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市场调查报告书
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1198331

金属硅市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

Silicon Metal Market - Growth, Trends, and Forecast (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 160 Pages | 商品交期: 2-3个工作天内

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简介目录

到今年年底，全球金属硅市场预计将达到 2,900 千吨以上，预计在预测期内復合年增长率将保持在 5% 以上。

COVID-19 大流行一直是金属硅市场面临的重大挑战，它直接影响了全球製造商的供应链，并关闭了生产设施以最大程度地降低病毒传播的风险。.

主要亮点

  • 随着对电动汽车的需求不断增加以及全球汽车产量的增加，对铝硅合金的需求增加预计将推动金属硅的消费。 智能手机、笔记本电脑、平板电脑和其他电子产品的使用量增加也有望推动金属硅市场。
  • 但是，中国硅产量下降可能会阻碍市场增长。
  • 通过改进当前技术来降低生产成本的措施预计会在预测期内为市场提供潜在的增长机会。
  • 亚太地区的市场份额最高，预计在预测期内将占据市场主导地位。

金属硅市场趋势

太阳能电池板的需求激增

  • 硅是太阳能电池中最常用的半导体材料，约占当今所售模块的 95%。 通过提炼金属硅，它可以转化为高纯度硅，这是半导体和太阳能电池的基础。 因此，可用于太阳能电池的生产。
  • 光伏产业是世界上发展最快的产业之一。 根据国际能源署 (IEA) 的数据，该行业几乎占世界净发电量的三分之二。
  • 根据国际能源署的预测，2019 年至 2023 年间，可再生能源容量预计将增长 50%，主要由太阳能发电带动。 预计太阳能将占预计增长的近 60%。 2017 年，光伏在全球可再生能源净容量中的份额为 55.4%，到 2022 年将上升至 188.6GW (59.1%)。 儘管 2020 年由于 COVID-19 对项目的影响出现了创纪录的放缓，但印度、巴西和南非的太阳能光伏发电量持续增长可能达到 197.3GW，预计将占据全球可再生能源供应的约 62.3%
  • 在印度，一个拖延已久的大型电力项目已经上线，预计到 2022 年产能将比 2020 年增加两倍。
  • 在美国，2022 年装机容量预计将继续增长，因为 26% 的 ITC 将再延长一年，从而提高项目的经济吸引力。 由于持续的成本削减和税收抵免，分布式光伏将占到 2022 年美国光伏增长的近 30%。
  • 2021 年第三季度，美国太阳能市场的装机容量为 5.4 吉瓦，比 2020 年第三季度增长 33%。 德克萨斯州和弗吉尼亚州占 2021 年第三季度太阳能公用事业规模安装量的一半以上。
  • 2021 年第一季度至第三季度，美国太阳能发电量占 54%，2020 年将达到 44%。 供应链限制和原材料价格上涨预计将在 2022 年对市场产生负面影响。
  • 根据新能源和可再生能源部 (MNRE) 的数据，到 2021 年底，印度的太阳能装机容量将位居世界第四。 截至2022年11月30日，太阳能发电装机容量已达到约61.97吉瓦。 印度的太阳能光伏电价目前极具竞争力，并已实现平价上网。
  • 预计在整个预测期内，上述新兴市场的发展将推动光伏行业的有机硅金属市场。

中国主导亚太

  • 由于各行各业对硅的需求不断增加，中国在亚太地区的金属硅市场占据主导地位。
  • 金属硅最重要的应用是硅树脂（粘合剂和密封剂、润滑剂、化学品等）和铝合金。 这些产品的主要应用包括汽车、建筑和施工、工业和其他最终用户行业。
  • 中国的主要电动汽车製造商包括特斯拉、比亚迪和蔚来。 中国政府计划到 2025 年至少引进 5000 辆燃料电池电动汽车，到 2030 年至少引进 100 万辆。
  • 政府对电动、混合动力和燃料电池汽车的推广预计将在预测期内推动市场发展。 随着国内对电动汽车的需求不断增加，对铝合金、硅粘合剂和半导体的需求也越来越大。
  • 该国是世界领先的不銹钢生产国之一。 2021年全国钢材产量13.3667亿吨，比2020年增长0.6%。 2021年中国不銹钢粗钢产量预计为3063万吨，比2020年增加49.3万吨，增长1.64%。
  • 世界顶级光伏製造商晶科能源、晶澳太阳能和天合光能的总部均位于中国。 在过去两年中，该国的太阳能电池生产呈指数级增长。 2021 年太阳能电池工业产量从 157,286,000 千瓦时增长 42.1% 至 234,054,000 千瓦时。
  • 中国是投资生产手机和笔记本电脑等电子产品的理想之地。 全球主要製造商都在大力投资中国市场，以满足即将到来的激增需求。
  • 从这些因素来看，中国有望在亚太地区占据主导地位。

