Danger! Bad economists at work...
This sounds like badly researched nonsense to me. Basic economics tells us that the profit margins of solar cell manfacturers should if anything go up as the price of the raw material goes down .
It sounds to me like a lame excuse by the manufacturers who are actually scared of something much more fundamental: a rapidly failing market consequent upon the anticipated progressive withdrawal of government subsidies now that the wind farm and solar farm scams have finally been rumbled by the general public as being inherently uncompetitive and inappropriate for use as mainstream energy technologies,
Withdrawal of government subsidies for wind and solar would of course kill them stone dead.
There's real economics for you!