市場調査レポート

欧州の太陽光発電市場および戦略:2011〜2025年

Europe Solar PV Markets and Strategies: 2011-2025

発行 IHS Emerging Energy Research 商品コード 214669
出版日 ページ情報 英文
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=101.50円で換算しております。
Back to Top
欧州の太陽光発電市場および戦略:2011〜2025年 Europe Solar PV Markets and Strategies: 2011-2025
出版日: 2011年09月21日 ページ情報: 英文
概要

欧州の太陽光発電市場は近年の爆発的な成長を経験し、2013年にかけ大きく変換するとみられています。2010年に12.9GWという記録的容量を追加しましたが、2011年にはさらに15GWを追加し、総額450億ユーロの投資となります。しかし2012年にはこの追加容量も激減し、年5.3GWという持続可能なペースに安定し、2025年までには118GWとなる見込みです。

当報告書では、欧州の太陽光発電市場の環境と太陽光発電の普及動向、成熟市場、拡大市場、新興市場の発展動向、参入企業の競合プロファイルと戦略などを交え、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 欧州太陽光発電市場環境

  • 政策が欧州のPV環境を形成
    • 不安定な奨励環境が不確実な市場を創出
    • 国の再生可能エネルギー法がPVへの野望を実証
  • EUの太陽光発電市場環境
    • 太陽光資源
    • 法規制メカニズム
    • 認可
    • グリッド接続
  • 経済環境
    • プロジェクト財政
    • 欧州の投資銀行が今後の成長の鍵
    • コストと競合性

第3章 欧州の太陽光発電市場予測

  • 予測方法
  • 欧州電力市場予測
  • 欧州の太陽電池開発における歴史的実績
  • 欧州の太陽電池容量予測
    • 地域別追加容量
    • サイトセグメンテーション予測
    • サイズセグメンテーション予測

第4章 欧州太陽光発電市場のセグメンテーション

  • 市場発展動向
  • 成熟した欧州市場におけるPVの発展
    • ドイツ
  • 拡大する欧州市場におけるPVの発展
    • イタリア
    • フランス
    • スペイン
    • チェコ
    • ベルギー
    • ギリシャ
  • 新興市場におけるPVの発展
    • ブルガリア
    • スロバキア
    • スロベニア
    • オーストリア
    • ポルトガル
    • トルコ
    • 英国
    • その他の市場機会

第5章 欧州の太陽電池開発の競合分析

  • 欧州の太陽電池開発環境
    • バリューチェーン
    • 開発業者動向
  • 欧州の太陽電池開発業者ランキング
  • 競合戦略
    • 開発業者戦略
    • 大型システムEPC動向
    • 開発業者と資産業務動向
  • IPPプロファイル
  • システムインテグレータプロファイル
  • 投資家プロファイル
  • 技術プロモータプロファイル
  • ユーティリティプロファイル

第6章 欧州太陽電池技術供給競合分析

  • 太陽電池技術供給環境
  • コスト分析
  • サプライチェーンセグメンテーション
  • モジュール製造業者プロファイル
    • Canadian Solar
    • First Solar
    • Hanwha SolarOne
    • LDK Solar
    • Sharp
    • Solar World
    • SunPower
    • SunTech
    • Trina Solar
    • Yingli

図表

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

Europe' s bubbling solar photovoltaic (PV) market is on the verge of bursting after recent years of explosive growth, setting the scene for significant transformation through 2013. After adding a record 12.9 GW of capacity in 2010, Europe PV developers are forecast to add another 15 GW in 2011, for a total investment of € 45 billion. This peak represents a turning point, as additions will likely drop sharply in 2012 to stabilize at a more sustainable pace of 5.3 GW per year, totaling 118 GW of installed PV capacity by 2025.

As a result of this boom and bust, Europe' s PV development landscape is shifting at a rapid pace. Better financed, more experienced players are gaining a foothold in an oversupplied market while new development opportunities are dwindling.

