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市場調查報告書
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1198331

金屬矽市場 - COVID-19 的增長、趨勢、影響和預測 (2023-2028)

Silicon Metal Market - Growth, Trends, and Forecast (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 160 Pages | 商品交期: 2-3個工作天內

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簡介目錄

到今年年底,全球金屬矽市場預計將達到 2,900 千噸以上,預計在預測期內復合年增長率將保持在 5% 以上。

COVID-19 大流行一直是金屬矽市場面臨的重大挑戰,它直接影響了全球製造商的供應鏈,並關閉了生產設施以最大程度地降低病毒傳播的風險。.

主要亮點

  • 隨著對電動汽車的需求不斷增加以及全球汽車產量的增加,對鋁矽合金的需求增加預計將推動金屬矽的消費。 智能手機、筆記本電腦、平板電腦和其他電子產品的使用量增加也有望推動金屬矽市場。
  • 但是,中國矽產量下降可能會阻礙市場增長。
  • 通過改進當前技術來降低生產成本的措施預計會在預測期內為市場提供潛在的增長機會。
  • 亞太地區的市場份額最高,預計在預測期內將佔據市場主導地位。

金屬矽市場趨勢

太陽能電池板的需求激增

  • 矽是太陽能電池中最常用的半導體材料,約佔當今所售模塊的 95%。 通過提煉金屬矽,它可以轉化為高純度矽,這是半導體和太陽能電池的基礎。 因此,可用於太陽能電池的生產。
  • 光伏產業是世界上發展最快的產業之一。 根據國際能源署 (IEA) 的數據,該行業幾乎佔世界淨發電量的三分之二。
  • 根據國際能源署的預測,2019 年至 2023 年間,可再生能源容量預計將增長 50%,主要由太陽能發電帶動。 預計太陽能將佔預計增長的近 60%。 2017 年,光伏在全球可再生能源淨容量中的份額為 55.4%,到 2022 年將上升至 188.6GW (59.1%)。 儘管 2020 年由於 COVID-19 對項目的影響出現了創紀錄的放緩,但印度、巴西和南非的太陽能光伏發電量持續增長可能達到 197.3GW,預計將佔據全球可再生能源供應的約 62.3%
  • 在印度,一個拖延已久的大型電力項目已經上線,預計到 2022 年產能將比 2020 年增加兩倍。
  • 在美國,2022 年裝機容量預計將繼續增長,因為 26% 的 ITC 將再延長一年,從而提高項目的經濟吸引力。 由於持續的成本削減和稅收抵免,分佈式光伏將占到 2022 年美國光伏增長的近 30%。
  • 2021 年第三季度,美國太陽能市場的裝機容量為 5.4 吉瓦,比 2020 年第三季度增長 33%。 德克薩斯州和弗吉尼亞州佔 2021 年第三季度太陽能公用事業規模安裝量的一半以上。
  • 2021 年第一季度至第三季度,美國太陽能發電量佔 54%,2020 年將達到 44%。 供應鏈限制和原材料價格上漲預計將在 2022 年對市場產生負面影響。
  • 根據新能源和可再生能源部 (MNRE) 的數據,到 2021 年底,印度的太陽能裝機容量將位居世界第四。 截至2022年11月30日,太陽能發電裝機容量已達到約61.97吉瓦。 印度的太陽能光伏電價目前極具競爭力,並已實現平價上網。
  • 預計在整個預測期內,上述新興市場的發展將推動光伏行業的有機矽金屬市場。

