...most of the solar concentrator folks are targeting a reduced price point, some even below Soliant's. They do this simply by concentrating onto commodity solar cells, which can take more sunlight than they get in a flat 1-sun module.
In addition to trying to fit things into a self-contained,self-powered system in the same profile as current panels these guys have one other niche that is not as readily noted: they plan to use the triple junction cells which have higher efficiency when dealing with concentrated sunlight. They think they can get the power density of the units up above that of mono-Si, which would make them the most effective system available for those who are trying to squeeze as much power onto a small roof as they can. That is, if they can actually get a significant efficiency gain at their 2-3 sun concentration level. They seem to think they can.
Each of the companies has their target niche -- some will be thinner, some lighter weight, some better for BIPV and in-window use, some with better wind/stability/installation profiles, some more suitable to flat top roofs. A few of the things Soliant says set them apart actually do not -- other companies do low concentration and panel-profile units too -- but I don't think the others plan for high power density. So another company may beat them eventually in dollar-per-watt, but they'll still be leaders in at least one desirable spec.
Now all that of course hinges on whether their outsourced fabrication plans come together in a timely and efficient fashion. They have MIT helping them figure out how to scale the product and take advantage of mass production, but until you see quantity modules ship, there are good reasons to be skeptical of all the companies.
When a solar cell producer
buys into one, though, that's a good sign, and when a concentrator company
buys a lot of solar cells, that's also a good sign that products are
finally going to start moving. About damn time.