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Non-Tech : Alternative energy -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (12285)	11/29/2011 3:09:44 PM
From: Jacob Snyder	Read Replies (2) \| Respond to 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.