Solar gross margins:
4Q09, 1Q10, company, website:
41%, 50%, FSLR investor.firstsolar.com
33%, ???, TSL phx.corporate-ir.net (1Q10 results on 5/25)
30%, ???, YGE ir.yinglisolar.com
24%,19-20%, STP ir.suntech-power.com (1Q10 results are preliminary, full results on June 3)
20%, 23%, JASO
20%, 21%, SPWRA investors.sunpowercorp.com
19%, ???, SOLF investors.solarfun-power.com (1Q10 results on May 25)
15%, 13%, CSIQ phx.corporate-ir.net (1Q10 results preliminary, full results June 2)
12%, 8%, ESLR
10%, 16%, LDK
my comment: FSLR stands out, as the company with the highest gross margins, and (so far) the largest increase in margins from 4Q09 to 1Q10. Some of these companies take a long time reporting. |
