表紙:ソーラーパネルリサイクルの世界市場-2023年~2030年
市場調査レポート
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1372594

ソーラーパネルリサイクルの世界市場-2023年~2030年

Global Solar Panel Recycling Market - 2023-2030

出版日: | 発行: DataM Intelligence | ページ情報: 英文 182 Pages | 納期: 約2営業日

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価格
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ソーラーパネルリサイクルの世界市場-2023年~2030年
出版日: 2023年10月18日
発行: DataM Intelligence
ページ情報: 英文 182 Pages
納期: 約2営業日
ご注意事項 :
本レポートは最新情報反映のため適宜更新し、内容構成変更を行う場合があります。ご検討の際はお問い合わせください。
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  • 目次
概要

概要

世界のソーラーパネルリサイクル市場は、2022年に1億5,550万米ドルに達し、2030年には4億1,960万米ドルに達すると予測され、予測期間2023~2030年のCAGRは13.3%で成長する見込みです。

ソーラーパネルリサイクル市場は、太陽光発電技術の導入が増加し、持続可能な廃棄物管理を推進する動きが強まっていることを背景に、世界的に大きな成長を遂げています。PV市場は世界的に急拡大しており、使用済みPVモジュールの管理は、このクリーンエネルギーが環境に与える好影響を維持する上で極めて重要な課題となっています。

さらに、PVモジュールの寿命はおよそ30年であることから、PV導入の増加に伴い、耐用年数を迎えるモジュールの数が増加すると予測されています。国際エネルギー機関(IEA)の太陽光発電システムプログラム(IEA PVPS)と国際再生可能エネルギー機関(IEA)の報告書によると、2030年までに全世界で廃棄されるPVモジュールは累積で170万~800万トン、2050年までに累積で6,000万~7,800万トンになると推定されています。

また、ソーラーパネルのリサイクル市場では、リデュース(削減)、リユース(再使用)、リサイクル(再資源化)の原則が重視されており、増え続ける廃PVモジュールを持続的に管理するための重要な選択肢としてリサイクルが浮上しています。アジア太平洋はソーラーパネルリサイクル市場において最大の成長地域であり、同地域における太陽光発電容量の急速な拡大がその原動力となっています。再生可能エネルギーが世界のエネルギーセクターで重要な位置を占める中、アジア太平洋では太陽光発電システムの大幅な成長が見込まれています。

2050年には1ワット当たり米ドル0.42ドルにまで下がると予測するアナリストによれば、太陽光発電技術のコストはさらに低下しており、アジア各国での建設活動が活発化しています。また、中国とベトナムはこのソーラー革命の主要国であり、中国は2021年までに300GW以上の太陽光発電容量を追加すると予想されています。世界の太陽光発電容量拡大の一環として、アジアは主要な役割を担っており、この成長はソーラーパネルリサイクルの実質的な市場を創出すると思われます。

力学

ソーラーパネルリサイクルの重要性の高まり

ソーラーパネルリサイクル市場は、世界的に増加する使用済みPVモジュールへの対応に重点を置いて推進されると予想されます。IEA PVSP報告書によると、通常の損失シナリオでは、2030年までに推定170万トン、2050年までに約6,000万トンのPVモジュール廃棄物が予想されています。早期廃棄シナリオでは、この数字は2030年までに800万トン、2050年までに7,800万トンに増加する可能性があります。

フランスでは2019年に4,905トンのPV廃棄物が回収され、例年より大幅に増加しました。非営利団体Sorenは、フランスにおけるPVモジュール廃棄物の回収とリサイクルを管理しています。2021年には新たなPVリサイクル施設が稼働し、2022年にはさらに増える見込みです。また、オーストラリアではビクトリア州で義務規制が導入され、日本では適切な使用済み処理のためのガイドラインが発表されています。

さらに、米国の様々な州がPVモジュールのリサイクル能力拡大を奨励する規制を導入しています。例えば、世界最大のPVリサイクル業者であるファースト・ソーラーは、薄膜CdTe PVモジュールのリサイクル能力を日産150トンと定めています。米国では州レベルの規制があり、PV廃棄物管理に特化した連邦規制は存在しないです。太陽光発電産業の拡大に伴い、持続可能なPV廃棄物管理の必要性はますます高まっています。

政府の取り組み

ソーラーパネルリサイクル市場は、政府の政策やイニシアティブによって牽引されると予想されます。米国では太陽エネルギーが大きく成長しているため、使用済みソーラーパネルの量が増加しています。政府の政策は、使用済みソーラーパネルから貴重な材料を回収する可能性を認識しています。パネルのリサイクルは、埋立地への負担を減らし、リサイクル部門での雇用機会も生み出します。

