Maxeon Solar Technologies, Ltd. (MAXN): Business Model Canvas

In der dynamischen Welt der erneuerbaren Energien erweist sich Maxeon Solar Technologies (MAXN) als Vorreiter und transformiert die Solartechnologie durch innovatives Design und strategische Partnerschaften. Durch den Einsatz modernster Photovoltaiklösungen und eines robusten Geschäftsmodells verkauft Maxeon nicht nur Solarmodule, sondern überlegt sich neu, wie nachhaltige Energie effizient erzeugt, verteilt und in Wohn-, Gewerbe- und Versorgungsmärkte integriert werden kann. Ihr umfassender Ansatz verbindet technologische Exzellenz mit strategischer Positionierung und macht sie zu einem überzeugenden Akteur in der globalen Solarenergielandschaft.

Maxeon Solar Technologies, Ltd. (MAXN) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Partnerschaft mit SunPower Corporation

Maxeon Solar Technologies unterhält ein entscheidende Technologie- und Fertigungspartnerschaft mit SunPower Corporation, gegründet durch eine Spin-off-Vereinbarung im Jahr 2020. Zu den wichtigsten Partnerschaftsdetails gehören:

Partnerschaftlicher Aspekt	Spezifische Details
Technologietransfer	Exklusive Rechte an hocheffizienten Solarzellen- und Paneltechnologien, die von SunPower entwickelt wurden
Herstellungsvereinbarung	Fortsetzung der Produktionskooperation für die Produktion von Premium-Solarmodulen
Geistiges Eigentum	Zugriff auf über 1.000 Solartechnologiepatente

Globale Vertriebspartnerschaften für Solarmodule

Maxeon hat Partnerschaften mit mehreren internationalen Solarhändlern und -installateuren aufgebaut:

• Vertriebsnetz in ganz Nordamerika
• Etablierte Partnerschaften in europäischen Märkten
• Ausbau der Vertriebskanäle im asiatisch-pazifischen Raum

Asiatische Produktionskooperationen

Maxeon hat strategische Joint Ventures in der Fertigung entwickelt:

Land	Fertigungspartner	Standort der Einrichtung
Malaysia	Flex Ltd.	Produktionsstätte in Penang
Singapur	Lokales Produktionskonsortium	Fortschrittliches Produktionszentrum für Solarmodule

Forschungs- und Innovationspartnerschaften

Maxeon arbeitet mit mehreren Forschungszentren für Solartechnologie zusammen:

• Partnerschaft mit dem National Renewable Energy Laboratory (NREL)
• Gemeinschaftsforschung mit dem Massachusetts Institute of Technology (MIT)
• Gemeinsames Innovationsprogramm mit dem California Institute of Technology (Caltech)

Die Partnerschaftsinvestitionen des Unternehmens im Jahr 2023 beliefen sich auf insgesamt etwa 42,7 Millionen US-Dollar in Forschungs- und gemeinsame Entwicklungsinitiativen.

Maxeon Solar Technologies, Ltd. (MAXN) – Geschäftsmodell: Hauptaktivitäten

Hocheffizientes Design und Herstellung von Solarmodulen

Maxeon produziert Hochleistungs-Solarmodule mit folgenden Fertigungsspezifikationen:

Paneltyp	Effizienzbewertung	Jährliche Produktionskapazität
Leistungsfähige Solarmodule	22.8%	2,4 GW
Maxeon-Solarmodule	24.1%	1,6 GW

Forschung und Entwicklung fortschrittlicher Photovoltaik-Technologien

Details zu F&E-Investitionen:

• F&E-Ausgaben im Jahr 2023: 36,2 Millionen US-Dollar
• Anzahl aktiver Patente: 895
• Schwerpunkte der Forschung:
  • Heterojunction-Technologie
  • Design von rückseitigen Solarzellen
  • Fortgeschrittene Materialtechnik

Globaler Vertrieb und Marketing von Solarenergielösungen

Geografischer Markt	Umsatzbeitrag	Vertriebskanäle
Nordamerika	38.5%	Direkt und Distributor
Europa	27.3%	Partnernetzwerk
Asien-Pazifik	34.2%	Direktvertrieb

Herstellungs- und Qualitätskontrollprozesse

Qualitätskontrollmetriken:

• Produktionsstätten: 3 (Singapur, Malaysia, Frankreich)
• ISO 9001:2015 zertifiziert
• Inspektionsrate der Qualitätskontrolle: 100 % der Produktionscharge
• Fehlerrate: Weniger als 0,5 %

Maxeon Solar Technologies, Ltd. (MAXN) – Geschäftsmodell: Schlüsselressourcen

Fortschrittliche Produktionsanlagen für Solarzellen und -module

Maxeon betreibt Produktionsstätten an folgenden Standorten:

