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電力設備太陽光發電

市場調查報告書

商品編碼

1735876

2024-2035年全球太陽能光電逆變器產業

Solar PV Inverter Industry, Global, 2024-2035

出版日期: 2025年05月09日 | 出版商:

Frost & Sullivan | 英文 48 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

太陽能光電投資創歷史新高，推動太陽能逆變器收益

預計到2024年，太陽能光電將佔所有發電投資的45%，並在未來十年保持此水準。逆變器是光伏系統中的關鍵零件之一，佔總系統價值的5%至 15%，具體取決於最終用戶細分。本研究評估了太陽能光電逆變器的全球市場潛力和成長機會。逆變器分為三類：中央逆變器，主要用於大型公用事業設施；串列型逆變器，用於商業和住宅建築等中型設施，最近也用於公用事業計劃；微型逆變器，主要用於住宅設施，在商業領域也有一定使用。逆變器收益預測與太陽能光電產業預測一致。 Frost & Sullivan累計系統運作當年的收益，光電逆變器也是如此。

各部門收益預測

基準年收益估計約為 300億美元，2023年至2035年研究期間的年複合成長率約為 10%。

主要調查結果
光電逆變器比較分析
光電逆變器採購參數
哪些因素會影響逆變器的可靠性？
IGBT故障類型
電容器故障類型
關鍵策略趨勢
用於光伏逆變器的氮化鎵半導體的生長
擴大數位解決方案的使用，提高逆變器智慧化
透過數位化運維最大限度地減少電弧故障並確保連續性
混合逆變器解決方案因電池儲能系統（BESS）的成長而受到關注
成長動力
成長抑制因素
預測假設
價格趨勢
各地區收益預測
各部門收益預測
依產品類型預測收益
各地區收益預測-組串列型逆變器
各地區收益預測-中央逆變器
各區域收益預測-微型逆變器

2024年太陽能光電逆變器市場佔有率

區域分析

北美：依產品分類的收益預測
中國：依產品分類的收益預測
西歐：依產品分類的收益預測
中歐和東歐：依產品分類的收益預測
東亞：依產品分類的收益預測
印度和南亞：依產品分類的收益預測
ASEAN：依產品分類的收益預測
ANZ、太平洋：依產品分類的收益預測
拉丁美洲：依產品分類的收益預測
中東和北非：依產品分類的收益預測
撒哈拉以南非洲：依產品分類的收益預測
俄羅斯/獨立國協：依產品分類的收益預測

成長機會宇宙

成長機會1：碳化矽/氮化鎵轉換器
成長機會2：PID控制逆變器
成長機會3：GFM逆變器

附錄與後續步驟

成長機會的益處和影響
後續步驟
附件列表
免責聲明

簡介目錄

Product Code: MHBB-27

Record Investment Levels in Solar PV Drives Solar Inverter Revenues

Solar PV accounted for 45% of all power generation investment in 2024, and it is forecast to maintain this throughout the next decade. Inverters are one of the key components within a PV system, accounting for anywhere from 5% to 15% of the total system value, depending on the end customer segment. This study assesses the global market potential and growth opportunities for solar PV inverters. It includes three broad categories of inverters - central inverters, used mostly in large-scale utility installations; string inverters, used in medium-sized installations, such as commercial and residential establishments, and increasingly utility projects; and micro inverters that are mostly used in residential setups with some installations in the commercial sector. The revenue forecast for inverters is aligned to the solar PV industry. Frost & Sullivan accounts for revenues in the year the system comes online and the same applies for PV inverters.

Revenue Forecast by Segment

The base year revenue estimate is approximately $30 billion, with a CAGR of around 10% for the study period from 2023 to 2035.

Scope of Analysis

This study assesses the global market potential and growth opportunities for solar PV inverters. It includes three broad categories of inverters - central inverters, used mostly in large-scale installations and large commercial buildings; string inverters, used in medium-sized installations, such as commercial and residential establishments; and micro inverters that are mostly used in residential setups with some installations in the commercial sector.

The revenue forecast for inverters is aligned to the solar PV industry. Frost & Sullivan accounts for revenues in the year the system comes online and the same applies for PV inverters.

Short, medium, and long terms refer to 1 to 2 years (2025-2026), 3 to 4 years (2027-2028), and 5 to 11 years (2029-2035), respectively.

Scope

Element

Description

Industry Analysis

Comprehensive assessment of solar PV inverter market trends.

Competitive Landscape

Evaluation of key players and market positioning strategies.

Market Opportunities

Identification of growth segments and investment areas.

Technology Trends

Exploration of innovations influencing the industry.

The Impact of the Top 3 Strategic Imperatives on the Solar PV Inverter Industry

Competitive Intensity

Why: The level of competition in the solar PV inverter industry is high. Chinese inverter producers have invested significant sums in new production facilities, and the result has been that average costs have declined in recent years.
Frost Perspective: For project developers, the declining PV inverter costs, coupled with far more significant cost reductions for modules is enabling them to bring down project costs, thus making solar PV more competitive. For inverter manufacturers to stand out, they need to try and differentiate their products by offering advanced features.

Geopolitical Chaos

Why: Major conflicts have made energy security a major concern. Increasing economic competition is resulting in a higher use of tariffs, principally by the United States. Tariffs act to distort industries by making imported goods more expensive and domestically produced goods more competitive.
Frost Perspective: Tariffs (and incentives) are increasing investment in markets outside of China, particularly in the United States as components need to be locally produced. Major inverter manufacturers are seeking to diversify where they produce, which can be challenging as they are also under pressure to be cost competitive.

Innovative Business Models

Why: As the intelligence of the grid increases, those assets on the grid gain more importance. There has been strong growth in residential solar PV in the past two years, and more commercial & industrial businesses will install PV as the costs continue to decline.
Frost Perspective: The electricity produced from Solar PV projects is an asset. When combined with other DERs such as BESS and EV Chargers it can generate additional revenues for the asset owners - or it can mitigate potential demand charges or high electricity bills. Inverters are a key component in enabling this greater intelligence.

Growth Restraints

Whilst there are significant incentives and support mechanisms for solar PV in many geographies, as substantial number still lack effective policy support to ensure that market can reach its full potential.

While there are several programs offering rebates on solar panels, there aren't many incentives for inverters, increasing the upfront costs for non-bankable/small-scale and residential projects.

Delays in planning permission and grid connections can delay the progression of solar PV projects, resulting in lower inverter sales.

Growth Drivers

The increasing cost competitiveness of solar PV based generation is driving a huge pipeline of projects.

National renewable targets drive demand for solar PV and inverters.

While there are unique applications for DC power, the reliability, efficiency in power transmission, flexibility, and cost advantages have made AC power the most widely used, thereby making inverters a critical component of the solar PV system.

Renewables are characterized by variability in generation. Inverters improve power quality of grid connected PV systems.

Hybrid inverters act as reliable power back up during grid failure/blackouts, ensuring smooth business operations.