產業趨勢誰的鼻子最靈? 當然是拿錢出來的VC... 根據GIGAOM這篇文章, 今年以來在Solar產業的資金流動方向出現了一些變化: 錢往最上游原料與最下游終端產品出口移動. 對於那些擴廠幾G幾G的... 站在保留的態度..
Instead, venture capitalists are looking for materials that can significantly boost the sunlight-to-electricity efficiencies without requiring hefty investments to build factories. They also like solar software and services, which as we’ve pointed, could still be a good area for early-stage investments.
很意外的, 竟然最下游的project developer scope也在VC感興趣的項目... 應該是看中美國政府決心boost RE產業吧.
Lately, solar companies that provide sales, installation, financing and other services at the retail end have been attracting venture capital, along with startups that focus on developing materials that could be made in house and licensed for another stream of revenues.
至於現階段, 中國與台灣廠商大舉投資的量產業務或CIGS等其他新興項目 看看這些VC的看法:
Yokell said that, in retrospect, there might have been “too many dollars that went to me-too types of investments.” The best pitch from startups these days should include a discussion about how they could make money with far less money than their peers, he added.
“Even if you have something interesting, investors will be scared if you have to raise $150 million to commercialize your innovation,” Yokell said.
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