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Canadian Solar (CSIQ)

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37 minutes ago, Klothilde said:

Updated investor presentation out:
http://investors.canadiansolar.com/static-files/48509dd8-8e15-4d99-90f8-c22fa89905f8

Anything interesting you guys?  I noticed they've started playing with quasi-mono.  But why?

You know why, the same reason GCL is dabbling in it. To save the investments made in casting technology while they transition to mono. 

 

The real item  is in the end it will be the cost per watt. There will be little differentiation between Mono or Multi or Casted mono presuming price per watt is all similar. That means that while we are at a disparity for Mono vs Multi in ASP, project costs are not much different and eat some of that cost savings from buying Multi. Eventually with the technologies within 1% or so in power outputs, the advantage of 1 over the other as far as LCOE becomes negligeable.

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2 hours ago, SCSolar said:

The real item  is in the end it will be the cost per watt. There will be little differentiation between Mono or Multi or Casted mono presuming price per watt is all similar. That means that while we are at a disparity for Mono vs Multi in ASP, project costs are not much different and eat some of that cost savings from buying Multi. Eventually with the technologies within 1% or so in power outputs, the advantage of 1 over the other as far as LCOE becomes negligeable.

switching from multi to mono on a PERC standard module means going from 290W to 310W or a 7% increase in output.  If that decreases your BOS by 4% and your BOS is 40 cts/W then that's roughly 1.5cts/W in added value.  Means that your multi components (wafers, cells, modules) must be priced 1.5cts/W below equivalent mono components to make up for the lower value.  Only problem is that mono is already selling so cheap that multi cannot go down 1.5 cts below without incurring steep losses.  You can see it with Longi who has a good margin selling mono wafers around 8 cts/W while GCL has negative margin selling multi wafers around 6.5 cts/W.

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