Transcript EBIT margins for quoted pv companies, by approximate

Q1 2014 PV MARKET
OUTLOOK
JENNY CHASE
FEBRUARY 2014
/ / / / / / // // /// / / / / / / / / / / / / / / / / / / /
Q1 2014 PV MARKET OUTLOOK
1
TIER 1 MODULE MAKERS, FEBRUARY 2014
Company
Yingli
First Solar
Trina
Canadian Solar
JA Solar
Hanwha SolarOne
Jinko Solar
Hanwha Q-Cells
ReneSola
REC Solar
Kyocera
ET Solar
Solar Frontier
Solarworld
CNPV
Risen Energy
BYD
SunPower
Phono
Solar
Note: Tier
1 criteria
here. SunEdison would meet the criteria as a brand, but owns no
moduleVikram
manufacturing
Solarcapacity.
/ / / / Q1 2014 PV MARKET OUTLOOK
Capacity (MW/yr)
3000
2200
2400
2400
1600
1500
1500
1100
1200
1200
1080
1000
960
850
800
800
750
675
450
Source: Bloomberg New Energy
Finance
150
2
Q1 2014 PV MARKET
OUTLOOK
JENNY CHASE, [email protected]
MARKETS
Renewable Energy
Carbon Markets
Energy Smart Technologies
Renewable Energy Certificates
Carbon Capture & Storage
Power
Water
Nuclear
SERVICES
Insight: research, analysis & forecasting
Subscription-based news, data
and analysis to support your
decisions in clean energy, power
and water and the carbon markets
Industry Intelligence: data & analytics
News & Briefing: daily, weekly & monthly
Applied Research: custom research & data mining
[email protected]
Knowledge Services: Summit, Leadership Forums, Executive Briefings &
workshops
////////////////////////////