表紙
市場調査レポート

世界のソーラーインバータ市場

Global Solar Inverter Markets

発行 SBI Energy (aka Specialist In Business Information) 商品コード 217045
出版日 ページ情報 英文 170 Pages
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世界のソーラーインバータ市場 Global Solar Inverter Markets
出版日: 2011年10月01日 ページ情報: 英文 170 Pages
概要

太陽光発電業界は過去10年、空前のブームとなり、世界中で再生可能エネルギー発電が盛んになりました。原油価格の高騰や環境意識の向上が多くの国々によりクリーンな代替エネルギー源の開発に取り組ませることになりました。2000年以降、太陽光発電の累積設置容量は延び続け、2010年には40GWに達し、2020年までに400GWになると予測されています。多くはドイツ、イタリア、チェコ、スペイン、フランス、ベルギー、ギリシャといった欧州に集中していますが、赤字相殺のための助成削減などが将来の市場に影響を及ぼすとみられています。今後10年で、太陽光発電市場の舞台は欧州から北米やアジアなどに移ると予測されています。

当レポートでは、世界の太陽光発電業界とインバータ市場について調査し、欧州、北米、アジアなどの地域別動向、中国市場の動向、参入企業のプロファイルなどをまとめ、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 太陽光発電コンポーネント:業界、市場および動向

  • 太陽光発電インバータ
  • マイクロインバータ
  • 電力最適化装置
  • ウエハ
  • ポリシリコン
  • 太陽電池・モジュール
  • コスト内訳
  • 新興市場分析
  • アジア諸国
  • ラテンアメリカとMENA
  • 供給需要シナリオ
    • ポリシリコン
    • モジュール
    • インバータ

第3章 太陽光発電業界とインバータ市場

  • 太陽光発電市場評価
  • 2010年以降の成長市場
  • 成長国市場シナリオ
    • 米国
    • カナダ
    • 日本
    • オーストラリア
    • 中国
    • インド
  • 2010年以降のEU市場
  • 2010年以降の世界市場
  • 世界市場の発展
  • マイクロインバータ、最適化装置
  • モジュールレベルパワーマネジメントソリューション
  • 市場動向
  • 業界成長に対するリスク
  • 地域別分析
  • 北米のPV市場:米国
  • EU市場
  • ドイツ
  • イタリア
  • チェコ
  • フランス
  • ベルギー
  • スペイン
  • ギリシャ

第4章 PVインバータとコンポーネント(電池・モジュール)業界動向

  • PVインバータ業界概要
  • 2010年以降の動向
  • PVインバータコンポーネント
  • 太陽電池
  • モジュール
  • 薄膜
  • PVコンポーネントの生産と出荷動向
  • 米国と中国の市場分析
  • 中国のPV生産
  • ポリシリコンの需給シナリオ
  • 法規制環境
  • PV助成プログラム
  • 顧客要求事項

第5章 競合プロファイル

  • SMA Solar Technology AG
  • KACO New Energy, Inc
  • Power - One
  • Danfoss Solar
  • Advanced Energy
  • Suntech Power
  • First Solar
  • JA Solar
  • Trina Solar
  • Yingli Solar
  • Satcon
  • Sunpower
目次
Product Code: SB6277134

The last decade witnessed an unprecedented boom in the Photovoltaic industry, leading to a rise in renewable energy generation the world over. Rising crude oil prices and growing environmental awareness prompted many economies to develop a cleaner alternative source of energy. Among renewable energy industries, the PV industry has been one of the fastest growing industries in the last decade with large scale installations in developed and developing economies. Since 2000, cumulative PV installations have grown at a CAGR of 35% reaching 40 GW in 2010, and we estimate the market to touch 400 GW by 2020. The majority of the installations are centered in EU countries with Germany, Italy, Czech Republic, Spain, France, Belgium and Greece constituting the major share. A series of restrictions by the governments and curtailing of subsidies to offset the growing budget deficits are likely to impact future growth in EU markets. In the next decade we expect a shift in PV growth markets to the non-EU countries of North America (US and Canada) and Asia, led by China and India.

PV components production and shipments grew in perfect correlation with the PV industry growth. The unsustainable industry growth of the last decade resulted in a widening supply and demand gap and rising prices. Technological changes and the emergence of disruptive technologies coupled with capacity expansions of major players led to falling prices of PV components.

Our report on the PV component market has a detailed analysis on PV cells, modules, wafers, polysilicon and inverters. The main focus of the study is on PV inverters, which is currently valued between $5.5- 5.8 Billion and we estimate the market to touch $7.5 Billion in 2015. This market research report also provides information on historical developments in PV inverter markets as well as on growth, size, volume of business and general trends in technological developments.

Table of Contents

Chapter 1 - Executive Summary

  • Micro-inverters
  • Power optimizers
    • Advantages of Micro-inverters and power optimizers
  • Wafers
  • Polysilicon
  • PV Cells/Modules
    • Table 1-1: Inverter Production Capacity 2011 (in MW)
  • Emerging Market Analysis
    • China
      • Figure 1-1: China PV Installations 2006 - 2015 (MW)
    • India
  • Rest of Asia
    • Malaysia
    • South Korea
    • Rest of Asia
    • Latin America & MENA (Middle East and North Africa)
  • Supply Demand Scenario
    • Figure 1-2: Polysilicon Spot Price Trends 2008 - 2015 ($/Kg)
  • Polysilicon
  • Modules
    • Figure 1-3: Average Selling Price Trends, Modules 2008 - 2015 ($/Kg)
    • Inverters
  • Photovoltaic Market Assessment
    • Table 1-2: Year on Year PV Installed Capacity, Major Countries and Rest of the world 2008-2010 (in MW)
    • Table 1-3: Cumulate PV Installed Capacity, Major Countries and Rest of the World 2008-2010 (in MW)
  • Growth Country Market Beyond 2010
    • Figure 1-4: Cumulative PV Installed Capacity of Growing Markets outside EU as of 2010 (in %)
  • Growth Country Market Scenario
    • USA
      • Figure 1-5: Forecasted (Cumulative) PV Installations in US 2011 - 2015 (in MW)
    • Canada
      • Figure 1-6: Forecasted (Cumulative) PV Installations in Canada 2011 - 2015 (in MW)
    • Japan
      • Figure 1-7: Forecasted (Cumulative) PV Installations in Japan 2011 - 2015 (in MW)
    • Australia
      • Figure 1-8: Forecasted (Cumulative) PV Installations in Australia 2011 - 2015 (in MW)
    • China
      • Figure 1-9: Forecasted (Cumulative) PV Installations in China 2011 - 2015 (in MW)
    • India
  • European Union Market
    • Table 1-4: Modest Forecasted Installations, Country wise, EU 2008 - 2015 (in MW)
    • Table 1-5: Accelerated Forecasted Installations, by Country, EU 2008 - 2015 (in MW)
  • Global Market Development
    • Figure 1-10: PV Inverter Production Growth 2006-2010 (in MW)
  • Micro Inverters and Optimizers
    • Figure 1-11: PV Micro Inverter Shipments 2010-2015 (in MW)
  • Module Level Power Management Solutions
  • Market Trends
    • Political Support
    • PV cost reductions
  • Risks to industry growth
  • North American PV Market - USA
    • Table 1-6: PV Components production capacity, USA 2011 (in MW)
    • Figure 1-12: US PV Inverter Market 2010 - 2015 (in MW)
    • Figure 1-13: US PV Inverter Market (Residential) 2010 - 2015 (in MW)
  • European Union Market
    • Germany
    • Italy
    • Czech Republic
    • France
    • Belgium
    • Spain
    • Greece
  • Changing tide, 2010 and beyond
    • Figure 1-14: Cumulate PV cell and module installed capacity 2006-2010 (in GW)
    • Figure 1-15: Cumulate PV cell and module shipments 2006-2010 (in GW)
    • Figure 1-16: PV shipments of leading players 2010 (in MW)
  • US Market Analysis
  • China PV Production
  • Polysilicon demand and supply scenario
    • Figure 1-17: Polysilicon production share 2011 (MT)
  • Regulatory Environment
  • PV Subsidy Programs
    • Germany
    • Italy
      • Table 1-7: Fourth Conta Energia (2011 - 12) Budget cost and Cumulative Installations
    • North America
    • Asian Countries
  • Customer Requirements
  • Value offerings
    • Owning and Operation cost
    • Asset Utilization
  • Technology Trends
  • Emerging Technologies
    • Concentrator PV Technologies (CPV)
    • Building Integrated Photovoltaics (BIPV)
  • Competitive profiles
    • Table 1-8: SMA Solar Technology AG
  • Corporate Background
  • Product and Brand Portfolio
    • Table 1-9: SMA' s Product and Brand portfolio of PV components
  • Performance
    • Figure 1-18: Annual Revenues of SMA Technology AG, 2006-2010 (in million euros)
    • Figure 1-19: Inverter Sales of SMA Technology AG, 2006-2010 (in MW)
  • Company News
    • Acquisitions
    • Outlook
    • Personnel Changes

