太阳能光电晶圆市场－全球产业规模、份额、趋势、机会和预测（按类型、晶圆尺寸、应用、地区和竞争细分，2020-2030 年）

2024 年全球太阳能光电晶圆市场价值为 149.9 亿美元，预计到 2030 年将达到 295.9 亿美元，预测期内复合年增长率为 11.82%。

全球太阳能光伏 (PV) 晶圆市场正经历强劲成长，这得益于太阳能作为主流发电来源的快速扩张以及晶圆设计和製造技术的不断进步。光伏晶圆是太阳能电池的基本组成部分，在决定太阳能组件的效率、性能和总成本方面发挥着至关重要的作用。全球能源需求的不断增长、脱碳目标以及政府主导的推广再生能源的倡议，正在推动住宅、商业和公用事业规模应用对光伏晶圆的需求。市场受到对单晶晶圆日益增长的偏好的极大影响，因为与多晶晶圆相比，单晶晶圆具有更高的效率和更好的功率输出。由于晶圆切片技术的进步和领先製造商的规模经济，生产成本下降进一步支持了这种转变。

另一个关键驱动因素是向更大尺寸硅片的持续转变，例如M10（182毫米）和G12（210毫米），这可以提高单一组件的发电量，并降低大型太阳能专案的系统平衡（BOS）成本。这一趋势吸引了寻求最大化产量并优化土地和安装成本的公用事业规模开发商。此外，TOPCon、异质结和钝化发射极背接触（PERC）等先进电池技术的集成，也增加了对纯度更高、厚度更薄的高品质硅片的需求。在供应方面，市场由少数垂直整合的参与者主导，尤其是在中国，中国控制着全球大部分硅片製造产能。隆基、晶科能源和保利协鑫等公司处于领先地位，正在扩大生产规模并推动硅片技术的创新。然而，美国、德国和韩国等国家正在投资国内硅片生产设施，以减少对进口的依赖并增强供应链的韧性。

儘管光电硅片市场成长势头强劲，但也面临原材料价格波动、贸易限制以及与能源密集型製造流程相关的环境问题等挑战。某些地区硅片的持续过剩以及製造商之间激烈的价格竞争也给利润率带来了压力。儘管如此，随着全球太阳能装置容量预计将稳定成长，亚太、中东和拉丁美洲的新兴经济体正在扩大太阳能部署，市场机会依然强劲。此外，薄膜硅片、钙钛矿-硅串联电池以及硅材料回收利用的技术突破预计将开闢新的成长途径。整体而言，在政策支援、技术创新以及全球清洁能源转型加速的共同推动下，全球太阳能光硅片市场未来几年将大幅扩张。

关键市场驱动因素

转向更大晶圆尺寸和更有效率技术

主要市场挑战

高能耗製造工艺

主要市场趋势

价值链的垂直整合

目录

第 1 章：产品概述

第二章：研究方法

第三章：执行摘要

第四章：顾客之声

第五章：全球太阳能光电硅片市场展望

• 市场规模和预测
  • 按价值
• 市场占有率和预测
  • 按类型（单晶硅晶片、多晶硅晶片、砷化镓（GaAs）晶片、其他）
  • 依晶圆尺寸（M0-M2、M3-M6、M10、G12）
  • 按应用（住宅、商业和工业、公用事业规模发电厂）
  • 按地区（北美、欧洲、南美、中东和非洲、亚太地区）
• 按公司分类（2024 年）
• 市场地图

第六章：北美太阳能光电硅片市场展望

• 市场规模和预测
• 市场占有率和预测
• 北美：国家分析
  • 美国
  • 加拿大
  • 墨西哥

第七章：欧洲太阳能光电硅片市场展望

• 市场规模和预测
• 市场占有率和预测
• 欧洲：国家分析
  • 德国
  • 法国
  • 英国
  • 义大利
  • 西班牙

第八章：亚太地区太阳能光电晶圆市场展望

• 市场规模和预测
• 市场占有率和预测
• 亚太地区：国家分析
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲

