全球太阳能光电成长机会

Global Solar PV Growth Opportunities

出版日期: 2023年11月03日 | 出版商:

Frost & Sullivan | 英文 73 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

脱碳配合措施和计划成本持续下降推动转型成长

对全球气候变迁的担忧导致了对可再生能源的投资增加和脱碳配合措施。可再生能源的配合措施始于 2016 年巴黎 COP21，并为各国制定了 2030 年实现的可再生能源目标，以缓解全球暖化。最近，在 COP26 上，100 多个国家承诺与 2020 年相比将甲烷排放减少 30.0%。鑑于石油和天然气是甲烷排放的主要来源，这将对能源部门产生直接影响，并将进一步刺激向太阳能光电等其他可再生能源的过渡。

与各种再生能源来源相比，太阳能光电发电是一种有利的选择，因为与风电相比，能源来源丰富且年度均可获取，风电需要大量的土地和投资等资源，是一种低投资、低维护的选择其特点是易于使用。到目前为止，产量波动一直是一个主要问题，但储能技术的进步正在加强光伏发电的前景。

该研究评估了全球太阳能光电市场的成长机会，并使用专有模型估计了其收益潜力。该模型使用根据每个国家的个人和区域目标以及 2030 年其他次要资源估算的年度新增产能。它还介绍了决定行业成长的市场趋势、价值链中的关键参与企业（光伏电池、组件、变频器、运维）以及竞争环境。在适用的情况下，市场潜力是指 2022 年至 2030 年相关人员可获得的估计商机的规模。对每个地区的主要国家进行了介绍，并详细介绍了市场潜力。

主要发现
分析范围
地理范围
分割
主要价值链竞争
主要成长指标
配销通路
价值链
生长促进因子
成长抑制因素
2022 年通货膨胀控制法案 (IRA) 对太阳能投资的影响
欧盟绿色协议工业计画（GDIP）、澳洲国家復苏基金（NRF）和印度生产挂钩投资计画（PLIS）对太阳能投资的影响

主要趋势

主要市场趋势
趋势一：国内光电供应链推广活性化
趋势一：中国企业继续垄断多晶硅
趋势一：儘管硅锭和硅片日益多样化，但中国仍占据主导地位
趋势一：中国以外组件产量不断增加
趋势二：企业对可再生能源购电协议的需求持续成长
趋势 3：随着製造商专注于提高容量和降低成本，变频器将持续发展（而不是彻底改变）
趋势 4：效率提高推动先进太阳能追踪器的成长
趋势四：到2030年约700GW太阳能光电将配备追踪器
趋势 5：先进的服务提案在太阳能光电维护策略中变得越来越重要
趋势 6：随着资产老化，维修和重新供电增加
趋势七：P2P交易随着智慧化程度的提高而扩大
趋势八：太阳能光电的永续性迫使製造商最大限度地减少排放并确保材料的再利用
趋势八：光伏回收减少对原始材料的需求并最大限度地减少掩埋
趋势九：农业光电发展让农作物与太阳能共存成为可能
趋势十：新材料实用化进展
趋势十：效率持续提升
趋势十一：亚洲是未来浮体式光电（FPV）的热点
趋势十一：FPV将与离岸风电结合成为未来能源岛的一部分
趋势 12：在城市环境中越来越多地采用太阳能
趋势12：先进光电建筑整合（BIPV）成为强而有力的提案

成长机会分析

预测假设
按地区分類的年度产能增加预测
年度产能增加预测（依最终用户类型）
各地区累积设置容量预测
累积设置容量预测（依最终使用者类型）
按地区分類的收益预测
收益预测（按最终用户类型）
按地区分類的收益预测分析

成长机会宇宙

成长机会1：参与太阳能价值链
成长机会2：用于绿色氢气生产的太阳能光电厂
成长机会 3：24/7可再生能源购电协议
成长机会四：提供专业维运服务
成长机会5：城市太阳能与离网部署解决方案

简介目录

Product Code: PED6-27

Decarbonization Efforts and a Continual Decline in Project Costs Drive Transformational Growth

Global climate change concerns have spurred a flurry of investments in renewable energy sources and other decarbonization initiatives. Efforts to focus on renewables were initiated at the 2016 COP21 in Paris, which led to countries setting renewable energy targets to achieve by 2030 in an attempt to mitigate global warming. More recently, at COP26, more than 100 countries pledged to cut methane emissions by 30.0% from 2020 levels, which would directly impact the energy sector, considering oil and gas is the main source of methane emissions, further spurring the transition to other renewable sources, such as solar photovoltaic (PV).

Solar PV is an advantageous option in comparison to the various renewable sources available, being a low-investment, low-maintenance option characterized by the year-round abundance of the energy source and ease of accessibility when compared to wind, which requires sizeable resources, including land and investment. Advancements in storage technologies have strengthened the case for PV, with variability in production having been a major source of concern in the past.

This study assesses growth opportunities for the global solar PV market and uses proprietary modeling to estimate its revenue potential. The model uses estimated annual capacity additions based on countries' individual and regional targets for 2030 and other secondary resources. The study also presents market trends that will define the industry's growth, major participants across the value chain (PV cells, modules, inverters, and O&M), and the competitive environment. Where applicable, market potential refers to the estimated revenue opportunity size between 2022 and 2030 available for interested stakeholders to capitalize on. Key countries in each region are profiled, detailing their market potential.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Solar Photovoltaic (PV) Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Key Findings
Scope of Analysis
Geographic Scope
Segmentation
Key Value Chain Competitors
Key Growth Metrics
Distribution Channels
Value Chain
Growth Drivers
Growth Restraints
Impact of the Inflation Reduction Act of 2022 (IRA) on Solar Investments
Impact of the EU Green Deal Industrial Plan (GDIP), Australia's National Reconstruction Fund (NRF), and India's Production-linked Investments Scheme (PLIS) on Solar Investments

Key Trends

Key Market Trends
Trend 1: The Push for a Domestic PV Supply Chain is Strong
Trend 1: Chinese Companies Continue to Dominate Polysilicon
Trend 1: Despite Some Diversification in Ingots and Wafers, China Remains Dominant
Trend 1: Modular Production Outside China is Rising
Trend 2: Corporate Renewable PPA Demand Continues to Grow
Trend 3: As Manufacturers Focus on Increasing Capacity and Lowering Costs, an Inverter Evolution (Rather Than Revolution) is Taking Place
Trend 4: Efficiency Gains Drive Growth of Advanced Solar Trackers
Trend 4: By 2030, Nearly 700 GW of Solar PV Will Have Trackers
Trend 5: Advanced Servicing Propositions are Becoming an Increasingly Crucial Component of Solar PV Maintenance Strategies
Trend 6: Revamping and Repowering are Growing as Assets Age
Trend 7: P2P Trading is Growing as Intelligence Increases
Trend 8: Solar PV Sustainability Means That Manufacturers are Under Pressure to Minimize Emissions and Ensure Material Reuse
Trend 8: PV Recycling Reduces the Requirement for Virgin Materials and Minimizes Landfilling
Trend 9: Agri PV Developments Mean Crops and Solar Can Coexist
Trend 10: New Materials are Being Deployed Commercially
Trend 10: Efficiencies are Constantly Increasing
Trend 11: Asia is the Future Hotspot for Floating Solar PV (FPV)
Trend 11: FPV, in Combination with Offshore Wind, Forms Part of the Energy Islands of the Future
Trend 12: Solar is Being Increasingly Incorporated in Urban Environments
Trend 12: Advanced Building-integrated PV (BIPV) is a Leading Proposition