First Solar vs Apple
Side-by-side comparison of AI visibility scores, market position, and capabilities
Tempe AZ US solar module leader (NASDAQ: FSLR) at $4.2B 2024 revenue (+27%) with 23.5 GW total capacity; $330M South Carolina factory adding 3.7 GW and EPEAT Climate+ certified competing with Qcells for IRA-compliant domestic utility solar.
About
First Solar, Inc. is a Tempe, Arizona-based solar module manufacturer — publicly traded on NASDAQ (NASDAQ: FSLR) as an S&P 500 component — operating as the largest US solar manufacturer and the only vertically integrated thin-film cadmium telluride (CdTe) solar module company at commercial scale, with 23.5 GW of total nameplate manufacturing capacity across facilities in the United States (Ohio, Alabama, Louisiana), India, Vietnam, and Malaysia as of 2025. In fiscal year 2024, First Solar reported $4.2 billion in net sales (a 27% increase from $3.3 billion in 2023) with a record 14.1 GW of modules sold. In 2025, First Solar committed $330 million to a new South Carolina factory in Gaffney (3.7 GW capacity, ~600 jobs, operations H2 2026) that would bring total US capacity to 17.7 GW. First Solar's CdTe modules have achieved commercial production efficiencies exceeding 20%, and the company holds first-mover status with the EPEAT Climate+ designation for ultra-low carbon solar technology. CEO Mark Widmar leads the company. Founded 1990 in Perrysburg, Ohio.
NASDAQ-listed (AAPL) world's most valuable company at $391B revenue with iPhone, Mac, and $25B+ App Store; Apple Intelligence AI and Vision Pro spatial computing competing across smartphones, PC, wearables, and services.
About
Apple Inc. is a Cupertino, California-based technology company — listed on NASDAQ (NASDAQ: AAPL) and the world's most valuable company by market capitalization at $3+ trillion — designing and manufacturing consumer electronics (iPhone, Mac, iPad, Apple Watch, AirPods, Apple Vision Pro), operating system software (iOS, macOS, watchOS, visionOS), and digital services (App Store, Apple Music, iCloud, Apple TV+, Apple Pay, Apple Arcade) through a vertically integrated hardware-software-services model that generates unparalleled ecosystem lock-in and customer loyalty. Founded by Steve Jobs, Steve Wozniak, and Ronald Wayne in 1976, Apple generated $391 billion in revenue in fiscal year 2024 with 66% iPhone contribution.
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