does not buy large quantities then they will pay even more. If Tesla is successful it will be difficult if not impossible to compete with them on price.

  • johnnie_beans johnnie_beans Jul 10, 2016 11:27 AM Flag

    In addressing the energy storage markets STEM operates under a completely different business model than Enphase does. STEM understands the importance of low cost and where storage makes economic sense. They source their batteries from the large vendors that also address transportation like Panasonic, Samsung, and LG. Enphase sources from Eliiy Power which is a smaller company that will not be able to compete on price with the larger companies. STEM can buy in large quantities and get discounts that Enphase will not be able to.

    STEM also addresses the commercial, industrial, and utility scale markets and not residential. Enphase targets residential where batteries currently make the least economic sense. The Elliy Power battery may no longer even have the safety advantage that Enphase selected it for.

    Tesla built their factory in order to make their own batteries at the lowest cost and so as to not be dependent on any particular battery supplier. They are not locked into any particular chemistry and they will license and make the chemistry they decide is best. They are working with Panasonic for the EV application because Panasonic has agreed to share the cost. Tesla is considering Samsung technology for the energy storage markets. Tesla is monitoring all the important battery developments and will license the best.

  • johnnie_beans johnnie_beans Jul 8, 2016 9:23 PM Flag

    "People trust the Enphase System because of its proven reliability"

    People may trust the proven reliability of their equipment but can they trust the unproven reliability of their money losing business?

    That situation needs to change. Management cannot just play in the technology sand box and exhaust all of the companies resources trying to grow and out do the King Kongs of the industry.

    The CEO of SolarEdge says a strong balance sheet is important.
    The retiring CEO of First Solar says a strong balance sheet is important.
    The CEO of SunEdison said we have to grow and did not know what a balance sheet was.

    GLTA

  • johnnie_beans johnnie_beans Jul 8, 2016 8:54 PM Flag

    The entire issue disappears if you participate in a community solar system since there is nothing on your roof or on your wall.

    Building a large ground based community solar system has to be significantly more cost efficient than building an equivalent number of individual roof top solar systems. The savings would be shared by the members. It is also safer than roof top since there is nothing on your property.

    The community solar system approach could catch on and renters, home owners, and businesses can all equally participate. Large less expensive battery banks can also be incorporated.

    Community solar could become the next big thing in solar and could make roof top solar a much smaller segment of the market.

    "Centralizing the location of solar systems has advantages over residential installation that include:

    Trees, roof size and/or configuration, adjacent buildings, the immediate microclimate and/or other factors which may reduce power output.[2][3]
    Building codes, zoning restrictions, homeowner association rules and aesthetic concerns.[4]
    Lack of skills and commitment to install and maintain solar systems.[2]
    Expanding participation to include renters and others who are not residential property owners.[1]"

    An estimated 85% of U.S. residents can neither own nor lease systems because their roofs are physically unsuitable for solar or because they live in multi-family housing. At least 52 projects are under development in at least 17 states, and at least 10 states encourage their development through policy and programs.[7]

    Federal and other tax policies are necessary to finance community solar farms. U.S. Senator Mark Udall introduced the SUN Act (Solar Uniting Neighborhoods) to extend the existing 30% tax credit to community solar farms in 2010 and 2011.[8][9]

  • johnnie_beans johnnie_beans Jul 8, 2016 4:33 PM Flag

    "GM executive vice-president Mark Reuss recently acknowledged that LG is on track to get cell costs down to $145 per kWh in 2016, ramping down to $100 by 2020. Combined with the reduced assembly costs, the Bolt could have a pack cost of $300 per kWh or less. That’s well below the industry average of $424 per kWh projected by Navigant Research in its Advanced Energy Storage for Automotive report."

    Using $400/kWh

    500MWh x $400/kWh x 1,000 = $200M

    The plant is also looking to sell the separators and electrodes that make up the batteries.

  • johnnie_beans johnnie_beans Jul 8, 2016 12:26 PM Flag

    "why no rapid shutdown requirement for ground mount systems?"

