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風力タービンのサプライチェーン戦略:2011〜2025年

Wind Turbine Supply Chain Strategies: 2011-2025

発行 IHS Emerging Energy Research 商品コード 203822
出版日 ページ情報 英文
納期: 即日から翌営業日
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風力タービンのサプライチェーン戦略:2011〜2025年 Wind Turbine Supply Chain Strategies: 2011-2025
出版日: 2011年07月11日 ページ情報: 英文
概要

世界の風力タービン市場は、成熟市場における受注件数の大幅減によりサプライチェーンの構造的変化が起きています。その結果、過剰容量がコンポーネントメーカーなどサプライチェーンに影響を及ぼしています。コンポーネントサプライヤーも、出力増加を目指したタービンサイズの大型化のニーズに対応するべく、同様な技術的課題に直面しています。

当レポートでは、競争が激化する世界の風力サプライチェーンの動向を分析し、風力タービンコンポーネント市場の動向、ブレード、ベアリング、ギアボックス、タワーなどのコンポーネント別動向などをまとめ、概略下記の構成でお届けいたします。

第1章 エグゼクティブサマリー

第2章 世界の風力タービン市場予測

  • 世界の風力発電予測:2011〜2025年
  • 世界のオンショア風力市場予測:2011〜2025年
  • 世界のオフショア風力市場予測:2011〜2025年

第3章 風力タービン部品市場動向と予測

  • 世界の風力タービン市場動向
  • 風力タービン製品および技術動向
  • 世界のタービンサイズ別市場予測
  • 風力タービン部品市場投資:2011〜2025年
  • 風力タービンコンポーネント市場投資

第4章 風力タービンOEMサプライチェーン戦略

  • 風力タービンOEMの競合分析
  • 部品サプライチェーンのポジショニング
  • 風力タービンOEMプロファイル
  • 新興の中国OEM
  • その他の新興OEM

第5章 風力タービンブレードの供給における競合動向

  • 風力タービンブレード供給動向
  • 地域別ブレード供給動向
  • ブレードサプライヤープロファイル

第6章 風力タービンギヤボックスの供給における競合動向

  • ギヤボックス供給動向
  • 地域別ギヤボックス供給動向
  • ギヤボックスサプライヤープロファイル

第7章 風力タービンベアリングの供給における競合動向

  • ベアリング供給動向
  • 地域別ベアリング供給動向
  • ベアリングサプライヤープロファイル

第8章 風力タービンタワーの供給における競合動向

  • 市場概要
  • タワー供給動向
  • 地域別タワー供給動向
  • タワーサプライヤープロファイル
    • 欧州
    • 北米
    • アジア

第9章 風力タービンジェネレータおよびパワーコンバータの供給における競合動向

  • ジェネレータ供給動向
  • 地域別ジェネレータ供給動向
  • パワーコンバータ供給動向
  • ジェネレータおよびパワーコンバータサプライヤープロファイル

このページに掲載されている内容は最新版と異なる場合があります。詳細はお問い合わせください。

目次

The global wind turbine market continues to undergo structural shifts along the supply chain due to a significant drop in wind turbine orders in mature markets. The resulting overcapacity has implications across the supply chain, challenging component manufacturers, whose strategies were defined in an era of growth and surging demand.

Component suppliers across the globe face similar technological challenges: meeting the needs of larger average turbine sizes while looking to increase output, reduce component size and weight, and facing reliability and logistical issues. Combined with growing competition and onerous global economic recovery, these companies have been met with mixed fortunes.

Wind Turbine Supply Chain Strategies: 2011 - 2025 is your guide for understanding shifts in the increasingly competitive global wind supply chain. This study analyzes wind turbine component market trends within the context of the global wind turbine industry, focusing on each of the main components: blades, bearings, gearboxes, towers, generators, and power converters.

IHS EER' s new study analyzes the following trends:

  • Asia becomes new focus of supply chain: In a highly competitive, oversupplied global wind market, a growing number of entrenched players have begun to shift production to Asia to capture growing opportunities. Last year, the region accounted for nearly 55% of all wind turbine capacity deliveries, 88% of which were to China. Consequently, Chinese and Indian wind markets are increasingly defining component player positioning; lower manufacturing costs, skilled labor, and higher productivity will allow component suppliers in these markets to serve Europe and North America.
  • Near-term uncertainty plagues European players: Several European tower and converter suppliers have become acquisition targets, while gearbox manufacturer Moventas recently filed for corporate restructuring. While the industry agrees that long-term market fundamentals remain and future expansion will occur, current volatility in local demand is casting doubts over how to ensure a return to growth after 2011.
  • North America suppliers squeezed: Pressed by wind turbine manufacturers to keep costs low, US component suppliers are grappling to cut costs and manage margin erosion as commodity prices continue to increase. While overcapacity exists in towers and blades, new investments continue to be made in generators and castings to fill a clear gap in domestic supply.

Exhibit: Wind Manufacturing Trends Overview

Source: IHS Emerging Energy Research

STUDY HIGHLIGHTS

Wind Supply Chain Positioning

  • Outsourcing
  • Market Fragmentation
  • Product Trends (1.5 MW to 3 MW)
  • Competition
  • Market Positioning

Wind Turbine OEM Supply Chain Strategies

  • Vertical Integration vs. Outsourcing
  • Product and Technology Strategies
  • Geographic Footprints
  • Wind Turbine OEM Production Strategies

Strategy Profiles

  • Wind Turbine OEMs
  • Emerging Chinese OEMs
  • Blade Manufacturers
  • Gearbox Suppliers
  • Bearings Suppliers
  • Tower Manufacturers
  • Generator and Power Converter Manufacturers

Global Wind Market Forecasts: 2011 - 2025

  • Onshore and Offshore
  • By Component
  • By Segment
  • Europe, North America, Asia Pacific

Supply Chain Trend Analysis

  • Component Supply Trends
  • Product and Technology Strategies
  • OEM Blade Market Trends
  • Bearing Market Trends
  • Gearbox Market Trends
  • Tower Market Trends
  • Generator and Power Converter Market Trends

Exhibit: Gearbox Supplier Competitive Positioning

Source: IHS Emerging Energy Research

Table of Contents

I. EXECUTIVE SUMMARY

II. GLOBAL WIND MARKET FORECASTS

  • 1. Global Wind Power Forecasts: 2011-2025
    • Annual Capacity Added to Surpass 67 GW in 2025
  • 2. Global Onshore Wind Market Forecasts: 2011-2025
    • Europe Onshore Wind
    • North America Onshore Wind
    • Asia Pacific Onshore Wind
    • Latin America Onshore Wind
    • Africa and Middle East Onshore Wind
  • 3. Global Offshore Wind Market Forecasts: 2011-2025
    • Europe Offshore Wind
    • North America Offshore Wind
    • Asia Pacific Offshore Wind

III. WIND TURBINE COMPONENT MARKET TRENDS AND FORECASTS

  • 1. Global Wind Turbine Market Trends
  • 2. Wind Turbine Product and Technology Trends
    • Average Turbine Size Continues to Scale Toward 2 MW
    • Vendors Adapt Their Dual-Product Strategy to Compete Globally
    • Market Potential and Internal R&D Capacities Defines Product Development
    • Generator Technology Upgrades Increase as Turbines Scale
    • Key Players Increase Direct-Drive Offer
    • Weight and Logistics Condition Generator Size Increase
    • Offshore Turbine Offerings to Increase as New Vendors Enter the Market
  • 3. Global Wind Turbine Market Forecasts by Turbine Size
    • Onshore Turbine Size Will Continue to Scale Up as Market Grows
    • Global Offshore Market Moving Toward 5 MW
  • 4. Wind Turbine Component Market Trends: 2011-2025
    • Wind Turbine Pricing Trends
    • O&M Focus Shifts to Component
    • Wind Turbine Blade Market Trends: 2011- 2025
    • Wind Turbine Gearbox Market Trends: 2011-2025
    • Wind Turbine Tower Market Trends: 2011-2025
    • Wind Turbine Generator Market Trends: 2011-2025
    • Wind Turbine Power Converter Market Trends: 2011-2025
  • 5. Wind Turbine Component Market Investment

