Comments on: A Chinese solar giant goes bankrupt, and why that’s a good thing http://gigaom.com/2013/03/20/a-chinese-solar-giant-goes-bankrupt-and-why-thats-a-good-thing/ Sat, 25 May 2013 13:49:21 +0000 hourly 1 http://wordpress.com/ By: Utomo Prawiro http://gigaom.com/2013/03/20/a-chinese-solar-giant-goes-bankrupt-and-why-thats-a-good-thing/#comment-1322286 Thu, 21 Mar 2013 23:58:18 +0000 http://gigaom.com/?p=622306#comment-1322286 Innovation is needed to increase the efficiency. If the efficiency increase and also battery price drop (not the panel price drop) it will make more bigger sales.

]]> By: Solar Advocate http://gigaom.com/2013/03/20/a-chinese-solar-giant-goes-bankrupt-and-why-thats-a-good-thing/#comment-1321726 Wed, 20 Mar 2013 19:57:18 +0000 http://gigaom.com/?p=622306#comment-1321726 Please don’t make the mistake of applying normal business logic to a nationalized company, let alone one in China. ;-)

The bad thing about this-short term-is prices will likely stabilize if not edge up a bit, slowing adoption. Looking longer out, the good thing is it will likely continue to drive funding and research in raising the efficiencies of thin film solar and graphene based solar.

]]> By: Arun Shanbhag http://gigaom.com/2013/03/20/a-chinese-solar-giant-goes-bankrupt-and-why-thats-a-good-thing/#comment-1321695 Wed, 20 Mar 2013 18:00:46 +0000 http://gigaom.com/?p=622306#comment-1321695 Can you pl explain how this makes sense: “slow the fall in solar panel prices and allow demand to rise back up again.”

I would have thought that as prices increase, demand for solar panels will decrease; basic economics, no?

Its the Managers and Investors who want prices to increase so they can “profit” more; they are really not pro-consumer.

(After much travels in rural india) the current lower demand tells me that prices are still too high. Drop prices further to the average cost of black-top roofing and demand should soar.

Best
Arun

]]> By: Albert Hartman http://gigaom.com/2013/03/20/a-chinese-solar-giant-goes-bankrupt-and-why-thats-a-good-thing/#comment-1321693 Wed, 20 Mar 2013 17:56:10 +0000 http://gigaom.com/?p=622306#comment-1321693 Innovation theory (C.Christensen) says that when one part of the value stack commoditizes, profits move to the adjacent layers above and below. Look for opportunities there.

]]> By: Arjan Eikelenboom http://gigaom.com/2013/03/20/a-chinese-solar-giant-goes-bankrupt-and-why-thats-a-good-thing/#comment-1321691 Wed, 20 Mar 2013 17:50:26 +0000 http://gigaom.com/?p=622306#comment-1321691 Innovation will continue and many more will collapse. Once the market is ready to restore itself there will be new investors and all will be good. Mister Sunshine.

]]> By: Katie Fehrenbacher http://gigaom.com/2013/03/20/a-chinese-solar-giant-goes-bankrupt-and-why-thats-a-good-thing/#comment-1321671 Wed, 20 Mar 2013 16:58:53 +0000 http://gigaom.com/?p=622306#comment-1321671 IMHO as solar continues to become a commodity, investors will be willing to invest in non-manufacturing innovation, like financing, services, marketing, installation, etc.

]]> By: Eddie Lutz http://gigaom.com/2013/03/20/a-chinese-solar-giant-goes-bankrupt-and-why-thats-a-good-thing/#comment-1321647 Wed, 20 Mar 2013 15:54:20 +0000 http://gigaom.com/?p=622306#comment-1321647 It’s not a good thing for innovation either. No one’s going to want to invest in solar now, and it takes capital to make innovations.

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