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市场调查报告书
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1871954
全球光电市场:预测至2032年-按组件、部署方式、技术、最终用户和地区分類的分析Solar Power Generation Market Forecasts to 2032 - Global Analysis By Component, Deployment, Technology, End User, and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球太阳能光电市场价值将达到 2,929 亿美元,到 2032 年将达到 4,796 亿美元。
预计在预测期内,太阳能发电将以7.3%的复合年增长率成长。太阳能发电是指透过光伏电池(PV电池)或聚光型太阳热能发电系统将太阳光转换为可用电能的过程。这些技术能够捕获太阳能并将其转化为电能,且不排放温室气体,因此是一种清洁、可再生能源来源。太阳能发电广泛应用于住宅、商业和工业领域,在减少对石化燃料依赖的同时,促进了永续性,并支持了全球向绿色能源解决方案的转型。
根据国际能源总署(IEA)的数据,到 2022 年,全球太阳能发电量将增加创纪录的 270兆瓦时(TWh),达到 1300兆瓦以上。
政府政策和激励措施促进可再生能源的采用
上网电价补贴、税额扣抵和可再生能源配额制等政策降低了投资风险,并提高了太阳能计划的经济效益。此外,美国《通货膨胀控制法案》和欧洲绿色交易等旨在实现碳中和的国家倡议,创造了长期、可预测的需求。这些政策有效降低了资本成本,加速了大规模分散式太阳能发电的普及,为市场的持续扩张和技术进步提供了根本动力。
大型计划的土地供应和监管障碍
大型太阳能发电厂需要大片连片土地,这将与农田和保护区争夺土地,并可能引发当地居民的反对。此外,冗长且往往分散的审批流程,包括许可、环境评估和併网核准,会显着延误计划进度并增加成本。这些因素抑制了投资,减缓了新建太阳能装置的步伐,并成为限制该产业成长潜力的主要阻碍因素。
电池技术和智慧电网整合的进步
电池成本的下降和效率的提高使得太阳能能够被储存起来,用于高峰用电或夜间使用,从而克服了间歇性供电的挑战。此外,与智慧电网的整合改善了需求面管理,并实现了双向能量流动,提高了电网稳定性。这种协同效应正在将太阳能从不稳定的电源转变为可靠、可调节的电力解决方案,释放出新的价值,并加速其在住宅、商业和公共产业领域的应用。
与其他可再生能源(例如风能和水力发电)的竞争
太阳能产业面临来自成熟可再生能源(尤其是风能和水力发电)的持续竞争。在条件优越的地区,陆上和离岸风力发电的平准化能源成本通常更低,因此成为电力公司的首选。此外,儘管新的风电场址有限,但水力发电能够提供太阳能发电在没有储能的情况下无法实现的关键基本负载电力。这种对输电能力、政策关注和投资资金的竞争,迫使太阳能市场不断创新并降低成本,以保持竞争优势。
新冠疫情初期扰乱了全球太阳能供应链,封锁和材料短缺导致计划延期和建设停滞。主要製造地的工厂关闭造成零件价格波动和物流瓶颈。然而,随着供应链的调整和建设的恢復,市场展现出惊人的韧性,在2021年强劲反弹。此次危机也凸显了能源安全和脱碳的战略重要性,促使许多国家政府在其经济復苏计画中加强对清洁能源的承诺,最终巩固了疫情后市场的长期发展基础。
预计在预测期内,太阳能电池板/组件细分市场将占据最大的市场份额。
预计在预测期内,太阳能电池板/组件细分市场将占据最大的市场份额,因为该组件是任何太阳能计划的核心资本支出。不断提升组件效率的技术创新,以及持续扩大的生产规模和成本的急剧下降,正在巩固其市场主导地位。此外,从大规模公用事业电站到分散式屋顶系统,全球对新增装置容量的持续需求确保了组件仍然是最盈利的细分市场,其市场规模与全球每年新增装置容量直接相关。
预计在预测期内,混合动力汽车细分市场将实现最高的复合年增长率。
受电网稳定性和能源独立性需求不断增长的推动,混合型电网预计将在预测期内实现最高成长率。这些系统将太阳能与其他能源(例如风能)以及最重要的电池储能结合,提供更可靠、更灵活的电力解决方案。它们能够提供不间断的电力供应并优化能源利用,使其在商业、工业和偏远地区微电网应用中越来越受欢迎,并将混合型电网计划定位为可再生能源应用发展的下一个阶段。
预计亚太地区将在预测期内占据最大的市场份额。这一主导地位主要得益于中国和印度的巨额投资和雄心勃勃的可再生能源目标,两国正在迅速扩大太阳能发电能力,以应对日益增长的能源需求和污染挑战。此外,政府的支持性政策、强大的製造业能力以及丰富的土地计划,都巩固了该地区作为全球太阳能中心和主要需求中心的地位。
预计亚太地区在预测期内将呈现最高的复合年增长率。儘管中国和印度仍是主要的成长引擎,但东南亚新兴经济体,如越南、泰国和菲律宾,正透过优惠的上网电价补贴政策和竞标机制加速推动太阳能部署。成熟市场的扩张,加上新兴市场在强有力的政策支持和技术成本下降的推动下实现的快速成长,预计将使亚太地区在未来几年成为成长最快的地区。
According to Stratistics MRC, the Global Solar Power Generation Market is accounted for $292.9 billion in 2025 and is expected to reach $479.6 billion by 2032, growing at a CAGR of 7.3% during the forecast period. Solar power generation is the process of converting sunlight into usable electricity through photovoltaic (PV) cells or concentrated solar power systems. These technologies capture solar energy and transform it into electrical power without emitting greenhouse gases, making it a clean and renewable energy source. Widely used in residential, commercial, and industrial applications, solar power helps reduce dependence on fossil fuels while promoting sustainability and supporting the global shift toward green energy solutions.
