Finally they are getting real competition from the free market. The new paradigm is, "Home owner, you don't worry about site survey, investment cost, installation contractor etc etc. Here is the deal. We install our solar panels in your property using our workers. We install a meter. You pay for whatever electricity we deliver at this price. There is x year lock in period, after that we take our stuff away anytime you cancel the contract. You compare apples to apples, metered electricity cost to metered electricity cost".
Even after the subsidies are taken away, even after imposing road blocks by politicians and utility commissions, this would not be stopped. The technology already has very strong market where the grid is poor. India, Pakistan, many developing countries, etc. They will provide the demand and the technology will advance. Then private companies will raise investment to compete with utilities. As people start using less and less of the grid, it becomes more and more expensive for the utility to find cash for infrastructure upgrades. That will feed into the vicious cycle, and utility companies will face big problems keeping customers.