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マイクロインバーター・DCオプティマイザーの市場環境:ニッチ市場から成功した市場への進化

The Microinverter and DC Optimizer Landscape 2014: The Evolution From Market Niche to Market Success

発行 Greentech Media Inc. 商品コード 297926
出版日 ページ情報 英文
納期: 即日から翌営業日
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マイクロインバーター・DCオプティマイザーの市場環境:ニッチ市場から成功した市場への進化 The Microinverter and DC Optimizer Landscape 2014: The Evolution From Market Niche to Market Success
出版日: 2014年01月29日 ページ情報: 英文
概要

マイクロインバーターとDCオプティマイザー(併せて「モジュールレベル・パワーエレクトロニクス(MLPE)」と呼ばれています)は、太陽電池産業の中でも最も新しく、最も急速に成長してる分野の一つです。本格的な生産が始まって4年後の2013年には、年間生産量が1GW分、累計生産能力が2GW分にまで達しました。最初は住宅向けのニッチ市場だと考えられていたMLPE市場でしたが、持続的に成長し続け、DCオプティマイザーを中心に、現在では市場の半分が商用向け市場となっています。同時に、メーカー各社は製品コストの引き下げにも成功しています。現在は上位3社で総出荷量の88%を占めていますが、新規企業も次々に参入しており、2013年にはベンチャーキャピタルや公的資本(多国籍企業を除く)から6億米ドル以上の投資を受け入れました。市場成長率は当初の予想ほどではないですが、それでも世界の太陽電池市場でもっとも活発な分野となっています。

当レポートでは、全世界のモジュールレベル・パワーエレクトロニクス(以下MLPE)市場−−マイクロインバーターおよびDCオプティマイザーの市場−−について分析し、その価値命題やコスト・便益構造、市場競争の動向、今後の成長見通し、地域別の詳細な市場動向などを調査・推計して、その結果を概略以下の構成でお届けします。

第1章 イントロダクション

  • 分散的最適化技術の定義と分類

第2章 モジュールレベル・エレクトロニクスの価値命題

  • ミスマッチ解消により生じるエネルギー収量の増加
  • 設計の柔軟性
  • 設計の単純性
  • 電気的SOB(システムバランス)および関連労働力の軽減
  • インバーターの設計改善とコスト削減
  • モジュールレベルでのモニタリング・運用保守(O&M)・その他の性能要因
  • 製品の信頼性からシステムの利用可能性へ
  • 安全性の改善

第3章 モジュールレベル・パワーエレクトロニクス(MLPE)の全体的なコスト便益分析

第4章 導入の障害

  • 一括払い価格
  • 倒産
  • 高度な電力網一体化能力と認証
  • 設置工事用の労働力
  • モジュール企業からのスマートモジュールの仕入れ
  • 競争環境

第5章 モジュールの一体化:現状と主導的企業

  • 概要
  • モジュール企業
  • バリューチェーンの促進要因
  • パートナーの選定基準
  • 本当の一体化をその他から区別する
  • 現在の/将来的なMLPEモジュール・パートナーシップ

第6章 MLPEの競争環境:サプライヤー・生存企業・業界への主な疑問

  • サプライヤー各社と最新の出荷動向
  • 競争環境の評価:市場のポジショニングと戦略
  • 市場の勢いと成長見通し:MLPEの市場構造はどうなっているのか
  • 岐路に立つMLPE:成長市場に関する主な疑問
  • 照明されたモデルの拡張:MLPE市場の拡大に関する主な疑問

第7章 全世界および各地域の市場予測

  • MLPEの世界市場の予測
  • 北米
  • アジア太平洋地域(APAC)
  • 欧州
  • ラテンアメリカおよびその他の国々の市場

第8章 企業プロファイル

  • Ampt
  • APS
  • Draker/Solar Power Technologies
  • Empower Micro
  • Enphase Energy
  • Enecsys
  • I-Energy
  • LG Electronics
  • Petra Solar
  • Power-One
  • ReneSola
  • SMA
  • SolarBridge
  • SolarEdge
  • Sparq Systems
  • Tigo Energy
  • Volterra Semiconductors/Maxim Integrated