Chapter 2 - Photovoltaic Components - Industry, Markets and Trends

  • Photovoltaic inverters
  • Micro-inverters
  • Power optimizers
    • Advantages of Micro-inverters and power optimizers
    • Islanding
  • Wafers
  • Polysilicon
  • PV Cells/Modules
  • Cost Breakout
    • Table 2-1: Inverter Production Capacity 2011 (in MW)
  • Emerging Market Analysis
    • China
      • Figure 2-2: China PV Installations 2006 - 2015 (MW)
      • Figure 2-3: China PV Cell Production 2005 - 2010 (MW)
      • Figure 2-4: China Solar Inverter Shipments 2010-2015 (in GW)
    • India
      • Figure 2-5: India Solar Insolation Levels
  • Rest of Asia
    • Malaysia
    • South Korea
    • Rest of Asia
  • Latin America & MENA (Middle East and North Africa)
  • Supply Demand Scenario
  • Polysilicon
  • Modules
    • Figure 2-6: Polysilicon Spot Price Trends 2008 - 2015 ($/Kg)
    • Figure 2-7: Average Selling Price Trends, Modules 2008 - 2015 ($/Kg) 57
  • Inverters
    • Demand Landscape

Chapter 3 - PV Industry and Inverter Markets

  • Photovoltaic Market Assessment
    • Table 3-1: Cost of Solar Electricity Generation 2010 - 2030 (in USD/W)
    • Table 3-2: Module and cell efficiency (in %)
  • Source: International Energy Agency [IEA], Photovoltaic Power Systems Program.
    • Table 3-3: Year on Year PV Installed Capacity, Major Countries and Rest of the world 2008-2010 (in MW)
    • Table 3-4: Cumulate PV Installed Capacity, Major Countries and Rest of the world 2008-2010 (in MW)
    • Figure 3-1: Cumulate PV Installed Capacity, Major Countries and Rest of the world 2008-2010 (in MW)
  • Growth Country Market Beyond 2010
    • Figure 3-2: Cumulative PV Installed Capacity of Growing Markets outside EU as of 2010 (in %)
  • Growth Country Market Scenario
    • USA
      • Figure 3-3: Forecasted (Cumulative) PV Installations in US 2011 - 2015 (in MW)
    • Canada
      • Figure 3-4: Forecasted (Cumulative) PV Installations in Canada 2011 - 2015 (in MW)
    • Japan
      • Figure 3-5: Forecasted (Cumulative) PV Installations in Japan 2011 - 2015 (in MW)
    • Australia
      • Figure 3-6: Forecasted (Cumulative) PV Installations in Australia 2011 - 2015 (in MW)
    • China
      • Figure 3-7: Forecasted (Cumulative) PV Installations in China 2011 - 2015 (in MW)
    • India
  • European Union Market
  • EU Market Beyond 2010
    • Figure 3-8: Cumulative PV installations break up, EU (Cumulative) 2010
    • Figure 3-9: Forecasted Cumulative Installations, EU (Modest and Accelerated Scenario) 2011 - 2015 (in MW)
    • Table 3-5: Modest Forecasted Installations, Country wise, EU 2008 - 2015 (in MW)
    • Table 3-6: Accelerated Forecasted Installations, by Country, EU 2008 - 2015 (in MW)
    • Table 3-7: NREAP Targets and Percentage Share 2015 - 2020 (in MW)
  • World Market Beyond 2010
    • Table 3-8: World Market 2011 - 2015 (in MW)
    • Figure 3-10: Share of EU, Based on Modest Growth 2010 - 2015 (in %)
    • Figure 3-11: Current and Forecasted Share of World Market in PV Installations (Cumulative) 2010 V/s 2015 (in %)
    • Figure 3-12: PV Inverter Production Growth 2006-2010 (in MW)
    • Table 3-9: Inverter Supply and Demand 2009 - 2011 (in GW)
  • Global Market Development
    • Figure 3-13: PV Inverter Market Size 2009-2011 (USD Bn)
  • Micro Inverters and Optimizers
