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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

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Dec 5 4:00 PM EST

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From: FJB	5/2/2011 10:19:05 AM
	1 Recommendation of 95531

Soaring shipments and falling gross margins for solar cell firms Nuying Huang, Taipei; Jackie Chang, DIGITIMES [Monday 2 May 2011] Shipments and monthly revenues have been soaring for solar cell makers due to falling prices and massive capacity expansions, but their earnings per share (EPS) and gross margins tell a different story. Compared with the performance in fourth-quarter 2010, their first-quarter 2011 profits have been halved. Motech Industries' earnings per share (EPS) dropped to NT$1.80, already the highest among all solar cell makers. E-Ton Solar Tech had the lowest at negative NT$0.38. Market observers said Motech's polysilicon production helped the company outperform its peers with higher shipments, revenues, and profits. Motech also outperformed its peers with a 2-digit gross margin of 12.5% while others had gross margins lower than 10%. It is because solar cell firms are sandwiched between high wafer costs and falling prices for the erosion of profits in the first quarter, according to industry sources. The future of the second quarter is still unclear due to ambiguous government policies in Europe and lukewarm demands.

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