The catalyst for the metamorphosis has been equal parts ambition, necessity and opportunity.
Over the past few years, the price of solar modules has plummeted and trade barriers have been erected around the world, making the business of selling modules an unpredictable and often unprofitable endeavour. At the same time — acting partly in response to the mounting troubles of China’s solar giants — Beijing has ignited a domestic market, creating enormous new demand for Chinese panels and potential new revenue streams for manufacturers capable of wading downstream.
The
