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市場調查報告書

智慧&AC PV模組:2015-2020年

Smart and AC PV Modules 2015 - 2020

出版商 Greentech Media Inc. 商品編碼 344593
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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智慧&AC PV模組:2015-2020年 Smart and AC PV Modules 2015 - 2020
出版日期: 2015年11月04日 內容資訊: 英文
簡介

內建電力電子技術的智慧&AC PV模組的市場預計穩定成長,從2014年的73.3 MW成長到2020年1.01 GW的規模。

本報告提供全球智慧&AC PV模組的市場相關調查、對電力電子技術的模組的集積化技術概要、智慧&AC模組的優點及缺點、模組及MLPE供應商的生態系統、價格及市場規模的變化與預測等彙整資料。

第1章 簡介、主要調查結果

  • 簡介、市場發展的過程
  • 主要市場調查結果

第2章 模組集積化電力電子技術技術概要

  • 集積化模組是什麼?
  • 集積化模組的架構

第3章 智慧&AC模組:提供價值、障礙

  • MLPE (模組層級電力電子技術) 的優點與限制
  • 智慧&AC模組的提供價值
  • 智慧&AC模組的障礙

第4章 相關利益者的市場促進因素、聯盟處的選擇標準

  • 價值鏈的推進因素
  • 聯盟處的選擇標準

第5章 集積化模組市場環境

  • 目前智慧&AC模組聯盟
  • MLPE企業:集積領域的領導者和合作處
  • MLPE:美國市場、全球市場的市場佔有率
  • 模組企業:集積領域的領導者和合作處
  • 模組企業:美國企業、非美國企業的市場佔有率
  • 單一供應商智慧&AC模組
  • 安全性&強化型PV模組的供應商

第6章 智慧&AC模組的價格趨勢

  • 智慧&AC模組價格的變化與預測
  • 降低成本的推進因素
  • MLPE、變頻器價格的基準:變化與預測
  • 美國的智慧、AC、標準型PV模組價格比較:變化與預測

第7章 全球智慧&AC模組市場預測

  • 市場規模到目前為止的轉變
  • 預測:基本案例
  • 預測:高案例
  • 市場規模預測

第8章 總論:朝向模集積化的道路

圖表

目錄

Smart and AC modules with integrated power electronics have long been viewed as a natural evolution for the microinverter and DC optimizer market. However, the MLPE landscape has been dominated by just a few players - Enphase Energy and SolarEdge Technologies - that have focused primarily on standalone architectures. Vendors of module-integrated power electronics - Tigo Energy, Maxim Integrated, and SolarBridge Technologies prior to its acquisition by SunPower - have largely played second fiddle.

However, the global PV market is hungry for solutions that simplify installation, eliminate redundancy, and lower overall costs. Smart and AC modules can accomplish each of these objectives. Additionally, microinverters and DC optimizers will be the fastest growing inverter segment over the next five years as a result of falling costs and increasing system safety requirements. As a result, GTM Research forecasts the market for smart and AC Modules to grow steadily from 73.3 MW in 2014 to 1.01 GW by 2020.

Currently Marketed Integrated Module Partnerships

This slide-based report breaks down the value propositions and market barriers for smart and AC modules, details the complex module and MLPE vendor ecosystem, provides product pricing trends, and forecasts the market through 2020.

Global Smart and AC PV Module Base-Case Forecast, 2014-2020E

                     Source: GTM Research

Table of Contents

1. Introduction and Key Findings

  • Introduction and Market History
  • Key Market Findings

2. Module-Integrated Power Electronics Technology Overview

  • What Is an Integrated Module?
  • Integrated Module Architectures

3. Value Propositions and Barriers for Smart and AC Modules

  • The Benefits and Limitations of Module-Level Power Electronics
  • Value Proposition of Smart and AC Modules
  • Barriers of Smart and AC Modules