According to the International Energy Agency (IEA), global solar PV generation increased by a record 270 TWh in 2022, reaching over 1,300 TWh.
Government policies and incentives promoting renewable energy adoption
Policies like feed-in tariffs, tax credits, and renewable portfolio standards de-risk investments and enhance the economic viability of solar projects. Furthermore, national commitments to carbon neutrality, as seen in the US Inflation Reduction Act and the European Green Deal, are creating long-term, predictable demand. These initiatives effectively lower the cost of capital and accelerate the deployment of utility-scale and distributed solar capacity, making them a fundamental driver for sustained market expansion and technological advancement.
Land availability and regulatory hurdles for large-scale projects
Large-scale solar farms require extensive, contiguous areas, leading to competition with agricultural and conservation land, which can trigger local opposition. Additionally, navigating the lengthy and often fragmented processes for permits, environmental clearances, and grid connection approvals creates substantial project delays and increases costs. These factors can deter investment and slow down the pace of new solar installations, acting as a major restraint on the industry's growth potential.
Advancements in battery storage and smart grid integration
The declining cost and improving efficiency of batteries enable the storage of solar energy for use during peak demand or nighttime, overcoming the challenge of intermittency. Moreover, integration with smart grids allows for better demand management and two-way energy flow, enhancing grid stability. This synergy transforms solar from a variable source into a reliable, dispatchable power solution, unlocking new value streams and accelerating its adoption across residential, commercial, and utility sectors.
Competition from other renewable sources like wind and hydro
The solar industry faces persistent competition from established renewable alternatives, particularly wind and hydropower. In regions with favorable conditions, onshore and offshore wind can often achieve lower levelized costs of electricity, making them a preferred choice for utilities. Additionally, while limited in new site availability, hydropower provides crucial baseload generation that solar cannot match without storage. This competition for grid capacity, policy attention, and investment capital pressures the solar market to continuously innovate and reduce costs to maintain its competitive edge.
The COVID-19 pandemic initially disrupted the global solar supply chain, causing project delays and construction halts due to lockdowns and material shortages. Factory closures in key manufacturing hubs led to component price volatility and logistical bottlenecks. However, the market demonstrated remarkable resilience, recovering strongly in 2021 as supply chains adapted and construction resumed. The crisis underscored the strategic importance of energy security and decarbonization, leading many governments to reinforce their clean energy commitments in economic recovery plans, ultimately strengthening the market's long-term fundamentals post-pandemic.
The solar panels/modules segment is expected to be the largest during the forecast period
The solar panels/modules segment is expected to account for the largest market share during the forecast period as this component represents the core capital expenditure of any solar project. Continuous technological innovations driving up panel efficiency, coupled with sustained manufacturing scale and plummeting costs, solidify its dominance. Additionally, relentless global demand for new installations, from massive utility farms to distributed rooftop systems, ensures that panels remain the highest revenue-generating segment, with its market size directly tied to the annual capacity additions worldwide.
The hybrid segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the hybrid segment is predicted to witness the highest growth rate driven by the escalating need for grid stability and energy self-sufficiency. These systems, which integrate solar with other sources like wind or, crucially, battery storage, offer a more reliable and dispatchable power solution. Their ability to provide uninterrupted electricity and optimize energy usage makes them increasingly attractive for commercial, industrial, and remote microgrid applications, positioning hybrid projects as the next evolutionary step in renewable energy deployment.
During the forecast period, the Asia Pacific region is expected to hold the largest market share. This dominance is anchored by colossal investments and ambitious renewable targets in China and India, which are rapidly expanding their solar capacity to meet soaring energy demand and address pollution concerns. Furthermore, supportive government policies, vast manufacturing capabilities, and the availability of significant land resources for large-scale projects consolidate the region's position as the global solar powerhouse and primary demand center.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. While China and India remain key growth engines, emerging economies in Southeast Asia, such as Vietnam, Thailand, and the Philippines, are accelerating their solar deployments through favorable feed-in tariffs and auctions. This combination of established market expansion and burgeoning new markets, all fueled by strong policy backing and falling technology costs, positions the Asia Pacific region for the most rapid growth in the coming years.
Key players in the market
Some of the key players in Solar Power Generation Market include NextEra Energy, Inc., Enel S.p.A., Iberdrola, S.A., Electricite de France S.A., Engie SA, RWE AG, TotalEnergies SE, Orsted A/S, Brookfield Renewable Partners L.P., Corporacion Acciona Energias Renovables, S.A., Adani Green Energy Limited, Tata Power Company Limited, ReNew Energy Global plc, ACWA Power Company, Abu Dhabi Future Energy Company PJSC, Scatec ASA, Canadian Solar Inc., China Three Gorges Corporation, and State Power Investment Corporation Limited.
In October 2025, Iberdrola has completed the acquisition of Caixa de Previdencia dos Funcionarios do Banco do Brasil ("PREVI")'s stake in Neoenergia, amounting to 30.29% of the capital. Following the transaction, agreed upon in the spirit of full cooperation that has always governed relations between the two companies, Iberdrola now controls approximately 84% of the company's share capital.
In July 2024, Enel S.p.A. ("Enel") informs that EGPE, a Group company controlled through Endesa, signed an agreement with Masdar, a major renewable player, for the sale to the latter of a minority stake, equal to 49.99% of the share capital, in EGPE Solar[4], a vehicle recently incorporated to encompass all of Endesa's already operational photovoltaic (PV) assets in Spain, for an overall installed capacity of around 2 GW.
In June 2024, NextEra Energy Resources and Entergy announced a joint development agreement to accelerate the development of up to 4.5 gigawatts of new solar generation and energy storage projects across Arkansas, Louisiana, Mississippi, and Texas, aiming to provide low-cost renewable energy to growing markets.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.