Solar
Within the tech sector, this industry focuses on the manufacturing of photovoltaic panels, inverters, and related system components that convert sunlight into electricity.
Why it exists
Solar converts light into electricity.
Why it’s necessary
It is the fastest-scaling form of new energy generation on Earth.
Key components
Solar cells & modules
Inverters
Racking systems
Grid interconnection
How to evaluate businesses
Module efficiency, cost per watt, scale, policy exposure, and financing access drive returns. Downstream installers hinge on project pipeline and tax regime stability.
How the industry could be improved
Grid-scale storage integration, AI forecasting for generation smoothing, perovskite breakthroughs, and faster interconnection permitting.