checkAd

    Führender Solarzellenhersteller - Nr.4 oder Nr.5 der Welt - jetzt auch in Deutschland handelbar - 500 Beiträge pro Seite

    eröffnet am 23.05.07 15:14:03 von
    neuester Beitrag 04.05.12 11:35:41 von
    Beiträge: 194
    ID: 1.127.752
    Aufrufe heute: 0
    Gesamt: 19.380
    Aktive User: 0


     Durchsuchen

    Begriffe und/oder Benutzer

     

    Top-Postings

     Ja Nein
      Avatar
      schrieb am 23.05.07 15:14:03
      Beitrag Nr. 1 ()
      Nachdem man schon lange in Taiwan an der Börse ist, gab es vor kurzem ein GDR Programm und ein Listing in London.

      Seit heute oder allenfalls irgendwann letzte Woche auch in Deutschland unter der WKN A0MR1M handelbar.

      Motech dürfte in 2006 ca. 100 MWp produziert haben und ist somit (noch) deutlich größer, als all die Newcomer der letzten Wochen: JASO, CSUN, SOLF, CSIQ, etc. Nur Sharp/Q-Cells/Suntech sind noch größer und mit BP liegt man ungefähr gleichauf.

      Leider habe ich es bis heute nicht geschafft, Finanz-Zahlen von denen zu finden.

      Hat jemand eine Idee?
      Avatar
      schrieb am 23.05.07 15:17:21
      Beitrag Nr. 2 ()
      Wirtschaftsnews - 04.05.07
      Solarzellen-Hersteller Motech erhöht Kapital um 211 Millionen Dollar


      Taipeh 04.05.07 (www.emfis.com) Der taiwanesische Solarzellen-Produzent Motech Industries hat Global Depository Receipts im Umfang von 211 Millionen Dollar emittiert. Die Anteilsscheine wurden zum Preis von 11,71 Dollar begeben, was auf den gestrigen Schlusskurs einem Abschlag von 2,25 Prozent entspricht.

      Motech erweitert damit seine Marktkapitalisierung um 11,1 Prozent. Die Transaktion wurde von den Investmentbanken Credit Suisse und Morgan Stanley begleitet. Die Emission soll dreifach überzeichnet gewesen sein.
      Avatar
      schrieb am 23.05.07 15:28:49
      Beitrag Nr. 3 ()
      Solar ist nur einer von 3 Geschäftsbereichen.

      Keine kleine Firma.

      0858 [Dow Jones] Shares included in latest MSCI index may get temporary boost in market, says SinoPac Securities' department manager Wong Dexu; 'It's great to be included, but investors will still be primarily concerned with the companies' earnings over the long term,' says Wong. New additions include Motech Industries (6244.OT), Nanya Tech (2408.TW), ProMOS Tech (5387.OT). Says companies deleted from index - Nien Made Enterprise (9915.TW), Giant Manufacturing (9921.TW) - may suffer short-term weakness. (WYI) Contact us in Singapore. 65 64154 140; MarketTalk@dowjones.com
      Avatar
      schrieb am 23.05.07 15:30:55
      Beitrag Nr. 4 ()
      Es gab die Tage auch eine ähnliche Meldung mit Suntech.

      HUGIN NEWS/Open Energy zeichnet Abkommen über Solarzellenlieferung an Motech Solar
      Das Unternehmen aus Taiwan wird Solarzellen für den SolarSave(R)-Dachbelag liefern

      SOLANA BEACH, CA -- (MARKET WIRE) -- May 09, 2007 -- Open Energy Corp. (ISIN: US6837071033 / WKN: A0JNEA) gab heute bekannt, dass das Unternehmen mit Motech Solar, dem siebtgrößten Hersteller photovoltaischer Solarzellen auf der Welt, einen offenen Kaufvertrag über die Lieferung polykristalliner 6" Zellen abgeschlossen hat.

      David Saltman, CEO von Open Energy, sagte: "Unsere Reise nach Asien in der letzten Woche hatte zum Ziel, uns eine solide Rohmaterialversorgung zu sichern und Möglichkeiten zur Ausgliederung der Herstellung unserer Dachbelag-, Ziegel- und Glasprodukte zu eruieren. Dr. Simon Tsuo und sein hochqualifiziertes technisches Team haben einen Betrieb von Weltniveau, mit hochautomatisierten Produktionsanlagen, eindrucksvollen Qualitätssicherungsprogrammen und gesicherten Halbleiter-Zulieferverträgen aufgebaut. Wir sind ganz begeistert, sie als strategischen Zulieferer photovoltaischer Solarzellen zu haben."

      Dr. Simon Tsuo, CEO von Motech, erklärte: "Mit dem Ausbau unserer zweiten Produktionsanlage im wissenschaftlichen Industriepark von Tainan haben wir unsere Produktionskapazität auf 240 Megawatt pro Jahr erhöhen können. Wir sind zuversichtlich, dass der US-Markt für photoelektrische Produkte in den nächsten Jahren schnell wachsen wird und sind davon überzeugt, dass die integrierten Baumaterialien von Open Energy auf dem Markt großen Anklang finden werden. Unsere hochleistungsfähigen polykristallinen Zellen sind sehr gut für den SolarSave(R)-Dachbelag geeignet und wir freuen uns auf eine lange und gegenseitig fruchtbare Beziehung unserer Unternehmen."
      Avatar
      schrieb am 23.05.07 15:38:20
      Beitrag Nr. 5 ()
      Easing material shortage buoys Motech sales in April


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Rodney Chan, DIGITIMES, Taipei [Tuesday 1 May 2007]

      Solar cell maker Motech Industries today reported that its momentum of growth returned in April as a result of increases in capacity and better supply of materials.

      In a filing with the Taiwan Stock Exchange (TSE), Motech said its unaudited revenues last month totaled NT$1.19 billion (US$35.82 million), up 16% sequentially and 95% on year.

      Motech had flat growth in March due to short supply of materials and its revenues declined 19.2% in February. It indicated last month that some of its contracted material suppliers were still having a run-in period for their new capacity and therefore had been unable to supply materials as promised.

      But the company in its latest TSE filing said that the issues concerning material supply have seen significant improvements and that its output will return to normal. It said it is optimistic that it will achieve its output goal of 180MW for 2007.

      Of its April sales, Motech said NT$1.18 billion came solar cell production, a record for the company.

      Trading Spotlight

      Anzeige
      Rallye II. – Neuer Anstoß, News und was die Börsencommunity jetzt nicht verpassen will…mehr zur Aktie »
      Avatar
      schrieb am 23.05.07 15:39:55
      Beitrag Nr. 6 ()
      For over 25 years, Motech Industries, Inc. (Motech) has been creating high quality products, from testing and measuring instruments to solar cells. Motech has now become one of the top 10 producers of solar cells and maintains a well known and respected reputation for creating some of the most user friendly and durable instruments.

      With our hard work and dedication Motech and its employees have maintained the ideals of sustaining our world with modern technology that encourages the use of renewable sources of energy so that we, as citizens of the world, can breathe easier in the years to come.
      Company Profile

      Motech Industries, Inc. (Motech) was founded in 1981, originally under the name Meter International Corporation, specialized in the design, manufacturing, marketing,and servicing of high-end test and measurement instruments. Under the Motech Instruments Division (Motech Instruments) we continue to fulfill our customer's needs for high quality test and measurement instruments. In 1998, Motech Solar Electricity Division (Motech Solar) was established in Taiwan as the first to manufacture and market high quality single and multi-crystalline silicon solar cells.To reflect this expansion into other business ventures, Meter International Corporation became Motech Industries, Inc. To utilize the knowledge of Motech Instruments and Motech Solar, and encourage the use of photovoltaic energy systems in Taiwan, Motech Solar Power Systems Division (Motech Power) was created in 2002. Motech Power markets, designs and install solar electricity systems that reduce the environmental impact of generating electricity. "Modern Technology for a Sustainable World" became a part of Motech's logo in 2003 to emphasize our strong dedication to developing a sustainable world.Motech Headquarters is located in Taipei, Taiwan, but with our three divisions and one subsidiary located in Taiwan and China, Motech has the expertise and ability to be one of the strongest growing companies in the region and to help bring a bright future for everyone.

      In May of 2003, Motech became a publicly traded company on Taiwan's Over-the-Counter (OTC) market with the trading code of 6244.
      Avatar
      schrieb am 23.05.07 15:48:00
      Beitrag Nr. 7 ()
      Motech expects more polysilicon supply amid new AE Polysilicon fab


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Esther Lam, DIGITIMES , Taipei [Tuesday 24 April 2007]

      Following recently announced new fab construction plans by polysilicon supplier AE Polysilicon, Motech Industries said it anticipates a positive impact over its raw material procurement.

      Motech announced earlier that AE Polysilicon, in which it holds a 12.9% stake, is to invest US$70 million on the construction of a new fab in Pennsylvania, US. AE Polysilicon plans for an annual capacity of 1,500 tons in the initial stage and will expand further in the future, Motech said.

      The Pennsylvania Department of Community and Economic Development provided AE Polysilicon with over US$7.5 million in grants and low-interest loans, as well as practically eliminated all state and local taxes for the next 12 years as additional incentives to locate at the Keystone Industrial Port Complex (KIPC).

      In light of the mentioned grants and tax incentives, Motech believes it should result in significants improvements in AE Polysilicon's cost structure.

      Motech and AE Polysilicon has a five-year supply agreement effective from 2008 with annual supply to total at 2,500 tons maximum. The solar-cell maker is confident that its sufficiency over polysilicon should be enhanced amid the new fresh capacity from AE Polysilicon.
      Avatar
      schrieb am 23.05.07 16:14:05
      Beitrag Nr. 8 ()
      Geht pleite oder wird übernommen.
      Avatar
      schrieb am 23.05.07 16:17:20
      Beitrag Nr. 9 ()
      ... ja - ist bei mir hier um die Ecke - ich war nach dem Brand in der Fabrik letztes Jahr ein paarmal drin ...


      ... das ist die taiwanesische Solarworld...
      die Motech-Aktien sind hier in Taiwan in den letzten Jahren schwindelerregend gestiegen...
      Avatar
      schrieb am 26.05.07 12:13:37
      Beitrag Nr. 10 ()
      Antwort auf Beitrag Nr.: 29.436.978 von DerStrohmann am 23.05.07 16:14:05Wie kommst Du darauf?

      Sind die so schlecht? zu klein?

      Sonstwas?
      Avatar
      schrieb am 26.05.07 12:17:34
      Beitrag Nr. 11 ()
      Habe endlich mal Zahlen zu Motech gefunden:

      EK per 31.12.06 ca. 124 Mio Euro
      Gewinn in 2006 ca. 50 Mio. Euro
      => EK-Rendite von > 60%

      allerdings bei 144 Mio. Aktien auch ein KBV von knapp 11

      KGV 06 ca. 26,6

      Nicht meine Werte für ein Investment, aber sicher sinnvoll, im Auge zu behalten.

      Schönes WE
      Avatar
      schrieb am 26.05.07 12:19:36
      Beitrag Nr. 12 ()
      Gewinn in Q1: ca. 17 Mio. ergäbe bei Hochrechnung aufs Jahr ein KGV von knapp 20.

      Das ist definitiv billiger als die meisten frischen China-IPOs.

      Kann leider nichts zur Rohstofflage sagen UND die Chinesen haben über die IPOs mehr Kapital
      Avatar
      schrieb am 05.07.07 23:43:07
      Beitrag Nr. 13 ()
      ... und dieser Tage wurden das erste Mal in Frankfurt halbwegs nennenswerte Stückzahlen gehandelt...

      Ein echter Aussenseiterwert... welcher Kurs wäre denn wohl gerechtfertigt oder für einen Einstieg als günstig anzusehen?
      Avatar
      schrieb am 16.07.07 11:49:11
      Beitrag Nr. 14 ()
      Antwort auf Beitrag Nr.: 30.514.674 von JoergP am 05.07.07 23:43:07KEINE Ahnung!

      Ich weiß nicht, welche Rolle die beiden anderen Geschäftsbereich spielen.

      Solar dürfte gut wachsen.

      Man kann recht gute Zahlen über die TSE bekommen.

      Und die Taiwanesen scheinen recht schnell zu publizieren.

      Wenn ich was Neues sehe, poste ich hier.

      Gruß
      Meinolf
      Avatar
      schrieb am 16.07.07 11:50:36
      Beitrag Nr. 15 ()
      Antwort auf Beitrag Nr.: 30.708.948 von meinolf67 am 16.07.07 11:49:11...siehe auch astronomisches Kurs-zu-BuchVerhältnis (mein vorheriges Posting)
      Avatar
      schrieb am 13.08.07 10:12:44
      Beitrag Nr. 16 ()
      Na, dieses astronomische KBV dürfte sich ja durch den heutigen Kursrutsch etwas relativieren...
      Gibt es irgendwelche Infos/Spekulationen über den Hintergrund?
      Avatar
      schrieb am 26.08.07 15:28:03
      Beitrag Nr. 17 ()
      Umsatz rauf, Gewinn runter, beides substantiell.

      Mehr weiß ich noch nicht.
      Avatar
      schrieb am 26.08.07 15:29:11
      Beitrag Nr. 18 ()
      Auf der Webseite gibt es inzwischen die Roadshow vom April runterzuladen.

      Daraus ergibt sich ein Anteil von 97% für das Wafer-to-Cell Business.
      Avatar
      schrieb am 26.08.07 15:50:08
      Beitrag Nr. 19 ()
      Antwort auf Beitrag Nr.: 29.475.891 von meinolf67 am 26.05.07 12:13:37Silizim ist der Flaschenhals.
      Avatar
      schrieb am 26.08.07 15:56:36
      Beitrag Nr. 20 ()
      Antwort auf Beitrag Nr.: 31.296.601 von DerStrohmann am 26.08.07 15:50:08Das ist wahr.

      Trotzdem noch sehr profitabel.

      Und man beginnt zumindest auf der Webseite, professioneller auszusehen.

      Habe jetzt mal die KE in mein Spreadsheet eingearbeitet.

      Mit der erhöhten Aktienzahl und dem zusätzlichen EK komme ich jetzt auf ein für Solarverhältnisse fast schon konservatives KBV von 3,7, recht ähnlich wie Q-Cells.

      Das KGV 06 wäre etwa 20 und für 2007 komme ich bei Hochrechnung von H1 * 2 auf ca. 17-18.

      Vielleicht baue ich doch mal eine erste kleine Posi auf.
      Avatar
      schrieb am 10.09.07 10:26:23
      Beitrag Nr. 21 ()
      Antwort auf Beitrag Nr.: 31.296.625 von meinolf67 am 26.08.07 15:56:36habe mal eine Guck-Posi zu 6,50 aufgemacht.

      Bisher sehr dünner Handel in D.
      Avatar
      schrieb am 10.09.07 12:38:38
      Beitrag Nr. 22 ()
      Schönes timing:

      Motech lands new polysilicon supply from Nitol Solar


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Monday 10 September 2007]

      Motech Industries announced that it has signed a new six-year polysilicon supply contract with Nitol Solar and another six-year silicon wafer OEM production contract with Swiss Wafer, according to filings the company submitted to the Taiwan Stock Exchange (TSE) on September 7.

      Under the contract with Russia-based Nitol Solar, Motech will land polysilicon from January 2009 to December 2014 with the deal being worth US$166 million. Swiss Wafer is responsible for the OEM production of silicon wafer after landing polysilicon from Motech via Nitol Solar during the same timeframe. The OEM production will cost Motech US$168 million.

      Motech said half of its required polysilicon in the future will be supplied by AE Polysilicon with the remainder to be sourced from other vendors. The solar-cell maker also stressed that the contract prices meet its expectations.

      Nitol Solar earlier purchased US$49 million worth of polysilicon reactors from GT Solar during March with volume production slated to begin from 2009. Nitol Solar's strong background in the chemical industry is said to be a major reason drawing the interest of Motech as Nitol is also a producer of trichlorosilane, a key raw material of polysilicon.

      The consolidation between Hemlock Semiconductor and DC Chemical showed the importance of having self-sufficiency in trichlorosilane. Industry players commented DC Chemical's control over trichlorosilane production was a key reason which motivated the consolidation.

      According to Hoku Scientific, silane or trichlorosilane gas can be introduced into a tube-like reactor in which small polysilicon granules are suspended in the gas stream, referred to as a fluidized bed. The silicon contained in the gas deposits on the surface of the hot granules in the fluidized bed until the desired diameter has been reached. The end product is in the form of rods or chunks of polysilicon.
      Avatar
      schrieb am 10.09.07 12:39:12
      Beitrag Nr. 23 ()
      Antwort auf Beitrag Nr.: 31.296.601 von DerStrohmann am 26.08.07 15:50:08siehe letztes Posting...
      Avatar
      schrieb am 10.09.07 16:36:56
      Beitrag Nr. 24 ()
      200 St. für 6,50 € ! :)
      Avatar
      schrieb am 10.09.07 17:25:27
      Beitrag Nr. 25 ()
      Avatar
      schrieb am 10.09.07 18:25:46
      Beitrag Nr. 26 ()
      24.04.2006: Umweltaktien-Wochenrückblick:
      ------------

      Die MEMC Electronic Materials, Inc. aus St. Peter im US-Bundesstaat Missouri, hat nach eigenen Angaben eine Absichtserklärung über die Lieferung von Solarwafern an Motech Industries abgeschlossen. MEMC werde Motech acht Jahre lang mit Solarwafern zu einem vorher festgesetzten Preis beliefern. Insgesamt werde diese Kooperation dem Unternehmen 1,6 Milliarden US-Dollar einbringen, so der Vorstandvorsitzende von MEMC, Nabeel Gareeb.
      Die haben auch rechtzeitig eingekauft!
      Avatar
      schrieb am 11.09.07 08:15:53
      Beitrag Nr. 27 ()
      Avatar
      schrieb am 11.09.07 12:44:08
      Beitrag Nr. 28 ()
      Upps noch weiter runter!? :eek::(:D
      Avatar
      schrieb am 12.09.07 00:57:02
      Beitrag Nr. 29 ()
      Antwort auf Beitrag Nr.: 31.520.063 von unawatuna am 11.09.07 08:15:53Motech silicon wafer fab already under construction in China


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Tuesday 4 September 2007]

      Motech Industries foresees its silicon wafer capacity will grow six fold in 2008 along with construction of a silicon wafer fab in Suzhou, China, that started recently, according to the solar-cell maker.

      Motech expects its silicon wafer capacity will ramp up to 60 peak megawatt (MWp) in 2008. The silicon wafer fab, which will focus on multi-crystalline silicon wafer production, is slated to complete construction during late June 2008. Initial capacity at the fab is about 30MWp and the amount will double by the end of 2008. Motech plans to invest about US$8 million at the fab.

      While its silicon wafer fab is in progress, Motech reiterated that the polysilicon production plan of AE Polysilicon remains on track. It projects that AE Polysilicon should start supplying polysilicon to the company from the second half of 2008.

      Industry watchers are positive over AE Polysilicon's upcoming contribution to Motech, given that AE Polysilicon will fabricate polysilicon by adopting fluidized bed reactor technology, which is said to have a 50% cost advantage over that of Siemens, despite its relatively high yields barrier.

      Reverse Engineer Qualcomm
      Avatar
      schrieb am 12.09.07 12:22:03
      Beitrag Nr. 30 ()
      Avatar
      schrieb am 12.09.07 12:58:02
      Beitrag Nr. 31 ()
      Antwort auf Beitrag Nr.: 31.544.475 von unawatuna am 12.09.07 12:22:03\"...Motech is expected to ramp up to the 5th largest in 2007.\"

      Hatte eher die diesjährige Produktion im Hinterkopf :cool:
      Avatar
      schrieb am 13.09.07 20:34:05
      Beitrag Nr. 32 ()
      Antwort auf Beitrag Nr.: 31.544.887 von meinolf67 am 12.09.07 12:58:02hallo meinolf,
      schön dich hier zu lesen;
      hab´mir motech die letzten tage mal zu gemüte geführt;
      mE sehr vielversprechend obwohl in der vergangenheit ja
      schon sehr gut gelaufen.
      das die gdr´s allerdings so stark einbrechen würden hat
      ich nicht gedacht. woran macht´s du diesen einbruch fest ?

      in posting 11 sprichts du von 124 mio ek ; 50 mio gewinn
      sowie von 144 mio aktien.
      wo kommen diese zahlen her (resultierend aus Q1/Q2-zahlen ?)
      p.a.-abschluß gemäß homepage nur in einer schrift für die
      mir der haarschnitt fehlt :confused: von daher stehe ich
      etwas auf dem schlauch.

      in jedem falle ist die seite von motech recht informativ -
      insbesondere auch die monatlichen revenue´s .
      der in Q1 gemachte ausblick dürfte wohl zutreffen, so daß
      motech wieder mal eine verdoppelung der installierten pv-
      kapazität erreichen wird. in jedem falle schauen die zahlen
      sehr eindrucksvoll aus.
      gemäß dem consolidated income statement wurde auch beim eps
      gegenüber vorjahreszeitraum eine quasi verdoppelung erzielt.

      alles in allem ein scheinbar recht gutes invest (obwohl -
      die sind ganz schön weit weg).

      zu den o.a.zahlen sei so lieb und klär mich auf.

      lg elsolivars
      Avatar
      schrieb am 14.09.07 10:08:09
      Beitrag Nr. 33 ()
      Antwort auf Beitrag Nr.: 31.544.887 von meinolf67 am 12.09.07 12:58:022004 Nr.10 -2005 Nr.9 -2006 Nr.7 Kann hinkommen super, aber warum brechen die so ein?
      Avatar
      schrieb am 14.09.07 12:04:13
      Beitrag Nr. 34 ()
      Antwort auf Beitrag Nr.: 31.565.908 von elsolivars am 13.09.07 20:34:05Du mußt auf folgende Seite gehen:
      http://emops.tse.com.tw/emops_all.htm" target="_blank" rel="nofollow ugc noopener">
      http://emops.tse.com.tw/emops_all.htm

      Dort mußt Du Dich dann durchnavigieren:

      GTSM(OTC) Listed Companies -> 6244 (ist der Code von Motech)

      Rechts in dem inneren Fenster ist dann eine Auswahl von Daten zu Q-Berichten und bei "profiles" ganz unten der "Detailed Process of Capital formation"

      Daher habe ich meine Werte. Alle in TWD, also umrechnen.

      Und ich habe die GDR Kapitalerhöhung mit eingearbeitet. Führt zu besserem KBV, schlechterem KGV und EKR.
      Avatar
      schrieb am 14.09.07 12:16:41
      Beitrag Nr. 35 ()
      Antwort auf Beitrag Nr.: 31.569.827 von unawatuna am 14.09.07 10:08:09ich nix wissen;

      aber:

      1) unter Yahoo finde ich einen aktuellen Kurs von 301 TWD; das macht EUR 6,54; also lass uns mal sagen, dass die Preisfindung hier nicht ganz der eines perfekten MArktes entspricht.

      2) habe ich nie gesagt, dass Motech für mich ein echtes Investment ist. Ich habe aktuell 100 Stk.

      3) Als mögliche Negativa fallen mir ein: hoher SI-Preis oder Lieferschwierigkeiten (Renesola ist ein wichtiger Lieferant und hat kürzlich Output-Verzögerungen bekannt gegeben; Motech hat dementiert, dass sich dies auf sie auswirken würde)

      Ansonsten: Börse ist oft irrational, wie elsolivars nur zu gut weiss ;)
      Avatar
      schrieb am 14.09.07 12:18:01
      Beitrag Nr. 36 ()
      Antwort auf Beitrag Nr.: 31.571.457 von meinolf67 am 14.09.07 12:16:41PS: es kann natürlich auch ein Desaster gben, von dem wir hier noch nix wissen, aber dafür andere...

      ist ja wie gesagt weit weg....

      wenn das bekannt wird, werden wir es aber wohl merken.
      Avatar
      schrieb am 17.09.07 14:05:03
      Beitrag Nr. 37 ()
      Avatar
      schrieb am 17.09.07 14:31:20
      Beitrag Nr. 38 ()
      Motech to house 1GWp silicon ingot capacity in China


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Monday 17 September 2007]

      Having already planned to complete construction of its silicon wafer fab in China next year, Motech Industries has updated that maximum ingot capacity at the site will reach one peak gigawatt (GWp), according to company general manager YH Tso.

      Tso indicated that the entire Suzhou silicon wafer plant will eventually house a maximum ingot capacity of 1GWp. Motech has targeted a solar-cell capacity of 1.2GWp across all its plants for 2010. While aggressively boosting its silicon wafer capacity, Tso noted that price pressure of polysilicon should persist.

      Tso projected that polysilicon will be in severe shortage in the first half of 2008 with improvement to be seen in the second half of the year along with fresh capacity from leading players. Capacity from new entrants will only be available in the first half of 2009 at the earliest.

      Although polysilicon supply is set to pick up from 2008, fresh capacity from leading players will be obtained by those who have long-term contracts with the suppliers, or those who have investment relationships with these companies, Tso said. For the anticipated capacity from new entrants, cost, which eventually translates to price, will be hard to shrink further, as these players mostly produce via the traditional Siemens method.

      In light of the supply status and cost trend, Tso stressed that it will be hard to see per kilogram polysilicon prices drop below US$40 over the next decade, yet, he added in saying that more capacity will have an obvious impact over pricing at the spot market in the future.
      Avatar
      schrieb am 17.09.07 14:32:05
      Beitrag Nr. 39 ()
      Antwort auf Beitrag Nr.: 31.631.083 von unawatuna am 17.09.07 14:05:03Sorry, Du warst schneller.

      Ich stell lieber die texte rein ,da man nie weiß, wie lange so ein Link funktioniert...
      Avatar
      schrieb am 24.09.07 13:17:38
      Beitrag Nr. 40 ()
      Holla, heute ist der Kurs plötzlich sehr viel höher...???
      Avatar
      schrieb am 26.09.07 07:42:34
      Beitrag Nr. 41 ()
      Antwort auf Beitrag Nr.: 31.720.680 von meinolf67 am 24.09.07 13:17:38Motech Signs 10-Year Deal With Wacker Chemie To Buy Polysilicon9-26-07 12:07 AM EDT | E-mail Article | Print Article

      TAIPEI -(Dow Jones)- Taiwan solar-cell maker Motech Industries Inc. (6244.OT) said in a statement Wednesday it signed a 10-year contract worth NT$1.84 billion to buy polysilicon from German chemical firm Wacker Chemie AG (WCH.XE).
      In another statement, Motech, Taiwan\'s largest solar-cell maker by capacity, said its board approved investments to expand manufacturing capacity and research and development.

      The 10-year contract with Wacker Chemie starts January 2009, Motech said.

      Motech wants to ensure stable raw material supply, said company spokesman Jacy Chen. \"Our biggest problem is raw material.\"

      Polysilicon is a raw material in the production of solar cells.

      Motech also said its board had approved investing NT$310 million in a logistics facility in Tainan, southern Taiwan. Chen said the company needs more storage space because of its planned increase in production.

      Motech said it plans to buy 14 silicon ingot-growth furnaces by the end of 2008 to raise its furnace capacity to 100 megawatts from 10 MW now.

      Chen said the company doesn\'t plan to spend more than US$15 million on the furnaces.

      Motech also intends to move into thin-film solar-cell technology by setting up an R&D facility and a small production line in Colorado, the U.S.

      Thin-film technology can be used to make solar cells without silicon.

      \"We want to obtain the know-how for thin-film technology and be ready in case there\'s strong demand\" for the technology, said Chen.

      The location of the R&D facility was chosen because of its proximity to Motech\'s U.S. offices and the U.S. government\'s National Renewable Energy Laboratory, Chen said.

      -By Alex Pevzner, Dow Jones Newswires; 8862-2502-2557; alex.pevzner@ dowjones.com

      (END) Dow Jones Newswires
      09-26-070007ET
      Copyright (c) 2007 Dow Jones & Company, Inc.
      Avatar
      schrieb am 01.10.07 12:15:15
      Beitrag Nr. 42 ()
      Mosel said to land silicon ingot orders from Green Energy and Motech


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Commercial Times, October 1; Esther Lam, DIGITIMES [Monday 1 October 2007]

      Mosel Vitelic is said to have landed silicon ingot slicing orders from Green Energy Technology and Motech Industries with more silicon ingot OEM deals underway, according to sources cited by a Chinese-language Commercial Times report.

      Since Mosel performs silicon ingot slicing for Japan-based Ishii Hyoki and Ishii Hyoki has landed silicon ingot slicing orders from Motech, Motech is now validating with Mosel in order to feed its corresponding expansion demand. Given that the lead time for silicon ingot slicing equipment is as long as 12-18 months, Mosel has attracted the orders due to its available capacity, the paper explained.
      Avatar
      schrieb am 02.10.07 08:35:03
      Beitrag Nr. 43 ()
      Motech Industries posts record-high sales of solar cells
      By Jessie Ho
      STAFF REPORTER
      Tuesday, Oct 02, 2007, Page 12

      Motech Industries Inc (茂迪), the nation's biggest manufacturer of solar cells, posted record sales for last month and is expecting growth momentum to continue based on a stable supply of raw materials.

      Sales for last month rose to NT$1.41 billion (US$43.1 million), an increase of 98.97 percent compared with the same month last year and 1.77 percent higher than in August, the company said in a filing to the Taiwan Stock Exchange yesterday.

      For the first nine months of the year, sales jumped by 121.39 percent from the same period a year ago to NT$11.12 billion, the company said.

      "The uptrend will continue through the end of this year," Motech said in the filing.

      Motech said last Wednesday that it had signed a 10-year supply contract for polycrystalline silicon with Wacker Chemie AG at NT$1.84 billion.

      The German silicon manufacturer will start supplying the raw material for solar cells from 2009, Motech said.

      Solar cell manufacturers have been scrambling to secure polycrystalline silicon supplies amid a shortage in the industry.

      Motech also announced last Wednesday that it would invest NT$300 million in establishing an automatic logistics center and a research center in Tainan Science Park (台南科學園區) to enhance production efficiency.

      It said that it would build a facility in the US state of Colorado to develop mass production technology of second-generation amorphous silicon solar cells that could yield higher conversion efficiency, Motech said.
      Avatar
      schrieb am 16.10.07 14:40:41
      Beitrag Nr. 44 ()
      Gut erholt ! :cool:
      Avatar
      schrieb am 16.10.07 18:00:22
      Beitrag Nr. 45 ()
      Antwort auf Beitrag Nr.: 32.023.738 von unawatuna am 16.10.07 14:40:41auf die Preise und Umsätze in D gebe ich wenig....

      zu sprunghaft.
      Avatar
      schrieb am 17.10.07 10:41:58
      Beitrag Nr. 46 ()
      Antwort auf Beitrag Nr.: 32.028.388 von meinolf67 am 16.10.07 18:00:22jetzt wieder 6,90....

      Sieht man, was ich meinte?
      Avatar
      schrieb am 17.10.07 12:26:58
      Beitrag Nr. 47 ()
      es ist ganz offensichtlich.......
      Avatar
      schrieb am 22.10.07 14:06:11
      Beitrag Nr. 48 ()
      Geldkurs in Frankfurt aktuell 8,30.

      Q3-Zahlen kommen am Freitag 26.10.

      Die Webseite sieht inzwischen recht ordentlich aus.

      Alle Filings, eine Präsentation,...
      Avatar
      schrieb am 26.10.07 15:43:53
      Beitrag Nr. 49 ()
      Motech-Zahlen kamen heute.

      SEHR informative Präsentation auf der Webseite!

      http://www.corpasia.net/taiwan/6244/irwebsite/index.php?mod=…


      Erst runterladen, dann .php in .pdf umbenennen, dann lesen....
      Avatar
      schrieb am 26.10.07 15:50:05
      Beitrag Nr. 50 ()
      Kurs aktuell in F: 8,60-8,95

      in Taiwan: 366 TWD / 46,81 = 8,14

      Perfekte Märkte sehen anders aus....
      Avatar
      schrieb am 27.10.07 14:31:56
      Beitrag Nr. 51 ()
      Avatar
      schrieb am 14.11.07 13:15:08
      Beitrag Nr. 52 ()
      Latest news
      MOPS, November 14; Esther Lam, DIGITIMES [Wednesday 14 November 2007]

      Motech Industries has posted a filing with the Taiwan Stock Exchange (TSE) announcing that it has landed new solar cell orders from Solar Power Industries (SPI).

      Motech said the contract will be effective from January 1, 2008 to December 31, 2008. Under the deal, it will supply a 11 peak megawatt (MWp)-equivalent of 6-inch specification solar cells to SPI.
      Avatar
      schrieb am 15.11.07 12:38:48
      Beitrag Nr. 53 ()
      Motech further extends presence in US solar cell market



      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Thursday 15 November 2007]

      By securing new solar cell orders from Solar Power Incorporated (SPI), Motech Industries further extends its presence in the US photovolatic (PV) market in which it has secured orders with several leading PV industry players, among which reportedly includes GE Energy.

      Under the one-year contract with SPI, Motech will supply a 11 peak megawatt (MWp)-equivalent of solar cells to the company in 2008. The solar cells sold to SPI will be used in SPI's solar module production in Shenzhen, China. SPI plans for a solar module capacity of 200MWp in 2008.

      SPI indicated that the company is aggressively pursuing a long-term relationship with Motech while Motech also indicated that further partnership with SPI is very likely in the future.

      By adding the latest orders from SPI, Motech has secured three customers in the US, with GE Energy said to be the largest in terms of sales, according to industry sources. Industry watchers are positive about the sales contribution from GE to Motech in the future, as GE is one of the leading power producers worldwide and solar energy is believed to be one of the key deployments of GE in the future.

      Responding to the market speculations, Motech admitted to having business ties with GE, but declined to reveal further details about its partnership with the company.
      Avatar
      schrieb am 20.11.07 14:12:20
      Beitrag Nr. 54 ()
      Heute nochmal 99 Stk. nachgekauft, um meine Guckposi auf 200 Stk. zu bringen.

      Erwarte ein 2007 KGV von ca. 20. Damit wohl der günstigste Zellhersteller. Und derzeit Nr. 6 des Marktes.
      Avatar
      schrieb am 26.11.07 19:09:54
      Beitrag Nr. 55 ()
      Motech announces solar cell investment in China

      Nov 26, 2007

      Motech Industries posted a filing with the Taiwan Stock Exchange (TSE) announcing its investment in solar cell production in China.

      In the November 23 filing, Motech announced an investment of US$3.7 million for solar cell production in Suzhou, China. Company spokesperson Chia-chi Chen was cited by a Chinese-language Commercial Times report as saying that
      China-made solar cells are not necessarily just targeting the domestic market and the company will maintain its focus in Europe and the US.
      Avatar
      schrieb am 26.11.07 19:12:36
      Beitrag Nr. 56 ()
      Nov 26, 2007 (NORDIC BUSINESS REPORT via COMTEX) -- SOPW | charts | news | PowerRating -- Solar Power, Inc. (SPI) has made arrangements with Motech, one of the world's top 10 producers of solar cells, for Motech to reserve 11 megawatts of 6" multi-crystalline photovoltaic (PV) cells.

      The cells will be used for the production of SPI's solar modules at the company's factory in Shenzhen, China. In addition to the 11 megawatts for 2008, SPI and Motech are in discussions to develop a long-term cell supply agreement to meet the growing demand for SPI's PV modules.

      "Our arrangement with Motech is significant, as they are the recognized world leader in the production of the highest quality mono and multi-crystalline PV cells," said Steve Kircher, CEO Solar Power, Inc. "Our companies share a common philosophy with respect to our mutual commitment to high-quality and product innovation. For these reasons we are also pursuing a long-term supply agreement."

      To date, Motech has been a primary supplier of cells for SPI. The new arrangement provides SPI with an additional supply of high-quality cells to meet anticipated production requirements of the company's 200 watt panels during 2008. "We are happy to be providing Solar Power, Inc. with cells for their high-quality PV modules," said Dr. Simon Tsuo, CEO of Motech Solar. "For us this is further indication of the growing US market and demand for photovoltaic products as the adoption of solar energy in all market segments gains momentum across the United States."
      Avatar
      schrieb am 27.11.07 08:52:49
      Beitrag Nr. 57 ()
      Könnte den Bautz gestern erklären:

      Silicon Setback
      AE Polysilicon's plant -- expected to be the largest in the world -- appears to be delayed, analysts say, making it unlikely the company will deliver silicon to Motech next year as planned.
      by: Jennifer Kho
      Bullet Arrow November 27, 2007

      When AE Polysilicon came out of stealth mode last year with a contract to supply up to 2,400 tons of silicon to Motech Industries, it quickly became an industry darling.
      Advertisement

      The company's plan to build the world's largest silicon plant at the Keystone Industrial Port Complex, the former site of the United States Steel Corp., has been touted as a sign of an economic turnaround for the region. AE Polysilicon received plugs from Gov. Edward Rendell, Rep. Patrick Murphy, D-Penn., and Rep. Nancy Pelosi, D-Calif., as well as $2.92 million in financial support from Pennsylvania agencies (see press releases in April and in October).

      But possible construction delays are threatening to undermine some of the excitement.

      The Falls Township Board of Supervisors has yet to give final land-development plan approval for the project, although it did give a preliminary endorsement at its Oct. 16 meeting (see a video of the discussion by clicking on the date and viewing "Part 2 of 5"), and is not scheduled to discuss the final plan at its next meeting Nov. 27.

      And while a press release from the office of Rep. Patrick Murphy, D-Penn., in October said the company -- along with Spanish wind turbine manufacturer Gamesa -- already had moved into the Keystone Industrial Port Complex and created hundreds of jobs, construction apparently has not yet begun.

      Edgar Gunther, who writes the Gunther Portfolio blog, said he visited the site last month and saw no sign of AE Polysilicon -- literally no sign with the company's name and no visible construction (see his post, In Search of AE Polysilicon).

      At the Oct. 16 Falls Township meeting, an AE Polysilicon representative said the company plans to start production in August of 2008.

      Even if the company breaks ground in February, analysts say it takes more than six months to build a plant.

      "I would say that's highly unlikely," said Paula Mints, a solar-power analyst with Navigant Consulting. "There are bottlenecks in the people who know how to build plants, materials, construction. It takes a really long time to build anything and it's unrealistic to announce rapid deployment. I mean, come on."

      Mints said it takes between 18 and 24 months to build a polysilicon plant, from start to finish including getting permits. At Greentech Media's Solar Market Outlook earlier this month, Prometheus Institute President Travis Bradford said it takes about three years to build polysilicon plants.

      If the plant is completed in August as planned, it will have taken AE Polysilicon about 15 months from the time the plans were first announced in April. If the company began three months before the announcement, that would put the timeline at exactly 18 months, the earliest limit Mints gave.

      But most construction projects have delays, Mints said. "You're not just going to break ground and, six months later, have something coming out with silicon," she said.

      In a worldwide shortage of silicon, a delay could keep solar manufacturers from meeting the demand for solar-power equipment.

      Motech did not return e-mail and phone messages asking whether it would be affected by a delay, but in December hedged the announcement of its deal with AE Polysilicon, saying that while it believes AE's technology will prove highly effective, the technology "has not yet been proven, so there are significant technology and implementation risks."

      "Because AE is a development-stage company implementing new technology, there can be no assurance that AE will be able to fulfill its polysilicon delivery commitments, and, as with any new technology, unforeseen issues may arise," the press release said.

      The contract calls for AE Polysilicon to provide Motech Industries with up to 2,400 tons of silicon annually from 2008 to 2013. The startup also received an undisclosed amount of equity investment from the No. 5 solar-cell manufacturer, according to the announcement.

      While more silicon is expected to become available next year, new entrants are having trouble getting enough of it (see Could China Steal the Solar Throne?).

      Companies such as Trina Solar and China Sunergy have suffered from lower margins -- and in Sunergy's case, a shareholder lawsuit -- as silicon prices have gone up. LDK Solar also has faced allegations of discrepancies in its silicon inventory (see Trina Solar Shares Fall 20% on 3Q, China Sunergy Troubles Continue, China Sunergy Snags Silicon, New Details Surface as LDK's Stock Continues to Plunge).

      AE Polysilicon's plans are seen as potential relief. According to the company representative at the Falls Township meeting, AE Polysilicon plans to produce 1,500 metric tons of silicon in its first phase next year, then ramp up to 12,000 tons annually -- making it the largest silicon plant in the world -- by 2010.

      The reason for the apparent delay is a mystery for now. The company didn't respond to multiple calls and e-mails after more than a week. Spokespeople for Rendell and Murphy also failed to return calls requesting comment.
      Avatar
      schrieb am 03.12.07 18:14:46
      Beitrag Nr. 58 ()
      Solar cell maker Motech November sales hit record

      Latest news
      Rodney Chan, DIGITIMES, Taipei [Monday 3 December 2007]

      Taiwan-based solar cell maker Motech Industries has reported that its sales for November hit a record at NT$1.48 billion (US$45.85 million) on steady business growth.

      In its latest filing with the Taiwan Stock Exchange (TSE), Motech said its November sales represented 48.55% on-year growth and a 3.06% sequential growth. Accumulated sales from January to November this year total NT$14.03 billion, up 102.17% from the same period in 2006.

      While sales have been growing, Motech saw its gross margin decline to a record low of 17.5% in the third quarter of this year due to high raw material costs, according to company president Simon Tsuo. The company's gross margin stood at 18.5% in the second quarter.

      Motech, the largest solar cell maker in Taiwan, recently secured new solar cell orders from Solar Power Incorporated (SPI), extending its presence in the US photovoltaic (PV) industry.
      Avatar
      schrieb am 07.12.07 11:38:55
      Beitrag Nr. 59 ()
      Motech reportedly receives PV system orders from Gambia

      Commercial Times, December 7; Rodney Chan, DIGITIMES [Friday 7 December 2007]

      Motech Industries, Taiwan's biggest solar cell maker, reportedly has received major orders for photovoltaic (PV) systems from Gambia following a visit by the West African country's president Yahya Jammeh to the company on December 6, according to the Chinese-language Commercial Times.

      Jammeh was in Taiwan for an official visit. The paper did not give details concerning the reported orders.
      Avatar
      schrieb am 17.12.07 13:33:32
      Beitrag Nr. 60 ()
      [15.11.2007




      Gesucht waren auch die Anteilscheine des führenden Solarzellenhersteller des Landes Motech Industries mit einem Kurszuwachs von 2,87 %. Hier zeigten sich die Investoren über die Nachricht, dass das Unternehmen eine 11 Megawatt starke Solaranlage in Kaliformien ausstatten, begeistert.
      Avatar
      schrieb am 19.12.07 13:07:07
      Beitrag Nr. 61 ()
      aktueller Spread in Ffm: 4,50 zu 6,30

      das nenn ich mal einen effizienten Markt :laugh::laugh::laugh:
      Avatar
      schrieb am 19.12.07 15:05:48
      Beitrag Nr. 62 ()
      Antwort auf Beitrag Nr.: 32.813.813 von meinolf67 am 19.12.07 13:07:07Naja, es gibt ja kaum Handel.
      Und wenn dann einer versucht, welche zu 4,50 abzustauben... das Auf und Ab zwischen ca. 6 und ca. 8 Euro die letzten Tage war ja nicht weniger merkwürdig.

      Aber vielleicht nimmt langsam und Stück für Stück das Interesse an der Firma zu.
      Avatar
      schrieb am 02.01.08 11:35:35
      Beitrag Nr. 63 ()
      Und heute zum ersten Mal ein Handelsvolumen jenseits von 1.000 Stück in Frankfurt.
      Avatar
      schrieb am 04.01.08 05:45:55
      Beitrag Nr. 64 ()
      Solar cell ASP to see single-digit rise in 1Q08


      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Thursday 3 January 2008]

      The average selling price (ASP) of solar cells are expected rise by a single-digit in the first quarter of 2008 due to a persistent shortage of polysilicon.

      High material costs from a shortage of polysilicon is the primary reason for the increase. Industry players hinted at a possible price adjustment in the fourth quarter of 2007. In light of the high material costs and the persistent demand growth from solar system makers, they added that solar module houses should generally accept the price adjustment.

      Currently the per watt ASP of solar cells is US$3, but solar cells priced in this range have to deliver a certain power conversion efficiency, the industry players noted. Multi-crystalline and mono-crystalline solar cells have to deliver a power conversion efficiency of over 15% and 15.75%, respectively, to price over US$3 per watt, they added.

      Gintech Energy said the per watt solar cell ASP trend is stronger than expected. The company originally expected a per watt ASP to be US$2.87 in early 2008 but saw the price hit the US$3 range currently. It added in saying that customers who have long-term contracts with the company, generally accept the adjusted price.

      Given that E-Ton Solar Tech has its solar cell ASPs above the industry average, the company is said to only adjust its ASP for select customers, which include some who have long-term contracts with the the company.

      Neo Solar Power said it would rather extend the duration of contracts with customers instead of adjusting ASPs. Therefore, the company will only have a mild ASP adjustment in the quarter.

      Leading solar cell maker Motech Industries admitted seeing rising material costs, but noted that cell ASP adjustment is still subject to further consideration. The company will adjust price in accordance with the nature of the business of its customers.

      For solar cells that do not meet expected power conversion standards, makers are selling them at a 20% discount, the industry players remarked. Some that only deliver a power conversion rate of 14% are selling at a per watt price of around US$2.50 and those delivering a conversion rate under 12% are selling at US$2 per watt.
      Avatar
      schrieb am 04.01.08 08:20:50
      Beitrag Nr. 65 ()
      Glänzendes Börsenjahr 2007 für nachhaltige Investments und Solar-Aktien: RENIXX World steigt um 107,3 Prozent



      Das Jahr 2007 hat Anlegern, die auf nachhaltige Unternehmen setzen, hohe Kursgewinne beschert, berichtet das Internationale Wirtschaftsforum Regenerative Energien (IWR, Münster) in einer Pressemitteilung. Das weltweite Börsenbarometer für erneuerbare Energien, der RENIXX World, stieg im abgelaufenen Jahr um 107,3 Prozent (2006: + 42,2 Prozent) auf den Schlussstand von 1918,71 Punkten. "Die Öl- und Gaspreise sowie die Sorge um das Weltklima dürften auch 2008 der entscheidende Treibsatz für die Kursentwicklung sein", kommentiert IWR-Direktor Dr. Norbert Allnoch. Die 30 internationalen Unternehmen im RENIXX würden nach der turnusmäßigen Neugewichtung des Indizes aktuell mit 135 Milliarden Euro an der Börse bewertet, vor einem halben Jahr seien es erst 74 Milliarden Euro gewesen.



      Branchen-Primus First Solar legt um mehr als 700 Prozent zu

      Mit zehn der insgesamt 30 internationalen RENIXX-Aktien konnten Anleger laut IWR im Jahr 2007 Kursgewinne von mehr als 100 Prozent erzielen, vor allem mit Titeln aus der internationalen Solar-Branche. Den höchsten Kursgewinn erzielte das amerikanische Photovoltaik-Unternehmen First Solar (+ 714,1 %), vor der chinesischen JA Solar (+273,8 %), Sunpower (250,8 %), Yingli (235 %), Solon (+204,4 %) und Q-Cells (+186,5 %). Von den Windaktien erreichte Nordex ein Kursplus von 129,5 %, vor dem dänischen Hersteller Vestas (123,8 %).

      Die schwächste Performance im RENIXX verzeichnete 2007 die EnviTec Aktie mit einem Kursverlust von 52,3 %, vor den Aktien der amerikanischen Bioethanol-Anbieter Aventine (-51,6 %) und Pacific Ethanol (-51,5 %) sowie der Conergy Aktie (-48,1 %).


      Chinesischer Photovoltaik-Produzent Solarfun und Solar-Equipment-Hersteller Meyer Burger neu im RENIXX World

      Zum Jahreswechsel 2007/2008 wurden im Rahmen der turnusmäßigen Überprüfung auf der Basis der Börsenkapitalisierung Änderungen in der RENIXX-Zusammensetzung vorgenommen. Neu in den RENIXX World aufgestiegen sind der spanische Windprojektierer Iberdrola Renovables, der britisch-amerikanische Windkraftanlagenhersteller Clipper, der taiwanesische Solarzellen-Hersteller Motech, das chinesische Solarunternehmen Solarfun Power, der Solar-Equipment-Hersteller Meyer Burger aus der Schweiz und der deutsche Biogasanlagen-Hersteller Schmack Biogas. Aus dem RENIXX abgestiegen sind die Solaranbieter Conergy, Ersol und Renesola, der Bioethanol-Produzent Aventine, der Biogasanlagen-Hersteller EnviTec Biogas sowie der Brennstoffzellen-Anbieter Plug Power.

      Der RENIXX® (Renwable Energy Industrial Index) World wurde vom Internationalen Wirtschaftsforum Regenerative Energien (IWR) im Jahr 2005/2006 konzipiert und ist der erste weltweite Branchen-Aktienindex für erneuerbare Energien, der die Performance von Unternehmen der globalen Regenerativen Energiewirtschaft abbildet. Der RENIXX World-Aktienindex live im Internet und 5-Jahreschart unter http://www.iwr.de/erneuerbare-energien/aktien.html

      03.01.2008 Quelle: IWR
      Avatar
      schrieb am 04.01.08 20:07:54
      Beitrag Nr. 66 ()
      AE Polysilicon to Start Construction
      Startup plans to break ground on the world's largest solar-grade silicon plant this month after getting key government approval. But some analysts question whether further delays are on the way.
      by: Jennifer Kho
      Bullet Arrow January 04, 2008
      Greentech Media Graphic
      AE Polysilicon plans to produce solar-grade silicon pellets.
      Advertisement

      AE Polysilicon plans to start construction of its Pennsylvania silicon plant this month after the Falls Township Board of Supervisors approved the project at its December meeting.

      According to a video of the Dec. 16 meeting, which appeared on the Falls Township Web site this week, the board approved AE Polysilicon's plans in a 4-0 vote, with one board member abstaining.

      Ed Murphy, a lawyer representing the AE Polysilicon project at the meeting, said the company hoped to break ground "in the next 30 days or so" -- putting the start date around Jan. 15 -- once it receives an air permit from the state Department of Environmental Protection and any other local permits it needs.

      "We'd like to start earth-moving activities as quickly as possible," he said, "because the business plan anticipates an eight- to nine-month construction cycle and they'd like to have the facility up and operating, making product, before the end of 2008."

      At a meeting in October, a different company representative said that AE Polysilicon planned to begin production in August (see Silicon Setback and Gunther Portfolio post, AE Polysilicon: Preliminary Plan Approved).

      AE Polysilicon, based in Chatham, N.J., came out of stealth mode last year with a contract to supply Taiwanese solar-cell manufacturer Motech Industries with up to 2,400 tons of silicon from 2008 to 2013.

      The company said it plans to convert metallurgical-grade silicon into solar-grade silicon pellets in its facility at the Keystone Industrial Port Complex, the former site of the United States Steel Corp., at the October meeting.

      Edgar Gunther, author of the Gunther Portfolio blog, wrote that the plans also call for AE Polysilicon to produce trichlorosilane on the site (see post here). The industry has a shortage of trichlorosilane, which is a silicon, hydrogen and chlorine compound from which high-grade silicon is often made.

      AE Polysilicon plans to have the capacity to produce 1,500 metric tons of silicon per year in its first phase this year, then by 2010 ramp up to 12,000 tons annually. Today, that would make it the world's largest silicon plant.

      At last month's meeting, a staff engineer at AE Polysilicon said the company expects that approximately 50 percent of its initial production will go to "one of the largest solar manufacturers in Taiwan," while the other 50 percent will be available to other solar manufacturers.

      But some analysts have questioned whether AE Polysilicon will really have polysilicon to sell this year, considering that most projects have taken longer to build (see Silicon Setback).

      If the company does break ground on time and complete the project in eight to nine months, that would put the completion date in September or October, giving the company only two months to produce silicon for the first year of its contract with Motech.

      For more information, please also see Gunther Portfolio post AE Polysilicon: Final Plan Approved.
      Avatar
      schrieb am 07.01.08 14:17:15
      Beitrag Nr. 67 ()
      Taiwan's solar cell makers report robust sales for Dec. 2007

      Jan 07, 2008

      The Taiwan-based Motech Industries Inc., Gintech Energy Corp. and E-ton Solar Tech Co., all posted robust sales performance for December 2007, according to company sources.

      With ample sources of raw materials, E-ton and Gintech recorded a growth of up to 30% and 20%, respectively, in their December revenues, compared with one month earlier. They
      are expected to see their gross profit rates keep trending upward in the fourth quarter of 2007.

      E-ton scored sales revenue of NT$870 million for December 2007, up 30% from a month earlier and doubling from a year earlier. The company noted that its whopping revenue growth in December was attributable to its reinvested affiliate, the U.S.-based silicon wafer supplier Adema, which has started delivery of silicon in 2007 and raked in annual sales revenue of NT$5.973 billion for the year.

      E-ton has enjoyed an influx of orders, and worked closely with Adema and Japan's M.Setek, supplier of polysilicon, to secure ample sources of raw materials. E-ton projects its annual capacity to shoot up to about 320 megawatts by the end of 2008 from 2007's 200 megawatts, infusing momentum into its business operations.

      As a newcomer in the sector, Gintech, sourcing raw materials from MEME Electronics Inc., saw its sales revenue break the NT$1 billion mark to reach NT$1.012 billion for December, up 23% from a month earlier and rising by 5.3 folds from a year earlier. Gintech reported annual sales revenue of NT$6.829 billion for 2007, sharply increasing by 11 folds from 2006.

      With ample supply of raw materials, Gintech expects its annual revenues for 2008 to shoot up 350% from 2007. The company plans to boost annual capacity to 560 megawatts in 2008 from 210 megawatts in 2007.

      On the other hand, Motech garnered sales revenue of NT$1.544 billion in December, hitting a historical high and up 4.3% from a month earlier. In 2007, the company netted annual revenue of NT$15.578 billion, increasing 92.3% from a year earlier and leading the sector in Taiwan. Motech said that it is to expand its annual capacity to 400 megawatts in 2008 from 240 megawatts in 2007, and aims for a real output of 280 megawatts for the year, up from between 175 megawatts and 180 megawatts in 2007.

      Operations of Motech, Gintech and E-ton in 2007

      Motech Industries Inc. expect sales to grow from NT$1.544 B. to NT$15.578 B. and plan to increase capacity to 400 megawatts from 240 megawatts

      Gintech Energy Corp. expect sales to grow from NT$1.012 B. to NT$6.829 B. and plans to increase capacity to 560 megawatts from 210 megawatts

      E-ton Solar Tech Co. expect sales to grow from NT$0.87 B. to NT$5.973 B. and plans to increase capacity to 320 megawatts from 210 megawatts

      Source: Companies
      Avatar
      schrieb am 07.01.08 14:22:56
      Beitrag Nr. 68 ()
      Pop goes the solar bubble?

      Moore's law giveth, and Moore's law taketh away.

      A little more than a year ago, in a post reviewing Taiwan's charge into solar power, I wrote the following sentence:

      Few things are certain in this world, but if Taiwanese high-technology companies are betting on the future of solar power, then consumers can expect that prices will drop, fast. If ever there was a country whose citizens operated as if disobeying Moore's Law was punishable by death, it would be Taiwan.

      Judging by the current stock prices of publicly traded solar power companies, investors agree that the prospects for solar power are, well, sunny. The bloom may be off the ethanol rose, but in 2008 solar power is everyone's renewable energy darling. Fueling all the giddy dreams is the hope that the same relentless process of manufacturing innovation that continually drives down the price of computer hardware components will work its magic on a smorgasbord of solar power technologies. And then some day not too far from now, we'll hit that fabled land of "grid parity" -- that point when the cost of solar power-generated electricity is competitive with coal or natural gas.

      But before we get there, a little snag lies in wait for the bubblelicious investors swooning over every solar IPO. Too much solar power-generating capacity, too quickly, could be a drag. At least that's the argument made by Jerome Ball, a former telecom industry product manager who has been paying close attention to solar power stocks.

      By Ball's calculations, the generating capacity about to be dumped on the market by solar power firms will far outstrip demand over the next couple of years. Global demand, he argues, is primarily driven by government subsidies and incentives, and Ball believes that such subsidies will be flat or even decline in 2008 and 2009. Meanwhile, capital is pouring into the solar power industry and everyone from Spain to Shanghai is ramping up production. Ball even has a shout-out for Taiwan.

      While manufacturers have been aggressively ramping for the last 18 months, since October 2007, the rate of capacity increase announcements has recently accelerated to new highs. Not only does everyone want in to PV [photovoltaics], but they all know they need to scale up to top-10 status in order to stay viable. In addition, PV has relatively low barriers to entry. Taiwan manufacturers, for example, see PV as a new opportunity requiring less investment and less risk than offered by the chip/components businesses and are now moving in. They will not abandon a fast-growing market to the mainland.

      Some of us are heartened by a boom in generating capacity. But if your goal is to make a killing in the stock market, oversupply is the last thing you want. Too much supply will inevitably hammer profit margins. Pop goes the solar bubble! Time to sell short!

      I have no idea whether Ball's predictions about global demand are on the money. There are too many wild cards in the mix. Democratic control of the White House along with Congress in 2009 could lead to a substantial push for more solar power. New "thin film" solar power technologies, such as that pioneered by California's Nanosolar and currently rolling off the production lines, could drastically change the cost-benefit analyses, and bring us one step closer to grid parity. As Ball concedes, as soon as we hit grid parity the global demand for solar power-generating capacity will be effectively infinite, and no one will worry about oversupply for a long, long time to come. Furthermore, China alone is so hungry for power that one has to imagine that any glut in solar power-generating capacity will disappear into its maw in short order.

      Putting the concerns of speculators aside, the main worry, from a consumer's point of view, is that a glut of supply doesn't incite a crash so huge that the industry is crippled for years to come. And that just seems unlikely. A far more probable scenario is that the weak, inefficient players get weeded out. It isn't easy making money in the semiconductor or computer hardware business -- just ask Dell. As consumers we should hope that the same holds true for solar power. Vicious, nasty, brutish, only-the-strong-survive competition based on relentless cost-cutting is exactly what the doctor ordered.
      Avatar
      schrieb am 07.01.08 18:24:40
      Beitrag Nr. 69 ()
      Price of scrap wafer closes to polysilicon at bidding market


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Monday 26 November 2007]

      Severe competition for high-purity scrap wafers at the bidding market has spurred prices similar to those for polysilicon at the spot market. Winning bidders may see their gross margin reduced to below 5%, according to sources at Taiwan solar wafer makers.

      The prices settled for batches of scrap wafers have reached US$300 per kilogram, similar to the price range of US$300-330 per kilogram for polysilicon at the spot market, said sources who participated in a recent round of bidding. Scrap prices were about US$240-250 three to four months ago which was already considered, the sources commented.

      Most of these high-purity scrap wafers are usually byproducts of silicon wafer ingot production and can be mixed with relatively low purity materials in order to produce fresh solar wafers, the sources said. However, as the purity of these wafers is still lower than solar-grade polysilicon, solar cell makers who utilize these scrap wafers for solar cell production incur additional costs in reprocessing which could drive gross margins below 5%, they added.

      Price trend of solar materials, 2007 (US$/kg)

      Item


      Spot market


      Contract market

      Pure polysilicon


      $300-330


      $80-200 and over

      Semi-grade scrap wafer


      $200-300


      Most released to bidding market

      Silicon wafer


      $8.70-9.0 for each piece of 6-inch multi-crystalline


      NA

      Source: Industry sources; compiled by Digitimes, November 2007
      Avatar
      schrieb am 12.01.08 08:24:42
      Beitrag Nr. 70 ()
      Solar cell supplier Motech replaces ailing chairman
      By Lisa Wang
      STAFF REPORTER
      Saturday, Jan 12, 2008, Page 12

      Motech Industries Inc (茂迪), the nation's top solar cell supplier, yesterday said the board had tapped company president Simon Tsuo (左元淮) to succeed Cheng Fu-tien (鄭福田) as its new chairman after Cheng resigned owing to health problems.

      The company "believes Tsuo will steer Motech to a bright future in light of his brilliant performance over the past years," the company said in a filing to the Taiwan Stock Exchange.

      Motech did not reveal details of Cheng's health condition.

      Tsuo, who joined Motech in the summer of 1999, will double as company president.

      The change is not expected to have any impact on the solar cell manufacturer's expansion plans for this year.

      Motech shares advanced 0.19 percent to NT$270.5 yesterday, while smaller rival E-Tone Solar Tech Co (益通光能) fell 0.17 percent to NT$298.5 on the GRETAI Securities Market (櫃台買賣中心).

      Motech yesterday reaffirmed its plan to boost annual output by nearly 60 percent to 280 megawatt by the end of this year from last year's 176 megawatt after securing sufficient new supplies of silicon wafers.

      The company also plans to expand its annual capacity to 580 megawatt this year from 240 megawatt last year after adding new equipment to factories in Taiwan and Kunshan, China.

      Motech said revenues climbed 92.34 percent to NT$15.58 billion (US$480 million) this year from last year.

      Separately, silicon wafer supplier Wafer Works Corp (合晶) yesterday said it planned to launch a roadshow in Hong Kong for its affiliate Solargiga Energy Holdings Ltd before its initial public offering next month. Solargiga would be the first solar stock listed on Hong Kong's bourse.

      The stock price of Wafer Works dropped 0.85 percent to NT$174 yesterday.
      Avatar
      schrieb am 01.02.08 11:05:27
      Beitrag Nr. 71 ()
      Taiwan's Motech adds to solar-cell infrastructure


      Jan. 21, 2008 - Taiwan's Motech Industries is buying a factory from state-run saltmaker Taiyen as part of an plan to aggressively increase output capacity, according to the Taiwan Economic News.

      The planned facility in the Southern Taiwan Science Park would have 300MW capacity; a forthcoming similar site in mainland China would add another ~280MW of cells by the end of this year, a 140% increase in capacity from 2007 and moving Motech among the world's top three solar cell makers, the paper notes. Motech saw sales nearly double in 2007 to $486M.

      Taiyen is said to be "eager" to sell the "money-losing" facility, where it spends >$30M to produce organic photo conductor drums, used in laser printers, fax machines, and copiers; making the drums has yielded a $3.1M loss over the past four years, the paper notes.
      Avatar
      schrieb am 01.02.08 11:07:35
      Beitrag Nr. 72 ()
      Motech Board of Directors Resolved to Set Employee Bonus Expensing Ratio to 16% of Earnings

      2008-01-28

      1.Date of occurrence of the event: 2008/01/28

      2.Name of the company: Motech Industries Inc.

      3.Relationahips to the company listed company or affiliated company: Listed Company

      4.The shareholding ratios of mutual holding: N/A

      5.Cause of occurrence:
      The Board of Directors of Motech Industries, Inc. resolved to set the employee bonus expensing ratio to 16% of the Company's earnings since 2008. The proposal will be discussed during this
      year's annual general shareholders' meeting.

      6.Any other matters that need to be specified: None
      Avatar
      schrieb am 01.02.08 11:47:12
      Beitrag Nr. 73 ()
      Antwort auf Beitrag Nr.: 33.236.145 von meinolf67 am 01.02.08 11:07:35also wenn man motech so in relation zu anderen
      mitwettbewerbern sieht, können sich ob der
      kursentwicklung schon die nackenhaare sträuben.
      das geschäft blüht wächst und gedeiht, man schafft
      also richtig werte - und der kurs geht auf
      tauchstation.
      wie soll man das sinnvoll nachvollziehen ?

      elsolivars

      p.s. meinolf, lieben dank für´s aktualisieren !:kiss:
      Avatar
      schrieb am 01.02.08 11:53:17
      Beitrag Nr. 74 ()
      Antwort auf Beitrag Nr.: 33.236.720 von elsolivars am 01.02.08 11:47:12Das hätte ich auch schreiben können ! Riesen Fragezeichen.
      Avatar
      schrieb am 04.02.08 17:54:13
      Beitrag Nr. 75 ()
      Motech and Gintech report record solar cell sales in January


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Rodney Chan, DIGITIMES [Monday 4 February 2008]

      Taiwan-based solar cell makers Motech Industries and Gintech Energy have both reported record revenues for January, with industry observers indicating that the company's strong sales are a positive sign for the outlook of the photovoltaic (PV) market.

      Motech sales for last month totaled NT$1.59 billion (US$49.5 million), up 2.8% on month and 25.8% on year to set a new company record for the eighth consecutive month.

      For the whole of 2007, Motech posted sales of NT$15.58 billion, rising 92.3% compared to 2006. Its output for last year totaled 167MWp on a capacity of 240MWp. Its output goal for 2008 is 280MWp, with capacity rising to 580MWp, according to the company.

      Motech has recently bought a plot of land in southern Taiwan for the construction of a new solar cell plant, according to industry sources.

      Gintech's January sales rose 9.3% on month and 650% on year to NT$1.11 billion, a record for the relative newcomer to the PV industry. Gintech plans to increase its capacity to 560MWp in 2008 from 210MWp in 2007, with a total output goal of 280MWp for this year.

      Gintech has budgeted NT$10 billion for its 2008 capital expenditure (capex) to expand capacity.

      Industry observers indicated that the outlook for the PV market remains strong as the importance of green energy has been underscored by rising oil prices and environmental concerns.
      Avatar
      schrieb am 05.02.08 17:11:28
      Beitrag Nr. 76 ()
      Photovoltaik-Branche erwartet 2008 Rekordzuwächse

      Internationalisierung und gesicherte Siliziumversorgung beleben Markt

      Taipeh/Erfurcht (pte/05.02.2008/06:00) - Die taiwanesischen Solarmodulhersteller Motech und Gintech blicken zuversichtlich in das neue Geschäftsjahr. So verbuchten beide Unternehmen Rekordabsatzzahlen für Januar, wobei allen voran Motech allein im zurückliegenden Monat einen Verkaufserlös von 1,59 Mrd. Neuen Taiwanesischen Dollar (49,5 Mio. Dollar) erwirtschaftete. Dies entspricht einer 2,8-prozentigen Steigerung gegenüber dem Vormonat und einem Jahresanstieg von 25,8 Prozent. Vor dem Hintergrund des boomenden Exportgeschäfts gehen Marktbeobachter davon aus, dass die Photovoltaik-Industrie auch 2008 die bisherigen Geschäftserfolge übertreffen wird, berichtet das asiatische Branchenportal DigiTimes unter Berufung auf Analystenkreise.

      "Die gegenwärtige Wirtschaftslage ist für die globale Photovoltaik-Industrie sehr positiv, da viele Unternehmen sukzessive neue Märkte wie die USA, Südeuropa oder Asien erschließen. Zudem entspannt sich die Ausgangsstoff-Versorgungslage mit Silizium zusehends - und das, obwohl nach wie vor mit einer relativen Silizium-Knappheit bis 2012 zu rechnen ist", sagt Sonja Teurezbacher, Sprecherin des deutschen Photovoltaik-Spezialisten ersol Solar Energy http://www.ersol.de, im Gespräch mit pressetext. So hätten führende Silizium-Hersteller wie Hemlock Semiconductor Corporation http://www.hscpoly.com ihre Produktionskapazitäten aufgrund der hohen Nachfrage massiv ausgeweitet und weitere Unsicherheiten abgemildert.

      Obwohl die Qualität der global vertriebenen Photovoltaik-Produkte chinesischer und/oder taiwanesischer Hersteller laut Teurezbacher "längst nicht an die Module ,Made in Germany' herankommt", seien die Erfolge fernöstlicher Konkurrenten bemerkenswert. Für die Betrachtung des Gesamtjahres 2007 weist Motech einen Absatzbetrag von 15,58 Mrd. Neuen Taiwanesischen Dollar aus - verglichen zu 2006 entspricht dieser Betrag einem Anstieg um 92,3 Prozent. So steigerte der Photovoltaik-Gigant seinen Output um 167 Megawattpeak (MWp) für 2006 auf insgesamt 240 MWp. Für das laufende Geschäftsjahr plant Motech, seine Gesamtkapazität mit einer Jahresleistung von 280 MWp auf insgesamt 580 MWp auszubauen.

      Diese Prognosen werden auch von Analysten als nicht unrealistisch eingeschätzt, da Motech erst kürzlich bekannt gab, weitreichende Neuinvestitionen in Südtaiwan zu tätigen. Aber auch Branchenkonkurrent Gintech offeriert mit 9,3 Prozent Monatswachstum und einem 650-prozentigen Jahresanstieg auf 1,11 Mrd. Neuen Taiwanesischen Dollar eine optimistische Perspektive. Trotz seiner Newcomer-Stellung beabsichtigt Gintech, die Produktionskapazität von 210 MWp in 2007 auf 560 MWp in 2008 zu erhöhen. Brancheninsider führen den Boom in der Photovoltaik-Industrie auch darauf zurück, dass immer mehr Unternehmen den Trend zur nachhaltigen Energieversorgung erkannt haben und diesen vor dem Hintergrund steigender Kosten für fossile Rohstoffe aktiv forcieren. (Ende)
      Avatar
      schrieb am 08.02.08 07:34:58
      Beitrag Nr. 77 ()
      Green InvestmentGREEN INVESTMENT






      Die Photovoltaik-Branche hat fernöstliche Konkurrenz erhalten.



      Allein Motech erwirtschaftete im zurückliegenden Monat einen Verkaufserlös von 1,59 Mrd. Neuen Taiwanesischen Dollar (49,5 Mio. Dollar). Dies entspricht einer 2,8-prozentigen Steigerung gegenüber dem Vormonat und einem Jahresanstieg von 25,8 Prozent. Vor dem Hintergrund des boomenden Exportgeschäfts gehen Marktbeobachter davon aus, dass die Photovoltaik-Industrie auch 2008 die bisherigen Geschäftserfolge übertreffen wird, berichtet das asiatische Branchenportal DigiTimes unter Berufung auf Analystenkreise.

      «Die gegenwärtige Wirtschaftslage ist für die globale Photovoltaik-Industrie sehr positiv, da viele Unternehmen sukzessive neue Märkte wie die USA, Südeuropa oder Asien erschliessen. Zudem entspannt sich die Ausgangsstoff-Versorgungslage mit Silizium zusehends - und das, obwohl nach wie vor mit einer relativen Silizium-Knappheit bis 2012 zu rechnen ist», sagt Sonja Teurezbacher, Sprecherin des deutschen Photovoltaik-Spezialisten ersol Solar Energy. So hätten führende Silizium-Hersteller wie Hemlock Semiconductor Corporation ihre Produktionskapazitäten aufgrund der hohen Nachfrage massiv ausgeweitet und weitere Unsicherheiten abgemildert.

      Motech mit Umsatzsprung von 92 Prozent

      Obwohl die Qualität der global vertriebenen Photovoltaik-Produkte chinesischer und/oder taiwanesischer Hersteller laut Teurezbacher «längst nicht an die Module ,Made in Germany' herankommt», seien die Erfolge fernöstlicher Konkurrenten bemerkenswert.

      Für die Betrachtung des Gesamtjahres 2007 weist Motech einen Absatzbetrag von 15,58 Mrd. Neuen Taiwanesischen Dollar aus - verglichen zu 2006 entspricht dieser Betrag einem Anstieg um 92,3 Prozent. So steigerte der Photovoltaik-Gigant seinen Output um 167 Megawattpeak (MWp) für 2006 auf insgesamt 240 MWp. Für das laufende Geschäftsjahr plant Motech, seine Gesamtkapazität mit einer Jahresleistung von 280 MWp auf insgesamt 580 MWp auszubauen.

      Kosten für fossile Rohstoffe

      Diese Prognosen werden auch von Analysten als nicht unrealistisch eingeschätzt, da Motech erst kürzlich bekannt gab, weitreichende Neuinvestitionen in Südtaiwan zu tätigen. Aber auch Branchenkonkurrent Gintech offeriert mit 9,3 Prozent Monatswachstum und einem 650-prozentigen Jahresanstieg auf 1,11 Mrd. Neuen Taiwanesischen Dollar eine optimistische Perspektive.

      Trotz seiner Newcomer-Stellung beabsichtigt Gintech, die Produktionskapazität von 210 MWp in 2007 auf 560 MWp in 2008 zu erhöhen. Brancheninsider führen den Boom in der Photovoltaik-Industrie auch darauf zurück, dass immer mehr Unternehmen den Trend zur nachhaltigen Energieversorgung erkannt haben und diesen vor dem Hintergrund steigender Kosten für fossile Rohstoffe aktiv forcieren.
      Avatar
      schrieb am 13.02.08 10:27:30
      Beitrag Nr. 78 ()
      Schlußkurs Taipeh sind umgerechnet nur noch EUR 3,64; finde keine News....
      Avatar
      schrieb am 13.02.08 12:43:18
      Beitrag Nr. 79 ()
      Finde auch überhaupt nichts.

      Wird doch nicht schon wieder
      der nächste Brand sein. Damals war es
      wenn ich mich recht erinner silan.
      naja, eher unwahrscheinlich.
      Anderer möglicher grund könnte ebenfalls
      eine Verzöerung beim ramp up.
      Da werden demnächst noch öfters meldungen
      diesbezüglich ´reintröpfeln...
      in so ziemlich allen Bereichen der
      Wertschöpfungskette!
      Avatar
      schrieb am 14.02.08 21:16:35
      Beitrag Nr. 80 ()
      DelSolar secures 133 million euro silicon wafer supply


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Thursday 14 February 2008]

      DelSolar has inked a deal for silicon wafer supply worth 133 million euro (US$194 million) from an Europe-based supplier. The agreement will run between 2009 to 2015, according to a company filing with the Taiwan Stock Exchange (TSE).

      The Delta Electronics-subsidiary said the orders will help stabilize the company's materials supply and fuel sales growth. The contract will be effective from January 1, 2009 through December 31, 2015. Although the company did not reveal details of the supplier, industry sources said REC Solar, Wacker and Solarworld are some of the possible suppliers, given that most Taiwan-based solar cell makers land their materials from them.

      DelSolar plans for an annual capacity of 100MWp in 2008. Since the company is relatively cautious over its material supply, its expansion pace lags behind rivals including E-Ton Solar, Motech Industries and Gintech Energy, industry players noted.

      As the solar industry generally expect 2009 and 2010 to mark a new page for material sufficiency as many upstream material suppliers are to have their fresh capacity come onboard during the period, companies making preparations to look for materials beyond 2009, the industry players observed.

      Among the major solar cell makers in Taiwan, Motech has secured a 10-year long, NT$1.84 billion (US$577.2 million) contract with Wacker from 2009. Meanwhile, Green Energy Technology will have a new batch of materials come into availability in 2009.
      Avatar
      schrieb am 20.02.08 20:37:04
      Beitrag Nr. 81 ()
      Unruhige Zeiten für Solarbranche
      von Hubert Beyerle

      Noch treiben Rohstoffknappheit und Politik die Preise nach oben. Doch die Solarbranche bekommt bald globale Konkurrenz. Unruhige Zeit stehen der erfolgsverwöhnten Branche ins Haus. (...)

      (...) Q-Cells war 2007 der größte Solarzellenhersteller der Welt, muss die Staffel aber schon dieses Jahr an den chinesischen Wettbewerber Suntech abgeben. "Noch bestimmen Vorteile der Automatisierung und Präzision den Vorsprung westlicher Hersteller", sagt Wirtz. In der Vergangenheit hätten die Hersteller von recht stabilen Preisen profitiert. Wie sie mit sinkenden Preisen zurechtkommen, müsse sich erst zeigen. "Die Margen werden unter Druck geraten, sollen die hohen Kapazitäten ausgelastet werden."

      Noch ist nicht abzusehen, wie die europäischen Hersteller mit dem Wettbewerb aus Asien umgehen werden - ob mit Kooperationen, Auslagerungen oder neuen Techniken wie der günstigen Dünnschichttechnologie. Gerade hat Q-Cells etwa eine 212 Mio. Euro teure Fabrik in Malaysia angekündigt. "Bislang konnten alle auf der Welle mitschwimmen. In Zukunft muss man sehr selektiv sein. Es wird große Unterschiede zwischen den Firmen geben", sagte Armer. Einige dürften nicht überleben.

      [urlwww.ftd.de]http://www.ftd.de/boersen_maerkte/aktien/: Portfolio%20Unruhige%20Zeiten%20Solarbranche/320054.html[/url]
      Avatar
      schrieb am 29.02.08 16:53:37
      Beitrag Nr. 82 ()
      Börse Taiwan leichter: Ölpreis Rekordniveau beschert Solar - Wert Motech Limit Up - Via Technologies Down
      Marktberichte Asien (Taiwan) [29.02.2008 - 11:32]

      Leichter beendeten die taiwanesischen Aktienwerte auf der Insel an der Aktienbörse in Taipeh die Handelswoche. Der Leitindex TAIEX gab um 0,6 % auf einen Endstand von 8.412,76 Indexpunkte nach und musste damit die Gewinnserie von fünf Handelstagen mit Kursaufschlägen in Folge beenden. Vor allem die negativen US-Vorgaben belasteten die Stimmung unter den Investoren in Taipeh sehr.
      Wenigstens konnte der Benchmarkindex wegen Käufen ausländischer Anleger deutlich oberhalb seines bei nur noch 8.367,45 Zählern markierten Tagestiefstandes schliessen.

      Auf der Sonnenseite der Gewinner konnten sich heute ausgesuchte Chipwerte wegen ihrer inzwischen im Zuge der jüngsten Korrektur wieder attraktiven Bewertung einfinden. Via Technologies avancierte um 3,9 % auf 18,90 und eine Sunplus Technologies gefiel mit einem Plus von 3,3 % auf 34,90 taiwanesische Dollar.

      Einen der grössten Tagesgewinner konnte der Solarzellenproduzent Motech mit dem tageshöchstmöglichen Gewinn von sieben Prozent stellen, nachdem die Anleger hier wegen des neuen Rekordölpreises beherzt zugriffen.
      Avatar
      schrieb am 03.03.08 21:56:28
      Beitrag Nr. 83 ()
      Solar cell makers aggressively expand capacity with growing obstacles in fund raising


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Monday 3 March 2008]

      Despite the consistent shortage of polysilcion, robust demand for solar power has prompted leading solar cell makers in Taiwan to plan for aggressive capacity expansion in 2008. While the solar energy market still seems to be bullish from demand from an end market point of view, industry players observe more obstacles from fund raising as investors are becoming more cautious.

      Motech Industries posted a filing with the Taiwan Stock Exchange (TSE) on February 29, announcing that it plans to invest NT$2.43 billion (NT$78.6 million) to expand in both the solar cell and solar ingot sectors in 2008. Motech will fund part of the capital expenditure (capex) via existing funds with the remainder to be financed through a bank loan.

      Corresponding solar cell capacity at Motech will expand from the present 240 peak megawatt (MWp) to 580MWp. This expansion is primarily motivated by the satisfactory material sufficiency of its subsidiary AE Polysilicon, with most of the expansion to be carried out in the second half of the year. The company plans for a capex of NT$2.43 billion in 2008.

      Gintech Energy announced a capex of NT$10 billion in 2008 with most of the budget to be alloted for expansion, thanks to its solid material supply from MEMC Materials. Amid the expansion, solar cell capacity will be expanded from the present 210MWp to 560MWp and further hit 860MWp in 2009. In order to feed the aggressive expansion plan, the company is preparing to start constructing its third production plant in Hsinchu, Taiwan, in the second half of 2008.

      Other leading solar cell makers, including E-ton Solar Tech and Neo Solar Power, also have plans for rapid capacity growth this year. E-ton Solar is expected to budget a capex of NT$1.5 billion in 2008 to expand capacity from its present 200MWp to 320MWp. Neo Solar Power plans for a capex of NT$3.5-4 billion in 2008, with capacity expected to expand to 210MWp in the third quarter of 2008 and hit 510MWp in 2009.

      While solar cell makers who have a high material sufficiency rate in 2008 are aggressively growing their capacity to meet demand, the industry players remarked in saying that solar cell makers are having growing difficulties in securing funding amid current macroeconomic trends. Among the aforementioned solar cell makers, Neo Solar has suspended its rights issue via private placement. The company originally planned to issue two million shares with a per unit price of NT$150, but market sources indicated that Neo Solar is likely to revise down the price to NT$105.
      Avatar
      schrieb am 04.03.08 10:12:35
      Beitrag Nr. 84 ()
      Motech secures polysilicon from DC Chemical





      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Tuesday 4 March 2008]

      Motech Industries announced that it has signed two contracts with DC Chemical from South Korea for polysilicon supply, according to a company filing with the Taiwan Stock Exchange (TSE).

      Motech said the two new contracts are worth US$186 million and are effective from 2008 to 2015. The secured polysilicon will be utilized in polysilicon and silicon wafer production, the company said.

      DC Chemical announced that its Gunsan, Korea plant is expected to commence full-scale commercial production in the second quarter of 2008. The plant is estimated to house an estimated capacity of 5,000 metric tons per year, the company said. In addition, the company will also invest US$778 million to build a new plant to expand capacity by 10,000 metric tons of polysilicon at its Gunsan site. Commercial production at the new plant is slated for the first half of 2009.

      DC Chemical aims to be one of the top five polysilicon suppliers in 2008 and plans to produce about 3,000 metric tons of polysilicon for the year. Evergreen Solar, Deutsche Solar and Yingli Green Energy Holding have all secured polysilicon contracts with DC Chemical.

      Industry players said DC Chemical has been in touch with many Taiwan-based solar companies for potential contracts, given its geographic advantage over rivals. Motech is believed to be the first company to publicly reveal its contract and other local competitors expected to strengthen ties with DC Chemical in the future, according to industry players.
      Avatar
      schrieb am 06.03.08 18:09:51
      Beitrag Nr. 85 ()
      DelSolar will asiatisches Solar-Schwergewicht werden
      Analyst: Risikomarge bei asiatischen Solarinvestments beachten

      DelSolar will Umsatz bis 2012 auf 1,8 Mrd. Dollar steigern

      Haipeh (pte/06.03.2008/13:53) - Der asiatische Photovoltaik-Markt profitiert derzeit nicht nur von neuen Niederlassungen europäischer Solarkonzerne. Auch ansässige Unternehmen stecken sich ambitionierte Wachstumsziele und treiben das Marktwachstum damit weiter voran. So plant der Solarzellen-Hersteller DelSolar http://www.delsolarpv.com noch in diesem Jahr seinen Börsengang in Taiwan, berichtet DigiTimes. Bis 2012 will das Unternehmen seinen Umsatz von derzeit 126 Mio. auf 1,8 Mrd. Dollar steigern.

      Asiatische Photovoltaikunternehmen konnten in den vergangenen Jahren schnell Weltmarktanteile gewinnen, sagt Matthias Fawer-Wasser, Analyst der Bank Sarasin, gegenüber pressetext. "Vor allem in der Solarzellenproduktion wird China weltweit bald eine wichtige Rolle spielen. Als Absatzmarkt kommt dem Land dagegen kaum Bedeutung zu, über 90 Prozent der Produktion gehen in den Export", so der Analyst. Auch bei europäischen Unternehmen werde sich der Trend, Produktions- und Vertriebsstätten in Asien aufzubauen, fortsetzen.

      DelSolar plant seine Produktionskapazitäten in diesem Jahr auf 120 Megawattpeak (MWp) zu verdoppeln. Bis 2010 soll eine Kapazität von 240 MWp erreicht werden, 2012 will das in Taiwan ansässige Unternehmen schließlich die Marke von 600 MWp erreichen. Derzeit befinde sich DelSolar mit sieben Materiallieferanten in Gesprächen über mögliche Partnerschaften, wird DelSolar-Chef RC Liang von DigiTimes zitiert. Damit deutet Liang zwar auf die potenzielle Versorgung mit dem knappen Rohstoff Solarsilizium hin, gesteht jedoch auch ein, dass die Bruttomarge des Unternehmens von 22,4 Prozent im Jahr 2007 unter dem Druck der steigenden Polysiliziumpreise steht. 2010 sollte jedoch aufgrund der steigenden Produktionskapazitäten von Polysilizium ein Gleichgewicht zwischen Angebot und Nachfrage erreicht werden.

      Der 2004 gegründete Solarzellenhersteller favorisiert für seinen Börsengang den Marktplatz Taiwan, steht einer Notierung in anderen asiatischen Regionen jedoch offen gegenüber, sofern diese ein besseres Kurs-Gewinn-Verhältnis bieten würden. "In den vergangenen Jahren haben wir bereits einige asiatische Photovoltaik-Unternehmen an die Börse streben sehen. Diese kommen aber anders als etwa europäische Unternehmen oft noch sehr jung und unerfahren an den Kapitalmarkt", sagt Fawer-Wasser. Neben teilweise mangelnder Transparenz könne die Unerfahrenheit jedoch zu Problemen beim schwierigen Aufbau und dem Betrieb der Produktionskapazitäten führen. Zudem hätten gerade auch chinesische Unternehmen im Januar an der Börse gelitten, einige Ankündigungen zum Kapazitätsausbau mussten bereits wieder zurückgenommen oder revidiert werden. Darüber hinaus spiele auch die Versorgung mit dem knappen Rohstoff Solarsilizium eine weitere Rolle. Deshalb sei bei Investitionen in asiatische Solarunternehmen auch eine gewisse Risikomarge zu beachten, betont Fawer-Wasser. (Ende)
      Avatar
      schrieb am 29.03.08 13:22:44
      Beitrag Nr. 86 ()
      Photovoltaik: Rohstoff-Nachschub bleibt der Knackpunkt - Branche erwartet Konsolidierung
      Die Vertreibung aus dem Solar-Paradies beginnt


      VDI nachrichten, Düsseldorf, 28. 3. 08, mav - Die Kurskorrektur seit Mitte Januar fiel bei Solar-Aktien besonders heftig aus. Ist die Solar-Party an der Börse vorbei? Tatsächlich sprechen einige Indizien dafür: Die Hersteller von Wafern, Zellen und Modulen haben ihre Kapazitäten deutlich aufgestockt, die Nachfrage stagniert, die staatliche Förderung sinkt. Nun erwarten Experten Fusionen und Übernahmen durch große Konzerne.

      Solaraktien bescherten den Anlegern 2007 spektakuläre Kurszuwächse. So legte die US-amerikanische SunPower-Aktie um 200 % zu und First Solar rund 900 %. Die deutsche Q-Cells kam auf ein Plus von 170 %. Dies spiegelte das weltweite Wachstum der Solarbranche. Nach Berechnungen der Schweizer Bank Sarasin legte der weltweite Solarmarkt im vergangenen Jahr um 40 % zu. Er übertraf sowohl beim Investitionsvolumen als auch bei der Anlagenperformance die anderen regenerativen Bereiche, wie etwa den globalen Windmarkt mit seinem Wachstum von über 20 %.

      Doch im Januar und Februar 2008, als die US-Immobilien- und die Bankenkrise die Aktienmärkte erschütterten, stürzten auch die Solarwerte ab, im Schnitt um rund ein Drittel. Viele gaben einen Großteil ihrer Zuwächse aus 2007 ab, manche sogar noch mehr. Eine Überreaktion, eine gesunde Kurskorrektur oder ein Hinweis auf eine Branchenkrise?

      Solarexperte Stephan Wulf von Sal. Oppenheim verweist auf die Tendenz der Solaraktien, allgemeine Marktentwicklungen auf extreme Weise nachzuvollziehen. Bei positiven Trends neigten die Solaraktien zu überdurchschnittlichen Zuwächsen, meint der Banker, bei negativen zu Einbrüchen, die stärker als angemessen seien. Dass etablierte Solarwerte, wie die weltweit führenden Solarzellenhersteller Q-Cells und Suntech, trotz starker Geschäftszahlen 2008 massiv an Wert verloren, zeige, dass nicht konkrete Zahlen den Ausschlag gegeben hätten.

      Börsenexperte Sebastian Zank von der WestLB hat noch eine Erklärung für die Kursschwankungen der Solaraktien: Die Rezessionsangst zu Beginn dieses Jahres zog vor allem Aktien von Unternehmen mittlerer und geringer Größe nach unten. Genau zu dieser Gruppe zählten aber besonders viele Solarwerte. Zudem, so Zank, seien sie natürlich besonders hoch bewertet gewesen. Im Zuge der Börsenturbulenzen habe man zu realistischeren Schätzungen gefunden. 2007 habe es ein Gleichgewicht von Angebot und Nachfrage gegeben.

      Analyst Wulf von Sal. Oppenheim sieht für die Solarbranche weniger konjunkturelle als vielmehr regulatorische Risiken: Vergütungsregelungen und staatliche Förderungen bestimmten die Entwicklung des Sektors. Auch Zank weist darauf hin, dass mit Spanien und Deutschland ab 2009 in den wichtigsten Märkten weltweit die Vergütung für Solarstrom deutlich sinken werde.

      In Deutschland wurde 2007 fast die Hälfte aller Solarmodule weltweit verkauft. Nach den Plänen der Bundesregierung für das EEG soll sich der Preis für Solarstrom im kommenden Jahr um über 9 % verringern. 2007 hätten Angebot und Nachfrage noch im Gleichgewicht gestanden, so Zank. Ab 2009 jedoch werde das Angebot an Solarzellen und -modulen stärker wachsen als die Nachfrage. Denn die Produktionskapazitäten würden enorm ausgebaut. Daher müssten die Produzenten von Solarprodukten ihre Preise deutlich reduzieren. Ihnen werde es äußerst schwer fallen, dabei ihre Margen zu halten.

      Dagegen schätzt Arthur Hoffmann, Portfolio Manager bei Sarasin und Experte für Aktien aus dem Bereich der Erneuerbaren Energien, das Risiko von Überkapazitäten geringer ein: Zum einen sei die Nachfrage in den letzten Jahren immer noch stärker gewachsen als angenommen. Zum anderen sei nicht ausgemacht, dass all die angekündigten Kapazitätsausweitungen der Hersteller auch umgesetzt würden. Aber auch er prognostizierte einen Preisverfall. Denn die Entwicklung laufe eindeutig in Richtung Wettbewerbsfähigkeit zur herkömmlichen Stromerzeugung. Und dafür müssten die Preise der Produzenten von Solarwafern, -zellen und -modulen um bis zu 40 % sinken, so Hoffmann. Das können seiner Ansicht nach "nur die Großen stemmen". Also vor allem integrierte Solarkonzerne, die die gesamte solare Wertschöpfungskette abdecken, von der Rohstoffproduktion über die Herstellung von Wafern und Modulen bis hin zum Handel mit Solarsystemen. Durch Skaleneffekte sind solche Firmen in der Lage, ihre Kosten zu reduzieren und dennoch ausreichend profitabel zu bleiben, glaubt Hoffmann. "Es wird zunächst einen Druck auf Module geben, erst dann auf die Zelle", meint auch Wulf von Sal. Oppenheim.

      "Die Großen werden überdauern und die Kleinen an die Wand drücken", stellt dazu von Blumenthal fest, Analyst von SES Research. In der Solarbranche stehe eine Normalisierung an. Bislang habe das starke Wachstum den Wettbewerb in diesem Sektor unterdrückt. Diese Phase gehe nun ihrem Ende entgegen. Mit jeder der zu erwartenden Preissenkungen rücke die Wettbewerbsfähigkeit und damit der Massenmarkt für Solarprodukte näher. Mit der Wettbewerbsfähigkeit gehe dann für die Photovoltaik "das Spiel erst richtig los", sie könne ganz andere Marktanteile an der weltweiten Energieversorgung erobern.

      Spätestens dann, vermutlich aber schon deutlich früher, dürften neue Akteure mit enormen finanziellen Möglichkeiten das Spielfeld betreten. Bank-Analyst Wulf zieht einen Vergleich zum Windmarkt: Nachdem der Sektor sich stabilisiert habe, sei er für Großkonzerne wie Siemens und General Electric interessant geworden, die dann mit Firmenübernahmen einstiegen. Der Solarmarkt werde dafür bald bereit sein, so Wulf.

      Die neuen großen Spieler dürfen sich freuen: Wie auch andere Experten geht die Bank Sarasin davon aus, dass die Solarbranche 2008 wieder ein Wachstum von mindestens 40 % erreichen wird. Bis 2010 stellt sie sogar jährliche Zuwächse von 50 % pro Jahr in Aussicht. Danach erwartet sie bis 2020 ein anhaltendes Wachstum von jährlich 22 %. Die Kursliste an der Börse dürfte dann aber einige bisherige Solarunternehmen weniger aufweisen - einige neue werden hinzukommen. JÜRGEN RÖTTGER

      Preise für Zellen und Wafer geraten unter Druck
      Avatar
      schrieb am 29.03.08 13:39:20
      Beitrag Nr. 87 ()
      REKORD-SUBVENTIONEN
      [urlChinesen überschwemmen Deutschland mit Solarzellen]http://www.spiegel.de/wirtschaft/0,1518,543769,00.html
      [/url]
      Von Anselm Waldermann

      Schock für die deutsche Solarbranche: Jahrelang rühmten sich die Firmen als weltweite Marktführer. Jetzt belegen aktuelle Zahlen, die SPIEGEL ONLINE vorliegen: China hat Deutschland bei der Produktion überholt. Verkauft wird die Fernost-Ware aber hierzulande - wegen der hohen Förderung.

      Hamburg - Deutschland muss ein Sonnenparadies sein. In keinem Land der Welt werden so viele Solaranlagen gekauft wie hier. Im vergangenen Jahr schraubten sich die Bundesbürger Module mit einer Leistung von 1300 Megawatt auf die Dächer - fast die Hälfte der globalen Nachfrage entfiel damit auf Deutschland.

      DDP
      Solarzelle: Die Kosten tragen die Verbraucher.


      Für die Solarbranche ein Grund zum Jubel: Beim Ökostrom könne es niemand mit Deutschland aufnehmen, frohlocken die Lobbyisten vom Bundesverband Solarwirtschaft. Die Förderung durch das Erneuerbare-Energien-Gesetz (EEG) mache sich eben bezahlt.

      Was die Sonnenfreunde vergessen: Die EEG-Gelder kommen immer seltener deutschen Firmen zugute. Die größten Hersteller von Solarzellen sitzen mittlerweile in Asien - und sie überschwemmen den deutschen Markt mit ihren Produkten. Das belegen aktuelle Zahlen des Branchenblatts "Photon", die SPIEGEL ONLINE exklusiv vorliegen. Die Kernaussage: China hat Deutschland bei der Solarproduktion überholt und liegt nun erstmals auf Platz eins.

      Jahrelang galten die deutschen Ökofirmen als weltweit führend. Diese Zeiten sind vorbei. Laut "Photon" wurden in der Bundesrepublik im vergangenen Jahr Solarzellen mit einer Leistung von 875 Megawatt produziert. In China waren es dagegen 1200 Megawatt. Der globale Marktanteil der Chinesen schoss im vergangenen Jahr von 15 auf 28 Prozent. Der deutsche verharrte bei 20 Prozent (siehe Grafik).

      GRAFIKEN: SOLAR-PARADIES DEUTSCHLAND
      [urlFotostrecke starten:]http://www.spiegel.de/fotostrecke/0,5538,30158,00.html[/url]
      Klicken Sie auf ein Bild (4 Bilder)

      Das Musterunternehmen Q-Cells aus Sachsen-Anhalt hat sogar Marktanteile verloren. Zwar konnte es seine Produktion kräftig steigern, an diesem Donnerstag erhöhte es außerdem seine Umsatzprognose für das laufende Jahr. Das Problem ist nur: Die chinesischen Konkurrenten wachsen noch viel schneller.

      Sieben der zehn größten Hersteller von Solarzellen kommen mittlerweile aus Asien. Ähnlich sieht es bei den Endprodukten aus, den Solarmodulen: Hier schaffen es nur noch zwei deutsche Firmen unter die Top Ten: Solarworld auf Platz sieben und Solon auf Platz zehn.

      Den Niedergang der Solarindustrie in Deutschland belegt das Beispiel First Solar. Der US-Konzern hatte in Frankfurt an der Oder eine riesige Fabrik für Dünnschichtmodule errichtet - sie galt als Symbol für die starke Solarindustrie in den neuen Bundesländern. Doch schon im kommenden Jahr soll das Werk nur noch 20 Prozent zur Gesamtproduktion von First Solar beitragen. Der Grund: Das Unternehmen baut massenweise neue Kapazitäten in Malaysia auf.

      Insgesamt stammen schon 65 Prozent der weltweit produzierten Solarzellen aus Asien. Weit vorne liegt neben China auch Japan: Das Land kommt im Solar-Ranking auf Platz zwei - vor Deutschland. Stark im Kommen sind zudem Taiwan und Indien. In Singapur wiederum wird die weltgrößte Solarfabrik gebaut: Der norwegische Hersteller REC errichtet dort ein Werk mit einer Kapazität von 1500 Megawatt pro Jahr.

      Der Durchstarter des Jahres ist jedoch das chinesische Unternehmen Suntech. Es hat im vergangenen Jahr ein Produktionswachstum von 110 Prozent hingelegt - und ist nun der weltgrößte Modulhersteller.

      Der Staat(jeder einzelne) fördert ausländische Hersteller wie deutsche ... :rolleyes: ... man bezahlt zweimal, erst aus den eigenen Steuergeldern und dann bei seinem Stromanbieter ... :rolleyes:

      Das Besondere daran: In den asiatischen Herstellerländern gibt es keine oder kaum eine staatliche Förderung. Die Firmen verkaufen ihre Ware einfach auf subventionierten Märkten wie Spanien oder Deutschland. Suntech-Chef Zhengrong Shi spricht es offen aus: "Es gibt kaum einen chinesischen Markt. Wir hängen von euch ab."

      Möglich macht dies das deutsche EEG - es unterstützt ausländische Produzenten genauso wie heimische. Die Kosten tragen die Verbraucher: Über ihre Stromrechnung müssen sie für jede Kilowattstunde Sonnenenergie rund 47 Cent zahlen. In keinem Land der Welt wird Solarstrom so üppig gefördert. Zum Vergleich: Konventioneller Strom kostet an der Leipziger Energiebörse nur fünf Cent.

      Für die Solarhersteller ist das ein traumhafter Zustand: Wegen der hohen, staatlich garantierten Vergütung können sie so viele Anlagen verkaufen wie sie möchten. Experten schätzen, dass die Installation in Deutschland von 1300 Megawatt im vergangenen auf 2400 Megawatt in diesem Jahr steigen dürfte.

      Bei der Produktion allerdings hinkt Deutschland hinterher. Die heimischen Hersteller fertigten im vergangenen Jahr lediglich Solarmodule mit einer Leistung von 684 Megawatt. Mit anderen Worten: Deutschland ist Netto-Importland. Gerade mal die Hälfte der Nachfrage wird mit inländischer Ware gedeckt, Profiteure des EEG sind ausländische Firmen. "Die hohe Vergütung verschafft der deutschen Solarindustrie im weltweiten Wettbewerb keinen Vorteil", sagt Photon-Chefin Anne Kreutzmann.

      Kosten für die Verbraucher von bis zu 90 Milliarden Euro

      Für die hiesigen Haushalte wird der Solar-Boom immer teurer. Denn das EEG schreibt die Vergütungssätze für 20 Jahre fest. Das heißt: Eine heute errichtete Solaranlage verursacht auch in 20 Jahren noch Kosten. Das Rheinisch-Westfälische Institut für Wirtschaftsforschung beziffert diese "Solarschulden" auf 23,3 Milliarden Euro - allein für die bis Ende 2007 installierten Module.

      Und es kommen immer neue Anlagen hinzu. Bis 2010 dürften sich die Solarschulden schon auf 49,9 Milliarden Euro belaufen. Wenn der Markt noch schneller wächst, können es laut "Photon" auch 90 Milliarden Euro sein.

      Die Bundesregierung versucht nun gegenzusteuern. In den kommenden Wochen will sie einen Gesetzentwurf in den Bundestag einbringen, der die Solarförderung drastisch kappen soll. Bisher sinken die Vergütungssätze jährlich um fünf Prozent, nun sollen sie 2009 um neun Prozent, 2010 um sieben Prozent und ab 2011 jährlich um acht Prozent reduziert werden.

      Experten sind trotzdem skeptisch: Laut RWI werden die Solarschulden dadurch nur um 1,3 Milliarden Euro gedrückt - ein lächerlich geringer Betrag. Das Schweizer Bankhaus Sarasin sieht ebenfalls keine Trendwende: Nach einer Prognose des Instituts dürfte auch in Zukunft fast jede zweite Solaranlage weltweit auf einem deutschen Dach landen.
      Avatar
      schrieb am 29.03.08 14:07:46
      Beitrag Nr. 88 ()
      Antwort auf Beitrag Nr.: 33.757.755 von teecee1 am 29.03.08 13:39:20Der Artikel ist gequirlte Schxxße...
      Avatar
      schrieb am 01.04.08 10:39:41
      Beitrag Nr. 89 ()
      Antwort auf Beitrag Nr.: 33.757.755 von teecee1 am 29.03.08 13:39:20Der Irak-Krieg kostet zwei Milliarden Dollar pro Woche !
      Avatar
      schrieb am 28.04.08 15:08:48
      Beitrag Nr. 90 ()
      Motech Board of Directors Resolved to Amend Usage
      Plan of Proceeds from GDR Issuance Completed in 2007

      Date of events 2008/04/18 To which item it meets article 2 paragraph 16
      Statement



      1.Date of the board of directors resolution for the change:2008/04/18
      2.Dates of effective registration or application of the original
      plan:2007/03/28
      3.Reason for the change:To make more efficient use of funds and to reduce
      foreign exchange risk on USD-denomiated assets.
      4.Content of each and every successive past changed plan for raising of funds
      before and after change:N/A
      5.Anticipated timetable for execution:@(Unit: USD'000)
      Items Before Change After Change Timetable
      Purchase of Materials 120,780 150,780 by 2008/2Q
      Purchase of Machinery 90,000 60,000 by 2008/3Q
      6.Anticipated completion date:2008/3Q
      7.Anticipated possible benefits:
      1. Purchase of materials: support buinsess growth and reduce interest
      expense
      2. Purchase of machinery: increase revenues, gross profit and operating
      income
      8.Effect of the current change on shareholder equity:Positive effect with
      lowered interest expense and foreign exchange risk
      9.Abstract of the original lead underwriter's appraisal opinion:N/A
      10.Any other matters that need to be specified:None
      Avatar
      schrieb am 28.04.08 15:11:20
      Beitrag Nr. 91 ()
      Motech shares plunge on exchange losses
      COMPETITION: Solar-cell maker Gintech rose 4.71 percent to NT$267 after the company reported NT$462 million in first-quarter pre-tax net income, with NT$4 in earnings per share
      By Kevin Chen
      STAFF REPORTER
      Saturday, Apr 12, 2008, Page 12

      Motech Industries Inc (茂迪), the nation’s biggest manufacturer of solar cells, yesterday saw share prices plunge amid concern of falling profitability and foreign exchange losses, while shares of rival Gintech Energy Corp (昱晶能源) surged on the back of improved earnings.

      First-quarter non-consolidated revenue at Motech totaled NT$4.9 billion (US$161.7 million), with a non-consolidated gross profit of NT$819 million, the company said in a filing to the Taiwan Stock Exchange yesterday.

      Gross margin, the percentage of gross income divided by net sales, was 16.71 percent in the first quarter, which represented a drop from 20 percent one year earlier and from 17.42 percent last quarter.

      Non-consolidated operating income was NT$666 million in the first quarter, with an after-tax net income of NT$239 million, Motech said in the filing. In comparison, the company reported NT$766 million after-tax net income for the same period last year.

      Motech spokesman Chen Chia-chi (陳家淇) said the company’s foreign exchange losses amounted to NT$400 million in the first quarter as a result of the recent NT dollar appreciation.

      The company did not elaborate on the impact of the losses on its profitability for the first quarter, but said it would clarify the issue before its audited numbers are released later this month.

      Shares of Motech, the world’s fourth-largest solar-cell maker, dropped 5.38 percent to NT$220.0 on the GRETAI Securities Market. The stock has plunged 25.43 percent since the beginning of the year.

      Shares of Gintech, meanwhile, rose 4.71 percent to NT$267 yesterday, after the company on Thursday reported NT$462 million in first-quarter pre-tax net income, with NT$4 in earnings per share.

      Gintech’s first-quarter profit figure was more than triple the figure from last year and 17 percent higher than Citigroup’s estimate, which prompted Citigroup Investment Research equity analyst George Chang (張家麒) to offer a “buy” recommendation on the stock and lift his 12-month target price from NT$300 to NT$330.

      “Gintech remains our top pick within Taiwan’s solar supply chain,” Chang said in a client note.

      The company is the nation’s second-largest solar-cell maker.

      As supplies of polysilicon wafers have stabilized since the company set prices with its major suppliers, including MEMC Electronic Materials Inc, Gintech’s solar-cell shipments are expected to increase to 50 megawatts in the second quarter from 37 megawatts in the first quarter, Chang said.

      Thanks to its aggressive expansion over the past year, Gintech is expected to boost its annual capacity to 560 megawatts by the end of this year.

      The company is seeking to expand capacity to approximately 1 gigawatt by the end of 2010, after its second plant at Hsinchu Science Park (新竹科學園區) installs the necessary equipment in August next year, Gintech told an investors conference on Thursday.
      This story has been viewed 439 times.
      Avatar
      schrieb am 29.04.08 09:50:41
      Beitrag Nr. 92 ()
      Avatar
      schrieb am 01.05.08 08:07:11
      Beitrag Nr. 93 ()
      01.05.2008 Adhoc-Meldungen
      Motech Industries Inc.: First Quarter Results

      Motech Industries Inc. Reports First Quarter Results
      Taipei, Taiwan, April 30, 2008 – Motech Industries Inc. (TWO: 6244) (“Motech”, “We”, or the “Company”), one of the world’s leading producers of photovoltaic (PV) cells, today reported unconsolidated net revenues1 of NT$ 4,902 million for the first quarter of 2008 (1Q08), up 48% year-over-year and 10% sequentially. Net income for the quarter was NT$ 269 million, down 56% from NT$ 611 million in 4Q07 and down 65% from NT$ 767 million in 1Q07 respectively. Earnings per share (EPS) for the quarter were NT$ 1.30(note 1), compared to NT$ 2.96(note 1) for 4Q07 and NT$ 4.35(note 2) for 1Q07. On a consolidated basis, the Company reported revenues of NT$ 4,906 million. Gross profit and operating profit were NT$ 817 million and NT$ 643 million respectively. Net income for the quarter was NT$ 267 million.


      Net revenues increased 10% sequentially from NT$ 4,462 million in 4Q07 to NT$ 4,902 million in 1Q08. On a year-over-year basis, net revenues increased 48% from NT$ 3,308 million in 1Q07. The significant year-over-year increase in net revenues was primarily due to an increase in the volume of PV cells sold. Gross profit for the quarter was NT$ 816 million, up 5% sequentially and up 1% year-overyear, representing a gross margin of 16.6%. The lower gross margin was mainly caused by the expensing of employee bonus. Operating expenses during 1Q08 were NT$ 155 million, including NT$ 63 million in R&D and NT$ 92 million in SG&A. Operating expenses as a percentage of net revenues were 3.2% for the first quarter, compared to 3.9% in 4Q07 and 3.2% in 1Q07. Operating income for the quarter totaled NT$ 661 million, up 9% from NT$ 605 million in the previous quarter, but down 6% from NT$ 703 million in 1Q07. Operating margin was 13.5% in 1Q08, compared with 13.6% in 4Q07 and 21.3% in 1Q07.

      In terms of major non-operating items,
      Avatar
      schrieb am 07.05.08 11:29:18
      Beitrag Nr. 94 ()
      May 07, 2008 05:00 ET
      Solar Semiconductor Announces Strategic Partnership With Motech Industries, Inc.

      Alliance Allows Both Companies to Combine Their Strengths to Drive Solar as a Viable Alternative Energy Source

      SUNNYVALE, CA--(Marketwire - May 7, 2008) - Solar Semiconductor, a rapidly growing producer of high-quality photovoltaic (PV) modules, today announced a strategic partnership with Motech Industries, Inc., a premium cell manufacturer. This multi-year strategic partnership is for the supply of approximately 120MW (megawatt) of cells. Through this partnership, Motech will be supplying high-quality PV cells to Solar Semiconductor. To meet demand and ensure a steady supply of cells, Motech will strategically cooperate with Solar Semiconductor to explore processing wafers for conversion into cells.

      A Strong Partnership Built on an Existing Foundation

      "We have been growing rapidly in recent months and will continue that growth in the coming years. Our focus on quality and customer care has created significant demand for our PV modules. So it is essential for Solar Semiconductor to obtain more quality cells at competitive prices," said Mr. Hari Surapaneni, chief executive officer of Solar Semiconductor. "Motech cells are already part of our high-quality modules. With this new commitment, we have further enhanced our partnership with Motech to a strategic level. Beyond being a direct cell supplier, Motech is committed to explore all cooperative arrangements to support our aggressive growth plans."

      "We are happy to be associated with Solar Semiconductor and support their growth strategy. We are pleased that Solar Semiconductor is looking to Motech in its quest for the highest quality cells," commented Dr. Simon, chief executive officer of Motech Industries, Inc. "As a leading global supplier of solar cells we are at the forefront of technology and product innovation, and hopefully, our cells will contribute to Solar Semiconductor's module quality and performance."

      About Solar Semiconductor

      Solar Semiconductor is a global producer of innovative, high-quality PV modules using mono- and multi-crystalline cells and offers its products and services to the worldwide solar PV module market. As a socially responsible, global energy producer, Solar Semiconductor offers an unwavering commitment to its customers. Awarded the prestigious ISO 9001 certification for its advanced manufacturing plant Solar Semiconductor focuses its attention on customers' power and efficiency needs for today and tomorrow. For more information, visit www.solarsemiconductor.com.

      About Motech Industries, Inc.

      Since 1981, Motech Industries, Inc. (Motech) has been creating high quality products including testing and measuring instruments, solar cells, and solar systems. Motech is now the 5th largest crystalline solar cell manufacturer in the world. With ISO 9001:2000, ISO 14001:2004 and the OHSAS 18001: 1999 certifications, Motech is dedicated to total quality management and continuous improvement. In May of 2003, Motech became a publicly traded company on Taiwan's Over-the-Counter (OTC) market with the trading code of 6244. For more information, please visit www.motech.com.tw
      Avatar
      schrieb am 10.05.08 10:23:51
      Beitrag Nr. 95 ()
      Motech shares jump after news of big Indian order
      By Lisa Wang
      STAFF REPORTER
      Saturday, May 10, 2008, Page 12

      Shares of the nation's biggest solar cell maker Motech Industries Inc (茂迪) jumped 1.45 percent yesterday after Indian solar module supplier Solar Semiconductor Ltd said it had ordered 120 megawatts of solar cells from the company.

      Motech Industries stock price advanced NT$4 to NT$279, defying the benchmark TAIEX index’s decline of 0.84 percent yesterday. Local rival E-Ton Solar Tech Co Ltd (益通光能) inched up 0.26 percent to NT$393.

      Solar Semiconductor said Motech Industries would be supplying approximately 120 megawatts of solar cells based on a multi-year initial agreement, the Indian company said in a statement released on Wednesday.

      The order may bring NT$12 billion (US$391 million) in revenues for Motech Industries as each megawatt will generate NT$100 million in revenue based on the general calculation of most local solar cell makers.

      “We are happy to be associated with Solar Semiconductor and to support their growth strategy. We are pleased that Solar Semiconductor is looking to Motech Industries in its quest for the highest quality cells,” Motech Industries chief executive Simon Tsuo (左元淮) said in the statement.

      “Beyond being a direct cell supplier, Motech Industries is committed to exploring all cooperative arrangements to support our aggressive growth plans,” said Hari Surapaneni, chief executive officer of Solar Semiconductor.

      Under the agreement, Motech Industries will also cooperate with Solar Semiconductor to explore processing wafers for conversion into cells in order to meet demand and to ensure a steady supply of cells, according to the statement.

      But, Motech Industries yesterday said it is still in talks with Solar Semiconductor on cooperation and will release details after they sign formal agreements, according to a filing to the Taiwan Stock Exchange.

      The company’s first quarter net income plunged 65 percent to NT$269 million from a year ago because of huge foreign exchange losses of NT$400 million. Revenues expanded 48 percent year-on-year to NT$4.9 billion.

      Motech Industries said it planned to spend NT$2.43 billion on expanding its annual output to 280 megawatts of solar cells, up around 60 percent from 176 megawatts last year.