国際再生可能エネルギー機関(International Renewable Energy Agency)は、2030年までに使用済みパネルから回収される原材料の総額は全世界で約4億5,000万米ドルになり、これは約6,000万枚の新しいパネルを生産するのに必要な原材料費に匹敵すると予測しています。さらに、EUもインドも、太陽エネルギーの大幅な生産能力に焦点を当てた野心的な再生可能エネルギー目標を設定しています。

例えばインドは、2022年までに地上太陽光発電システムを6,000万kW、屋上太陽光発電システムを4,000万kW導入し、2030年までに再生可能エネルギーの総容量目標を4,500万kWとすることを目指しています。この目標が太陽エネルギー分野の成長を促し、リサイクルを必要とする使用済みソーラーパネルの増加につながります。

増大する廃棄物に対する高いコストと不十分なリサイクル能力

ソーラーパネルのリサイクル市場は、ソーラーパネルのリサイクル能力の増大による影響を受けており、より多くのパネルが寿命を迎えるにつれて予想される廃棄物の急増に対応する準備が整っていないです。インフラが不足していることが大きな課題となっています。ソーラーパネルのリサイクルに投資する経済的インセンティブは、歴史的に弱いです。パネルには銀のような貴重な物質が少量含まれているが、その大部分は価値の低いガラスでできています。そのため、リサイクルには経済的な魅力がないです。

さらに、IEEFAによると、ソーラーパネル1枚のリサイクルにかかるコストは20~30米ドルと推定され、埋立地に送るコスト(わずか1~2米ドル)よりもはるかに高いです。このコスト差は、リサイクルの意欲を削ぐ。また、ソーラーパネルを収集し、リサイクル施設まで輸送するのにもコストがかかります。輸送コストは、リサイクルにかかる全体的な費用の一因となります。

目次

第1章 調査手法と調査範囲

第2章 定義と概要

第3章 エグゼクティブサマリー

第4章 市場力学

  • 影響要因
    • 促進要因
      • ソーラーパネルリサイクルの重要性の高まり
      • 政府の取り組み
    • 抑制要因
      • 増大する廃棄物に対する高コストと不十分なリサイクル能力
    • 機会
    • 影響分析

第5章 産業分析

  • ポーターのファイブフォース分析
  • サプライチェーン分析
  • 価格分析
  • 規制分析
  • ロシア・ウクライナ戦争分析
  • DMI意見

第6章 COVID-19分析

第7章 プロセス別

  • メカニカル
  • レーザー
  • サーマル

第8章 パネル別

  • 単結晶シリコン
  • 多結晶
  • 薄膜
  • アモルファス

第9章 地域別

  • 北米
    • 米国
    • カナダ
    • メキシコ
  • 欧州
    • ドイツ
    • 英国
    • フランス
    • イタリア
    • ロシア
    • その他の欧州
  • 南米
    • ブラジル
    • アルゼンチン
    • その他の南米
  • アジア太平洋
    • 中国
    • インド
    • 日本
    • オーストラリア
    • その他のアジア太平洋
  • 中東・アフリカ

第10章 競合情勢

  • 競合シナリオ
  • 市況/シェア分析
  • M&A分析

第11章 企業プロファイル

  • Recycle Solar Technologies
  • Silcontel
  • First Solar
  • Veolia
  • Reclaim PV
  • Echo Environmental
  • Silicontel Ltd
  • Cleanlites
  • Rinovasol Group
  • SMA Solar Technology

第12章 付録

目次
Product Code: ICT7158

Overview

Global Solar Panel Recycling Market reached US$ 155.5 million in 2022 and is expected to reach US$ 419.6 million by 2030, growing with a CAGR of 13.3% during the forecast period 2023-2030.

The solar panel recycling market is experiencing significant growth globally driven by the increasing installation of photovoltaic technology and the growing push towards sustainable waste management. Rapid expansion of PV market globally, the management of end-of-life PV modules has become a crucial issue for maintaining the positive environmental impacts of this clean energy source.

Furthermore, the PV modules having an approximate lifespan of 30 years, the rise in PV deployment lead to projected increase in the number of modules reaching their end of useful life. A report by the International Energy Agency Photovoltaic Power Systems Programme (IEA PVPS) and the International Renewable Energy Agency estimated that waste PV modules globally could account to 1.7-8.0 million tons cumulatively by 2030 and 60-78 million tons cumulatively by 2050.

