Sunday, November 11th 2012, 5:23pm
Monday, December 3rd 2012, 7:26am
Tuesday, December 4th 2012, 2:38am
Tuesday, December 4th 2012, 8:31am
HI Explo I had conversations about it with the company. I wrote this article basically with the company' reviewing data used. The ASP was 0.72 ,Thanks. Where did you learn that 20 million of the revenue was from cell shipped to China? That would mean around 45MW cells shipped in addition to the 380 MW module shipments?
Assuming no systems revenue, Trina's ASP was then 73 cents, more in-line with Canadian's 71 cents and Yingli's 70 cents (shipped much more than Trina and Canadian though).
The ASP gap to tier 2 is closing for those trying to keep decent utilization. Yingli was only 2 cents over Jinko and that with much more high end products.
Renesola has during the year predicted that the ASP gap would close completely in Q4. The gap has reflected contract terms delay effect and high price market penetrations more than tier/brand premium.
We'll see. Yingli is at least a clear no 1 in market share now. The 100m opex+interest is an issue and the growing non-controlling interest, but otherwise they start to look interesting. Trina as always seems clean and prudent, but are they slipping on market aligned product offering, aside from the 20% Honey? Jinko has added 5 W to their poly panels in latest product sheets, still average 10W below Renesola's poly, but 5 W above Trina's and Yingli's poly offering.
Wednesday, December 5th 2012, 7:50am
Sunday, December 9th 2012, 2:46am
Sunday, December 9th 2012, 6:26am
Great article, thanks. You included YGE in the group that outsource wafers. I thought they did not do that..?This is the article is basically a pdf we were trying to sell at one point.
https://solarpvinvestor.com/spvi-news/388…stalline-wafers
Sunday, December 9th 2012, 6:34am
Sorry, either outsource or experiment you wrote. So YGE experiments. Does any of TSL, STP or HSOL do that too?Great article, thanks. You included YGE in the group that outsource wafers. I thought they did not do that..?This is the article is basically a pdf we were trying to sell at one point.
https://solarpvinvestor.com/spvi-news/388…stalline-wafers
Tuesday, December 11th 2012, 7:46am
Sunday, December 16th 2012, 8:44pm
Friday, January 4th 2013, 8:12pm
Today's news release form Yingli suggest that their experimentation period now is over. They have own HP wafer and cell. It will be very tight for anyone to move to category of progress when they will run out of money. The next set of the technological evolution will leave companies in the dust. Based on the Solarzoom reports mono is back in full swing and n-type mono and Kaneka in Taiwan are making waves. Yingli is going not only live but prosper.Hi explo, YGE and STP are experimenting. HSOL and STP are the buyers, but Honey is made on a sorted wafer. They insist honey is build on own HP wafer.
Saturday, January 5th 2013, 10:03am
That's very bullish for YGE, since multi is 60% of their capacity. Now it is all HP.Today's news release form Yingli suggest that their experimentation period now is over.
This post has been edited 1 times, last edit by "explo" (Jan 5th 2013, 10:15am)
Wednesday, January 9th 2013, 8:41am
Saturday, January 12th 2013, 11:15am
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