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市場調查報告書
風力發電機產品之供應商策略：2010∼2025年
WIND TURBINE COMPONENT SUPPLY CHAIN STRATEGIES: 2010-2025
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本報告已在2011年07月07日停止出版。
更改為出版
Wind Turbine Supply Chain Strategies: 2011-2025
出版日期 : 2011年07月
商品編碼: 203822
本報告為，分析被複雜競爭激烈化之風力產業供應商，並匯整市場趨勢、葉片、軸承、齒輪箱等元件於2025年止之預測及產品組合、企業簡介等，以下列摘要形式闡述。
第1章 實施概要
第2章 全球風力發電機市場預測
- 全球風力發電預測：2009∼2025年
- 全球風力境內發電預測：2009∼2025年
- 全球風力境外發電預測：2009∼2025年
第3章 風力發電機零件市場趨勢及預測
- 全球風力發電機市場趨勢
- 風力發電機產品及技術趨勢
- 全球風力發電機尺寸別市場預測
- 風力發電機零件市場趨勢
- 風力發電機零件市場投資：2009∼2025年
第4章 風力發電機OEM供應商策略
- 風力發電機OEM競合分析
- 產品供應商策略定位
- 風力發電機OEM之生產策略
- 新興中國OEM
- 其他新興OEM
第5章 風力發電機葉片供給之競合趨勢
- 風力發電機葉片供給趨勢
- 地區別葉片供給趨勢
- 葉片供應商簡介
第6章 風力發電機齒輪箱供給之競合趨勢
- 齒輪箱供給趨勢
- 地區別齒輪箱供給趨勢
- 齒輪箱供應商簡介
第7章 風力發電機軸承供給之競合趨勢
第8章 風力塔供給之競合趨勢
- 市場概要
- 風力塔供給趨勢
- 地區別風力塔供給趨勢
- 風力塔供應商簡介
第9章 風力發電機及電源轉換器供給之競合趨勢
- 發電機供給趨勢
- 地區別發電機供給趨勢
- 電源轉換器供給趨勢
- 發電機及電源轉換器供應商簡介
Abstract
While 2009 was a challenging year for the wind turbine industry, the situation
has worsened in 2010 with the drought of new orders and the drop in
installations in the US, a key growth market. However, the rise of Chinese
wind turbine manufacturers and offshore growth in Europe signal key areas of
opportunity going forward. To adapt, wind turbine component suppliers are
trimming their production capacity and retooling their strategies to compete
in a more technically complex, larger-scale and globalized supply chain.
Suppliers of blades, gearboxes, towers, bearings, generators, and power
converters recognize the market' s steady march toward larger machines and new
technologies such as direct drive, which will require them to extend their
manufacturing reach globally, increase their product size, and lower their
costs for wind energy to remain competitive. A new, comprehensive study from
IHS Emerging Energy Research, “Wind Turbine Component Supply Chain Strategies:
2010-2025”, is your guide for understanding the increasingly complex and
competitive wind industry supply chain. This study analyzes wind turbine
component market trends within the context of the global wind turbine
industry, focusing on each of the main component segments of the wind turbine
industry blades, bearings, gearboxes, towers, generators and power
converters). Through market forecasts, competitive analysis, product portfolio
overview, and company profiles, this study covers the following trends and
more:
- Blade suppliers are adapting their strategies as OEMs expand their
in-house production
- The industry' s increasing move to gearless technology in the 3 MW and
above segment is threatening gearbox manufacturers' business
- China' s supply chain continues to mature, with local bearing manufacturers
developing significant wind-specific supply plans
- Tower suppliers increasing differentiation through services, innovation,
and specialization
- Long-term competitiveness in the generator and power converter segments to
rely on permanent magnet and larger products
STUDY HIGHLIGHTS
- Component Supply Chain Positioning
- Outsourcing
- Market Fragmentation
- Product Trends (1.5 to 3MW)
- Competition
- Market Positioning
- Strategy Profiles (127)
- Turbine Manufacturers (48)
- Blade Manufacturers (12)
- Gearbox Suppliers (14)
- Bearings Suppliers (15)
