JA Solar Holdings Co. Earnings Call Nuggets: Geographical Shipment Details and Guidance By Region

JA Solar Holdings Co. (NASDAQ:JASO) recently reported its fourth quarter earnings and discussed the following topics in its earnings conference call.

Geographical Shipment Details

Satya Kumar – Credit Suisse: I was wondering if you can give some detail on the shipments by geography in Q4. How much was Japan, China, EU, U.S. and RoW? And can you give some detail by region on why Q1 shipments are down about 20%?

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Bill Chen – VP of Strategic Development: You asked for Q4, right, Q4 (indiscernible)?

Satya Kumar – Credit Suisse: Yeah, right.

Bill Chen – VP of Strategic Development: The China domestic is 317 megawatt.

Jian Xie – COO: I will give you the percentage impact on the jobs that we breakdown. So, for China market, firstly, we will breakdown on the module shipment. For the China market, I think I think it is about 20% – 48% and for year-over-year market is below 30% and Asia-Pacific excluding China is about 25%.

Satya Kumar – Credit Suisse: How much is Japan in there?

Jian Xie – COO: Japan and other Asia-Pacific country is about 25%.

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