logoalt Hacker News

overfeedyesterday at 10:51 PM3 repliesview on HN

> Chinese labs are doing a favor to the world. But I can also say with 100% certainty that if US labs were to close shops next year, Chinese labs would immediately start charging $$.

How would do you explain the pricing of Chinese solar panels, after managing to destroy other countries' solar industries? The prices are still dropping per watt.

Could it be China's internal demand for solar is big enough, and its long-term governmental strategy on renewables result in an outcome that almost looks like largesse to the rest of the world? I suspect Chinese AI may follow a similar path.


Replies

Chilkoyesterday at 11:33 PM

> The prices are still dropping per watt.

FYI if you look into what has happened in the wholesale solar market since the end of 2025, this is no longer true. Prices are now 20% higher than they were in Nov/Dec, and were even higher earlier this year. Hard to predict the future but we may have reached a price floor, as at 2025 prices the module suppliers were below cost and losing money. The market dynamics have changed significantly since then

andy_pppyesterday at 11:00 PM

China may well save the world with green energy but I’m skeptical to assume we should just trust them to share their best intelligence with us freely, it’s a totally different think to sharing their best intelligence.

bg24yesterday at 11:08 PM

[flagged]

show 3 replies