"The key question will be whether this technological improvement can be fully commercialized and then compete against the scale advantages and head starts of the established Chinese crystalline competitors, Yingli Green Energy (YGE), Trina Solar Limited (TSL), STP, JA Solar Holdings (JASO) and others. It should be noted that 1366 operates upstream from a module manufacturer in that its technology, as described on the website, is for manufacturing solar cells. Solar cells are then combined to create solar modules. However, many Chinese companies are vertically integrated and manufacturer their own cells for their own modules."