中國主導亞太

  • 由於各行各業對矽的需求不斷增加,中國在亞太地區的金屬矽市場佔據主導地位。
  • 金屬矽最重要的應用是矽樹脂(粘合劑和密封劑、潤滑劑、化學品等)和鋁合金。 這些產品的主要應用包括汽車、建築和施工、工業和其他最終用戶行業。
  • 中國的主要電動汽車製造商包括特斯拉、比亞迪和蔚來。 中國政府計劃到 2025 年至少引進 5000 輛燃料電池電動汽車,到 2030 年至少引進 100 萬輛。
  • 政府對電動、混合動力和燃料電池汽車的推廣預計將在預測期內推動市場發展。 隨著國內對電動汽車的需求不斷增加,對鋁合金、矽粘合劑和半導體的需求也越來越大。
  • 該國是世界領先的不銹鋼生產國之一。 2021年全國鋼材產量13.3667億噸,比2020年增長0.6%。 2021年中國不銹鋼粗鋼產量預計為3063萬噸,比2020年增加49.3萬噸,增長1.64%。
  • 世界頂級光伏製造商晶科能源、晶澳太陽能和天合光能的總部均位於中國。 在過去兩年中,該國的太陽能電池生產呈指數級增長。 2021 年太陽能電池工業產量從 157,286,000 千瓦時增長 42.1% 至 234,054,000 千瓦時。
  • 中國是投資生產手機和筆記本電腦等電子產品的理想之地。 全球主要製造商都在大力投資中國市場,以滿足即將到來的激增需求。
  • 從這些因素來看,中國有望在亞太地區佔據主導地位。

金屬矽市場競爭者分析

金屬矽市場部分整合。 主要公司(排名不分先後)包括 Hoshine Silicon Industry、Ferroglobe、Elkem、Dow 和 Wacker Chemie AG。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第一章介紹

  • 調查先決條件
  • 調查範圍

第二章研究方法論

第 3 章執行摘要

第四章市場動態

  • 司機
    • 汽車行業的需求激增
    • 擴大在太陽能電池行業的使用
    • 各種最終用戶對有機矽的需求增加
  • 約束因素
    • 中國矽產量下降
    • 其他抑製劑
  • 工業價值鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 買家的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭程度

第 5 章市場細分(市場規模(基於數量)

  • 產品類型
    • 冶金等級
    • 化學級
  • 通過使用
    • 鋁合金
    • 半導體
    • 太陽能電池板
    • 矽膠
    • 其他用途
  • 按地區
    • 亞太地區
      • 中國
      • 印度
      • 日本
      • 韓國
      • 其他亞太地區
    • 北美
      • 美國
      • 加拿大
      • 墨西哥
    • 歐洲
      • 德國
      • 英國
      • 意大利
      • 法國
      • 其他歐洲
    • 南美洲
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中東
      • 沙特阿拉伯
      • 南非
      • 其他中東地區

第六章競爭格局

  • 併購、合資企業、合作、合同
  • 市場份額 (%) 分析
  • 主要參與者採用的策略
  • 公司簡介
    • Anyang Huatuo Metallurgy
    • Dow
    • Elkem
    • Ferroglobe
    • Hoshine Silicon Industry Co. Ltd
    • Liasa
    • Minasligas
    • Mississipi Silicon
    • PCC SE
    • RIMA Industrial
    • Rusal
    • Shin-Etsu Chemical Co. Ltd
    • Wacker Chemie AG
    • Zhejiang Kaihua Yuantong Silicon Industry Co. Ltd

第七章市場機會與未來趨勢

  • 努力通過創新現有技術來降低生產成本
簡介目錄
Product Code: 52840

The global silicon metal market is estimated to reach over 2,900 kilotons by the end of this year and is projected to register a CAGR of over 5% during the forecasted period.

The COVID-19 pandemic was a significant challenge for the silicon metal market, directly affecting the manufacturer's supply chain across the globe and shutting down production facilities to minimize the risk of virus spread.

Key Highlights

  • Increased demand for aluminum-silicon alloys is expected to fuel the silicon metals consumption due to the increasing demand for electric vehicles and increased automobile production globally. Also, the growing usage of smart cellular phones, laptops, tablets, and other electronic gadgets is expected to drive the silicon metal market.
  • However, lower silicon production in China may hinder the market's growth.
  • Measures to reduce production costs by improving current technologies are projected to create potential growth opportunities for the market throughout the forecast period.
  • The Asia-Pacific accounts for the highest market share and is expected to dominate the market during the forecast period.