第九章：中东和非洲太阳能光电晶圆市场展望

• 市场规模和预测
• 市场占有率和预测
• 中东和非洲：国家分析
  • 沙乌地阿拉伯
  • 阿联酋
  • 南非

第十章：南美洲太阳能光电硅片市场展望

• 市场规模和预测
• 市场占有率和预测
• 南美洲：国家分析
  • 巴西
  • 哥伦比亚
  • 阿根廷

第 11 章：市场动态

• 驱动程式
• 挑战

第 12 章：市场趋势与发展

• 合併与收购（如有）
• 产品发布（如有）
• 最新动态

第十三章：公司简介

• LONGi Green Energy Technology Co., Ltd.
• JinkoSolar Holding Co., Ltd.
• GCL-Poly Energy Holdings Ltd.
• JA Solar Holdings Co., Ltd.
• Hanwha Q CELLS
• Trina Solar Co., Ltd.
• Canadian Solar Inc.
• First Solar, Inc.
• CETC Solar Energy Holdings Co.
• Sino-American Silicon Products Inc.

第 14 章：策略建议

第15章调查会社について・免责事项

Global Solar Photovoltaic Wafer Market was valued at USD 14.99 Billion in 2024 and is expected to reach USD 29.59 Billion by 2030 with a CAGR of 11.82% during the forecast period.

The global Solar Photovoltaic (PV) Wafer Market is experiencing strong growth, driven by the rapid expansion of solar energy as a mainstream source of power generation and the continuous technological advancements in wafer design and manufacturing. PV wafers, the fundamental building blocks for solar cells, play a crucial role in determining the efficiency, performance, and overall cost of solar modules. Rising global energy demand, decarbonization targets, and government-led initiatives promoting renewable energy adoption are fueling the demand for PV wafers across residential, commercial, and utility-scale applications. The market is highly influenced by the growing preference for monocrystalline wafers, which offer superior efficiency and better power output compared to multicrystalline wafers. This shift is further supported by falling production costs due to advancements in wafer slicing technologies and economies of scale among leading manufacturers.

Another key driver is the ongoing transition toward larger wafer sizes such as M10 (182 mm) and G12 (210 mm), which enable higher power generation per module and reduce the balance-of-system (BOS) cost for large-scale solar projects. This trend is attracting utility-scale developers seeking to maximize output and optimize land and installation costs. Alongside this, the integration of advanced cell technologies such as TOPCon, heterojunction, and passivated emitter rear contact (PERC) is increasing the need for high-quality wafers with enhanced purity and thinner profiles. In terms of supply, the market is dominated by a few vertically integrated players, particularly in China, which controls the majority of global wafer manufacturing capacity. Companies like LONGi, JinkoSolar, and GCL-Poly are at the forefront, scaling up production and driving innovation in wafer technology. However, countries such as the United States, Germany, and South Korea are investing in domestic wafer production facilities to reduce reliance on imports and strengthen supply chain resilience.

Despite its strong growth trajectory, the PV wafer market faces challenges such as raw material price fluctuations, trade restrictions, and environmental concerns related to energy-intensive manufacturing processes. The ongoing surplus of wafers in certain regions and intense price competition among manufacturers also put pressure on profit margins. Nevertheless, opportunities remain robust as global solar installations are projected to rise steadily, with emerging economies in Asia-Pacific, the Middle East, and Latin America expanding solar deployment. Furthermore, technological breakthroughs in thin-film wafers, perovskite-silicon tandem cells, and recycling of silicon materials are expected to open new avenues for growth. Overall, the global solar PV wafer market is set to expand significantly in the coming years, underpinned by a combination of policy support, technological innovation, and the accelerating global transition toward clean energy.

Key Market Drivers

Shift to Larger Wafer Sizes & Higher Efficiency Technologies

The solar photovoltaic wafer market is being accelerated by the rapid adoption of larger wafer formats that deliver greater efficiency and lower system costs. In 2022, large-format wafers accounted for about 83% of global wafer production, and by 2023 this share had increased to nearly 96%, showing a clear trend toward size scaling. Capacity for 210 mm wafers grew by 74% year-on-year, reaching over 320 GW, and their market share climbed to nearly 39%. Meanwhile, shipments of 210 mm modules surpassed 120 GW, reflecting strong adoption by utility-scale developers. By mid-2023, global production capacity for 210 mm modules had reached more than 720 GW, representing almost 70% of total module capacity, with one major player alone contributing close to 50% of this output. This transition is also being reinforced by system-level benefits, as larger wafers allow higher power generation per panel and reduce balance-of-system costs by more than 6% compared to legacy formats. These quantifiable improvements in efficiency and cost are driving manufacturers and developers alike to prioritize large wafer adoption, making it a central driver of the global PV wafer market.

