In most places, solar is perfectly competitive without subsidies. Take my prosperous corner of the EU. No direct subsidies, nor the indirect subsidy net metering is. .37€/kWh average residential all-in electricity price caused a solar boom anyway.
The short term result of that solar boom is an ever steeper duck curve [0]. Negative electricity pricing more frequently and longer. Lots of creativity aligning production and demand. Think dynamic pricing, energy storage both as heat and electricity, and more. Great to see these products and services springing up.
I see early signs of much larger actors adjusting to the changed electricity landscape. Ever larger scale industrial scale clients are embracing the entire spectrum of solar, electric steam generation, heat pumps and battery storage. Exciting things with the market providing a strong tail wind.