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太陽エネルギー市場-成長、動向、および予測(2021年~2026年)

Solar Energy Market - Growth, Trends, COVID-19 Impact, and Forecasts (2021 - 2026)

出版日: | 発行: Mordor Intelligence Pvt Ltd | ページ情報: 英文 363 Pages | 納期: 2-3営業日

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太陽エネルギー市場-成長、動向、および予測(2021年~2026年)
出版日: 2021年07月01日
発行: Mordor Intelligence Pvt Ltd
ページ情報: 英文 363 Pages
納期: 2-3営業日
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  • 概要
  • 目次
概要

世界の太陽エネルギーの市場規模は、2020年から2025年の間に17%を超えるCAGRで拡大すると予測されています。気候変動に対する懸念の高まりや、大気汚染の健康への影響、エネルギー安全保障、エネルギーアクセス、最近の不安定な石油価格などの要因が、再生可能エネルギーなどの代替的低炭素技術オプションを生産して使用する必要性をもたらし、それが予測期間中に市場の成長を牽引するとみられています。さらに、世界中のさまざまな国の政府による手厚い政策、太陽光発電(PV)モジュールの減少、および関連するシステム価格と世界の製造能力の増加が市場を拡大する見込みです。しかし、天然ガスのコスト削減がガス火力発電所の発電経済性の向上につながることから、市場の成長が阻害される可能性があります。

太陽光発電(PV)セグメントは、2019年以降のプロジェクトにおいて太陽エネルギー設備容量全体の98%以上を占める大きなシェアを有することから、予測期間中に最大かつ最も急成長するセグメントになると期待されています。

さまざまな国際機関や地域によるエネルギー部門の二酸化炭素排出量削減と脱炭素化の動きによって、2030年までに総エネルギーミクスの約13%を太陽光発電が占めると予想され、2,000GWを超える設備容量となる見込みです。これが市場のプレーヤーにとって様々な機会を創出することになります。

アジア太平洋地域は最大の市場になるとみられており、中国、インドなどの国々が需要の大半を占めています。

当レポートでは、太陽エネルギー市場について調査し、市場の概要とともに、テクノロジー別、地域別の動向、および市場に参入する企業のプロファイルなどを提供しています。

目次

第1章 イントロダクション

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 市場概要

  • イントロダクション
  • 世界の再生可能エネルギーミックス:2019
  • 2025年までの太陽エネルギー設備容量と予測(GW)
  • 最近の動向と発展
  • 政府の政策と規制
  • 市場力学
    • 促進要因
    • 抑制要因
  • サプライチェーン分析
  • ポーターのファイブフォース分析

第5章 市場セグメンテーション

  • テクノロジー別
    • 太陽光発電(PV)
    • 集光型太陽光発電(CSP)
  • 地域別
    • 北米
    • 欧州
    • アジア太平洋
    • 南米
    • 中東・アフリカ

第6章 競合情勢

  • 合併と買収、合弁事業、連携、協定
  • 主要企業が採用する戦略
  • 企業プロファイル
    • Canadian Solar Inc.
    • JinkoSolar Holding Co., Ltd
    • Trina Solar Co Ltd
    • SunPower Corporation
    • LONGi Green Energy Technology Co Ltd
    • First Solar, Inc.
    • JA Solar Holding
    • Abengoa SA
    • Acciona SA
    • Brightsource Energy Inc.
    • Engie SA
    • SolarReserve LLC
    • ACWA Power
    • Torresol Energy
    • Abros Green
    • Hanwha Q Cells Co.Ltd

第7章 市場機会と将来動向

目次
Product Code: 71528

The global solar energy installed capacity registered to be 728 GW and is estimated to be 1,645 gigawatts (GW) in 2026, and it is expected to grow at a CAGR of 13.78% from 2021 to 2026. With the COVID-19 pandemic in 2020, the global solar energy market did not witness any direct significant impact. In fact, many countries ramped up solar panel production and shipment, with several projects put into operation during Q3 and Q4. Factors, such as declining prices and installation costs for solar PV and favorable government policies, are expected to drive the solar energy market during the forecast period. However, the rising adoption of alternate renewable sources, such as wind, is expected to restrain the market's growth.

  • Due to its high installations share, the solar photovoltaic (PV) segment is expected to dominate the solar energy market during the forecast period.
  • An increase in off-grid solar utilization due to decreasing cost of solar PV equipment and a supportive global initiative to eliminate the carbon-emission is expected to create several opportunities for the market in the future.
  • Due to its increasing solar installations, the Asia-Pacific region has dominated the solar energy market in the past few years and is expected to be the largest and fastest-growing region in the solar energy market during the forecast period.

Key Market Trends

Solar Photovoltaic (PV) Expected to be the Largest Market Segment

  • Solar photovoltaic (PV) is expected to account for the largest annual capacity additions for renewables, well above wind and hydro, for the next five years. The solar PV market has cut costs dramatically in the past six years through economies of scale. As the market was flooded with equipment, prices plummeted, and the cost of solar panels has dropped exponentially, leading to increased solar PV system installation. ​​
  • In recent years, utility-scale PV systems have dominated the PV market; however, distributed PV systems, mostly in commercial and industrial sectors, have become essential in many countries due to their favorable economics; when combined with increased self-consumption. The ongoing cost reduction of PV systems favors the increasing off-grid markets, in turn, driving the solar PV market.
  • Further, the ground-mounted utility-scale solar PV systems are expected to dominate the market during the forecast year. The ground-mounted utility-scale solar accounted for about 64% of the solar PV installed capacity in 2019, led majorly by China and India. This is supported by the fact that large volumes of utility-scale solar are much simpler to deploy than creating a distributed PV rooftop market.
  • In April 2020, the world's largest solar wafer manufacturer, LONGi Group, which manufactures mono products, announced its plan to expand mono ingot/wafer capacity from 42 GW at the end of 2019 to 75 GW by the end of 2020, accelerating and boosting its earlier plans which were for 65 GW by the end of 2021. Hence, a paradigm shift to mono c-Si from multi c-Si has created several opportunities for the market players in the previous years.
  • In June 2020, Adani Green Energy won the world's largest single bid for solar installation of 8 GW to be delivered by the end of 2025. The project is estimated to have a total investment of USD 6 billion and is expected to displace 900 million tonnes of CO2 from the environment in its lifetime. Based on the award agreement, the 8 GW of solar development projects will be implemented over the next five years. The first 2 GW of generation capacity will come online by 2022, and the subsequent 6 GW capacity will be added in 2 GW annual increments through 2025.
  • Therefore, owing to the above points, the solar photovoltaic (PV) segment is likely to dominate the solar energy market during the forecast period.

Asia-Pacific Expected to Dominate the Market

  • Asia Pacific, in recent years, has been the primary market for solar energy installations. With an additional installed capacity of around 78.01 GW in 2020, the region has a market share of about 58% of the global solar power installed capacity.
  • The Levelized Cost of Energy (LCOE) for solar PV in the last decade reduced by more than 88%, because of which developing countries in the region, such as Indonesia, Malaysia, and Vietnam, saw an increase in solar installation capacity in their total energy mix.
  • China is the major contributor to the solar energy market growth in the Asia-Pacific region and globally. After the decrease in installed capacity addition in 2019 to only 30.05 GW, China recovered in 2020 and contributed an additional installed capacity of around 48.2 GW of solar power.
  • In July 2020, India commissioned a 750 MW Rewa solar project in Madhya Pradesh. The Rewa Ultra Mega Solar Power comprises three solar generating units, each with a 250 MW capacity. The project is implemented by Rewa Ultra Mega Solar (RUMSL), a joint venture of Madhya Pradesh UrjaVikas Nigam (MPUVN), and Solar Energy Corporation of India (SECI). RUMSL was provided central financial assistance of INR1.38 billion for the project development.
  • In January 2020, the State electricity company of Indonesia, PLN's Pembangkitan Jawa Bali (PJB) unit, announced its plans to construct a USD 129 million Cirata floating solar power plant in West Java by 2021, with the support from Abu Dhabi-based renewables firm Masdar. The companies are expected to kick off the development of the 145-megawatt (MW) Cirata floating solar photovoltaic (PV) power plant in February 2020, when PLN signed a power purchase agreement (PPA) with Masdar. In its first stage of development, the Cirata plant is expected to have a capacity of 50 MW. Further, the capacity is expected to increase to 145 MW by 2022.
  • Therefore, owing to the above points, Asia-Pacific is expected to dominate the solar energy market during the forecast period.

Competitive Landscape

The solar energy market is fragmented. Some of the key players in the market include Canadian Solar Inc., JinkoSolar Holding Co. Ltd, Trina Solar Co. Ltd, SunPower Corporation, First Solar Inc., and JA Solar Holding.

Reasons to Purchase this report:

  • The market estimate (ME) sheet in Excel format
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TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Global Renewable Energy Mix, 2020
  • 4.3 Solar Energy Installed Capacity and Forecast in GW, till 2026
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies and Regulations
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
    • 4.6.2 Restraints
  • 4.7 Supply Chain Analysis
  • 4.8 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitutes Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Technology
    • 5.1.1 Solar Photovoltaic (PV)
      • 5.1.1.1 Overview
      • 5.1.1.2 Solar Photovoltaic (PV) Installed Capacity and Forecast, in GW, till 2026
      • 5.1.1.3 Annual Solar PV Shipments in GW, till 2020
      • 5.1.1.4 Share of Solar PV Shipments (%), by Technology, 2020
      • 5.1.1.5 Average Selling Price of Solar PV Module in USD/W, till 2020
      • 5.1.1.6 Key Projects Information
    • 5.1.2 Concentrated Solar Power (CSP)
      • 5.1.2.1 Overview
      • 5.1.2.2 Concentrated Solar Power (CSP) Installed Capacity and Forecast in GW, till 2026
      • 5.1.2.3 Solar Thermal Capacity in Operation in GW, till 2019
      • 5.1.2.4 Share of Solar Thermal Installed Capacity (%), by Collector Type, 2019
      • 5.1.2.5 Key Projects Information
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Europe
    • 5.2.3 Asia Pacific
    • 5.2.4 South America
    • 5.2.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Canadian Solar Inc.
    • 6.3.2 JinkoSolar Holding Co. Ltd
    • 6.3.3 Trina Solar Ltd
    • 6.3.4 SunPower Corporation
    • 6.3.5 LONGi Green Energy Technology Co. Ltd
    • 6.3.6 First Solar Inc.
    • 6.3.7 JA Solar Holding
    • 6.3.8 Abengoa SA
    • 6.3.9 Acciona SA
    • 6.3.10 Brightsource Energy Inc.
    • 6.3.11 Engie SA
    • 6.3.12 NextEra Energy Inc.
    • 6.3.13 ACWA Power
    • 6.3.14 Sharp Corporation
    • 6.3.15 Grun leben GmbH
    • 6.3.16 Hanwha Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS