首頁 > 市場調查報告書 > 能源/環境

太陽光發電

市場調查報告書

商品編碼

1372594

全球太陽能板回收市場 - 2023-2030

Global Solar Panel Recycling Market - 2023-2030

出版日期: 2023年10月18日 | 出版商:

DataM Intelligence | 英文 182 Pages | 商品交期: 約2個工作天內

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

概述

全球太陽能板回收市場在 2022 年達到 1.555 億美元，預計到 2030 年將達到 4.196 億美元，2023-2030 年預測期間年複合成長率為 13.3%。

由於光伏技術安裝量的增加和永續廢物管理的不斷推動，全球太陽能板回收市場正在經歷顯著成長。全球光電市場快速擴張，報廢光電模組的管理已成為維持這種清潔能源對環境的正面影響的關鍵問題。

此外，光伏組件的使用壽命約為 30 年，光伏部署的增加將導致達到使用壽命的組件數量預計增加。國際能源總署光伏發電系統計畫（IEA PVPS）和國際再生能源機構的報告估計，到2030年，全球廢棄光伏組件將累計達到17-800萬噸，到2050年累計達到60-7800萬噸。

此外，太陽能板回收市場正在關注減少、再利用和回收原則，回收成為永續管理不斷成長的廢棄光伏組件數量的重要選擇。亞太地區是太陽能板回收市場成長最大的地區，這是由於該地區太陽能發電能力的快速擴張所推動的。隨著再生能源在全球能源領域佔據重要地位，亞太地區的光電系統預計將顯著成長。

分析師預測，到 2050 年，光伏技術成本將進一步降低至每瓦 0.42 美元，這增加了亞洲國家的建設活動。此外，中國和越南是這場太陽能革命的主要國家，預計到2021年中國將新增超過300吉瓦的太陽能發電容量。作為全球太陽能發電容量擴張的一部分，亞洲正在發揮重要作用，這種成長將創造太陽能板回收市場龐大。

動力學

太陽能板回收的重要性日益增加

太陽能板回收市場預計將受到推動，重點是解決全球報廢光伏組件數量不斷增加的問題。根據IEA PVSP報告，在常規損失情境下，預計到2030年將產生170萬噸光伏組件廢料，到2050年預計將達到約6000萬噸。在早期損失情境下，這些數字可能會在2020年增加至800萬噸。2030年達7800萬噸，2050年達7800萬噸。

2019年法國收集了4,905噸光伏廢料，較往年大幅增加。非營利組織 Soren 負責管理法國的光伏組件廢棄物，包括收集和回收。新的光伏回收設施於 2021 年啟動，預計 2022 年將推出更多設施。此外，澳洲在維多利亞州引入了強制性法規，日本也發布了正確的報廢處理指南。

此外，美國各州紛紛推出法規鼓勵光電模組回收產能擴張。例如，全球最大的光伏回收商First Solar的薄膜CdTe光伏組件回收能力為每天150噸。由於州級法規，美國沒有專門針對光伏廢棄物管理的聯邦法規。隨著太陽能產業的擴張，永續光伏廢棄物管理的需求變得越來越重要。

政府舉措

太陽能電池板回收市場預計將受到政府政策和措施的推動。美國太陽能的大幅成長使得報廢的太陽能板數量不斷增加。政府政策認知到從報廢太陽能板中回收有價值材料的潛力。面板的回收減少了垃圾掩埋場的壓力，也為回收業創造了就業機會。

國際再生能源機構預計，到2030年，全球從報廢板回收的原料總價值將約為4.5億美元，相當於生產約6,000萬塊新板所需的原料成本。此外，歐盟和印度都制定了雄心勃勃的再生能源目標，重點是提高太陽能發電能力。

例如，印度的目標是到2022 年安裝60 吉瓦的地面太陽能系統和40 吉瓦的屋頂太陽能系統，到2030 年可再生能源總容量目標為450 吉瓦。這些目標推動了太陽能產業的成長，從而導致需要回收的報廢太陽能板增加。

