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Description:
This report provides its users with all essential financial and operating data, guidance and analysis of publicly traded PV supply chain companies. This data is provided within 24 hours of each earnings call in a pivot table which makes comparisons by company, type of company, region, technology, etc. extremely easy. Unavailable data is obtained via company interviews, supply chain intelligence or IMS analysts’ estimates. Each company's results and outlook are then analyzed in a PowerPoint file which is updated within 48 hours. The PowerPoint file also includes aggregate results and analysis providing industry metrics and trends on a weighted average, determining the financial health of each layer of the PV supply chain.
This report now also includes monthly regional demand and share data covering Germany, Italy, Greece and California and New Jersey in the United States. Other regions will be added as data becomes available. Forecast data for all regions is now available in the premium version.
A premium version of this report is also available which includes a rolling 8-quarter forecast of regional demand, shipments and capacity as well as module, cell, wafer and polysilicon costs and ASPs.
It is available on a one-time basis or as an annual subscription with weekly updates as data becomes available.
Benefits:
This database is ideal for companies concerned with the outlook and health of the PV supply chain. It allows:
- All users to determine which companies and technologies are gaining and losing share, which companies are performing best and why certain companies are performing better or worse than others.
- Solar cell manufacturers to benchmark their competitors’ performance, health, guidance and new developments. It also alerts companies regarding key technology, market, financial and other disclosures made by their competitors, suppliers or customers.
- Equipment and material suppliers to track the financial health of their customers as well as discover details regarding planned expansions, shutdowns and new developments.
- Module suppliers and system integrators to track the health, performance and pricing outlook of solar cells and modules and the companies that produce them.
- Financial and industry analysts to save significant time in tracking the market by providing extensive analysis on which companies, technologies, layer of the supply chain, region, etc. are performing the best today and likely to perform the best in the future.
Methodology:
The content for this report is disclosed by the publicly traded PV supply chain participants through earnings releases, presentations and conference calls with analysts. IMS Research has collected and aggregated this information back to Q1’07. In addition, IMS Research analysts use their supply chain contacts to determine and estimate essential data not revealed or updated by publicly traded companies.
Contents:
For each of the publicly traded PV supply chain companies, it reveals
- Income statement data, analysis and guidance
- Balance sheet data and analysis
- Highlights of earnings calls and company presentations
- Industry data commonly released by companies such as costs, capacity, shipments, production, ASPs, regional shipment breakdowns, key project design wins, efficiency gains, wafer thickness, polysilicon costs, silicon consumption per watt, ASP guidance, etc.
- A pivot table with all financial and industry data included which allows for extensive comparisons by company, level of integration, technology, region, etc.
- A Powerpoint deliverable is also included which summarizes and analyzes the latest company and industry results.
- Starting in December, a rolling 8-quarter forecast is provided covering regional demand, shipments,capacity, ASPs and costs for each layer of the PV supply chain.
The Q4'09 issue covers the following companies:
| Applied Materials |
Motech |
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| Arise Technologies |
NSP |
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| Bosch Solar |
Oerlikon |
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| Canadian Solar |
Q-Cells |
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| Centrotherm |
REC |
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| China Sunergy |
ReneSola |
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| DelSolar |
Roth & Rau |
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Energy Conversion Devices
(UniSolar) |
Sanyo |
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| E-Ton Solar |
Sharp |
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| Evergreen Solar |
Sino-American Silicon (SAS) |
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| First Solar |
SolarFun |
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| GCL-Poly |
SolarWorld |
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| Gintech |
Spire |
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| Green Energy Technology |
SunPower |
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| GT Solar |
Suntech |
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| JA Solar |
Sunways |
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| LDK |
Trina Solar |
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| MEMC |
Yingli Green Energy |
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The next issue will add inverter suppliers, pure module suppliers and installers/system integrators.
The pivot table includes the following parameters:
| Company |
Debt |
Cell Shipments |
| Fab Country |
Equity |
Wafer/Ingot Shipments |
| Headquarter Country |
Debt/Equity |
Silicon Shipments |
| Technology |
Cash and ST Investments |
Silane Shipments |
| Level of Integration |
Systems Revenues |
Grams/Watt of Silicon |
| Revenues |
Components Revenues |
Silicon Capacity |
| Gross Profit |
Module Revenues |
Wafer/Ingot Capacity |
| Operating Income |
Cell Revenues |
Cell Capacity |
| Pre-tax Profit |
Wafer Revenues |
Module Capacity |
| Net Income |
Silicon Revenues |
Cell Utilization |
| EPS |
Systems Gross Margin |
Module Utilization |
| Gross Margin |
Components Gross Margin |
Capital Expenditures |
| Operating Margin |
Module Gross Margin |
Polysilicon Costs/W |
| Pre-tax Profit Margin |
Cell Gross Margin |
Polysilicon Costs/kg |
| Net Margin |
Wafer Gross Margin |
Polysilicon Prices/kg |
| Revenue Growth |
Silicon Gross Margin |
Wafer ASPs |
| Gross Profit Growth |
Headcount |
Wafer Conversion Costs |
| Operating Income Growth |
Module Production |
Silicon to Module Costs |
| Pre-tax Profit Growth |
Cell Production |
Wafer to Cell Costs |
| Net Income Growth |
Wafer/Ingot Production |
Wafer to Module Costs |
| Inventories |
Silicon Production |
Cell Costs |
| Days of Inventory |
Module Shipments |
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| Wafer thickness |
Module Costs |
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| Conversion Efficiency |
Module ASPs |
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| Regional Shipment Breakdowns |
Cell ASPs |
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Availability
Now available.
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