Pierce Lee
Assessment of First Solar’s Competitive Edge 2: Solar PV Module Business
The true cost of c-Si modules is hard to define. There are a multitude of numbers floating around from various companies and analysts.
Assessment of First Solar’s Competitive Edge 1: Project Development
Strong project business shields First Solar from the loss
China 2012 PV Installations Likely To Disappoint
First of all, the macro is changing with the economy deceleration and a reported reversal in electricity demand and supply
Bankruptcy Talk Surfaces as LDK Solar Drops into Financial Abyss
All in all, the 500M Yuan from local government may be able to buy few more months for LDK, but the mounting losses will make impossible for the local government to keep the company afloat
Renesola Raises 2012 Outlook, Module Efficiency Drives Sales
Thanks to efficiency Renesola may be the first example of differentiation due to conversion, something which many analysts see as a factor, which in the future will only intensify separation between companies
Is Yingli’s “Panda” On Endangered List?
Panda is a well-received high efficiency module line from Yingli. However, it does not contribute to Yingli’s bottom line at the moment.
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Q2 Profitability Check for US-listed Solar Companies
The closest to meet this objective is Canadian Solar, and… -
Profitability Moves JinkoSolar to Lead Solar Comeback
Inteview with JinkoSolar's Kangping Chen, CEO -
Profit Profiles of Different Project Business Models -part II JinkoSolar Analysis
The equity raise just announced by Jinko could strengthen the… -
Wacker Chemical and Polysilicon Industry Review
PV demand contributes to more than 80% of the polysilicon…



