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市场调查报告书
商品编码
1734788
2032 年光伏 (PV) 市场预测:按组件、材料、电网类型、安装类型、技术、应用和地区进行的全球分析Photovoltaic Market Forecasts to 2032 - Global Analysis By Component, Material, Grid Type, Installation Type, Technology, Application and By Geography |
根据 Stratistics MRC 的数据,全球太阳能光电 (PV) 市场预计在 2025 年达到 1,210.5 亿美元,到 2032 年将达到 2,676 亿美元,预测期内的复合年增长率为 12%。
利用表现出光伏效应的半导体材料将阳光直接转化为电能的过程称为光伏。当阳光的光子被这些材料吸收时,电子就会被激发,产生电流。太阳能发电系统通常包括由多个太阳能电池组成的太阳能板、逆变器和其他电气元件。太阳能光电技术是一种清洁的可再生能源来源,对环境的影响最小,广泛应用于商业、工业和住宅。永续发电对于减少对石化燃料的依赖和应对气候变迁至关重要。
清洁能源需求不断成长
世界各国政府和组织正在大力投资太阳能,以减少碳排放。技术发展正在提高太阳能发电系统的效率和价格。屋顶太阳能板在希望减少电费的消费者中越来越受欢迎。补贴、税收优惠和支持性立法都增加了市场采用率。因此,商业、工业和住宅领域的太阳能市场正在迅速成长。
太阳能发电的间歇性
太阳能发电依赖天气,有时会出现发电量低或根本不发电的情况。这种不稳定性使得依靠太阳能作为稳定电源变得困难。解决这个问题的措施往往需要大规模的储能设备,这会增加成本。此外,太阳能需要与其他能源来源保持平衡,这使得电网整合变得复杂。因此,太阳能技术的采用将会很慢,而且成本很高。
扩大农村电气化倡议
太阳能发电系统为无法使用传统电力基础设施的农村人口提供了经济实惠且永续的解决方案。这些努力正得到各国政府和国际组织以赠款、津贴和优惠政策形式提供的越来越多的支持。这鼓励了偏远地区使用太阳能技术和私人投资。因此,改善能源取得途径将促进当地经济发展并增加对太阳能发电系统的需求。最终,农村电力将刺激分散式太阳能解决方案的创新和市场扩张。
与其他再生能源的竞争
例如,在某些地区,对太阳能的需求较少,因为风能可以更可靠地发电。水力发电是一种可靠且成熟的能源,经常受到政府的优厚激励。此外,地热能和生质能源具有扩充性且价格低廉。如果提供更优惠的补贴或法规,投资者和开发商可能会发现某些可再生技术更具吸引力。由于这些新兴市场的竞争,太阳能市场的发展和创新可能会缓慢。
COVID-19的影响
COVID-19 疫情扰乱了太阳能光伏 (PV) 市场,导致供应链中断、计划延迟以及因封锁和旅行限製而导致的劳动力短缺。製造业放缓,尤其是最大的光电模组生产国中国,导致全球材料短缺。然而,政府的奖励策略和对绿色復苏战略的重新关注已导致需求逐步復苏。住宅光电发电暂时下降,但公用事业光电发电迅速恢復。总体而言,这场疫情凸显了对有弹性的本地化太阳能供应链和能源独立的必要性。
太阳能发电面板市场预计将成为预测期内最大的市场
太阳能电池板部分作为太阳能发电的核心部件,预计在预测期内将占据最大的市场占有率。持续的技术进步使得太阳能板更加高效,使得太阳能更加经济高效,并且得到更广泛的应用。政府的激励措施和永续性目标正在鼓励住宅、商业和工业部门投资太阳能板。原料成本下降和大规模生产也使得太阳能发电面板更容易取得。随着全球对清洁能源的需求不断增加,太阳能板产业对于市场快速扩张仍然至关重要。
预计商业和工业(C&I)部门在预测期内将以最高的复合年增长率成长。
由于大规模太阳能发电装置的扩充性和成本效益,预计商业和工业(C&I)部门将在预测期内见证最高的成长率。 C&I 企业可以从太阳能係统中受益,从而降低营运成本并透过降低电费实现长期财务节省。此外,这些公司通常优先考虑永续性,帮助他们实现可再生能源目标并提高其企业社会责任 (CSR) 形象。能源价格上涨和能源独立的动力为工商业营运商采用太阳能技术创造了进一步的奖励。此外,政府针对工商业领域制定的奖励措施和回扣使得太阳能解决方案具有经济可行性和吸引力。
在预测期内,由于清洁能源需求的不断增长和政府的奖励,预计亚太地区将占据最大的市场占有率。中国、印度、日本和韩国等国家引领市场,积极投资太阳能基础建设。该地区阳光充足、生产成本低廉,太阳能成为其能源策略的重要组成部分。技术进步和太阳能电池板价格下降进一步刺激了太阳能的采用,使亚太地区成为太阳能领域的全球领导者。
由于对可再生能源的需求很高,预计北美地区在预测期内将呈现最高的复合年增长率。美国和加拿大正在大力投资太阳能发电工程,重点是减少碳排放和增强能源安全。太阳能电池技术的进步,包括提高效率和能源储存解决方案,正在进一步推动市场扩张。此外,该地区对永续性和清洁能源政策的高度重视预计将继续推动住宅、商业和公共规模对太阳能光电系统的需求。
According to Stratistics MRC, the Global Photovoltaic (PV) Market is accounted for $121.05 billion in 2025 and is expected to reach $267.60 billion by 2032 growing at a CAGR of 12% during the forecast period. The process of using semiconducting materials that exhibit the photovoltaic effect to directly convert sunlight into electricity is known as photovoltaic. When photons from sunlight are absorbed by these materials, electrons are excited and an electric current is produced. Solar panels made up of several solar cells, inverters, and other electrical components are commonly seen in photovoltaic systems. Photovoltaic technology is a clean, renewable energy source that has little effect on the environment and is widely employed in commercial, industrial, and residential settings. Through sustainable electricity generation, it is essential to lowering reliance on fossil fuels and halting climate change.
