Higher ASP & Tight Supply Leads Chinese Polysilicon Supplier Daqo New Energy’s Q2/2021 Revenues To Jump Up Over 230%; Management Sees Constrained Supply To Continue In 2022, But Demand To Grow
Thursday, 19 Aug 2021
In a tight supply environment for polysilicon Daqo New Energy sold its products for ASP of $20.81 per kg in Q2, the highest it has experienced since Q1/2017.
Enphase Energy Reports $316 Million GAAP Revenues & 40.4% Gross Margin In Q2/2021; Bears Higher Component Costs & Sees Supply Chain Issues To Continue In Q3/2021, Before Getting Better In Q4/2021
Wednesday, 28 Jul 2021
Enphase Energy said the component supply chain issues continued to impact its business in Q2/2021, something it sees continuing in Q3/2021 but smoothening in Q4/2021. Revenue mix in Q2/2021 comprised 81% US and 19% rest of the world.
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