Two Scenarios That Could Lead To Significant Upside For Trina Solar's Stock

We think that the next major round of cost reductions will depend on an improvement in manufacturing technology that can boost conversion efficiencies and bring down input costs. However, this will not be easy. Almost all Chinese polycrystalline module manufacturers, including Trina Solar, use similar production technologies and their broad technology roadmaps are likely dependent on solar equipment manufacturers. This makes it difficult for a particular company to maintain meaningful cost leade...