Consolidation amidst the shakeout in the solar industry has a number of looks.
There's the attrition we've seen from Q-Cells, Solon, Odersun, ECD, and others as firms fall to bankruptcy, victims of their high cost structure and intense competition.
There's the manufacturing restructuring route, with announcements in the last few day of shuttered production lines at First Solar and SunPower.
There's the massive collapse of companies in China's polysilicon industry. In a solar market full of subsidy uncertainty, plummeting margins, and global oversupply – what strategic moves can a module supplier make to minimize risk and recover margins?