- Tower Manufacturers (21)
- Generator and Power Converter Manufacturers (17)
- Global Wind Turbine Component Market Forecasts: 2010-2025
- Onshore and Offshore
- By Component
- By Segment
- Wind Turbine OEM Supply Chain Strategies
- Vertical Integration vs. Outsourcing
- Product and Technology Strategies
- Geographic Footprints
- Wind Turbine OEM Production Strategies
- Component Market Trend Analysis
- Component Supply Trends
- Product and Technology Strategies
- OEM Blade Market Trends
- Bearing Market Trends
- Gearbox Market Trends
- Tower Market Trends
- Generator and Power Converter Market Trends
Table of Contents
I. EXECUTIVE SUMMARY
II. GLOBAL WIND MARKET FORECASTS
- 1. Global Wind Power Forecasts: 2009 - 2025
- Annual Capacity Added to Surpass 67 GW in 2025
- 2. Global Onshore Wind Market Forecasts, 2009 - 2025
- Europe Onshore Wind Market Forecast
- North America Onshore Wind Market Forecast
- Asia Pacific Onshore Wind Market Forecast
- Latin America Onshore Wind Market Forecast
- Africa and Middle East Onshore Wind Market Forecast
- 3. Global Offshore Wind Market Forecasts, 2009 - 2025
- Europe Offshore Wind Market Forecast
- North America Offshore Wind Market Forecast
- Asia Pacific Offshore Wind Market Forecast
III. WIND TURBINE COMPONENT MARKET TRENDS AND FORECASTS
- 1. Global Wind Turbine Market Trends
- 2. Wind Turbine Product and Technology Trends
- Average Turbine Size Continues to Scale Toward 2 MW
- Vendors Adapt Their Dual-Product Strategy to Compete Globally
- Market Potential and Internal R&D Capacities Influence Product
Development
- Generator Technology Upgrades Increase as Turbines Scale
- Key Players Increase Direct-Drive Offer
- Weight and Logistics Condition Generator Size Increase
- Offshore Turbine Offerings to Increase as New Vendors Enter the Market
- 3. Global Wind Turbine Market Forecasts by Turbine Size
- Onshore Turbine Size Will Continue to Scale Up as Market Grows
- Global Offshore Market Moving Toward 5 MW
- 4. Wind Turbine Component Market Trends
- Wind Turbine Pricing Trends
- O&M Focus Shifts to Component
- Wind Turbine Blade Market Trends: 2009 - 2025
- Wind Turbine Gearbox Market Trends: 2009 - 2025
- Wind Turbine Generator Market Trends: 2009 - 2025
- Wind Turbine Tower Market Trends: 2009 - 2025
- Wind Turbine Power Converter Market Trends, 2009 - 2025
- 5. Wind Turbine Component Market Investment: 2009 - 2025
IV. WIND TURBINE OEM SUPPLY CHAIN STRATEGIES
- 1. Competitive Analysis of Wind Turbine OEMs
- Product and Technology Strategies
- Wind Turbine Manufacturing Strategies
- Consolidated Europe Manufacturing
- Builds on Investments in Iberia, Offshore
- OEMs Intensify Competitive North American Landscape
- China Targeted in Asia Pacific
- Manufacturing Investments, Wind Industry Build-Out
- 2. Component Supply Chain Positioning
- Outsourcing Opportunities Are Redefined as Global Industry Expands
- 1.5 MW to 2.5 MW Products Key to Competitiveness
- Component Manufacturing Location Overview
- Rapid Component Expansion Has Mixed Results
- China Extends Component Supply Reach
- 3. Wind Turbine OEM Production Strategies
- Vestas Wind Systems
- GE Energy
- Enercon GmbH
- Gamesa Eolica SA
- Siemens Wind Power
- Suzlon Energy
- Nordex AG
- Sinovel Wind Group Co.
