So, two panels will be 1,000 watts. 1,000 over 640 is a DCA ratio of more than 1.5. 1.5 is not acceptable in this business. The right number is between 1.2 and 1.25. So then we regrouped, we told the installers we are going to make a quick change, going back to the single panel, single micro architecture, we are increasing the power, leveraging what we did on the IQ8D. So it was not lost. We increased €“ we used that architecture and we basically are introducing now a product that is a 480-watt AC product. And that will take care up to 650 watts of panel power. So €“ and also accompanied by that product, we need the entire platform. What I talk about in the installer platform, which is starting from lead generation qualification because this is a design win business.
It’s not like the residential business. There is some cycle time. You have to capture opportunities properly. You spend a lot of time in understanding analyzing the ROI, the tools need to be excellent for that. And then you need help the installers through the entire process. And so I think we are finally almost ready that we are looking to introduce €“ beat our test with the installers in the second quarter using the entire flow. Then we are planning to release to release it start ramping in the third quarter. And it’s going to take us a few quarters to ramp because like what I said, this is not like the residential business. It’s a design win business. And so we have to work with customers for an extended period of time and then convince them of the value proposition, and we will start winning.
But our basic piece is there is the same. Product innovation great quality and support customers well, which is customer experience.
Colin Rusch: Great. Thanks so much, guys.
Badri Kothandaraman: Thank you.
Operator: The next question comes from Philip Shen of ROTH Capital Partners. Please go ahead.
Philip Shen: Hi, everyone. Thanks for taking my questions. Congrats on the strong Q4 and Q1. Badri, one thing that I noted in your prepared remarks was that you talked about how some of your customers are experiencing more caution or they are a little bit more cautious in booking orders. Normally, you have a 6-month order visibility, and that has been somewhat reduced as your partners watch their spending closely. Can you expand on that a little bit and help us understand when do you expect to get back to your 6-month visibility? You talked about originations improving in January. But based on some of the conversations we’re having in the industry, it seems like there is a fair amount of tumult and challenge out there with trade credit being pulled back and some bankruptcies and just some challenges out there.
So how do you expect to navigate that overall and perhaps share gain is one source of strength. But just wanted to understand, as we look through the rest of the year beyond Q1, how do you expect the year to develop. Thanks.
Badri Kothandaraman: Yes. I mean, look, seasonality has always existed in the solar industry from Q4 to Q1. And historically, I would say that, that seasonality is a 15% number. That means, in general, the sell-through in Q1 is usually 15% down compared to the sell-through in Q4. Now right now, and I’m giving you a lot of data from January, and that’s the data we have. Our Q4 was very strong, including December. January, we start to experience a little more than 15%. That’s why I said more pronounced seasonality. And of course, we think it is due to the macroeconomic environment, but what we saw interestingly was the activations remain the same. I mean approximately and they were a little bit down they didn’t have that much of a seasonality.