    It is a requirement for roof top only and is needed to protect fire fighters who need to go on the roof of a burning building.

    "The 2014 edition of the National Electrical Code added rapid-shutdown requirements for PV systems on buildings with the goal of allowing first responders to quickly and easily control the PV system circuits leaving a roof-mounted array."

    The requirement is now being adopted by all the states.

  • Reply to

    Accumulate! Drones, now Apple Homekit!

    by thinminty Jul 1, 2016 10:40 AM
    johnnie_beans johnnie_beans Jul 8, 2016 11:38 AM Flag

    If it is an AMBA customer that is supplying Apple then that may explain why there was no PR from AMBA?

  • johnnie_beans johnnie_beans Jul 8, 2016 11:26 AM Flag

    All the markets will grow. The point of the thread was to highlight a new business model that can significantly compete with rooftop solar. What the ramifications are for the installers and the inverter companies remains to be seen. Some believe community solar will grow faster than roof top solar. I was called by an NRG rep to see if I wanted to buy into a community solar system being built in the NE.

    I believe the growth of community solar will benefit the larger installers more than the smaller installers since community solar systems are larger commercial scale system. As for inverter companies those that provide the best value proposition for commercial scale systems should benefit. Shading is less of an issue and rapid shut down is not a requirement for ground mount systems which may make string inverters more cost competitive.

  • Reply to

    Accumulate! Drones, now Apple Homekit!

    by thinminty Jul 1, 2016 10:40 AM
    johnnie_beans johnnie_beans Jul 8, 2016 9:47 AM Flag

    "The mere mention of AAPL in a momo stock is like gasoline on a fire."

    True, but being a supplier to Apple does not always work out for the supplier. They put a lot of pressure on their suppliers to sell to them at razor thin margins. GTAT went out of business trying to be a supplier to Apple and INVN stock has gone down ever since they became a supplier to Apple.

    No doubt AMBA can handle APPL and maintain their margins.

  • Reply to

    More gas leaks

    by johnnie_beans Jul 8, 2016 8:50 AM
    johnnie_beans johnnie_beans Jul 8, 2016 9:16 AM Flag

    World's Largest Storage Battery Will Power Los Angeles
    More than 18,000 lithium ion battery packs would replace a gas-fired power plant used to meet peak demand.

    The politics for this to happen are now in place because California’s Public Utilities Commission set a target requiring utilities to build their capacity to store energy, to use more renewable energy and to cut the state’s greenhouse gas emissions 80 percent by 2050. The economics are there, too, because the local utility, Southern California Edison Co., picked the designer of the battery, AES Corp., an Arlington, Va., company, against 1,800 other offers to replace the peaker.

    The mega-battery won’t be up and running for five years, and Southern California needs more energy storage capacity yesterday. Officials warn that this summer, the region could face as many as 14 days of scheduled blackouts because of a huge leak earlier this year at the Porter Ranch natural gas storage facility. While the leak has stopped, the facility—which feeds fuel to 17 Los Angeles-area power plants—may not be fully recovered and tested for months.

    Meanwhile, other utilities are suddenly feeling the need to store substantial quantities of electricity. As John Zahurancik, president of AES’s energy storage company, put it, “It’s a bit of a Wild West open market right now.”

    The energy storage market is a major focus. It appears that the demand should be there. Are they taking orders yet and ramping up production to met demand? Goodbye $4's?

  • johnnie_beans by johnnie_beans Jul 8, 2016 8:50 AM Flag

    "California shuts 2nd gas storage site on new leak
    7 Jul 2016, 5.06 pm GMT

    Houston, 7 July (Argus) — PG&E's largest underground natural gas storage field in San Joaquin county, California, has been shut so that its wells can undergo the same rigorous testing as those at the Aliso Canyon storage field following the discovery of a low-level gas leak last month.

    This means two of the state's largest gas storage facilities are now unavailable as summer demand builds for gas-fired power plants."

    The leaks should accelerate the transition to renewable energy and storage.

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