The solar sector's price collapse isn't really about technological breakthroughs or efficiency gains. Look at the actual story: two decades of state-backed subsidies flooding the market with overcapacity, wiping out global competitors, and consolidating roughly 90% of the worldwide supply chain under concentrated control. What you're seeing isn't free-market competition — it's a strategically constructed market structure where one player dominates through systematic support mechanisms rather than pure innovation. Understanding these dynamics matters when analyzing how policy shapes long-term industry winners and supply chain dependencies.