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市场调查报告书
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1440233

太阳能：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Solar Energy - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3个工作天内

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简介目录

从装置容量来看，太阳能市场规模预计将从2024年的1,840吉瓦成长到2029年的5,080吉瓦，预测期间（2024-2029年）复合年增长率为28.82%。

太阳能市场

主要亮点

  • 从中期来看，由于有利的政府政策以及太阳能板价格和安装成本的下降，太阳能发电系统的采用不断增加，可能会在预测期内支持全球太阳能市场的成长。
  • 另一方面，越来越多地采用替代清洁能源（例如燃气发电厂、陆上和离岸风电计划）等因素可能会阻碍研究期间的市场成长。
  • 儘管如此，太阳能发电设备成本的下降以及透过与能源储存系统係统整合来增加离网太阳能的使用预计将在未来为市场创造一些机会。
  • 在预测期内，亚太地区预计将成为太阳能市场最大且成长最快的地区。这是因为太阳能发电的安装量正在增加。

太阳能市场趋势

光伏（PV）预计将主导市场

  • 太阳能发电系统使用由半导体材料（通常是硅）製成的太阳能电池板将阳光直接转化为电能。当阳光照射到太阳能电池时，电子被激发，产生直流 (DC) 电流。使用家庭、企业和电网中的逆变器将直流电转换为交流电 (AC)。
  • 过去十年来，太阳能发电系统的成本迅速下降。这种成本降低是由技术进步、规模经济和製造流程的改进所推动的。因此，与传统能源来源相比，太阳能变得更具成本竞争力，并且更容易普及。
  • 此外，由于人口成长、都市化以及包括交通在内的各部门的电气化，全球电力需求持续增加。太阳能发电系统提供了可扩展的分散式解决方案，可满足不断增长的能源需求，特别是在电网基础设施有限或不可靠的地区。
  • 根据国际可再生能源机构的数据，2022年至2021年间，全球太阳能发电装置容量增加了22%以上，而集中式太阳能发电系统仅成长了2%。这显示太阳能发电比集中式太阳能发电系统的适应性越来越强。
  • 此外，世界各国政府正在推出支持政策和财政奖励，以鼓励太阳能光电安装。这些措施包括上网电价补贴、税额扣抵、补贴和净计量计划。此类政策透过降低初始成本、提高投资收益和促进电网整合来鼓励采用太阳能光电系统。
  • 例如，澳洲制定了2030年82%的电力来自太阳能和风能等可再生能源的目标，太阳能发电有望为实现这一目标做出重大贡献。
  • 例如，2022年11月，X-Elio宣布打算在新南威尔斯州沃加沃加附近建造一座300兆瓦容量的太阳能发电场。此外，X-Elio正在开发另外两个太阳能发电设施：位于新南威尔斯的Forest Glen太阳能发电场，容量为120兆瓦；以及位于维多利亚州的Wunghnu太阳能发电场，容量为80兆瓦，均已启动。这些计划是 X-Elio 目前在澳洲开发的超过 500 兆瓦可再生能源计划的更广泛投资组合的一部分。
  • 因此，基于上述因素，预计公共事业部门将在预测期内主导太阳能市场。

预计亚太地区将主导市场

  • 中国、印度和日本等亚太地区许多国家都实施了雄心勃勃的可再生能源目标和支持政策，以加速太阳能的采用。这些政策包括上网电价补贴、可再生能源组合标准、太阳能发电装置补贴。强而有力的政府支持和稳定的政策框架为该地区太阳能市场的成长创造了有利的环境。
  • 例如，根据国际可再生能源机构的数据，2021年至2022年间太阳能总装置容量增加了110吉瓦以上。 2021年总装置容量约为485吉瓦，2022年将达到597吉瓦，其中中国和印度占主要装置容量。
  • 此外，亚太国家人口快速成长、经济不断扩张，对电力的需求也不断增加。太阳能为这种不断增长的能源需求提供了可扩展且永续的解决方案。因此，该地区太阳能部署具有巨大的市场潜力。
  • 此外，亚太地区的一些国家正在着手实施雄心勃勃的大型太阳能计划。例如，中国拥有大型太阳能发电设施和太阳能园区，使其成为公用事业规模太阳能装置的领导者。这些大型计划增加了该地区的太阳能累积发电量，并使其成为全球太阳能市场的主导者。
  • 2022年3月，阿里巴巴集团物流部门菜鸟网路开始使用中国保税仓库安装的屋顶太阳能板产生的分散式太阳能作为业务用电。该公司在仓库屋顶10万平方公尺的地方安装了太阳能发电系统，可储存7.862MW的能量，每年发电超过800万千瓦，足以为3000多个家庭供电。太阳能发电系统产生的电力足以为菜鸟仓库业务提供电力，多余的电力将併入电网。此外，菜鸟及其合作伙伴计划在2023年于菜鸟保税仓库安装屋顶太阳能发电系统，总合达50万平方公尺。
  • 亚太国家，尤其是中国，也正在成为光伏组件和系统的主要製造地。该地区受益于规模经济、高效的供应链和具有竞争力的生产成本，显着降低了太阳能係统的整体成本。这种成本优势有助于亚太地区在全球太阳能市场上占据主导地位。
  • 因此，上述亚太地区预计将在预测期内主导太阳能市场。