付録

  • MLPEベンダーの生産能力・出荷量

分析対象企業(計17社)

図表一覧

目次

Microinverters and DC optimizers (collectively known as module-level power electronics, or MLPE) comprise one of the newest and fastest-growing sectors in the solar industry. The product segment surpassed 1 GW of annual volume and over 2 GW of cumulative installed capacity in 2013, just four years after the first contemporary products entered the market. While initially considered a niche solution for residential or shaded rooftops, the category has consistently expanded its appeal, to the point where nearly half of the MLPE category's volume is in the commercial-scale market, particularly for DC optimizers. The modulelevel electronics providers have done this by evolving their value proposition while simultaneously reducing product costs.

Thus far, the landscape has been dominated by a few players -- Enphase Energy and SolarEdge Technologies, with Tigo Energy a distant third - accounting for 88% of capacity shipped in 2013. Yet, new players are joining every day, many with significant venture or private backing. At the end of 2013, the distributed optimization market had been fueled by over $600 million of venture and public capital - not including internal corporate development - even though it still accounts for just 2.5% of the overall PV market. While the growth of the space has surpassed expectations, it remains one of the most hotly contested sectors in solar: skeptics still dismiss the overall value of the products, while the bulk of industry discussion has turned to where, and how much, the sector will evolve.

Module-Level Power Electronics Taxonomy

Source: GTM Research

At over 130 pages, this new report describes the MLPE market's transition into its second chapter. In it, incumbent companies are initiating growth strategies as a new group of well-funded competitors enter the space. The report analyzes the value proposition and cost-benefits of module-level power electronics, provides a competitive landscape of the market, and forecasts growth globally and by region.

SAMPLE FIGURES

Residential Microinverter System and Operational Savings,
2014 Aggressive Scenario

Source: GTM Research

Global MLPE Shipments (MW) by Technology, 2012-2017

Source: GTM Research

Table of Contents

1. Introduction

  • 1.1. Defining and Categorizing Distributed Optimization

2. The Value Proposition of Module-Level Electronics

  • 2.1. Increased Energy Yield From Mismatch Mitigation
  • 2.2. Design Flexibility
  • 2.3. Design Simplicity
  • 2.4. Reduction of Electrical Balance of Systems and Associated Labor
  • 2.5. Improved Inverter Design and Reduced Cost
  • 2.6. Module-Level Monitoring, O&M and Other Performance Factors
  • 2.7. From Product Reliability to System Availability
  • 2.8. Improved Safety

3. Total Cost-Benefit of Module-Level Power Electronics

4. Barriers to Adoption

  • 4.1. Upfront Pricing
  • 4.2. Bankability
  • 4.3. Advanced Grid Integration Compatibility and Certification
  • 4.4. Installation Labor
  • 4.5. Buy-In From Module Companies for Smart Modules
  • 4.6. Competitive Landscape

5. Module Integration: Status and Leaders

  • 5.1. Overview
  • 5.2. Module Players
  • 5.3. Value Chain Drivers
  • 5.4. Partner Selection Criteria
  • 5.5. Separating True Integration from the Rest
  • 5.6. Existing and Prospective MLPE-Module Partnerships

6. The MLPE Competitive Landscape: Suppliers, Survivors and Key Questions for the Industry

  • 6.1. Suppliers and Shipments in 2013
  • 6.2. Evaluating the Competitive Landscape - Market Positioning and Strategy
  • 6.3. Market Momentum and Growth Prospects - How MLPE Competitors Stack
  • 6.4. MLPE at a Crossroads - Key Questions for the Evolving Market
  • 6.5. Pushing Forward a Proven Model - Key Questions for Expanding the MLPE Market

