The growth of the solar industry has been limited by the supply of the polysilicon material used to make solar panels.

FORBES: New Technique Creates First Plastic Solar Cell

Citi's Benson believes the German company Wacker Chemie should be least affected by the feed-in tariffs because of its low-cost position in polysilicon, a material used to make solar panels.

FORBES: Energy

Piper Jaffray analyst Jesse Pichel said high prices for polysilicon--a key material used in solar cell manufacturing--eroded LDK's margins.

FORBES: Magazine Article