Japan's solar market could install 10 gigawatts this year, more than any country has ever installed in a single year. Companies like SunPower (NASDAQ:SPWR) and Canadian Solar (NASDAQ:CSIQ) are already pushing into the market, supplying a high percentage of their panels there at a high margin. But there are also opportunities for other manufacturers. 

Trina Solar (NYSE:TSL) and Yingli Green Energy (NYSE:YGE) need the Japanese market to return to profitability. The third quarter will tell whether they're taking a step in that direction or looking to China for growth. 

Erin Miller sat down with solar analyst Travis Hoium to discuss what's happening in Japan and who the winners and losers will be going forward.