海上风力涡轮机市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

海上风力涡轮机市场预计在预测期内（2022-2027 年）以超过 5.5% 的复合年增长率增长。

COVID-19 大流行降低了整体能源消耗，扰乱了供应链，并减缓了全球经济发展。 许多设备和部件，例如连接到保持风力涡轮机旋转的齿轮箱的滚柱轴承，由于航运业在大流行期间受到干扰，市场需求很低。 大流行期间项目延误和投资不足也阻碍了市场。 此外，一项关于海上风电场项目绩效的研究发现，增值 (VA) 小时数分布为 21.21%，非增值 (NVA) 小时数分布为 50.09%。 然而，所研究市场近期的上升趋势是由能源需求上升、可再生能源在发电组合中所占份额增加、减少对化石燃料发电依赖的努力、能源效率法规以及能源效率和利用等因素推动的。法规以确保 然而，太阳能和其他替代能源等清洁能源的采用可能会阻碍市场增长。

主要亮点

• 大容量风力涡轮机、浮动式风力涡轮机和 3D 打印等技术改进使海上风力发电的总成本降至最低水平，使人们能够进入深海等以前因缺乏资源而无法进入的区域投资和技术，开闢了新的出海地点。 预计这些发展将推动全球深海风力发电的部署。
• 此外，通过将人工智能、物联网、机器人技术和数据分析集成到海上风力发电机中，先进的状态监测和预测性维护成为可能，这有望提高效率并降低运营和维护成本，可以提供增长机会用于未来的海上风电装置。
• 欧洲是最大的海上风力涡轮机市场，因为欧洲在 2020 年拥有最大的海上风电装机容量。 预计在预测期内将保持这种主导地位。

海上风力涡轮机的市场趋势

深水海工领域发展迅猛

• 在全球能源需求不断增长的情况下，主要国家和公司正在转向引入高度可靠的可再生能源，以提供清洁能源。 采用先进技术的海上风力发电吸引了国家和企业的投资。
• 例如，2022 年 3 月，TotalEnergies 加入了 Trident Winds Inc. 的 Castle Wind LLC 合资企业 (JV)，在莫罗湾海上开发一个 1GW 的海上风电项目。 该项目预计为深水项目。 然而，很少有细节被公开。 TotalEnergies 进入了之前由 EnBW North America 拥有的合资企业。
• 此外，作为其 Skipjack 项目的一部分，风力发电巨头 Orsted 将在 2022 年 2 月探索特拉华州的 River Inlet，这是深水领域不断扩大的另一个例子。 春季，Orsted 将继续评估美国特拉华州沿海的潜在着陆点和互连点，以支持 Skipjack Wind 的开发。 海上风电项目将为该地区约 300,000 户家庭提供能源。
• 此外，风力发电机所用材料的改进使得利用更高的风力成为可能。 风车也有更大的叶片，所以它们可以覆盖比小风车更广的区域。 更大的风力涡轮机有助于通过规模经济降低风力发电的成本，使其在美国、德国和法国等许多国家与化石燃料替代品在经济上具有竞争力。 预计近期的发展将在预测期内推动海上风力涡轮机市场。
• 按位置划分，由于成本降低和技术改进，预计深水离岸行业在预测期内将继续引领风力涡轮机行业。

欧洲主导市场

• 欧洲将在 2021 年的海上风电装机容量中占据最大份额。 据欧盟称，欧洲约占全球整个风电市场装机容量的四分之一。
• 欧洲很可能继中国之后在全球海上风电市场中处于领先地位。 欧洲在 2020 年增加了约 2,900 兆瓦的海上风电装机容量，相当于在 9 个风电场中新增约 356 台海上风力涡轮机并网。 到2020年，该地区将拥有约25GW的海上风电装机容量，相当于12个国家的5400多台并网风力涡轮机。
• 儘管欧洲水域占海上风电总装机容量的很大一部分，但北海地区的政府已为自己领海内的风电场设定了目标。 在欧洲，四个国家的八个新海上风电项目将在 2020 年做出最终投资决定，并在未来几年内开始建设。 新资产投资额为 263 亿欧元，为 710 万千瓦的额外产能提供了融资。
• 此外，据基础设施和能源部长称，2022 年 3 月，阿尔巴尼亚正在亚得里亚海开展一个海上风电场项目，该项目得到了欧洲復兴开发银行 (EBRD) 的支持。 该项目目前处于研究阶段。
• 截至 2020 年，欧洲的总装机容量为 25,014 兆瓦。 欧洲 12 个国家约有 116 个风电场，包括部分并网站点，其中约 5,402 个已并网。
• 因此，参与海上风电业务的参与者将有机会在预测期内扩展其在欧洲市场的业务。

海上风力涡轮机市场的竞争对手分析

海上风力涡轮机市场较为分散。 市场上的主要参与者包括 Vestas Wind Systems AS、Siemens Gamesa Renewable Energy SA、General Electric Company、Nordex SE、Senvion SA 等。

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

第二章研究方法论

第 3 章执行摘要

第 4 章市场概述

• 简介
• 到 2027 年海上风电装机容量预测（单位：GW）
• 主要海上风电项目
• 近期趋势和发展状况
• 政府法规和政策
• 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
  • 浅水区
  • 深海
• 基本类型
  • 固定基础
  • 浮动类型
• 设备能力
  • 小于 5 兆瓦
  • 5MW 或更多
• 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
  • Vestas Wind Systems AS
  • Siemens Gamesa Renewable Energy SA
  • General Electric Company
  • Nordex SE
  • Senvion SA
  • Suzlon Energy Ltd
  • Xinjiang Goldwind Science & Technology Co. Ltd
  • Guodian United Power Technology Company Limited
  • Enercon GmbH
  • Envision Energy Limited
  • Hitachi Ltd

第7章 市场机会未来动向

The offshore wind turbine market is expected to record a CAGR of more than 5.5% during the forecast period (2022-2027). The COVID-19 pandemic declined the overall energy consumption, disrupted the supply chain, and slowed down the economic development worldwide. Most of the equipment and components, such as roller bearings that connect to gearboxes and eventually allow the wind turbines to keep spinning, had low market demand as the shipping industry was disrupted during the outbreak. The market was also restrained due to project delays and a lack of investments during the pandemic. Further, a study on wind offshore project results showed a distribution of 21.21% value-adding (VA) and 50.09% non-value-adding (NVA) hours. However, the recent uptrend in the market studied was due to rising energy demand, the increasing share of renewables in the power generation mix, efforts to reduce the reliance on fossil fuel-based power generation, regulations on energy efficiency, and regulations to ensure efficiency and utilization of energy. However, the adoption of clean energy sources like solar and other alternatives will likely hinder the market's growth.

Key Highlights

• Technological improvements, such as the increased capacity of wind turbines, floating wind turbines, and 3D printing, brought the overall cost of offshore wind power to the lowest level and opened up new offshore locations such as deepwater that was previously inaccessible due to lack of investment and technology. These developments are expected to augment the adoption of deepwater wind power worldwide.
• Moreover, the integration of AI, IoT, robotics, and data analytics in offshore wind turbines is expected to enable advanced condition monitoring and predictive maintenance, resulting in increased efficiency and reduced operational and maintenance costs, which may provide growth opportunities in the deployment of offshore wind turbines in the future.
• Europe is the largest offshore wind turbine market due to the largest offshore wind power installed capacity in 2020. This domination is expected to be maintained during the forecast period.

