日本太阳能市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

日本的太阳能市场预计在 2022 年至 2027 年间以超过 9.2% 的复合年增长率增长。

COVID-19 大流行并未造成重大负面影响，2020 年完成了约 540 万千瓦的太阳能发电项目。 然而，与供应炼和劳动力相关的一些担忧并不是 2020 年市场增长的主要挑战。 规划阶段在建的管道和光伏项目等因素预计将在预测期内提振太阳能累计装机容量。 然而，越来越多地采用风能等替代可再生能源可能会阻碍预测期内的市场增长。

主要亮点

• 在未来五年，我们预测地面安装将成为每年太阳能装机容量增长的最大驱动力。 此外，大部分新增太阳能容量预计将来自日本本岛的新装置。
• 该地区的目标是到 2030 年减少温室气体排放，预计未来几年太阳能公司将有更多机会安装太阳能发电厂。 此外，该地区计划减少对原油等外国化石燃料的依赖，并将选择太阳能等可再生能源，以降低当地与进口原油相关的成本。
• 市场受到政府支持政策的推动，尤其是旨在鼓励可再生能源发电的计划。

日本太阳能市场趋势

地面安装主导市场

• 通过三菱和东芝等巨头，日本一直走在地面太阳能发展的前沿。 技术成本的持续降低、FiT 等政策变化以及对实现各种产能目标的兴趣日益浓厚，推动了国内增长，这将有助于预测期内光伏市场的增长。
• 此外，该国的公司正在寻求与其他全球公司的合作伙伴关係，预计这将通过知识交流进一步降低价格，并有助于该国该行业的发展。 例如，2020 年 3 月，伊籐忠商事与 VPP Japan Co., Ltd. 签订了到 2020 财年末开发 100,000 kW 分布式太阳能发电的合同。 伊籐忠商事通过与 VPP 集团公司和现有客户合作加速业务扩张。 此次合作将特别关注光伏面板的大规模地面安装部署。
• 2020 年地面安装光伏 (PV) 系统的每瓦价格约为 196 日元，低于 2019 年的 204 日元。 由于规模经济的增加和新的创新，预计这一趋势将继续下去。
• 此外，企业的大规模投资也有望推动地面太阳能的增长。 2020年6月，太阳能钢铁启动94MW太阳能项目。 这三个太阳能发电厂预计产生的清洁能源相当于为 47,600 户日本家庭供电。
• 因此，预计此类市场发展以及有利的政府系统和举措将推动日本的地面太阳能市场。

政府扶持政策带动市场

• 在日本，可再生能源最有效的推动力是经济产业省根据《电力公司采购可再生能源电力特别措施法》于 2012 年引入的上网电价制度。FIT : 上网电价）。
• 新的 FIT 制度要求电力公司以政府设定的固定价格购买风力发电、水力发电、太阳能发电、地热发电和生物质能等可再生能源产生的电力。其目的是鼓励投资于发电。
• 日本的上网电价在福岛第一核电站事故后提高了数年，刺激了光伏市场的增长。 然而，日本降低了太阳能发电上网电价，目的是降低太阳能发电对补贴的依赖，促进太阳能发电发展的竞争性招标。 日本已从2020财年开始招标容量为500kW或以上的非住宅太阳能发电项目。
• 截至 2020 年，该国的装机容量已达到 67GW。 由于政府的清洁能源政策、较低的太阳能成本和较低的蓄电池价格，预计未来几年日本太阳能市场将增长。
• FIT 系统是一种促进向可再生能源过渡的临时系统，许多专家预计它会在 2022 年之后进行修订。
• 因此，政府的支持性政策预计将在未来几年推动市场发展。

日本太阳能市场竞争者分析

日本的太阳能市场是分散的。 该市场的主要参与者包括 Canadian Solar Inc.、First Solar Inc.、Mitsubishi Electric Corporation、SunPower Corporation 和 Trina Solar

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：GW
• 2020 年日本的可再生能源结构
• 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
• PESTLE 分析

第 5 章市场细分

• 部署
  • 屋顶类型
  • 地面安装类型
• 申请
  • 住宅
  • 商业/工业
  • 效用等级

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
  • Canadian Solar Inc.
  • First Solar Inc.
  • SunPower Corporation
  • Trina Solar Co. Ltd
  • Sharp Corporation
  • Hanwha Corporation
  • LG Electronics Inc.
  • JinkoSolar Holding Co. Ltd
  • Mitsubishi Electric Corporation
  • Toshiba Corp.

第7章 市场机会未来动向

The Japanese solar energy market is expected to witness more than a 9.2% CAGR during 2022-2027. The COVID-19 pandemic had no significant negative impact on the country, with around 5.4 GW of solar projects completed in 2020. However, some concerns related to the supply chain and workforce did not pose a significant challenge for the market to grow in 2020. Factors such as solar PV projects under construction in the pipeline and planning stages are expected to boost the cumulative installed capacity of solar energy during the forecast period. However, increasing adoption of alternate renewable energy such as wind is likely to hinder the market growth during the forecast period.

Key Highlights

• Ground-mounted type of deployment is expected to account for solar's largest annual capacity additions for the next five years. A significant amount of new capacity in solar is also expected to come from new installations on Honshu island, Japan.
• With a target of reducing GHG emissions by 2030, the region is expected to increase the opportunity for solar energy companies to install solar PV plants in the region during the upcoming years. Moreover, the region has plans to reduce dependency upon foreign fossil fuels like crude oil and would opt for renewable energy like solar to reduce region expenses related to imported oil.
• The market is being propelled by supportive government policies, particularly the plans formulated to encourage renewables-based power generation.

Japan Solar Energy Market Trends

Ground-mounted to Dominate the Market

• Japan has been at the forefront of ground-mounted solar PV development through large corporations like Mitsubishi and Toshiba. The continuous reductions in technology costs and the increasing growth in the country, owing to policy changes like FiT and the growing focus on achieving various capacity targets, are expected to contribute to the increase in the growth of the solar PV market during the forecast period.
• Companies in the country are also looking to collaborate with other global giants, which is expected to further decrease the prices due to the exchange of knowledge and aid the growth of the segment in the country. For instance, in March 2020, ITOCHU went into an agreement with VPP Japan Inc. for the development of 100,000 kW of distributed solar power by the end of fiscal 2020. ITOCHU collaborated with the VPP group of companies and existing customers to accelerate the expansion of its business. ​The collaborations specifically focus on the large-scale ground-mounted deployment of solar PV Panels.
• In 2020, the price of a ground-mounted photovoltaic (PV) system per watt was around JPY 196, which decreased from JPY 204 in 2019. This trend is likely to continue in the coming years due to increasing economy of scale and new innovations.
• Also, large-scale investments by corporations are expected to aid the growth of ground-mounted solar PV. In June 2020, Solar Steel started the 94 MW of solar energy projects. The three solar PV plants are expected to generate enough clean energy to power 47,600 homes in Japan.
• Hence, such developments and favorable government schemes and initiatives are expected to drive the ground-mounted solar energy market in Japan.

Supportive Government Policies to Drive the Market

• One of Japan's most effective drivers for renewable energy has been the Feed-In Tariff (FIT) scheme, which was introduced in 2012 by the Ministry of Economy, Trade, and Industry under the Special Measures Concerning the Procurement of Renewable Energy by Operators of Electric Utilities Act.
• The new FIT scheme made it compulsory for power companies to buy electricity generated by the power generating renewable sources, including wind, hydro, solar, geothermal, and biomass, at fixed prices set by the government so that stable revenue would facilitate investment in renewable power generation.
• Japan's feed-in tariff (FiT) rates have increased in the subsequent years in the wake of the Fukushima nuclear accident, stimulating the solar energy market growth. However, Japan reduced its solar power FiT as the country aims to reduce the dependency of solar power on subsidies and promote competitive bidding for solar power development. The country launched tenders for non-residential solar power projects with a capacity above 500 kW from the financial year 2020.​
• As of 2020, the country had an installed capacity of 67 GW. The solar energy market in Japan is poised for growth in the coming years on account of the government's policy to implement clean energy measures in the country, the declining cost of solar energy generation, and reduced energy storage prices.​
• The FIT scheme was intended as a temporary system to encourage the transition to renewable energy, and a revision is expected by many experts to be introduced later in 2022.
• Hence, supportive government policies are expected to drive the market in the coming years.

Japan Solar Energy Market Competitor Analysis

The Japanese solar energy market is fragmented. Some of the key players in this market include Canadian Solar Inc., First Solar Inc., Mitsubishi Electric Corporation, SunPower Corporation, and Trina Solar Co. Ltd.

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 GW, till 2027
• 4.3 Japan Renewable Energy Mix, 2020
• 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 PESTLE Analysis

5 MARKET SEGMENTATION

• 5.1 Deployment
  • 5.1.1 Rooftop
  • 5.1.2 Ground-mounted
• 5.2 Application
  • 5.2.1 Residential
  • 5.2.2 Commercial and Industrial
  • 5.2.3 Utility-scale

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 Canadian Solar Inc.
  • 6.3.2 First Solar Inc.
  • 6.3.3 SunPower Corporation
  • 6.3.4 Trina Solar Co. Ltd
  • 6.3.5 Sharp Corporation
  • 6.3.6 Hanwha Corporation
  • 6.3.7 LG Electronics Inc.
  • 6.3.8 JinkoSolar Holding Co. Ltd
  • 6.3.9 Mitsubishi Electric Corporation
  • 6.3.10 Toshiba Corp.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS