@GeofCox @Tallish_Tom I think a service-oriented reading might be a more optimistic one. I wonder if solar is the new "textiles" when it comes to economic development: that one industry that requires local labour, develops technical expertise, and builds foundational, local manufacturing know-how.
Solar installation is always going to be a service. Frames, wiring, and power management equipment can be locally created. None of that part is hard, but it's at least (going by local prices) 2/3 of the job.
Batteries are a bigger step, but doable after materials research is communicated.
This leads to local experiments in panel production, perhaps only to reduce transport costs, perhaps as a political move.
Once a country or economic block understands all the processes it can protect local manufacturing (IIRC) Swiss-style: imposing a tariff that matches import prices to local production, but only until local production quantities are sold. Local production is forced to compete on quality, not price.