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市场调查报告书
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1198815

风力涡轮机转子叶片市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

Wind Turbine Rotor Blade Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 198 Pages | 商品交期: 2-3个工作天内

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简介目录

今年风力涡轮机转子叶片的全球市场规模估计约为 204.9 亿美元，预计在预测期内将以超过 7% 的复合年增长率增长。

市场在 2020 年受到了 COVID-19 的适度影响。 市场现在处于大流行前的水平。

主要亮点

  • 市场的主要驱动力是全球海上和陆上风电场安装数量的增加。
  • 另一方面，随之而来的高运输成本以及太阳能和水电等替代清洁能源的成本竞争力可能会阻碍市场增长。
  • 风力发电行业需要具有成本效益的解决方案，而高效的产品有可能改变该行业的动态。 在某些情况下，更换旧涡轮机并不是因为它们坏了，而是因为市场上有更高效的叶片。 因此，技术开发被视为风力涡轮机转子叶片市场的机会。
  • 到 2022 年，风力涡轮机转子叶片市场将由亚太地区主导，大部分需求来自中国、印度和澳大利亚等国家/地区。

风力涡轮机转子叶片市场趋势

土地板块主导市场

  • 陆上风能技术在过去五年中不断发展，可以最大限度地提高单位装机容量（兆瓦）的发电量，并以较低的风速覆盖更多区域。 近年来，风力涡轮机轮毂高度、直径和风力涡轮机叶片尺寸也有所增加。
  • 根据全球风能委员会 (GWEC) 的数据，由于全球最大的两个风电市场中国和美国的增长放缓，2021 年陆上风电市场将比 2020 年下降 18% 至 72.5 吉瓦。世界。 然而，2021年欧洲、拉美、非洲和中东地区出现了爆发式增长，新增陆上装机分别增长了19%、27%和120%。
  • 亚太和北美的陆上风电新增装机容量较 2020 年分别下降了 31% 和 21%，但这两个地区在 2021 年合计占全球陆上风电装机容量的三分之一左右。占 2 或更多。 然而，预计在预测期内，中国、美国和印度等几个主要国家的投资和雄心勃勃的可再生能源目标将推动对风力涡轮机转子叶片的需求。
  • 此外，根据国际可再生能源署 (IRENA) 的数据，平准化能源成本 (LCOE) 和全球加权平均总安装成本将从 2016 年的 0.060 美元/千瓦时和 1,652 美元/千瓦增加到 2020 年的 0.039 美元/千瓦时。美元/千瓦时和 1355 美元/千瓦。 此外，在预测期内，由于资本成本降低、成熟带来的竞争加剧以及技术改进，预计 LCOE 和加权平均成本将进一步下降。
  • 印度是发展最快的风力发电国家之一。 据印度新能源和可再生能源部称，截至2021年，该国风电装机容量将位居世界第四，总装机容量为408万千瓦。 风能产业的扩张在该国创造了强大的生态系统、项目运营能力和每年约 10,000 兆瓦的生产基地。 中国也在追随同样的趋势。 根据国家能源局（NEA）的数据，2021 年将有 47.5GW 风电并网，其中陆上风电装机容量达到 310.62GW，创历史新高。 由于高投资额和政府政策的变化，预计陆地部分将引领印度和中国风力涡轮机转子叶片市场的增长。
  • 根据 GWEC 的数据，美国陆上风电行业将在 2021 年创下全球第二高的年度新装机容量，投产量约为 1274 万千瓦。 美国陆上风电装置也将直接为陆上风力涡轮机转子叶片市场做出贡献，这主要是由于项目开发商必须在最后期限前完成生产税收抵免计划的逐步取消。
  • 此外，据 WindEurope 称，陆上风电将推动欧洲地区的市场需求，该地区的目标是到 2030 年实现零碳排放。 据GWEC称，陆上风力发电约占风能的90%。 预计减少碳排放和逐步淘汰传统电力系统的严格法规将推动市场发展。
  • 因此，基于上述因素，由于较低的 LCOE 和 CAPEX 以及清洁资源对能源的高需求，预计陆上风力涡轮机转子叶片行业在预测期内将会增长。