太阳能产业概况

太阳能市场是分散的。市场主要企业包括（排名不分先后）阿特斯阳光电力、晶科能源、天合光能、SunPower Corporation、隆基绿能等。

其他福利

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章 简介

  • 调查范围
  • 市场定义
  • 调查先决条件

第 2 章执行摘要

第三章调查方法

第四章市场概况

  • 介绍
  • 2028年太阳能发电装置容量及预测
  • 2022 年全球可再生能源结构
  • 最新趋势和发展
  • 政府政策法规
  • 市场动态
    • 促进因素
      • 政府激励措施和政策
      • 能源安全
    • 抑制因素
      • 与其他能源来源的竞争
  • 供应链分析
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代产品和服务的威胁
    • 竞争公司之间的敌意强度

第五章市场区隔

  • 科技
    • 太阳能（光伏）
      • 概述
      • 到 2028 年太阳能 (PV)装置容量及预测 (GW)
      • 2022 年之前太阳能发电年出出货量（GW）
      • 2022 年按技术分類的太阳能出货量份额 (%)
      • 2022年光电模组平均售价（美元/瓦）
      • 主要计划资讯
    • 聚光太阳能发电（CSP）
      • 概述
      • 2028年黄金週期间光热发电（CSP）装置容量及预测
      • 到 2022 年太阳能热运作中容量（GW）
      • 太阳能装置容量份额（%），按集热器类型划分，2022 年
      • 主要计划资讯
  • 区域市场分析{2028年之前的市场规模与需求预测（仅限区域）}
    • 北美洲
      • 美国
      • 墨西哥
    • 欧洲
      • 德国
      • 西班牙
      • 义大利
      • 英国
      • 其他欧洲国家
    • 亚太地区
      • 中国
      • 印度
      • 日本
      • 澳洲
      • 其他亚太地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 智利
      • 南美洲其他地区
    • 中东和非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 埃及
      • 奈及利亚
      • 南非
      • 中东和非洲

第六章 竞争形势

  • 併购、合资、合作与协议
  • 主要企业采取的策略
  • 公司简介
    • Canadian Solar Inc.
    • JinkoSolar Holding Co. Ltd.
    • Trina Solar Co. Ltd.
    • SunPower Corporation
    • LONGi Green Energy Technology Co. Ltd.
    • First Solar Inc.
    • JA Solar Holding
    • Abengoa SA
    • Acciona SA
    • Brightsource Energy Inc.
    • Engie SA
    • NextEra Energy Inc.
    • ACWA Power
    • Sharp Corporation
    • REC Solar Holdings AS
    • Hanwha Corporation

第七章市场机会与未来趋势

  • 能源储存一体化
简介目录
Product Code: 71528

The Solar Energy Market size in terms of installed base is expected to grow from 1.84 Thousand gigawatt in 2024 to 5.08 Thousand gigawatt by 2029, at a CAGR of 28.82% during the forecast period (2024-2029).

Solar Energy - Market

Key Highlights

  • Over the medium term, favorable government policies and increasing adoption of solar PV systems, with the declining price of solar panels and installation cost, are likely to support the global solar energy market growth during the forecast period
  • On the other hand, factors such as rising adoption of alternate clean power sources, such as gas-fired power plants, onshore and offshore wind projects are likely to hinder the market growth during the study period.
  • Nevertheless, an increase in off-grid solar utilization due to the decreasing cost of solar PV equipment and integration with energy storage systems are expected to create several opportunities for the market in the future.
  • Asia-Pacific region is expected to be the largest and fastest-growing region in the solar energy market during the forecast period. Due to its increasing solar installations.

Solar Energy Market Trends

Solar Photovoltaic (PV) Expected to Dominate the Market

  • Solar PV systems convert sunlight directly into electricity using solar panels made up of semiconductor materials, typically silicon. When sunlight strikes the solar cells, it excites electrons, generating a flow of direct current (DC) electricity. This DC electricity is converted into alternating current (AC) using an inverter in homes, businesses, and the electrical grid.
  • The cost of solar PV systems has declined rapidly over the past decade. This cost reduction is driven by technological advancements, economies of scale, and improved manufacturing processes. As a result, solar PV has become increasingly cost-competitive with conventional energy sources, making it more attractive for widespread adoption.
  • Additionally, the global electricity demand is continuously increasing due to population growth, urbanization, and the electrification of various sectors, including transportation. Solar PV systems offer a scalable and decentralized solution to meet this growing energy demand, particularly in regions with limited or unreliable grid infrastructure.
  • According to International Renewable Energy Agency, the global solar photovoltaics installed capacity increased by more than 22% between 2022 and 2021 compared to 2% for concentrated solar power systems. Signifying the increased adaption of solar photovoltaics over concentrated solar power systems.
  • Moreover, governments worldwide have introduced supportive policies and financial incentives to promote solar PV installations. These measures include feed-in tariffs, tax credits, grants, and net metering programs. Such policies encourage the adoption of solar PV systems by reducing upfront costs, improving investment returns, and facilitating grid integration.
  • For instance, Australia has set a goal of generating 82% of its electricity through renewable sources like solar PV and wind by 2030, and solar PV is expected to be a significant contributor to achieving this target.
  • For instance, in November 2022, X-Elio unveiled its intention to construct a solar photovoltaics farm with a capacity of 300 MW near Wagga Wagga, New South Wales. Additionally, X-Elio has initiated the development of two other solar photovoltaics farms, namely the Forest Glen Solar Farm, with a capacity of 120 MW in New South Wales, and the WunghnuSolar Farm, with a capacity of 80 MW in Victoria. These projects form part of X-Elio's extensive portfolio, comprising more than 500 MW of renewable energy projects currently under development in Australia.
  • Therefore, based on the abovementioned factors, the utility sector is expected to dominate the solar energy market during the forecast period.

Asia-Pacific Expected to Dominate the Market

  • Many countries in the Asia-Pacific region, such as China, India, and Japan, have implemented ambitious renewable energy targets and supportive policies to encourage solar energy adoption. These policies include feed-in tariffs, renewable portfolio standards, and subsidies for solar installations. Strong government support and stable policy frameworks have created a conducive environment for the region's solar energy market growth.
  • For instance, according to the International Renewable Energy Agency, the total solar energy installed capacity between 2021 and 2022 grew by more than 110 GW. In 2021 the total installed capacity was around 485 GW, whereas in 2022, it reached 597 GW, with China and India holding major installed capacity.
  • Furthermore, the Asia-Pacific countries have a rapidly growing population and expanding economies, leading to an increasing demand for electricity. Solar energy offers a scalable and sustainable solution to this growing energy demand. As a result, there is a strong market potential for solar energy deployment in the region.
  • Moreover, several countries in the Asia-Pacific region have undertaken ambitious large-scale solar energy projects. For instance, China has been a leader in utility-scale solar installations, with extensive solar farms and solar parks. These large-scale projects have boosted the cumulative solar capacity in the region and positioned it as a dominant player in the global solar market.
  • In March 2022, Alibaba Group's logistics arm Cainiao Network started to use distributed solar power generated by rooftop solar panels installed in its bonded warehouses in China to power its operations. The company had installed the PV power generation systems on 100,000 square meters of warehouse rooftops, which can store 7.862 MW of energy, with an annual power output of over 8 million kilowatts per hour, enough to power more than 3,000 homes. The power generated by the solar power system will be sufficient to power Cainiao's warehouse operations, and excess electricity will be diverted to the grid. Further, by 2023, Cainiao and its partners expect to install rooftop PV generation systems on Cainiao's bonded warehouses spanning a combined 500,000 square meters.
  • Asia-Pacific countries, particularly China, have also emerged as major manufacturing hubs for solar PV components and systems. The region benefits from economies of scale, efficient supply chains, and competitive production costs, significantly reducing the overall cost of solar energy systems. This cost advantage has contributed to the dominance of the Asia-Pacific region in the global solar energy market.
  • Therefore, the Asia-Pacific, as mentioned above region, is expected to dominate the solar energy market during the forecasted period.

