![]() |
市場調查報告書
商品編碼
1871954
全球光電市場:預測至2032年-按組件、部署方式、技術、最終用戶和地區分類的分析Solar Power Generation Market Forecasts to 2032 - Global Analysis By Component, Deployment, Technology, End User, and By Geography |
||||||
根據 Stratistics MRC 的一項研究,預計到 2025 年,全球太陽能光電市場價值將達到 2,929 億美元,到 2032 年將達到 4,796 億美元。
預計在預測期內,太陽能發電將以7.3%的複合年成長率成長。太陽能發電是指透過光伏電池(PV電池)或聚光型太陽熱能發電系統將太陽光轉換為可用電能的過程。這些技術能夠捕獲太陽能並將其轉化為電能,且不排放溫室氣體,因此是一種清潔、可再生能源來源。太陽能發電廣泛應用於住宅、商業和工業領域,在減少對石化燃料依賴的同時,促進了永續性,並支持了全球向綠色能源解決方案的轉型。
根據國際能源總署(IEA)的數據,到 2022 年,全球太陽能發電量將增加創紀錄的 270兆瓦時(TWh),達到 1300兆瓦以上。
政府政策和激勵措施促進可再生能源的採用
上網電價補貼、稅額扣抵和可再生能源配額制等政策降低了投資風險,並提高了太陽能計劃的經濟效益。此外,美國《通貨膨脹控制法案》和歐洲綠色交易等旨在實現碳中和的國家舉措,創造了長期、可預測的需求。這些政策有效降低了資本成本,加速了大規模分散式太陽能發電的普及,為市場的持續擴張和技術進步提供了根本動力。
大型計劃的土地供應和監管障礙
大型太陽能發電廠需要大片連片土地,這將與農田和保護區爭奪土地,並可能引發當地居民的反對。此外,冗長且往往分散的核准流程,包括許可、環境評估和併網核准,會顯著延誤計劃進度並增加成本。這些因素抑制了投資,減緩了新建太陽能裝置的步伐,並成為限制該產業成長潛力的主要阻礙因素。
電池技術和智慧電網整合的進步
電池成本的下降和效率的提高使得太陽能能夠被儲存起來,用於高峰用電或夜間使用,從而克服了間歇性供電的挑戰。此外,與智慧電網的整合改善了需求面管理,並實現了雙向能量流動,提高了電網穩定性。這種協同效應正在將太陽能從不穩定的電源轉變為可靠、可調節的電力解決方案,釋放出新的價值,並加速其在住宅、商業和公共產業領域的應用。
與其他可再生能源(例如風能和水力發電)的競爭
太陽能產業面臨來自成熟可再生能源(尤其是風能和水力發電)的持續競爭。在條件優越的地區,陸上和離岸風力發電的平準化能源成本通常更低,因此成為電力公司的首選。此外,儘管新的風電場址有限,但水力發電能夠提供太陽能發電在沒有儲能的情況下無法實現的關鍵基本負載電力。這種對輸電能力、政策關注和投資資金的競爭,迫使太陽能市場不斷創新並降低成本,以保持競爭優勢。
新冠疫情初期擾亂了全球太陽能供應鏈,封鎖和材料短缺導致計劃延期和建設停滯。主要製造地的工廠關閉造成零件價格波動和物流瓶頸。然而,隨著供應鏈的調整和建設的恢復,市場展現出驚人的韌性,在2021年強勁反彈。此次危機也凸顯了能源安全和脫碳的戰略重要性,促使許多國家政府在其經濟復甦計畫中加強對清潔能源的承諾,最終鞏固了疫情後市場的長期發展基礎。
預計在預測期內,太陽能電池板/組件細分市場將佔據最大的市場佔有率。
預計在預測期內,太陽能電池板/組件細分市場將佔據最大的市場佔有率,因為該組件是任何太陽能計劃的核心資本支出。不斷提升組件效率的技術創新,以及持續擴大的生產規模和成本的急劇下降,正在鞏固其市場主導地位。此外,從大規模公用事業電站到分散式屋頂系統,全球對新增裝置容量的持續需求確保了組件仍然是最盈利的細分市場,其市場規模與全球每年新增裝置容量直接相關。
預計在預測期內,混合動力汽車細分市場將實現最高的複合年成長率。
受電網穩定性和能源獨立性需求不斷成長的推動,混合型電網預計將在預測期內實現最高成長率。這些系統將太陽能與其他能源(例如風能)以及最重要的電池儲能結合,提供更可靠、更靈活的電力解決方案。它們能夠提供不間斷的電力供應並最佳化能源利用,使其在商業、工業和偏遠地區微電網應用中越來越受歡迎,並將混合型電網計劃定位為可再生能源應用發展的下一個階段。
預計亞太地區將在預測期內佔據最大的市場佔有率。這一主導地位主要得益於中國和印度的巨額投資和雄心勃勃的可再生能源目標,兩國正在迅速擴大太陽能發電能力,以應對日益成長的能源需求和污染挑戰。此外,政府的支持性政策、強大的製造業能力以及豐富的土地計劃,都鞏固了該地區作為全球太陽能中心和主要需求中心的地位。
預計亞太地區在預測期內將呈現最高的複合年成長率。儘管中國和印度仍是主要的成長引擎,但東南亞新興經濟體,如越南、泰國和菲律賓,正透過優惠的上網電價補貼政策和競標機制加速推動太陽能部署。成熟市場的擴張,加上新興市場在強力的政策支持和技術成本下降的推動下實現的快速成長,預計將使亞太地區在未來幾年成為成長最快的地區。
According to Stratistics MRC, the Global Solar Power Generation Market is accounted for $292.9 billion in 2025 and is expected to reach $479.6 billion by 2032, growing at a CAGR of 7.3% during the forecast period. Solar power generation is the process of converting sunlight into usable electricity through photovoltaic (PV) cells or concentrated solar power systems. These technologies capture solar energy and transform it into electrical power without emitting greenhouse gases, making it a clean and renewable energy source. Widely used in residential, commercial, and industrial applications, solar power helps reduce dependence on fossil fuels while promoting sustainability and supporting the global shift toward green energy solutions.