Key Market Challenges

High Energy-Intensive Manufacturing Process

The production of solar PV wafers is highly energy-intensive, particularly in the silicon purification and wafer slicing stages. Manufacturing requires temperatures above 1,400°C for polysilicon production, consuming substantial electricity and contributing to high operational costs. This dependence on energy sources poses challenges, especially in regions where electricity prices are volatile. Even though renewable-powered manufacturing is emerging, most current wafer plants in Asia still rely on coal-heavy grids. Additionally, wafer cutting generates significant kerf loss (silicon waste), accounting for 35-40% of the original ingot, adding to inefficiencies. Recycling initiatives are in progress but remain limited in scale. With wafer thickness shrinking below 160 microns to improve efficiency, breakage rates during production also rise, compounding cost pressures. Overall, the challenge lies in balancing efficiency improvements while lowering the environmental and energy footprint of wafer manufacturing.

Key Market Trends

Vertical Integration Across the Value Chain

A major trend is the increasing vertical integration among leading solar companies. Manufacturers are expanding their operations from polysilicon production to wafer, cell, and module manufacturing under one umbrella. This integration reduces dependency on external suppliers, ensures quality control, and provides cost advantages by optimizing logistics and production synergies. LONGi, for example, has built a fully integrated value chain, from ingots to modules, allowing it to secure stable wafer supplies while lowering overall costs. Similarly, GCL-Poly and Tongwei are pursuing integrated strategies to strengthen their competitiveness. Vertical integration also provides flexibility in responding to market fluctuations and helps companies withstand raw material price volatility. Additionally, integrated firms can tailor wafer specifications to align with their own cell and module technologies, accelerating innovation. This trend is expected to intensify, with more players consolidating operations across the solar value chain to secure long-term stability.

Key Market Players

• LONGi Green Energy Technology Co., Ltd.
• JinkoSolar Holding Co., Ltd.
• GCL-Poly Energy Holdings Ltd.
• JA Solar Holdings Co., Ltd.
• Hanwha Q CELLS
• Trina Solar Co., Ltd.
• Canadian Solar Inc.
• First Solar, Inc.
• CETC Solar Energy Holdings Co.
• Sino-American Silicon Products Inc.

Report Scope:

In this report, the Global Solar Photovoltaic Wafer Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Solar Photovoltaic Wafer Market, By Type:

• Monocrystalline Silicon Wafers
• Polycrystalline Silicon Wafers
• Gallium Arsenide (GaAs) Wafers
• Others

Solar Photovoltaic Wafer Market, By Wafer Size:

• M0-M2
• M3-M6
• M10
• G12

Solar Photovoltaic Wafer Market, By Application:

• Residential
• Commercial & Industrial
• Utility-Scale Power Plants

Solar Photovoltaic Wafer Market, By Region:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • Germany
  • France
  • United Kingdom
  • Italy
  • Spain
• South America
  • Brazil
  • Argentina
  • Colombia
• Asia-Pacific
  • China
  • India
  • Japan
  • South Korea
  • Australia
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • South Africa

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Solar Photovoltaic Wafer Market.

Available Customizations:

Global Solar Photovoltaic Wafer Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, and Trends

4. Voice of Customer

5. Global Solar Photovoltaic Wafer Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Type (Monocrystalline Silicon Wafers, Polycrystalline Silicon Wafers, Gallium Arsenide (GaAs) Wafers, Others)
  • 5.2.2. By Wafer Size (M0-M2, M3-M6, M10, G12)
  • 5.2.3. By Application (Residential, Commercial & Industrial, Utility-Scale Power Plants)
  • 5.2.4. By Region (North America, Europe, South America, Middle East & Africa, Asia Pacific)
• 5.3. By Company (2024)
• 5.4. Market Map

6. North America Solar Photovoltaic Wafer Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Type
  • 6.2.2. By Wafer Size
  • 6.2.3. By Application
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Solar Photovoltaic Wafer Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Type
      • 6.3.1.2.2. By Wafer Size
      • 6.3.1.2.3. By Application
  • 6.3.2. Canada Solar Photovoltaic Wafer Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Type
      • 6.3.2.2.2. By Wafer Size
      • 6.3.2.2.3. By Application
  • 6.3.3. Mexico Solar Photovoltaic Wafer Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Type
      • 6.3.3.2.2. By Wafer Size
      • 6.3.3.2.3. By Application

