All Things Digital

Sunshine is free. Solar modules are not. But they are getting cheaper: UBS analyst Stephen Chin today revised his forecast for solar module pricing to down 20 percent from a previous estimate of down 14 percent. Chin says the recent move by the government in Spain to cap its solar subsidy program will move solar module volumes to other markets, including Germany and Japan, where lower pricing is required to generate favorable returns for solar system buyers. The revised Spanish solar subsidy program will cut installations in Spain to 300MW next year, from an estimated 1.2GW this year.

Chin today cut EPS estimates by about 10 percent for 13 global solar companies, including SunPower (SPWR), Evergreen Solar (ESLR), LDK (LDK), Suntech (STP), Yingli (YGE), Q-Cells, Solarworld, REC, Conergy, Solon, Motech, E-Ton and Sino-American Silicon. He also cut his rating on SunPower to Neutral from Buy, while increasing his rating on Energy Conversion Devices (ENER) to Buy from Neutral.

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For the solar industry, some promising news from the land of the rising sun.

According to Reuters, Japan’s Ministry of Economy, Trade and Industry is discussing bring back subsidies for the country’s solar sector. The story, citing unidentified ministry officials, says that the country is considering subsidies and tax breaks that could halve the cost of putting up solar panels in households. “It’s clear that lack of vision dented Japan’s lead in market share,” said the official.

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The stereotype of Japanese office culture–rigid, formal and hierarchical–is still the norm in most of the country. Hiroyuki Nishimura observes none of those rules. In spite of that, or perhaps because of it, the lackadaisical 31-year-old with a soul patch and wispy goatee has become the most influential figure on the Japanese Web.

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Japan’s four big ISP organizations have taken a logical step toward controlling file sharing: Flagrant violators will be warned via email and then disconnected, the Yomiuri Shimbun says. Although this practice will horrify the content-should-be-free community, it’s actually a far more sensible approach than, say, the RIAA’s suing sharers. It is also, presumably, a smart step for ISPs struggling to control the exploding use of bandwidth.

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