Solartech sees solar cell prices rebound in February - ResearchInChina

Date:2011-02-25liaoyan  Text Size:

Solar cell maker Solartech Energy has begun to raise quotes in February, and the Taiwan-based company expects 2011 revenues to rise month by month.

Solartech's January EPS of NT$0.35 (US$0.012) was below forecast. The company pointed to an ASP decline during December and January for the result, but February quotes have since improved. In addition, profit margins also took a hit with prices for upstream materials and solar wafers hovering at a high level.

Solartech has seven solar cell production lines, each with 60MWp annual capacity at the moment. It plans to ramp up to 75MWp, bringing total capacity to above 500MWp. Solartech's second plant in Hsinchu, Taiwan will have another fourteen 80MWp lines go online in the near term. The company expects 2011 shipments to more than double from 260MWp in 2010 to 760MWp.

SEC: Revenues, Jan 2010 - Jan 2011 (NT$m)

Month

Sales

M/M

Y/Y

YTD

Y/Y

Jan-11

1,621

13.8%

204.1%

1,621

204.1%

Dec-10

1,425

6.2%

171.1%

11,065

191.6%

Nov-10

1,341

2.3%

160.5%

9,640

194.8%

Oct-10

1,311

0.8%

178.9%

8,299

201.3%

Sep-10

1,301

11.8%

207.1%

6,988

205.9%

Aug-10

1,164

20.7%

370.2%

5,687

205.6%

Jul-10

965

37.6%

320.7%

4,523

180.3%

Jun-10

702

9.8%

248.3%

3,558

157.3%

May-10

639

7.8%

238.8%

2,856

141.8%

Apr-10

593

5.9%

189%

2,217

140.3%

Mar-10

560

5.2%

101.5%

1,625

96%

Feb-10

532

(0.2%)

173.2%

1,065

93.2%

Jan-10

533

1.5%

49.6%

533

49.6%

*Figures are not consolidated
Source: TSE, compiled by Digitimes, February 2011

SEC: Revenues, 3Q09 - 3Q10 (NT$m)

Quarter

Sales

Q/Q

Y/Y

YTD

Y/Y

3Q-10

3,430

77.5%

280.8%

6,988

205.9%

2Q-10

1,933

19%

224.2%

3,558

157.1%

1Q-10

1,625

7.6%

106.3%

1,625

106.3%

4Q-09

1,510

67.7%

40.8%

3,795

(21.5%)

3Q-09

901

51%

(37.4%)

2,285

(39.3%)

*Figures are not consolidated
Source: TSE, compiled by Digitimes, February 2011

2005-2011 www.researchinchina.com All Rights Reserved 京ICP备05069564号-1