亚太地区主导市场

  • 亚太地区是全球风力涡轮机转子叶片市场中最大的地区之一。 大部分需求来自中国、印度和日本。 自 1891 年发明现代风力涡轮发电机 (WTG) 以来，中国已将风能技术视为为农村和偏远地区供电的有效方式。 由于政策改革、专门的研发举措、新的融资机制和最新五年计划中的明确目标，中国的风电装机容量将从 1990 年的仅 4 兆瓦增长到 2021 年的 338.3 吉瓦。
  • 2021 年中国的装机容量和新增容量都将遥遥领先于世界第一。 据 IRENA 称，中国将继续主导陆上风电行业，到 2050 年将占全球装机容量的 50% 以上。 此外，由于人口众多，该国的高电力需求预计将推动风电的增长。 在国内联邦和州政府的支持下，包括中国公司在内的几家跨国公司正在投资这一领域。
  • 根据国家能源局 (NEA) 的数据，中国将在 2021 年并网 47.5 吉瓦的陆上风电装机容量，使陆上装机总量达到 310.62 吉瓦。 此外，随着国际出口和国内市场对关键零部件和材料的需求不断增长，预计未来几年中国陆上风电市场将稳步增长。 在中国，近70%的电力来自火力发电。 随着火力发电污染日益严重，我们着力提高清洁可再生能源发电比例。
  • 此外，2021年全球新增海上风电装机容量2110万千瓦，其中80%（1690万千瓦）将由中国製造，中国海上风电累计装机容量为2768万千瓦。到达 基于这些因素，中国有望成为亚太地区最大的风电转子叶片市场。
  • 到 2021 年，印度将拥有世界第四大风力发电装机容量。 这些项目主要分布在该国的北部、南部和西部。 2021年印度风电装机容量为4008万千瓦，比2020年的3862万千瓦增长4%。 此外，在395GW中，非化石燃料占总发电量的比例为38.5%。 风能目前占其中的 10.2%，但为了进一步履行其 2030 年气候承诺，新能源和可再生能源部 (MNRE) 宣布到 2030 年将建设 140GW 的风能装机容量。我认为这是必要的。 为实现这一目标，预计未来几年风电场项目的数量将呈指数级增长，从而带动国内对风电设备的需求。
  • 此外，印度正寻求通过挖掘其 7,600 公里海岸线上完全未开发的海上风电场的潜力来扩大其绿色能源组合。 近年来，人们对海洋的关注有所增加。 可再生能源部製定了到2030年海上风电装机容量达到30GW的目标。
  • 因此，即将到来的风电场项目等因素，以及亚太地区各国政府的支持性政策和法规，将在预测期内推动亚太地区对风力涡轮机转子叶片的需求. 预计会增加。

风力涡轮机转子叶片市场竞争对手分析

风力涡轮机转子叶片市场本质上是分散的。 主要市场参与者（排名不分先后）包括 TPI Composites SA、LM Wind Power（GE 可再生能源业务）、Siemens Gamesa Renewable Energy, S.A.、Vestas Wind Systems A/S 和 Enercon GmbH。

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
  • 调查先决条件

第 2 章执行摘要

第三章研究方法论

第 4 章市场概述

  • 介绍
  • 到 2027 年的市场规模和需求预测（单位：十亿美元）
  • 风力涡轮机转子叶片价格分析
  • 近期趋势和发展状况
  • 政府政策法规、目标
  • 市场动态
    • 司机
    • 约束因素
  • 供应链分析
  • 波特的五力分析
    • 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

  • 部署地点
    • 陆上
    • 离岸
  • 刀片材料
    • 碳纤维
    • 玻璃纤维
    • 其他刀片材料
  • 按地区
    • 北美
    • 欧洲
    • 亚太地区
    • 南美洲
    • 中东

第六章竞争格局

  • 併购、合资、合作、协议
  • 主要参与者采用的策略
  • 公司简介
    • TPI Composites Inc.
    • Lianyungang Zhongfu Lianzhong Composites Group Co. Ltd
    • LM Wind Power（a GE Renewable Energy business）
    • Nordex SE
    • Siemens Gamesa Renewable Energy, S.A.
    • Vestas Wind Systems A/S
    • MFG Wind
    • Sinoma wind power blade Co. Ltd
    • Aeris Energy
    • Suzlon Energy Limited
    • Enercon GmbH

第7章市场机器社会与未来趋势

简介目录
Product Code: 47348

The Global Wind Turbine Rotor Blade Market size was estimated at about USD 20.49 billion in the current year and is projected to register at a CAGR of more than 7% during the forecast period.

The market was moderately impacted by COVID-19 in 2020. Presently, the market has reached pre-pandemic levels.

Key Highlights

  • The major driving factor of the market is the growing number of offshore and onshore wind energy installations across the world.
  • On the flip side, the associated high cost of transportation and cost competitiveness of alternate clean power sources, like solar power, hydropower, etc., have the potential to hinder market growth.
  • The wind power industry has been in demand for cost-effective solutions, and a highly efficient product has the potential to change the dynamics of the industry. There were instances where old turbines were replaced, not because of the damage but due to the availability of more efficient blades in the market. Hence, technological developments present themselves as opportunities for the wind turbine rotor blade market.
  • Asia-Pacific dominated the wind turbine rotor blade market in 2022, with the majority of the demand coming from countries like China, India, and Australia.

Wind Turbine Rotor Blade Market Trends

Onshore Segment to Dominate the Market

  • The onshore wind energy power generation technology has evolved over the last five years to maximize electricity produced per megawatt capacity installed and to cover more sites with lower wind speeds. Besides this, in recent years, wind turbines have become larger with taller hub heights, broader diameters, and larger wind turbine blades.
  • According to the Global Wind Energy Council (GWEC), the onshore wind market added 72.5 GW worldwide in 2021, 18% lower than in 2020, due to a slowdown in the growth of the onshore wind market in China and the United States, the world's two largest wind markets. However, in 2021, explosive growth was witnessed in Europe, Latin America, Africa, and the Middle East, where new onshore installations increased by 19%, 27%, and 120%.
  • Onshore wind additions in the Asia-Pacific and North America have decreased by 31% and 21% compared to 2020, but the two regions combined still made up more than two-thirds of global onshore wind installations in 2021. However, investments and ambitious renewable targets from several major countries, such as China, the United States, and India, are expected to drive the demand for wind turbine rotor blade during the forecast period.
  • Further, according to the International Renewable Energy Agency (IRENA), the levelized cost of energy (LCOE) and global weighted average total installed cost decreased from 0.060 USD/kWh and 1652 USD/kW in 2016 to 0.039 USD/kWh and 1355 USD/kW in 2020. In addition, the LCOE and the weighted average cost are expected to decline further owing to the reductions in capital costs, increased competition as the sector continues to mature, and improvements in technology during the forecast period.
  • India is one of the fastest-growing wind power generators. According to India's Ministry of New and Renewable Energy, as of 2021 the country had the fourth-highest installed wind energy capacity in the world, with a total installed capacity of 40.08 GW. The expansion of the wind industry has resulted in a robust ecosystem, project operation capabilities, and a manufacturing base of about 10,000 MW per annum in the country. China follows the same trend. According to the National Energy Administration (NEA), 47.5 GW of wind capacity was grid-connected in 2021, and the total onshore installed wind capacity registered at 310.62 GW. Due to high investment and changes in government policy, the onshore segment is expected to lead the growth of the wind turbine rotor blade market in India and China.
  • According to the GWEC, the United States' onshore wind sector reported the second-highest annual new installations in the world in 2021, with around 12.74 GW commissioned. The onshore wind installation in the United States was driven primarily due to the planned Production Tax Credit phase-out as project developers had to meet their deadline, which also directly aids the onshore wind turbine rotor blade market.
  • Further, according to WindEurope, onshore wind energy will lead the market demand in the European region to achieve net-zero carbon emissions by 2030. According to GWEC, onshore wind energy capacity takes around 90% of wind energy. Strict regulations to reduce carbon emissions and phase out conventional power systems are expected to drive the market.
  • Therefore, based on the above-mentioned factors, the onshore wind turbine rotor blade segment is expected to grow due to declining LCOE and reduced CAPEX, coupled with high energy demand through clean sources, during the forecast period.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is one of the largest regions in the global wind turbine rotor blade market. Most of the demand is generated from China, India, and Japan. Since the invention of the modern wind turbine generator (WTG) in 1891, China has recognized that wind energy technology offers an effective way to provide electricity to rural and isolated areas. China's installed wind capacity grew from a mere 4 MW in 1990 to 338.30 GW in 2021 due to policy reforms, dedicated R&D initiatives, new financing mechanisms, and clear goals in the most recent Five-Year Plans.
  • Both China's installed capacity and new capacity in 2021 were the largest in the world by a wide margin. According to IRENA, China is expected to continue to dominate the onshore wind power industry, with more than 50% of global installations by 2050. Also, due to the high population, high electricity demand in the country is expected to promote growth in wind energy. Several multinational corporations, including Chinese firms, are investing in this sector with the help of federal and provincial governments across the country.
  • According to the National Energy Administration (NEA), China connected 47.5 GW of onshore wind capacity in 2021, boosting its total onshore installations to 310.62 GW. Further, the Chinese onshore wind market is expected to grow steadily in the coming years, with rising needs for key components and materials, not only for the national market but also for international exports. Besides, in China, nearly 70% of the electricity produced is from thermal energy sources. As there is increasing pollution from thermal sources, the country has been focusing on increasing the share of cleaner and renewable sources in power generation.
  • Furthermore, out of the total 21.10 GW of newly installed offshore capacity worldwide, 80% (16.90 GW) of the new installations came from China in 2021, and China's cumulative offshore wind capacity stood at 27.68 GW. All of this indicates that China is expected to be the largest market for wind turbine rotor blades market in the Asia-Pacific region.
  • India held the fourth-largest wind power installed capacity globally as of 2021. These projects are majorly spread in the northern, southern, and western parts of the country. As of 2021, India's total installed wind capacity was 40.08 GW, witnessing an increase of 4% compared to the 38.62 GW in 2020. The country's current share of non-fossil fuels in overall generation capacity stands at 38.5% out of 395 GW. While wind currently accounts for 10.2% of this, to further realize its 2030 climate commitments, the Ministry of New and Renewable Energy (MNRE) has estimated that 140 GW of wind energy capacity is required by 2030. In order to reach such a target, the number of wind projects is expected to increase drastically in the coming years, driving the demand for wind power equipment in the country.
  • Furthermore, India is trying to expand its green energy portfolio by harnessing the entirely unexploited offshore wind energy potential along its 7,600-kilometer coastline. The focus on offshore increased in recent years. The renewable energy ministry has set a target of 30 GW of offshore wind installations by 2030.
  • Therefore, factors, such as upcoming wind power projects, along with supportive government policies and regulations in different countries across the region, are expected to increase the demand for wind turbine rotor blades in the Asia-Pacific during the forecast period.