    • Figure 3-14: PV Micro Inverter Shipments 2010-2015 (in MW)
    • Figure 3-15: Forecasted PV Inverter Shipments, Modest & Accelerated Scenario 2011 - 2015 (in GW units)
    • Figure 3-16: PV Inverter Shipments - annual growth under moderate scenario 2010 - 2015 (in GW units)
  • Module Level Power Management Solutions
    • Table 3-10: Average Selling Price Forecast for MLPM 2010 - 2015 (in US$/Watt)
    • Figure 3-17: PV Revenue Growth 2005 - 2010 (in USD Billions)
  • Market Trends
    • Figure 3-18: PV Inverter Growth Projections 2015 - 2020 (in GW)
    • Political Support
    • PV cost reductions
  • Risks to industry growth
    • Table 3-11: Efficiency Road Map 2020 & 2030/50 (in %)
    • Figure 3-19: Average Selling Price Forecast for MLPM 2010 - 2015 (in US$/Watt)
  • Geographic Analysis
    • Table 3-12: Average Growth Rate, Forecasted Capacity and IEA road map comparison 2011 - 2020 (in %)
    • Figure 3-20: Cumulative PV growth under Moderate and Accelerated Scenarios 2011 - 2020 (in GW)
  • North American PV Market - USA
    • Table 3-13: PV Components production capacity, USA 2011 (in MW)
    • Figure 3-21: US PV Inverter Market 2010 - 2015 (in MW)
    • Figure 3-22: US PV Inverter Market (Residential) 2010 - 2015 (in MW) 90
  • European Union Market
    • Germany
      • Figure 3-23: PV Installations, Germany (Modest & Accelerated Scenario) 2010 - 2015 (in GW)
      • Figure 3-24: PV Inverter Production, Germany 2011 - 2015 (in GW)
      • Figure 3-25: PV Installations break out by wattage, Germany 2010
    • Italy
      • Figure 3-26: PV Installations, Italy (Modest & Accelerated Scenario) 2010 - 2015 (in GW)
      • Table 3-13: Conto Energia IV Highlights 2011 - 12
    • Czech Republic
    • France
    • Belgium
    • Spain
    • Greece
      • Table 3-14: PV Installations, Rest of EU 2008 - 2010 (in GW)

Chapter 4 - PV Inverter and Components (Cell and Modules) Industry Trends

  • PV Inverters Industry Overview
  • Changing tide, 2010 and beyond
  • PV Inverter Components
  • PV cells
  • Modules
  • Thin films
  • Production and Shipment Trends of PV Components (Cells & Modules)
    • Figure 4-1: Cumulate PV cell and module installed capacity 2006-2010 (in GW)
    • Figure 4-2: Cumulate PV cell and module shipments 2006-2010 (in GW)
    • Figure 4-3: PV shipments of leading players 2010 (in MW)
    • Figure 4-4: Price trends of PV modules and cells 2008 - 2011 (USD/watt)
  • US and China Market Analysis, PV components
    • US Market Analysis
      • Figure 4-5: PV cell and module shipments 2005-2020
  • China PV Production
  • Polysilicon demand and supply scenario
    • Figure 4-8: Price trends of Polysilicon 2008 - 2011 (USD/Kg)
    • Figure 4-9: Polysilicon production share 2011 (MT)
  • Regulatory Environment
  • PV Subsidy Programs
    • Germany
    • Italy
    • North America
    • Asian Countries
  • Customer Requirements
  • Value offerings
    • Owning and Operation cost
    • Asset Utilization
    • System Yield
  • Other Requirements
  • Technology Trends
  • Thin Films
  • Crystalline Silicon (c-Si)
    • Table 4-4: c-Si efficiency trends
  • Emerging Technologies
  • Concentrator PV Technologies (CPV)
  • Building Integrated Photovoltaics (BIPV)
  • Disruptive Technologies
  • Monitoring Systems

Chapter 5 - Competitive Profiles

  • SMA Solar Technology AG
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-1: SMA' s Product and Brand portfolio of PV components
    • Performance
      • Figure 5-1: Annual Revenues of SMA Technology AG, 2006-2010 (in million euros)
      • Figure 5-2: Inverter Sales of SMA Technology AG, 2006-2010 (in MW)
    • Company News
      • Acquisitions
      • Outlook
      • Personnel Changes
  • KACO New Energy, Inc.
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-2: KACO' s Product and Brand portfolio of PV components
    • Company News
      • Partnerships
      • Outlook
  • Power - One
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-3: Power-One Product and Brand portfolio of PV components
    • Performance
      • Figure 5-3: Sales revenue trend of Power-One, 2008-2010 (in $ Mn)
    • Company News
      • Acquisitions
      • Outlook
      • Personnel Changes
  • Danfoss Solar
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-4: Danfoss Product and Brand portfolio of PV components
    • Performance
      • Figure 5-4: Sales revenue trend of Danfoss, 2007-2010 (in DKK Mn)
      • Outlook
      • Personnel Changes
  • Advanced Energy
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-5: Advanced Energy Product and Brand portfolio of PV components
    • Performance
      • Figure 5-5: Sales revenue trend of Advanced Energy, 2008-2010 (in $ Mn)
    • Company News
      • Acquisitions and Diversification
      • Outlook
      • Personnel Changes
  • Suntech Power
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-6: Suntech Power Product and Brand portfolio of PV components
    • Performance
      • Figure 5-6: Sales revenue trend of Suntech Power, 2007-2011E (in $ Mn)
      • Figure 5-7: PV Shipments of Suntech Power, 2007-2011E (in MW)
    • Company News
      • Joint Ventures and Partnerships
      • Outlook
      • Personnel Changes
  • First Solar
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-7: First Solar Product and Brand portfolio of PV components
    • Performance
      • Figure 5-8: Sales revenue trend of First Solar 2007-2011E (in $ Bn)
      • Figure 5-9: Growth in production capacity, First Solar 2005-2012E (in MW)
      • Figure 5-10: Decreasing manufacturing cost, First Solar 2006-2010 (in $/watt)
    • Company News
      • Acquisitions
      • Outlook
      • Personnel Changes
  • JA Solar
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-8: JA Solar Product and Brand portfolio of PV components
    • Performance
      • Figure 5-11: Sales revenue trend of JA Solar 2006-2010 (in RMB mn)
    • Company News
      • Acquisitions
      • Outlook
      • Personnel Changes
  • Trina Solar
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-9: Trina Solar Product and Brand portfolio of PV components 160
    • Performance
      • Figure 5-12: Sales revenue trend of Trina Solar 2006-2010 (in $ Bn)
    • Company News
      • Partnerships
      • Outlook
      • Personnel Changes
  • Yingli Solar
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-10: Yingli Solar Product and Brand portfolio of PV components
    • Performance
      • Figure 5-13: Sales revenue trend of Yingli Solar 2007-2010 (in $ Bn)
    • Company News
      • Joint Ventures
      • Outlook
  • Satcon
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-11: Satcon Solar Product and Brand portfolio of PV components
    • Performance
      • Figure 5-14: Sales revenue trend of Satcon 2006-2010 (in $ Mn)
    • Company News
      • Partnerships
      • Outlook
      • Personnel Changes
  • Sunpower
    • Corporate Background
    • Product and Brand Portfolio
      • Table 5-12: Sunpower Solar Product and Brand portfolio of PV components
    • Performance
      • Figure 5-15: Sales revenue trend of Sunpower Corporation 2006-2010 (in $ Bn)
    • Company News
      • Acquisitions
      • Outlook
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