Interesting https://www.enfsolar.com/directory/panel/monocrystalline?country=192 (20 co listed in Taiwan); Two are part of the top 50 bankable manufacturers: Au Optronic and Motech Industries.
ACU; https://www.enfsolar.com/aurora-solar-technologies ; Listed as Resistivity Inspector
ISRA Vision: listed as Wafer Vision Inspector, Wafer Tester.
https://www.enfsolar.com/directory/equipment/wafer_inspecting_testing
ACU, SemiLab and Napson AND ISRA Vision are listed here among others.
https://www.enfsolar.com/directory/equipment/wafer_inspecting_testing?tech=60
ACU, SemiLab and Napson are listed here among others.
Isra Vision (see epromi and crt)
https://www.isravision.com/en/solar/applications/cell/inline-process-monitoring/
https://www.isravision.com/en/solar/applications/conntected-photovoltaics/epromi/
https://www.isravision.com/en/solar/applications/conntected-photovoltaics/central-recipe-tool-crt/
SemiLab
https://semilab.com/category/products/inline-process-control
Napson
https://en.napson.co.jp/products/noncontact/fullauto/#pro_1
Take away: Initiatlly there was no competition, last presentation four main one including Isra. Isra Vision appears the closest to ACU but there might be others...
Next Investor presentation/pitch hopefully more than one slide will be provided on competition and more details on: i) Plant Wider Process/ Yield Performance Monitoring, ii) Failure Mode Analysis and Troubleshooting and iii) Event Recording and Reporting for collaboarative action.
At one evaluation per year to date, they will need to convince the market that they have more functionalities than the competion AND sign more evaluation aggreements (this year). One year is a long time in software development/implementation. That process needs to be streamlined after this evaluation otherwise it will take a long time for them to really penetrate the market.
Also, they need to get those DM sales going this year again because if it takes another 6 months before Insight Evaluation completion, how will revenues materialize in the mean time?