SolarPVInvestor

 

MEMC

SUNPOWER

TRINA SOLAR

FIRST SOLAR

YINGLI GREEN ENERGY

CANADIAN SOLAR

JINKO SOLAR

SUNTECH SOLAR

HANWHA SOLARONE

RENESOLA

SUNERGY

JA SOLAR

DAQO

 

 

 

 


In (000) MEMC                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
MEMC 2,715,500 2,420,600 294,900 10.86% -1,536,000 -6.68 -$6.68  $     585,800 229,900  $   1,926,800  $   2,715,500

 

MEMC/SunEdison          
Sales 2011 2012 Solar energy Pricing Q1 Solar energy pricing 2012 2012 Pipeline
plant sales (MW) 274 400> 4.25/Watt 3.75/Watt 3,000 (MW)
wafer 0.15/ watt cash cost JV in China 0.20> Kuching, Malaysia      
polysilicon FBR technology          

In (000) SUNPOWER                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
Sunpower 2,312,494 2,084,290 228,204 9.87% -603,859 -6.18 -$6.18  $     657,934 97,724  $   974,978  $   2,312,494

 

 

Sunpower        
Sales 2011 Conversion Cost structure
(MW) 922   Cost Q4 11 Cost Q4 12
cells Maxeon Gen 3 23-24%    
  Gen 2 21-23%    
modules   20% $1.46 $1.25
with efficiency poly per watt 5.1 g   $1.08 $0.86

 


In (000) TRINA SOLAR                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
Trina 2,047,902 1,715260 332,642 16.24% -37,280 -0.54 -0.54  $    816,780 70,720  $  1,037,379  $  2,047,902

 

 

Trina Solar       Conversion
Sales 2011 Conversion Cost structure
(MW) 1,511.50   Cost Q4 11 Cost Q4 12
cells Honey-multi 19.6%   >20.0%
  SPARC-n type mono  IBC     >21.0%
         
ASP     $1.01  
modules   16% $0.64 <$0.60
poly     $0.30 $0.20

 


In (000) FIRST SOLAR                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
FS 2,766,207 1,794,456 971,751 35.13% -39,493 -0.46 -0.48  $   605,619 86,067  $  663,648  $  2,766,207

 

First Solar       Conversion
Sales 2011 Plant pipeline 2012 production / cost structure
(MW)   2.7GW P/Cost Q4 11 P/Cost 2012
Cadmium telluride (CdTe) module efficiency  12.2% lab tests 14.4% 540MW/$0.73 1.5-1.8GW/$0.74
Capacity 2011 - 2.37GW 2012- 2.52GW    

 


In (000) YINGLI ENERGY                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
YINGLI 2,332,094 1,942,879 389,215 16.69% -509,845 -3.25 -3.25  $   891,867 154,769 $ 2,135,110  $  2,332,094

 

YINGLI ENERGY       Conversion
Sales 2011 2012 production /ASP/ cost structure
(MW) 1.6GW 2.4-2.5 GW P/ ASP / Cost Q4 11 P / ASP / Cost 2012
module     370MW / $1.07/ $1.04 700MW/$0.90/ $0.73
Capacity Verdical 1.7GW Verdical 2.45GW    

 


In (000) CANADIAN SOLAR                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
CSI 1,898,923 1,716,639 182,284 9.60% -90,806 -2.11 -2.11  $   343,995 43,076 $ 832,886  $  1,898,923

 

CANADIAN S       Conversion
Sales 2011 2012 production /ASP/ cost structure
(MW) 1.3GW 1.8-2GW P/ ASP / Cost Q4 11 P / ASP / Cost 2012
module     436/ 1.02/ 0.92 500 / 0.85 / 0.70
Capacity 2.3GW  2.3GW    

 


In (000) JINKO SOLAR                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
JINKO 1,173,351 990,658 182,693 15.57% 43,431 1.85 1.85  $   68,932 22,578 $ 435,868  $  1,173,351

 

JINKO SOLAR       Conversion
Sales 2011 2012 production /ASP/ cost structure
(MW) 950.5MW 800-1000 (module)/GW 150MW plants P/ ASP / Cost Q4 11 P / ASP / Cost 2012
module     169/ 0.96/ 0.91 250 / 0.85 / 0.72
Capacity vertical 1.2GW  vertical 1.2GW    

 


In (000) SUNTECH                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
CSI 3,146,600 2,760,000 386,600 12.20% -1,006,200 -5.58 -5.58  $   492,400 180,687 $ 2,304,500  $  3,146,600

 

SUNTECH       Conversion
Sales 2011 2012 production /ASP/ cost structure
(MW) 2.09GW 2.1-2.5GW P/ ASP / Cost Q4 11 P / ASP / Cost 2012
module     cost 0.74 cost 0.65
Capacity                     2.4GW module 2.4GW module    

 


In (000) HANWHA                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
HANWHAI 1,019,477 1,053,964 -34,487 -3.38% -147,779 -1.76 -1.76  $   314,043 84,065 $ 612,954  $  1,019,477

 

HANWHA       Conversion
Sales 2011 2012 production /ASP/ cost structure
(MW) 844.4MW 1GW P/ ASP / Cost Q4 11 P / ASP / Cost 2012
module     189.1MW/$1.01/$1.03  
Capacity                    1.5GW module 1.5GW module    

 


In (000) RENESOLA                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
RENESOLA 985,279 889,226 96,053 9.7% 331 0.00 0.00  $   379.,039 86,306 $ 827,181  $  985,279

 

RENESOLA       Conversion
Sales 2011 2012 production /ASP/ cost structure
wafer 1,01GW ~1.4GW P/ ASP / Cost Q4 11 P / ASP / Cost 2012
module 280.7MW 600MW 94.4MW/$0.97/$0.94  
Capacity 2GW wafer, 240MW cell, 400 MW module  

2GW wafer, 240 cell, 1GW module

   

 


In (000) SUNERGY                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
SUNERGY 566,292 564,474 1,818 0.00% -94,293 -7.05 -7.05  $   209,479 13,372 $ 531,361  $  566,292

 

SUNERGY       Conversion
Sales 2011 2012 production /ASP/ cost structure
  420.3MW 500-550MW P/ ASP / Cost Q4 11 P / ASP / Cost 2012
module 411.5MW   116.4MW/$0.94/$0.88  
capacity 400 cell, 915 module 915 cell, 1,150 module    

 


In (000) JA SOLAR                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
JASO 1,705,279 1,631,900 73,299 4.29% -89,665 -0.54 -0.54  $   617,914 175,522 $971,624  $  1,705,279

 

JA SOLAR       Conversion
Sales 2011 2012 production /ASP/ cost structure
  1.69GW 1.8-2GW P/ ASP / Cost Q4 11 P / ASP / Cost 2012
module      
capacity 1.08GW wafer, 2.8GW cell, 1.2GW module 1.08GW wafer, 2.8GW cell, 2GW module    

 


In (000) DAQO                  
Company name  Operating income  Operating costs  Gross income (loss) from operations  GM  Net income (loss)  EPS  EPS USD  Cash and cash equivalents  Shares (000) Total debt in US US $ revenue
DAQO 255,832 169,723 86,109 33.6% 33,324 0.95 0.95  $   92,697 35,142 $277,451  $ 255,832

 

DAQO       Conversion
Sales 2011 2012 production /ASP/ cost structure
  763.28MW eq   P/ ASP / Cost Q4 11 P / ASP / Cost 2012
capacity 4,300MT 7,300MT ~$30/kg $25/kg