Rising demand for clean energy
Solar energy is being significantly invested in by governments and organisations around the world in an effort to lower carbon emissions. The efficiency and affordability of PV systems have increased due to technological developments. Rooftop solar panels are becoming more and more popular among consumers who want to reduce their electricity costs. Subsidies, tax breaks, and supportive laws all increase market adoption. Consequently, the market for photovoltaics is growing quickly in the commercial, industrial, and residential domains.
Intermittency of solar power
Periods of poor or no electricity output result from solar energy generation's reliance on weather. It is challenging to depend on solar energy for a steady power source because of this inconsistency. Large-scale energy storage devices are frequently needed to counteract this, which raises the cost. Additionally, because solar electricity must be balanced with other energy sources, grid integration becomes complicated. As a result, solar technology adoption is slower and expenses are higher.
Expanding rural electrification initiatives
Solar photovoltaic systems provide rural populations without access to conventional power infrastructure with an affordable and sustainable answer. Such efforts are receiving more and more support from governments and international organisations in the form of grants, subsidies, and advantageous policies. This promotes the use of solar technologies in isolated areas and private investment. Local economies gain from better energy access as a result, which increases demand for PV systems. In the end, decentralised solar solution innovation and market expansion are fuelled by rural electricity.
Competition from other renewables
In some areas, wind energy, for example, can produce electricity more reliably, which lowers the need for solar power. A dependable and proven source, hydropower frequently enjoys superior government incentives. Additionally, geothermal and bioenergy options offer scalability and reasonable cost. Investors and developers may find certain renewable technologies more appealing if they are subject to more advantageous subsidies or regulations. As a result of these rival renewable industries, the PV market will experience slower development and innovation.