      The company said it planned to further boost its capacity to 400 megawatts next year.
      This story has been viewed 250 times.
      Avatar
      schrieb am 14.05.08 19:36:09
      Beitrag Nr. 96 ()
      Solar Semiconductor secures cell supply from Motech
      07 May 2008 - Solar Cell - News
      Popular Articles
      Sunovia set to take on First Solar in two years? - 01 May 2008
      Sunovia claims lab breakthrough for commercialization of single crystalline epitaxial CdTe/Si - 12 May 2008
      Canadian Solar to ship 30-40MW of metallurgical grade silicon modules in 2008 - 13 May 2008
      Polysilicon shortages will spur thin film CAGR of 70 percent through 2010, says iSuppli - 02 May 2008
      Metallurgical solar-grade silicon could reshape PV industry, says PHOTON Consulting - 09 May 2008
      Solar & PV Tech jobs
      Subscribe to newsletter
      Subscribe to print edition
      Add PV Tech to your iGoogle page

      Solar SemiconductorSolar Semiconductor, a rapidly growing producer of high-quality photovoltaic (PV) modules, today announced a strategic partnership with Motech Industries, Inc., a premium cell manufacturer. This multi-year strategic partnership is for the supply of approximately 120MW of cells. Through this partnership, Motech will be supplying high-quality PV cells to Solar Semiconductor, and in order to meet demand and ensure a steady supply of cells, Motech will strategically cooperate with Solar Semiconductor to explore processing wafers for conversion into cells.

      "It is essential for Solar Semiconductor to obtain more quality cells at competitive prices," said Mr. Hari Surapaneni, CEO of Solar Semiconductor. "Motech cells are already part of our high-quality modules. With this new commitment, we have further enhanced our partnership with Motech to a strategic level. Beyond being a direct cell supplier, Motech is committed to explore all cooperative arrangements to support our aggressive growth plans."
      Solar Semiconductor is a global producer of PV modules using mono- and multicrystalline cells and offers its products and services to the worldwide solar PV module market. Motech is now the 5th largest crystalline solar cell manufacturer in the world.
      Avatar
      schrieb am 04.06.08 16:13:11
      Beitrag Nr. 97 ()
      Motech Industrial Poised For Huge Solar-Cell Production Expansion
      in News Departments > FYI
      by SI Staff on Friday 30 May 2008
      email the content item print the content item

      According to a Taiwan Economic News report, Motech Industrial Inc. says it is planning to increase its solar-cell output capacities in Taiwan and China over the next three to five years to 2 GW.

      Motech's factory in Tainan, Taiwan, is currently running at full capacity, and the company is shooting for an expanded output of 160-180 MW of solar cells. Its second factory, with two recently initiated production lines, is set for 360 MW of output and envisioned for expansion to 800 MW, the report says.

      The company's mainland China facility will initially install production lines for 60-65 MW of production and subsequently increase output to 300 MW.

      SOURCE: Taiwan Economic News
      Avatar
      schrieb am 04.06.08 16:59:47
      Beitrag Nr. 98 ()
      Schluss mit der Mangelware Silizium
      von Sascha Rentzing

      Der Siliziummarkt steht vor einer Wende: Die Produktion soll sich bis 2010 auf über 200 000 Jahrestonnen vervierfachen. Von sinkenden Preisen würden vor allem die asiatische Fotovoltaikindustrie sowie Neulinge profitieren. (...)

      http://www.ftd.de/unternehmen/industrie/:Energie%20Schluss%2…
      Avatar
      schrieb am 04.06.08 19:12:42
      Beitrag Nr. 99 ()
      Gewinne in vier bis fünf Jahren
      von Mark Krümpel (Hamburg)

      Heute ist die Stromerzeugung aus Solarenergie noch auf Unterstützung vom Staat angewiesen. Aber bereits in sieben Jahren könnte die Fotovoltaik auch in Deutschland mit konventionellem Strom, insbesondere aus Kohle, konkurrieren.

      Das sagen Energieexperten. In sonnenreichen Ländern in Südeuropa oder Kalifornien ist die Schwelle zur Wirtschaftlichkeit sogar bereits in etwa vier Jahren zu erreichen, was dann für einen Nachfrageschub nach Solaranlagen sorgen dürfte. (...)

      (...) Umstritten ist, wann Solarstrom mit konventionellem Strom konkurrieren kann. Die Kosten für die Erzeugung von Strom in Deutschland liegen nach Schätzungen derzeit zwischen 4 Cent für ein bereits abgeschriebenes Atomkraftwerk und 8 bis 9 Cent für ein Kohle- oder Gasturbinenkraftwerk. Damit ist Solarstrom heute mit einer Einspeisevergütung von 45 Cent etwa viermal so teuer. "Da Verbraucher aber für eine Kilowattstunde Strom bereits 15 bis 20 Cent bezahlen, ist Solarstrom nur etwa zweimal so teuer", sagte Fondsmanager Gunter Greiner von der VCH Investment Group. Bei einem steigenden Strompreis, wovon angesichts höherer Preise für Öl, Gas und Kohle auszugehen ist, und sinkenden Kosten der Solaranlagen sei die Wirtschaftlichkeit damit näher, als viele Kritiker glauben.

      FTD vom 03.06.2008
      Avatar
      schrieb am 04.07.08 19:46:54
      Beitrag Nr. 100 ()
      KUNSHAN, Jun 17, 2008 (SinoCast via COMTEX) -- MIDIL | Quote | Chart | News | PowerRating -- Motech Industries, Inc., Taiwan's largest solar cell company, plans to set up a solar cell production base in Kunshan, Jiangsu Province, as an effort to sharply expansion its business in Chinese mainland.

      A senior officer of Motech (Suzhou) Renewable Energy Co., Ltd. reveals that the new base will embed the company's vertical industrial chain into the Chinese mainland and its first phase will gain annual capacity of 14 megawatts by the end of 2008.

      Impressively, the base in Kunshan will rapidly increase its capacity to 1000MW by 2012, and by that time, Motech's total investment in the renewable energy industrial base in Kunshan will exceed USD 440 million.

      Motech Industries, Inc. is the fifth largest solar cell manufacturer around the world and now is a front-runner in the renewable energy development in Kunshan, a fast-growing high-tech development zone in Jiangsu Province.

      Motech is doing R&D and production of crystal silicon solar cells in the Kunshan base, which get raw materials from the company's metallic silicon extraction company in the US.
      Avatar
      schrieb am 10.07.08 08:39:38
      Beitrag Nr. 101 ()
      Motech Board of Directors Announced Record Date for Common Share Dividends

      2008-07-08

      1.Date of the resolution by the board of directors or shareholders' meeting
      or decision by the Company: 2008/07/08

      2.Type of ex-rights or ex-dividend (please enter: “Ex-rights”,
      "Ex-dividend", or "Ex-rights and dividend”): Ex-rights and dividend

      3.Type and monetary amount of dividend distribution:
      Cash dividends to common shareholders: NT$1,443,096,000
      Stock dividends to common shareholders: NT$412,313,000

      4.Ex-rights (ex-dividend) trading date: 2008/07/24

      5.Last date before book closure: 2008/07/25

      6.Book closure starting date: 2008/07/28

      7.Book closure ending date: 2008/08/01

      8.Ex-rights (ex-dividend) record date: 2008/08/01

      9.Any other matters that need to be specified:
      Suspension period for exercise of employee stock options: 2008/07/08~2008/08/01
      Avatar
      schrieb am 10.07.08 08:40:43
      Beitrag Nr. 102 ()
      Adjustment of Stock and Cash Dividend Ratios per Share

      2008-07-08

      1.Date of the resolution of the board of directors or shareholders’meeting: 2008/07/08

      2.Type and monetary amount of original dividend distribution:
      Stock dividend per share: NT$ 2.00 (200 shares per 1,000 shares)
      Cash dividend per share: NT$ 7.00

      3.Type monetary amount of dividend distribution after the change:
      Stock dividend per share: NT$ 1.996216 (199.6216 shares per 1,000 shares)
      Cash dividend per share: NT$ 6.986761

      4.Reason for the change:
      In connection with exercise of employee stock options, the stock and cash dividend ratios per share shall be adjusted to reflect the change in the no. of common shares outstanding.

      5.Any other matters that need to be specified: None
      Avatar
      schrieb am 22.07.08 09:41:57
      Beitrag Nr. 103 ()
      Motech new solar-cell capacity in China already fully booked


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Esther Lam, DIGITIMES [Tuesday 22 July 2008]

      While Motech Industries's is slated to soon begin volume production of solar cells at its Suzhou, China plant, industry sources have indicated that capacity is already fully booked, and the company has announced additional investments for China.

      Motech responded to the sources claims by stating that its order landing status is okay, as it has always been.

      Motech announced on July 21 that its company board of directors approved to raise the investment amount for its China plant from US$11.7 million to US$16 million. The adjustment was made to fuel operation funding, as well as to prepare for expansion in 2009, according to Motech.

      Construction at the solar-cell production line at Suzhou is completed, with pilot runs slated for August and official volume production to begin in September. The plant is designed with an annual capacity of 65 peak megawatt (MWp).
      Avatar
      schrieb am 24.07.08 14:25:55
      Beitrag Nr. 104 ()
      24.07.2008 13:03
      DLT1: AUSSETZUNG/SUSPENSION
      DIE FOLGENDE AKTIE IST AB SOFORT AUSGESETZT:
      THE FOLLOWING SHARE IS SUSPENDED WITH IMMEDIATE EFFECT:

      INSTRUMENT NAME KUERZEL/SHORTCODE ISIN BIS/UNTIL

      Motech Industries Inc. DLT1 US6197312019 (Nachrichten) 24.07.2008 bis Handelszeitende.



      ???
      Avatar
      schrieb am 01.08.08 09:05:14
      Beitrag Nr. 105 ()
      Light, Vision and the Power of Green

      Cock Rooster sales manager Albert Yang and the company's patented Solar Puzzle. (Courtesy of Cock Rooster Lighting Co.)

      Publication Date:08/01/2008
      Byline:DAVID MONSON

      Local solar cell manufacturers are relying on entrepreneurial spirit, R&D capacity and technical capability to help solve some of the world's most pressing issues.

      As ever-growing demand pushes the prices of fossil fuels higher and higher, companies and entrepreneurs in Taiwan's solar energy "kitchen" are stepping up their efforts to provide a competitive, non-polluting alternative. Commercialization of solar power has taken off in earnest on the island in an effort that could shape the future of the industry--and perhaps the fate of the planet itself.

      Taiwan's solar power industry generated an output value of NT$53.5 billion (US$1.74 billion) in 2007, with the figure expected to climb to NT$400 billion (US$13.1 billion) by 2015. While the island's enterprises have recently helped in the effort to develop and commercialize solar technology, the quest to generate electricity from sunlight has a long history. French physicist Alexandre-Edmond Bequerel first described the basic physical process for converting sunlight into electricity in 1839 after experimenting with an electrolytic cell made up of two metal electrodes. Nineteen years old at the time, the physicist had discovered that certain materials would produce small amounts of electric current when exposed to light. More than 80 years after Bequerel's breakthrough, Albert Einstein received a Nobel Prize in 1921 for his theories explaining the photoelectric effect. US semiconductor researcher Russell Ohl patented the modern solar cell in 1946 and US-based Bell Laboratories made a major breakthrough in solar cell efficiency in 1954.

      Today, economic and environmental realities are refocusing attention on solar power technology, and in Taiwan, high levels of research and development are prevalent in the sector, especially in Tainan County's Southern Taiwan Science Park (STSP), where many of the major players in the solar industry now etch the steel and glass profiles of their headquarters buildings against the sky. These companies are combining innovative engineering with an environmental slant and the entrepreneurial genius for which Taiwan is renowned.

      Appropriately, the first Solar Optoelectronic Equipment Forum and Exposition was held in Tainan County in May. Jointly organized by the Industrial Technology Research Institute, the Taiwan Photovoltaic Industry Association and the Taiwan Optoelectronic and Semiconductors Equipment Association, the show zeroed in on future trends in the industry while highlighting current achievements in research and development (R&D).

      The Rooster Crows

      Cock Rooster Lighting Co. takes its name from the rooster of the Chinese Zodiac, which is not coincidentally the zodiac sign of founder and president Hsu Minka. Hsu began business in his hometown of Pingtung in southern Taiwan as a conventional incandescent lighting manufacturer some 20 years ago. However, he soon began to ponder how to earn a profit by providing greener lighting sources.

      Saving the environment, he thought, could only come about through committing to the use of solar power. To that end, his company outsourced the production of solar cells and repackaged them in a way no one had dreamed of doing before. Enter Cock Rooster's ingenious Solar Puzzle 305 solution, which features 10-watt modules that can be connected to each other to form larger panels with higher outputs.

      Cock Rooster's secret lies in its patented design that allows its modules to be connected together into panels, as well as in Lucite, the material that encloses the solar cells. Lucite is an acrylic material that resists dust, is waterproof and offers 92 percent light transmission. It is also strong--at the center, Cock Rooster's panels are able to bear a load of up to 100 kilograms. "Our new Puzzle 305 uses the same packaging material that is used in a fighter jet's cabin windows, and it can be connected up like a puzzle to fit any application," says Albert Yang, the company's sales manager.

      LoF Affair

      While Cock Rooster offers custom solar energy solutions for homes and offices, LoF Solar Corp. has developed a concept that is helping solar panels shake their stodgy image. In short, LoF's solar panels improve the energy efficiency of colored solar cells, making them suitable for use on building exteriors, a technique known as building-integrated photovoltaics.

      LoF CEO and chairman Hwang Huey-liang, a Taiwanese inventor and former academic, was one of the most gifted students of the late J.K. Loferski, a pioneer in the commercialization of photovoltaics in the 1950s.

      Loferski visited Taiwan on numerous occasions and was a keynote speaker at the 1980 convention of the Chinese Engineering Society in Kaohsiung, where, before more than 1,000 delegates, he declared that sunlight energy was "the last frontier of mankind." Inspired by his erstwhile mentor--it is not hard to guess the inspiration behind LoF's name--Hwang and his team are busily heading toward Loferski's last frontier. "The fundamental principles [of solar cells] are easy to know, but not easy to fully understand," Hwang says. "On top of this you need the innovation that contributes to future development."

      Conventional solar cells are constructed like wafers, he explains, and usually have a blue tint because they have a thin coating of silicon nitrite that prevents sunlight from being reflected. In the past, this meant that architects who designed solar buildings had only one color with which to work. Addressing this deficiency, solar cell manufacturers began developing thin color films to allow specific colors to filter through, effectively creating cells of that hue. However, these colored solar cells were significantly less efficient--11 to 15 percent less--than uncolored ones. LoF's breakthrough, arrived at through extensive R&D, has been to close that efficiency gap to less than 1 percent.

      LoF began business earlier this year and will begin in-house production of solar cells in 2009. The company's market research indicates that in the next few years, the use of solar energy products is expected to rise 15 percent. Hwang predicts that within the next five years, Europe--with Germany at the forefront--will be the biggest market for solar energy products. To meet this anticipated demand, LoF plans to produce 2 gigawatts of solar cells by the end of the next decade.

      A Bright Idea

      Motech Solar Inc., another business founded by an academic, is now one of the fastest growing companies in Northeast Asia. Motech is the world's sixth largest producer of solar cells and Taiwan's top player in this sun-fueled industry. It is also taking a leading role in initiating construction of the new Solar City in STSP with an investment of NT$100 million (US$3.3 million). The Solar City will feature an energy infrastructure grid that will eventually serve 4,000 users. Users will also receive government subsidies for installing their own solar energy generation facilities supplying 2 kilowatts or more--equal to the amount of electricity needed to supply a normal household. Excess generated power will be fed back into the grid.

      Motech's story began a little more than 10 years ago when Simon Tsuo was traveling through the western reaches of mainland China. During his visit, Tsuo, a former researcher for Stanford University, NASA and the US National Renewable Energy Laboratory, tried to turn on a light. However, a power failure meant that he had to read by candlelight instead. Still, the power outage led Tsuo to ponder alternate energy sources, which led him to think again about solar energy. And although the literal light bulb did not turn on, a figurative one about starting his own solar power business did.

      Tsuo struggled to raise capital at first. However, after he talked about his ideas with one of his former classmates, Cheng Fu-tien, Cheng discussed Tsuo's solar vision with members of a Rotary Club chapter in Tainan. Cheng must have made an impressive sales pitch, because members of the club invested NT$152.2 million (US$5 million) in the budding business.

      Startup capital secured and with Cheng serving as company chairman and Tsuo as CEO, Motech began building a plant at STSP in February 2000. Operations began in July that year as Motech became the first Taiwanese company to produce silicon solar cells. Today, with a 450-member staff, the company is steadily enlarging its global operations. Motech predicts that its output capacity in Taiwan and mainland China will surge to 2 gigawatts worth of solar panels in the next three to five years. The company's US affiliate, AE Polysilicon Corp., will begin volume production sometime in 2009 with an output of 100 megawatts of solar cells per year.

      While working to beef up output capacity, Motech has also won lucrative orders, including one from California-based Solar Power Inc. for 11 megawatts worth of 6-inch (15.2-centimeter) solar cells and another from Solar Semiconductor of India for 120 megawatts worth of solar cells. Motech and Solar Semiconductor have also agreed to work together on development of thin-film solar cell technology and silicon-wafer supplies.


      Civic Power

      In February this year, Taiwanese company E-TON Solar completed installation of solar panels that provide power for London's City Hall. The total installed capacity of E-TON's panels now equals some 50,000 kilowatt hours each year--or 1.5 percent--of the building's electrical needs. That may not sound like much, but it will prevent more than 28,000 kilograms of carbon dioxide emissions from fossil fuel-fired power plants from entering the atmosphere each year. Moreover, the project demonstrated the feasibility of retrofitting uniquely designed buildings with solar cells, a task that was not easy given the structure's domed roof and "eyelash" shading system.

      Concerned about the effects of global warming and resource depletion, E-TON chairman Stephen Wu took up the cause of solar energy when he started the company in 2002. His personal dedication has become E-TON's corporate mission, as the company focuses on developing solar cells to "provide safe, reliable, and clean energy, which will benefit our society and our children."

      Accordingly, E-TON Solar is developing products with innovative technologies such as a process that employs gases to deposit thin, solid films on silicon substrates, resulting in more efficient, higher voltage cells. Current annual production capacity is 200 megawatts and will expand to 320 megawatts by the end of this year.

      Pulling off the City Hall contract is more than just a feather in Wu's cap--it is more like a badge of honor for good corporate policy and clean green sense. Today, with the cost of fossil fuels rising to all-time highs and concerns mounting over carbon emissions and global warming, local solar cell manufacturers such as E-TON are relying on Taiwan's established strengths--entrepreneurial spirit, R&D capacity and technical capability--to help solve some of the world's most pressing issues.
      _____________________________
      David Monson is a writer and media consultant based in Taipei.

      Lighting Up with LED

      Generating electricity with solar panels can help cut reliance on fossil fuels, but if that electricity is wasted because it is used in inefficient electrical devices, real cost savings--and environmental benefits--will be slight. This is why Cock Rooster teamed up with Taiwan light emitting diode (LED) manufacturer Everlight on an innovative traffic-light project in Kaohsiung.

      With Cock Rooster's solar panels providing the power and Everlight the LED lighting, the city's new traffic signals require just 20 watts of electricity, compared with the 150 watts drawn by traffic signals with incandescent bulbs. The LED lights also last up to 10 years, compared with the two years for incandescent bulbs in conventional traffic signal lighting. There can be as many as 400 Everlight LEDs arranged in a typical traffic signal head, whereas older signal heads have three incandescent bulbs.

      Malaysian-born and US-educated electrical engineer P.L. Chew heads up Everlight's Infrared Products Business Unit. A self-professed "sensor freak," he lights up like an LED when he speaks about the company's technology, components and products. Although Chew admits that LED lighting is not yet as available as traditional fluorescent and halogen lights, it is "very much a part of tomorrow," he says.

      In an LED there are no filaments to heat up as in traditional lights. Instead, the light is created by a cleverly designed, tiny electronic chip. The lights are extremely energy efficient, converting approximately 90 percent of the electricity they consume into light. Incandescent bulbs convert only 10 to 15 percent.

      The fact that LED modules are expensive, Chew explains, is offset by their long life expectancy and the fact that single lamps in larger arrays can be replaced if they burn out. "If LED lighting is already in the office, then there's no reason why it shouldn't be in the home," he says. "Everlight will spearhead the campaign to get it there.
      --David Monson

      Copyright © 2008 by David Monson
      Avatar
      schrieb am 14.08.08 14:04:51
      Beitrag Nr. 106 ()
      von gestern:


      Aktien des Solarzellenproduzenten Motech brechen ein
      Die Aktien des taiwanesischen Solarzellenproduzenten Motech knicken im Tagesverlauf um 19,2 Prozent auf 3,67 Euro ein, ohne das kursrelevante Nachrichten für das Unternehmen vorliegen. Das Wertpapier wurde Anfang Juni noch bei über 5,80 Euro gehandelt und befindet sich seitdem in einer Abwärtsbewegung.
      Avatar
      schrieb am 21.08.08 08:18:29
      Beitrag Nr. 107 ()
      alt, aber nett als Hintergrundinfo:


      NOVEMBER 14, 2005

      Where solar cells are hot stuff

      During a trip to the far reaches of western China in 1995, Simon Tsuo had a problem turning on the lights. An electricity failure forced the 57-year-old former researcher from the U.S. National Renewable Energy Laboratory in Colorado to read by candlelight.


      Now Tsuo has found a cheap and efficient way of bringing light to rural China -- and the rest of the world. As CEO of Taiwan's Motech Solar, a division of Motech Industries Inc., he is churning out 6-in., wafer-thin photovoltaic solar cell batteries at a significantly lower cost than competitors such as the U.S.'s SunPower Corp. and Japan's Sharp Corp. (SHCAY ) The batteries are used in solar panels and convert light into electricity.

      As a result, the seven-year-old startup is sizzling. Motech's sales are expected to grow 97%, to $143 million, for the year ending Dec. 31, according to KGI Securities Co. The company's stock price is up 500% since last October on those stellar returns.

      Not bad for a startup that was laughed out of town in the mid-1990s. "People thought I was joking when I went to them about funding," says Tsuo. "I didn't have any business experience or manufacturing expertise, so no venture capitalists would help."

      It didn't matter. Tsuo's old school buddy, Cheng Fu-tien, chairman of testing- instrument maker Motech Industries, was looking to bolster his flagging business. Cheng raised $5 million at the local Rotary Club, and production started in 1999, with fewer than 20 employees at Tainan Science Park in southern Taiwan.

      In those early days, Tsuo was forced to roll up his sleeves and train engineers himself. He worked exhausting 70-hour weeks. The company's first sales coup came in 2001, when a German company responding to a government green initiative placed a large order. Now Motech Solar boasts 450 engineers and production staff and contributes 95% of Motech Industries' income. Europe has become its biggest market, accounting for 50% of revenues, followed by China's 20% and Japan's 15%.

      FIND THE WAFER
      So what's next? The company has spent $9 million on a new plant in Tainan and has earmarked a further $9 million to ramp up capacity from 1.6 million solar cell pieces a month earlier this year to 2.5 million by the end of November. And Tsuo says the company may begin producing its own solar panels in a couple of years. It may have to, since competitors like Taiwan's E-TON, a green energy company, and Powerchip Semiconductor Corp., Taiwan's second-largest DRAM chipmaker, are going into the business as well.

      Motech's biggest challenge right now is finding enough silicon wafers to jack up its production of solar cells and keep up with demand. Makers of semiconductors are soaking up most of the supply, though more is expected to come online from China by the end of the year. They might have laughed at him once, but Simon Tsuo is riding the green wave all the way to the bank. There's a side benefit, too: If the solar movement spreads far enough, it might help keep those lights lit in western China.
      Avatar
      schrieb am 21.08.08 12:10:06
      Beitrag Nr. 108 ()
      Avatar
      schrieb am 26.08.08 12:14:11
      Beitrag Nr. 109 ()
      Motech secures additional polysilicon from DC Chemical


      Latest news
      MOPS, August 25; Esther Lam, DIGITIMES [Tuesday 26 August 2008]

      Motech Industries announced that it has secured two additional polysilicon contracts from DC Chemical (DCC), according to company filings with the Taiwan Stock Exchange (TSE).

      Under the new contract terms, DCC will supply polysilicon to Motech from January 1, 2009 to December 31, 2016. The eight-year contract is worth about US$167 million.

      In related news, Motech also announced its financial results for the first half of 2008. The solar-cell maker recorded non-consolidated sales up 57% on year at NT$10.9 billion, thanks to consistent sales growth of solar cells.

      Operating margins averaged 15.4% only in the first half due to high material costs and relatively high sales exposure to 5-inch solar cell, Motech explained. Profits declined by 32% on year to NT$877 million, primarily due to exchange losses as recorded in the first quarter. Motech stressed that it still managed to have profit from its core operation by excluding the exchange losses in the first quarter. Earnings per share (EPS) in the first half of the year were NT$3.52 (ex dividend).
      Avatar
      schrieb am 22.10.08 07:40:49
      Beitrag Nr. 110 ()
      Motech and E-Ton optimistic about 2009 solar business

      Latest news
      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Wednesday 22 October 2008]

      Crystalline silicon solar cell makers Motech Industries and E-Ton Solar Tech are optimistic regarding their business operations in 2009. Motech plans to expand its total annual production capacity to 800MWp while E-Ton has already secured total orders of 400MWp, according to the two companies.

      Motech shipped 77.3MWp of solar cells in the third quarter of 2008 and 203.1MWp during the first three quarters of this year, the company said. Motech's share of global solar cell production will drop slightly from 4.1% for sixth ranking in 2007 to 4% for the seventh place in 2008, the company pointed out. This year, Motech will rely equally on long-term contracts, in-house production, and the spot market for its supply of silicon wafers, the company noted.

      Motech's long-range business goal is to become a global supplier of key components, mainly solar cells, inverters and charge controllers, the company emphasized.

      E-Ton has provided high-efficiency solar cells at a energy conversion rate of 18% for the PV system installed in London City Hall, and will ship 1MWp of such cells for use in a solar power park located in New York City in 2009, the company indicated. E-Ton plans to turn out 50MWp of such high-efficiency solar cells, with gross margins expected to be five percentage points higher than those of ordinary cells, the company indicated.

      E-Ton expects solar cell prices to drop by 8-10% in 2009 from 2008, and thinks material costs are likely to slip as well.


      http://www.digitimes.com/news/a20081021PD215.html
      Avatar
      schrieb am 22.10.08 12:53:18
      Beitrag Nr. 111 ()
      groSolar To Distribute Motech Inverters In North America
      in News Departments > Projects & Contracts
      by SI Staff on Monday 20 October 2008
      email the content item print the content item

      Solar energy solutions provider groSolar has formed an agreement with Motech Industries Inc. of Taiwan. The agreement provides groSolar with the exclusive right to distribute Motech's PV inverters to its network of solar dealers across North America.

      Motech's PVMate inverters are suitable for residential or light commercial applications. They perform at high efficiency, enable flexibility for system designers, and allow easier installation and service for system installers, the company says.

      SOURCE: groSolar
      Avatar
      schrieb am 12.11.08 00:05:17
      Beitrag Nr. 112 ()
      Motech and E-Ton see revenues growth disrupted in October due to firm pricing policy


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Tuesday 11 November 2008]

      Motech Industries and E-Ton Solar Tech, two major Taiwan-based crystalline silicon solar cell makers, witnessed a slip in revenues for October 2008 mainly because they turned away low-price orders, according to the two companies.

      Motech booked revenues of NT$2.101 billion (US$64 million) a slip of 10.20% sequentially while E-Ton recorded sales of NT$1.501 billion a drop of 6.86%. Motech's September 2008 revenues represented the company's sixteenth consecutive record high and E-Ton was also on a seven month earnings streak.

      Several smaller players in Taiwan and China quoted as low as US$2.8 per watt in the spot market in September-October 2008 mainly because they were short of cash, but Motech was unwilling to join the price-cut competition in order to maintain a certain level of profitability, the company emphasized. Motech's annual production capacity of 60MWp in China came into operation in September 2008, with expected output of 10MWp for this year, the company said.

      E-Ton has been preparing to shift its production to higher energy conversion rate solar cells, and only accepted orders with prices above US$3 per watt in October, the company indicated. E-Ton quoted US$3.3 per watt on average for contract supply for the third quarter of 2008 and may lower its contract prices by up to 5% in November-December this year, the company noted.
      Avatar
      schrieb am 18.12.08 09:30:57
      Beitrag Nr. 113 ()
      Motech wins 1MWp solar energy contract from Taiwan state-run power firm


      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Thursday 18 December 2008]

      Motech Industries, a maker of crystalline silicon solar cells, has won a NT$200 million (US$6 million) contract from the state-run Taiwan Power Company (Taipower) for setting up a solar power generating system with an annual capacity of about 1MWp in southern Taiwan, according to industry sources.

      Taipower plans to establish several solar power generating systems separately at its thermal power plants with total annual capacity of 10MWp by 2010, the sources indicated. Motech landed the contract for Taipower's second solar power generating system, with the first one with 1.5MWp to be set up by Delta Electronics, the sources pointed out.

      Motech will be responsible for system design, procurement and installation of equipment, as well as maintenance after operation, the sources noted.

      Motech has so far obtained about 200 projects of designing and/or establishing small-scale solar power generating systems, including one completed in Marshall Islands and another under construction in Palau, the sources said.
      Avatar
      schrieb am 29.12.08 09:39:41
      Beitrag Nr. 114 ()
      Taiwan solar cell makers Motech, E-Ton said to land orders from BP Solar


      Latest news
      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Tuesday 23 December 2008]

      BP Solar International, a subsidiary of BP (previously named British Petroleum), has decided to shut down its factory of solar cells and panels at Sydney, Australia, at the end of March 2009, the company will outsource production to a China-based maker as well as Taiwan-based Motech Industries and E-Ton Solar Tech, with the latter two each obtaining a 3-year order for 150MWp (megawatt-peak) of solar cells in total, according to industry sources in Taiwan.

      Motech and E-Ton neither confirmed not denied the report. The two companies will undertake the outsourced production from early 2009 to 2011, the sources indicated.

      According to a BP Solar press release, the closing of the factory was because the production scale was too small to be competitive in cost in the global market and expansion of the factory was not practical. BP Solar still maintains production in the US, India, Spain and China, the company indicated.

      In related news, Motech's board of directors on December 22 approved the company's plan to add investment in US-based AE Polysilicon through purchasing 6.733 million preferred shares issued by the latter at US$45 million, thereby increasing its stake in the latter to 25.38%, according to a Motech filing with the Taiwan Stock Exchange. AE Polysilicon is scheduled to enter into trial production of solar-grade polycrystalline silicon at the beginning of the second quarter of 2009 and volume production will kick off the following quarter, Motech pointed out.
      Avatar
      schrieb am 29.12.08 13:31:26
      Beitrag Nr. 115 ()
      Motech Signs Exclusive North American Distribution Agreement With North America’s premier solar energy solutions provider groSolar
      San Diego, CA– Motech Industries Inc., leading PV inverter manufacturer today announced an agreement with North America’s premier provider of solar energy solutions, groSolar of U.S.A. The agreement provides groSolar with the exclusive right to distribute Motech’s industry-leading PV inverters to their expansive network of premium solar dealers across North America.

      By partnering with groSolar, Motech gains access to a well-established, geographically diverse distribution network that is the broadest of any North American solar provider.

      “This agreement with groSolar is a continuation of Motech’s marketing efforts to sell its PV inverter products to international markets by leveraging established sales channels”, said Dr. Simon Tsuo, CEO of Motech Industries Inc., which was established in Taiwan 27 years ago. “We look forward to a long and rewarding relationship with groSolar.”

      Suitable for residential or light commercial applications, Motech’s line of PVMate inverters are the most efficient inverters in their class. “Motech has successfully developed a series of PV inverters that perform at high efficiency, enable greater flexibility for system designers and allow easier installation and service for system installers,” said Jeff Wolfe, co-founder and CEO of groSolar. “As the sixth largest solar cell manufacturer in the world, Motech has the capabilities and resources to deliver quality products which will enable us to provide reliable inverter technology and meet the growing customer demands.”

      “In developing our relationship with Motech I have been consistently impressed their commitment to quality, reliability and industry leading inverter performance” said John Berdner Vice President of Technology for groSolar.

      Offering world-class performance, Motech’s inverters are expected to quickly become a favorite of installers. Lightweight, simple to install and featuring a very low-profile, the inverters lower installation costs by requiring only one person for installation groSolar is developing accessories for the inverter, including true plug-and-play inexpensive monitoring.
      The Motech/groSolar agreement was announced at the Hard Rock Hotel San Diego as part of the largest solar power conference and expo in the United States - Solar Power International 08.

      About Motech®
      Established in 1981, Motech Industries Inc. (Taiwan OTC Stock Code: 6244) is the sixth largest solar cell manufacturer in the world in 2007 according to Photon International Magazine. In addition to solar cells, Motech Solar division also manufactures polycrystalline silicon ingots and wafers. With annual sales of over US$500 millions in 2007 and expected solar cell manufacturing capacity of 580 MW in 2008, Motech provides high-quality solar cells to module manufacturers worldwide. Since 2006, Motech Instruments division has started the manufacturing and shipment of grid-tied photovoltaic inverters for the solar industry. Motech Power division is involved in the design and installation of solar photovoltaic systems in Taiwan. Www.motech.com.tw

      About groSolar®
      groSolar is North America’s premier solar power company focused on designing, distributing and installing high quality solar electric and solar hot water systems. groSolar provides residential installation in the eastern US, and commercial installation in California as well as the eastern US, serving other areas through an extensive dealer network. With a system of warehouses across the continent, groSolar has the broadest distribution capabilities of any solar provider. groSolar integrates components from leading solar manufacturers including Evergreen Solar into efficient solar energy systems for its customers that generate clean, reliable energy for decades. groSolar.com
      Avatar
      schrieb am 09.03.09 18:03:38
      Beitrag Nr. 116 ()
      Filing an TWSE:


      2009/01/08 To which item it meets article 2 paragraph 20
      Statement



      1.Name and nature of the subject matter (e.g.land located at
      Sublot XX, Lot XX, North District, Taichung City):Equipment for wafer
      manufacturing

      2.Date of the occurrence of the event:2008/04/02~2009/01/08
      3.Transaction volume (e.g.XX square meters, equivalent to XX p'ing),
      unit price, total transaction price:NT$ 529,957 thousand
      4.Counterparty to the trade and its relationship with the company (if
      the trading counterpart is a natural person and is not an actual
      related party of the Company, the name of the trading counterpart is not
      required to be disclosed):4 equipment suppliers, including Siliken. All
      non-related parties.
      Avatar
      schrieb am 23.03.09 10:02:46
      Beitrag Nr. 117 ()
      Motech to expand solar wafer-slicing capacity by 60MWp

      Latest news
      DIGITIMES WiMAX portal

      Advertisement
      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Monday 23 March 2009]

      Motech Industries, a Taiwan-based maker of crystalline silicon solar cells, is expanding its capacity of poly-Si wafer slicing from an annual level equivalent to 100MWp currently to 160MWp, with the expansion to be completed in mid-2009, according to the company.

      In order to secure supply of wafers for solar cell production, Motech has installed an annual capacity of 100MWp for ingot growing and slicing, the company indicated. For the additional annual wafer-slicing capacity of 60MWp, Motech will rely on outside supply of ingots, the company said.

      According to industry sources, slicing ingots into wafers is technologically challenging, for the number of wafers sliced from an ingot may vary with slicing performance and therefore results in different operating costs. This is why many solar cell makers are not engaged in slicing ingots themselves, the sources said.

      Motech had an annual solar cell capacity of 450MWp in 2008, during which its output was 270-280MWp, the company said. It plans to increase the capacity to 590MWp and output to 400MWp in 2009.
      Avatar
      schrieb am 25.03.09 08:16:18
      Beitrag Nr. 118 ()
      Motech CEO says mergers expected in solar industry
      By Elizabeth Tchii
      STAFF REPORTER
      Wednesday, Mar 25, 2009, Page 12

      Simon Tsuo (左元准), chairman and chief executive officer of Motech Industrial Inc (茂迪), said yesterday that mergers and acquisitions were expected in the solar energy sector because more companies were entering the market with similar products.

      “At some point you have too many companies in China and Taiwan — as well as the rest of the world — manufacturing the same thing,” he said.

      “With the herd mentality in the last couple of years, there’s bound to be a shakeout in the industry, with small players eliminated or bought out and left with all but the really big players,” Tsuo told a solar energy forum in Taipei.

      Tsuo said the mergers and acquisitions were likely in the near future.

      Tainan-based Motech ranked No. 1 in Taiwan last year for crystalline silicon solar cell manufacturing with 265 megawatt (MW) capacity, with Gintech Energy Corp (昱晶能源) and E-ton Solar Tech Co (益通光能) coming in second and third with 180MW and 115MW in production respectively, a Credit Suisse report showed.

      The firm is the sixth-largest solar cell manufacturer in the world.

      “This year, we have a production forecast of 590MW — almost double what we produced last year — because our investments in AE Polysilicon Corp in the US and in a manufacturing plant in China are helping to add to our bottom line,” Tsuo said.

      The solar industry has been suffering from a glut of solar cells since October last year, a problem that Tsuo said would take time to digest.

      According to research by market intelligence firm iSuppli Corp, Europe produced the most solar cells last year at 27.4 percent, followed by China at 25.8 percent, Japan at 16.2 percent and the US at 13.7 percent.

      The rest of the world produced 16.9 percent of solar cells.

      “But we are still a long way from actually using solar energy in our day-to-day lives, as China’s solar energy usage is only 1.3 percent of its entire energy consumption, while Japan and the US are not much more advanced at only 4.1 percent and 6 percent of their respective total energy use,” Tsuo said.

      He hoped that as people around the world came to understand the importance of renewable energy, they would embrace the technology sooner rather than later.

      “I hope deputy director-general Li Junfeng [李俊峰] of the National Development and Reform Commission in China’s Energy Research Institute is wrong about China fully adopting solar energy by 2050 because that is simply too far away,” Tsuo said.

      Founded in 1999, Motech operated as a simple solar cell production company.

      “Buying wafers, making solar cells, then selling solar cells was what we did at the time, when the industry was in its infancy,” Tsuo said. “With 80 percent of our cost based on wafer prices, we quickly learned that this was not the way to do business in the long term,” Tsuo said.

      Since 2004, the firm has been investing in the US and China and diversifying its portfolio, he said.
      This story has been viewed 355 times.
      Avatar
      schrieb am 14.04.09 12:35:26
      Beitrag Nr. 119 ()
      Taiwan maker Motech ranks eighth in 2008 worldwide PV output

      Latest news
      DIGITIMES WiMAX portal

      Advertisement
      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Friday 10 April 2009]

      Taiwan-based Motech Industries turned out 272MWp of crystalline silicon solar cells in 2008 to rank eighth among all producers of silicon-based solar cells or thin-film photovoltaic (PV) modules around the world, industry sources cited statistics by Photon International as indicating.

      Based the total volume of 5,500MWp for PV systems installed around the world in 2008, Motech had a global market share of 4.95%, the sources said. Motech was the only Taiwan-based maker among the global top-10 players in 2008, but Photon International expects Gintech Energy, another Taiwan maker, to make it to the top-10 ranking in 2009, the sources indicated.
      Avatar
      schrieb am 20.04.09 07:37:32
      Beitrag Nr. 120 ()
      Motech sieht den aktuellen SI-Spotpreis bei 100USD/kg:

      http://www.digitimes.com/news/a20090420PD200.html
      Avatar
      schrieb am 29.04.09 15:54:30
      Beitrag Nr. 121 ()
      Avatar
      schrieb am 13.05.09 14:40:03
      Beitrag Nr. 122 ()
      13.05.2009 09:10
      Motech (6244.tw) Announces 2009 Q1 Quarterly Results

      TAIPEI, Taiwan, May 13 /PRNewswire-Asia-FirstCall/ -- Motech Industries Inc. (News) (Stock Code: 6244.tw) ("Motech", "We", or the "Company"), one of the world's leading producers of photovoltaic (PV) cells, today reported unconsolidated net revenues1 of NT$ 4,021 million for the first quarter of 2009 (1Q09), down 18% year-over-year and 22% sequentially respectively. Net income for the quarter was NT$ 51 million, down 81% year-over-year and 90% sequentially respectively. Earnings per share (EPS) for the quarter were NT$ 0.20(note 1), compared to NT$ 1.08(note 3) for 1Q08 and NT$ 2.04(note 2) for 4Q08.

      On a consolidated basis, the Company reported net revenues of NT$ 4,167 million, down 15% from the same period of 2008. Consolidated gross profit and operating income amounted to NT$ 145 million and NT$ 1.93 million, down 82% and 99% from the same period of 2008 respectively. Consolidated net income for 1Q09 was NT$ 48 million, down 82% year-over-year.

      About Motech Industries Inc.

      Motech Industries Inc. (formerly Meter International Corporation before 1998) was founded in 1981 as a designer and manufacturer of test and measurement instruments. The company entered into solar cell production in 1999, and is a pioneer in the manufacturing and marketing of high-quality single and multi-crystalline silicon solar cells in Taiwan.

      Today, the company is the largest solar cell manufacturer in Taiwan and one of the top ten manufacturers worldwide in terms of production capacity and output in 2007. "Modern Technology for a Sustainable World" is the company's motto to emphasize its strong dedication to developing a sustainable world and to encouraging the use of renewable sources of energy so that we, as citizens of the world, can breathe easier in the years to come. Motech is a publicly traded company on Taiwan's Over-the-Counter (OTC) market with the trading code of 6244.

      For more information about Motech, please visit http://www.motech.com.tw/ . If you have any questions, please feel free to contact us! Dylan IR Department Tel: +886-6-5050789 Fax: +886-6-5051789 Email: info@motech.com.tw

      Motech Industries Inc.

      CONTACT: Dylan, +886-6-5050789, Fax, +886-6-5051789, info@motech.com.tw
      Avatar
      schrieb am 13.05.09 20:34:00
      Beitrag Nr. 123 ()
      Antwort auf Beitrag Nr.: 37.164.532 von R-BgO am 13.05.09 14:40:03der Thread-Titel ... "Führender Solarzellenhersteller - Nr.4 oder Nr.5 der Welt" ... :rolleyes:

      ... laut der letzten Photon-Ausgabe wurde Motech in 2008 von einigen chinesischen Newcommern ueberholt ...

      Inzwischen wuerde ich bezweifeln, dass Motech noch in der Top-10 der Welt ist... Suntech, Solarfun, Yingli, CEEG, China Sunergy ... alles Giganten, die Motech wahrscheinlich bereits ueberholt haben ...

      ... bei den neuen Projekten in China wird mir schwindelig ... LDK baut gerade eine Produktionsstaette fuer Wafer auf 2 Quadratkilometern Flaeche auf ... :eek:
      Avatar
      schrieb am 22.05.09 22:32:15
      Beitrag Nr. 124 ()
      Green Energy to issue debt, global depositary receipts
      By Lisa Wang
      STAFF REPORTER
      Saturday, May 23, 2009, Page 12

      Green Energy Technology Inc (綠能科技), the nation’s biggest solar wafer supplier, yesterday said it had won shareholder approval to issue as many as US$50 million in convertible bonds, mainly to finance the expansion of a wafer slicing plant and to repay debt.

      The chipmaker also planned to use part of the proceeds to buy raw materials from overseas suppliers, a company statement filed with the Taiwan Stock Exchange said.

      It has hired Citigroup Global Markets Ltd and Deutsche Bank AG’s Hong Kong branch to handle the bond issue.

      In addition, Green Energy shareholders also gave the go-ahead to a plan to create an extra 50 million common shares in the form of global depositary receipts, which would help the company raise NT$585 million (US$17.9 million) based on the stock’s closing price of NT$117 yesterday.

      During the annual shareholders’ meeting, shareholders also approved a proposal to distribute a NT$5 per common share cash dividend and a 20 percent stock dividend based on last year’s earnings of NT$1.4 billion, or NT$13.91 a share.

      Separately, the nation’s biggest solar cell maker, Motech Industries Inc (茂迪)
      , said yesterday that its board had approved a plan to double its stake in polysilicon supplier AE Polysilicon Corp to 50.2 percent by subscribing for US$25 million in the company’s convertible bonds.

      The move aimed “to increase the company’s presence in the solar industry and obtain a stable supply of raw materials to make solar cells,” company spokesman Norman Shen (沈楨林) said in a filing to the Taiwan Stock Exchange.

      Motech will subscribe for 3.74 million AE Polysilicon preference shares at US$6.68 per share. Motech currently holds a 25.38 percent stake in the Philadelphia-based polysilicon supplier.

      The investment will be made via two Motech subsidiaries, Power Islands Ltd and Cheer View Investment Ltd, the company filing said.

      The Tainan-based solar cell maker has inked a supply agreement with AE Polysilicon under which the firm will supply a total of 2,500 tonnes of polysilicon to Motech by 2011.

      Green Energy shares fell 2.9 percent to NT$117, while Motech shares jumped 3.48 percent to close at NT$119 yesterday.
      Avatar
      schrieb am 08.06.09 19:02:18
      Beitrag Nr. 125 ()
      Motech introduces color solar cells

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Monday 8 June 2009]

      Motech Industries has launched color poly-Si solar cells with energy conversion rates of 12-15%.

      Motech's color solar cells are currently in the process of certification by potential clients, according to industry sources. The color coating on the surface the solar cells does decrease absorption of sunlight. Energy conversion rates of Motech's color cells range from 12% to 15% depending on color, the sources pointed out.

      Color polycrystalline silicon solar cells produced by Motech Industries
      Avatar
      schrieb am 09.06.09 09:16:36
      Beitrag Nr. 126 ()
      Solar cell maker Motech to procure wafers via open bid

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Tuesday 9 June 2009]

      Motech Industries, a leading solar cell maker in Taiwan, plans to procure solar-grade poly-Si wafers through open-bid competition, the first time a local company has resorted to such a procurement model, according to industry sources.

      Motech has sent invitations to potential suppliers, but it remains uncertain how many suppliers will join the competition, or what conditions Motech has set for the race, the sources said.
      Avatar
      schrieb am 10.06.09 07:34:06
      Beitrag Nr. 127 ()
      Solar cell maker Motech sees May revenues down over 20% on month


      Motech Industries, a Taiwan-based solar cell maker, on June 9 reported unaudited consolidated revenues of NT$983.8 million (US$30.3 million) for May, an unexpected drop of 20.72% on month mainly due to a delay in shipments.

      Four other fellow makers have also released revenue figures for May.

      http://www.digitimes.com/news/a20090610PD202.html
      Avatar
      schrieb am 28.06.09 12:51:51
      Beitrag Nr. 128 ()
      Motech to ship more efficient solar cells
      By Lisa Wang
      STAFF REPORTER
      Saturday, Jun 27, 2009, Page 12

      The nation’s biggest solar cell maker, Motech Industries Inc (茂迪), yesterday said it planned to ship new higher conversion efficiency products next quarter, which the company said would help it cement its market position.

      Motech, based in Tainan, said the new technology, dubbed X-Cell, will help boost the conversion efficiency rate to more than 17.5 percent, allowing the company to generate more electricity on the same sized mono-crystalline silicone solar cells, a filing to the Taiwan Stock Exchange said yesterday.

      The company also said it did not have to invest extra capital on purchasing new equipment for using the latest technology.

      Last month, Motech chairman Simon Tsuo (左元淮) forecast that shipments would grow next quarter from the second quarter as demand rebounds.

      Tsuo also said the company would keep unchanged its goal of increasing output by 44 percent to 400 megawatts this year compared with last year.

      Meanwhile, solar cell maker Neo Solar Power Corp (新日光), said on Thursday that its board had approved a plan to issue another 30 million common shares to finance equipment purchases.

      Neo Solar plans to more than double its capacity to 510 megawatts this year, from 210 megawatts last year. It also plans to boost its conversion efficiency rate to at least 16.8 percent this year, from last year’s 16.3 percent.
      Avatar
      schrieb am 29.06.09 23:48:58
      Beitrag Nr. 129 ()
      Motech offers 17.5% energy conversion X-Cell

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Monday 29 June 2009]

      Taiwan-based Motech Industries has announced a monocrystalline silicon (mono-Si) solar cell, the X-Cell, with an energy conversion rate of 17.5%, higher than the 17% for conventional mono-Si models.

      The better energy efficiency is achieved using a unique texturing process to enhance light trapping, Motech explained. While the texturing process does not need extra production equipment, the rise in conversion rate by 0.5 percentage point will be translated into an increase in gross margin by 2.9 percentage points, Motech said.

      Motech has begun volume production of X-Cell on 5-inch mono-Si wafers and will start production on 6-inch wafers in the third quarter of 2009, the company indicated. Motech plans to transform all mono-Si solar cells to X-Cell beginning in early fourth-quarter 2009, the company noted.

      Currently, mono-Si solar cells account for 40% of Motech's total output, with the remaining 60% being polycrystalline models, the company indicated.
      Avatar
      schrieb am 06.07.09 08:58:33
      Beitrag Nr. 130 ()
      Motech China subsidiary sees solar cell capacity booked up


      Staff reporter, Kunshan; Adam Hwang, DIGITIMES [Monday 6 July 2009]

      Motech (Suzhou) Renewable Energy, a China subsidiary of Taiwan-based solar cell maker Motech Industries, is running at full utilization and plans to raise quotes by 1-2% because current demand has already exceeded its capacity, according to the subsidiary.

      Located in Kunshan, eastern China, Motech (Suzhou), which has a capacity of 65MWp, procures silicon from the spot market and sells all of its solar cells to photovoltaic module makers in China, the company said.

      Motech (Suzhou) has won three open-bid projects offered by the Kunshan city government for supply of 180KWp solar cells, the company noted.

      The subsidiary will increase its total annual capacity to 130MWp by the end of 2009, the company said, adding in 2009 it plans to turn out 50MWp of solar cells.
      Avatar
      schrieb am 08.07.09 10:58:40
      Beitrag Nr. 131 ()
      08.07.2009, 10:06 Uhr

      RENIXX World schwach – Aktie von Motech Industries haussiert

      Münster – Der weltweite Aktienindex für regenerative Energien RENIXX World hat sich gestern nach der Talfahrt vom Vortag stabilisiert, das regenerative Börsenbarometer verlor leicht um 0,42 Prozent (-3,19 Punkte), Schlusskurs 751,4 Punkte. Zu Beginn startet der RENIXX zunächst mit deutlichen Gewinnen und erreicht am frühen Nachmittag ein Tageshoch von 764,31 Punkten. Mit der Eröffnung des amerikanischen Börsenhandels büßt der Index seine Gewinne jedoch wieder ein und notiert bei Handelsschluss knapp unter dem Schlusskurs vom Vortag.

      Verluste für Renewable Energy und China Windpower
      Die Aktien des norwegischen Solarunternehmens Renewable Energy Corporation (-8,7 Prozent, 4,85 Euro) verlieren am stärksten, gefolgt von dem chinesischen WEA-Produzenten China Windpower (-6,8 Prozent, 0,08 Euro). Ebenfalls zu den Verlierern zählen die Werte des Solarzellenherstellers JA Solar (-5,3 Prozent, 2,70 Euro) und American Superconductor (-4,5 Prozent, 17,12 Euro).

      Deutlicher Kursgewinn von Motech Industries
      Gewinner des Tages ist die Aktie des taiwanesischen Solarzellenproduzenten Motech Industries. Das Papier haussiert und verzeichnet ein Plus von 64 Prozent auf 2,69 Euro. Ebenfalls zulegen können die amerikanischen Werte von Broadwind Energy (+6,2 Prozent, 8,45 Euro) und First Solar (+2,4 Prozent, 108,01 Euro). Die Anteilsscheine des spanischen Wind- und Solarunternehmens Gamesa steigen um 1,63 Prozent auf 13,09 Euro. Das Unternehmen hatte bekannt gegeben, dass es einen Auftrag für die Lieferung von fünf Turbinen für einen Windpark in Mexico erhalten hat.

      Die Umsätze in den 30 RENIXX-Aktien an den zugrundeliegenden Börsen-Handelsplätzen betrugen gestern 35,81 Mio. Euro.
      Avatar
      schrieb am 10.07.09 15:34:48
      Beitrag Nr. 132 ()
      Motech June revenues up from May

      DIGITIMES Research - quarterly ICT and FPD shipments data and charts

      Advertisement
      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Friday 10 July 2009]

      Crystalline silicon solar cell maker Motech Industries had June revenues of NT$1.034 billion (US$31.6 million), representing an increase of 28.36% on month, according to the company. However, Motech's subsidiary in Eastern China had June revenues of NT$111.5 million, a drop of 38.04% from May.
      Avatar
      schrieb am 20.07.09 12:32:23
      Beitrag Nr. 133 ()
      To clarify Apple Daily's report (Section B5)

      Date of events 2009/06/17 To which item it meets article 2 paragraph 31
      Statement



      1.Name of the reporting media:Apple Daily, Section B5
      2.Date of the report:2009/06/17
      3.Content of the report:��Motech: shipments to increase 50% quarter-
      over-quarter in 3Q09...��
      4.Summary of the information provided by investors:N/A
      5.Company's explanation of the reportage or provided information:Due to
      the recovery of end-market demands in Europe and the United States,
      Motech (the ��Company��) expects industry shipments to grow in 3Q09.
      The Company still expects to ship 400 MW of solar cells in 2009,
      unchanged from the shipment target announced in the Company's annual
      report. The Company doesn't specific guidnace on 3Q09 shipments.
      Financial
      and other figures provided by the abovementioned media were not provided
      by the Company.
      6.Countermeasures:None
      7.Any other matters that need to be specified:None
      Avatar
      schrieb am 06.08.09 20:39:08
      Beitrag Nr. 134 ()
      Avatar
      schrieb am 31.08.09 08:24:32
      Beitrag Nr. 135 ()
      Solar cell makers Motech, E-Ton see net operating losses in 2Q0


      Latest news
      MOPS; Adam Hwang, DIGITIMES [Monday 31 August 2009]

      Taiwan-based solar cell makers Motech Industries and E-Ton Solar Tech have both reported losses for the second quarter and the first half of 2009.

      Motech swung from net operating profit of NT$1.93 million (US$58,750) in the first quarter to net operating loss of NT$203.3 million in the second quarter. E-Ton continued to see net operating loss of NT$469 million in the second quarter.

      Motech, E-Ton: Profitability, January-June 2009 (NT$m)

      Item Motech E-Ton

      Gross margin 1.61% (6.05%)

      Net operating loss 201 739

      Net loss 186 734

      Net loss per share (NT$) 0.63 5.81
      Avatar
      schrieb am 11.09.09 21:39:50
      Beitrag Nr. 136 ()
      Solar cell maker Motech sees decreased August revenues

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Thursday 10 September 2009]

      Taiwan-based solar cell maker Motech Industries on September 9 reported self-estimated consolidated August revenues of NT$1.292 billion (US$39.3 million), dropping by 9.58% on month. Motech will complete an expansion project in October 2009 to bring the company's total capacity to 600MWp, it said.

      Solar wafer supplier Green Energy Technology (GET) generated record revenues of NT$914 million in August, according to the company.

      Solar cell makers E-Ton Solar Tech and Neo Solar Power also reported self-estimated August revenues on September 9.

      Motech, GET, E-Ton and Neo Solar: Unaudited revenues, August 2009 (NT$b)

      Company


      Amount


      M/M


      Y/Y


      YTD


      Y/Y

      Motech*


      1.292


      (9.58%)


      (41.59%)


      10.146


      (34.09%)

      GET


      0.914


      26.43%


      11.03%


      4.881


      (17.15%)

      E-Ton


      1.102


      6.90%


      (29.33%)


      7.270


      (15.63%)

      Neo Solar


      1.100


      6.99%


      3.45%


      5.946


      (8.41%)
      Avatar
      schrieb am 13.09.09 17:58:19
      Beitrag Nr. 137 ()
      Antwort auf Beitrag Nr.: 37.966.019 von R-BgO am 11.09.09 21:39:50http://www.digitimes.com/news/a20090910PD218.html
      Avatar
      schrieb am 26.09.09 12:12:39
      Beitrag Nr. 138 ()
      Avatar
      schrieb am 07.10.09 20:36:53
      Beitrag Nr. 139 ()
      Skies bright for solar-cell maker Motech

      CLOUDY SUMMER: A summertime slump depressed prices, but the company says its factories should be fully utilized by next month as demand recovers in its major markets
      By Lisa Wang
      STAFF REPORTER
      Wednesday, Oct 07, 2009, Page 12
      Motech Industries Inc (茂迪), the nation’s biggest solar-cell maker, expects factories to be fully used by the end of the year, fueled by recovering demand in Europe and US, a senior executive said yesterday.

      Most solar companies fell into the red this year because of overcapacity as well as reduced government subsidies and bank financing on solar installations — and Motech was no exception. It lost NT$234 million (US$7.3 million) in the second quarter on falling prices.

      “We are seeing orders coming in quite steadily, so we are busy moving new equipment [to a new production line in China],” Motech chairman Simon Tsuo (左元淮) told reporters on the sideline of a press conference promoting this year’s photovoltaic trade show in Taipei.

      Tainan-based Motech plans to boost capacity by more than 30 percent this year to a revised-down 600 megawatt from 450 megawatt last year.

      “Demand is mostly from the European and US markets,” Tsuo said.

      More than 70 percent of Motech’s revenues come from the Europe and US markets.

      The company’s factories should be fully utilized by next month, reflecting reviving demand from a slump over the summer, which caused a steep decline in price, he said.

      Prices might slip more this quarter on early rebound, Tsuo said.

      Demand for solar modules would be better next year than last year, he said, and prices would not drop as much as this year’s 30 percent to 40 percent annual decline.

      In a recently released report, HSBC Securities said Motech should return to profit this quarter, helped by seasonal demand and stabilizing price.

      “Third quarter should be the peak in 2009 and shipments and selling price are likely to trend down in the fourth quarter,” HSBC Securities analyst Christine Wang said in the report.

      Wang gave an “under-weight” rating on Motech.

      Motech shares rose 1.27 percent to NT$87.7 yesterday on the GRETAI Securities Market.

      Meanwhile, organizers of Taiwan International Photovoltaic Forum and Exhibition said about 236 solar companies will be showcasing their products at the annual trade show, up 52 percent from last year.

      Exhibitors will include Germany’s GP Solar, LDK Solar Co Ltd (江西賽維) from China and Taiwan’s Motech, and Auria Solar Co Ltd (宇通光能).

      The show opens today at Taipei World Trade Center Exhibition Hall 1 and runs through Friday. A forum will be held in conjunction with the show at the Taipei International Convention Center.

      The show is only open to company representatives and people from the solar industry.
      Avatar
      schrieb am 09.10.09 10:34:47
      Beitrag Nr. 140 ()
      RENIXX World freundlich - Motech, SunPower und PV Crystalox gefragt

      Münster – Der weltweite Aktienindex für regenerative Energien RENIXX World zeigte sich gestern erneut freundlich und legte um 0,43 Prozent (+3,35 Punkte) zu, Schlusskurs 774,64 Punkte. Gewinne erzielte das regenerative Börsenbarometer insbesondere am Morgen, als es bis auf knapp 780 Punkte kletterte. Im weiteren Tagesverlauf gab der RENIXX dann einen Teil der Gewinne wieder ab.

      Solarwerte vorne
      Die größten Gewinner des Tages kommen aus der Solarenergiebranche. So legen Motech
      um 6,3 Prozent auf 2,03 Euro zu, SunPower klettern um 5,2 Prozent auf 20,80 Euro und PV Crystalox verteuern sich um 4,4 Prozent auf 0,88 Euro. Aus der Windenergiebranche standen die Aktien der beiden Getriebe-Produzenten China High Speed Transmissions Equipment Group (+3,5 Prozent, 1,50 Euro) und Hansen Transmissions (+3,1 Prozent, 1,35 Euro) auf den Kauflisten der Anleger.

      Canadian Hydro verlieren 5,7 Prozent
      Aktien des kanadischen Regenerative-Energie-Erzeugers Canadian Hydro Developers geben um 5,7 Prozent auf 3,30 Euro nach. Nach den Kursgewinnen an den vorangegangenen Tagen aufgrund des verbesserten Übernahmeangebots von TransAlta liegt der jetzige Kurs wieder leicht unter dem TransAlta-Angebot in Höhe von 5,25 kanadische Dollar je Aktie (entspricht 3,38 Euro). Auf der Verliererliste folgen die Windwerte China WindPower (3,3 Prozent, 0,06 Euro) und Vestas (-2,7 Prozent, 46,30 Euro) sowie der spanische Regenerativ-Energie-Erzeuger Iberdrola Renovables (-1,2 Prozent, 3,42 Euro). Der spanische Windenergieanlagen-Hersteller Gamesa (-0,7 Prozent, 14,84 Euro) hat mit Jorge Clavet einen neuen CEO vorgestellt. Er tritt die Nachfolge von Guillermo Ulacia an, der nach vier Jahren an der Spitze des Windenergie-Konzerns aus persönlichen Gründen abtritt.

      Die Umsätze in den 30 RENIXX-Aktien an den zugrundeliegenden Börsen-Handelsplätzen betrugen gestern 37,28 Mio. Euro (Vortag: 50,86 Mio. Euro).
      Avatar
      schrieb am 08.11.09 12:18:24
      Beitrag Nr. 141 ()
      Avatar
      schrieb am 08.11.09 12:28:15
      Beitrag Nr. 142 ()
      Avatar
      schrieb am 09.11.09 06:48:38
      Beitrag Nr. 143 ()
      Motech may set up PV module factory in US

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Monday 9 November 2009]

      Motech Industries has decided to step into production of PV modules and is likely to establish an assembly factory in the US to tap the local market, according to industry sources in Taiwan.

      The factory may be located near the facilities of Pennsylvania-based polycrystalline silicon material producer AE Polysilicon, in which Motech has a 25.38% stake, the sources pointed out.

      Motech has appointed JSF Derick Botha, former senior executive at GE Solar and AstroPower, as VP of Business Operation, the sources indicated.
      Avatar
      schrieb am 26.11.09 07:31:26
      Beitrag Nr. 144 ()
      Solar cell maker Motech denies rumor of acquisition by TSMC

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Wednesday 25 November 2009]

      Rumors have surfaced that Taiwan Semiconductor Manufacturing Company (TSMC) is seeking to acquire solar cell maker Motech Industries, as the pure-play foundry gears up for the photovoltaic (PV) market.

      In response, Motech CEO Simon Tsuo said the company sees no reason to be acquired.

      TSMC, which has set up a New Business group to explore other business areas, such as PV, declined to comment on the speculation.

      The rumors claimed TSMC's previous acquisition target was solar cell maker Neo Solar Power, but it has shifted to Motech, whose strong vertical integration could enable the foundry's fast entry into the PV market.

      Motech has invested in US-based AE Polysilicon to secure polycrystalline silicon supply, and industry sources have noted that it will also step into making PV modules and providing PV systems.
      Avatar
      schrieb am 04.12.09 14:07:33
      Beitrag Nr. 145 ()
      Antwort auf Beitrag Nr.: 38.458.086 von R-BgO am 26.11.09 07:31:26TSMC executives visiting Motech plant in Kunshan

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Friday 4 December 2009]

      Executives of Taiwan Semiconductor Manufacturing Company (TSMC) are currently visiting Motech (Suzhou) Renewable Energy, a China-based subsidiary of Taiwan-based crystalline silicon solar cell maker Motech Industries, according to sources at investment houses. The visit comes alongside recent market speculation that TSMC plans to acquire Motech Industries.

      In response, TSMC and Motech both declined to comment.

      Located in Kunshan,eastern China, Motech (Suzhou) is a trailblazer in the manufacture of solar cells in China, and is so, if TSMC acquires Motech, the purchase is expected to facilitate TSMC's photovoltaic business development in China , the sources indicated. According to Motech, customers have already fully booked the subsidiary's annual production capacity of 130MWp for 2010
      Avatar
      schrieb am 10.12.09 00:03:46
      Beitrag Nr. 146 ()
      TSMC Acquires 20% Stake In Motech Industries
      12/9/2009 11:35 AM ET


      RELATED NEWS

      Taiwan Semiconductor Manufacturing To Subscribe Through Private Placement For 75.32 Mln New Motech Shares - Quick Facts

      Upgrading Taiwan Semiconductor Manufacturing To Outperform, Increasing Price Target - FBR Capital Markets Comments

      Infineon, Taiwan Semiconductor Manufacturing Extend Technology And Production Partnership Agreement - Quick Facts

      TSMC Sees Next Year To Be A Record Year

      TSMC Q3 Profit Down 0.1%; Guides Q4 - Update
      (RTTNews) - Taiwan Semiconductor Manufacturing Co. Ltd. (TSM: News ) said Wednesday that it has signed a share subscription deal with Motech Industries Inc., under which the company will acquire 20% stake in Motech for about NT$6.2 billion or US$193 million.

      Under the deal, TSMC will subscribe for 75.32 million new Motech shares through a private placement. The purchase price is NT$82.7 per share, representing a 16.9% discount to Motech's 3-month average closing price.

      Upon completion of the deal, TSMC will become the largest shareholder of Motech. The transaction is subject to Motech's shareholders' approval and regulatory approval.

      Motech is a solar cell manufacturer worldwide and the largest in Taiwan. The company is also Taiwan's leading provider of photovoltaic systems and photovoltaic inverters.
      Rick Tsai, President of TSMC New Businesses, said, "We are delighted to partner with Motech in our pursuit of new opportunities in the high-growth solar sector."
      Avatar
      schrieb am 22.12.09 09:25:00
      !
      Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
      Avatar
      schrieb am 22.12.09 09:31:39
      Beitrag Nr. 148 ()
      10.12.09
      TSMC und Motech kooperieren

      TSMC und Motech wollen im Bereich der Solarenergie zusammenarbeiten. Mit einer Beteiligung von 20 Prozent wird TSMC größter Anteilseigner von Motech. TSMC meldet außerdem für November steigende Umsatzzahlen.



      Die Taiwan Semiconductor Manufacturing Co. Ltd. kauft in diesem Zusammenhang 75,32 Millionen neue Motech-Aktien für je 82,7 Taiwan-Dollar. Insgesamt kostet TSMC die Beteiligung 6,2 Milliarden Taiwan-Dollar (ca. 193 Mio. US-Dollar). Allerdings müssen sowohl die Motech-Aktionäre als auch die zuständigen Behörden noch zustimmen. Motech ist der größte Solarzellen-Hersteller in Taiwan.

      TSMC: Steigender Umsatz im November 2009

      Den unkonsolidierte Nettoumsatz für November 2009 lag mit 29,35 Mrd. Taiwan-Dollar (ca. 909 Mio. US-Dollar) um 0,6 Prozent über dem Ergebnis des Vormonats und 51,1 Prozent über dem Ergebnis vom November 2008. Der konsolidierte Nettoumsatz für November 2009 liegt bei 30,32 Mrd. Taiwan-Dollar, im November 2008 bei 20,64 Mrd. Taiwan-Dollar.

      Der Umsatz von Januar bis November 2009 beziffert TSMC auf 30,32 Mrd. Taiwan Dollar (ca. 7,9 Mrd. US-Dollar). Damit liegt das Ergebnis um 17,1 Prozent über der entsprechenden Vorjahresperiode.
      Avatar
      schrieb am 24.12.09 18:03:28
      Beitrag Nr. 149 ()
      23.12.2009
      Asia Investor

      Detmold (aktiencheck.de AG) - Die Experten von "Asia Investor" empfehlen die Aktie von Taiwan Semiconductor (ISIN US8740391003 / WKN 909800) weiterhin zu kaufen.

      Das Unternehmen wolle in den Solarzellen-Markt einsteigen. Der Auftragshersteller für Computerchips habe bekannt gegeben, dass er 20% von Motech Industries übernehmen werde. Die Teilübernahme bedürfe noch der Zustimmung der Kartellbehörde und der Aktieninhaber. Ein Problem werde sich dabei jedoch nicht ergeben. Diese Expansion sei Teil des Plans von Taiwan Semiconductor, sich auf weitere Standbeine zu stellen.


      So solle beispielsweise künftig auch LED-Technologie in der Offerte von Taiwan Semiconductor sein. Solarzellen seien wegen der globalen Bestrebungen zum Klimaschutz ein aussichtsreiches Segment. Der ausgehandelte Kaufpreis liege durchaus günstig: Das Unternehmen zahle für 75,32 Mio. Aktien rund 6,2 Mrd. NTD (Neuer Taiwan Dollar), was rund 17% unter dem Durchschnittskurs der letzten drei Monate liege.
      http://www.aktiencheck.de/artikel/analysen-Ausland-2006053.h…
      Avatar
      schrieb am 29.12.09 09:06:44
      Beitrag Nr. 150 ()
      Motech Signs Pact To Buy Solar Module Plant From GE Energy
      PrintReprintsCommentRecommend (0)
      Bookmark and Share
      12-28-09 9:59 PM EST | E-mail Article

      TAIPEI -(Dow Jones)- Motech Industries Inc. (6244.OT), Taiwan's largest polysilicon solar-cell maker by output, said Tuesday it will buy a solar-cell module assembly plant in Delaware from General Electric Co.'s (GE) energy unit for US$4.54 million.
      The agreement, signed Monday with GE Energy (USA) LLC, will also enable Motech to use GE Energy's brand on the solar-cell modules made in the Delaware facility for two years, Motech said in a statement.

      The deal will allow Motech to secure demand, said the company's deputy spokesman, Dylan Wong.

      "GE's quality and brand are famous in the U.S," he said.

      The plant has an annual capacity of about 30 megawatts, and will be Motech's first solar-cell module assembly plant, said Wong.

      Motech is also building a module assembly plant in Kunshan, in the Chinese province of Jiangsu. The Kunshan plant will have initial annual capacity of 40 MW and will begin operations by the middle of 2010, said Wong.

      The GE deal is expected to close in early January, he said. http://news.morningstar.com/newsnet/ViewNews.aspx?article=/D…
      Avatar
      schrieb am 30.12.09 20:01:04
      !
      Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
      Avatar
      schrieb am 30.12.09 20:02:43
      !
      Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
      Avatar
      schrieb am 31.12.09 07:04:29
      Beitrag Nr. 153 ()
      Motech to set up PV module capacity in China due to orders from Europe

      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Wednesday 30 December 2009]

      Motech Industries has obtained outsourcing orders for PV modules from suppliers and systems builders in Europe and thus will set up PV module assembly lines at its solar cell factory in Kunshan, eastern China, according to industry sources in Taiwan.

      Motech plans to establish a total annual PV module capacity of 200MWp at the factory, with an initial 50MWp to be completed in the first quarter of 2010, the sources pointed out.

      In order to minimize production costs, Europe-based suppliers are expected to continue outsourcing to makers in Taiwan and China, the sources indicated.
      Avatar
      schrieb am 29.01.10 12:59:51
      Beitrag Nr. 154 ()
      TSMC to invest $194.5 mn in Motech
      The investment by Taiwan Semiconductor Manufacturing Company comes to a total of NT$6.23 billion
      Thursday, January 28, 2010
      AddThis Email This Print This Comments RSS
      TAIPEI: Shareholders of Motech Industries, the solar-cell maker based in Taiwan, have approved a private placement plan to raise additional capital by making Taiwan Semiconductor Manufacturing Company (TSMC) as the biggest corporate shareholder of the company.

      The investment by Taiwan Semiconductor Manufacturing Company comes to a total of NT$6.23 billion (US $194.5 million). This investment, according to industry sources, is expected to enable Motech Industries to expand its annual capacity to 1GWp in 2010.

      In a statement, the shareholders of Motech Industries also approved a plan to invest an extra amount of US $9 million in Motech (Suzhou) Renewable Energy, Motech Industries' subsidiary based in China.

      ©CIOL Bureau
      Avatar
      schrieb am 10.02.10 14:26:37
      Beitrag Nr. 155 ()
      02/10/2010
      Hi-tech firms diversifying to survive

      Fighting competition from China, Taiwan's hi-tech firms are diversifying to survive. Acer's spin-off Wistron Corp. is adding handheld devices, flat panels and 3D TVs to its product line. Wistron had previously produced mainly notebook computers.

      Even the world's largest contract microchip maker -- Taiwan Semiconductor Manufacturing Co. -- is now targeting solar energy and light-emitting diodes (LEDs). In December, the company announced it would buy a 20 percent stake in Taiwan's Motech Industries, one of the world's leading solar-cell producers.

      Meanwhile, Hon Hai Precision Industry, a contract manufacturer for companies such as Dell, Nokia and Sony, is also working with Amazon.com in e-book development. Analysts say Hon Hai has already grabbed three quarters of the global e-book manufacturing market.
      Avatar
      schrieb am 13.02.10 12:32:26
      Beitrag Nr. 156 ()
      Avatar
      schrieb am 03.03.10 14:53:18
      Beitrag Nr. 157 ()
      Antwort auf Beitrag Nr.: 38.939.432 von unawatuna am 13.02.10 12:32:26Comming soon!..http://www.sbh-solar.com/wechselrichter_fur_netzeinspeisung.…
      Avatar
      schrieb am 11.03.10 23:58:37
      Beitrag Nr. 158 ()
      Avatar
      schrieb am 28.03.10 13:42:53
      Beitrag Nr. 159 ()
      Motech, Itogumi to set up PV module joint venture in Japan

      MOPS, March 24; Adam Hwang, DIGITIMES [Wednesday 24 March 2010]

      Taiwan-based solar cell maker Motech Industries announced today (March 24) it has signed with Japan-based Itogumi Construction to set up a joint venture which will acquire the photovoltaic (PV) module business division of Itogumi Lumber to make PV modules for the Japan market.

      Motech, in a filing with Taiwan's over-the-counter stock market, said it will set up the Japan-based joint venture, Itogumi Motech, through its subsidiary Noble Town Holdings and expects the joint venture to help promote sales of its solar cells in Japan.
      Avatar
      schrieb am 28.03.10 13:43:45
      Beitrag Nr. 160 ()
      Motech seeking hikes in solar cell contract prices for 2Q10, says chairman


      Nuying Huang, Taipei; Adam Hwang, DIGITIMES [Thursday 25 March 2010]

      Taiwan-based solar cell maker Motech Industries is negotiating with clients for higher contract prices for the second quarter of 2010 due to booming demand, according to company chairman Simon Tsuo.

      But if prices are hiked, the percentage increase will be much smaller than the percentage for the cumulative depreciation of euro, he said.

      Contract prices quoted by Taiwan-based solar cell makers currently stand at US$1.2-1.25/watt, unchanged compared to early first-quarter levels. But spot market quotes have risen to US$1.3-1.4/watt, according to industry sources in Taiwan.
      Avatar
      schrieb am 31.03.10 11:42:49
      Beitrag Nr. 161 ()
      Taiwan Semiconductor invests in energy-saving technology



      TAIPEI — Taiwan Semiconductor Manufacturing Co Thursday broke ground on a light-emitting diode plant that marks one of the company's most ambitious forays into energy-saving technologies.

      The factory and an attached research centre, located in the Hsinchu Science Park in northern Taiwan, will require investment of 5.5 billion Taiwan dollars (170 million US dollars), the company said.

      "The project marks an important milestone for the company's entry into green energy," the world's leading contract microchip maker by revenues said in a statement.

      The plant is scheduled to begin production in the first quarter of 2011, it said.

      The investment came after the chipmaker in December bought a 20 percent stake in Motech Industries, the island's biggest solar cell manufacturer, for around 193 million US dollars.

      The application of light-emitting diodes has increased in products such as commercial signs and flat screen televisions, as calls grow for efficient energy to cope with global warming.

      The technology has existed for years, but recent advances have made it more likely that light-emitting diodes can in some cases even replace traditional light bulb
      Avatar
      schrieb am 29.04.10 16:02:18
      Beitrag Nr. 162 ()
      [
      Taiwan's Solar Power Boost

      Whether you consider Taiwan to be a self-governing independent state or a renegade province of Mainland China depends on your politics, but one thing is for certain: It's a key player in the manufacture of solar cells globally.

      It's so important, in fact, that LDK Solar Co., Ltd. (NYSE:LDK), China's largest maker of solar-grade crystalline silicon wafer, has standing supply contracts with several Taiwanese solar cell producers (although Taiwan's Mosel Vitelic recently severed ties with LDK following a contract dispute).

      For their part, Taiwan-based solar cell makers, Motech Industries and Gintech Energy Corporation (TPE:3514), the island's top two solar-cell makers, have seen sales soar amid rising global demand. Roughly 70 Taiwanese companies are involved in the solar industry, producing solar cells with a combined capacity of 2 gigawatts in 2009—analysts expect more than 3 gigawatts this year.

      Taiwan is a significant exporter of crystalline silicon solar cells; China and Taiwan jointly control about 40% of the world's wafer-thin photovoltaic solar market. As Taiwan has become a manufacturing powerhouse, it continues to see harmful greenhouse gas emissions rise even as the EU's emission levels have fallen during the economic downturn. But officials in Taipei have moved to tackle the problem.

      Subsidies under the government's green energy plan has spawned a domestic solar push, placing Taiwan among the world's leading users of solar water heaters.url]http://www.energyboom.com/solar/taiwans-solar-power-boost[/url]
      Avatar
      schrieb am 30.04.10 10:06:17
      Beitrag Nr. 163 ()
      Motech earnings quadruple on strong solar cell demand
      By Lisa Wang
      Staff Reporter
      Friday, Apr 30, 2010, Page 12

      Motech Industries Inc (茂迪), the nation's biggest solar cell maker, yesterday said first-quarter earnings more than quadrupled to NT$256 million (US$8.14 million), helped by recovering demand after governments resumed subsidies for solar panel installation.

      That was a strong rebound from net income of NT$48 million in the same period last year. On a quarterly basis, first-quarter results dipped roughly 39 percent from NT$420 million.

      Motech blamed the decline to exchange losses of NT$130 million.

      “We expect to see a significant improvement in the second quarter as we are adjusting our strategies to hedge against appreciation of the euro [versus local currency],” Motech CEO Chang Peng-heng (張秉衡) told an investor conference, adding that business visibility for this quarter was quite clear.

      “At the moment, our equipment is fully loaded. It is difficult for us to meet customer demand,” Chang said. “Europe is showing the strongest demand.”

      Most customers are hoping to complete their solar installation projects before the German government adjusts its solar subsidy program, probably later this year, he said, adding that the policy adjustment could cast a shadow on the industry's business outlook for the second half.

      Chang took over from Simon Tsuo (左元淮) as the solar cell maker's CEO on March 31. The management reshuffle came two months after the world's top contract chipmaker, Taiwan Semiconductor Manufacturing Co (TSMC, 台積電), bought a 20 percent share of Motech for NT$6.23 billion in January. Tsuo still serves as chairman of Motech.

      Shipments are expected to increase substantially this quarter from last quarter's 154 megawatts and gross margin may improve further, said Tim Huang (黃裕洲), a manager in Motech's accounting department.

      Last quarter, Motech's gross margin rose to 14.7 percent, its highest level since the third quarter of 2008, when gross margin was 15.8 percent.

      To cope with the strong demand, Motech plans to more than double its capital spending this year to NT$4.6 billion from NT$2 billion last year. Solar cell capacity is expected to surge to 1 gigawatt this year from 600 megawatts last year.

      Solar cell shipments would more than double to 825 megawatts from last year's 360 megawatts, which would help Motech achieve its goal of expanding its market share to 8.25 percent from 5 percent last year, Chang said.

      In further signs of recovery in the solar industry, the nation's top solar wafer maker, Green Energy Technology Inc (綠能科技), yesterday said that its net income more than doubled to NT$224 million in the January-March period, compared with NT$62.4 million a year earlier.

      Gross margin improved to 9.38 percent in the first quarter, from 7.6 percent in the same period of last year and from 7.4 percent last quarter.
      This story has been viewed 317 times.
      Avatar
      schrieb am 05.05.10 13:14:56
      Beitrag Nr. 164 ()
      The downward pricing trend throughout the solar industry supply chain is expected to continue throughout 2010, according to Motech Industries as the rapid expansion of low cost capacity continues, despite strong demand. Motech saw a revenue decline in the first quarter of 2010 of 2%, despite shipments increasing approximately 20% to 154MW as prices declined.

      Motech noted that it was on track to reach a cell production capacity of 1GW by the end of the third quarter, up from 800MW today. Solar cell shipments for 2010 should reach 825MW, higher than its previous forecast of 750MW.

      The company expects prices to continue decline in 2010 as they see the potentially rapid expansion of low cost capacityhttp://www.pv-tech.org/news/_a/motech_targets_1gw_cell_capac…
      Avatar
      schrieb am 26.05.10 15:13:09
      Beitrag Nr. 165 ()
      Double booking concern no longer an issue, says Motech chairman


      Nuying Huang, Taipei; Willie Teng, DIGITIMES [Wednesday 26 May 2010]

      With no cancellation for third-quarter orders thus far, Motech Industries chairman Simon Tsuo believes previous concerns for double booking is no longer an issue, adding that the Taiwan-based solar cell maker is still seeing continuous strong demand from customers in Europe and the US.

      Tsuo sees little impact from Germany's FIT (feed-in-tariff) cut on July 1, since summer is typically the high season for solar system installation. Demand from other regions should keep shipments stable in the third quarter, and orders will once again spike in the fourth quarter with another round for subsidy reduction looming in early 2011, he pointed out.

      Solar cell price quotes will remain roughly the same in the coming months given the depreciation of the euro eases, Tsuo said.

      Taiwan Semiconductor Manufacturing Company (TSMC), which has a major stake in Motech, is now giving the solar cell maker advice on how to hedge against currency exchange rate fluctuations, according to sources from the company. The Taiwan-based solar cell maker incurred a NT$130 million (about US$4 million) loss in the first quarter from exchange rate fluctuations.

      Motech plans to ramp up solar cell capacity to 1GWp by year's end with 710MWp in Taiwan and 290MWp in Kunshan. China.
      Avatar
      schrieb am 21.06.10 19:25:05
      Beitrag Nr. 166 ()
      Wirtschaftsnews - 18.06.10
      TSMC investiert in Solarzellenhersteller

      Taipeh 18.06.2010 (www.emfis.com) Der weltweit zweitgrößte Vertrags-Chiphersteller, Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC), investiert 50 Mio. USD in den US-amerikanischen Solarzellenhersteller Stion. TSCM wird einen 21 Prozentanteil über seine Beteiligungskapital-Einheit Venture Tech Alliance erwerben.
      Bereits letztes Jahr hatte TSCM angekündigt, 192 Mio. USD in einen 20 Prozentanteil an Motech Industries Inc., Taiwans größten Solarzellenhersteller, zu investieren.
      Da die Wachstumsraten im Halbleitergeschäft stark zurückgegangen sind, suchen Unternehmen wie TSMC nach alternativen Möglichkeiten, Gewinn zu erwirtschaften und dabei erscheint die Solarenergiebranche mit ihren in den nächsten Jahren erwarteten rapiden Wachstumsraten als ideal.
      Avatar
      schrieb am 12.07.10 11:35:32
      Beitrag Nr. 167 ()
      12.07.2010, 10:09 Uhr
      Wochenrückblick: RENIXX World sehr fest – Solarwerte an der Spitze
      Münster - Der internationale Aktienindex für erneuerbare Energien RENIXX World ist in der vergangenen Woche um 7,4 Prozent auf 617,50 Punkte geklettert. An allen Handelstagen konnte das Börsenbarometer dabei zulegen, die größten Zuwächse stellten sich am Donnerstag (+2,6 Prozent) ein. Nach dem Kompromiss im Vermittlungsausschuss von Bundestag und Bundesrat zur Anpassung der EEG-Vergütung für Solarstrom, die von den Unternehmen überwiegend positiv aufgenommen wurde, sind die Photovoltaik-Aktien die Gewinner der Woche.

      Gewinner: Suntech Power, JA Solar und SolarWorld an der Indexspitze
      Zu den größten Gewinnern in dieser Woche zählen der chinesische Solarmodul-Produzent Suntech Power, der chinesische Solarzellen-Fabrikant JA Solar sowie der deutsche Photovoltaik-Konzern SolarWorld. Während JA Solar einen Liefervertrag mit der deutschen Solar-Fabrik abgeschlossen, wonach die Chinesen Solarprodukte im Umfang von 70 MW bis Ende 2010 liefern werden, profitierte SolarWorld von positiven Analysteneinschätzungen. Weitere Gewinner sind der taiwanesische Solarzellen-Hersteller Motech und der hessische Wechselrichter Produzent SMA. SMA hatte seine Umsatz- und Ergebnisprognose für 2010 angehoben.

      Nur zwei Verlierer: China WindPower und Suzlon
      Mit dem Windpark-Betreiber China WindPower und dem seit Juli neu im RENIXX gelisteten Windenergieanlagen-Produzenten Suzlon beendeten lediglich zwei der 30 RENIXX-Titel die Woche mit Kursverlusten. Die Meldung des indischen Anlagen-Produzenten Suzlon über den Erhalt eines Auftrags zur Lieferung von Windturbinen mit einer Leistung von 25,5 MW für Projekte im indischen Bundesstaat Rajasthan konnte einen Kursrückgang der Aktie nicht verhindern.
      Avatar
      schrieb am 06.08.10 10:25:35
      Beitrag Nr. 168 ()
      Taiwan-based solar cell makers to see full capacity utilization for rest of 2010







      Nuying Huang, Taipei; Willie Teng, DIGITIMES [Tuesday 3 August 2010]

      Solar cell makers in Taiwan including Motech Industries, Gintech Energy, Neo Solar Power, Solartech Energy and E-Ton Solar Tech are presently seeing orders in excess of capacity for the rest of 2010, according to industry sources.

      Orders from Italy, France, the Czech Republic, Spain and Japan are strong, and have been able to replace the demand drop from Germany, the source said.

      Gintech is optimistic about the second half of 2010 but warns that capacity expansion needs to be conducted in accordance with market demand to prevent over supply in the future.
      Avatar
      schrieb am 23.08.10 12:26:16
      Beitrag Nr. 169 ()
      Avatar
      schrieb am 23.08.10 12:34:23
      Beitrag Nr. 170 ()
      2 Antworten
      Avatar
      schrieb am 24.08.10 20:06:36
      Beitrag Nr. 171 ()
      Antwort auf Beitrag Nr.: 40.028.857 von unawatuna am 23.08.10 12:34:23ist ja nicht allzuviel Volumen...
      1 Antwort
      Avatar
      schrieb am 09.09.10 12:56:05
      Beitrag Nr. 172 ()
      Antwort auf Beitrag Nr.: 40.038.511 von R-BgO am 24.08.10 20:06:36.......aber der Kurs steigt.....http://focustaiwan.tw/ShowNews/WebNews_Detail.aspx?ID=201008…
      Avatar
      schrieb am 10.09.10 07:54:21
      Beitrag Nr. 173 ()
      Motech, GET August revenues hit record highs


      Printer friendly


      Related stories


      Comments


      Email to a friend


      Latest news
      Nuying Huang, Taipei; Willie Teng, DIGITIMES [Friday 10 September 2010]

      Motech Industries and Green Energy Technology have both set monthly revenue records in August at NT$2.089 billion (US$65.5 million) and NT$1.524 billion, respectively.

      Solar cell maker Motech saw its non-consolidated revenues in August increase 6.5% sequentially and 196.94% on year. Revenues from January through August totaled NT$17.37 billion, up 93.49% from a year earlier. August consolidated revenues reached NT$4.020 billion, representing a growth of 6.83% sequentially and 211.05% on year. This marks the fourth consecutive month of new records for both consolidated and non-consolidated revenues, and the company is reportedly not ruling out further investments in capacity expansion due to strong market demand.

      Solar wafer GET has reported August revenues of NT$1.524 billion, up 0.92% on month and 67.94% on year. Revenues from January through August increased 96.22% from a year ago to NT$10.05 billion. The company pointed out that capacity was fully utilized in August and a shortage in high-efficiency wafers continues.
      Avatar
      schrieb am 24.09.10 10:45:22
      !
      Dieser Beitrag wurde vom System automatisch gesperrt. Bei Fragen wenden Sie sich bitte an feedback@wallstreet-online.de
      Avatar
      schrieb am 29.09.10 15:33:59
      Beitrag Nr. 175 ()
      Motech Industries to Raise Production in Taiwan and China
      2010/09/29
      Taipei, Sept. 29, 2010 (CENS)--Motech Industries Inc., a leading solar-cell maker in Taiwan, plans to spend around NT$10 billion (US$312.5 million) to boost production at its factories in Taiwan and China, which will raise the company`s output at solar-cell factories to 1.15 gigawatts by the end of this year, about that of Neo Solar Power Corp. and Gintech Energy Corp. combined, and its output at silicon crystalline ingot factories to more than 800 megawatts.

      The company had consolidated sales of NT$22.1 billion (US$693 million) throughout the first eight months this year, making it the No.1 solar-cell maker in Taiwan.

      According to the company`s chairman, supply shortage of silicon crystalline wafers has motivated his company`s decision to boost expansion at ingot factories, thereby minimizing dependence on outsourcing for the solar-cell material.

      Industry executives believe Motech`s output will ramp up to 1.7 gigawatts, or even to two gigawatts next year after the expansions are completed, with the move reflecting Motech`s upbeat view of the market future.

      Motech has applied for land and factory building space with the Southern Taiwan Science Park for its expansion plans.


      (by Ken Liu)
      Avatar
      schrieb am 20.10.10 21:41:43
      Beitrag Nr. 176 ()
      Avatar
      schrieb am 29.10.10 10:22:14
      Beitrag Nr. 177 ()
      Avatar
      schrieb am 01.11.10 12:49:53
      Beitrag Nr. 178 ()
      Avatar
      schrieb am 12.11.10 09:04:08
      Beitrag Nr. 179 ()
      Avatar
      schrieb am 12.11.10 09:06:09
      Beitrag Nr. 180 ()
      RENIXX World freundlich - Motech fester nach Erfolgsmeldung
      Münster – Der weltweite Aktienindex für regenerative Energien RENIXX World tendierte gestern freundlich und legte um 0,36 Prozent (+1,99 Prozent) auf 562,29 Punkte zu. Nach Handelsbeginn fiel das Börsenbarometer zunächsat bis unter 558 Punkte zurück, drehte aber schnell ins Plus und markierte am Nachmittag bei 565 Punkten den Tageshöchstwert. Bis zum Handesende konnte der RENIXX dieses Niveau allerdings nicht halten, sondern fiel um einige Punkte zurück.

      Motech stark bei Produktion und Kapazität
      Tagesgewinner mit einem Kursplus von 8 Prozent auf 2,97 Euro ist der taiwanesische Solarzellen-Hersteller Motech. Das Unternehmen hatte mitgeteilt, dass die Solarzellenproduktion im Monat Oktober bei über 100 MW gelegen hätte und dass die jährliche Produktionskapazität inzwischen bei 1,15 GW läge. Motech sei der erste taiwanesische Produzent, der diese Werte erreicht hätte, teilte das Unternehmen mit. Als Grund für diese Erfolge sehe man die Umsetzung von Plänen zur vertikalen Integration sowie Kostensenkungen bei Produktion und Material.
      Weitere Gewinner des gestrigen Handels sind der Getriebe-Hersteller Hansen Transmissions (+5,6 Prozent, 0,60 Euro), der Photovoltaik-Ausrüster GT Solar (+4,3 Prozent, 6,99 Euro) und der Solarkonzern SolarWorld (+3,1 Prozent, 10,01 Euro).

      Roth & Rau passt Ergebnisprognose an
      Größte Verlierer von gestern sind der australische Windpark-Betreiber Infigen Energy (-24,9 Prozent, 0,47 Euro) sowie der deutsche PV-Ausrüster Roth & Rau (-7,7 Prozent, 15,61 Euro). Während bei Infigen Energy keine aktuellen Firmennachrichten vorliegen, hat Roth & Rau auf Basis der vorläufigen Zahlen für das 3. Quartal 2010 die Ergebnisprognose für das Gesamtjahr angepasst. Aufgrund von Projektausfällen in Indien sowie Verzögerungen in Spanien sei das EBIT durch Wertberichtigungen belastet. Während zuvor für das Gesamtjahr eine EBIT-Marge von maximal 9 Prozent angepeilt worden war, was bei dem unveränderten Umsatzziel von 285 Mio. Euro einem EBIT von bis zu 25,7 Mio. Euro entsprochen hätte, liegt der EBIT-Zielwert nun bei 9 bis 9,5 Mio. Euro.

      Die Umsätze in den 30 RENIXX-Aktien an den zugrundeliegenden Börsen-Handelsplätzen betrugen gestern 30,44 Mio. Euro (Vortag: 23,41 Mio. Euro).
      Avatar
      schrieb am 15.11.10 15:06:16
      Beitrag Nr. 181 ()
      Avatar
      schrieb am 31.12.10 06:41:42
      Beitrag Nr. 182 ()
      Motech Industries to start 200-MW PV project in Henan

      Dec. 31, 2010 (China Knowledge) - Motech Industries Co, a leading solar cell manufacturer in Taiwan and formerly known as Meter International Corp, plans to start a 200-megawatt photovoltaic project in Anyang, Henan Province.

      The project, which will be located in the Anyang Hi-tech Development Zone, is designed to produce polycrystalline silicon ingots and chips, according to an agreement inked between the Anyang Municipal Government and Motech (Suzhou) Renewable Energy Co, a mainland subsidiary of Motech Industries.

      Liao Zhenyong, deputy general manger of the subsidiary, said the project will benefit from local silicon resources, because China Silicon Corp Ltd, which is based in Luoyang, another city in Henan Province, is one of the major silicon suppliers in China.

      Sources reported that Motech Industries will become the first Taiwanese PV firm joining the European Photovoltaic Industry Association or EPIA, the world's largest PV industry association.
      Avatar
      schrieb am 01.01.11 10:29:41
      Beitrag Nr. 183 ()
      Burnaby, Kanada (ots/PRNewswire) – Day4 Energy Inc., ein weltweit führender Anbieter von Solar-Photovoltaik (PV)-Produkten und Lösungen, gibt eine Verlängerung zu seinem Liefervertrag mit Motech Industries Inc., dem grössten Solarzellenhersteller in Taiwan, bekannt. Motech und Day4 Energy haben sich geeinigt, die vertraglich festgelegte Menge der zu liefernden multikristallinen Silizium-Solarzellen für Day4 Energy und seine Day4 solarSYSTEMS-Fertigungspartner zu erweitern. Die grösseren Lieferungen sind ab Januar 2011 geplant.

      “Nach vier Jahren ist Motech weiterhin ein geschätzter und vertrauensvoller Lieferant von hochwertigen PV-Solarzellen in der Produktion von Solarmodulen für Day4 Energy”, so George Rubin, Präsident von Day4 Energy. “Dieses Abkommen trägt dazu bei, für ausreichende Lieferung zu sorgen, die für unsere europäische Anlage und unser Netzwerk von Day4 solarSYSTEMS-Fertigungspartnern benötigt wird.”

      Day4 solarSYSTEMS ist das branchenweit erste revolutionäre Turn-Key Fertigungsprogramm, das die traditionelle Vorgehensweise in Bezug auf Herstellung und Vertrieb von Solarzellen und -modulen verändert.

      “Wir sind begeistert, ein Hauptlieferant für eine solch innovative und schnell wachsende Organisation zu sein”, erläuterte Sam Tsou, VP Business Operation bei Motech Industries. “Wir freuen uns auf eine starke Partnerschaft mit Day4 Energy und darauf, die Entwicklung ihrer Day4 solarSYSTEMS-Franchise unterstützen zu können”, so Herr Tsou.

      Als einer der Top-Solarzellenhersteller weltweit in Bezug auf Leistung und Output hat Motech kürzlich seine jährliche Produktion von Solarzellen für 2011 um ungefähr 700 Megawatt erhöht.

      Informationen zu Day4 Energy

      Mit seinem Hauptsitz in Vancouver, Kanada, gilt Day4 Energy als weltweit führender Anbieter von Solarprodukten und -lösungen. Das Unternehmen ist in den Forschungs- und Entwicklungs-, Herstellungs- und Technologiegenehmigungsbereichen sowie allen anderen Aspekten des Projektmanagements tätig, und Day4 Energy unterstützt die Verbreitung der Solarenergie auf der ganzen Welt. Day4 Energy schloss kürzlich die Akquisition des Solarausrüsters ACI eco-Tec ab. Day4 ist an der Toronto Börse unter dem Symbol “DFE” notiert. Weitere Informationen erhalten Sie auf http://www.day4energy.com.

      Informationen zu Day4 solarSYSTEMS

      Day4 solarSYSTEMS ist das branchenweit erste Programm, das Unternehmen die Möglichkeit gibt, zertifizierte solarMODULES der Marke DAY4 in ihrem Umfeld herzustellen, zu vertreiben und zu verkaufen. Es ist ein revolutionärer Ansatz – ein Turnkey-Fertigungspaket, das den Nutzern ermöglicht, eine Produktionsanlage schnell aufzubauen und Ertragswachstum zu generieren. Day4 solarSYSTEMS wurde Anfang 2010 eingeführt und ist darauf ausgerichtet, die Versorgung und Marktdurchdringung der Solarmodule der Marke Day4 zu erweitern. Um mehr herauszufinden, besuchen Sie bitte http://www.day4solarsystems.com

      Informationen zu Motech

      Motech Industries Inc. wurde 1981 als Entwicklungs- und Fertigungsunternehmen von Test- und Messgeräten gegründet. Das Unternehmen nahm die Solarzellenproduktion im Jahr 1999 auf und ist ein Pionier in der Herstellung und Vermarktung von hochwertigen einzel- und multikristallinen Silizium-Solarzellen in Taiwan. Heute gilt das Unternehmen als der grösste Solarzellenhersteller in Taiwan und als einer der Top-Zehn-Hersteller weltweit in Bezug auf Produktionskapazität und Output. Motech ist ein öffentlich gehandeltes Unternehmen unter dem Handelscode 6244 im Over-the-Counter (OTC)-Markt in Taiwan. Für weitere Informationen zu Motech besuchen Sie bitte http://www.motech.com.tw.
      Avatar
      schrieb am 11.01.11 10:43:02
      Beitrag Nr. 184 ()
      Avatar
      schrieb am 12.01.11 09:26:03
      Beitrag Nr. 185 ()
      Taiwan's TSMC teams up with German solar firm

      (AFP) – 20 hours ago

      TAIPEI — Chip giant Taiwan Semiconductor Manufacturing Co. (TSMC) announced Tuesday that it had teamed up with German firm Centrosolar to produce solar modules.

      TSMC has signed an agreement with the firm, a leading supplier of photovoltaic systems for roofs and key components in Germany, the Taipei-based company said in a statement, adding financial terms will not be disclosed.

      Under the agreement, Centrosolar will become the exclusive European manufacturer of crystalline solar modules for TSMC, with the first deliveries due in the third quarter of 2011, it said.

      Centrosolar will build a new production hall and warehouse near its plant in Wismar, Germany, as part of a project expected to generate hundreds of new jobs, it said.

      TSMC, the world's top contract microchip maker by revenue, has been branching out to the renewable energy industry in recent years by investing in local and foreign solar firms.

      Last year it invested $50 million in a 21-percent stake in California-based solar-panel maker Stion, after buying a 20-percent stake in Taiwan's largest solar cell producer Motech Industries the year before.

      Taiwan has estimated its solar energy industry will be worth up to Tw$200 billion Taiwan dollars ($6.66 billion) by 2020.

      The island's parliament has passed a major renewable energy bill aimed at adding between 6,500 and 10,000 megawatts of installed energy from renewable sources over the next 20 years.
      Avatar
      schrieb am 20.01.11 11:52:15
      Beitrag Nr. 186 ()
      Avatar
      schrieb am 09.03.11 12:27:42
      Beitrag Nr. 187 ()
      Avatar
      schrieb am 16.03.11 14:29:55
      Beitrag Nr. 188 ()
      Wie der Branchendienst DigiTimes berichtet, will die Taiwan Semiconductor Manufacturing Company (TSMC) offenbar im großen Stil in den Solarmarkt einsteigen. Wie die Konkurrenz in China könnte auch das neue Unternehmen ein vertikal integrierter Solarkonzern werden, der die komplette Fertigungskette vom Rohstoff Silizium bis hin zum fertigen Solarmodul abdeckt.

      TSMC, der weltweit größte unabhängige Halbleiter-Hersteller, will sich dazu mit einer Tochtergesellschaft von LCY Chemical zusammentun, die sich auf die Herstellung von Polysilizium spezialisiert hat. Die weiteren Teilhaber sind der Solarwafer-Hersteller Green Energy Technology (GET) und Solarzellen-Spezialist Motech Industries. Durch den Zusammenschluss dieser taiwanischen Unternehmen würde ein neuer Großkonzern entstehen, der auch am internationalen Solarmarkt präsent ist. Nach Angaben von Brancheninsidern will das Direktorium von TSMC bald über dieses Vorhaben abstimmen.http://www.derboersianer.com/maerkte/asien/single/details/ts…
      Avatar
      schrieb am 30.03.11 13:01:18
      Beitrag Nr. 189 ()
      Neue Zahlen zur weltweiten Photovoltaik-Produktion: 2010 wurden Solarzellen mit einer Gesamtleistung von mehr als 27 Gigawatt hergestellt; von den zehn größten Herstellern produzieren neun in Asien

      NR. 7
      Photovoltaik-Weltmarktanteile der größten Hersteller

      Nach einer aktuellen Studie des Solarstrom-Magazins PHOTON International wuchs die weltweite Produktion von Solarzellen im Jahr 2010 um sensationelle 118 % auf insgesamt 27,2 Gigawatt (GW). Das sei das höchste jährliche Wachstum seit Beginn der Untersuchungen vor 12 Jahren, betont PHOTON.

      Die globale Produktionskapazität erreichte zum Jahresende 2010 insgesamt rund 37 GW.


      Suntech, JA Solar und First Solar führen den Markt an

      Das chinesische Unternehmen Suntech Power Holdings Co., Ltd. (Wuxi, China), der weltgrößte Hersteller von Photovoltaik-Modulen, entwickelte sich mit einem Produktionsausstoß von knapp 1,6 GW (+ 125 %) zum globalen Marktführer, gefolgt vom ebenfalls chinesischen Produzenten JA Solar (Shanghai, 1,5 GW, + 181 %) sowie von First Solar mit Hauptsitz in Tempe (Arizona, USA) und Hauptproduktionsstandort Malaysia (1,4 GW, + 28 %).



      Q-Cells einziger europäischer Hersteller in den Top 10

      Auf den Plätzen vier und fünf der Solarzellen-Weltrangliste folgen Trina Solar (China) und die Q-Cells SE, die sowohl in Deutschland, als auch in Malaysia produziert.



      Asien ist das Zentrum der Photovoltaik-Produktion

      Sechstgrößter Hersteller ist Yingli (China), gefolgt von Motech (Taiwan) auf Platz sieben und Sharp (Japan). Auf den Plätzen neun und zehn finden sich mit Gintech (Taiwan) und Kyocera (Japan) zwei weitere asiatische Unternehmen.

      Von den zehn größten Photovoltaik-Herstellern produzierten neun hauptsächlich in Asien, 2011 werden laut PHOTON vermutlich alle zehn dort fertigen.



      Chinas Marktanteil wächst kräftig, Anteile deutscher und japanischer Produzenten werden einstellig

      Chinas Weltmarktanteil wuchs von 38,1 Prozent (knapp 5 GW) im Jahr 2009 auf 47,8 Prozent im vergangenen Jahr (rund 13 GW). Der Marktanteil deutscher Hersteller sank Deutschland von 15,4% (1,8 GW) auf 9,8 % (2,7 GW), und auch Japans Weltmarktanteil wurde einstellig. 2009 erreichten die japanischen Hersteller mit 1,5 GW noch 12,4 %, 2010 waren es trotz einer Produktion von 2,3 GW nur noch 8,5 %.



      Jede zweite Solarzelle ist aus multikristallinem Silizium

      Die Produktion von Solarzellen aus multikristallinem Silizium wuchs schneller als alle übrigen Photovoltaik-Technologien und erreichte erstmals seit 2005 wieder einen Marktanteil von mehr als 50%

      Die PHOTON-Studie erwartet für 2011 eine Gesamtproduktion von 51,4 GW und zum Jahresende eine weltweite Fertigungskapazität von 66,6 GW. Offen bleibe jedoch die Frage, auf welchen Märkten die Produkte abgesetzt werden können.
      Avatar
      schrieb am 30.03.11 15:07:58
      Beitrag Nr. 190 ()
      March 29, 2011 – NEWARK, DELAWARE, USA and TAINAN SCIENCE PARK, Taiwan Motech Industries, Inc. and its Delaware based solar panel operations, Motech Americas, is pleased to be showcasing products designed for the growing U.S. market at PV America 2011 which will be held on April 3-5, 2011 at the Pennsylvania Convention Center, Philadelphia, PA.

      Exhibiting alongside distribution partner United Electric, Motech Americas will be featuring its high performance US/ARRA compliant IM60 series module. The IM60, powered by Motech multicrystalline cells, ranges in power output from 230-245W. For commercial applications, the IM60 is available with a clear anodized aluminum frame. For residential applications, where aesthetics are as important as lifetime performance and maximized kWh yield, Motech Americas will be showcasing the Black IM60. With its black frame and backsheet, the Black IM60 is attractive while still performing with the reliability that customers have come to expect from Motech products.

      Motech PV Inverter 5300U listed by the CEC as one of the most efficient inverters on the market (1), will also being exhibited. The 5300U is designed for the U.S. residential market and with its innovative design, enabling greater flexibility for system designers and to allow easier installation and service for system installers.

      About Motech
      Motech Industries, Inc. was founded in 1981 as a designer and manufacturer of test and measurement instruments. The company entered into solar cell production in 1999, and is a pioneer in the manufacturing and marketing of high-quality mono- and poly-crystalline silicon solar cells in Taiwan. Today, the company is a global, vertically integrated solar company and one of the world’s top solar cell manufacturers in terms of production capacity and output. Motech is a publicly traded company on Taiwan’s Over-the-Counter (OTC) market with the trading code 6244. For more information about Motech please visit http://www.motechsolar.com

      About Motech Americas
      Motech Americas LLC, located in Newark, Delaware, USA, is the resulting acquisition of General Electric Energy’s crystalline solar module business by Motech Industries. This module manufacturing facility has been in operation for more than twenty years and has delivered over 1.5 million PV modules to the solar electric market; delivering solar generated electricity to customers on every continent. Motech Americas is a US manufacturing facility with Six-Sigma rigor, best in class quality, and customer fulfillment standards that are second to none. http://www.motech-americas.com.

      About United Electric Supply
      United Electric Supply is a nationally recognized electrical distributor, stocking over 23,000 different items from over 250+ major manufacturers. Value-added services include next day delivery, Saturday-morning counter hours, kitting and Engineering and Design capabilities, Energy Audits, Cost Reduction Services and E-Commerce. Since 1965, United has been committed to the mission of – 'Exceeding our customers' expectations through quality, innovation and service. http://www.unitedelectric.com.

      About PV America
      PV America is presented by the Solar Energy Industries Association (SEIA) and Solar Electric Power Association (SEPA), whose combined efforts have created a world-class, regionally focused and vertically integrated event that engages a wide spectrum of industry professionals. Unlike other PV conferences, all proceeds support the expansion of the U.S. solar energy market through SEIA's and SEPA's year-round research and education activities, as well as SEIA's advocacy efforts.http://www.renewableenergyworld.com/rea/partner/motech-indus…
      Avatar
      schrieb am 29.06.11 19:20:30
      Beitrag Nr. 191 ()
      Solar industry in adjustment period: Q&A with Motech chairman Simon Tsuo


      Nuying Huang, Taipei; Jackie Chang, DIGITIMES [Tuesday 28 June 2011]

      Yuan-Huai Simon Tsuo, chairman of Motech has been viewed as an important figure in the development of the solar industry in Taiwan. Tsuo commented on the gloomy market in the first half of 2011 and the future of the solar market in a recent interview by Digitimes.

      Q: Due to uncertainty of European subsidy programs, the solar industry has experienced gloomy demand, high inventory and continuous drop of prices in second quarter. What is your view on this?

      A: The market condition in the second quarter has been as described. The industry over-anticipated the installation potential of Italy's market at the beginning of 2011. The optimism caused many firms to aggressively expand capacity. The demand started to weaken as the uncertainty of Europe's incentive programs continued. The industry faced with high inventory and rapid decrease of price. In fact, many solar firms were under great pressure in April and May, including Motech.

      Q: There were numerous rumors of reduction of capacity for the solar firms in the beginning of the second quarter. Most solar firms do not respond openly to this issue. What is your answer?

      A: The market condition is not as well as expected, I think. It is possible that Taiwan-based solar cell makers had less than 60% of utilization rate in the beginning of May.

      Q: When is the bottom for this downward spiral of the market condition? What would be the force to stop this downward spiral?

      A: I personally think the demand will return in the third quarter. The main force of this return will be the Germany and Italy markets mainly because there have been slight returns since the end of May. The market condition is anticipated to be slightly better in June. I anticipate the return of demand in the third quarter to levels similar to those in the first quarter especially when the inventory has been showing signs of decrease since the end of May.

      Q: What if the third quarter is not as well as expected? What do you think the market will be like?

      A: If the market condition in the third quarter is not as expected, then I believe there will not be another point of time for demand to return in 2011.

      Q: If rebound of demand is not as expected in third quarter, do you think Taiwan-based solar firms will start facing shutting down and lay-off problems?

      A: Taiwan-based solar firms will face a lot of pressure if the third quarter does not show signs of demand returning. However, the elimination and lay-off problems depend on the financial status of each firm. If the funds are limited, the firms would have to face pressure of shutting down.

      Q: Many firms and international research institutes are optimistic on the solar markets in the US, Southeast Asia and China in 2011. Do you think the rebound in the third quarter depends on these markets?

      A: The demand from newly-developed solar markets might not be as optimistic as expected. Renewable energy has been in focus since Japan's earthquake, but the government energy plans are mostly long-term policies.

      The demand from China's solar market has been far less than the supply of China-based solar firms.

      Q: What do you think the trend for the solar market in 2011-2012 is?

      A: According to many international research institutes, global installations in 2010 were around 18GW. Due to changes in incentive programs in Europe, the installations in 2011 should be around 16-20GW.

      As for the future trend, I personally think the time period between 2011 and the first half of 2012 is an adjustment period for the industry. The capacity expansion of each segment of the supply chain will slow down, except for polysilicon suppliers. Hopefully 2013 will be the year for the market condition to turn upwards as prices will have been low for the two previous years.

      Q: China-based solar firms have not yet halted capacity expansion. What is your view on the cross-strait competition of the solar market?

      A: Taiwan-based solar firms lack polysilicon supplies. China-based firms have been self-sufficient in upstream materials for solar products.

      Also, Taiwan-based solar firms lack sufficient funds and integration. Taiwan-based firms need to consider integration options and try to keep up with Chinese counterparts, especially when the latter continue to expand capacity despite weak demand.

      Q: China-based solar firms seem to excel in cost, material control, and government assistance. It seems no other country in the world has similar scale of integrated solar supply chain as China.What is your view?

      A: The China-based supply chain of solar products does have a great advantage. However, as the supply continues to increase, the domestic demand has not been able to catch up. If demand does not grow proportionately with supply, the oversupply concern will draw criticisms from other countries. The solar industry still heavily depends on government subsidies around the world to create sufficient demand. Therefore, I think the reasonable demand in China in 2012 should be above 1GW.

      Q: Do you have a plan for retirement?

      A: Motech will hold reelection of board of directors in 2013, I will finish a full term as chairman. However, I do not have a schedule for retirement.
      Avatar
      schrieb am 10.11.11 11:02:33
      Beitrag Nr. 192 ()
      Avatar
      schrieb am 26.04.12 21:20:50
      Beitrag Nr. 193 ()
      Motech expects April-May orders in excess of production capacity
      Nuying Huang, Taipei; Jackie Chang, DIGITIMES [Thursday 26 April 2012]


      Motech has been operating at full capacity since the Lunar New Year holidays due to a demand rebound and effects from the anti-dumping and anti-subsidy investigations by the US government against China-based firms, said Jack Hsieh, CFO and spokesperson of Motech.

      First-quarter 2012 shipments of solar cells were 320MW, according to Motech. Furthermore, the firm believes orders in April and May are likely to exceed capacity.

      Hsieh added that customers have been demanding solar cells with high conversion efficiency and this is what Motech has been striving for.

      As for the solar market in China, Hsieh believes the investigation by the US government has been limiting the distribution of China-made solar products. This is likely to increase the competition of China-based firms in the domestic market.
      Avatar
      schrieb am 04.05.12 11:35:41
      Beitrag Nr. 194 ()
      Reste bis auf ein Erinnerungsstück heute verkauft


      Beitrag zu dieser Diskussion schreiben


      Zu dieser Diskussion können keine Beiträge mehr verfasst werden, da der letzte Beitrag vor mehr als zwei Jahren verfasst wurde und die Diskussion daraufhin archiviert wurde.
      Bitte wenden Sie sich an feedback@wallstreet-online.de und erfragen Sie die Reaktivierung der Diskussion oder starten Sie
      hier
      eine neue Diskussion.

      Investoren beobachten auch:

      WertpapierPerf. %
      +0,02
      -0,95
      +0,35
      +0,36
      -0,93
      -2,50
      -1,30
      +0,34
      -0,20
      +1,31
      Führender Solarzellenhersteller - Nr.4 oder Nr.5 der Welt - jetzt auch in Deutschland handelbar