Yesterday we linked to a Reuters analysis suggesting that upstream solar companies–the makers of polisilicon and wafers–will fare better in the industry shakeout expected throughout the remainder of the year.
A separate report by the tech folks at Red Herring asserts that after the shakeout is complete, solar installers will be in position for rapid growth in what is being called "solar 2.0."
It is believed that as prices of solar panels come down as a result of oversupply and other price pressures in the industry, solar installers will be able to pass the savings along to customers while maintaining their margins.
Read the full report at the link below.
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