太陽能光電晶圓市場－全球產業規模、佔有率、趨勢、機會和預測（按類型、晶圓尺寸、應用、地區和競爭細分，2020-2030 年）

2024 年全球太陽能光電晶圓市場價值為 149.9 億美元，預計到 2030 年將達到 295.9 億美元，預測期內複合年成長率為 11.82%。

全球太陽能光伏 (PV) 晶圓市場正經歷強勁成長，這得益於太陽能作為主流發電來源的快速擴張以及晶圓設計和製造技術的不斷進步。光伏晶圓是太陽能電池的基本組成部分，在決定太陽能組件的效率、性能和總成本方面發揮著至關重要的作用。全球能源需求的不斷成長、脫碳目標以及政府主導的推廣再生能源的舉措，正在推動住宅、商業和公用事業規模應用對光伏晶圓的需求。市場受到對單晶晶圓日益成長的偏好的極大影響，因為與多晶晶圓相比，單晶晶圓具有更高的效率和更好的功率輸出。由於晶圓切片技術的進步和領先製造商的規模經濟，生產成本下降進一步支持了這種轉變。

另一個關鍵促進因素是向更大尺寸矽晶圓的持續轉變，例如M10（182毫米）和G12（210毫米），這可以提高單一組件的發電量，並降低大型太陽能專案的系統平衡（BOS）成本。這一趨勢吸引了尋求最大化產量並最佳化土地和安裝成本的公用事業規模開發商。此外，TOPCon、異質結和鈍化發射極背接觸（PERC）等先進電池技術的整合，也增加了對純度更高、厚度更薄的高品質矽晶圓的需求。在供應方面，市場由少數垂直整合的參與者主導，尤其是在中國，中國控制著全球大部分矽晶圓製造產能。隆基、晶科能源和保利協鑫等公司處於領先地位，正在擴大生產規模並推動矽晶圓技術的創新。然而，美國、德國和韓國等國家正在投資國內矽晶圓生產設施，以減少對進口的依賴並增強供應鏈的韌性。

儘管光電矽晶圓市場成長勢頭強勁，但也面臨原料價格波動、貿易限制以及與能源密集型製造流程相關的環境問題等挑戰。某些地區矽晶圓的持續過剩以及製造商之間激烈的價格競爭也給利潤率帶來了壓力。儘管如此，隨著全球太陽能裝置容量預計將穩定成長，亞太、中東和拉丁美洲的新興經濟體正在擴大太陽能部署，市場機會依然強勁。此外，薄膜矽晶圓、鈣鈦礦-矽串聯電池以及矽材料回收利用的技術突破預計將開闢新的成長途徑。整體而言，在政策支援、技術創新以及全球清潔能源轉型加速的共同推動下，全球太陽能光矽晶圓市場未來幾年將大幅擴張。

關鍵市場促進因素

轉向更大晶圓尺寸和更有效率技術

主要市場挑戰

高能耗製造程序

主要市場趨勢

價值鏈的垂直整合

目錄

第 1 章：產品概述

第2章：研究方法

第3章：執行摘要

第4章：顧客之聲

第5章：全球太陽能光電矽晶圓市場展望

• 市場規模和預測
  • 按價值
• 市場佔有率和預測
  • 按類型（單晶矽晶片、多晶矽晶片、砷化鎵（GaAs）晶片、其他）
  • 依晶圓尺寸（M0-M2、M3-M6、M10、G12）
  • 按應用（住宅、商業和工業、公用事業規模發電廠）
  • 按地區（北美、歐洲、南美、中東和非洲、亞太地區）
• 按公司分類（2024 年）
• 市場地圖

