![]() |
市場調查報告書
商品編碼
1941199
太陽能板市場 - 全球產業規模、佔有率、趨勢、機會及預測(按技術、組件類型、並聯型、應用、地區和競爭格局分類,2021-2031年)Solar Energy Panel Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Technology, By Module Type, By Grid Connectivity, By Application, By Region & Competition, 2021-2031F |
||||||
全球太陽能板市場預計將從 2025 年的 1,519.5 億美元成長到 2031 年的 2,603.6 億美元,年複合成長率為 9.39%。
光伏組件是指利用半導體材料將太陽光轉化為電能的組件。該市場的主要驅動力是全球嚴格的脫碳政策和能源獨立策略,這兩項政策都吸引了政府補貼和監管支持。此外,持續下降的平準化電力成本(LCOE)使太陽能發電成為傳統石化燃料在經濟上具有競爭力的替代方案。國際可再生能源機構(IRENA)的報告也印證了這一趨勢:2024年全球整體新增發電裝置容量將達到創紀錄的451.9吉瓦。
| 市場概覽 | |
|---|---|
| 預測期 | 2027-2031 |
| 市場規模:2025年 | 1519.5億美元 |
| 市場規模:2031年 | 2603.6億美元 |
| 複合年成長率:2026-2031年 | 9.39% |
| 成長最快的細分市場 | 太陽能發電 |
| 最大的市場 | 亞太地區 |
然而,市場擴張面臨的主要障礙是目前電網基礎設施的不足。許多老舊的電網難以應對波動的輸入電流和大量的分散式可再生能源。這種基礎設施缺口導致電網擁塞和剩餘電力抑制,嚴重延誤了計劃的併網進程。因此,電網現代化進程緩慢構成了一項重大障礙,並有可能限制未來太陽能資產的併網。
太陽能光電系統平準化度電成本(LCOE)的持續下降,正成為推動其普及應用的重要催化劑,有效消除了先前阻礙其廣泛應用的經濟障礙。成本下降主要歸功於製造規模經濟和技術突破,這些突破提高了組件效率並降低了生產成本,使太陽能在許多地區實現了市電平價。根據歐洲太陽能協會(SolarPower Europe)於2024年6月發布的《2024-2028年全球光電市場展望》,由於全球產能大幅提升,光學模組價格在2023年下降了約50%。這創造了有利的價格環境,使開發商能夠最大限度地提高收益,並加速大型電站和分散式計劃。
第二個關鍵促進因素是政府支持性政策和財政獎勵的實施,這些措施有助於促進長期市場穩定和投資者信心。為實現淨零排放目標,世界各國政府都制定了嚴格的脫碳指令,並輔以投資稅額扣抵、上網電價補貼和可再生能源配額制等機制,這些措施降低了基礎設施項目的風險,並鼓勵了資本流入。正如國際能源總署(IEA)在2024年6月發布的《2024年世界能源投資報告》所述,預計到2024年,全球太陽能光電投資將超過5,000億美元。根據Ember發布的《2024年全球電力展望》,這筆資本流入將推動太陽能發電量在2023年成長23%,使其持續維持全球成長最快的電力源。
現有電網基礎設施的不足是限制全球太陽能板市場擴張的主要阻礙因素。隨著太陽能發電裝置速度的加快,傳統電網往往缺乏足夠的實體容量和柔軟性來應對大規模部署的可變可再生能源發電,導致電網堵塞,迫使營運商削減發電量。這種限電措施直接影響計劃所有者的獲利潛力,並造成財務不確定性,從而抑制未來對光學模組的投資。
此外,這些基礎設施瓶頸往往導致尋求併網的新裝置出現嚴重的行政延誤,從而減緩了整體市場的發展勢頭。根據國際能源總署(IEA)2024年的數據,全球約有3,000吉瓦的可再生能源計劃處於併網的最後階段,其中太陽能光電發電專案佔比最大。儘管太陽能電池板與其他能源來源之間存在經濟競爭,但這種積壓情況有效地抑制了市場對太陽能板的即時需求。
從P型PERC電池到N型TOPCon和HJT電池結構的快速過渡,代表著光伏產業最根本的技術變革。製造商正積極調整生產線,以突破P型技術的理論效率極限。 N型電池,尤其是隧道氧化層鈍化結(TOPCon)技術,具有更高的轉換效率、更低的劣化率以及在高溫環境下更優異的性能。德國機械設備製造業聯合會(VDMA)發表的《國際光電技術藍圖》(ITRPV)2025年4月版清楚展現了此產業結構的轉變。該路線圖預測,到2024年,N型矽晶片將佔據全球市場70%的佔有率,標誌著P型技術主導地位的終結。
同時,雙面太陽能模組正日益普及,透過最大化單位面積發電量,重塑大型計劃的經濟格局。與傳統的單面組件不同,雙面組件可以從正面和背面同時吸收陽光,並利用地面反射的反照率,在不增加安裝面積的情況下顯著提高能量輸出。根據國際能源總署光伏專家小組(IEA PVPS)於2025年4月發布的《2025年光伏應用趨勢》報告,雙面組件將在2024年佔據全球市場主導地位,佔總產量的75%以上。
The Global Solar Energy Panel Market is projected to expand from USD 151.95 Billion in 2025 to USD 260.36 Billion by 2031, reflecting a compound annual growth rate (CAGR) of 9.39%. Defined as photovoltaic modules that transform sunlight into electricity via semiconductor materials, the market is primarily propelled by strict global decarbonization mandates and a strategic push for energy independence, both of which attract government subsidies and regulatory backing. Furthermore, the continuous decrease in the levelized cost of electricity has positioned solar power as a financially competitive alternative to traditional fossil fuels, a trend underscored by the International Renewable Energy Agency reporting a record-breaking 451.9 GW of new capacity added globally in 2024.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 151.95 Billion |
| Market Size 2031 | USD 260.36 Billion |
| CAGR 2026-2031 | 9.39% |
| Fastest Growing Segment | Solar PV |
| Largest Market | Asia Pacific |
However, a major obstacle impeding broader market development is the insufficiency of current grid infrastructure, as many aging electrical networks struggle to manage the fluctuating influx and substantial volume of distributed renewable energy. This infrastructure deficiency leads to grid congestion and the curtailment of surplus power, resulting in significant delays for project interconnections. Consequently, the sluggish pace of transmission modernization stands as a critical barrier that threatens to restrict the future integration of solar assets.
Market Driver
