The other three Chinese manufacturers don't look as mature in management depth and strategic planning. STP is doing a good job in locking up material and assembly vendors thanks to its more international management team.
The film technology you mentioned, how difficult is it for STP to get it if they really need to? Since more than one company has it, doesn't seem there is a huge technical/patent hurdle there.
The real concern is the government subsidied purchasing in Western countries might not be able to catch up with the capacity expansion in China. Then there will be a price war(might not be a bad thing to stimulate more demand long term), and STP as well as others can be hurt with the big upfront investment in their equipment.
But Mr. Shi is a man with vision and guts, so far the rest of the pack just look like copy cats to me.
The film technology you mentioned, how difficult is it for STP to get it if they really need to? Since more than one company has it, doesn't seem there is a huge technical/patent hurdle there.
The real concern is the government subsidied purchasing in Western countries might not be able to catch up with the capacity expansion in China. Then there will be a price war(might not be a bad thing to stimulate more demand long term), and STP as well as others can be hurt with the big upfront investment in their equipment.
But Mr. Shi is a man with vision and guts, so far the rest of the pack just look like copy cats to me.