China is five-folding it’s domestic solar market in 2015, guess who the winners will be..

Chinese Solar To Rule The World With Massive Chinese Stimulus – Seeking Alpha

Chinese Solar To Rule The World With Massive Chinese Stimulus
July 5, 2012 | includes: FSLR, JASO, JKS, STP, TSL, YGE

Last September, we asked the question: when will China become serious about domestic solar energy production? Up until now, China has played what can only be considered a smart game in the solar energy space. The technology was still expensive, much more so than most other domestic sources, so what it did is let its solar companies export and ride the wave of foreign (mostly German) subsidies.

That allowed Chinese solar companies to expand with amazing speed, moving from just about zero to over 50% of the solar production in less than a decade. It allowed the top Chinese solar companies to gain big economies of scale and learning, which allowed these companies to become world beaters (having access to cheap capital and labor certainly didn’t hurt either).

Simply look at the following figure, nine of the top 10 solar companies ranked in cost per watt are Chinese, what’s more, the only non-Chinese company comes in at number 10.

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Chinese Solar To Rule The World With Massive Chinese Stimulus – Seeking Alpha