4. Stakeholder Market Drivers and Partnership Selection Criteria

  • Value Chain Drivers
  • Partnership Selection Criteria

5. Integrated Module Landscape

  • Current Smart and AC Module Partnerships
  • MLPE Company Integration Leaders and Partners
  • MLPE U.S. and Global Market Shares
  • Module Company Integration Leaders and Partners
  • Module Company U.S. Residential and Non-Residential Market Shares
  • Single-Supplier Smart and AC Modules
  • Vendors of Safety and Enhanced PV Modules

6. Smart and AC Module Pricing

  • Current and Forecasted Pricing of Smart and AC Modules, 2014-2020E
  • Levers for Cost Reduction
  • Benchmarked MLPE and Inverter Pricing, 2014-2020E
  • U.S. Smart, AC and Standard PV Module Pricing Comparison, 2014-2020E

7. Global Smart and AC Module Market Forecasts

  • Historical Market Sizing, 2010-2014
  • Base-Case Forecasts, 2014-2020E
  • High-Case Forecasts, 2014-2020E
  • Market Value Forecasts, 2014-2020E

8. Conclusion: The Road to Module Integration

List of Figures

2. Module-Integrated Power Electronics Technology Overview

  • Integrated Module Types and Features

3. Value Propositions and Barriers for Smart and AC Modules

  • Current Smart and AC Module Benefits vs. Traditional MLPE
  • Example Installation Comparison of Module + MLPE vs. Integrated Modules
  • National Electrical Code Rapid Shutdown Requirements
  • Current AC and Smart-Module Barriers by Level of Significance
  • EU Price-Floor Effect on Smart and AC Module Price Competitiveness

4. Stakeholder Market Drivers and Partnership Selection Criteria

  • Drivers of Module Integration Across the Value Chain

5. Integrated Module Landscape

  • Currently Marketed Integrated Module Partnerships
  • Leading MLPE Vendors' Approaches to Smart and AC Modules
  • Assessing the Smart and AC Module Landscape: Notable MLPE Suppliers
  • 2014 Global Market Share of MLPE Suppliers by Shipments (MWac)
  • 2014 Global Market Share of Microinverter Suppliers by Shipments (MWac)
  • 2014 Global Market Share of DC Optimizer Suppliers by Shipments (MWac)
  • 2014 U.S. MLPE Market Shares by Shipments (MWac)
  • Outlook for Leading Smart and AC Module MLPE Vendors
  • Assessing the Smart and AC Module Landscape: Leading Module Vendors
  • Assessing the Smart and AC Module Landscape: Other Notable Module Vendors
  • Leading Module Suppliers, Residential and Non-Residential Markets
  • Leading Residential Module Suppliers, 1H 2015
  • Leading Non-Residential Module Suppliers, 1H 2015

6. Smart and AC Module Pricing

  • Smart and AC Module Price Makeup
  • Smart Module Price Forecast by Market, 2014-2020E ($/Wdc)
  • AC Module Price Forecast by Market, 2014-2020E, ($/Wdc)
  • Global MLPE and Module Price Benchmarks
  • Global String Inverter Price Benchmarks
  • U.S. Smart, AC and Standard PV Module Price Comparison

7. Global Smart and AC Module Market Forecasts

  • Global Module-Level Power Electronics Shipments 2013-2020E (MWac)
  • Historical Global Smart and AC Module Shipments, 2010-2015E (MWdc)
  • Smart Module Base-Case Forecast, 2015-2020E (MWdc)
  • AC Module Base-Case Forecast, 2015-2020E (MWdc)
  • Smart and AC Module High-Case Forecast, 2015-2020E (MWdc)
  • Smart and AC Module Global Market Value Forecast, 2014-2020E (M$)
  • AC Module Regional Market Value Forecast, 2014-2020E (M$)
  • Smart Module Regional Market Value Forecast, 2014-2020E (M$)
  • AC Module Market Value Forecast by Stakeholder, 2014-2020E, (M$)
  • Smart Module Market Value Forecast by Stakeholder, 2014-2020E, (M$)
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