If P-Series can generate even a high-single-digit gross margin, it could be a win for SunPower because the company already has 2 gigawatts of manufacturing scale built in China. Scale is the only way SunPower will be able to remain competitive and get any contribution from P-Series solar panels, so it's a bet the company had to make. But it may not pay off given competitive dynamics, so this is a wild card that could have a small upside or lead to another manufacturing writedown for SunPower.