金属硅市场竞争者分析

金属硅市场部分整合。 主要公司（排名不分先后）包括 Hoshine Silicon Industry、Ferroglobe、Elkem、Dow 和 Wacker Chemie AG。

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

  • 调查先决条件
  • 调查范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

  • 司机
    • 汽车行业的需求激增
    • 扩大在太阳能电池行业的使用
    • 各种最终用户对有机硅的需求增加
  • 约束因素
    • 中国硅产量下降
    • 其他抑製剂
  • 工业价值链分析
  • 波特的五力分析
    • 供应商的议价能力
    • 买家的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度

第 5 章市场细分（市场规模（基于数量）

  • 产品类型
    • 冶金等级
    • 化学级
  • 通过使用
    • 铝合金
    • 半导体
    • 太阳能电池板
    • 硅胶
    • 其他用途
  • 按地区
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 韩国
      • 其他亚太地区
    • 北美
      • 美国
      • 加拿大
      • 墨西哥
    • 欧洲
      • 德国
      • 英国
      • 意大利
      • 法国
      • 其他欧洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中东
      • 沙特阿拉伯
      • 南非
      • 其他中东地区

第六章竞争格局

  • 併购、合资企业、合作、合同
  • 市场份额 (%) 分析
  • 主要参与者采用的策略
  • 公司简介
    • Anyang Huatuo Metallurgy
    • Dow
    • Elkem
    • Ferroglobe
    • Hoshine Silicon Industry Co. Ltd
    • Liasa
    • Minasligas
    • Mississipi Silicon
    • PCC SE
    • RIMA Industrial
    • Rusal
    • Shin-Etsu Chemical Co. Ltd
    • Wacker Chemie AG
    • Zhejiang Kaihua Yuantong Silicon Industry Co. Ltd

第七章市场机会与未来趋势

  • 努力通过创新现有技术来降低生产成本
简介目录
Product Code: 52840

The global silicon metal market is estimated to reach over 2,900 kilotons by the end of this year and is projected to register a CAGR of over 5% during the forecasted period.

The COVID-19 pandemic was a significant challenge for the silicon metal market, directly affecting the manufacturer's supply chain across the globe and shutting down production facilities to minimize the risk of virus spread.

Key Highlights

  • Increased demand for aluminum-silicon alloys is expected to fuel the silicon metals consumption due to the increasing demand for electric vehicles and increased automobile production globally. Also, the growing usage of smart cellular phones, laptops, tablets, and other electronic gadgets is expected to drive the silicon metal market.
  • However, lower silicon production in China may hinder the market's growth.
  • Measures to reduce production costs by improving current technologies are projected to create potential growth opportunities for the market throughout the forecast period.
  • The Asia-Pacific accounts for the highest market share and is expected to dominate the market during the forecast period.

Silicon Metal Market Trends

Surging Demand from the Solar Panels

  • Silicon is the most common semiconductor material in solar cells, representing approximately 95% of the modules sold today. Metallurgical silicon, on purification, can be converted into high-purity silicon, which is the basis for semiconductors or solar cells. Hence, it can be used in the production of solar cells.
  • The solar power industry is one of the fastest-growing industries in the world. According to the International Energy Agency (IEA), the sector accounts for almost two-thirds of the net power capacity worldwide.
  • According to the IEA forecast, renewable power capacity is expected to expand by 50% between 2019 and 2023, majorly led by solar PV. Solar PV is expected to account for almost 60% of the expected growth. The PV share in global net renewable capacity in 2017 was 55.4% which in 2022 rose to 188.6 GW (59.1%). After a record slowdown in 2020 brought on by the impact of COVID-19 on projects, the forecast states that if solar power growth continues in India, Brazil, and South Africa, it may reach 197.3 GW, accounting for around 62.3% of the world's renewable energy supply.
  • As long-delayed large-scale utility projects come online, PV capacity additions in India are expected to triple in 2022 compared to 2020.
  • In the United States, capacity additions will continue to grow in 2022 as the 26% ITC is extended for another year, making projects more economically appealing. With continued cost reductions and tax credits, distributed PV will account for nearly 30% of US PV growth in 2022.
  • In the third quarter of 2021, the US solar market installed 5.4 GW, which was a 33% rise in solar capacity than the third quarter of 2020. Texas and Virginia accounted for more than half of the utility-scale for solar installation in Q3 of 2021.
  • In Q1-Q3 of 2021, solar energy generated 54% of electricity in the US, which was 44% in 2020. Supply chain constraints and rising raw material prices are expected to impact the market in 2022 negatively.
  • According to the Ministry of New and Renewable Energy (MNRE), India stands 4th in solar PV deployment across the globe as of the end of 2021. Solar power installed capacity reached around 61.97 GW as of 30th November 2022. India's solar tariff is very competitive today and achieved grid parity.
  • The developments above are expected to drive the market for silicone metal in the solar industry through the forecast period.

China to Dominate the Asia-Pacific

  • China dominates the silicon metal market in Asia-Pacific due to the growing demand for silicon from different industries.
  • Silicones (adhesives and sealants, lubricants, chemicals, and others) and aluminium alloys are the most significant applications of silicon metal. The leading applications of these products include automotive, building and construction, industrial, and other end-user industries.
  • Leading electric car manufacturers in China include Tesla, BYD Co., and Nio Inc. The Chinese government plans to have a minimum of 5,000 fuel-cell electric vehicles by 2025 and 1 million by 2030.
  • The government's promotion of electric, hybrid, and fuel-cell electric vehicles is expected to drive the market during the forecast period. The growing demand for electric cars in the country is driving the need for aluminum alloys, silicon adhesives, and semiconductors.
  • The country is one of the world's largest producers of stainless steel. The land produced 1,336.67 million tons of steel in 2021, which increased by 0.6% compared to 2020. China's stainless steel crude steel output in 2021 was estimated to be 30.63 million tons, with an increase of 493,000 tons or 1.64% compared to 2020.
  • The top global solar PV manufacturing companies, JinkoSolar, JA Solar, and Trina Solar, have headquarters in China. Solar cell manufacturing in the country is increasing exponentially in the past two years. The industrial production of solar cells increased from 157,286-thousand-kilowatt hours to 234,054 thousand kilowatts in 2021, which increased by 42.1%.
  • China is a prime location for investments in producing mobiles, laptops, and other electrical appliances. Major global manufacturers invested significant capital in the Chinese market to cope with the upcoming demand surge.
  • Due to these factors, China is expected to dominate the Asia-Pacific region.

Silicon Metal Market Competitor Analysis

The silicon metal market is partially consolidated. The major companies (not in any particular order) include Hoshine Silicon Industry Co. Ltd, Ferroglobe, Elkem, Dow, and Wacker Chemie AG.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Surging Demand from the Automotive Industry
    • 4.1.2 Increasing Use in the Solar Industry
    • 4.1.3 Increasing Demand for Silicones from Different End Users
  • 4.2 Restraints
    • 4.2.1 Lower Silicon Production in China
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Buyers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Volume)

  • 5.1 Product Type
    • 5.1.1 Metallurgy Grade
    • 5.1.2 Chemical Grade
  • 5.2 Application
    • 5.2.1 Aluminum Alloys
    • 5.2.2 Semiconductors
    • 5.2.3 Solar Panels
    • 5.2.4 Silicones
    • 5.2.5 Other Applications
  • 5.3 Geography
    • 5.3.1 Asia-Pacific
      • 5.3.1.1 China
      • 5.3.1.2 India
      • 5.3.1.3 Japan
      • 5.3.1.4 South Korea
      • 5.3.1.5 Rest of Asia-Pacific
    • 5.3.2 North America
      • 5.3.2.1 United States
      • 5.3.2.2 Canada
      • 5.3.2.3 Mexico
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 United Kingdom
      • 5.3.3.3 Italy
      • 5.3.3.4 France
      • 5.3.3.5 Rest of Europe
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle-East
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 South Africa
      • 5.3.5.3 Rest of Middle-East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Anyang Huatuo Metallurgy
    • 6.4.2 Dow
    • 6.4.3 Elkem
    • 6.4.4 Ferroglobe
    • 6.4.5 Hoshine Silicon Industry Co. Ltd
    • 6.4.6 Liasa
    • 6.4.7 Minasligas
    • 6.4.8 Mississipi Silicon
    • 6.4.9 PCC SE
    • 6.4.10 RIMA Industrial
    • 6.4.11 Rusal
    • 6.4.12 Shin-Etsu Chemical Co. Ltd
    • 6.4.13 Wacker Chemie AG
    • 6.4.14 Zhejiang Kaihua Yuantong Silicon Industry Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Efforts to Reduce the Cost of Production by Innovating the Existing Technology