A new study from IHS Emerging Energy Research, Europe Solar PV Markets and Strategies: 2011 - 2025, analyzes the shifting European PV market landscape, assessing the factors pushing Europe solar PV deployment, identifying development opportunities, and evaluating the strategies of developers, system integrators, and utilities.

  • Feed -in tariff (FIT) cuts and expiring incentives inflate short -term megawatts as developers rush to connect projects: The 30 GW of PV capacity installed in Europe to date demonstrates the role of strong regulatory support, as well as the volatility that arises when policymakers fail to keep pace with PV' s dynamic cost evolution
  • Italy poised to overtake Germany as biggest PV market. With over 17 GW of PV installed, Germany remains the engine of long -term PV growth, but momentum is growing across Europe. Italy, fueled by rapid policy shifts, is likely to add 8 GW in 2011, surpassing Germany as the world' s biggest market. As markets shift quickly, system integrators and investors are seeking out crossborder opportunities.
  • Europe PV suppliers struggle with margins as prices continue their descent: Dropping PV module and inverter prices have increased investment momentum in 2011. Asian competition is intensifying, tightening margins for Europe -based component suppliers. On the system level, Germany is at the forefront of cost reductions, with its streamlined development process and extensive manufacturing experience.
  • Mergers and acquisitions intensify as diverse competitors tap FIT returns: Financial players are strengthening their presence in Southern European markets, chasing down operating PV assets with secure returns. Meanwhile, PV companies with weakening financial structures are becoming targets for entrenched power players testing their mettle in the utility -scale PV sector.

Exhibit: Europe Solar PV Feed-in Tariffs Evolution: 2004 - 2011

Source: IHS Emerging Energy Research

STUDY HIGHLIGHTS:

Europe PV Market Snapshots

  • Maturing: Germany
  • Scaling: Italy, France, Spain, Czech

Republic, Belgium, Greece

  • Emerging: Bulgaria, Slovakia, Slovenia, Austria, Portugal, Turkey, United Kingdom

Europe PV Market Forecasts Through 2025

  • Europe PV Market Forecasts
  • German PV Forecasts
  • Southern Europe PV Forecasts
  • Northern Europe PV Forecasts
  • Central and Eastern Europe PV Forecasts

Competitive Analysis of Europe PV Developer Landscape

  • Developer Strategies and Rankings
  • Analysis of Europe PV Development Landscape Analysis

Competitive Analysis of Europe PV Supply Landscape

  • Technology Cost Analysis
  • PV Supply Chain in Focus (Module Suppliers, Inverter Market, Tracker Market)

Europe Solar PV Strategy Profiles

  • Top Developers
  • System Integrators
  • Technology Promoters
  • Profiles of Asian Suppliers

Europe PV Market Drivers and Inhibitors

  • Europe Renewable Policy Outlook
  • PV Cost Trends
  • Grid Connection

Table of Contents

I. EXECUTIVE SUMMARY

1. Europe PV Market Environment and Development Trends

  • Europe PV System Costs Converging with Reduced Incentives
  • Regulatory Focus Drives Rooftop Installations

2. Europe PV Developer Competitive Analysis

  • Large -Scale PV Positions in Transition
  • Europe' s Top 30 PV Developers Thrive on Experience, Timely Projects
  • Entrenched Players Drive International Expansion

3. Europe PV Supply Landscape

  • Ramp -Up in Module Production Drives Oversupply Market
  • Inverter Market Sees New Entries
  • Tracker Market Hinges on Ground -Based Opportunities

4. Europe PV Capacity Forecasts

II. EUROPE SOLAR PV MARKET ENVIRONMENT

1. Policy Shapes Europe' s PV Landscape

  • Unstable Incentive Environment Creates Uncertain Market
  • National Renewable Energy Action Plans Demonstrate Solar PV Ambitions

2. EU PV Market Landscape

  • Solar Resources
  • Regulatory Mechanisms
  • Permitting
  • Grid Connection

3. Economic Environment

  • Solar PV Project Finance
  • European Investment Bank Key to Continued PV Growth
  • PV' s Cost -Competitiveness

III. EUROPE SOLAR PV MARKET FORECASTS

1. Forecast Methodology

2. Underlying European Power Market Assumptions

3. Historical Trends in European PV Development

4. Europe PV Capacity Forecasts

  • Regional Capacity Additions
    • Germany Continues to Anchor the Solar Market
    • Developers Feast on Italy' s Generous Feed-in Tariff
    • Southern Europe Volatility Puts Market Below Potential
    • Northern Europe Takes Small Steps
    • Central and Eastern Europe See Inconsistent Growth
  • Siting Segmentation Forecasts
  • Size Segmentation Forecasts

IV. EUROPE SOLAR PV MARKET SEGMENTATION

1. Market Development Trends

  • Regulatory Focus Drives Rooftop Installations
  • Utility -Scale Systems Expand to Commercial Rooftops
  • Land Availability Defines Markets

2. PV Development in Maturing European Markets

  • Germany
    • Germany Moves Toward Stability
    • Nuclear Phase -Out Sets Foundation to Reach Long -Term Objective
    • Demand for Conversion Land Brings New Record -Size Systems
    • Rooftops Drive German Marke

3. PV Development in Scaling European Markets

  • Italy
    • IV Conto Energia Secures PV Growth, But Upholds Volatility
    • Cap on Large -scale Systems Shakes Developers
    • Small -Scale Installations Provide Engine for Future Growth
  • France
    • Restricted Tariffs and Tender Rein In Agitated Market
    • Near -Term Growth Outlook Remains Optimistic
  • Spain
    • Regulatory Roller Coaster Shackles Spain' s PV Market
    • Harnessed Market Under Cap Regime
    • Quota Has Forced a Shift to the Rooftop Market
  • Czech Republic
    • Market in Limbo After Regulatory Backlash
  • Belgium
    • Flanders Driving Belgian Market Activity
    • Commercial Rooftop Market Opportunities Wan
  • Greece
    • New Permitting Procedure Scales PV Activity
    • Financing Concerns Constrain Build -Out

4. PV Development in Emerging European Markets

  • Bulgaria
  • Slovakia
  • Slovenia
  • Austria
  • Portugal
  • Turkey
  • United Kingdom
  • Other PV Market Opportunities

V. EUROPE SOLAR PV DEVELOPER COMPETITIVE ANALYSIS

1. Solar PV Development Landscape

  • The Solar PV Value Chain
    • Large -Scale PV Positions are in Transition
  • Solar PV Developer Trends
    • Entrenched Players Drive International Expansion
    • Tapping into Commercial and Industrial Roofs
    • Opportune Players Scale Up Plant Sizes

2. Europe Solar PV Developer Rankings

  • Europe' s Top 30 PV Developers Thrive on Experience, Timely Projects
  • Italy' s Aspirations Shape Europe PV Pipeline

3. Competitive Strategies

  • Solar PV Developer Strategies System Integrators Prepare for Market Shift
    • Technology Promoters Push Excess Supply
    • Solar PV Investors Take Stakes in PV Development
    • Utilities Substantiate PV Commitment
    • IPP -Driven Development in PV Remains Limited
  • Large System EPC Trends
    • Large System EPC Segment Dominance up for Grabs
  • Developer and Assets Transaction Trends

4. Europe Solar PV IPP Profiles

  • AES Solar Energy
  • Akuo Energy Group
  • Société Séchilienne -Sidec
  • Sorgenia

5. Europe Solar PV System Integrator Profiles

  • Belectric
  • Colexon Energy
  • Conergy AG
  • Enfinity
  • Gehrlicher Solar
  • Gestamp Solar
  • GP Joule
  • IBC Solar
  • juwi solar
  • Montealto Energia
  • OPDE
  • Phoenix Solar
  • S.A.G. Solarstrom
  • Scatec Solar
  • Solarhybrid
  • Solarig
  • SunEdison
  • TerniEnergia
  • Tozzi Renewable Energy (TRE)
  • 9REN