According to the International Energy Agency (IEA), global solar PV generation increased by a record 270 TWh in 2022, reaching over 1,300 TWh.
Government policies and incentives promoting renewable energy adoption
Policies like feed-in tariffs, tax credits, and renewable portfolio standards de-risk investments and enhance the economic viability of solar projects. Furthermore, national commitments to carbon neutrality, as seen in the US Inflation Reduction Act and the European Green Deal, are creating long-term, predictable demand. These initiatives effectively lower the cost of capital and accelerate the deployment of utility-scale and distributed solar capacity, making them a fundamental driver for sustained market expansion and technological advancement.
Land availability and regulatory hurdles for large-scale projects
Large-scale solar farms require extensive, contiguous areas, leading to competition with agricultural and conservation land, which can trigger local opposition. Additionally, navigating the lengthy and often fragmented processes for permits, environmental clearances, and grid connection approvals creates substantial project delays and increases costs. These factors can deter investment and slow down the pace of new solar installations, acting as a major restraint on the industry's growth potential.
Advancements in battery storage and smart grid integration
The declining cost and improving efficiency of batteries enable the storage of solar energy for use during peak demand or nighttime, overcoming the challenge of intermittency. Moreover, integration with smart grids allows for better demand management and two-way energy flow, enhancing grid stability. This synergy transforms solar from a variable source into a reliable, dispatchable power solution, unlocking new value streams and accelerating its adoption across residential, commercial, and utility sectors.
Competition from other renewable sources like wind and hydro
The solar industry faces persistent competition from established renewable alternatives, particularly wind and hydropower. In regions with favorable conditions, onshore and offshore wind can often achieve lower levelized costs of electricity, making them a preferred choice for utilities. Additionally, while limited in new site availability, hydropower provides crucial baseload generation that solar cannot match without storage. This competition for grid capacity, policy attention, and investment capital pressures the solar market to continuously innovate and reduce costs to maintain its competitive edge.
