While we expect product shipments to decrease slightly, we estimate lower revenues and depressed margins due to rapidly declining average selling prices throughout the solar supply chain.
Above, the average forecast of Trefis members for mobile phones EBIT margin for emerging markets indicates that margins will stay flat at around 12.5%, compared to the baseline Trefis estimate of a decrease from 10.5% in 2010 to 7.5% during the same period.