Wind Turbine Rotor Blade Market Competitor Analysis

The wind turbine rotor blade market is fragmented in nature. Some of the major players in the market (in no particular order) include TPI Composites SA, LM Wind Power (a GE Renewable Energy business), Siemens Gamesa Renewable Energy, S.A., Vestas Wind Systems A/S, and Enercon GmbH.

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 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Wind Turbine Rotor Blades Price Analysis
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies, Regulations, and Targets
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
    • 4.6.2 Restraints
  • 4.7 Supply Chain Analysis
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitutes Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Location of Deployment
    • 5.1.1 Onshore
    • 5.1.2 Offshore
  • 5.2 Blade Material
    • 5.2.1 Carbon Fiber
    • 5.2.2 Glass Fiber
    • 5.2.3 Other Blade Materials
  • 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

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 TPI Composites Inc.
    • 6.3.2 Lianyungang Zhongfu Lianzhong Composites Group Co. Ltd
    • 6.3.3 LM Wind Power (a GE Renewable Energy business)
    • 6.3.4 Nordex SE
    • 6.3.5 Siemens Gamesa Renewable Energy, S.A.
    • 6.3.6 Vestas Wind Systems A/S
    • 6.3.7 MFG Wind
    • 6.3.8 Sinoma wind power blade Co. Ltd
    • 6.3.9 Aeris Energy
    • 6.3.10 Suzlon Energy Limited
    • 6.3.11 Enercon GmbH

7 MARKET OPPORTUNITIES AND FUTURE TRENDS