The falling cost of polysilicon may have put a chokehold on suppliers like LDK Solar ( NYS: LDK ), JA Solar ( NAS: JASO ), and Renesola ( NYS: SOL ), but overall it's good for the industry's module costs. At the end of the day we had a much less expensive solar module, leading the way to grid parity and a slew of stocks that can't wait for 2011 to come to an end. Transition from subsidies to sustainable growth As 2011 closes, the industry is in the painful transition from heavily subsidized areas like Germany, Italy, and Spain to more stable markets like India, China, and the U.S. In the U.S., solar installations have grown 90% in the first three quarters of 2011 and the fourth quarter is expected to be another record quarter. Demand in India is expected to grow sixfold in 2011 and a recent auction to develop solar projects resulted in bids as low as $0.18 per kWhr.