While the demand is around 35GW this year, the existing capacity levels in China for bankable module production are estimated at no more than 31GW. It appears this is not being noticed; nor is the fact that at the processing costs of $0.60 per watt and potential of ASP of $0.70, gross margins go back to 14%. Under this scenario, the first batch of Chinese can see profits in 2013.
Robert Dydo
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