全球太陽能光電成長機遇

Global Solar PV Growth Opportunities

出版日期: 2023年11月03日 | 出版商:

Frost & Sullivan | 英文 73 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

脫碳配合措施和計劃成本持續下降推動轉型成長

對全球氣候變遷的擔憂導致了對可再生能源的投資增加和脫碳配合措施。可再生能源的配合措施始於 2016 年巴黎 COP21，並為各國制定了 2030 年實現的可再生能源目標，以緩解全球暖化。最近，在 COP26 上，100 多個國家承諾與 2020 年相比將甲烷排放減少 30.0%。鑑於石油和天然氣是甲烷排放的主要來源，這將對能源部門產生直接影響，並將進一步刺激向太陽能光電等其他可再生能源的過渡。

與各種再生能源來源相比，太陽能光電發電是一種有利的選擇，因為與風電相比，能源來源豐富且年度均可獲取，風電需要大量的土地和投資等資源，是一種低投資、低維護的選擇其特點是易於使用。到目前為止，產量波動一直是一個主要問題，但儲能技術的進步正在加強光伏發電的前景。

該研究評估了全球太陽能光電市場的成長機會，並使用專有模型估計了其收益潛力。該模型使用根據每個國家的個人和區域目標以及 2030 年其他次要資源估算的年度新增產能。它還介紹了決定行業成長的市場趨勢、價值鏈中的關鍵參與企業（光伏電池、組件、變頻器、運維）以及競爭環境。在適用的情況下，市場潛力是指 2022 年至 2030 年相關人員可獲得的估計商機的規模。對每個地區的主要國家進行了介紹，並詳細介紹了市場潛力。

主要發現
分析範圍
地理範圍
分割
主要價值鏈競爭
主要成長指標
配銷通路
價值鏈
生長促進因子
成長抑制因素
2022 年通貨膨脹控制法案 (IRA) 對太陽能投資的影響
歐盟綠色協議工業計畫（GDIP）、澳洲國家復甦基金（NRF）和印度生產掛鉤投資計畫（PLIS）對太陽能投資的影響

主要趨勢

主要市場趨勢
趨勢一：國內光電供應鏈推廣活性化
趨勢一：中國企業繼續壟斷多晶矽
趨勢一：儘管矽錠和矽晶圓日益多樣化，但中國仍佔據主導地位
趨勢一：中國以外組件產量不斷增加
趨勢二：企業對可再生能源購電協議的需求持續成長
趨勢 3：隨著製造商專注於提高容量和降低成本，變頻器將持續發展（而不是徹底改變）
趨勢 4：效率提高推動先進太陽能追蹤器的成長
趨勢四：到2030年約700GW太陽能光電將配備追蹤器
趨勢 5：先進的服務提案在太陽能光電維護策略中變得越來越重要
趨勢 6：隨著資產老化，維修和重新供電增加
趨勢七：P2P交易隨著智慧化程度的提高而擴大
趨勢八：太陽能光電的永續性迫使製造商最大限度地減少排放並確保材料的再利用
趨勢八：光伏回收減少對原始材料的需求並最大限度地減少掩埋
趨勢九：農業光電發展讓農作物與太陽能共存成為可能
趨勢十：新材料實用化進展
趨勢十：效率持續提升
趨勢十一：亞洲是未來浮體式光電（FPV）的熱點
趨勢十一：FPV將與離岸風電結合成為未來能源島的一部分
趨勢 12：在城市環境中擴大採用太陽能
趨勢12：先進光電建築整合（BIPV）成為強而有力的提案

成長機會分析

預測假設
按地區分類的年度產能增加預測
年度產能增加預測（依最終用戶類型）
各地區累積設置容量預測
累積設置容量預測（依最終使用者類型）
按地區分類的收益預測
收益預測（按最終用戶類型）
按地區分類的收益預測分析

成長機會宇宙

成長機會1：參與太陽能價值鏈
成長機會2：用於綠色氫氣生產的太陽能光電廠
成長機會 3：24/7可再生能源購電協議
成長機會四：提供專業維運服務
成長機會5：城市太陽能與離網部署解決方案

簡介目錄

Product Code: PED6-27

Decarbonization Efforts and a Continual Decline in Project Costs Drive Transformational Growth

Global climate change concerns have spurred a flurry of investments in renewable energy sources and other decarbonization initiatives. Efforts to focus on renewables were initiated at the 2016 COP21 in Paris, which led to countries setting renewable energy targets to achieve by 2030 in an attempt to mitigate global warming. More recently, at COP26, more than 100 countries pledged to cut methane emissions by 30.0% from 2020 levels, which would directly impact the energy sector, considering oil and gas is the main source of methane emissions, further spurring the transition to other renewable sources, such as solar photovoltaic (PV).

Solar PV is an advantageous option in comparison to the various renewable sources available, being a low-investment, low-maintenance option characterized by the year-round abundance of the energy source and ease of accessibility when compared to wind, which requires sizeable resources, including land and investment. Advancements in storage technologies have strengthened the case for PV, with variability in production having been a major source of concern in the past.

This study assesses growth opportunities for the global solar PV market and uses proprietary modeling to estimate its revenue potential. The model uses estimated annual capacity additions based on countries' individual and regional targets for 2030 and other secondary resources. The study also presents market trends that will define the industry's growth, major participants across the value chain (PV cells, modules, inverters, and O&M), and the competitive environment. Where applicable, market potential refers to the estimated revenue opportunity size between 2022 and 2030 available for interested stakeholders to capitalize on. Key countries in each region are profiled, detailing their market potential.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Solar Photovoltaic (PV) Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Key Findings
Scope of Analysis
Geographic Scope
Segmentation
Key Value Chain Competitors
Key Growth Metrics
Distribution Channels
Value Chain
Growth Drivers
Growth Restraints
Impact of the Inflation Reduction Act of 2022 (IRA) on Solar Investments
Impact of the EU Green Deal Industrial Plan (GDIP), Australia's National Reconstruction Fund (NRF), and India's Production-linked Investments Scheme (PLIS) on Solar Investments

Key Trends

Key Market Trends
Trend 1: The Push for a Domestic PV Supply Chain is Strong
Trend 1: Chinese Companies Continue to Dominate Polysilicon
Trend 1: Despite Some Diversification in Ingots and Wafers, China Remains Dominant
Trend 1: Modular Production Outside China is Rising
Trend 2: Corporate Renewable PPA Demand Continues to Grow
Trend 3: As Manufacturers Focus on Increasing Capacity and Lowering Costs, an Inverter Evolution (Rather Than Revolution) is Taking Place
Trend 4: Efficiency Gains Drive Growth of Advanced Solar Trackers
Trend 4: By 2030, Nearly 700 GW of Solar PV Will Have Trackers
Trend 5: Advanced Servicing Propositions are Becoming an Increasingly Crucial Component of Solar PV Maintenance Strategies
Trend 6: Revamping and Repowering are Growing as Assets Age
Trend 7: P2P Trading is Growing as Intelligence Increases
Trend 8: Solar PV Sustainability Means That Manufacturers are Under Pressure to Minimize Emissions and Ensure Material Reuse
Trend 8: PV Recycling Reduces the Requirement for Virgin Materials and Minimizes Landfilling
Trend 9: Agri PV Developments Mean Crops and Solar Can Coexist
Trend 10: New Materials are Being Deployed Commercially
Trend 10: Efficiencies are Constantly Increasing
Trend 11: Asia is the Future Hotspot for Floating Solar PV (FPV)
Trend 11: FPV, in Combination with Offshore Wind, Forms Part of the Energy Islands of the Future
Trend 12: Solar is Being Increasingly Incorporated in Urban Environments
Trend 12: Advanced Building-integrated PV (BIPV) is a Leading Proposition