This economist article basically says that the industry is in trouble with too much capacity (60GW) relative to demand (30GW), and that China, by maintaining zombie firms is hurting the business for the longer term by slowing the necessary restructuring. This argues for prices to stabilize for several years until supply is matched to demand and it is possible to build new plants with better economics.
On the positive side this shows that the PV business has become mainstream with mainstream business news like the Economist and financial analysts from places like Bloomberg and CitiBank paying it serious attention.
By Edmund Kelly