![]() While Panasonic has been making Solar Roof cells, Tesla “took issue with their aesthetics and cost” and had turned to a Chinese supplier as well, Bloomberg reported, citing several sources. The piece also noted that Panasonic’s production is distinct from Tesla, set up on the other side of the building, despite Tesla’s portrayal of the deal as a close collaboration. The team also faced difficulties with the appearance and performance of the Solar Roof tiles.Ī Bloomberg article late last year said Tesla was operating just one production line at the Buffalo factory, rather than the multiple lines that were supposed to be running at that stage. It's reportedly cut thousands of workers in its solar division since the acquisition. Last year, Tesla ended its months-old retail partnership with Home Depot, and shuttered a number of solar installation facilities. Solar struggles: Tesla has been struggling to get production up and running, and gain ground in a solar space dominated by low-cost panels produced overseas, primarily in China. But it still appears likely to fall short of the nearly 1,500 employees required by 2020, which would trigger financial penalties and has already prompted sharp criticisms of the deal by some state legislators. The subcontract also provided a way to help Tesla achieve hiring commitments required as part of the state’s $750 million in subsidies. Tesla also struck a deal to buy custom solar cells for its products from Panasonic, which in turn agreed to invested $250 million into the gigafactory and set up its own production line there. The future potential of Tesla’s Solar Roof will rely on the company’s ability to simplify and streamline installations and tap into a broader customer base,” Issokson concluded.įor the first time, Wood Mackenzie has identified Tesla Solar Roof installations using its proprietary project-level data sets and summarized the key findings in an insight: ‘Five Years In: Tesla Solar Roof deployments miss expectations’.Soon after, Tesla unveiled the Solar Roof line, a marked shift from the business model of SolarCity, which primarily sold and installed rooftop solar panels produced by Chinese manufacturers. “As the residential solar industry continues to grow, solar roofing solutions will play an important role in offering customers flexibility and alternatives to conventional modules. The product is faster and easier to install, and the company captures customers when they are considering roof replacements.” GAF Energy’s Timberline Solar roofing system is better positioned to achieve widespread adoption. Issokson added: “Other products may take the lead in building-integrated solar roofing products. ![]() GAF also sells a solar roofing product known as the Timberline Solar roofing system directly to its roofing customers. And the Tesla Solar Roof does have competition, most notably from GAF Energy, a prominent residential roofing company. With an estimated 5 million roofs built every year across the country, the Solar Roof held less than 0.03% of the total roofing market in 2022, according to Wood Mackenzie findings. Tesla Solar Roof capacity installed by year, 2017-2022 Wood Mackenzie analysis shows that average installations per week were just 21 in 2022, and the largest quarter for installations was the first quarter of 2022, which saw 32 systems installed per week. Tesla aimed to manufacture 1,000 Solar Roofs per week by late 2019 and subsequently announced an installation goal of 1,000 Solar Roofs per week in early 2020. The analysis shows that Tesla has missed stated growth expectations.” “Wood Mackenzie’s distributed solar practice has utilized its proprietary project-level datasets to aggregate installation totals for the Solar Roof for the first time. But granular installation data has always been elusive, making it challenging to analyze the product’s growth – until now,” said Max Issokson, research analyst and lead author of Wood Mackenzie’s ‘Five Years In: Tesla Solar Roof deployments miss expectations’ report. ![]() “The Tesla Solar Roof, an innovative roofing system made of glass tiles with embedded photovoltaic cells, attracted considerable attention after its initial launch several years ago. Since the launch of the Tesla Solar Roof (“Solar Roof”) in 2016, Wood Mackenzie estimates that approximately 3,000 Solar Roofs have been installed nationwide, with a total capacity of nearly 30 megawatts direct current (MW dc), missing Tesla’s stated goal of 1,000 installations per week.
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