7. Regional and Global Forecasts

  • 7.1. Global MLPE Forecasts
  • 7.2. North America
  • 7.3. Asia-Pacific (APAC)
  • 7.4. Europe
  • 7.5. Latin America and Other Emerging Markets

8. Company Profiles

  • 8.1. Ampt
  • 8.2. APS
  • 8.3. Draker/Solar Power Technologies
  • 8.4. Empower Micro
  • 8.5. Enphase Energy
  • 8.6. Enecsys
  • 8.7. I-Energy
  • 8.8. LG Electronics
  • 8.9. Petra Solar
  • 8.10. Power-One
  • 8.11. ReneSola
  • 8.12. SMA
  • 8.13. SolarBridge
  • 8.14. SolarEdge
  • 8.15. Sparq Systems
  • 8.16. Tigo Energy
  • 8.17. Volterra Semiconductors/Maxim Integrated

Appendices

  • A. MLPE Vendor Capacity and Unit Shipments, 2013

COMPANIES PROFILED IN THE REPORT INCLUDE:

  • Ampt
  • APS
  • Draker / Solar Power Technologies
  • Empower Micro
  • Enphase Energy
  • Enecsys
  • I-Energy
  • LG Electronics
  • Petra Solar
  • Power-One
  • ReneSola
  • SMA
  • SolarBridge
  • SolarEdge
  • Sparq Systems
  • Tigo Energy
  • Volterra Semiconductors / Maxim Integrated

LIST OF FIGURES

1. Introduction

  • Active Module-Level Power Electronics Providers and Investments
  • Dormant and Exited Module-Level Power Electronics Firms (as of Q3 2013)
  • Distributed Optimization Topologies
  • DC Optimizer Design Implementation and Benefits
  • Module-Level Power Electronics Feature Set Versus Relative Cost
  • Standalone Microinverter, AC Module (Frame Attached) and AC Module (Embedded)

2. The Value Proposition of Module-Level Electronics

  • First-Generation and Second-Generation Value Proposition of MLPE, In Approximate Order of Importance
  • Normalized Energy Recovery in Shaded Systems, Microinverter Versus String Inverter
  • 300 kW Array and Location of Shade Object
  • Shading Loss Simulations From Various Obstructions Near 300 kW Array
  • Monthly Shading Losses From Large-Tree Shading
  • Expected Mismatched Losses Based on Module Power Tolerance Range
  • Thermal Mismatch on Residential PV Array
  • Distribution of Varying Module Degradation Rates
  • System Design and Engineering Savings Opportunities
  • System Design With Zero-Tolerance Shade Rule
  • System Expansion Example by Shade Tolerance Rate
  • Marginal Productivity of Increases in System Size (Shaded Array, With and Without Module-Level Electronics)
  • Expansion Economics for 1 MW project With 10% Expansion
  • System Design and Engineering Savings Opportunities
  • Voltage Limiting by DC Optimizers
  • MLPE Electrical Balance-of-Systems Benefits and Costs
  • Inverter Power Boosting Through DC Optimizers
  • Certified and Actively Investigated Boosted Inverters With DC Optimizers
  • Residential Module-Level Monitoring
  • Voltage Fingerprint of Module With Arc Fault
  • String and Sub-Array Monitoring Adoption Rates by Main Country and Segment, 2012

3. Total Cost-Benefit of Module-Level Power Electronics

  • Factory-Gate Prices for Standalone Microinverters and DC Optimizers, 2012-2017E
  • Module-Level Power Electronics Factory-Gate Prices in $/Wac, 2011-2016E
  • Volume Factory-Gate Pricing for Inverter by Product Segment (Adjusted to Wac), 2013
  • Module-Level Power Electronics: First-Order Pros and Cons
  • Upfront Costs and Savings for Microinverter Utilization in Residential Systems
  • Potential Lifetime Costs and Savings for Microinverters
  • Residential Microinverter Installation System and Operational Costs and Savings, Aggressive Scenario for U.S. System in 2014
  • DC Optimizer Commercial Installation Upfront System Costs and Savings
  • DC Optimizer Commercial Installation Lifetime Costs and Savings
  • Large Commercial DC Optimization Installation System and Operational Costs and Savings, Aggressive Scenario for U.S. System in 2014

4. Barriers to Adoption

  • Penetration of Inverter Technology in Third-Party-Owned Systems in California, 2009-2012
  • Components of Bankability for Module-Level Power Electronics

5. Module Integration: Status and Leaders

  • Criteria for Selecting Module-Embedded Electronics Partner
  • Maxim/Volterra Optimizer Circuit Board
  • PhonoSolar AC Module With Attached Enphase Microinverter
  • List of Module/Module-Level Power Electronics Partnerships

6. The MLPE Competitive Landscape: Suppliers, Survivors and Key Questions for the Industry

  • Global Market Share of Top MLPE Suppliers by Capacity Shipped (MWac), 2013
  • Global Market Share of Top MLPE Suppliers by Units Shipped, 2013
  • Global Market Share of Top Microinverter Suppliers by Shipments (MWac), 2013
  • Global Market Share of Top DC Optimizer Suppliers by Shipments (MWdc), 2013
  • Module-Level Power Electronics Taxonomy
  • Relative Competitiveness of Module-Level Power Electronics Players
  • MLPE Growth-Share Matrix
  • Commercially Available, Fully-Integrated AC module or smart module
  • Microinverter Pricing premium versus Residential and Small Commercial Inverters, 2009 - 2013
  • DC optimizer with Residential Inverter Pricing premium versus Residential and Small Commercial Inverters, 2009 - 2013
  • Communications for MLPE Providers: Required or Optional
  • Screenshot of Enphase's ArrayGun Mobile App
  • Major Global Regulations Addressing High Penetration Distributed PV

7. Regional and Global Forecasts

  • Global PV Demand by Market Addressability for MLPE Technologies, 2012-2017
  • Global MLPE Shipments (MW) by Technology, 2012-2017
  • Global MLPE Market Value by Technology, 2012-2017
  • Global MLPE Shipments (MW) by Region, 2012-2017
  • Global Microinverter Shipments (MWac) by System Size Segmentation, 2012-2017
  • Global Microinverter Shipments (MWac) by Region, 2012-2017
  • Global DC Optimizer Shipments (MWdc) by System Size Segmentation, 2012-2017
  • Global DC Optimizer Shipments (MWdc) by Region, 2012-2017
  • North America MLPE Shipments and Penetration by Technology, 2012-2017
  • North America MLPE Shipments (MW) by Market Segment, 2012-2017
  • North America Microinverter Shipments (MWac) by System Size Segmentation, 2012-2017
  • North America DC Optimizer Shipments (MWdc) by System Size Segmentation, 2012-2017
  • Asia-Pacific Installed Capacity by Country, 2012-2017
  • Asia-Pacific MLPE Shipments (MW) by System Size Segmentation, 2012-2017
  • Asia-Pacific Microinverter Shipments (MWac) by System Size Segmentation, 2012-2017
  • Asia-Pacific DC Optimizer Shipments (MWdc) by System Size Segmentation, 2012-2017
  • Europe MLPE Shipments (MW) by System Size Segmentation, 2012-2017
  • Europe vs. U.S. PV Inverter Pricing Comparison by Product and Vendor Type, Mid-Year 2013
  • Europe Microinverter Shipments (MWac) by System Size Segmentation, 2012-2017
  • Europe DC Optimizer Shipments (MWdc) by System Size Segmentation, 2012-2017
  • Latin America and Rest of World MLPE Shipments (MW) by System Size Segmentation, 2012-2017
  • Latin America and Rest of World MLPE Shipments (MW) by Technology, 2012-2017
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