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Non-Tech : Alternative energy
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To: Jacob Snyder who wrote (12285)11/29/2011 3:09:44 PM
From: Jacob Snyder  Read Replies (2) of 16955
 
Non-silicon production costs (in-house cost per watt from wafer to module):

        2011                          2012
        Q1	Q2	Q3	Q4	Q1	Q2	Q3	Q4
TSL	0.73	0.73	0.65	0.63	0.62	0.62	0.61	0.60
HSOL	0.86	0.88	0.80	0.71	0.71	0.71	0.68	0.68
JKS	0.73	0.70	0.68	0.65	0.64	0.64	0.63	0.62
YGE	0.72	0.72	0.66	0.64	0.64	0.64	0.61	0.61
SOL	0.72	0.75	0.68	0.64	0.64	0.63	0.62	0.61
LDK	0.80	0.78	0.68	0.64	0.67	0.66	0.65	0.63
CSIQ	0.82	0.78	0.72	0.65	0.65	0.65	0.63	0.63
STP	0.80	0.76	0.74	0.70	0.72	0.70	0.69	0.67
FSLR    0.75	0.73	0.72	0.72	0.71	0.69	0.67	0.65 (All-in Cost)
seekingalpha.com
Up to 3Q11 is actual results. After that, projected.


europe-solar.de

Trina is currently (3Q11) in the lead, but not by much. With low poly and wafer costs, total production costs are now around $1/watt, for the lowest-cost producers. The Systems business of FSLR and SPWRA has been crucial to their ability to compete with the Chinese companies.

Module selling prices have fallen a lot more than production costs. The relentless decline in prices has to end, as nobody is making money (except FSLR) at these prices.
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