6. Europe Solar PV Investor Profiles

  • Fotowatio Renewable Ventures (FRV)
  • T-Solar
  • Terna Spa

7. Europe Solar PV Technology Promoter Profiles

  • GSF
  • Q -Cells
  • Solon
  • SunPower Corporation

Europe Solar PV Utility Profiles

  • EDF Energies Nouvelles (EDF EN)
  • Enel Green Power
  • E.ON
  • PPC Renewables

VI. EUROPE SOLAR PV TECHNOLOGY SUPPLY COMPETITIVE ANALYSIS

1. Solar PV Technology Supply Trends

2. PV Cost Analysis

  • Europe PV System Costs Converging With Reduced Incentives
  • PV Module Price Trends

3. PV Supply Chain Segmentation

  • Multiple Drivers Reshape Module Market
    • Ramp -up in Production Drives Oversupply Market
    • Continued Evolution of Thin Film and Emerging Technologies
    • European Manufacturers Struggle to Sustain Advantages of In -Market Manufacturing
    • Module Manufacturers Carve -Out Space in Rooftop Market
  • Inverter Market Sees New Entries
    • Consolidated Supply Landscape
  • Tracker Market Hinges on Ground -Based Opportunities
    • Product Developments Address Tracker Concerns
    • Integrated Solar Players Dominate the Tracker Landscape

4. PV Module Manufacturer Profiles

  • Canadian Solar
  • First Solar
  • Hanwha SolarOne
  • LDK Solar
  • Sharp
  • Solar World
  • SunPower
  • SunTech
  • Trina Solar
  • Yingli

LIST OF EXHIBITS

I. EXECUTIVE SUMMARY

  • 1. Europe Solar PV Feed -in Tariff Evolution: 2004 - 2011
  • 2. Country Status in Meeting NREAP Solar PV Targets
  • 3. System Cost Trends by Country
  • 4. Evolution of PV Siting: 2008 - 2016
  • 5. Developers with >1% Market Share of Utility - Scale Capacity Additions
  • 6. Large -Scale PV Market Segmentation by PV Project Developer Type
  • 7. Top 30 Europe Solar PV Developers by Additions: 2010 - H1 2011 (MW)
  • 8. Top 30 PV Developers' Market Distribution: 2010 - 1H 2011
  • 9. Global Module and Inverter Production Capacity: 2010 - 2011
  • 10. PV Module Price Trends: 2009 - 2011
  • 11. Europe PV Forecasts: 2011 - 2025

II. EUROPE SOLAR PV MARKET ENVIRONMENT

  • 1. Europe Solar PV Feed -in Tariff Evolution: 2004 - 2011
  • 2. Renewable Power Generation Cost Trends
  • 3. PV Incentive Overview
  • 4. Country Status in Meeting NREAP Solar PV Targets
  • 5. Solar Market Maturity Landscape
  • 6. Europe Solar Resources
  • 7. Europe Policy Overview
  • 8. Solar PV Permitting
  • 9. Solar PV Grid Connection
  • 10. European Investment Bank Financing of Solar PV: 2010 - H1 2011

III. EUROPE SOLAR PV MARKET FORECASTS

  • 1. Forecasted 2025 vs. 2010 PV Market Landscape, Cumulative Installed Capacity
  • 2. IHS EER Three -Phase Forecast Methodology Overview
  • 3. Europe PV Forecast Core Assumptions
  • 4. Installed Capacity by Country
  • 5. Europe PV Forecasts: 2011 - 2025
  • 6. Germany PV Forecasts
  • 7. Italy PV Forecasts
  • 8. Southern Europe PV Forecasts (Excluding Italy)
  • 9. Northern Europe PV Forecasts
  • 10. Central and Eastern Europe PV Forecasts
  • 11. Siting Segmentation Forecast in the Top 10 Markets: 2008 - 2016
  • 12. Size segmentation Forecast in the Top 10 Markets: 2008 - 2016