第6章：北美太陽能光電矽晶圓市場展望

• 市場規模和預測
• 市場佔有率和預測
• 北美：國家分析
  • 美國
  • 加拿大
  • 墨西哥

第7章：歐洲太陽能光電矽晶圓市場展望

• 市場規模和預測
• 市場佔有率和預測
• 歐洲：國家分析
  • 德國
  • 法國
  • 英國
  • 義大利
  • 西班牙

第8章：亞太地區太陽能光電晶圓市場展望

• 市場規模和預測
• 市場佔有率和預測
• 亞太地區：國家分析
  • 中國
  • 印度
  • 日本
  • 韓國
  • 澳洲

第9章：中東和非洲太陽能光電晶圓市場展望

• 市場規模和預測
• 市場佔有率和預測
• 中東和非洲：國家分析
  • 沙烏地阿拉伯
  • 阿拉伯聯合大公國
  • 南非

第10章：南美洲太陽能光電矽晶圓市場展望

• 市場規模和預測
• 市場佔有率和預測
• 南美洲：國家分析
  • 巴西
  • 哥倫比亞
  • 阿根廷

第 11 章：市場動態

• 驅動程式
• 挑戰

第 12 章：市場趨勢與發展

• 合併與收購（如有）
• 產品發布（如有）
• 最新動態

第13章：公司簡介

• LONGi Green Energy Technology Co., Ltd.
• JinkoSolar Holding Co., Ltd.
• GCL-Poly Energy Holdings Ltd.
• JA Solar Holdings Co., Ltd.
• Hanwha Q CELLS
• Trina Solar Co., Ltd.
• Canadian Solar Inc.
• First Solar, Inc.
• CETC Solar Energy Holdings Co.
• Sino-American Silicon Products Inc.

第 14 章：策略建議

第15章調查會社について,免責事項

Global Solar Photovoltaic Wafer Market was valued at USD 14.99 Billion in 2024 and is expected to reach USD 29.59 Billion by 2030 with a CAGR of 11.82% during the forecast period.

The global Solar Photovoltaic (PV) Wafer Market is experiencing strong growth, driven by the rapid expansion of solar energy as a mainstream source of power generation and the continuous technological advancements in wafer design and manufacturing. PV wafers, the fundamental building blocks for solar cells, play a crucial role in determining the efficiency, performance, and overall cost of solar modules. Rising global energy demand, decarbonization targets, and government-led initiatives promoting renewable energy adoption are fueling the demand for PV wafers across residential, commercial, and utility-scale applications. The market is highly influenced by the growing preference for monocrystalline wafers, which offer superior efficiency and better power output compared to multicrystalline wafers. This shift is further supported by falling production costs due to advancements in wafer slicing technologies and economies of scale among leading manufacturers.

Another key driver is the ongoing transition toward larger wafer sizes such as M10 (182 mm) and G12 (210 mm), which enable higher power generation per module and reduce the balance-of-system (BOS) cost for large-scale solar projects. This trend is attracting utility-scale developers seeking to maximize output and optimize land and installation costs. Alongside this, the integration of advanced cell technologies such as TOPCon, heterojunction, and passivated emitter rear contact (PERC) is increasing the need for high-quality wafers with enhanced purity and thinner profiles. In terms of supply, the market is dominated by a few vertically integrated players, particularly in China, which controls the majority of global wafer manufacturing capacity. Companies like LONGi, JinkoSolar, and GCL-Poly are at the forefront, scaling up production and driving innovation in wafer technology. However, countries such as the United States, Germany, and South Korea are investing in domestic wafer production facilities to reduce reliance on imports and strengthen supply chain resilience.

Despite its strong growth trajectory, the PV wafer market faces challenges such as raw material price fluctuations, trade restrictions, and environmental concerns related to energy-intensive manufacturing processes. The ongoing surplus of wafers in certain regions and intense price competition among manufacturers also put pressure on profit margins. Nevertheless, opportunities remain robust as global solar installations are projected to rise steadily, with emerging economies in Asia-Pacific, the Middle East, and Latin America expanding solar deployment. Furthermore, technological breakthroughs in thin-film wafers, perovskite-silicon tandem cells, and recycling of silicon materials are expected to open new avenues for growth. Overall, the global solar PV wafer market is set to expand significantly in the coming years, underpinned by a combination of policy support, technological innovation, and the accelerating global transition toward clean energy.

Key Market Drivers

Shift to Larger Wafer Sizes & Higher Efficiency Technologies

The solar photovoltaic wafer market is being accelerated by the rapid adoption of larger wafer formats that deliver greater efficiency and lower system costs. In 2022, large-format wafers accounted for about 83% of global wafer production, and by 2023 this share had increased to nearly 96%, showing a clear trend toward size scaling. Capacity for 210 mm wafers grew by 74% year-on-year, reaching over 320 GW, and their market share climbed to nearly 39%. Meanwhile, shipments of 210 mm modules surpassed 120 GW, reflecting strong adoption by utility-scale developers. By mid-2023, global production capacity for 210 mm modules had reached more than 720 GW, representing almost 70% of total module capacity, with one major player alone contributing close to 50% of this output. This transition is also being reinforced by system-level benefits, as larger wafers allow higher power generation per panel and reduce balance-of-system costs by more than 6% compared to legacy formats. These quantifiable improvements in efficiency and cost are driving manufacturers and developers alike to prioritize large wafer adoption, making it a central driver of the global PV wafer market.

Key Market Challenges

High Energy-Intensive Manufacturing Process

The production of solar PV wafers is highly energy-intensive, particularly in the silicon purification and wafer slicing stages. Manufacturing requires temperatures above 1,400°C for polysilicon production, consuming substantial electricity and contributing to high operational costs. This dependence on energy sources poses challenges, especially in regions where electricity prices are volatile. Even though renewable-powered manufacturing is emerging, most current wafer plants in Asia still rely on coal-heavy grids. Additionally, wafer cutting generates significant kerf loss (silicon waste), accounting for 35-40% of the original ingot, adding to inefficiencies. Recycling initiatives are in progress but remain limited in scale. With wafer thickness shrinking below 160 microns to improve efficiency, breakage rates during production also rise, compounding cost pressures. Overall, the challenge lies in balancing efficiency improvements while lowering the environmental and energy footprint of wafer manufacturing.

Key Market Trends

Vertical Integration Across the Value Chain

A major trend is the increasing vertical integration among leading solar companies. Manufacturers are expanding their operations from polysilicon production to wafer, cell, and module manufacturing under one umbrella. This integration reduces dependency on external suppliers, ensures quality control, and provides cost advantages by optimizing logistics and production synergies. LONGi, for example, has built a fully integrated value chain, from ingots to modules, allowing it to secure stable wafer supplies while lowering overall costs. Similarly, GCL-Poly and Tongwei are pursuing integrated strategies to strengthen their competitiveness. Vertical integration also provides flexibility in responding to market fluctuations and helps companies withstand raw material price volatility. Additionally, integrated firms can tailor wafer specifications to align with their own cell and module technologies, accelerating innovation. This trend is expected to intensify, with more players consolidating operations across the solar value chain to secure long-term stability.

Key Market Players

• LONGi Green Energy Technology Co., Ltd.
• JinkoSolar Holding Co., Ltd.
• GCL-Poly Energy Holdings Ltd.
• JA Solar Holdings Co., Ltd.
• Hanwha Q CELLS
• Trina Solar Co., Ltd.
• Canadian Solar Inc.
• First Solar, Inc.
• CETC Solar Energy Holdings Co.
• Sino-American Silicon Products Inc.

Report Scope:

In this report, the Global Solar Photovoltaic Wafer Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Solar Photovoltaic Wafer Market, By Type:

• Monocrystalline Silicon Wafers
• Polycrystalline Silicon Wafers
• Gallium Arsenide (GaAs) Wafers
• Others

Solar Photovoltaic Wafer Market, By Wafer Size:

• M0-M2
• M3-M6
• M10
• G12

Solar Photovoltaic Wafer Market, By Application:

• Residential
• Commercial & Industrial
• Utility-Scale Power Plants

Solar Photovoltaic Wafer Market, By Region:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • Germany
  • France
  • United Kingdom
  • Italy
  • Spain
• South America
  • Brazil
  • Argentina
  • Colombia
• Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Australia
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • South Africa

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Solar Photovoltaic Wafer Market.

Available Customizations:

Global Solar Photovoltaic Wafer Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, and Trends

4. Voice of Customer

5. Global Solar Photovoltaic Wafer Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Type (Monocrystalline Silicon Wafers, Polycrystalline Silicon Wafers, Gallium Arsenide (GaAs) Wafers, Others)
  • 5.2.2. By Wafer Size (M0-M2, M3-M6, M10, G12)
  • 5.2.3. By Application (Residential, Commercial & Industrial, Utility-Scale Power Plants)
  • 5.2.4. By Region (North America, Europe, South America, Middle East & Africa, Asia Pacific)
• 5.3. By Company (2024)
• 5.4. Market Map

6. North America Solar Photovoltaic Wafer Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Type
  • 6.2.2. By Wafer Size
  • 6.2.3. By Application
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Solar Photovoltaic Wafer Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Type
      • 6.3.1.2.2. By Wafer Size
      • 6.3.1.2.3. By Application
  • 6.3.2. Canada Solar Photovoltaic Wafer Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Type
      • 6.3.2.2.2. By Wafer Size
      • 6.3.2.2.3. By Application
  • 6.3.3. Mexico Solar Photovoltaic Wafer Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Type
      • 6.3.3.2.2. By Wafer Size
      • 6.3.3.2.3. By Application

