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just an observation      7-Nov-09 10:06 am    
not sure how q3 and q4 will develop but from the checking the offers on the installer forums recently there are some trends I see.

1. still alot of no name offers where people recommend not to buy them
2. still high volume on stp,yge and tsl. ok volume on csiq
3. low volume on producers like solf and others. not sure what is happening. either they brand under the schüco german brand (they have a cooperation with them) or there orders are going down.
same is true for other chinese module producers...their volume is loosing share against china big three + half (stp, yge, tsl, 1/2 csiq)
4. lower volume on fsrl compared to the past
5. stable volume on good german modules
6. still seems that in germany stp and yge have a higher share than tsl. tsl gaining though but yge and stp still leading. remember tsl is strong in south europe though

all in all I personally would stay away from any non tier1 china producers. they might have a pop in q3 but long-term they seem loosing market share I think.
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just an observation
abcdefgjoho Not rated 7-Nov-09 10:06 am  
 
Hi Abcd, Based on your observation of volume......
saleemakhta... Rate it 7-Nov-09 10:48 am  
 
256MW contracts announced since July with Pro...
floppy_6 Rate it 7-Nov-09 11:26 am  
 
To be exact - two latest major contracts...
floppy_6 Rate it 7-Nov-09 12:02 pm  
 
saleem, my reason is simple. ...
abcdefgjoho Rate it 7-Nov-09 01:22 pm  
 
Hi Abcd, Thanks for your re...
saleemakhta... Rate it 7-Nov-09 01:30 pm  
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Trina Solar Ltd. (TSL)

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