There's a good article IMO in RE World that covers the general state of the industry today from manufacturing to downstream and leasing and financing. In the article, it quotes a recent research report from GTM that has CSIQ as 1 of the 4 that are "highly likely to become industry leaders";
"Of the 49 firms that the report charts, GTM predicts that only Canadian Solar, Trina Solar, Yingli and Sunpower are highly likely to become industry leaders. It rates First Solar, Hyundai Heavy Industries, Talesun, Rensola, JA Solar, Suntech and Jinko solar as possibly becoming market leaders but states it’s unclear at this time."
A couple other good quotes from the article;
"“If you are in downstream you are healthy. If you’re manufacturing, you’re not healthy,” Prabhu put it simply."
"Lahey said this is a huge milestone for solar, one that “few technologies in the cleantech world have achieved.” U.S banks are increasingly putting up large amounts of money to fund solar leasing programs. “With solar approaching grid parity in several large markets, these mature companies are starting to view the industry as less risky,” said Lahey."
"Recurrent Energy’s Arno Harris acknowledges that this is a “stressful” time in the solar industry. “It’s difficult on individual companies and stressful on people who work in the industry," he said. But he points out that these are the type of growing pains that the industry must experience in order to get stronger.""
On that last point, being an investor I concur with the stress part...
http://www.renewableenergyworld.com/rea/news/article/2012/12/strategic-investing-in-the-solar-industry-who-is-buying-whom-and-why
Saturday, December 15th 2012, 3:17am
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