7. Europe Solar Photovoltaic Wafer Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Type
  • 7.2.2. By Wafer Size
  • 7.2.3. By Application
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Solar Photovoltaic Wafer Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Type
      • 7.3.1.2.2. By Wafer Size
      • 7.3.1.2.3. By Application
  • 7.3.2. France Solar Photovoltaic Wafer Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Type
      • 7.3.2.2.2. By Wafer Size
      • 7.3.2.2.3. By Application
  • 7.3.3. United Kingdom Solar Photovoltaic Wafer Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Type
      • 7.3.3.2.2. By Wafer Size
      • 7.3.3.2.3. By Application
  • 7.3.4. Italy Solar Photovoltaic Wafer Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Type
      • 7.3.4.2.2. By Wafer Size
      • 7.3.4.2.3. By Application
  • 7.3.5. Spain Solar Photovoltaic Wafer Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Type
      • 7.3.5.2.2. By Wafer Size
      • 7.3.5.2.3. By Application

8. Asia Pacific Solar Photovoltaic Wafer Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Type
  • 8.2.2. By Wafer Size
  • 8.2.3. By Application
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Solar Photovoltaic Wafer Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Type
      • 8.3.1.2.2. By Wafer Size
      • 8.3.1.2.3. By Application
  • 8.3.2. India Solar Photovoltaic Wafer Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Type
      • 8.3.2.2.2. By Wafer Size
      • 8.3.2.2.3. By Application
  • 8.3.3. Japan Solar Photovoltaic Wafer Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Type
      • 8.3.3.2.2. By Wafer Size
      • 8.3.3.2.3. By Application
  • 8.3.4. South Korea Solar Photovoltaic Wafer Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Type
      • 8.3.4.2.2. By Wafer Size
      • 8.3.4.2.3. By Application
  • 8.3.5. Australia Solar Photovoltaic Wafer Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Type
      • 8.3.5.2.2. By Wafer Size
      • 8.3.5.2.3. By Application

9. Middle East & Africa Solar Photovoltaic Wafer Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Type
  • 9.2.2. By Wafer Size
  • 9.2.3. By Application
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Solar Photovoltaic Wafer Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Type
      • 9.3.1.2.2. By Wafer Size
      • 9.3.1.2.3. By Application
  • 9.3.2. UAE Solar Photovoltaic Wafer Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Type
      • 9.3.2.2.2. By Wafer Size
      • 9.3.2.2.3. By Application
  • 9.3.3. South Africa Solar Photovoltaic Wafer Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Type
      • 9.3.3.2.2. By Wafer Size
      • 9.3.3.2.3. By Application

10. South America Solar Photovoltaic Wafer Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Type
  • 10.2.2. By Wafer Size
  • 10.2.3. By Application
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Solar Photovoltaic Wafer Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Type
      • 10.3.1.2.2. By Wafer Size
      • 10.3.1.2.3. By Application
  • 10.3.2. Colombia Solar Photovoltaic Wafer Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Type
      • 10.3.2.2.2. By Wafer Size
      • 10.3.2.2.3. By Application
  • 10.3.3. Argentina Solar Photovoltaic Wafer Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Type
      • 10.3.3.2.2. By Wafer Size
      • 10.3.3.2.3. By Application

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends and Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Company Profiles

• 13.1. LONGi Green Energy Technology Co., Ltd.
  • 13.1.1. Business Overview
  • 13.1.2. Key Revenue and Financials
  • 13.1.3. Recent Developments
  • 13.1.4. Key Personnel
  • 13.1.5. Key Product/Services Offered
• 13.2. JinkoSolar Holding Co., Ltd.
• 13.3. GCL-Poly Energy Holdings Ltd.
• 13.4. JA Solar Holdings Co., Ltd.
• 13.5. Hanwha Q CELLS
• 13.6. Trina Solar Co., Ltd.
• 13.7. Canadian Solar Inc.
• 13.8. First Solar, Inc.
• 13.9. CETC Solar Energy Holdings Co.
• 13.10. Sino-American Silicon Products Inc.

14. Strategic Recommendations

15. About Us & Disclaimer