7. Europe Solar Photovoltaic Wafer Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Type
  • 7.2.2. By Wafer Size
  • 7.2.3. By Application
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Solar Photovoltaic Wafer Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Type
      • 7.3.1.2.2. By Wafer Size
      • 7.3.1.2.3. By Application
  • 7.3.2. France Solar Photovoltaic Wafer Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Type
      • 7.3.2.2.2. By Wafer Size
      • 7.3.2.2.3. By Application
  • 7.3.3. United Kingdom Solar Photovoltaic Wafer Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Type
      • 7.3.3.2.2. By Wafer Size
      • 7.3.3.2.3. By Application
  • 7.3.4. Italy Solar Photovoltaic Wafer Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Type
      • 7.3.4.2.2. By Wafer Size
      • 7.3.4.2.3. By Application
  • 7.3.5. Spain Solar Photovoltaic Wafer Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Type
      • 7.3.5.2.2. By Wafer Size
      • 7.3.5.2.3. By Application

8. Asia Pacific Solar Photovoltaic Wafer Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Type
  • 8.2.2. By Wafer Size
  • 8.2.3. By Application
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Solar Photovoltaic Wafer Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Type
      • 8.3.1.2.2. By Wafer Size
      • 8.3.1.2.3. By Application
  • 8.3.2. India Solar Photovoltaic Wafer Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Type
      • 8.3.2.2.2. By Wafer Size
      • 8.3.2.2.3. By Application
  • 8.3.3. Japan Solar Photovoltaic Wafer Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Type
      • 8.3.3.2.2. By Wafer Size
      • 8.3.3.2.3. By Application
  • 8.3.4. South Korea Solar Photovoltaic Wafer Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Type
      • 8.3.4.2.2. By Wafer Size
      • 8.3.4.2.3. By Application
  • 8.3.5. Australia Solar Photovoltaic Wafer Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Type
      • 8.3.5.2.2. By Wafer Size
      • 8.3.5.2.3. By Application

9. Middle East & Africa Solar Photovoltaic Wafer Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Type
  • 9.2.2. By Wafer Size
  • 9.2.3. By Application
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Solar Photovoltaic Wafer Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Type
      • 9.3.1.2.2. By Wafer Size
      • 9.3.1.2.3. By Application
  • 9.3.2. UAE Solar Photovoltaic Wafer Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Type
      • 9.3.2.2.2. By Wafer Size
      • 9.3.2.2.3. By Application
  • 9.3.3. South Africa Solar Photovoltaic Wafer Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Type
      • 9.3.3.2.2. By Wafer Size
      • 9.3.3.2.3. By Application

10. South America Solar Photovoltaic Wafer Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Type
  • 10.2.2. By Wafer Size
  • 10.2.3. By Application
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Solar Photovoltaic Wafer Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Type
      • 10.3.1.2.2. By Wafer Size
      • 10.3.1.2.3. By Application
  • 10.3.2. Colombia Solar Photovoltaic Wafer Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Type
      • 10.3.2.2.2. By Wafer Size
      • 10.3.2.2.3. By Application
  • 10.3.3. Argentina Solar Photovoltaic Wafer Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Type
      • 10.3.3.2.2. By Wafer Size
      • 10.3.3.2.3. By Application

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends and Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Company Profiles

• 13.1. LONGi Green Energy Technology Co., Ltd.
  • 13.1.1. Business Overview
  • 13.1.2. Key Revenue and Financials
  • 13.1.3. Recent Developments
  • 13.1.4. Key Personnel
  • 13.1.5. Key Product/Services Offered
• 13.2. JinkoSolar Holding Co., Ltd.
• 13.3. GCL-Poly Energy Holdings Ltd.
• 13.4. JA Solar Holdings Co., Ltd.
• 13.5. Hanwha Q CELLS
• 13.6. Trina Solar Co., Ltd.
• 13.7. Canadian Solar Inc.
• 13.8. First Solar, Inc.
• 13.9. CETC Solar Energy Holdings Co.
• 13.10. Sino-American Silicon Products Inc.

14. Strategic Recommendations

15. About Us & Disclaimer