晶体硅光伏市场 - 增长、趋势、COVID-19 影响和预测（2022-2027 年）

晶体硅光伏市场预计在 2022-2027 年的预测期内以 5.3% 的复合年增长率增长。

COVID-19 疫情对市场增长的影响微乎其微，并对 2020 年第一季度和第二季度的供应链产生了负面影响。 2020年，全球太阳能新增装机量估计约为107GW，较2019年呈现稳步增长。预计在预测期内，有利的政府法规和对可再生能源的投资增加将对市场增长产生积极影响。然而，晶体硅在极高温度下的高初始投资和低效率限制了市场增长。

主要亮点

• 由于与单晶硅光伏相比，多晶硅光伏成本更低、空间效率更高，因此有望主导市场。
• 提高太阳能电池效率的技术进步和增加政府在可再生能源项目上的支出预计将为市场提供增长机会。
• 由于该地区太阳能装置的增加，预计亚太地区将主导市场。

主要市场趋势

多晶硅光伏有望带动市场

• 多晶硅片包含大量不同晶向的硅晶粒。晶圆是通过在大坩埚中定向凝固和结晶熔融硅来生产的。多晶硅面板因其高效率而成为许多光伏装置和商业装置的首选。
• 经过多年的价格下跌，多晶硅需求的激增推高了去年的价格，超过了现有的製造能力。许多中国主要製造商都开设了新的多晶硅光伏面板製造工厂，年总产能为16万吨，在目前全球约62万吨的产能基础上有所增加。该国的目标是到2021年上半年生产23.8万吨多晶硅。
• 据说多晶硅太阳能电池比单晶硅太阳能电池更环保，因为它们不需要单独的成型和晶体排列。大多数硅在製造过程中被使用。
• 此外，ATP Ingenieros Tecnicas Energeticas 计划于 2023 年底在西班牙 Kalil 光伏园区（容量 507MW）开始使用多晶太阳能电池发电。该项目目前处于许可阶段。
• 基于上述原因，预计多晶硅太阳能电池将在预测期内占据市场主导地位。

预计亚太地区将主导市场

• 近年来，亚太地区已成为光伏装置的主要市场。 2020年新增装机容量约7801万千瓦，占全球太阳能装机容量约58%的市场份额。
• 过去十年，太阳能光伏发电的平准化能源成本 (LCOE) 下降了 88% 以上，而印度尼西亚、马来西亚和越南等新兴国家正在增加其总能源组合中的太阳能装机容量。做到了。
• 中国是亚太地区和全球太阳能市场增长的主要贡献者。在 2019 年新增装机容量仅下降 3.05 吉瓦之后，中国在 2020 年出现反弹，贡献了约 4.82 吉瓦的新增太阳能装机容量。
• 2020 年，Prime Road 集团开始建设 7MW 的 Banpu Yabuki 太阳能发电厂。英利太阳能（中国）为日本福岛县的工厂供应晶体硅太阳能电池。
• 此外，我们于 2020 年 7 月在越南宁顺省投产了 50 兆瓦的 Phuoc Thai 1 太阳能发电厂。东方日昇为该项目提供多晶硅太阳能电池。
• 由于上述原因，预计亚太地区将在预测期内主导市场。

竞争格局

晶体硅光伏市场分散。主要竞争对手包括韩华 Q CELLS、晶澳太阳能、夏普、晶科能源和加拿大太阳能等公司。

其他好处

• Excel 格式的市场预测 (ME) 表
• 三个月的分析师支持

内容

第一章介绍

• 调查范围
• 市场定义
• 调查假设

第 2 章执行摘要

第三章研究方法

第 4 章市场概述

• 简介
• 2027年市场规模及需求预测（单位：百万美元）
• 最近的趋势和发展
• 政府法规和政策
• 市场动态
  • 驱动程序
  • 限制因素
• 供应链分析
• 波特五力分析
  • 供应商的议价能力
  • 消费者的议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 按类型
  • 单晶
  • 多晶，多晶
• 按最终用户
  • 商业
  • 住宅
  • 公用事业规模
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 南美洲
  • 中东和非洲

第 6 章竞争格局

• 併购、合资、合作、协议
• 主要参与者采用的策略
• 公司简介
  • Hanwha Q CELLS Co. Ltd.
  • SolarWorld AG
  • JA Solar Holdings
  • Sharp Corporation
  • Canadian Solar Inc.,
  • Trina Solar Limited
  • JinkoSolar Holding Co., Ltd

第 7 章市场机会和未来趋势

The Crystalline Silicon Solar PV Market is expected to grow at CAGR of 5.3% during the forecast period of 2022-2027. The COVID-19 outbreak had a very slight impact on the market growth and negatively affected the supply chain in Q1 and Q2 2020. In 2020, the global solar PV capacity additions were estimated to be around 107 GW, representing stable growth from 2019. The favorable government regulations and increasing investments in renewable energy will have a positive impact on the growth of the market during the forecast period. However, high initial investment and reduced efficiency of crystalline silicon at very high temperatures restrain the market growth.

Key Highlights

• Poly-Crystalline (or) Multi-Crystalline Silicon PV is expected to dominate the market, owing to its low cost and higher space efficiency as compared to mono-crystalline PV.
• Technological advancements in the field of solar cells to increase efficiency and rise in government spending on renewable energy projects are expected to provide growth opportunities in the market.
• Asia-Pacific is expected to dominate the market, due to increase in solar energy installations across the region.

Key Market Trends

Multi-Crystalline Silicon PV is Expected to Dominate the Market

• Multicrystalline or Polycrystalline silicon wafers contain many silicon grains with different crystal orientations. These wafers are produced by crystallizing molten silicon by directional solidification in large crucibles. Multicrystalline silicon panels, due to their higher efficiency, are mostly preferred across many utility-scale and commercial solar installations.
• After years of falling prices, the cost of the raw material skyrocketed the previous year as a jump in demand overwhelmed existing manufacturing capacity. Many major manufacturers in China have opened new multi-crystalline silicon PV panels manufacturing plants with a combined capacity of 160,000 tons a year, adding to the current global capacity of about 620,000 tons. The country has reached a production volume of 238,000 metric tonnes of polycrystalline silicon by H1 2021.
• Multicrystalline solar panels are more eco-friendly than monocrystalline solar panels as they do not require individual shaping and placement of each crystal. Most of the silicon is utilized during production.
• Moreover, ATP Ingenieros Tecnicas Energeticas, is planning to commission its Carril Solar PV Park located in Spain with a capacity of 507MW using multi-crystalline solar modules by the end of 2023. The project is currently in permitting stage.
• Owing to the above points, multi-crystalline solar modules are expected to dominate the market during the forecast period.

Asia-Pacific is Expected to Dominate the Market

• Asia-Pacific, in recent years, has been the primary market for solar energy installations. With an additional installed capacity of around 78.01 GW in 2020, the region held a market share of about 58% of the global solar power installed capacity.
• The Levelized Cost of Energy (LCOE) for solar PV in the last decade reduced by more than 88%, because of which developing countries in the region, such as Indonesia, Malaysia, and Vietnam, saw an increase in solar energy installation capacity in their total energy mix.
• China is a major contributor to the solar energy market's growth in Asia-Pacific and globally. After the decrease in installed capacity addition in 2019 to only 30.05 GW, China recovered in 2020 and contributed an additional installed capacity of around 48.2 GW of solar power.
• In the year 2020, Prime Road Group Co Ltd has started the construction of 7 MW Banpu Yabuki Solar PV Plant. Yingli Solar (China) Co., Ltd. is supplying crystalline silicon solar panels to the plant located in Fukushima, Japan.
• Moreover, In July 2020, Vietnam has commissioned 50 MW Phuoc Thai 1 solar plant in Ninh Thuan province in Vietnam. Risen Energy has supplied Polycrystalline Solar panels for this project.
• Owing to above point Asia-Pacific is expected to dominate the market during the forecast period.

Competitive Landscape

The Crystalline Silicon Solar PV Market is fragmented. Some of the key players included in the market are Hanwha Q CELLS Co. Ltd., JA Solar Holdings, Sharp Corporation, JinkoSolar Holding Co., Ltd, Canadian Solar Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD million, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Force Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By type
  • 5.1.1 Mono-Crystalline
  • 5.1.2 Poly-Crystalline or Multi Crystalline
• 5.2 By End-User
  • 5.2.1 Commercial
  • 5.2.2 Residential
  • 5.2.3 Utility Scale
• 5.3 Geography
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia-Pacific
  • 5.3.4 South America
  • 5.3.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 Hanwha Q CELLS Co. Ltd.
  • 6.3.2 SolarWorld AG
  • 6.3.3 JA Solar Holdings
  • 6.3.4 Sharp Corporation
  • 6.3.5 Canadian Solar Inc.,
  • 6.3.6 Trina Solar Limited
  • 6.3.7 JinkoSolar Holding Co., Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS