There have been warnings that the big Chinese producers are too big — they're producing and selling so much that their customers won't need replacements until the manufacturers have gone bankrupt. (If you're a manufacturer and sell 1000 things per year and the world needs a total installed base of 100000, then you're in trouble if your things have a >10 year lifetime, see?)
But this doesn't look so bad for the solar vendors. The oil companies are still significant and can be driven bankrupt.
There have been warnings that the big Chinese producers are too big — they're producing and selling so much that their customers won't need replacements until the manufacturers have gone bankrupt. (If you're a manufacturer and sell 1000 things per year and the world needs a total installed base of 100000, then you're in trouble if your things have a >10 year lifetime, see?)
But this doesn't look so bad for the solar vendors. The oil companies are still significant and can be driven bankrupt.