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Actually, Q-Cells is one of several huge contracts. Don't forget Martifer (30MW) and Schuco (47MW) in addition to Q-Cells (100MW) for 2009. That's 177MW of 360MW = 50% in just those 3.
Aug 28 14:47 pm
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All Comments by imuni4fun »Solarfun Down Despite Reporting a Strong Quarter [View article]
They are working wafer capacity... that's why they purchased Jiangsu Yangguang. It will be ramped to initially cover 20% of their supply and eventually provide 40% of the needed wafers. This is how they will see a doubling of margin (increase of 5%), by Q4 i believe.
As stated in the conference call, the investment was made in increasing module processing because the return per unit investment was very high. It takes more time and money to develop the wafer equipment and process.