• Related Research

  • On the Ground: Solar May 09, 2012

    Pacific Epoch analysts provide an update on the state of domestic polysilicon production capacity amid a continued decline in poly spot prices, the effect of long-term poly price…

  • Quick Take: Solar Subsidy Scope Wider Than Expected May 04, 2012

    Pacific Epoch analysts examine the government's "Golden Sun" subsidy program results, comparing it against previous industry expectation and weighing its impact.

  • On the Ground: Solar April 25, 2012

    In this edition, we examine the competitive landscape among Chinese PV producers in the booming Japanese solar market, including its high barriers to entry, as well as the usual…

  • On the Ground: Solar April 11, 2012

    In this edition, we look at where the next big area for module production cost control efforts lies, as well as the usual price updates and company information gathered from throughout…

  • On the Ground: Solar March 28, 2012

    In this report, we look at the effects of changing market conditions on private-sector construction of photovoltaic farms, as well as the usual solar product price and company…

  • On the Ground: Solar March 14, 2012

    This edition follows reactions to the recently announced FIT cuts in major solar market Germany, including PV product price declines and major listed firms’ strategic reactions.

  • On the Ground: Solar February 29, 2012

    In the final weeks of February, photovoltaic products prices were stable, though recent news about German FIT cuts is likely to depress prices again. This edition also builds on…

  • On the Ground: Solar February 15, 2012

    Prices of PV products are starting to rebound, according to our first report after the Chinese New Year seasonal lull in the market, though we see limited upside potential in the…

  • On the Ground: Solar February 01, 2012

    We investigate a surge in capacity utilization rates among top-tier cell producers despite ongoing market oversupply and limited near-term visibility, as well as the usual product…

  • On the Ground: Solar January 11, 2012

    In this report, we examine how Chinese solar products companies are distancing themselves from their competitors by investing in R&D, as well as the usual price updates and company…