Who are the major players and how are the pieces shifting?


An open timeline:

  • Enphase Energy [ENPH]
    • Acquired SunPower in 2018
      • Absorbed competitor and expanded market opportunities
  • SolarEdge [SEDG]
    • Acquired Kokam (Korean battery/energy storage co.)
    • Acquired controlling stake in S.M.R.E. SpA (electric vehicle power trains manufacturer)
      • Emulating Tesla [TSLA]?
  • TerraForm Power [TERP]
    • Acquired BY Brookfield Asset Management [BAM]
  • Tesla [TSLA]
    • Acquired SolarCity – August 1, 2016

Sources

https://www.fool.com/investing/2019/03/30/3-solar-stocks-to-add-to-your-watchlist.aspx