Covid-19 Impact
The COVID-19 pandemic disrupted the photovoltaic (PV) market by causing supply chain interruptions, project delays, and labor shortages due to lockdowns and travel restrictions. Manufacturing slowdowns, particularly in China-the largest PV component producer-led to global material shortages. However, government stimulus packages and a renewed focus on green recovery strategies gradually revived demand. Residential installations saw a temporary dip, while utility-scale projects rebounded faster. Overall, the pandemic highlighted the need for resilient, localized solar supply chains and energy independence.
The photovoltaic panels segment is expected to be the largest during the forecast period
The photovoltaic panels segment is expected to account for the largest market share during the forecast period by serving as the core component for solar energy generation. Continuous technological advancements have improved panel efficiency, making solar power more cost-effective and widely adopted. Government incentives and sustainability goals are encouraging residential, commercial, and industrial sectors to invest in solar panels. The decreasing cost of raw materials and mass production also make photovoltaic panels more accessible. As demand for clean energy rises globally, the panel segment remains crucial to the market's rapid expansion.
The commercial & industrial (C&I) segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the commercial & industrial (C&I) segment is predicted to witness the highest growth rate, due to scalability and cost-efficiency for large-scale solar installations. C&I businesses benefit from solar energy systems that help reduce operational costs by lowering electricity bills, contributing to long-term financial savings. Moreover, these businesses often prioritize sustainability, helping to meet renewable energy targets and enhance corporate social responsibility (CSR) profiles. The rise in energy prices and the push for energy independence further incentivize C&I players to adopt solar technologies. Additionally, government incentives and rebates tailored for the C&I sector make photovoltaic solutions more economically viable and attractive.
During the forecast period, the Asia Pacific region is expected to hold the largest market share due to the increasing demand for clean energy and government incentives. Countries like China, India, Japan, and South Korea are leading the market, with significant investments in solar energy infrastructure. The region benefits from abundant sunlight and cost-effective production, making solar power a key component of energy strategies. Technological advancements and falling solar panel prices are further fuelling adoption, positioning Asia Pacific as a global leader in PV energy production.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, owing to high demand for renewable energy. The U.S. and Canada are investing heavily in solar energy projects, with a focus on reducing carbon emissions and enhancing energy security. Advancements in solar technology, such as improved efficiency and energy storage solutions, are further boosting market expansion. Additionally, the region's strong focus on sustainability and clean energy policies is expected to continue driving demand for photovoltaic systems in residential, commercial, and utility-scale applications.
Key players in the market
Some of the key players profiled in the Photovoltaic Market include LONGi Green Energy Technology, Tongwei Co., Ltd., JA Solar Technology Co., Ltd., JinkoSolar Holding Co., Ltd., Trina Solar Limited, Canadian Solar Inc., First Solar, Inc., Risen Energy Co., Ltd., Hanwha Q CELLS, REC Solar Holdings AS, Adani Solar, Seraphim Solar, GCL System Integration, SunPower Corporation, Enphase Energy, Inc., Sungrow Power Supply Co., Ltd., Huawei Digital Power, Sharp Corporation.
In August 2024, Tongwei announced plans to acquire a controlling stake in Runergy for approximately $698 million. This acquisition includes a 5 GW solar module plant in Huntsville, Alabama, positioning Tongwei to capitalize on U.S. manufacturing subsidies and expand its presence in the U.S. market.
In July 2024, LONGi and Invenergy established Illuminate USA, a joint venture to build a 5 GW solar module manufacturing plant in Ohio. This initiative leverages U.S. clean energy subsidies and aims to enhance LONGi's footprint in the North American market.
In November 2023, JA Solar entered into a strategic cooperation agreement with CJ Olivenetworks Vina, a subsidiary of South Korea's CJ OliveNetworks in Vietnam. This partnership aims to strengthen cooperation in the Vietnamese photovoltaic market and jointly promote its high-quality development.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.