The COVID-19 pandemic initially disrupted the global solar supply chain, causing project delays and construction halts due to lockdowns and material shortages. Factory closures in key manufacturing hubs led to component price volatility and logistical bottlenecks. However, the market demonstrated remarkable resilience, recovering strongly in 2021 as supply chains adapted and construction resumed. The crisis underscored the strategic importance of energy security and decarbonization, leading many governments to reinforce their clean energy commitments in economic recovery plans, ultimately strengthening the market's long-term fundamentals post-pandemic.
The solar panels/modules segment is expected to be the largest during the forecast period
The solar panels/modules segment is expected to account for the largest market share during the forecast period as this component represents the core capital expenditure of any solar project. Continuous technological innovations driving up panel efficiency, coupled with sustained manufacturing scale and plummeting costs, solidify its dominance. Additionally, relentless global demand for new installations, from massive utility farms to distributed rooftop systems, ensures that panels remain the highest revenue-generating segment, with its market size directly tied to the annual capacity additions worldwide.
The hybrid segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the hybrid segment is predicted to witness the highest growth rate driven by the escalating need for grid stability and energy self-sufficiency. These systems, which integrate solar with other sources like wind or, crucially, battery storage, offer a more reliable and dispatchable power solution. Their ability to provide uninterrupted electricity and optimize energy usage makes them increasingly attractive for commercial, industrial, and remote microgrid applications, positioning hybrid projects as the next evolutionary step in renewable energy deployment.
During the forecast period, the Asia Pacific region is expected to hold the largest market share. This dominance is anchored by colossal investments and ambitious renewable targets in China and India, which are rapidly expanding their solar capacity to meet soaring energy demand and address pollution concerns. Furthermore, supportive government policies, vast manufacturing capabilities, and the availability of significant land resources for large-scale projects consolidate the region's position as the global solar powerhouse and primary demand center.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. While China and India remain key growth engines, emerging economies in Southeast Asia, such as Vietnam, Thailand, and the Philippines, are accelerating their solar deployments through favorable feed-in tariffs and auctions. This combination of established market expansion and burgeoning new markets, all fueled by strong policy backing and falling technology costs, positions the Asia Pacific region for the most rapid growth in the coming years.
Key players in the market
Some of the key players in Solar Power Generation Market include NextEra Energy, Inc., Enel S.p.A., Iberdrola, S.A., Electricite de France S.A., Engie SA, RWE AG, TotalEnergies SE, Orsted A/S, Brookfield Renewable Partners L.P., Corporacion Acciona Energias Renovables, S.A., Adani Green Energy Limited, Tata Power Company Limited, ReNew Energy Global plc, ACWA Power Company, Abu Dhabi Future Energy Company PJSC, Scatec ASA, Canadian Solar Inc., China Three Gorges Corporation, and State Power Investment Corporation Limited.
In October 2025, Iberdrola has completed the acquisition of Caixa de Previdencia dos Funcionarios do Banco do Brasil ("PREVI")'s stake in Neoenergia, amounting to 30.29% of the capital. Following the transaction, agreed upon in the spirit of full cooperation that has always governed relations between the two companies, Iberdrola now controls approximately 84% of the company's share capital.
In July 2024, Enel S.p.A. ("Enel") informs that EGPE, a Group company controlled through Endesa, signed an agreement with Masdar, a major renewable player, for the sale to the latter of a minority stake, equal to 49.99% of the share capital, in EGPE Solar[4], a vehicle recently incorporated to encompass all of Endesa's already operational photovoltaic (PV) assets in Spain, for an overall installed capacity of around 2 GW.
In June 2024, NextEra Energy Resources and Entergy announced a joint development agreement to accelerate the development of up to 4.5 gigawatts of new solar generation and energy storage projects across Arkansas, Louisiana, Mississippi, and Texas, aiming to provide low-cost renewable energy to growing markets.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.