Offshore Wind Turbine Market Trends

Deep Water Offshore Segment to Grow Significantly

• As energy demand is rising globally, major countries and companies are turning toward the adoption of reliable renewable energy to provide clean energy. The adoption of offshore wind energy with advanced technology attracted countries and companies to invest in the sector.
• For instance, in March 2022, TotalEnergies joined Trident Winds Inc. in the Castle Wind LLC joint venture (JV) to develop a 1 GW offshore wind project off the coast of Morro Bay. The project is expected to be a deepwater project. However, few details have been published. TotalEnergies entered the joint venture, which was previously held by EnBW North America.
• Furthermore, in February 2022, in another instance of the growing deepwater segment, the Windpower giant Ørsted surveyed Delaware's River Inlet as part of its Skipjack project. In the spring, Orsted is expected to continue its evaluation of potential landfall and interconnection locations in coastal areas in Delaware, United States, to support the development of Skipjack Wind. This offshore wind project will deliver energy to approximately 300,000 homes in the region.
• Apart from this, the companies have recently been able to install taller wind turbines due to improvements in the wind turbine materials used, allowing the turbines to exploit higher altitude winds. Also, these new turbines have much larger blades and, hence, can sweep more area than smaller turbines. The growing size of the wind turbines helped lower the cost of wind energy due to the economy of scale, indicating that it is economically competitive with fossil fuel alternatives in many countries such as the United States, Germany, and France. This recent trend is expected to drive the offshore wind turbine market during the forecast period.
• By location of deployment, the deepwater offshore industry is expected to remain the driver of the wind turbine industry during the forecast period, owing to declining costs and improved technology.

Europe to Dominate the Market

• Europe accounted for the largest share of the offshore wind power installed capacity in 2021. According to the European Union, Europe represents around a quarter of the global installations of the total wind market.
• Europe is likely to be at the helm of the offshore wind market worldwide, followed by China. Europe added around 2,900 MW of offshore capacity in 2020, which corresponds to around 356 new offshore wind turbines connected to the grid across nine wind farms. In 2020, the region had an installed offshore wind capacity of around 25 GW, which corresponds to more than 5,400 grid-connected wind turbines across 12 countries.
• Even though a large percentage of the total offshore wind installations is in the European waters, the governments in the North Sea region set a target for the installation of wind farms in their territorial waters. In Europe, eight new offshore wind projects reached Final Investment Decision in four countries in 2020, with construction due to start in the coming years. Investments in new assets accounted for EUR 26.3 billion, and 7.1 GW of additional capacity was financed.
• Moreover, according to the Minister of Infrastructure and Energy, in March 2022, Albania was working on an offshore wind project in the Adriatic Sea supported by the European Bank for Reconstruction and Development (EBRD. The project is currently in the study phase.
• As of 2020, Europe had a total of 25,014 MW installed. There are around 116 wind farms, including sites with partial grid connections across 12 European countries, and about 5,402 turbines are connected to the grid.
• Such factors are likely to bring opportunities for the players involved in the offshore wind farm business to expand in the European market during the forecast period.

Offshore Wind Turbine Market Competitor Analysis

The offshore wind turbine market is moderately fragmented. Some of the key players in the market include Vestas Wind Systems AS, Siemens Gamesa Renewable Energy SA, General Electric Company, Nordex SE, and Senvion SA.

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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Installed Offshore Wind Capacity Forecast in GW, till 2027
• 4.3 Key Offshore Wind Projects
• 4.4 Recent Trends and Developments
• 4.5 Government Policies and Regulations
• 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 Shallow Water
  • 5.1.2 Deepwater
• 5.2 Foundation Type
  • 5.2.1 Fixed Foundation
  • 5.2.2 Floating Foundation
• 5.3 Capacity
  • 5.3.1 Less than 5 MW
  • 5.3.2 Above 5 MW
• 5.4 Geography
  • 5.4.1 North America
  • 5.4.2 Europe
  • 5.4.3 Asia-Pacific
  • 5.4.4 South America
  • 5.4.5 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 Vestas Wind Systems AS
  • 6.3.2 Siemens Gamesa Renewable Energy SA
  • 6.3.3 General Electric Company
  • 6.3.4 Nordex SE
  • 6.3.5 Senvion SA
  • 6.3.6 Suzlon Energy Ltd
  • 6.3.7 Xinjiang Goldwind Science & Technology Co. Ltd
  • 6.3.8 Guodian United Power Technology Company Limited
  • 6.3.9 Enercon GmbH
  • 6.3.10 Envision Energy Limited
  • 6.3.11 Hitachi Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS