Did you not see a couple of new supplies in 2018 and some only started shipping recently? (including GXY) ??
I've already posted one supplier before in HC...
As for why price drop? I guess you need to go to China and talk to the supply chain like Citi and Canaccord Genuity did.. I guess they are talking Sh*t ?
One thing about China is that they have restrictive capital outflow.. so getting paid is hard. They also love playing games including signing long agreements... There is a trick to the long term agreement customers can play if one is not careful....(ie: not ordering (hence no need to pay) and yet still be in agreement)
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