To me, it looks like the place where there is a strong potential for early mover advantage: i.e. it's a zero.
Solar system installation is a commodity market inside a larger commodity market of general power systems. Residential sales are individual and high touch (even higher touch at the higher end). Construction projects have long timelines and often substantial local regulatory overhead, especially for electrical power systems at the scale of buildings.
On the other hand, low voltage power for digital devices can scale outward from small partial installations, e.g. one solar panel, one battery, one outlet. Low voltage power already has DIY components for applications such as landscape lighting. And it's not directly in competition with Seimens, Caterpillar, GE, and the local power company. And it can be delivered via DHL or UPS or the local retailer.
After 25 years in the industry, I don't believe that construction scales except for linearly. Of course that may be your goal and it's a good one.
Solar system installation is a commodity market inside a larger commodity market of general power systems. Residential sales are individual and high touch (even higher touch at the higher end). Construction projects have long timelines and often substantial local regulatory overhead, especially for electrical power systems at the scale of buildings.
On the other hand, low voltage power for digital devices can scale outward from small partial installations, e.g. one solar panel, one battery, one outlet. Low voltage power already has DIY components for applications such as landscape lighting. And it's not directly in competition with Seimens, Caterpillar, GE, and the local power company. And it can be delivered via DHL or UPS or the local retailer.
After 25 years in the industry, I don't believe that construction scales except for linearly. Of course that may be your goal and it's a good one.