Array Technologies: solar tracking breakthrough?

Array Technologies IPO-ed in October-2020, listing on NASDAQ. It manufactures solar tracking systems, supporting 25% of US solar modules installed to date, and 22GW of projects globally. Its systems can uplift solar generation by 5-25%.

Array cites seven advantages of their solar tracker systems in its presentation materials, and we found clear, specific, intelligible patents, back-stopping six of these seven areas. The patent library looks concentrated, focused and may confer a moat.

This data-file screens Array Technologies’ patents, using our usual framework.

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