IV. WIND TURBINE OEM SUPPLY CHAIN STRATEGIES

  • 1. Competitive Analysis of Wind Turbine OEMs
    • Product and Technology Strategies
    • Wind Turbine Manufacturing Strategies
      • Consolidated Europe Manufacturing Builds on Investments in Iberia, Offshore
      • OEMs Intensify Competitive North American Landscape
      • China Targeted in Asia Pacific Manufacturing Investments, Wind Industry Build-Out
  • 2. Component Supply Chain Positioning
    • Outsourcing Opportunities Are Redefined as Global Industry Expands
    • 1.5 MW to 2.5 MW Products Key to Competitiveness
    • Component Manufacturing Location Overview
      • Europe Leverages Germany, Spain Production Hubs
      • Rapid Component Expansion Has Mixed Results
      • China Extends Component Supply Reach
  • 3. Wind Turbine OEM Profiles
    • Acciona Windpower
    • Alstom Wind
    • AREVA Wind
    • Clipper Windpower
    • Dongfang Turbine Co.
    • Enercon GmbH
    • Fuhrlander AG
    • Gamesa Eolica SA
    • GE Energy
    • Mitsubishi Heavy Industries
    • Nordex AG
    • REpower Systems
    • Siemens Wind Power
    • Sinovel Wind Group Co.
    • Suzlon Energy
    • WinWinD Ltd.
    • Vestas Wind Systems
    • Xinjiang Goldwind Science & Technology
  • 4. Emerging Chinese OEMs
    • Baoding Huide Wind Power Engineering Co. (Baoding Huide)
    • Beijing Beizhong Steam Turbine Generator Co. (Beizhong)
    • CSIC Chongqing Haizhuang Windpower Equipment Co. (CSIC Haizhuang)
    • CSR Zhuzhou Electric Locomotive Research Institute (CSR ZELRI)
    • Envision Energy
    • Guangdong Mingyang Wind Power
    • Technology Co. (Mingyang)
    • Guodian United Power Technology Co. (Guodian United Power)
    • Hunan Hara XEMC Windpower Co. (Hunan Hara XEMC)
    • Jiangsu Xinyu Wind Power Equipment Co. Ltd (CPC New Unite)
    • Liaoning GaoKe Energy Group (A-Power/GaoKe)
    • Sewind Co.
    • Shenyang Huachuang Wind Energy Corp. (Huachuang)
    • Zhejiang Huayi Wind (HeWind)
    • Zhejiang Yunda (Windey) Wind Power Co.
  • 5. Other Emerging OEMs
    • BARD Holding
    • DeWind Co. (Daewoo)
    • Doosan Heavy Industries & Construction
    • e.n.o. Energy
    • Eolica del Zenete (EOZEN)
    • Hyosung Wind Power Holdings Co.
    • Hyundai Heavy Industries
    • IMPSA Wind
    • Kenersys
    • Leitwind
    • M.Torres Olvega Industrial
    • Northern Power Systems
    • Pioneer Power Solutions Inc
    • PowerWind GmbH
    • Samsung Heavy Industries
    • Unison Co.

V. COMPETITIVE TRENDS IN WIND TURBINE BLADE SUPPLY

  • 1. Wind Turbine Blade Supply Trends
    • Market Structure Shaped by Local and Global Players and In-House and Outsourcing
    • Blade Suppliers Adapt Their Strategies to Capture New Opportunities
    • Product Portfolio and Production Footprint Challenge Independent Blade Suppliers
  • 2. Regional Blade Supply Trends
    • Blade Supply Strategies in North America
    • Blade Supply Strategies in Europe
    • Blade Supply Strategies in China
  • 3. Blade Supplier Strategy Profiles
    • Aeroblade
    • Euros
    • Lianyungang Zhongfu Lianzhong
    • Composites Group (Zhongfu Lianzhong & SINOI)
    • LM Wind Power Blades (former LM Glasfiber)
    • Molded Fiber Glass Companies (MFG)
    • SGL Rotec
    • Shanghai FRP Research Institute (Shanghai FRP)
    • SINOMATECH Wind Power Blade Tecsis
    • Tianjin Dongqi Wind Turbine Blades
    • Engineering Co. (Tianjin Dongqi)
    • TPI Composites
    • Zhonghang (Baoding) Huiteng Windpower Equipment [HT Blade]

