Tag Archives: Steve Jobs

How fast industries can change: mobile phones and solar power

In only half a dozen years Microsoft went from laughing at the iPhone to admitting MS had none of the mobile phone or mobile device market, while Apple became the most valuable company in the world. Another entrenched industry, electric power will also change radically in only a few years, and solar power will win like the Internet did.

MG Siegler of Google Ventures blogged this on ParisLemon 20 September 2013, What A Difference Six Years Makes…

Steve Ballmer, 2007:

Steve Ballmer

Right now we’re selling millions and millions and millions of phones a year. Apple is selling zero phones a year.

Steve Ballmer, a few months later:

It’s sort of a funny question. Would I trade 96% of the market for 4% of the market? (Laughter.) I want to have products that appeal to everybody.

Now we’ll get a chance to go through this again in phones and music players. There’s no chance that the iPhone is going to get any significant market share. No chance.

Steve Ballmer, yesterday:

Mobile devices. We have almost no share.

And it wasn’t just Steve Jobs riding Moore’s Law on an iPhone: Continue reading →

What is Moore’s Law for solar power?

Many people are unfamiliar with Moore’s Law, and how it affects solar power. Moore’s Law doesn’t occur in many technologies or industries, but it’s there in solar photovoltaic (PV). For those of us whose whole working lives have been affected by Moore’s Law, seeing it turn up in another field is like a flashing neon sign pointing to the future. A future of distributed solar power sunrise over the crumbling industrial relics of coal, nuclear, and natural gas plants. A future with much less control by monopoly utilities, which is why they fight it. If they even see it coming; Bill Gates didn’t, back in the day, but Jeff Bezos of Amazon did. They both surfed that tide, and Moore’s Law made both of them among the richest humans on the planet while changing the world for all of us. Steve Jobs even used it to put a computer in your pocket more powerful than big companies could buy a few decades ago. What does Moore’s Law for solar power mean for electric power?

This chart shows the telltale symptom of Moore’s Law in solar electricity: 65% compound annual growth rate in solar power plants deployed for the past 5 years:

Source: Solar Power Graphs to Make You Smile by Zachary Shahan for CleanTechnica 10 June 2011.

As SunPower’s Dinwoodie puts it:

That 17 GW installed in 2010 is the equivalent of 17 nuclear power plants — manufactured, shipped and installed in one year. It can take decades just to install a nuclear plant. Think about that. I heard Bill Gates recently call solar “cute.” Well, that’s 17 GW of “cute” adding up at an astonishing pace.

Bill Gates should recall that Moore’s Law made formerly “cute” PCs with his “cute” operating system Windows expand into every company in the world and made him the second richest human on the planet. Growth of computer software markets, like for the U.S. as shown in the graph on the right, is a symptom of the original Moore’s Law. Software runs on hardware, and these hardware market curves are driven more directly by Moore’s Law:

Continue reading →