It’s direct competition for Tesla, which until now has been the only major game in town when it comes to solar roofs. Industry stalwarts Sunrun Inc. and Vivint Solar Inc. affix panels atop roofs instead. A move by the construction industry into the solar-roof space challenges a business that Tesla has struggled to get off the ground since a high-profile launch in 2016 — and threatens economics across the rooftop industry as solar customers come cheaper for builders already contracted to install roofs.

Source: Los Angeles Times March 19, 2019 12:56 UTC