太阳能背板市场 - COVID-19 的增长、趋势、影响和预测 (2023-2028)

太阳能背板市场预计在预测期内 (2022-2027) 的复合年增长率将超过 15.5%。

儘管发生了 COVID-19 大流行，但由于太阳能项目安装量的增加，太阳能背板市场在 2020 年有所增长。 然而，市场受到 2020 年上半年製造设备临时停产的负面影响。 由于对传统化石燃料能源的限制和全球减少碳排放的努力，预计该市场将在预测期内增长。 由于太阳能电池板成本的降低和太阳能项目中相关组件的减少，它也是增长最快的可再生能源之一。 然而，市场的主要限制因素之一是用于製造光伏电池的纯硅的可用性。 儘管二氧化硅随处可得，但由于从化合物中去除氧以製造纯硅需要高能量，因此价格昂贵。

主要亮点

• 含氟聚合物背板是市场份额最高且成本高于非含氟聚合物的领域之一。 含氟聚合物背闆对紫外线、湿度和水蒸气传输等环境破坏具有更强的抵抗力。
• 此外，太阳能项目，尤其是离网项目，有望在市场上提供重要机会。 新兴和欠发达国家的消费者将提供离网装置，用太阳能为偏远地区和岛屿供电。
• 预计亚太地区将凭藉即将推出的各种太阳能电池板安装项目主导市场。

太阳能背板市场趋势

氟树脂有望成为重要板块

• 氟树脂太阳能背板由三层组成：内层、中间层和外层，贴在太阳能电池板的最外层。 太阳能背板的内外层主要由聚氟乙烯（PVF）或聚偏二氟乙烯（PVDF）製成。 另一方面，中间层由聚对苯二甲酸乙二醇酯（PET 或聚酯）组成。
• 2020 年，氟树脂背板占据了大部分市场份额。 含氟聚合物背板比非含氟聚合物更昂贵，因为它具有额外的安全特性，例如 PVF 或 PVDF 层在各种条件下经过验证的水解稳定性和出色的耐候性。
• 根据 SolarPower Europe 的数据，在 2011 年至 2020 年的过去十年中，太阳能将从 2011 年的 3013 万千瓦快速增长到 2020 年的 1382 万千瓦，主要用于公用事业规模项目和含氟聚合物太阳能背板市场。
• 2021 年，印度国有公司 Bharat Electronics Limited 将招标投标位于马哈拉施特拉邦阿姆拉瓦蒂和阿科拉的 2.86 兆瓦并网太阳能项目。 另外，根据招标文件，太阳能背板最好采用三层结构。 理想的是内层是抗紫外线聚合物，中间层是聚酯，外层是含氟聚合物。
• 因此，由于与非氟聚合物相比，该细分市场具有其他优势，因此在太阳能项目中的采用率可能更高。 此外，预计大规模生产将在预测期内压低价格并提振市场。

亚太地区主导市场

• 预计亚太地区将主导该市场。 根据《2021 年世界能源英国石油统计评论》，与所有地区相比，亚太地区生产的太阳能最多。
• 估计该地区的主要国家是中国，太阳能装机容量约为 175GW。 预计到 2025 年装机容量将翻一番，这有望在预测期内提振背板市场。
• 中国腾格里沙漠太阳能园区（1,547 兆瓦）、中国宁夏盐池太阳能园区（1,000 兆瓦）、中国大同太阳能领跑者基地（1,070 兆瓦）、印度 Kurnool 超大型太阳能园区（1,000 兆瓦）、中国龙羊峡大坝太阳能园区（850MW）、印度Kamuthi太阳能电站（648MW）等是该地区大量使用背板的主要现有项目。
• 此外，该地区还有几个即将开展的项目，例如向阳太阳能光伏电站。 这座 100 兆瓦的工厂将于 2021 年第三季度开始建设，预计将于 2022 年第四季度完工。 同样，许多公用事业规模的太阳能项目正在建设中，推动了该地区的太阳能背板市场。
• 由于煤电厂的逐步淘汰和雄心勃勃的气候目标，到 2022 年，中国仍将是可再生能源领域的领导者。 据国际能源署称，太阳能预计将在 2022 年超过目标，每年增加 162 吉瓦。 因此，亚太地区将主导市场。

太阳能背板市场竞争对手分析

太阳能背板市场是分散的。 市场上的主要参与者有 DuPont de Nemours Inc.、Isovoltaic AG、Coveme SpA、Arkema SA、3M Co.、Toyo Aluminium KK、Madico Inc、Taiflex Scientific、Krempel GmbH、Targray Technology International Inc. 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 年的市场规模和需求预测（单位：十亿美元）
• 近期趋势和发展
• 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

• 类型
  • 氟树脂
  • 非氟树脂
• 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
  • DuPont de Nemours Inc.
  • Isovoltaic AG
  • Coveme SpA
  • Arkema SA
  • 3M Co.
  • Toyo Aluminium KK
  • Madico Inc.
  • Taiflex Scientific Co. Ltd
  • Krempel GmbH
  • Targray Technology International Inc.

第7章 市场机会未来动向

The solar backsheet market is expected to register a CAGR of more than 15.5% during the forecast period (2022-2027). Despite the COVID-19 pandemic, the solar backsheet market grew in 2020 due to the increased installation of solar energy projects. However, the market was negatively impacted due to the temporary shutdown of manufacturing units in H1 2020. The market is expected to grow during the forecast period due to the restrictions on conventional fossil fuel energy sources and global efforts to reduce carbon emissions. In addition, the reduction in solar panel costs and associate components for a solar project has made it one of the fastest-growing renewable energy sources. However, one of the major restraints to the market is the availability of pure silicon to make solar PV cells. Although silicon dioxide is available abundantly, it requires high energy to remove oxygen from the compound to create pure silicone, thus raising the cost.

Key Highlights

• The fluoropolymer backsheet is one of the prominent segments with the highest market share and is costlier than non-fluoropolymer. It gives better resistance to environmental damage, such as ultra-violate radiation, humidity, and vapor penetration.
• Furthermore, solar projects, especially off-grid projects, are expected to provide a significant opportunity to the market, as consumers in the developing and underdeveloped countries are likely to provide off-grid facilities to power remote places and islands with solar power.
• Asia-Pacific is expected to dominate the market with various upcoming solar panel installation projects.

Solar Backsheet Market Trends

Fluoropolymer is Expected to Become a Significant Segment

• Fluoropolymer solar backsheet consists of three layers: inner, middle, and outer layer, which is attached to the outermost layer of a solar panel. The inner and outer layer of the solar backsheet is primarily made of polyvinyl fluoride (PVF) or polyvinylidene fluoride (PVDF). In contrast, the middle layer consists of polyethylene terephthalate (PET or polyester).
• In 2020, fluoropolymer backsheet had a majority of the market share. The fluoropolymer backsheet is costlier than non-fluoropolymer due to its additional safety features like proven hydrolytic stability and excellent resistance to weathering effects in various conditions with PVF or PVDF layer.
• According to SolarPower Europe, over the past decade, between 2011 and 2020, solar power increased rapidly from 30.13 GW in 2011 to 138.2 GW in 2020, primarily aided by utility-scale projects and the fluoropolymer solar backsheet market.
• In 2021, Bharat Electricronics Limites, an Indian state-owned company, invited companies for a 2.86 MW of grid-connected solar power projects in Amravati and Akola in Maharashtra. In addition, as per the tender document, the solar backsheet should have three-layered structures. The inner layer of fluoropolymer should be a UV-resistant polymer, the middle layer should be polyester-based, and the outer layer should be fluoropolymer.
• Hence, with additional benefits than non-fluoropolymer, the segment is likely to have high adoption in solar energy projects. Further, mass production is expected to reduce the price and boost the segment during the forecast period.

Asia-Pacific to Dominate the Market

• Asia-Pacific is expected to dominate the market. According to the British Petroleum Statistical Review of World Energy 2021, Asia-Pacific generated the majority of solar power compared to all regions.
• China is estimated to be the major country in the region, with approximately 175 GW of solar PV installations. It is expected to double its installation capacity by 2025, which is expected to boost the backsheet market during the forecast period.
• Tengger Desert Solar Park, China (1,547MW), Yanchi Ningxia Solar Park, China (1,000MW), Datong Solar Power Top Runner Base, China (1,070MW), Kurnool Ultra Mega Solar Park, India (1,000MW), Longyangxia Dam Solar Park, China (850MW), and Kamuthi Solar Power Station, India (648MW) are the major existing key projects in the region with high uses of backsheet.
• Further, the region has several upcoming projects like the Xiangyang Solar PV Power Plant. The power plant is 100 MW, started construction in Q3 2021, and is expected to be completed by the fourth quarter of 2022. Similarly, many utility-scale solar projects are under construction, driving the solar backsheet market in the region.
• China will remain a renewable energy leader in 2022 due to the phasing out of coal energy plants and ambitious climate targets. In addition, according to IEA, solar photovoltaic energy is expected to break targets in 2022, with an annual addition of 162 gigawatts. Thus, Asia-Pacific will dominate the market.

Solar Backsheet Market Competitor Analysis

The solar backsheet market is fragmented. The key players in the market include DuPont de Nemours Inc., Isovoltaic AG, Coveme SpA, Arkema SA, 3M Co., Toyo Aluminium KK, Madico Inc., Taiflex Scientific Co. Ltd, Krempel GmbH, and Targray Technology International 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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast, in USD billion, 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 Forces 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 Substitute Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Types
  • 5.1.1 Fluoropolymer
  • 5.1.2 Non-fluoropolymer
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 South America
  • 5.2.5 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 DuPont de Nemours Inc.
  • 6.3.2 Isovoltaic AG
  • 6.3.3 Coveme SpA
  • 6.3.4 Arkema SA
  • 6.3.5 3M Co.
  • 6.3.6 Toyo Aluminium KK
  • 6.3.7 Madico Inc.
  • 6.3.8 Taiflex Scientific Co. Ltd
  • 6.3.9 Krempel GmbH
  • 6.3.10 Targray Technology International Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS