SolarPVInvestor Forums

Quoted from "explo"

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.

Quoted from "odyd12"

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.