The decreasing levelized cost of solar photovoltaic systems acts as a major catalyst for adoption, effectively eliminating financial barriers that previously hindered widespread deployment. This reduction is largely attributed to economies of scale in manufacturing and technological breakthroughs that have improved module efficiency while lowering production expenses, allowing solar energy to achieve grid parity in many regions. According to SolarPower Europe's 'Global Market Outlook for Solar Power 2024-2028' released in June 2024, solar module prices fell by approximately 50% in 2023 due to a vast increase in global production capacity, creating a favorable pricing environment that enables developers to maximize returns and accelerate both utility-scale and distributed projects.
Implementation of supportive government policies and financial incentives serves as the second crucial driver, fostering long-term market stability and investor trust. Governments globally are enacting rigid decarbonization mandates alongside mechanisms like investment tax credits, feed-in tariffs, and renewable portfolio standards to meet net-zero targets, which stimulate capital flow by de-risking infrastructure ventures. As noted in the International Energy Agency's 'World Energy Investment 2024' report from June 2024, global solar PV investment is expected to surpass $500 billion in 2024, an influx that translated into a 23% surge in solar generation in 2023 according to Ember's 'Global Electricity Review 2024', maintaining its status as the world's fastest-growing electricity source.
Market Challenge
The insufficiency of existing electrical grid infrastructure serves as a primary restraint on the expansion of the global solar energy panel market. As the rate of solar installations accelerates, legacy transmission networks frequently lack the physical capacity and flexibility required to integrate high volumes of variable renewable generation, leading to grid congestion that forces operators to curtail power output. Such curtailment directly diminishes revenue potential for project owners and creates financial uncertainty that discourages future investment in photovoltaic modules.
Furthermore, these infrastructure bottlenecks result in substantial administrative delays for new installations attempting to connect to the power network, often stalling the overall momentum of market deployment. Data from the International Energy Agency in 2024 indicates that approximately 3,000 gigawatts of renewable power projects were waiting in advanced stages of grid connection queues globally, with solar photovoltaics accounting for the largest share. This backlog effectively caps the immediate demand for solar panels regardless of their economic competitiveness against other energy sources.
Market Trends
The rapid transition from P-Type PERC to N-Type TOPCon and HJT cell architectures represents the most fundamental technological shift in the sector, as manufacturers aggressively retool production lines to overcome the theoretical efficiency limits of P-type technology. N-Type cells, particularly Tunnel Oxide Passivated Contact (TOPCon) variants, offer superior conversion efficiencies, lower degradation rates, and improved performance in high-temperature environments. This industrial pivot is evident in data from VDMA's 'International Technology Roadmap for Photovoltaic (ITRPV)' in April 2025, which showed N-type wafers accounting for a 70% share of the global market in 2024, effectively ending the dominance of P-type technology.
Simultaneously, the mainstream commercialization of bifacial solar modules is reshaping utility-scale project economics by maximizing energy generation per square meter. Unlike traditional monofacial panels, bifacial modules capture sunlight from both the front and rear surfaces, utilizing albedo light reflected from the ground to significantly boost energy yield without increasing the array footprint. According to the IEA PVPS 'Trends in Photovoltaic Applications 2025' report from April 2025, bifacial modules dominated the global landscape, representing over 75% of total production in 2024.
Report Scope
In this report, the Global Solar Energy Panel Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Solar Energy Panel Market.
Global Solar Energy Panel 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: