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After Talesun and China Sunenergy (CSUN), HT-Solar (HT-SAAE) and especially GCL are making life rough for the established module manufacturers.
Now that Solar World, one of the last major non-Asian producers, is out of the race, mainly Chinese companies are battling it out amongst themselves.
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One thing that is still playing right into the hands of domestic companies is the fact that customs clearance for modules from Taiwan and Malaysia is becoming increasingly difficult, even when they are not modules from China with disguised origin, but goods actually produced in these countries.
The European Commission is now so strict and resolute that many logistics companies offering importing or fiscal customs clearance as a service have had their fingers burnt.
Despite the still turbulent times, the mood at the solar trade fair in early June was generally very good, even though the visitor numbers, and the crush at the trade fair stands, was rather modest.
This left more time for intensive discussions and promising sales negotiations.That was offset by the many the many new products and services to discover in the energy storage area.