PV Supply Chain Health Report – Single-User

[Single-user version]

Publication Dates: Published Quarterly (March, June, September, December)
Publisher: IMS Research
Format: Acrobat (.pdf) for Powerpoint slides
Type: Single edition

This product provides its users with all the data and insights released by publicly traded Photovoltaic (PV) supply chain companies in their quarterly earnings reports and conference calls along with unbiased analysis. Over 400 slides included.

In addition to company by company write-ups covering revenue, margin, growth, shipments, ASPs, costs, inventories, liquidity, capacity, technology, supply chains, guidance, etc., this report also aggregates all the results to provide weighted average performance for numerous metrics including revenues, growth, margins, ASPs, costs, shipments, capacity, utilization, debt and inventories which are then segmented by level of integration and region.

This database is ideal for companies concerned with the outlook and health of Photovoltaic (PV) supply chain. It allows:

• All users to determine which companies and technologies are gaining and losing share, which companies are performing the 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.

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 Photovoltaic (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, ASP’s, regional shipment breakdowns, key project design wins, efficiency gains, wafer thickness, polysilicon costs, silicon consumption per watt, ASP guidance, etc.
• A Powerpoint deliverable summarizes, analyzes and aggregates the latest company and industry results.

The Q4 2009 issue covers the following companies:

Applied Materials	Gintech	Roth & Rau
Arise Technologies	Green Energy Technology	Sanyo
Bosch Solar	GT Solar	Sharp
Canadian Solar	JA Solar	Sino-American Silicon (SAS)
Centrotherm	LDK	SolarFun
China Sunergy	MEMC	SolarWorld
DelSolar	Motech	Spire
Energy Conversion Devices (UniSolar)	NSP	SunPower
E-Ton Solar	Oerlikon	Suntech
Evergreen Solar	Q-Cells	Sunways
First Solar	REC	Trina Solar
GCL-Poly	ReneSola	Yingli Green Energy

IMS Research was founded in 1989 and is now one of the leading suppliers of detailed, quality market research to the global electronics industry. The company publishes over 200 reports annually, and sells to more than 40 countries worldwide. IMS Research’s initial success as a provider of market research was heavily influenced by its close ties to the semiconductor industry.

Written by IMS Research, and marketed and distributed by SEMI to members at a 20% discount.

Multi-User license available here