VI. COMPETITIVE TRENDS IN WIND TURBINE GEARBOX SUPPLY

  • 1. Gearbox Supply Trends
    • Large Supply Contracts Key for Expansion Plans
    • Production Capacity Increase and Product Scale Key to Serving the Industry
  • 2. Regional Gearbox Supply Trends
    • Gearbox Supply Strategies in North America
    • Gearbox Supply Strategies in Europe
    • Gearbox Supply Strategies in China
  • 3. Gearbox Supplier Strategy Profiles
    • Bosh Rexroth AG
    • Brevini Power Transmission
    • China High Speed Transmission Equipment
    • Group Co., Ltd. (CHSTE)
    • Chongqing Gearbox Co., Ltd.
    • Eickhoff Group
    • Hangzhou Advance Wind Power Gearbox Group
    • Hansen
    • Ishibashi Manufacturing Co., Ltd.
    • Jahnel-Kestermann Getriebewerke (JaKe)
    • Moventas Oy
    • Renk AG
    • Winergy AG
    • Zollern AG

VII. COMPETITIVE TRENDS IN WIND TURBINE BEARINGS SUPPLY

  • 1. Bearings Supply Trends
    • Manufacturing and Product Trends
  • 2. Regional Bearings Supply Trends
    • Bearings Supply Strategies in North America
    • Bearings Supply Strategies in Europe
    • Bearings Supply Strategies in China
  • 3. Bearings Supplier Strategy Profiles
    • Iljin Industrial Corp., Ltd. (Iljin)
    • IMO Group
    • Kaydon
    • Luoyang LYC Bearing Co.
    • NKE Bearings
    • NSK Corporation
    • NTN Corporation
    • RBC Bearings
    • Rollix
    • Rothe Erde Slewing Bearing
    • Schaeffler FAG
    • SKF
    • The Timken Company
    • Wafangdian Bearing Group Co., Ltd. (ZWZ)
    • Zhejiang Tianma Bearing Co., Ltd. (TMB)

VIII. COMPETITIVE TRENDS IN WIND TURBINE TOWER SUPPLY

  • 1. Tower Supply Market Overview
    • Tower Manufacturers Development Tied to OEM Strategies
  • 2. Tower Supply Trends
  • 3. Regional Tower Supply Trends
    • Tower Supply Strategies in North America
    • Tower Supply Strategies in Europe
    • Tower Supply Strategies in China
  • 4. Tower Supplier Strategy Profiles
    • Europe Tower Suppliers
      • Ambau Stahl- und Anlagenbau GmbH
      • Coiper (Construcciones y Montajes del Noroeste)
      • DS SM A/S
      • Gestamp Wind Steel
      • KGW Schweriner Maschinen- und Leucci Costruzioni SpA
      • Mabey Bridge Ltd
      • Marsh Wind Technology
      • Martifer Energy Systems
      • Ruukki
      • SAM Stahlturm- & Apparatebau (SAM)
      • Schaaf Industrie AG (SIAG)
      • Windar
      • North America Tower Suppliers
    • Ameron International
      • DMI Industries
      • Katana Summit
      • Trinity Structural Towers
      • Tower Tech Systems
      • Asia Tower Suppliers
      • CS Wind
      • Jilin Tianhe Wind Power Equipment Manufacture Co.
      • Qingdao Wuxiao Wind Electricity Equipment Co.
      • Shanghai Taisheng Wind Power Equipment Co.

IX. COMPETITIVE TRENDS IN WIND TURBINE GENERATOR AND POWER CONVERTER SUPPLY

  • 1. Generator Supply Trends
    • Major Turbine Manufacturers Diversify Their Suppliers as They Scale Portfolios
    • Suppliers Rely on Permanent Magnet and Large Products for Long-Term Competitiveness
  • 2. Regional Generator Supply Trends
    • Generator Supply Strategies in North America
    • Generator Supply Strategies in Europe
    • Generator Supply Strategies in China
  • 3. Power Converter Supply Trends
  • 4. Generator and Power Converter Supplier Profiles
    • ABB
    • American Superconductor Corp.
    • Converteam
    • Dalian Tianyuan Motors Co
    • Danotek Motion Technologies
    • Donfang Electrical Machinery Co (DFEM)
    • Elin Motoren GmbH
    • Ingeteam Corporacion SA
    • Lanzhou Eletric Corporation
    • Leroy-Somer
    • Schneider Electric
    • The Switch
    • PCS Power Converter Solutions
    • VEM Sachsenwerk GmbH
    • WindGen America
    • Winergy AG
    • Woodward SEG
    • Xantrex (Schneider Electric)
    • Yongji Xinshisu Electric Equipment Co (CNR)
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