Standort	Einrichtungstyp	Jährliche Produktionskapazität
Malaysia	Herstellung von Solarmodulen	1,4 GW
Philippinen	Herstellung von Solarzellen	400 MW
Frankreich	Forschung und Produktion	300 MW

Patente für geistiges Eigentum und Solartechnologie

Das Portfolio an geistigem Eigentum von Maxeon umfasst:

• Über 900 aktive Patente weltweit
• Spezialisierte Innovationen in der Solarzellentechnologie
• Technologien zur Leistungssteigerung

Technisches Ingenieurs- und F&E-Talent

Maxeons Personalressourcen profile:

Kategorie	Anzahl der Mitarbeiter
Gesamtzahl der Mitarbeiter	1,700
F&E-Ingenieure	250
Doktoranden	45

Starker Markenruf in der Hochleistungs-Solartechnologie

Kennzahlen zur Markenleistung:

• Effizienz des Solarmoduls: Bis zu 26,7 % (höchster Wert in der Branche)
• Leistungsgarantie von 25 Jahren
• Weltweite Marktpräsenz in über 30 Ländern

Maxeon Solar Technologies, Ltd. (MAXN) – Geschäftsmodell: Wertversprechen

Hocheffiziente Solarmodule mit überragender Leistung

Maxeon-Solarmodule erreichen 22,8 % Wirkungsgrad für Wohnpanels und bis zu 26,7 % Wirkungsgrad für kommerzielle Panels. Die Solarmodule der Performance Line des Unternehmens erzeugen Strom 430-470 Watt pro Panel.

Paneltyp	Effizienzbereich	Leistungsabgabe
Wohnpaneele	22.8%	430-470 Watt
Kommerzielle Panels	Bis zu 26,7 %	470-500 Watt

Innovative und technologisch fortschrittliche Solarlösungen

Die Technologie von Maxeon umfasst:

• Solides Kupfer-Rückkontakt-Zellendesign
• Mikrorissbeständige Plattenarchitektur
• 25 Jahre Produktgarantie

Nachhaltige und umweltfreundliche Energieerzeugung

Maxeon-Panels reduzieren CO2-Emissionen um ca. 1,5 Tonnen pro Jahr für eine durchschnittliche Wohninstallation. Der Herstellungsprozess des Unternehmens reduziert den CO2-Fußabdruck um 40 % im Vergleich zur herkömmlichen Solarmodulproduktion.

Zuverlässige und langlebige Solarpanel-Technologie

Leistungsmetrik	Wert
Abbaurate	0,25 % pro Jahr
Lebensdauer des Panels	40+ Jahre
Temperaturkoeffizient	-0,30 %/°C

Maxeon Solar Technologies, Ltd. (MAXN) – Geschäftsmodell: Kundenbeziehungen

Direktvertriebsunterstützung für Gewerbe- und Privatkunden

Maxeon Solar Technologies bietet Direktvertriebsunterstützung über mehrere Kanäle:

Vertriebskanal	Kundensegment	Support-Methode
Direktvertriebsteam	Gewerbliche Kunden	Dedizierte Account Manager
Online-Verkaufsplattform	Privatkunden	Webbasierte Beratung
Autorisiertes Vertriebsnetz	Globale Märkte	Regionale Vertriebsmitarbeiter

Technischer Kundendienst und Produktsupport

Technische Supportkanäle:

• Technische Support-Hotline rund um die Uhr
• E-Mail-Support-Ticketsystem
• Ferndiagnosedienste
• Technische Unterstützung vor Ort

Online-Plattformen zur Kundenbindung

Plattform	Funktionalität	Kennzahlen zum Benutzerengagement
Kundenportal	Leistungsüberwachung	85 % aktive Benutzerbeteiligung
Mobile Anwendung	Echtzeitverfolgung des Sonnensystems	72.000 aktive App-Benutzer
Online-Wissensdatenbank	Ressourcen zur Selbsthilfe	Über 500 technische Artikel

Langfristige Garantie- und Leistungsgarantien

Einzelheiten zur Garantieabdeckung:

• 25 Jahre lineare Leistungsgarantie
• 12 Jahre Garantie auf Produktverarbeitung
• Garantie für Leistungseinbußen: Maximal 0,5 % jährlicher Rückgang

Garantietyp	Deckungszeitraum	Wiederbeschaffungswert
Produktgarantie	12 Jahre	Vollständiger Komponentenaustausch
Leistungsgarantie	25 Jahre	Anteilige Panelvergütung

Maxeon Solar Technologies, Ltd. (MAXN) – Geschäftsmodell: Kanäle

Direktvertriebsteam

Ab dem vierten Quartal 2023 unterhält Maxeon Solar Technologies ein Direktvertriebsteam in mehreren globalen Regionen mit etwa 87 engagierten Vertriebsprofis, die internationale Märkte abdecken.

