First Solar

This case focuses on the early 2010’s when First Solar, a leading photovoltaic (PV) solar manufacturer, faces a profound threat from subsidized Chinese PV manufacturers and must decide whether its capabilities are sufficient to maintain a competitive advantage. The broad areas of discussion for this case include industry attractiveness, competitive advantage, and how First Solar should respond to key challenges. The case is rich in data, allowing students to quantify their arguments, and indeed such quantification is needed for students to understand how First Solar should respond.