The cost benefit of tracking systems goes up as efficiency increases and goes down as panel costs go down. Currently, cheap low efficiency systems are the name of the game but a higher efficiency's tracking system might end up being valuable.

The important thing to note is it's a global market and even a fairly niche system can have a huge market. For example plenty of places like Oil derricks are space limited and not generally grid connected. Portability can also be useful for remote locations.