The professional Color Filter provider - Sintek, shows the clear preparation in PV module filed. Currently, the capacity reached 2MW / per month. The initial capacity could reach 25MW by the end of 2009, and extend by market demand. Indicated by Sintek, PV module demand is greater than supply, which including the orders from the United States, and Europe.
Sintek stock price reached rocket high profile, from NT3.79/ per share February 2nd 2009 increased to NT8.35/ per share March 25, 2009, the increase ratio is 120%. According to reliable authority, due to the large volume rush orders and color filter shortages, Sintek capacity can hardly take the orders from mainland China. Moreover; the Capacitive Touch Panel made Sintek three major business compositions completed.
According to Sintek, enter from LCD business to PV module field has relatively lower the difficulty. In fact, truly matter is how to sell the products. High level managements also have stronger confident in PV module business. At present, it is already established an independent business unit, and named “3e Solar Business Unit”. The estimated profit ratio is about 5% to 6%. In the future, Sintek plans to extend Polycrystalline Silicone PV module business step by step.
HannStar, the largest shareholder of Sintek, will reach full capacity in 5.0G production-line, thus, raising the input and sales amount of Sintek. According to reliable authority, Sintek capacity is full and even extended to May. Many TFT-LCD providers felt this short term recovery, and ordered raw materials aggressively. At Sintek, the orders are more than the production capacity.
As the legal person predict, Sintek capacity was full since March. If the selling price can increase properly, Sintek will see the possibility to break-even on May in this downturn season. |