The solar industry has demonstrated tremendous volatility over the past few years, with individual steps of the value chain and specific companies expanding (and contracting) violently. Although showing tremendous growth, the shifting landscape makes it difficult to uncover promising opportunities and hidden risks among emerging technologies and rapidly evolving markets. While solar adoption won’t meet outsized expectations in the near-term, solar will wildly beat them long-term – but often in unexpected ways.
At the downstream systems level, solar is a construction industry, not a consumer-oriented one like semiconductors or IT. This false analogy has led investors, tech developers and governments to struggle with investments in the solar industry due to a fundamental misconception of adoption cycles. Solar Systems Intelligence subscribers receive macro- and company-level analysis on device and power electronics manufacturers, installers, and system owners that take into account how the drivers and impediments to technology adoption are unique for the solar industry.
Lux Research helps companies, investors, and governments understand the unique challenges facing them in order to be successful in the solar industry, by helping to:
Sample topics covered by Lux Research: