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4 hours ago, SCSolar said:

The total costs of modules could be under $0.18. This would be attributeable to  the move to poly costs in the  $5/Kg and an ASP in the $8-$9 range you have Si costs of $0.015-$0.027. Cost reductions on processing and materials of 8% a year would have costs fall from current $0.22 down to $0.157. That places production costs in the $0.172 to $0.194. I might speculate that the lower end range could be lower come 2022 from cost reductions due to mass of scale as the market size rises by 50%.


If any of those numbers fall in line, then FSLR will have problems competing with current S6 lines.

Why don't you do the crunchies for FSLR as well? You sound like you're in Cape Fear and a hurricane is approaching.

S6 was supposed to be 40% lower than S4 when ramped (aka 2019) and from there on take 10% cost reduction per year. 😝

And your 8% yoy cost savings in non-poly costs are in HUMONGOUS contrast to Junkosolar's progress over the last year or so which essentially was NIL.  And don't blame the plateauing entirely on the multi-mono migration please.  And now that I think about it, if conventional wisdom now says that mono processes are cheaper than multi, wouldn't a multi to mono migration rather speed up cost reduction instead of slowing it down?

Sorry for the nasty question.

I'm out for drinks.

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Canadian Solar Unveils BiHiKu, New 400+ Watt Poly Bifacial Solar Module, and HiDM, High Efficiency Black Shingled Module, at Solar Power International

GUELPH, Ontario, Sept. 24, 2018 /PRNewswire/ -- Canadian Solar Inc. (the "Company", or "Canadian Solar") (CSIQ), one of the world's largest solar power companies, today unveiled our proprietary P4-based BiHiKu module, combining three industry leading solar PV technologies in one new 400+ Watt module: the latest black silicon, poly PERC, and bifacial cell technologies. Merging these technologies enables Canadian Solar to produce the BiHiKu module, a HiKumodule with bifaciality up to 75 percent.

This new poly solar module generates 400 Watts or more on the front, plus up to 30 percent additional power generation from the back side, dramatically increasing system yield and reducing the Levelized Cost of Electricity (LCOE). The Company believes that BiHiKu is the first poly bifacial module exceeding 400+ Watt nominal front side power.

BiHiKu is perfect for large commercial or utility-scale solar installations, particularly where a high reflection ground or surface under the module creates high albedo, contributing to high back side yield. The product will be available in 2019 and pre-production orders are being accepted now.

In addition, Canadian Solar is introducing to the North America market the HiDM high density module, a shingled solar module with unique IP-granted design features and up to 19.9% module efficiency. The 60-cell sized mono PERC HiDM, up to 330 Watt, is an aesthetically pleasing all-black module perfect for residential rooftops. The 72-cell sized mono PERC HiDM, up to 410 Watt, is a highly efficient black module for commercial applications.

"As Canadian Solar continues on the forefront of solar module innovation, we are proud to introduce BiHiKu and HiDM as the next steps in maximizing the lifetime value of your solar assets," said Dr. Shawn Qu, chairman and chief executive officer of Canadian Solar. "Solar systems using BiHiKu will be able to break away from the pack and score high on low LCOE, making many seemingly impossible low PPA solar projects possible."

Canadian Solar's booth #1604 at Solar Power International (Anaheim, CA USA) honors the fact that Canada is the birthplace of hockey. Donning hockey jerseys, Canadian Solar staff will be talking about BiHiKu and HiDM as Canadian Solar's breakaway products, and showcasing the firm's solar hat trick of modules, inverters, and services.

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