Region	Größe des Vertriebsteams	Marktfokus
Nordamerika	32 Vertreter	Solaranlagen für Privathaushalte und Gewerbe
Asien-Pazifik	28 Vertreter	Projekte im Industrie- und Versorgungsmaßstab
Europa	17 Vertreter	Wohn- und Gewerbemärkte
Rest der Welt	10 Vertreter	Aufstrebende Solarmärkte

Partnernetzwerke für Solarinstallationen

Maxeon hat ab 2024 strategische Partnerschaften mit 214 Solarinstallationsunternehmen weltweit aufgebaut.

• Nordamerika: 82 zertifizierte Installationspartner
• Europa: 63 zertifizierte Installationspartner
• Asien-Pazifik: 54 zertifizierte Installationspartner
• Rest der Welt: 15 zertifizierte Installationspartner

Online-E-Commerce-Plattformen

Maxeon betreibt digitale Vertriebskanäle über sieben primäre Online-Plattformen und generiert im Jahr 2023 direkte Online-Solarproduktverkäufe in Höhe von 42,3 Millionen US-Dollar.

Ausschreibung für industrielle und kommerzielle Solarprojekte

Im Jahr 2023 beteiligte sich Maxeon an 326 Ausschreibungen für industrielle und kommerzielle Solarprojekte mit einem Gesamtprojektwert von 1,2 Milliarden US-Dollar. Die Erfolgsquote lag bei 47,3 %.

Projektkategorie	Anzahl der Gebote	Gesamtprojektwert	Erfolgsquote
Industrieprojekte	187 Gebote	680 Millionen Dollar	52.4%
Kommerzielle Projekte	139 Gebote	520 Millionen Dollar	41.7%

Globale Vertriebsnetzwerke

Maxeon unterhält Vertriebsnetze in 42 Ländern mit 28 primären Vertriebszentren, die strategisch günstig gelegen sind, um die Logistikkosten zu minimieren.

Region	Vertriebszentren	Jährliches Vertriebsvolumen
Nordamerika	8 Zentren	1,2 Millionen Sonnenkollektoren
Asien-Pazifik	12 Zentren	2,5 Millionen Sonnenkollektoren
Europa	6 Zentren	750.000 Sonnenkollektoren
Rest der Welt	2 Zentren	250.000 Sonnenkollektoren

Maxeon Solar Technologies, Ltd. (MAXN) – Geschäftsmodell: Kundensegmente

Verbraucher von privaten Solarmodulen

Maxeon richtet sich mit hocheffizienten Solarmodullösungen an Privatkunden. Im Jahr 2023 umfasste der private Solarmarkt in den Vereinigten Staaten etwa 3,9 GW installierte Leistung.

Segmentcharakteristik	Spezifische Details
Durchschnittliche Wohnsystemgröße	6,5 kW bis 8,5 kW
Zieleinkommensniveau des Kunden	75.000 bis 150.000 US-Dollar jährliches Haushaltseinkommen
Geografische Konzentration	Kalifornien, Texas, Florida, New York

Gewerbliche und industrielle Solarenergieentwickler

Maxeon bietet spezialisierte Solarlösungen für gewerbliche und industrielle Anwendungen.

• Gesamte kommerzielle Solarinstallation im Jahr 2023: 6,4 GW
• Durchschnittliche kommerzielle Anlagengröße: 200 kW bis 2 MW
• Schlüsselbranchen: Fertigung, Lagerhaltung, Landwirtschaft

Entwickler von Solarprojekten im Versorgungsmaßstab

Maxeon bietet leistungsstarke Solarpanel-Technologien für große Solaranlagen.

Kennzahlen für Versorgungssegmente	Daten für 2023
Gesamtinstallationen im Versorgungsmaßstab	21,2 GW
Durchschnittliche Projektgröße	100 MW - 500 MW
Geografischer Fokus	Südwesten, Kalifornien, Texas

Grüne Energieinvestoren und auf Nachhaltigkeit ausgerichtete Organisationen

Maxeon zieht Investoren an, die sich für erneuerbare Energietechnologien engagieren.