垃圾不斷增加，成本高，回收能力不足

太陽能板回收市場受到太陽能板回收能力不斷增加的影響，隨著越來越多的電池板達到其使用壽命，市場還沒有準備好應對預期的廢物激增。由於缺乏基礎設施，這是一項重大挑戰。投資太陽能板回收的經濟誘因歷來都很弱。雖然面板含有少量銀等貴重材料，但它們主要由低價值玻璃製成。它降低了回收的經濟吸引力。

此外，根據 IEEFA 的數據，回收單一太陽能板的成本估計在 20 美元至 30 美元之間，遠高於將其送往垃圾掩埋場的成本，後者僅為 1 美元至 2 美元。成本差異阻礙了回收工作。此外，收集太陽能電池板並將其運送到回收設施的成本可能很高，特別是如果電池板廣泛分散在各個地點的話。運輸成本佔回收總費用的一部分。

The solar panel recycling market is experiencing significant growth globally driven by the increasing installation of photovoltaic technology and the growing push towards sustainable waste management. Rapid expansion of PV market globally, the management of end-of-life PV modules has become a crucial issue for maintaining the positive environmental impacts of this clean energy source.

Furthermore, the PV modules having an approximate lifespan of 30 years, the rise in PV deployment lead to projected increase in the number of modules reaching their end of useful life. A report by the International Energy Agency Photovoltaic Power Systems Programme (IEA PVPS) and the International Renewable Energy Agency estimated that waste PV modules globally could account to 1.7-8.0 million tons cumulatively by 2030 and 60-78 million tons cumulatively by 2050.

In addition, the solar panel recycling market is witnessing a focus on the principles of reduce, reuse and recycle, with recycling emerging as a vital option to manage the growing volume of waste PV modules sustainably. Asia-Pacific is largest growing region in the solar panel recycling market which is driven by the rapid expansion of solar power capacity in the region. As renewable energy takes substantial stage in the global energy sector, Asia-Pacific is supposed to witness significant growth in photovoltaic systems.

Further decreasing costs of PV technology as per analysts projecting costs as low as US$ 0.42 per watt by 2050, have increased construction activity across Asian countries. Also, China and Vietnam are the major nations in this solar revolution, with China expected to add over 300 GW of solar capacity by 2021. As part of the global solar power capacity expansion, Asia is playing a major role and this growth will create a substantial market for solar panel recycling.

Dynamics

Growing Importance of Solar Panel Recycling

The solar panel recycling market is expected to be driven with a focus on addressing the increasing volume of end-of-life PV modules globally. According to IEA PVSP report, under a regular loss scenario, an estimated 1.7 million tons of PV module waste are expected by 2030 and around 60 million tons are anticipated by 2050. In an early loss scenario, these numbers could increase to 8 million tons by 2030 and 78 million tons by 2050.

France collected 4,905 tons of PV waste in 2019, marking significant growth from previous years. Nonprofit organization Soren manages PV module waste in France, including collection and recycling. New PV recycling facilities were launched in 2021, with more expected in 2022. Also, Australia has introduced mandatory regulations in the state of Victoria and Japan has published guidelines for proper end-of-life treatment.

Furthermore, Various U.S. states have introduced regulations to encourage PV module recycling capacity expansion. For instance, First Solar which is the world's largest PV recycler, has a recycling capacity of 150 metric tons per day for its thin-film CdTe PV modules. With state-level regulations, there is no federal regulation specific to PV waste management in U.S. The need for sustainable PV waste management is becoming more critical as the solar industry expands.

Government Initiatives

The solar panel recycling market is expected to be driven with the government policies and initiatives. The major growth of solar energy in U.S. made an increasing volume of end-of-life solar panels. Government policies recognize the potential for recovering valuable materials from end-of-life solar panels. The recycling of panels decreases the pressure on landfills and also creates job opportunities in the recycling sector.

