Like all the other technologies before it, solar power is subject to the same laws of the marketplace: sooner or later it will become a commodity product. Once that occurs, the profit margins will shrink to very low levels and only the most cost effective producers will be able to compete at the global level. That said, if new solar technologies become available with significant improvements in efficiency or cost they will prove disruptive to the pricing for a period of time but will (just like a pond disturbed) will settle out.
As we unveil EE Times’ 2015 Silicon 60 list, journalist & Silicon 60 researcher Peter Clarke hosts a conversation on startups in the electronics industry. Panelists Dan Armbrust (investment firm Silicon Catalyst), Andrew Kau (venture capital firm Walden International), and Stan Boland (successful serial entrepreneur, former CEO of Neul, Icera) join in the live debate.