Finlay Colville, senior analyst, Solarbuzz, discusses crystalline silicon (c-Si) producers in China, where capacity expansions could lead to a market flush with low-cost solar panels through 2011. What's the long-term expectation?

Next year looks set to see record revenues recorded by many equipment suppliers. For them, the only question is how long this can be sustained beyond the next 12 months, before equipment demand softens again.