- Xinjiang Goldwind Science & Technology (Goldwind)
- REpower Systems
- Dongfang Turbine Co.
- Acciona Windpower
- Mitsubishi Heavy Industries
- Alstom Ecotecnia SA
- Clipper Windpower
- Fuhrlander AG
- WinWinD Ltd.
- Areva Multibrid
- AAER Inc.
- 4. Emerging Chinese OEMs
- Guangdong Mingyang Wind Power Technology Co. (Mingyang)
- Guodian United Power Technology Co. (Guodian United Power)
- Hunan Hara XEMC Windpower Co. (Hunan Hara XEMC)
- Zhejiang Yunda (Windey) Wind Power Co.
- Sewind Co.
- Shenyang Huachuang Wind Energy Corp. (Huachuang)
- Beijing Beizhong Steam Turbine Generator Co. (Beizhong)
- CSR Zhuzhou Electric Locomotive Research Institute (CSR ZELRI)
- Envision Energy
- Zhejiang Huayi Wind (HeWind)
- CSIC Chongqing Haizhuang Windpower Equipment Co. (CSIC Haizhuang
- Jiangsu Xinyu Wind Power Equipment Co. Ltd (CPC New Unite)
- Hanwei Wind Power Equipment Co. (Hanwei)
- Baoding Huide Wind Power Engineering Co. (Baoding Huide)
- Liaoning GaoKe Energy Group (A-Power/ GaoKe)
- 5. Other Emerging OEMs
- DeWind Co. (Daewoo)
- Eolica del Zenete (EOZEN)
- M.Torres Olvega Industrial
- IMPSA Wind
- Leitwind
- Hyosung Wind Power Holdings Co.
- PowerWind GmbH
- e.n.o. Energy
- BARD Holding
- Samsung Heavy Industries
- Doosan Heavy Industries & Construction
- Kenersys
- Hyundai Heavy Industries
- Unison Co.
V. COMPETITIVE TRENDS IN WIND TURBINE BLADE SUPPLY
- 1. Wind Turbine Blade Supply Trends
- Market Structure Shaped by Local and Global Players and In-House and
Outsourcing
- Blade Suppliers Adapt Their Strategies as OEMs Expand Their In-House
Production
- Product Portfolio and Quick Production Capacity Expansion Challenge
Suppliers
- 2. Regional Blade Supply Trends
- Blade Supply Strategies in North America
- Blade Supply Strategies in Europe
- Blade Supply Strategies in China
- Scaling Production Capacity Key to Blade Supply Competition
- 3. Blade Supplier Profiles
- Aeroblade
- Euros
- Lianyungang Zhongfu Lianzhong Composites Group (Zhongfu Lianzhong &
SINOI)
- LM Wind Power Blades (former LM Glasfiber)
- Molded Fiber Glass Companies (MFG)
- SGL Rotec
- Shanghai FRP Research Institute (Shanghai FRP)
- SINOMATECH Wind Power Blade
- Tecsis
- Tianjin Dongqi Wind Turbine Blades Engineering Co. (Tianjin Dongqi)
- TPI Composites
- Zhonghang (Baoding) Huiteng Windpower Equipment [HT Blade]
VI. COMPETITIVE TRENDS IN WIND TURBINE GEARBOX SUPPLY
- 1. Gearbox Supply Trends
- Large supply Contracts Key for Expansion Plans
- Production Capacity Increase and Product Scale Key to Serve the Industry
- 2. Regional Gearbox Supply Trends
- Gearbox Supply Strategies in North America
- Gearbox Supply Strategies in Europe
- Gearbox Supply Strategies in China
- Gearbox Players Move to Multi- Megawatt Segment and Face Foreign
Competition
- 3. Gearbox Supplier Profiles
- Bosh Rexroth AG
- Brevini Power Transmission
- China High Speed Transmission Equipment Group Co., Ltd. (CHSTE)
- Chongqing Gearbox Co., Ltd.
- Eickhoff Group
- Gebox SL
- Hangzhou Advance Wind Power Gearbox Group
- Hansen
- Ishibashi Manufacturing Co., Ltd.
- Jahnel-Kestermann Getriebewerke (JaKe)
- Moventas Oy
- Renk AG
- Winergy AG
- Zollern AG
VII. COMPETITIVE TRENDS IN WIND TURBINE BEARINGS SUPPLY
- 1. Bearings Supply Trends
- Product and Manufacturing Trends
- 2. Regional Bearings Supply Trends
- Bearings Supply Strategies in North America
- Bearings Supply Strategies in Europe
- Bearings Supply Strategies in China
- 3. Bearings Supplier Profiles
- Iljin Industrial Corp., Ltd. (Iljin)
- IMO Group
- Kaydon
- Luoyang LYC Bearing Co.
- NKE Bearings
- NTN Corporation
- NSK Corporation
- RBC Bearings
- Rollix
- Rothe Erde Slewing Bearing
- Schaeffler FAG
- SKF
- The Timken Company
- Wafangdian Bearing Group Co., Ltd. (ZWZ)
- Zhejiang Tianma Bearing Co., Ltd. (TMB)
VIII. COMPETITIVE TRENDS IN WIND TURBINE TOWER SUPPLY
- 1. Tower Supply Market Overview
- Tower Manufacturers development tied to OEMs strategies
- 2. Tower Supply Trends
- 3. Regional Tower Supply Trends
- Tower Supply Strategies in North America
- Tower Supply Strategies in North American Wind Turbine Market
- Tower Supply Strategies in Europe
- Tower Supply Strategies in China
- 4. Tower Supplier Profiles
- Europe Tower Suppliers
- Ambau Stahl- und Anlagenbau GmbH
- Bladt Industries A/S
- Coiper (Construcciones y Montajes del Noroeste)
- DS SM A/S
- Hendricks Industries (ROUG A/S)
- KGW Schweriner Maschinen- und Anlagenbau GmbH (KGW)
- Leucci Costruzioni SpA
- Martifer Energy Systems
- Ruukki
- SAM Stahlturm- & Apparatebau (SAM)
- Schaaf Industrie AG (SIAG)
- Skykon Group A/S (Welcon A/S and Welcon Towers Ltd)
- Windar
- US Tower Suppliers
- Ameron International
- DMI Industries
- Katana Summit
- Trinity Structural Towers
- Tower Tech Systems
- China Tower Suppliers
- Jilin Tianhe Wind Power Equipment Manufacture Co.
- Qingdao Wuxiao Wind Electricity Equipment Co.
- Shanghai Taisheng Wind Power Equipment Co.
IX. COMPETITIVE TRENDS IN WIND TURBINE GENERATOR AND POWER CONVERTER SUPPLY
- 1. Generator Supply Trends
- Major turbine manufacturers diversify their suppliers as they scale
portfolios
- Long-Term Competitiveness to rely on Permanent magnet and larger products
- 2. Regional Generator Supply Trends
- Generator Supply Strategies in North America
- Generator Supply Strategies in Europe
- Generator Supply Strategies in China
- 3. Power Converter Supplier Supply Trends
- 4. Generator and Power Converter Supplier Profiles
- American Superconductor Corp.
- Danotek Motion Technologies
- WindGen America
- Woodward SEG
- Xantrex (Schneider Electric)
- ABB
- Converteam
- Elin Motoren GmbH
- Ingeteam Corporacion SA
- Leroy-Somer
- The Switch
- VEM Sachsenwerk GmbH
- Winergy AG
- Yongji Xinshisu Electric Equipment Co. (CNR)
- Lanzhou Electric Corporation
- Dongfeng Electric Machinery Works Co. (DFEM)
- Dalian Tianyuan Motors Co.
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