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市场调查报告书

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1372594

全球太阳能板回收市场 - 2023-2030

Global Solar Panel Recycling Market - 2023-2030

出版日期: 2023年10月18日 | 出版商:

DataM Intelligence | 英文 182 Pages | 商品交期: 约2个工作天内

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简介目录

概述

全球太阳能板回收市场在 2022 年达到 1.555 亿美元，预计到 2030 年将达到 4.196 亿美元，2023-2030 年预测期间复合年增长率为 13.3%。

由于光伏技术安装量的增加和可持续废物管理的不断推动，全球太阳能板回收市场正在经历显着增长。全球光电市场快速扩张，报废光电模组的管理已成为维持这种清洁能源对环境的正面影响的关键问题。

此外，光伏组件的使用寿命约为 30 年，光伏部署的增加将导致达到使用寿命的组件数量预计增加。国际能源总署光伏发电系统计画（IEA PVPS）和国际再生能源机构的报告估计，到2030年，全球废弃光伏组件将累计达到17-800万吨，到2050年累计达到60-7800万吨。

此外，太阳能板回收市场正在关注减少、再利用和回收原则，回收成为可持续管理不断增长的废弃光伏组件数量的重要选择。亚太地区是太阳能板回收市场成长最大的地区，这是由于该地区太阳能发电能力的快速扩张所推动的。随着再生能源在全球能源领域占据重要地位，亚太地区的光电系统预计将显着成长。

分析师预测，到 2050 年，光伏技术成本将进一步降低至每瓦 0.42 美元，这增加了亚洲国家的建设活动。此外，中国和越南是这场太阳能革命的主要国家，预计到2021年中国将新增超过300吉瓦的太阳能发电容量。作为全球太阳能发电容量扩张的一部分，亚洲正在发挥重要作用，这种增长将创造太阳能板回收市场庞大。

动力学

太阳能板回收的重要性日益增加

太阳能板回收市场预计将受到推动，重点是解决全球报废光伏组件数量不断增加的问题。根据IEA PVSP报告，在常规损失情境下，预计到2030年将产生170万吨光伏组件废料，到2050年预计将达到约6000万吨。在早期损失情境下，这些数字可能会在2020年增加至800万吨。2030年达7800万吨，2050年达7800万吨。

2019年法国收集了4,905吨光伏废料，较往年大幅增加。非营利组织 Soren 负责管理法国的光伏组件废弃物，包括收集和回收。新的光伏回收设施于 2021 年启动，预计 2022 年将推出更多设施。此外，澳洲在维多利亚州引入了强制性法规，日本也发布了正确的报废处理指南。

此外，美国各州纷纷推出法规鼓励光电模组回收产能扩张。例如，全球最大的光伏回收商First Solar的薄膜CdTe光伏组件回收能力为每天150吨。由于州级法规，美国没有专门针对光伏废弃物管理的联邦法规。随着太阳能产业的扩张，永续光伏废弃物管理的需求变得越来越重要。

政府倡议

太阳能电池板回收市场预计将受到政府政策和措施的推动。美国太阳能的大幅成长使得报废的太阳能板数量不断增加。政府政策认识到从报废太阳能板中回收有价值材料的潜力。面板的回收减少了垃圾掩埋场的压力，也为回收业创造了就业机会。

国际再生能源机构预计，到2030年，全球从报废板回收的原料总价值将约为4.5亿美元，相当于生产约6,000万块新板所需的原料成本。此外，欧盟和印度都制定了雄心勃勃的再生能源目标，重点是提高太阳能发电能力。

例如，印度的目标是到2022 年安装60 吉瓦的地面太阳能係统和40 吉瓦的屋顶太阳能係统，到2030 年可再生能源总容量目标为450 吉瓦。这些目标推动了太阳能产业的成长，从而导致需要回收的报废太阳能板增加。

垃圾不断增加，成本高，回收能力不足

太阳能板回收市场受到太阳能板回收能力不断增加的影响，随着越来越多的电池板达到其使用寿命，市场还没有准备好应对预期的废物激增。由于缺乏基础设施，这是一项重大挑战。投资太阳能板回收的经济诱因历来都很弱。虽然面板含有少量银等贵重材料，但它们主要由低价值玻璃製成。它降低了回收的经济吸引力。

此外，根据 IEEFA 的数据，回收单一太阳能板的成本估计在 20 美元至 30 美元之间，远高于将其送往垃圾掩埋场的成本，后者仅为 1 美元至 2 美元。成本差异阻碍了回收工作。此外，收集太阳能电池板并将其运送到回收设施的成本可能很高，特别是如果电池板广泛分散在各个地点的话。运输成本占回收总费用的一部分。

The solar panel recycling market is experiencing significant growth globally driven by the increasing installation of photovoltaic technology and the growing push towards sustainable waste management. Rapid expansion of PV market globally, the management of end-of-life PV modules has become a crucial issue for maintaining the positive environmental impacts of this clean energy source.

Furthermore, the PV modules having an approximate lifespan of 30 years, the rise in PV deployment lead to projected increase in the number of modules reaching their end of useful life. A report by the International Energy Agency Photovoltaic Power Systems Programme (IEA PVPS) and the International Renewable Energy Agency estimated that waste PV modules globally could account to 1.7-8.0 million tons cumulatively by 2030 and 60-78 million tons cumulatively by 2050.

In addition, the solar panel recycling market is witnessing a focus on the principles of reduce, reuse and recycle, with recycling emerging as a vital option to manage the growing volume of waste PV modules sustainably. Asia-Pacific is largest growing region in the solar panel recycling market which is driven by the rapid expansion of solar power capacity in the region. As renewable energy takes substantial stage in the global energy sector, Asia-Pacific is supposed to witness significant growth in photovoltaic systems.

Further decreasing costs of PV technology as per analysts projecting costs as low as US$ 0.42 per watt by 2050, have increased construction activity across Asian countries. Also, China and Vietnam are the major nations in this solar revolution, with China expected to add over 300 GW of solar capacity by 2021. As part of the global solar power capacity expansion, Asia is playing a major role and this growth will create a substantial market for solar panel recycling.

Dynamics

Growing Importance of Solar Panel Recycling

The solar panel recycling market is expected to be driven with a focus on addressing the increasing volume of end-of-life PV modules globally. According to IEA PVSP report, under a regular loss scenario, an estimated 1.7 million tons of PV module waste are expected by 2030 and around 60 million tons are anticipated by 2050. In an early loss scenario, these numbers could increase to 8 million tons by 2030 and 78 million tons by 2050.

France collected 4,905 tons of PV waste in 2019, marking significant growth from previous years. Nonprofit organization Soren manages PV module waste in France, including collection and recycling. New PV recycling facilities were launched in 2021, with more expected in 2022. Also, Australia has introduced mandatory regulations in the state of Victoria and Japan has published guidelines for proper end-of-life treatment.

Furthermore, Various U.S. states have introduced regulations to encourage PV module recycling capacity expansion. For instance, First Solar which is the world's largest PV recycler, has a recycling capacity of 150 metric tons per day for its thin-film CdTe PV modules. With state-level regulations, there is no federal regulation specific to PV waste management in U.S. The need for sustainable PV waste management is becoming more critical as the solar industry expands.

Government Initiatives

The solar panel recycling market is expected to be driven with the government policies and initiatives. The major growth of solar energy in U.S. made an increasing volume of end-of-life solar panels. Government policies recognize the potential for recovering valuable materials from end-of-life solar panels. The recycling of panels decreases the pressure on landfills and also creates job opportunities in the recycling sector.

International Renewable Energy Agency projected that by 2030, the combined value of recovered raw materials from end-of-life panels globally will be about US$ 450 million which is equal to the cost of raw materials needed to produce approximately 60 million new panels. Furthermore, both the EU and India have set ambitious renewable energy targets with the focus on substantial capacities for solar energy.

India, for instance, aims to install 60 GW of ground solar systems and 40 GW of rooftop solar by 2022, with a total renewable energy capacity target of 450 GW by 2030. The targets drive the growth of the solar energy sector which leads to an increase in end-of-life solar panels that need recycling.

High Costs and Insufficient Recycling Capacity for Growing Waste

The solar panel recycling market is impacted by the increasing capacity for recycling solar panels and the market is not prepared to handle the expected surge in waste as more panels reach the end of their lifespan. It is the major challenge as because of the lack of infrastructure. The financial incentive to invest in solar panel recycling has historically been weak. While panels contain small amounts of valuable materials like silver, they are predominantly made of low-value glass. It makes recycling less economically attractive.

Furthermore, according to IEEFA the cost of recycling a single solar panel is estimated to be between US$ 20 and US US$30, significantly higher than the cost of sending it to a landfill, which is only US$ 1 to US$ US$2 . It cost disparity discourages recycling efforts. Also, collecting and transporting solar panels to recycling facilities can be costly, especially if the panels are widely dispersed across various locations. The transportation costs contribute to the overall expense of recycling.

Segment Analysis

The global solar panel recycling market is segmented based on process, panel and region.

Mechanical Recycling Dominates Solar Panel Recycling

Mechanical solar panel recycling holds the largest segment in the recycling process. Advanced mechanical recycling methods can recover up to 99% of raw materials at an impressive rate of one solar panel per 40 seconds. Current methods, like First Solar's recycling process, are capable of reusing approximately 90% of the semiconductor material and 90% of the glass in its modules. However, access to these facilities remains limited for most solar customers at this time.

An Italian consortium, La Mia Energia, has developed a PV module recycling process known as the Photo Voltaic Panel Mobile Recycling Device, which boasts an impressive recovery rate of nearly 99% of raw materials. The key feature of this technique is its remarkable speed, taking just about 40 seconds to fully recycle a standard panel, depending on its size and the conditions at the recycling site.This process distinguishes itself from conventional thermo-Laser panel recycling methods by employing a series of patented mechanical steps.

Geographical Penetration

Asia-Pacific Leads Solar Panel Recycling Market Growth

Asia-Pacific is the largest region in solar panel recycling market, driven by the rapid expansion is expected to lead to a substantial increase in the decommissioning of aging equipment. It is estimated that China will dumps approximately 250 GW of solar panels and 280 GW of wind turbines by 2040, necessitating effective recycling solutions. As China leads the way in adopting these recycling measures, it sets an example for other Asia-Pacific countries to follow, driving growth in the solar panel recycling market across the region.

Furthermore, India's Ministry of New and Renewable Energy has taken significant steps by including solar modules and solar cells under the e-Waste Management Rules 2022. It move imposes responsibilities on producers for managing and recycling solar industry waste. Such regulations are expected to increase awareness and encourage the recycling of solar panels throughout their lifecycle. The industry has the potential to become a "Sunrise" sector, with estimates suggesting that the solar waste recycling business could surpass US$ 15 billion by the middle of the century. It growth could also contribute to the generation of more than 600 GW of green energy.

Competitive Landscape

The major global players in the market include: Recycle Solar Technologies, Silcontel, First Solar, Veolia, Reclaim PV, Echo Environmental, Silicontel ltd, Cleanlites , Rinovasol Group, SMA Solar Technology.

COVID-19 Impact Analysis

COVID-19 pandemic made a major impact on the solar panel recycling market. As a result of the pandemic, many solar panel recycling facilities have been forced to downsize their operations and lay off key employees. In addition, the restrictions on travel and movement due to the pandemic have disrupted the international supply chain of materials and other necessary components for solar panel recycling.

It caused a shortage of materials and components, resulting in increased costs. Furthermore, the economic crisis caused by the pandemic has decreased the demand for solar panel recycling materials, affecting the industry's profitability and sustainability. The reduced demand for recycled material has caused an increase in the volume of solar panels going to landfill, resulting in an increase in environmental strain and pollution.

Russia-Ukraine War Impact

The war between Russia and Ukraine had a big impact on the recycling of solar panels. It caused a lot of problems like economic issues and disruptions in how things are made and traded in both countries. Because of this, fewer solar panels were recycled and the major players in the region have seeing other alternatives.

One of the key repercussions of this conflict was a decline in the demand for materials essential in the manufacturing of solar panels. The economic activity in the region slowed down, causing a decreased need for these materials. It economic downturn made it increasingly challenging for solar panel manufacturers to obtain the necessary resources, resulting in higher production costs for new panels. The elevated production costs further strained the solar panel recycling market.

By Process

Mechanical
Laser
Thermal

By Panel

Monocrystalline Silicon
Polycrystalline
Thin-Film
Amorphous

By Region

North America
- U.S.
- Canada
- Mexico

Europe
- Germany
- UK
- France
- Italy
- Russia
- Rest of Europe

South America
- Brazil
- Argentina
- Rest of South America

Asia-Pacific
- China
- India
- Japan
- Australia
- Rest of Asia-Pacific

Middle East and Africa

Key Developments

In June 2022, a new startup called Solarcycle secured US$ 6.6 million in venture capital funding for its ambitious goal of recycling 95% of high-value content from solar panels. It development comes as U.S. solar industry is expected to resume its rapid installation of solar panels, aligning with the Biden administration's target to transition the nation's electrical grid to 100 percent renewable power by 2035.
In July 2023, Japanese conglomerate Marubeni Corporation and Osaka-based industrial group Hamada jointly established Rexia Corporation, a company dedicated to providing solar panel recycling and reuse services in Japan. Rexia's services encompass the sale, purchase and disposal of used solar panels, with the aim of diverting materials from landfills and extending the lifespan of older panels.
In July 2023, the research team at UNSW Sydney has developed a new and environmentally friendly solar panel recycling process that significantly improves the recovery of valuable silver and other materials from photovoltaic (PV) panels. It patented sieving process aims to address the growing problem of PV waste and the need for more efficient recycling methods.

Why Purchase the Report?

To visualize the global solar panel recycling market segmentation based on process, panel and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of solar panel recycling market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as excel consisting of key products of all the major players.

The global solar panel recycling market report would provide approximately 53 tables, 48 figures and 182 Pages.

Target Audience 2023

Manufacturers/ Buyers
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Process
3.2. Snippet by Panel
3.3. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Growing Importance of Solar Panel Recycling
  - 4.1.1.2. Government Initiatives
- 4.1.2. Restraints
  - 4.1.2.1. High Costs and Insufficient Recycling Capacity for Growing Waste
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis
5.5. Russia - Ukraine War Analysis
5.6. DMI Opinion

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Process

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 7.1.2. Market Attractiveness Index, By Process
7.2. Mechanical*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Laser
7.4. Thermal

8. By Panel

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 8.1.2. Market Attractiveness Index, By Panel
8.2. Monocrystalline Silicon*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Polycrystalline
8.4. Thin-Film
8.5. Amorphous

9. By Region

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 9.1.2. Market Attractiveness Index, By Region
9.2. North America
- 9.2.1. Introduction
- 9.2.2. Key Region-Specific Dynamics
- 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.2.5.1. U.S.
  - 9.2.5.2. Canada
  - 9.2.5.3. Mexico
9.3. Europe
- 9.3.1. Introduction
- 9.3.2. Key Region-Specific Dynamics
- 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.3.5.1. Germany
  - 9.3.5.2. UK
  - 9.3.5.3. France
  - 9.3.5.4. Italy
  - 9.3.5.5. Russia
  - 9.3.5.6. Rest of Europe
9.4. South America
- 9.4.1. Introduction
- 9.4.2. Key Region-Specific Dynamics
- 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.4.5.1. Brazil
  - 9.4.5.2. Argentina
  - 9.4.5.3. Rest of South America
9.5. Asia-Pacific
- 9.5.1. Introduction
- 9.5.2. Key Region-Specific Dynamics
- 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
- 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 9.5.5.1. China
  - 9.5.5.2. India
  - 9.5.5.3. Japan
  - 9.5.5.4. Australia
  - 9.5.5.5. Rest of Asia-Pacific
9.6. Middle East and Africa
- 9.6.1. Introduction
- 9.6.2. Key Region-Specific Dynamics
- 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
- 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel

10. Competitive Landscape

10.1. Competitive Scenario
10.2. Market Positioning/Share Analysis
10.3. Mergers and Acquisitions Analysis

11. Company Profiles

11.1. Recycle Solar Technologies*
- 11.1.1. Company Overview
- 11.1.2. Product Portfolio and Description
- 11.1.3. Financial Overview
- 11.1.4. Key Developments
11.2. Silcontel
11.3. First Solar
11.4. Veolia
11.5. Reclaim PV
11.6. Echo Environmental
11.7. Silicontel Ltd
11.8. Cleanlites
11.9. Rinovasol Group
11.10. SMA Solar Technology

LIST NOT EXHAUSTIVE