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世界の太陽光発電 (PV) 製造魅力指数:2015年

Global PV Manufacturing Attractiveness Index 2015 (PVMAX)

発行 Greentech Media Inc. 商品コード 342317
出版日 ページ情報 英文
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=102.18円で換算しております。
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世界の太陽光発電 (PV) 製造魅力指数:2015年 Global PV Manufacturing Attractiveness Index 2015 (PVMAX)
出版日: 2015年10月23日 ページ情報: 英文
概要

世界のソーラー市場は、太陽光発電 (PV) モジュールの過剰供給に慣れてきています。2012年〜2014年には、モジュール価格が下落しました。世界のPV需要は、今後5年間で大幅に増加し、2020年には135ギガワット市場になると予測されています。

当レポートでは、世界の太陽光発電 (PV) 製造魅力指数について取り上げ、ソーラー産業に必須な基準の要因とともに、より広範な製造エコシステムに関する要因について検証して、体系的な情報を提供しています。

第1章 イントロダクション

第2章 調査手法

第3章 全体的な結果

第4章 詳細分析

  • ビジネス環境
  • 需要への働きかけ
  • PV製造サポート
  • 全費用の競争力

第5章 結論

図表

目次

The global solar market has grown accustomed to a persistent oversupply of PV modules. But, two factors are changing that. First, consolidation and facility closures tightened the supply picture as module prices fell in 2012-2014. Second, global PV demand is expected to increase substantially over the next five years, leading to a 135 GW market in 2020. Even when accounting for already-planned module capacity additions, this could lead to a supply crunch toward the end of the decade, suggesting an opportunity for module suppliers to further expand production.

The most attractive countries for manufacturing have historically been the ones most competitive on all-in costs. This is now changing. Ready access to the most sizable demand has become a more pressing priority. Moving beyond input-driven cost reductions, manufacturers are also focusing on technology innovation to reduce production costs, as well as to improve module efficiencies. They are much more interested in understanding the kind of manufacturing support they can get from a country. A healthy business environment that can ease new plant development is also being considered more favorably.

Global PVMAX Top 10 Country Rankings

This report provides a PV manufacturing attractiveness index (PVMAX) for countries around the world, factoring in criteria fundamental to the solar industry as well as pertaining to the broader manufacturing ecosystem. It is meant to help manufacturers select their next site and enable countries to improve their standing. The index focuses on a shortlist of 50 countries selected on the basis of demand availability and experience with high-tech manufacturing. These 50 countries have been assessed for PV manufacturing attractiveness based on their business environment, access to demand, PV manufacturing, and all-in costs.

Other countries covered include (not a comprehensive list):

  • Australia
  • Brazil
  • Egypt
  • Indonesia
  • Japan
  • Mexico
  • The Netherlands
  • Poland
  • Portugal
  • Romania
  • Saudi Arabia
  • South Africa
  • Spain
  • Turkey
  • Vietnam

About the Author

Mohit Anand, Senior Analyst, Solar.

Mohit Anand is a Senior Analyst at GTM research focusing on the global solar upstream market. With previous experience covering the demand dynamics and downstream procurement strategies in emerging markets like India, Mohit analyzes the competitive forces and sales growth criteria that determine the success of module manufacturers globally. Before joining GTM, he participated in the early stages of growth of the Indian solar industry by setting up a solar market intelligence team, advising project developers on new solar business models, and consulting international companies on their market success strategies. Mohit holds a BA in Economics from St. Xavier's College, Mumbai, a Master in International Studies from the National University of Singapore, and a Master in Public Administration from the Harvard Kennedy School of Government.

Table of Contents

1. Executive Summary

  • 1.1. Introduction
  • 1.2. The PV Manufacturing Attractiveness Index
  • 1.3. Key Findings

2. Methodology

3. Oveall Results

4. Detailed Analysis

  • 4.1. Business Environment
  • 4.2. Access to Demand
  • 4.3. PV Manufacturing Support
  • 4.4. All-In Cost-Conpetiveness

5. Conclusion

List of Figures:

  • Figure 1.1: Module Excess Capacity Ration
  • Figure 1.2: Global Share of New Module Manufacturing Capacity (in MW) Announced Year-to-Date
  • Figure 1.3: Global PVe Manufacturing Attractiveness Index: Top 10 Country Rankings
  • Figure 1.4: Index Categories and 2016 Expected Module Manufacturing Capacity
  • Figure 3.1: Manufacturing Attractiveness Index
  • Figure 3.2: Shares of Attractiveness Measures in Total Attractiveness
  • Figure 3.3: Overall Attractiveness Relative to Cost-Competitiveness Given Domestic Market Size
  • Figure 3.4: Overall Attractiveness Relative to PV Manufacturing Support Given Domestic Market Size
  • Figure 4.1: Business Environment Compared to Overall Attractiveness
  • Figure 4.2: Business Environment Scores
  • Figure 4.3: Business Environment Sub-Measure Scores Across Top Domestic Demand Markets
  • Figure 4.4: Access to Demand Compared to Overall Attractiveness
  • Figure 4.5: Access to Demand Scores
  • Figure 4.6: Access to Demand Sub-Measure Scores Accross Top Domestic Demand Markets
  • Figure 4.7: PV Manufacturing Support Compared to Overall Attractiveness
  • Figure 4.8: PV Manufacturing Support Scores
  • Figure 4.9: Manufacturing Attractiveness Sub-Measure Scores Across Top Domestic Demand Markets
  • Figure 4.10: All-In Cost-Competiveness Compared to Overall Attractiveness
  • Figure 4.11: All-In Cost-Competiveness
  • Figure 4.12: All-In Cost-Competiveness Sub-Measure Scores Across Top Domestic Demand Markets
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