In addition, the solar panel recycling market is witnessing a focus on the principles of reduce, reuse and recycle, with recycling emerging as a vital option to manage the growing volume of waste PV modules sustainably. Asia-Pacific is largest growing region in the solar panel recycling market which is driven by the rapid expansion of solar power capacity in the region. As renewable energy takes substantial stage in the global energy sector, Asia-Pacific is supposed to witness significant growth in photovoltaic systems.

Further decreasing costs of PV technology as per analysts projecting costs as low as US$ 0.42 per watt by 2050, have increased construction activity across Asian countries. Also, China and Vietnam are the major nations in this solar revolution, with China expected to add over 300 GW of solar capacity by 2021. As part of the global solar power capacity expansion, Asia is playing a major role and this growth will create a substantial market for solar panel recycling.

Dynamics

Growing Importance of Solar Panel Recycling

The solar panel recycling market is expected to be driven with a focus on addressing the increasing volume of end-of-life PV modules globally. According to IEA PVSP report, under a regular loss scenario, an estimated 1.7 million tons of PV module waste are expected by 2030 and around 60 million tons are anticipated by 2050. In an early loss scenario, these numbers could increase to 8 million tons by 2030 and 78 million tons by 2050.

France collected 4,905 tons of PV waste in 2019, marking significant growth from previous years. Nonprofit organization Soren manages PV module waste in France, including collection and recycling. New PV recycling facilities were launched in 2021, with more expected in 2022. Also, Australia has introduced mandatory regulations in the state of Victoria and Japan has published guidelines for proper end-of-life treatment.

Furthermore, Various U.S. states have introduced regulations to encourage PV module recycling capacity expansion. For instance, First Solar which is the world's largest PV recycler, has a recycling capacity of 150 metric tons per day for its thin-film CdTe PV modules. With state-level regulations, there is no federal regulation specific to PV waste management in U.S. The need for sustainable PV waste management is becoming more critical as the solar industry expands.

Government Initiatives

The solar panel recycling market is expected to be driven with the government policies and initiatives. The major growth of solar energy in U.S. made an increasing volume of end-of-life solar panels. Government policies recognize the potential for recovering valuable materials from end-of-life solar panels. The recycling of panels decreases the pressure on landfills and also creates job opportunities in the recycling sector.

International Renewable Energy Agency projected that by 2030, the combined value of recovered raw materials from end-of-life panels globally will be about US$ 450 million which is equal to the cost of raw materials needed to produce approximately 60 million new panels. Furthermore, both the EU and India have set ambitious renewable energy targets with the focus on substantial capacities for solar energy.

India, for instance, aims to install 60 GW of ground solar systems and 40 GW of rooftop solar by 2022, with a total renewable energy capacity target of 450 GW by 2030. The targets drive the growth of the solar energy sector which leads to an increase in end-of-life solar panels that need recycling.

High Costs and Insufficient Recycling Capacity for Growing Waste

The solar panel recycling market is impacted by the increasing capacity for recycling solar panels and the market is not prepared to handle the expected surge in waste as more panels reach the end of their lifespan. It is the major challenge as because of the lack of infrastructure. The financial incentive to invest in solar panel recycling has historically been weak. While panels contain small amounts of valuable materials like silver, they are predominantly made of low-value glass. It makes recycling less economically attractive.

Furthermore, according to IEEFA the cost of recycling a single solar panel is estimated to be between US$ 20 and US US$30, significantly higher than the cost of sending it to a landfill, which is only US$ 1 to US$ US$2 . It cost disparity discourages recycling efforts. Also, collecting and transporting solar panels to recycling facilities can be costly, especially if the panels are widely dispersed across various locations. The transportation costs contribute to the overall expense of recycling.

Segment Analysis

The global solar panel recycling market is segmented based on process, panel and region.

Mechanical Recycling Dominates Solar Panel Recycling

Mechanical solar panel recycling holds the largest segment in the recycling process. Advanced mechanical recycling methods can recover up to 99% of raw materials at an impressive rate of one solar panel per 40 seconds. Current methods, like First Solar's recycling process, are capable of reusing approximately 90% of the semiconductor material and 90% of the glass in its modules. However, access to these facilities remains limited for most solar customers at this time.

An Italian consortium, La Mia Energia, has developed a PV module recycling process known as the Photo Voltaic Panel Mobile Recycling Device, which boasts an impressive recovery rate of nearly 99% of raw materials. The key feature of this technique is its remarkable speed, taking just about 40 seconds to fully recycle a standard panel, depending on its size and the conditions at the recycling site.This process distinguishes itself from conventional thermo-Laser panel recycling methods by employing a series of patented mechanical steps.

