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市場調查報告書
商品編碼
2160871
全球公用事業規模太陽能發電市場預測至2034年—按技術、太陽能追蹤系統、專案類型、電站容量和地區分類的分析Utility-Scale Solar Market Forecasts to 2034 - Global Analysis By Technology (Crystalline Silicon, Thin-Film, Bifacial Solar Modules, Perovskite and Tandem Technologies), Solar Tracking, Project Type, Plant Capacity, and By Geography |
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根據 Stratistics MRC 的數據,預計到 2026 年,全球公用事業規模太陽能發電市場將達到 1,210 億美元,並在預測期內以 10.0% 的複合年成長率成長,到 2034 年達到 2,594 億美元。
公用事業規模光電是指大規模太陽能發電廠,其發電量通常超過1兆瓦,並出售給電力公司或直接客戶。該市場涵蓋晶體矽、薄膜、雙面光伏組件、鈣鈦礦和串聯技術等多種技術,以及固定傾角系統、單軸追蹤和雙軸追蹤等太陽能追蹤配置。專案類型包括地面光伏、浮體式光伏和農光互補,電站容量從低於50兆瓦、50-100兆瓦、101-500兆瓦到超過500兆瓦不等。
降低太陽能發電成本,增強競爭力
太陽能發電成本的顯著下降以及與石化燃料競爭優勢的增強是公用事業規模太陽能發電市場的主要促進因素。太陽能發電的平準化度電成本(LCOE)目前已與傳統發電方式相媲美。組件和系統成本持續下降。政府的競標和採購活動正在加速太陽能的普及應用。隨著成本的降低,公用事業規模太陽能發電的部署不斷擴大,從而支撐著市場的持續成長。
土地徵用和電網限制
土地需求量大和輸電限制是公用事業規模太陽能發電市場的主要阻礙因素。大規模太陽能發電廠需要佔用大量土地,輸電基礎設施可能不足,且併網等待時間可能導致專案延長。這些土地和輸電方面的限制因素可能會阻礙太陽能發電在某些地區的部署。
雙面光接收模組和追蹤器的普及
雙面組件和太陽能追蹤器的日益普及為大規模太陽能發電市場帶來了巨大的發展機會。雙面組件透過捕捉反射光來提高發電量。單軸追蹤器透過追蹤太陽的運動來提高發電量。先進技術正在提升專案的經濟效益。隨著技術的進步,這些解決方案的市場佔有率正在不斷擴大。
與其他可再生能源和傳統發電方式的競爭。
來自其他再生能源來源和傳統發電方式的競爭對公用事業規模太陽能發電市場的成長構成威脅。風能將與太陽能形成互補。在某些市場,天然氣仍然具有競爭力。儲能成本將影響太陽能與儲能結合的系統的經濟效益。這些競爭可能會限制某些地區的市場成長。
新冠感染疾病對公用事業規模太陽能發電市場的影響喜憂參半。供應鏈中斷和專案延期阻礙了太陽能發電的普及。然而,疫情也加速了人們對可再生能源和脫碳的關注。政府的經濟刺激措施包括對清潔能源的資金投入。後疫情時代對可再生能源的持續關注正在支撐市場成長。
在預測期內,晶體矽細分市場預計將佔據最大的市場佔有率。
預計在預測期內,晶體矽將佔據最大的市場佔有率,這主要得益於其成熟的製造技術、高效率和成本降低。晶體矽在太陽能市場佔據主導地位,佔有率超過90%。該領域正受益於效率的持續提升。隨著公用事業規模太陽能發電的擴張,晶體矽在該技術領域仍保持最大的佔有率。
在預測期內,單軸追蹤細分市場預計將呈現最高的複合年成長率。
在預測期內,單軸追蹤細分市場預計將呈現最高的成長率,這主要得益於發電量增加、追蹤設備成本降低以及大型太陽能發電工程對其的廣泛應用。單軸追蹤設備透過追蹤太陽的運動,可將發電量提高15%至25%。此細分市場受惠於成本降低和可靠性提升。隨著專案經濟效益的提高,單軸追蹤預計將成為太陽能追蹤細分市場中成長最快的領域。
在預測期內,亞太地區預計將佔據最大的市場佔有率,這主要得益於大規模的太陽能發電部署、政府可再生能源目標以及成本下降。中國在太陽能發電部署方面領先全球。印度和東南亞國家也在擴大其太陽能發電產能。該地區的製造業規模帶來了成本優勢。由於其龐大的部署規模,亞太地區預計將繼續保持市場主導地位。
在預測期內,亞太地區預計將呈現最高的複合年成長率,這主要得益於太陽能發電的持續擴張、各國政府可再生能源目標的製定以及成本的下降。中國、印度和東南亞國家正在大力投資太陽能發電。各國政府推廣可再生能源的計畫也在加速推進。隨著太陽能發電部署的不斷擴大,亞太地區將迎來全球最快的市場成長之一。
According to Stratistics MRC, the Global Utility-Scale Solar Market is accounted for $121.0 billion in 2026 and is expected to reach $259.4 billion by 2034 growing at a CAGR of 10.0% during the forecast period. Utility-scale solar refers to large solar power plants that generate electricity for sale to utilities or direct customers, typically exceeding 1 MW capacity. The market encompasses technologies including crystalline silicon, thin-film, bifacial solar modules, and perovskite and tandem technologies with solar tracking configurations including fixed-tilt systems, single-axis tracking, and dual-axis tracking. Project types include ground-mounted solar PV, floating solar PV, and agrivoltaics across plant capacity ranges including below 50 MW, 50-100 MW, 101-500 MW, and above 500 MW.
Declining solar costs and improving competitiveness
The significant decline in solar costs and improving competitiveness with fossil fuels are primary drivers for the utility-scale solar market. Solar levelized cost of electricity is now competitive with conventional generation. Module and system costs continue declining. Government auctions and procurement drive deployment. As costs decline, utility-scale solar deployment expands, supporting sustained market growth.
Land requirements and transmission constraints
The significant land requirements and transmission constraints represent major restraints for the utility-scale solar market. Large solar plants require extensive land areas. Transmission infrastructure may be inadequate. Interconnection queues can delay projects. These land and transmission factors may limit deployment in some regions.
Growth of bifacial modules and trackers
The growing adoption of bifacial modules and solar trackers presents significant opportunities for utility-scale solar market expansion. Bifacial modules capture reflected light for higher output. Single-axis trackers follow the sun for increased generation. Advanced technologies improve project economics. As technology advances, these solutions capture growing market share.
Competition from other renewable and conventional generation
Competition from other renewable sources and conventional generation poses threats to utility-scale solar market growth. Wind provides complementary generation. Natural gas remains competitive in some markets. Energy storage costs affect solar-plus-storage economics. This competition may limit market growth in some regions.
The COVID-19 pandemic had a mixed impact on the utility-scale solar market. Supply chain disruptions and project delays affected deployment. However, the pandemic accelerated focus on renewable energy and decarbonization. Government stimulus packages included clean energy funding. Post-pandemic, continued renewable focus has supported market growth.
The Crystalline Silicon segment is expected to be the largest during the forecast period
The Crystalline Silicon segment is expected to account for the largest market share during the forecast period, driven by established manufacturing, high efficiency, and declining costs. Crystalline silicon dominates the solar market with over 90% share. The segment benefits from continuous efficiency improvements. As utility-scale solar grows, crystalline silicon maintains the largest technology segment share.
The Single-Axis Tracking segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the Single-Axis Tracking segment is predicted to witness the highest growth rate, fueled by increased energy yield, declining tracker costs, and adoption in utility-scale projects. Single-axis trackers follow the sun to increase generation by 15-25%. The segment benefits from cost reductions and improved reliability. As project economics improve, single-axis tracking delivers the fastest solar tracking segment growth.
During the forecast period, the Asia-Pacific region is expected to hold the largest market share, supported by massive solar deployment, government renewable targets, and declining costs. China leads global solar installation. India and Southeast Asian nations are expanding solar capacity. The region's manufacturing scale provides cost advantages. With deployment scale, Asia Pacific maintains its dominant market position.
Over the forecast period, the Asia-Pacific region is anticipated to exhibit the highest CAGR, driven by continued solar expansion, government renewable targets, and declining costs. China, India, and Southeast Asian nations are investing heavily in solar. Government programs promoting renewable energy are accelerating. As solar adoption expands, Asia Pacific delivers the fastest market growth globally.
Key players in the market
Some of the key players in Utility-Scale Solar Market include JinkoSolar Holding Co., Ltd., LONGi Green Energy Technology Co., Ltd., Trina Solar Co., Ltd., JA Solar Technology Co., Ltd., Canadian Solar Inc., First Solar, Inc., Adani Green Energy Limited, Nextracker Inc., Array Technologies, Inc., Enel Green Power S.p.A., NextEra Energy, Inc., Brookfield Renewable Partners L.P., ACEN Corporation, Lightsource bp, and Masdar.
In October 2026, Adani Green Energy Limited expanded its operational battery energy storage system capacity to 6.63 GWh, capturing over 50% of India's utility-scale operational storage and supporting round-the-clock renewable integration.
In October 2026, Enel Green Power finalized the acquisition of a 270 MW utility-scale solar portfolio in the United States for approximately €124 million to expand its North American generation footprint.
In August 2026, Brookfield Renewable Partners closed the acquisition of renewable developer Boralex alongside institutional partners, significantly scaling its pipeline of utility-scale solar, wind, and storage developments.
Note: Tables for North America, Europe, APAC, South America, and Rest of the World (RoW) Regions are also represented in the same manner as above.