Solar Energy Industry Overview

The solar energy market is fragmented. Some of the key players in the market (in no particular order) include Canadian Solar Inc., JinkoSolar Holding Co. Ltd, Trina Solar Co. Ltd, SunPower Corporation, and LONGi Green Energy Technology Co. Ltd. among others.

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 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Solar Energy Installed Capacity and Forecast, till 2028
  • 4.3 Global Renewable Energy Mix, 2022
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
      • 4.6.1.1 Government Incentives and Policies
      • 4.6.1.2 Energy Security
    • 4.6.2 Restraints
      • 4.6.2.1 Competition from Other Energy Sources
  • 4.7 Supply Chain Analysis
  • 4.8 Industry Attractiveness - 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 Substitute Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGEMENTATION

  • 5.1 Technology
    • 5.1.1 Solar Photovoltaic (PV)
      • 5.1.1.1 Overview
      • 5.1.1.2 Solar Photovoltaic (PV) Installed Capacity and Forecast, in GW, till 2028
      • 5.1.1.3 Annual Solar PV Shipments, in GW, till 2022
      • 5.1.1.4 Share of Solar PV Shipments (%), by Technology, 2022
      • 5.1.1.5 Average Selling Price of Solar PV Module, in USD/W, till 2022
      • 5.1.1.6 Key Projects Information
    • 5.1.2 Concentrated Solar Power (CSP)
      • 5.1.2.1 Overview
      • 5.1.2.2 Concentrated Solar Power (CSP) Installed Capacity and Forecast, in GW, till 2028
      • 5.1.2.3 Solar Thermal Capacity in Operation, in GW, till 2022
      • 5.1.2.4 Solar Thermal Installed Capacity Share (%), by Collector Type, 2022
      • 5.1.2.5 Key Projects Information
  • 5.2 Geography Regional Market Analysis {Market Size and Demand Forecast till 2028 (for regions only)}
    • 5.2.1 North America
      • 5.2.1.1 United States
      • 5.2.1.2 Mexico
    • 5.2.2 Europe
      • 5.2.2.1 Germany
      • 5.2.2.2 Spain
      • 5.2.2.3 Italy
      • 5.2.2.4 United Kingdom
      • 5.2.2.5 Rest of Europe
    • 5.2.3 Asia-Pacific
      • 5.2.3.1 China
      • 5.2.3.2 India
      • 5.2.3.3 Japan
      • 5.2.3.4 Australia
      • 5.2.3.5 Rest of Asia-Pacific
    • 5.2.4 South America
      • 5.2.4.1 Brazil
      • 5.2.4.2 Argentina
      • 5.2.4.3 Chile
      • 5.2.4.4 Rest of South America
    • 5.2.5 Middle-East and Africa
      • 5.2.5.1 Saudi Arabia
      • 5.2.5.2 United Arab Emirates
      • 5.2.5.3 Egypt
      • 5.2.5.4 Nigeria
      • 5.2.5.5 South Africa
      • 5.2.5.6 Middle-East and Africa

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 JinkoSolar Holding Co. Ltd.
    • 6.3.3 Trina Solar Co. Ltd.
    • 6.3.4 SunPower Corporation
    • 6.3.5 LONGi Green Energy Technology Co. Ltd.
    • 6.3.6 First Solar Inc.
    • 6.3.7 JA Solar Holding
    • 6.3.8 Abengoa SA
    • 6.3.9 Acciona SA
    • 6.3.10 Brightsource Energy Inc.
    • 6.3.11 Engie SA
    • 6.3.12 NextEra Energy Inc.
    • 6.3.13 ACWA Power
    • 6.3.14 Sharp Corporation
    • 6.3.15 REC Solar Holdings AS
    • 6.3.16 Hanwha Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Energy Storage Integration