Geographical Penetration

Asia-Pacific Leads Solar Panel Recycling Market Growth

Asia-Pacific is the largest region in solar panel recycling market, driven by the rapid expansion is expected to lead to a substantial increase in the decommissioning of aging equipment. It is estimated that China will dumps approximately 250 GW of solar panels and 280 GW of wind turbines by 2040, necessitating effective recycling solutions. As China leads the way in adopting these recycling measures, it sets an example for other Asia-Pacific countries to follow, driving growth in the solar panel recycling market across the region.

Furthermore, India's Ministry of New and Renewable Energy has taken significant steps by including solar modules and solar cells under the e-Waste Management Rules 2022. It move imposes responsibilities on producers for managing and recycling solar industry waste. Such regulations are expected to increase awareness and encourage the recycling of solar panels throughout their lifecycle. The industry has the potential to become a "Sunrise" sector, with estimates suggesting that the solar waste recycling business could surpass US$ 15 billion by the middle of the century. It growth could also contribute to the generation of more than 600 GW of green energy.

Competitive Landscape

The major global players in the market include: Recycle Solar Technologies, Silcontel, First Solar, Veolia, Reclaim PV, Echo Environmental, Silicontel ltd, Cleanlites , Rinovasol Group, SMA Solar Technology.

COVID-19 Impact Analysis

COVID-19 pandemic made a major impact on the solar panel recycling market. As a result of the pandemic, many solar panel recycling facilities have been forced to downsize their operations and lay off key employees. In addition, the restrictions on travel and movement due to the pandemic have disrupted the international supply chain of materials and other necessary components for solar panel recycling.

It caused a shortage of materials and components, resulting in increased costs. Furthermore, the economic crisis caused by the pandemic has decreased the demand for solar panel recycling materials, affecting the industry's profitability and sustainability. The reduced demand for recycled material has caused an increase in the volume of solar panels going to landfill, resulting in an increase in environmental strain and pollution.

Russia-Ukraine War Impact

The war between Russia and Ukraine had a big impact on the recycling of solar panels. It caused a lot of problems like economic issues and disruptions in how things are made and traded in both countries. Because of this, fewer solar panels were recycled and the major players in the region have seeing other alternatives.

One of the key repercussions of this conflict was a decline in the demand for materials essential in the manufacturing of solar panels. The economic activity in the region slowed down, causing a decreased need for these materials. It economic downturn made it increasingly challenging for solar panel manufacturers to obtain the necessary resources, resulting in higher production costs for new panels. The elevated production costs further strained the solar panel recycling market.

By Process

  • Mechanical
  • Laser
  • Thermal

By Panel

  • Monocrystalline Silicon
  • Polycrystalline
  • Thin-Film
  • Amorphous

By Region

  • North America
    • U.S.
    • Canada
    • Mexico
  • Europe
    • Germany
    • UK
    • France
    • Italy
    • Russia
    • Rest of Europe
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Asia-Pacific
    • China
    • India
    • Japan
    • Australia
    • Rest of Asia-Pacific
  • Middle East and Africa

Key Developments

  • In June 2022, a new startup called Solarcycle secured US$ 6.6 million in venture capital funding for its ambitious goal of recycling 95% of high-value content from solar panels. It development comes as U.S. solar industry is expected to resume its rapid installation of solar panels, aligning with the Biden administration's target to transition the nation's electrical grid to 100 percent renewable power by 2035.
  • In July 2023, Japanese conglomerate Marubeni Corporation and Osaka-based industrial group Hamada jointly established Rexia Corporation, a company dedicated to providing solar panel recycling and reuse services in Japan. Rexia's services encompass the sale, purchase and disposal of used solar panels, with the aim of diverting materials from landfills and extending the lifespan of older panels.
  • In July 2023, the research team at UNSW Sydney has developed a new and environmentally friendly solar panel recycling process that significantly improves the recovery of valuable silver and other materials from photovoltaic (PV) panels. It patented sieving process aims to address the growing problem of PV waste and the need for more efficient recycling methods.

Why Purchase the Report?

  • To visualize the global solar panel recycling market segmentation based on process, panel and region, as well as understand key commercial assets and players.
  • Identify commercial opportunities by analyzing trends and co-development.
  • Excel data sheet with numerous data points of solar panel recycling market-level with all segments.
  • PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
  • Product mapping available as excel consisting of key products of all the major players.

The global solar panel recycling market report would provide approximately 53 tables, 48 figures and 182 Pages.