• ESG-Investitionen im Solarsektor: 87,3 Milliarden US-Dollar im Jahr 2023
• Zielorganisationen: Pensionsfonds, Impact-Investment-Gruppen
• Wachstumsrate nachhaltiger Investitionen: 15,3 % jährlich

Maxeon Solar Technologies, Ltd. (MAXN) – Geschäftsmodell: Kostenstruktur

Herstellungs- und Produktionskosten

Für das Geschäftsjahr 2023 meldete Maxeon Solar Technologies Gesamtherstellungskosten von 389,4 Millionen US-Dollar. Die Aufschlüsselung der Produktionskosten umfasst:

Ausgabenkategorie	Betrag (USD)
Direkte Materialkosten	245,6 Millionen US-Dollar
Direkte Arbeitskosten	67,3 Millionen US-Dollar
Fertigungsaufwand	76,5 Millionen US-Dollar

Forschungs- und Entwicklungsinvestitionen

Maxeon hat investiert 53,2 Millionen US-Dollar in Forschung und Entwicklung für das Geschäftsjahr 2023. Zu den wichtigsten Forschungs- und Entwicklungsschwerpunkten gehören:

• Hocheffiziente Solarzellentechnologie
• Leistungssteigerung von Photovoltaikmodulen
• Fortschrittliche Herstellungsprozesse

Vertriebs- und Marketingausgaben

Die Vertriebs- und Marketingkosten für 2023 summieren sich 42,7 Millionen US-Dollar, mit folgender Zuordnung:

Marketingkanal	Ausgaben (USD)
Digitales Marketing	12,3 Millionen US-Dollar
Messen und Events	8,9 Millionen US-Dollar
Betrieb des Vertriebsteams	21,5 Millionen US-Dollar

Lieferketten- und Logistikkosten

Die Lieferketten- und Logistikkosten für 2023 beliefen sich auf 67,5 Millionen US-Dollar, einschließlich:

• Transport und Versand: 24,6 Millionen US-Dollar
• Lagerhaltung und Lagerung: 18,3 Millionen US-Dollar
• Bestandsverwaltung: 14,2 Millionen US-Dollar
• Logistiktechnologie und -systeme: 10,4 Millionen US-Dollar

Maxeon Solar Technologies, Ltd. (MAXN) – Geschäftsmodell: Einnahmequellen

Verkauf von Solarmodulprodukten

Im dritten Quartal 2023 meldete Maxeon einen Gesamtumsatz von 106,5 Millionen US-Dollar. Aufschlüsselung der Verkäufe von Solarmodulprodukten:

Produktkategorie	Umsatz (Mio. USD)	Prozentsatz
Solarmodule der Performance Line	68.4	64.2%
Kommerzielle Solarmodule	23.7	22.3%
Solarmodule für Privathaushalte	14.4	13.5%

Leistungsbasierte Solarpanel-Verträge

Maxeons leistungsbasierter Vertragsumsatz im Jahr 2023:

• Gesamtwert des Leistungsauftrags: 42,3 Millionen US-Dollar
• Durchschnittliche Vertragsdauer: 15 Jahre
• Verträge mit garantierter Leistungsabgabe: 87 % der Gesamtleistungsverträge

Technologielizenzvereinbarungen

Details zu den Lizenzeinnahmen für 2023:

Lizenzpartner	Lizenzgebühr (Mio. USD)	Technologietyp
Chinesischer Fertigungspartner	12.6	Interdigitated Back Contact (IBC)-Technologie
Europäischer Solarhersteller	7.9	Hocheffizientes Panel-Design

Installations- und Wartungsdienste

Aufschlüsselung der dienstleistungsbezogenen Einnahmen:

• Gesamtumsatz mit Installationsdienstleistungen: 18,5 Millionen US-Dollar
• Wert des Wartungsvertrags: 8,7 Millionen US-Dollar
• Durchschnittliche Servicevertragsdauer: 5-7 Jahre

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Value Propositions

You're looking at the core reasons customers choose Maxeon Solar Technologies, Ltd. (MAXN) products, even when they cost more than the competition. It really boils down to performance that lasts, backed by serious guarantees.

Superior Efficiency

Maxeon Solar Technologies, Ltd. focuses on packing more power into the same roof space. They consistently lead the market in conversion efficiency, which means you get more electricity from the sunlight hitting your panels. For example, the Maxeon 6 AC module is rated at 22.8% efficiency.

The absolute peak of their technology, the Maxeon 7 panel, has achieved a module aperture efficiency measurement of 24.9% as confirmed by testing at the U.S. National Renewable Energy Laboratory (NREL). In more realistic, rooftop settings, this translates to about 24.1% efficiency. While the prompt suggests a commercial efficiency up to 26.7%, the highest confirmed efficiency for a current product line is the 24.9% lab result.

High Reliability

Reliability is where Maxeon Solar Technologies, Ltd. really separates itself. They offer what is arguably the industry's longest warranty, providing peace of mind for decades. This is built into the panel design, which resists common failure modes like hotspots, thanks to their Interdigitated Back Contact (IBC) architecture.

Here's a quick look at how their flagship 40-year warranty stacks up against typical industry standards:

Metric	Maxeon 40-Year Warranty (Select Markets)	Typical Industry Standard (25-Year)
Product Warranty Term	40 years	Typically 12-25 years
Guaranteed Peak Power (End of Term)	88.3% at Year 40	Typically 87.2% at Year 25
Annual Degradation Rate	Maximum of 0.25% per year	Typically 0.5% per year
Hail Impact Resistance	IEC-certified for up to 45mm diameter	Not explicitly stated/lower standard

Also, the service component of the 40-year warranty includes hassle-free repair, replacement, or refund, with removal, shipping, and installation costs covered for up to 40 years.

U.S. Domestic Supply Chain

Maxeon Solar Technologies, Ltd. is actively building out its U.S. manufacturing footprint to future-proof its supply for American customers, capitalizing on domestic incentives like those in the Inflation Reduction Act (IRA). The company is continuing the development of its Albuquerque, New Mexico-based manufacturing facility. This planned module assembly plant is intended to have 2 GW of solar panel manufacturing capacity, with operations targeted for early 2026. To fund this strategic pivot to focus exclusively on the U.S. market, Maxeon sold certain non-U.S. assets, bringing proceeds to the balance sheet of approximately $94 million.

Ethical Sourcing

The commitment here is to a fully traceable, ethical supply chain, free from forced labor, which is critical given recent regulatory scrutiny. Maxeon Solar Technologies, Ltd. states it has taken extraordinary measures to ensure this transparency. However, in late March 2025, U.S. Customs & Border Protection (CBP) denied the company's protests regarding detained shipments (Maxeon 3, 6, and Performance 6) that began in July 2024. CBP cited insufficient documentation as the reason, despite Maxeon submitting thousands of pages of documentation to demonstrate full compliance with the Uyghur Forced Labor Prevention Act (UFLPA). The company maintains its legacy supply chains are fully UFLPA-compliant.

Premium Brand Heritage

The value proposition is heavily weighted by the company's deep roots in solar innovation. Maxeon leverages over 40 years of solar energy leadership, which is a significant differentiator in a relatively young industry. This history has resulted in over 1,600 patents. This technological foundation has served more than one million customers worldwide. The premium status is reinforced by current performance, where the latest Maxeon 7 panel beats its nearest efficiency competitors by one full percentage point.

The key elements reinforcing this premium positioning include:

• Leveraging over 40 years of solar energy leadership.
• Holding over 1,600 patents.
• Serving more than one million customers globally.
• Achieving efficiency leads of up to one full percentage point over competitors.

Finance: draft 13-week cash view by Friday.

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Customer Relationships

You're looking at Maxeon Solar Technologies, Ltd. (MAXN) at a critical juncture in late 2025, where customer relationships are heavily weighted toward the U.S. market and underpinned by industry-leading guarantees. The company's focus has narrowed, making the relationship with its remaining, high-value partners and utility-scale customers even more important, especially as they navigate supply chain restructuring.

Long-term Product Warranties: Building trust through extended guarantees on performance.

The warranty is perhaps the most concrete expression of Maxeon Solar Technologies, Ltd.'s commitment to its customers, designed to build trust over decades. For applicable PV Modules, the company offers a 40-year Product and Power Warranty Term, effective April 1, 2025, in select markets. This 40/40 coverage is conditional upon installation by an "Authorized Installer" and digital "Registration."

Here's how that power guarantee breaks down:

• Warranted Peak Power: 98% of Minimum Peak Power in the 1st year.
• Annual Degradation: Reduced by 0.25% at the beginning of each subsequent year.
• Final Power Guarantee (Year 40): At least 88.25% of the Minimum Peak Power.

For other product lines, like the SPR-P5-xxx/SPR-P6-xxx, the 25-year Power Warranty term guarantees a minimum of 87.2% power output at the end of the 25th year, with an annual reduction of 0.45% after the first year's 98% guarantee. To put this in perspective, Maxeon Solar Technologies, Ltd. claims that in their 40-year history, only 1 in 20,000 panels have been returned under warranty, equating to a return rate of just 0.005%. This warranty is also transferable, covering the panel even through property transfers.

The markets eligible for the 40-year warranty include key regions like Italy, Malta, Netherlands, Belgium, Luxembourg, UK, France, Germany, Spain, Portugal, Switzerland, Austria, Poland, Australia, Japan, and Mexico. To be clear, in the U.S., the standard for IBC panels remains a 25-year warranty. The financial context shows the pressure on the business, with first half of 2025 revenue at $39 million, down significantly from $371.7 million in the first half of 2024, underscoring the importance of these long-term assurances to maintain customer confidence.

Dedicated Partner Support: High-touch relationship management for key installers and IPPs.

Maxeon Solar Technologies, Ltd. is actively strengthening its relationship management, particularly within its U.S. focus. The Commercial Partner Program, designed to empower U.S. solar installers and dealers, is a key relationship driver. This high-touch approach includes:

• Consultative sales support from a dedicated resource team.
• Comprehensive marketing assets and training tools.
• Co-branding opportunities for customer-facing touchpoints.

The company also maintains the Maxeon One Partner Portal, which suggests a digital backbone for managing these relationships. Furthermore, the process for warranty claims reinforces the installer's role: system owners must contact their local solar installer to conduct a site visit and submit the warranty claim on their behalf. This structure keeps the installer central to the post-sale customer experience.

Direct Sales Engagement: Focused relationship with utility-scale customers (IPPs).

Following the strategic pivot to concentrate exclusively on the U.S. market as of April 2025, direct engagement with utility-scale customers, or Independent Power Producers (IPPs), is now a core relationship focus. Management expressed confidence in meeting the needs of the growing U.S. partner and IPP network. This focus is explicitly aimed at the U.S. residential, commercial, and utility power plant markets. The company's ability to serve these large-scale customers is now tied to its progress in establishing domestic manufacturing, with plans for a facility in Albuquerque, New Mexico, targeting early 2026 operation.

Automated Order Processing: Standardized systems for dealer network transactions.

While specific 2025 metrics on order processing automation aren't public, the structure implies standardized digital systems are in place to support the dealer network. The company monitors key operational metrics like orders, bookings, backlog, and pipelines within its sales channels. The existence of the Maxeon One Partner Portal suggests a centralized digital platform for transacting with partners, which is essential for managing the flow of products to the expanding U.S. residential and commercial partner network.

Here is a summary of key relationship-centric data points:

Relationship Metric Category	Specific Data Point/Term	Value/Duration
Product Warranty (Select Markets)	Product & Power Warranty Term	40 years
Product Warranty (US Standard)	Product & Power Warranty Term	25 years
Power Degradation (40-Year Term)	Annual Reduction Rate	0.25%
Power Output Guarantee (Year 40)	Minimum Guaranteed Peak Power	88.25%
Warranty Return Rate (Historical)	Panels Returned Under Warranty	0.005% (1 in 20,000)
Partner Support Feature	Consultative Sales Support	Dedicated Resource Team
Strategic Focus (2025)	Geographic Concentration	Exclusively U.S. Market

Finance: draft 13-week cash view by Friday.

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Channels

You're looking at Maxeon Solar Technologies, Ltd. (MAXN) channels as of late 2025, and the story is one of intense focus. Following a major strategic pivot, the entire channel strategy is now laser-focused on the United States market, shedding its former global footprint.

North American Dealer Network: Primary route to market for residential and commercial customers

The residential and commercial segments in the U.S. are served primarily through an expanding network of partners. This network is the core of the go-to-market strategy for distributed generation (DG) customers. Before the recent restructuring, Maxeon Solar Technologies operated with a global sales network that included approximately 1,700 sales and installation partners across more than 100 countries. Now, the priority is clearly on growing and supporting the U.S. partner network, which is being actively expanded to support the domestic focus. This channel is critical for moving the high-efficiency products to homeowners and businesses.

The operational reality in late 2025 shows significant strain on volume moving through channels due to U.S. Customs and Border Protection (CBP) product detentions, which began in July 2024. For context on the channel impact, shipments in the first half of 2025 were only 153 MW, a sharp drop from the 1,014 MW shipped in the first half of 2024. The company is actively identifying additional domestic component vendors to facilitate the transition and support these U.S. partners.

Direct Sales Team: Engaging large-scale utility and Independent Power Producer (IPP) customers

For large-scale utility and Independent Power Producer (IPP) customers, Maxeon Solar Technologies relies on a dedicated direct sales team. This team supports the well-established base of utility-scale customers within the U.S. market. The utility segment has historically been a major driver, with the company having fully booked its utility-scale capacity for 2025 and allocated parts of 2026 and 2027 as of early 2023, though recent CBP issues have created uncertainty.

The direct sales channel is essential for securing the large, multi-year contracts characteristic of the utility sector. The company's CEO has emphasized meeting the needs of this expanding U.S. IPP network as a top priority.

U.S. Distribution Centers: Logistics network to support the domestic market focus

Logistics are being rapidly re-centered on the U.S. to support the exclusive domestic focus. A key element of this channel support is the planned domestic manufacturing footprint. Maxeon Solar Technologies has executed a five-year lease for a building in Albuquerque, New Mexico, with plans to initiate solar panel manufacturing in a 2 GW capacity facility by early 2026.

This planned facility is designed to rapidly deploy module assembly capacity, which will directly feed the U.S. distribution network, reducing reliance on international logistics that have recently faced severe disruption. The company is working to strengthen its supply chain versatility and resilience as part of its transformation initiatives.

Online Presence: Corporate website and investor relations for brand communication

The online presence serves as the primary hub for brand communication, product information, and stakeholder engagement, especially for investors tracking the company's restructuring. The corporate website, www.maxeon.com, is the main portal for information on their technology, which is backed by nearly 40 years of leadership and over 2,000 granted patents.

Investor Relations communication is crucial given the company's operational challenges, including the denial of protests against detained shipments in late March 2025 and the subsequent indefinite suspension of financial guidance as of August 2025.

Key data points related to the online/investor channel visibility include:

• Patents: Over 2,000 granted patents underpinning product value.
• Investor Relations: Financial updates are provided via press releases, such as the First Half of 2025 results released on August 14, 2025.
• Stock Listing: Maxeon Solar Technologies remains an independent, publicly traded company listed on NASDAQ under the ticker MAXN.
• Share Price Context: As of late September 2025, shares traded near $3.76.

Here's a quick look at the channel focus shift:

Channel Segment	Pre-Pivot (Global Context)	Late 2025 U.S. Focus
Residential/Commercial Sales	Via 1,700 global partners.	Expanding U.S. partner network.
Utility/IPP Sales	Global IPP engagement.	Supporting well-established U.S. base.
Logistics/Distribution	Global manufacturing/supply chain.	Planned 2 GW module assembly in New Mexico by early 2026.
Non-U.S. Channels	Active sales/marketing in EMEA, APAC, LATAM.	Divested to TCL Group; Maxeon focuses exclusively on the U.S.

The company is defintely navigating a tough period, with H1 2025 revenues at approximately $39 million, down from $371 million in H1 2024.

Finance: review the cash burn rate against the current liquidity position by Monday.

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Customer Segments

Maxeon Solar Technologies, Ltd. has strategically concentrated its entire operational focus on the U.S. solar market following a portfolio restructuring concluded in April 2025.

The Company's customer base is now explicitly defined by these three primary U.S. market verticals:

• U.S. Residential Homeowners: Targeting premium, high-efficiency solar solutions.
• U.S. Commercial Businesses: Serving large-scale rooftop and ground-mount projects.
• U.S. Utility-Scale Developers: Supplying Independent Power Producers (IPPs) with high-volume panels, supported by development of the Albuquerque manufacturing facility.

The financial reality for Maxeon Solar Technologies, Ltd. as of the first half of 2025 reflects the impact of this strategic pivot and associated import challenges. Revenue for the six months ended June 30, 2025, was approximately $39,041 thousand.

Shipments for the same period were 153.2 MW.

The revenue for the last twelve months ending June 30, 2025, stood at $176.41M.

The restructuring supporting this U.S. focus included the sale of certain non-U.S. assets, which generated proceeds to the balance sheet of approximately $94 million dollars.

For context on the scale of the business prior to the full impact of import restrictions, the annual revenue for the fiscal year 2024 was $509 million, with shipments at 1,424 MW.

The current customer segment focus is supported by the planned onshore manufacturing in Albuquerque, New Mexico.

Here's a look at the latest reported financial metrics reflecting the current business scale:

Metric	Period Ending June 30, 2025	Period Ending June 30, 2024
Revenue (in thousands)	$39,041	$371,675
Shipments (MW)	153.2	1,014
Net Loss Attributable to Stockholders (in thousands)	$(65,458)	$(68,484)

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Cost Structure

You're looking at the cost side of Maxeon Solar Technologies, Ltd. (MAXN) as they navigate a major pivot toward U.S. manufacturing and deal with significant regulatory headwinds. The cost structure is heavily influenced by these strategic shifts and the ongoing legal battle with U.S. Customs & Border Protection (CBP).

The primary driver of costs remains the fundamental business of making and selling solar technology, but the current period shows significant one-time and strategic spending layered on top of that base. Honestly, the biggest variable right now is how quickly they can transition their supply chain while managing the costs associated with the import exclusion.

Here's a breakdown of the key cost components based on the latest available figures, focusing on the Trailing Twelve Months (TTM) ending June 30, 2025, where specified, and supplementing with more granular data from the first half of 2025 (H1 2025).

Cost Component	Period/Basis	Amount (USD)
Cost of Revenue	TTM ending June 30, 2025	$419.02 million
Total Operating Expenses	TTM ending June 30, 2025	$150.36 million
Research & Development (R&D)	Six Months Ended June 30, 2025	$14.618 million
Sales, General & Administrative (SG&A)	Six Months Ended June 30, 2025	$34.192 million
Restructuring Charges (GAAP)	Six Months Ended June 30, 2025	$5.194 million

The TTM Operating Expenses of $150.36 million reflect the combined weight of running the business and the costs associated with the strategic pivot. To be fair, the H1 2025 figures show a significant reduction in core operating spend compared to the prior year, which is a direct result of the restructuring efforts.

You can see the immediate impact of the pivot in the following areas:

• Restructuring Charges: Significant costs are embedded here related to the strategic pivot and divestments of non-U.S. assets. Maxeon Solar Technologies realized proceeds of approximately $94 million from the sale of certain non-U.S. assets to its parent company, TZE, as part of this restructuring.
• Operating Expense Reduction: Total operating expenses halved in H1 2025 to $54.004 million, down from $110.3 million in H1 2024, showing management's focus on fiscal discipline amid revenue collapse.

The commitment to U.S. market focus introduces a new set of capital costs tied to future revenue generation.

U.S. Manufacturing Development:

Maxeon Solar Technologies is prioritizing the development of its Albuquerque, New Mexico, manufacturing facility. This involves both capital expenditure (CapEx) and lease commitments for the site, which is intended to anchor the company's U.S. supply chain.

• The initial plan for the New Mexico facility was an investment estimated at more than $1 billion.
• CapEx for the six months ending June 30, 2025, was only $1.3 million, a stark drop from $36.9 million in the same period last year, reflecting a temporary pause or shift in spending focus following the CBP import issues.
• The company executed an Amendment to its New Mexico lease on March 28, 2025, setting revised timelines for owner-completed construction activities.

Legal and Compliance Costs:

The ongoing dispute with U.S. Customs & Border Protection (CBP) over the import exclusion decision, which started in July 2024, necessitates substantial legal spending. Maxeon Solar Technologies filed a complaint with the U.S. Court of International Trade (CIT) on July 15, 2025, to contest the CBP's action. While the search results confirm the legal action and the denial of protests in April 2025, a specific dollar amount for the total Legal and Compliance Costs for the TTM ending June 30, 2025, is not explicitly stated in the provided data. The company is definitely incurring expenses to fight the exclusion and establish alternative, compliant supply chains.

Finance: draft 13-week cash view by Friday.

Maxeon Solar Technologies, Ltd. (MAXN) - Canvas Business Model: Revenue Streams

You're looking at the revenue picture for Maxeon Solar Technologies, Ltd. (MAXN) as of late 2025, and honestly, it's dominated by the severe impact of import restrictions. The primary engine, solar panel sales, has been heavily constrained, forcing a pivot in focus.

The core revenue stream remains the sale of Maxeon and Performance Line solar panels. However, the ability to realize this revenue, particularly in the U.S. market, has been the central issue. The company is actively contesting U.S. Customs & Border Protection (CBP) decisions regarding imports, which severely impacted sales volume throughout 2025.

Here is a snapshot of the top-line performance leading up to the second half of 2025:

Metric	Amount	Period/Date
Trailing Twelve Months (TTM) Revenue	$176.41 million	Ending June 30, 2025
First Half (H1) 2025 Revenue	$39 million	Six Months Ended June 30, 2025
H1 2025 Revenue (Reported Detail)	$39.04 million	Six Months Ended June 30, 2025
H1 2024 Revenue (Comparison)	$371.68 million	Six Months Ended June 30, 2024
H1 Revenue Decline (YoY)	~89%	H1 2025 vs H1 2024

The First Half 2025 Revenue of $39 million clearly reflects those severe import headwinds you mentioned, representing a massive drop from the prior year's comparable period. Shipments fell by approximately 85% year-on-year in H1 2025, moving from 1,014 MW down to just 153 MW. That's a tough environment to navigate, so you see the company focusing on fiscal discipline.

Beyond direct product sales, Maxeon Solar Technologies has other potential or realized revenue components:

• Technology Licensing: This remains a potential future stream, tied to intellectual property agreements, such as those with partners like TCL.
• Asset Monetization/Divestment Proceeds: As part of restructuring, Maxeon Solar Technologies realized approximately $94 million in proceeds from the divestment of certain non-U.S. assets earlier in 2025.
• Service and Warranty Revenue: This is a minor stream, generated from long-term service contracts associated with installed solar solutions.

The company is actively exploring monetization opportunities for other non-U.S. assets and discussing liability reduction with its controlling shareholder, TZE, which suggests a strategic shift away from non-core or geographically constrained revenue sources to bolster liquidity. The focus is definitely shifting to adapting the business model around the U.S. market challenges.