http://www.solarserver.com/solar-magazin…nuary-2013.html
This is just one point of data, but a surprisingly high one. 267 a month means annual runrate of 3.2 GW only in utility. Add residential and commercial to it and please consider that installations in the US are heavily backloaded towards Q3 and Q4.
I reckon that there must be plenty of shovel-ready projects in the US with signed permits and PPAs where the investors were purposely delaying construction to wait for the lowest module prices. And by now more than one developer must have realized that we've hit the bottom...