IV. EUROPE SOLAR PV MARKET SEGMENTATION

  • 1. Europe Solar PV Market Maturity Curve: 2010
  • 2. Europe Rooftop Solar PV Incentives by Country
  • 3. Europe Markets Segmented per Site
  • 4. Europe Solar Market Trends in Project Size
  • 5. Germany Solar PV Market Snapshot
  • 6. Evolution of Germany' s FIT
  • 7. Germany Monthly PV Additions: 2009 - 2011
  • 8. Germany Solar PV Additions By Size and Region: 2009 - H1 2011
  • 9. Germany Solar PV Site Segmentation
  • 10. Italy Solar PV Country Snapshot
  • 11. Italy IV Conto Energia Planned Incentive Levels: 2011 - 2013
  • 12. Italy Solar PV Additions by Region: 2010
  • 13. Italy Solar PV Size and Site Segmentation
  • 14. France Solar PV Country Snapshot
  • 15. France Solar PV Size and Site Segmentation
  • 16. France Solar PV Installed Capacity by Region
  • 17. Spain Solar PV Country Snapshot
  • 18. Evolution of Quarterly Pre -Registration in Spain
  • 19. Czech Republic Solar PV Country Snapshot
  • 20. Belgium Solar PV Country Snapshot
  • 21. Monthly Trends in Flanders PV Installations
  • 22. Flanders Solar PV Size Segmentation: 2009 - 2011
  • 23. Greece Solar PV Country Snapshot
  • 24. Greece Solar PV Regional Segmentation
  • 25. Greece PV Pipeline Permitting Evolution
  • 26. Bulgaria Solar PV Country Snapshot
  • 27. Slovakia Solar PV Country Snapshot
  • 28. Slovenia Solar PV Country Snapshot
  • 29. Austria Country Snapshot
  • 30. Turkey Renewables Incentives
  • 31. UK Country Snapshot
  • 32. The UK PV Market Size Distribution

V. EUROPE SOLAR PV DEVELOPER COMPETITIVE ANALYSIS

  • 1. Largest 30 Developers' Share of Annual Capacity Additions
  • 2. Developers With >1% Market Share of Utility -Scale Capacity Additions
  • 3. PV Developers in the PV Value Chain
  • 4. Large -Scale PV Market Segmentation by PV Project Developer Type
  • 5. Top 30 PV Developers' Market Distribution: 2010 - 1H 2011
  • 6. PV Developers with Largest Rooftop Portfolios: 2010 - 1H 2011
  • 7. Top 15 Large Rooftop Agreements: 2010 - 2011
  • 8. Top Developers PV Projects Sized 20 MW and Above
  • 9. Top 30 Europe Solar PV Developers by Additions: 2010 - 1H 2011
  • 10. Europe PV Announced Pipelines
  • 11. Europe Solar PV Value Chain
  • 12. Share of EPC for Third -Party Developers in Total Systems Constructed: 2010 - 1H 2011
  • 13. Utility PV Ownership: Year -end 2010
  • 14. Large EPC Providers' Capacity Additions in Projects >1 MW: 2010
  • 15. Europe PV Downstream Transactions: 2010 - 2011

VI. EUROPE SOLAR PV TECHNOLOGY SUPPLY COMPETITIVE ANALYSIS

  • 1. PV System and Key Component Trends
  • 2. Global Module and Inverter Production Capacity: 2010 - 2011
  • 3. Top Module Manufacturers Average Selling Price vs. Efficiency
  • 4. PV System Costs
  • 5. PV System Cost Trends by Country
  • 6. PV Module Cost Trends: 2009 - 2011
  • 7. Top 15 Module Suppliers to Europe 2010
  • 8. Product Positioning of Top 15 Module Suppliers
  • 9. Top PV Module Manufacturers by Production Capacity: 2010 - 2011
  • 10. Module Manufacturers with China Government -Backed Funding
  • 11. Top 10 Thin Film Producers: 2010 and 2011 Production Estimates
  • 12. In -Market Manufacturing in Key Europe PV Markets
  • 13. Inverters Shipped to Europe in 2010
  • 14. Inverter Production Capacity: 2011
  • 15. Ground -Based PV Tracker Deployment in Key EU Markets
  • 16. Land Requirement for PV Systems With and Without Trackers
  • 17. 2010 Europe Tracker Suppliers Market Share
  • 18. Tracker Manufacturers: Value Chain and Technology
Back to Top