Target Audience 2023

  • Manufacturers/ Buyers
  • Industry Investors/Investment Bankers
  • Research Professionals
  • Emerging Companies

Table of Contents

1. Methodology and Scope

  • 1.1. Research Methodology
  • 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

  • 3.1. Snippet by Process
  • 3.2. Snippet by Panel
  • 3.3. Snippet by Region

4. Dynamics

  • 4.1. Impacting Factors
    • 4.1.1. Drivers
      • 4.1.1.1. Growing Importance of Solar Panel Recycling
      • 4.1.1.2. Government Initiatives
    • 4.1.2. Restraints
      • 4.1.2.1. High Costs and Insufficient Recycling Capacity for Growing Waste
    • 4.1.3. Opportunity
    • 4.1.4. Impact Analysis

5. Industry Analysis

  • 5.1. Porter's Five Force Analysis
  • 5.2. Supply Chain Analysis
  • 5.3. Pricing Analysis
  • 5.4. Regulatory Analysis
  • 5.5. Russia - Ukraine War Analysis
  • 5.6. DMI Opinion

6. COVID-19 Analysis

  • 6.1. Analysis of COVID-19
    • 6.1.1. Scenario Before COVID
    • 6.1.2. Scenario During COVID
    • 6.1.3. Scenario Post COVID
  • 6.2. Pricing Dynamics Amid COVID-19
  • 6.3. Demand-Supply Spectrum
  • 6.4. Government Initiatives Related to the Market During Pandemic
  • 6.5. Manufacturers Strategic Initiatives
  • 6.6. Conclusion

7. By Process

  • 7.1. Introduction
    • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
    • 7.1.2. Market Attractiveness Index, By Process
  • 7.2. Mechanical*
    • 7.2.1. Introduction
    • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 7.3. Laser
  • 7.4. Thermal

8. By Panel

  • 8.1. Introduction
    • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
    • 8.1.2. Market Attractiveness Index, By Panel
  • 8.2. Monocrystalline Silicon*
    • 8.2.1. Introduction
    • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
  • 8.3. Polycrystalline
  • 8.4. Thin-Film
  • 8.5. Amorphous

9. By Region

  • 9.1. Introduction
    • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
    • 9.1.2. Market Attractiveness Index, By Region
  • 9.2. North America
    • 9.2.1. Introduction
    • 9.2.2. Key Region-Specific Dynamics
    • 9.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
    • 9.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
    • 9.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.2.5.1. U.S.
      • 9.2.5.2. Canada
      • 9.2.5.3. Mexico
  • 9.3. Europe
    • 9.3.1. Introduction
    • 9.3.2. Key Region-Specific Dynamics
    • 9.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
    • 9.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
    • 9.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.3.5.1. Germany
      • 9.3.5.2. UK
      • 9.3.5.3. France
      • 9.3.5.4. Italy
      • 9.3.5.5. Russia
      • 9.3.5.6. Rest of Europe
  • 9.4. South America
    • 9.4.1. Introduction
    • 9.4.2. Key Region-Specific Dynamics
    • 9.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
    • 9.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
    • 9.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.4.5.1. Brazil
      • 9.4.5.2. Argentina
      • 9.4.5.3. Rest of South America
  • 9.5. Asia-Pacific
    • 9.5.1. Introduction
    • 9.5.2. Key Region-Specific Dynamics
    • 9.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
    • 9.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel
    • 9.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
      • 9.5.5.1. China
      • 9.5.5.2. India
      • 9.5.5.3. Japan
      • 9.5.5.4. Australia
      • 9.5.5.5. Rest of Asia-Pacific
  • 9.6. Middle East and Africa
    • 9.6.1. Introduction
    • 9.6.2. Key Region-Specific Dynamics
    • 9.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Process
    • 9.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Panel

10. Competitive Landscape

  • 10.1. Competitive Scenario
  • 10.2. Market Positioning/Share Analysis
  • 10.3. Mergers and Acquisitions Analysis

11. Company Profiles

  • 11.1. Recycle Solar Technologies*
    • 11.1.1. Company Overview
    • 11.1.2. Product Portfolio and Description
    • 11.1.3. Financial Overview
    • 11.1.4. Key Developments
  • 11.2. Silcontel
  • 11.3. First Solar
  • 11.4. Veolia
  • 11.5. Reclaim PV
  • 11.6. Echo Environmental
  • 11.7. Silicontel Ltd
  • 11.8. Cleanlites
  • 11.9. Rinovasol Group
  • 11.10. SMA Solar Technology

LIST NOT EXHAUSTIVE

12. Appendix

  • 12.1. About Us and Services
  • 12.2. Contact Us