Cover Image
市場調查報告書

微逆變器、DC優化器的市場環境:利基市場到成功市場的進化

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

出版商 Greentech Media Inc. 商品編碼 297926
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
價格
Back to Top
微逆變器、DC優化器的市場環境:利基市場到成功市場的進化 The Microinverter and DC Optimizer Landscape 2014: The Evolution From Market Niche to Market Success
出版日期: 2014年01月29日 內容資訊: 英文
簡介

微逆變器和DC優化器(合稱為「模組等級、電力電子技術(MLPE)」)、是太陽能電池產業中最新、最急速成長的領域之一。真正的生產是開始第4年後的2013年、每年生產量為1GW分、累積生產能力達到2GW分。雖然最初是想法是朝住宅用利基市場的MLPE市場、持續的成長、DC優化器為中心、目前市場的一半幾乎為商用市場。同時、各廠牌在降低產品成本部分也相繼成功。目前前3家的總出貨量占88%、新企業還陸續的加入中、2013年創業基金及公的資本(不含多國籍企業)已投入6億美金以上的投資。市場成長率雖不如初期的預想、但在全球的太陽能電池市場中成為最活躍的領域。

本報告書包含、全球的模組等級、電力電子技術(以下MLPE)市場--微逆變器及DC優化器市場的每一個分析、價值命題及成本、便利結構、市場競爭的趨勢、今後的成長展望、各地區的詳細市場趨勢等調查、推測、及結果的概述如下。

第1章 介紹

  • 分散的最合適化技術的定義和分類

第2章 模組等級、電力電子技術的價值命題

  • 差距解消所產生的能源收取量的增加
  • 設計的柔軟性
  • 設計的單純性
  • 電氣的SOB(系統平衡)及相關勞動力的減輕
  • 逆變器的設計改善和成本削減
  • 模組等級的監測、運用保守(O&M)、其他的性能因素
  • 產品的信賴性到系統的可使用性
  • 安全性的改善

第3章 模組等級、電力電子技術(MLPE)的整體成本便利分析

第4章 引進的障礙

  • 一次付清價格
  • 倒閉
  • 高度的電力網一體化能力和認證
  • 設置工程用的勞動力
  • 模組企業到智慧模組的引進
  • 競爭環境

第5章 模組的一體化:現況和主導性企業

  • 概要
  • 模組企業
  • 價值鏈的促進因素
  • 夥伴的選定基準
  • 真正的一體化尤其他來區別
  • 現在的/未來的MLPE模組、夥伴精神

第6章 MLPE的競爭環境:供應商、生存企業、業界的主要疑問

  • 各供應商和最新的出貨趨勢
  • 競爭環境的評價:市場的定位和策略
  • 市場的氣勢和成長展望:MLPE的市場結構變成什麼
  • 站在不平穩路上的MLPE:成長市場的相關主要疑問
  • 照明在模擬上的擴大:MLPE市場擴大的相關主要疑問

第7章 全球及各地區的市場預測

  • MLPE的全球市場預測
  • 北美
  • 亞太地區(APAC)
  • 歐洲
  • 拉丁美洲及其他各國的市場

第8章 企業介紹

  • 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

附錄

  • MLPE供應商的生產能力、出貨量

分析對像企業(計17家)

圖表一覽

目錄

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
Back to Top