Canadian Solar presentation Summary

 

Canadian Solar presentation summary

Reduce Manufacturing cost

- Reduce manufacturing costs to remain competitive

- Entered into long-term strategic partnership for wafers

- Target non-silicon processing cost at or below $0.65/watt by end of Q4 2011

- Target 10% global market share over the next 3-years

Introduce new technologies

 2011-Q4: 2,050 MW module, 1,300MW* cell, 300 MW ingot and wafers

 2012-13: 2,300 MW module, 2,000MW cell, 2,000 MW ingot and wafers**

 ESE cell line to be expanded from 30MW to 230MW in Q3 2011

 ELPS launched in Q3 2011 raises conversion efficiency for multi-crystalline cells up to

18.5% and for mono-crystalline up to 19.5%

 Commercial AC modules being launched in Q1 2012

Bundle, integrate and cross sell PV modules with additional products and services

 Leverage CSI’s existing expertise and global reach to expand and monetize utility scale

project pipeline (e.g. TransCanada, Skypower)

 Capture additional share of total system revenue, and expand margins

Goal is to be profitable and among the top-5 global module

 Enter new market segments expand and build deeper customer relationships

* Name-plate capacity excludes 100MW of debottlenecking ** Includes internal, expected JV and LT wafer supply partnerships

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