International Renewable Energy Agency projected that by 2030, the combined value of recovered raw materials from end-of-life panels globally will be about US$ 450 million which is equal to the cost of raw materials needed to produce approximately 60 million new panels. Furthermore, both the EU and India have set ambitious renewable energy targets with the focus on substantial capacities for solar energy.

India, for instance, aims to install 60 GW of ground solar systems and 40 GW of rooftop solar by 2022, with a total renewable energy capacity target of 450 GW by 2030. The targets drive the growth of the solar energy sector which leads to an increase in end-of-life solar panels that need recycling.

High Costs and Insufficient Recycling Capacity for Growing Waste

The solar panel recycling market is impacted by the increasing capacity for recycling solar panels and the market is not prepared to handle the expected surge in waste as more panels reach the end of their lifespan. It is the major challenge as because of the lack of infrastructure. The financial incentive to invest in solar panel recycling has historically been weak. While panels contain small amounts of valuable materials like silver, they are predominantly made of low-value glass. It makes recycling less economically attractive.

Furthermore, according to IEEFA the cost of recycling a single solar panel is estimated to be between US$ 20 and US US$30, significantly higher than the cost of sending it to a landfill, which is only US$ 1 to US$ US$2 . It cost disparity discourages recycling efforts. Also, collecting and transporting solar panels to recycling facilities can be costly, especially if the panels are widely dispersed across various locations. The transportation costs contribute to the overall expense of recycling.

Segment Analysis

The global solar panel recycling market is segmented based on process, panel and region.

Mechanical Recycling Dominates Solar Panel Recycling

Mechanical solar panel recycling holds the largest segment in the recycling process. Advanced mechanical recycling methods can recover up to 99% of raw materials at an impressive rate of one solar panel per 40 seconds. Current methods, like First Solar's recycling process, are capable of reusing approximately 90% of the semiconductor material and 90% of the glass in its modules. However, access to these facilities remains limited for most solar customers at this time.

An Italian consortium, La Mia Energia, has developed a PV module recycling process known as the Photo Voltaic Panel Mobile Recycling Device, which boasts an impressive recovery rate of nearly 99% of raw materials. The key feature of this technique is its remarkable speed, taking just about 40 seconds to fully recycle a standard panel, depending on its size and the conditions at the recycling site.This process distinguishes itself from conventional thermo-Laser panel recycling methods by employing a series of patented mechanical steps.

Geographical Penetration

Asia-Pacific Leads Solar Panel Recycling Market Growth

Asia-Pacific is the largest region in solar panel recycling market, driven by the rapid expansion is expected to lead to a substantial increase in the decommissioning of aging equipment. It is estimated that China will dumps approximately 250 GW of solar panels and 280 GW of wind turbines by 2040, necessitating effective recycling solutions. As China leads the way in adopting these recycling measures, it sets an example for other Asia-Pacific countries to follow, driving growth in the solar panel recycling market across the region.

Furthermore, India's Ministry of New and Renewable Energy has taken significant steps by including solar modules and solar cells under the e-Waste Management Rules 2022. It move imposes responsibilities on producers for managing and recycling solar industry waste. Such regulations are expected to increase awareness and encourage the recycling of solar panels throughout their lifecycle. The industry has the potential to become a "Sunrise" sector, with estimates suggesting that the solar waste recycling business could surpass US$ 15 billion by the middle of the century. It growth could also contribute to the generation of more than 600 GW of green energy.

Competitive Landscape

The major global players in the market include: Recycle Solar Technologies, Silcontel, First Solar, Veolia, Reclaim PV, Echo Environmental, Silicontel ltd, Cleanlites , Rinovasol Group, SMA Solar Technology.

COVID-19 Impact Analysis

COVID-19 pandemic made a major impact on the solar panel recycling market. As a result of the pandemic, many solar panel recycling facilities have been forced to downsize their operations and lay off key employees. In addition, the restrictions on travel and movement due to the pandemic have disrupted the international supply chain of materials and other necessary components for solar panel recycling.

It caused a shortage of materials and components, resulting in increased costs. Furthermore, the economic crisis caused by the pandemic has decreased the demand for solar panel recycling materials, affecting the industry's profitability and sustainability. The reduced demand for recycled material has caused an increase in the volume of solar panels going to landfill, resulting in an increase in environmental strain and pollution.

Russia-Ukraine War Impact

The war between Russia and Ukraine had a big impact on the recycling of solar panels. It caused a lot of problems like economic issues and disruptions in how things are made and traded in both countries. Because of this, fewer solar panels were recycled and the major players in the region have seeing other alternatives.

One of the key repercussions of this conflict was a decline in the demand for materials essential in the manufacturing of solar panels. The economic activity in the region slowed down, causing a decreased need for these materials. It economic downturn made it increasingly challenging for solar panel manufacturers to obtain the necessary resources, resulting in higher production costs for new panels. The elevated production costs further strained the solar panel recycling market.

By Process

Mechanical
Laser
Thermal

By Panel

Monocrystalline Silicon
Polycrystalline
Thin-Film
Amorphous

By Region

North America
- U.S.
- Canada
- Mexico

Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe

South America
- Brazil
- Argentina
- Rest of South America

Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific

Middle East and Africa

Key Developments

In June 2022, a new startup called Solarcycle secured US$ 6.6 million in venture capital funding for its ambitious goal of recycling 95% of high-value content from solar panels. It development comes as U.S. solar industry is expected to resume its rapid installation of solar panels, aligning with the Biden administration's target to transition the nation's electrical grid to 100 percent renewable power by 2035.
In July 2023, Japanese conglomerate Marubeni Corporation and Osaka-based industrial group Hamada jointly established Rexia Corporation, a company dedicated to providing solar panel recycling and reuse services in Japan. Rexia's services encompass the sale, purchase and disposal of used solar panels, with the aim of diverting materials from landfills and extending the lifespan of older panels.
In July 2023, the research team at UNSW Sydney has developed a new and environmentally friendly solar panel recycling process that significantly improves the recovery of valuable silver and other materials from photovoltaic (PV) panels. It patented sieving process aims to address the growing problem of PV waste and the need for more efficient recycling methods.

Why Purchase the Report?

To visualize the global solar panel recycling market segmentation based on process, panel and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of solar panel recycling market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global solar panel recycling market report would provide approximately 53 tables, 48 figures and 182 Pages.

Target Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Process
3.2. Snippet by Panel
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Growing Importance of Solar Panel Recycling
  - 4.1.1.2. Government Initiatives
- 4.1.2. Restraints
  - 4.1.2.1. High Costs and Insufficient Recycling Capacity for Growing Waste
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia - Ukraine War Analysis
5.6. DMI Opinion

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Process

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 7.1.2. Market Attractiveness Index, By Process
7.2. Mechanical*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Laser
7.4. Thermal

8. By Panel

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 8.1.2. Market Attractiveness Index, By Panel
8.2. Monocrystalline Silicon*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Polycrystalline
8.4. Thin-Film
8.5. Amorphous

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1. U.S.
  - 9.2.5.2. Canada
  - 9.2.5.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1. Germany
  - 9.3.5.2. UK
  - 9.3.5.3. France
  - 9.3.5.4. Italy
  - 9.3.5.5. Russia
  - 9.3.5.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.5.1. China
  - 9.5.5.2. India
  - 9.5.5.3. Japan
  - 9.5.5.4. Australia
  - 9.5.5.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. Recycle Solar Technologies*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. Silcontel
11.3. First Solar
11.4. Veolia
11.5. Reclaim PV
11.6. Echo Environmental
11.7. Silicontel Ltd
11.8. Cleanlites
11.9. Rinovasol Group
11.10. SMA Solar Technology

LIST NOT EXHAUSTIVE