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电力设备太阳光发电

市场调查报告书

商品编码

1735876

2024-2035年全球太阳能光电逆变器产业

Solar PV Inverter Industry, Global, 2024-2035

出版日期: 2025年05月09日 | 出版商:

Frost & Sullivan | 英文 48 Pages | 商品交期: 最快1-2个工作天内

价格

简介目录

太阳能光电投资创历史新高，推动太阳能逆变器收益

预计到 2024 年，太阳能光电将占所有发电投资的 45%，并在未来十年保持这一水平。逆变器是光伏系统中的关键部件之一，占总系统价值的 5% 至 15%，具体取决于最终用户细分。本研究评估了太阳能光电逆变器的全球市场潜力和成长机会。逆变器分为三类：中央逆变器，主要用于大型公用事业设施；串列型逆变器，用于商业和住宅建筑等中型设施，最近也用于公用事业计划；微型逆变器，主要用于住宅设施，在商业领域也有一定使用。逆变器收益预测与太阳能光电产业预测一致。 Frost & Sullivan累计系统运作当年的收益，光电逆变器也是如此。

各部门收益预测

基准年收益估计约为 300 亿美元，2023 年至 2035 年研究期间的复合年增长率约为 10%。

主要发现
光电逆变器比较分析
光电逆变器采购参数
哪些因素会影响逆变器的可靠性？
IGBT故障类型
电容器故障类型
关键策略趋势
用于光伏逆变器的氮化镓半导体的生长
扩大数位解决方案的使用，提高逆变器智慧化
透过数位化运维最大限度地减少电弧故障并确保连续性
混合逆变器解决方案因电池储能係统（BESS）的成长而受到关注
成长动力
成长抑制因素
预测假设
价格趋势
各地区收益预测
各部门收益预测
按产品类型预测收益
各地区收益预测-组串列型逆变器
各地区收益预测-中央逆变器
微型逆变器各区域收益预测

2024年太阳能光电逆变器市场占有率

区域分析

北美：按产品分類的收益预测
中国：按产品分類的收益预测
西欧：按产品分類的收益预测
中欧和东欧：按产品分類的收益预测
东亚：按产品分類的收益预测
印度和南亚：按产品分類的收益预测
东协：按产品分類的收益预测
澳新太平洋：按产品分類的收益预测
拉丁美洲：按产品分類的收益预测
中东和北非：按产品分類的收益预测
撒哈拉以南非洲：按产品分類的收益预测
俄罗斯/独联体：按产品分類的收益预测

成长机会宇宙

成长机会1：碳化硅/氮化镓转换器
成长机会2：PID控制逆变器
成长机会3：GFM逆变器

附录与后续步骤

成长机会的益处和影响
后续步骤Next steps
附件列表
免责声明

简介目录

Product Code: MHBB-27

Record Investment Levels in Solar PV Drives Solar Inverter Revenues

Solar PV accounted for 45% of all power generation investment in 2024, and it is forecast to maintain this throughout the next decade. Inverters are one of the key components within a PV system, accounting for anywhere from 5% to 15% of the total system value, depending on the end customer segment. This study assesses the global market potential and growth opportunities for solar PV inverters. It includes three broad categories of inverters - central inverters, used mostly in large-scale utility installations; string inverters, used in medium-sized installations, such as commercial and residential establishments, and increasingly utility projects; and micro inverters that are mostly used in residential setups with some installations in the commercial sector. The revenue forecast for inverters is aligned to the solar PV industry. Frost & Sullivan accounts for revenues in the year the system comes online and the same applies for PV inverters.

Revenue Forecast by Segment

The base year revenue estimate is approximately $30 billion, with a CAGR of around 10% for the study period from 2023 to 2035.

Scope of Analysis

This study assesses the global market potential and growth opportunities for solar PV inverters. It includes three broad categories of inverters - central inverters, used mostly in large-scale installations and large commercial buildings; string inverters, used in medium-sized installations, such as commercial and residential establishments; and micro inverters that are mostly used in residential setups with some installations in the commercial sector.

The revenue forecast for inverters is aligned to the solar PV industry. Frost & Sullivan accounts for revenues in the year the system comes online and the same applies for PV inverters.

Short, medium, and long terms refer to 1 to 2 years (2025-2026), 3 to 4 years (2027-2028), and 5 to 11 years (2029-2035), respectively.

Scope

Element

Description

Industry Analysis

Comprehensive assessment of solar PV inverter market trends.

Competitive Landscape

Evaluation of key players and market positioning strategies.

Market Opportunities

Identification of growth segments and investment areas.

Technology Trends

Exploration of innovations influencing the industry.

The Impact of the Top 3 Strategic Imperatives on the Solar PV Inverter Industry

Competitive Intensity

Why: The level of competition in the solar PV inverter industry is high. Chinese inverter producers have invested significant sums in new production facilities, and the result has been that average costs have declined in recent years.
Frost Perspective: For project developers, the declining PV inverter costs, coupled with far more significant cost reductions for modules is enabling them to bring down project costs, thus making solar PV more competitive. For inverter manufacturers to stand out, they need to try and differentiate their products by offering advanced features.

Geopolitical Chaos

Why: Major conflicts have made energy security a major concern. Increasing economic competition is resulting in a higher use of tariffs, principally by the United States. Tariffs act to distort industries by making imported goods more expensive and domestically produced goods more competitive.
Frost Perspective: Tariffs (and incentives) are increasing investment in markets outside of China, particularly in the United States as components need to be locally produced. Major inverter manufacturers are seeking to diversify where they produce, which can be challenging as they are also under pressure to be cost competitive.

Innovative Business Models

Why: As the intelligence of the grid increases, those assets on the grid gain more importance. There has been strong growth in residential solar PV in the past two years, and more commercial & industrial businesses will install PV as the costs continue to decline.
Frost Perspective: The electricity produced from Solar PV projects is an asset. When combined with other DERs such as BESS and EV Chargers it can generate additional revenues for the asset owners - or it can mitigate potential demand charges or high electricity bills. Inverters are a key component in enabling this greater intelligence.

Growth Restraints

Whilst there are significant incentives and support mechanisms for solar PV in many geographies, as substantial number still lack effective policy support to ensure that market can reach its full potential.

While there are several programs offering rebates on solar panels, there aren't many incentives for inverters, increasing the upfront costs for non-bankable/small-scale and residential projects.

Delays in planning permission and grid connections can delay the progression of solar PV projects, resulting in lower inverter sales.

Growth Drivers

The increasing cost competitiveness of solar PV based generation is driving a huge pipeline of projects.

National renewable targets drive demand for solar PV and inverters.

While there are unique applications for DC power, the reliability, efficiency in power transmission, flexibility, and cost advantages have made AC power the most widely used, thereby making inverters a critical component of the solar PV system.

Renewables are characterized by variability in generation. Inverters improve power quality of grid connected PV systems.

Hybrid inverters act as reliable power back up during grid failure/blackouts, ensuring smooth business operations.