{"id":759,"date":"2009-08-10T07:42:34","date_gmt":"2009-08-10T07:42:34","guid":{"rendered":"http:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/08\/10\/canadian-solar-un-groupe-qui-illustre-levolution-du-business-photovoltaique-a-base-de-silicium\/"},"modified":"2012-07-12T11:47:33","modified_gmt":"2012-07-12T11:47:33","slug":"canadian-solar-un-groupe-qui-illustre-levolution-du-business-photovoltaique-a-base-de-silicium","status":"publish","type":"post","link":"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/08\/10\/canadian-solar-un-groupe-qui-illustre-levolution-du-business-photovoltaique-a-base-de-silicium\/","title":{"rendered":"Canadian Solar un Groupe qui illustre l’\u00e9volution du business photovolta\u00efque \u00e0 base de silicium"},"content":{"rendered":"

                  Canadian Solar<\/span><\/strong> comme son nom l'indique est une Soci\u00e9t\u00e9 de droit canadien. Elle a \u00e9t\u00e9 cr\u00e9\u00e9e en 2001 par le Dr Shawn Qu, un ancien de chez ATS Automation, la maison m\u00e8re de Photowatt International, plus connu en France. Canadian pr\u00e9sente la particularit\u00e9 d'avoir localis\u00e9 toutes ses productions en Chine (lingots de Silicium, wafers, cellules et modules) ainsi que son Centre de Recherches. Canadian Solar est cot\u00e9e sur le Nasdaq. C'est une entreprise de taille moyenne du business du photovolta\u00efque qui faisait plus de 92% de son chiffre d'affaire en Europe au premier semestre 2008, mais qui depuis la catastrophe de l'embargo espagnol, essaie de se diversifier aux Etats-Unis et en Asie. Le volume de production est pass\u00e9 par un maximum au troisi\u00e8me trimestre 2008 \u00e0 60MW, pour s'effondrer ensuite \u00e0 moins de 20 MW durant deux trimestres successifs et revenir \u00e0 48 MW au cours du deuxi\u00e8me trimestre 2009.<\/p>\n

\"Canadian-Solar-dollar-par-watt\"<\/a> <\/span><\/span> <\/p>\n

<\/span><\/span><\/p>\n

             La comparaison des chiffres de ce dernier trimestre connu avec ceux du T2 2008 est instructive sur l'\u00e9volution du business: pour des volumes commercialis\u00e9s sensiblement identiques (47 et 48 MW) le chiffre d'affaire trimestriel est pass\u00e9 de 213 M$ au T2 2008 \u00e0 114 M$ aux deuxi\u00e8me trimestre 2009. Illustration d'une radicale baisse des prix (FIG.), ph\u00e9nom\u00e8ne bien connu des industries des composants \u00e9lectriques et \u00e9lectroniques durant les p\u00e9riodes de surproduction.<\/p>\n

             Mais ce qui impressionne le March\u00e9 dans cette aventure, c'est le retour rapide \u00e0 la rentabilit\u00e9 de l'entreprise par cette remont\u00e9e des volumes dans un march\u00e9 globalement d\u00e9prim\u00e9. Le Dr Qu explique que cet exploit est d\u00fb \u00e0 une tr\u00e8s grande flexibilit\u00e9 de ses op\u00e9rations chinoises et \u00e0 un tr\u00e8s faible co\u00fbt de la transformation du wafer au module<\/span>, le coeur du m\u00e9tier. Ce co\u00fbt \u00e9tait de 0,71 $\/Watt au premier trimestre, il est pass\u00e9 \u00e0 0,60 $\/Watt<\/span><\/strong> au deuxi\u00e8me trimestre de cette ann\u00e9e. <\/p>\n

            Avec une estimation du prix de revient du wafer \u00e0 moins d'un dollar par Watt (LIRE LDK<\/a>), Canadian est profitable avec un prix de vente de 2,4 $\/Watt soit sensiblement \u00e0 1,5 fois le co\u00fbt du produit<\/span>, \u00e0 condition de "faire du volume" pour couvrir ses frais fixes. <\/p>\n

            C'est la raison pour laquelle les cours des Soci\u00e9t\u00e9s chinoises du photovolta\u00efques profitent d'un regain d'int\u00e9r\u00eat en Bourse, Canadian Solar illustrant le dynamisme de cette reprise, avec un quasi doublement de son cours en un mois (FIG.II)<\/p>\n

\"Cours-PV-asie-2009-08\"<\/a> <\/p>\n

Le 10 Ao\u00fbt 2009<\/p>\n

–<\/p>\n","protected":false},"excerpt":{"rendered":"

                  Canadian Solar comme son nom l'indique est une Soci\u00e9t\u00e9 de droit canadien. Elle a \u00e9t\u00e9 cr\u00e9\u00e9e en 2001 par le Dr Shawn Qu, un ancien de chez ATS Automation, la maison m\u00e8re de Photowatt International, plus connu en France. Canadian pr\u00e9sente la particularit\u00e9 d'avoir localis\u00e9 toutes ses productions en Chine (lingots de Silicium, wafers, cellules […]<\/p>\n","protected":false},"author":341,"featured_media":20717,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-759","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorized"],"yoast_head":"\nCanadian Solar un Groupe qui illustre l'\u00e9volution du business photovolta\u00efque \u00e0 base de silicium - leblogenergie.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/blogs.thesocialmedia.com\/leblogenergie\/2009\/08\/10\/canadian-solar-un-groupe-qui-illustre-levolution-du-business-photovoltaique-a-base-de-silicium\/\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"Canadian Solar un Groupe qui illustre l'\u00e9volution du business photovolta\u00efque \u00e0 base de silicium - leblogenergie.com\" \/>\n<meta name=\"twitter:description\" content=\"                  Canadian Solar comme son nom l'indique est une Soci\u00e9t\u00e9 de droit canadien. Elle a \u00e9t\u00e9 cr\u00e9\u00e9e en 2001 par le Dr Shawn Qu, un ancien de chez ATS Automation, la maison m\u00e8re de Photowatt International, plus connu en France. 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