Silicon Metal Market Trends

Surging Demand from the Solar Panels

  • Silicon is the most common semiconductor material in solar cells, representing approximately 95% of the modules sold today. Metallurgical silicon, on purification, can be converted into high-purity silicon, which is the basis for semiconductors or solar cells. Hence, it can be used in the production of solar cells.
  • The solar power industry is one of the fastest-growing industries in the world. According to the International Energy Agency (IEA), the sector accounts for almost two-thirds of the net power capacity worldwide.
  • According to the IEA forecast, renewable power capacity is expected to expand by 50% between 2019 and 2023, majorly led by solar PV. Solar PV is expected to account for almost 60% of the expected growth. The PV share in global net renewable capacity in 2017 was 55.4% which in 2022 rose to 188.6 GW (59.1%). After a record slowdown in 2020 brought on by the impact of COVID-19 on projects, the forecast states that if solar power growth continues in India, Brazil, and South Africa, it may reach 197.3 GW, accounting for around 62.3% of the world's renewable energy supply.
  • As long-delayed large-scale utility projects come online, PV capacity additions in India are expected to triple in 2022 compared to 2020.
  • In the United States, capacity additions will continue to grow in 2022 as the 26% ITC is extended for another year, making projects more economically appealing. With continued cost reductions and tax credits, distributed PV will account for nearly 30% of US PV growth in 2022.
  • In the third quarter of 2021, the US solar market installed 5.4 GW, which was a 33% rise in solar capacity than the third quarter of 2020. Texas and Virginia accounted for more than half of the utility-scale for solar installation in Q3 of 2021.
  • In Q1-Q3 of 2021, solar energy generated 54% of electricity in the US, which was 44% in 2020. Supply chain constraints and rising raw material prices are expected to impact the market in 2022 negatively.
  • According to the Ministry of New and Renewable Energy (MNRE), India stands 4th in solar PV deployment across the globe as of the end of 2021. Solar power installed capacity reached around 61.97 GW as of 30th November 2022. India's solar tariff is very competitive today and achieved grid parity.
  • The developments above are expected to drive the market for silicone metal in the solar industry through the forecast period.

China to Dominate the Asia-Pacific

  • China dominates the silicon metal market in Asia-Pacific due to the growing demand for silicon from different industries.
  • Silicones (adhesives and sealants, lubricants, chemicals, and others) and aluminium alloys are the most significant applications of silicon metal. The leading applications of these products include automotive, building and construction, industrial, and other end-user industries.
  • Leading electric car manufacturers in China include Tesla, BYD Co., and Nio Inc. The Chinese government plans to have a minimum of 5,000 fuel-cell electric vehicles by 2025 and 1 million by 2030.
  • The government's promotion of electric, hybrid, and fuel-cell electric vehicles is expected to drive the market during the forecast period. The growing demand for electric cars in the country is driving the need for aluminum alloys, silicon adhesives, and semiconductors.
  • The country is one of the world's largest producers of stainless steel. The land produced 1,336.67 million tons of steel in 2021, which increased by 0.6% compared to 2020. China's stainless steel crude steel output in 2021 was estimated to be 30.63 million tons, with an increase of 493,000 tons or 1.64% compared to 2020.
  • The top global solar PV manufacturing companies, JinkoSolar, JA Solar, and Trina Solar, have headquarters in China. Solar cell manufacturing in the country is increasing exponentially in the past two years. The industrial production of solar cells increased from 157,286-thousand-kilowatt hours to 234,054 thousand kilowatts in 2021, which increased by 42.1%.
  • China is a prime location for investments in producing mobiles, laptops, and other electrical appliances. Major global manufacturers invested significant capital in the Chinese market to cope with the upcoming demand surge.
  • Due to these factors, China is expected to dominate the Asia-Pacific region.

Silicon Metal Market Competitor Analysis

The silicon metal market is partially consolidated. The major companies (not in any particular order) include Hoshine Silicon Industry Co. Ltd, Ferroglobe, Elkem, Dow, and Wacker Chemie AG.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Drivers
    • 4.1.1 Surging Demand from the Automotive Industry
    • 4.1.2 Increasing Use in the Solar Industry
    • 4.1.3 Increasing Demand for Silicones from Different End Users
  • 4.2 Restraints
    • 4.2.1 Lower Silicon Production in China
    • 4.2.2 Other Restraints
  • 4.3 Industry Value Chain Analysis
  • 4.4 Porter's Five Forces Analysis
    • 4.4.1 Bargaining Power of Suppliers
    • 4.4.2 Bargaining Power of Buyers
    • 4.4.3 Threat of New Entrants
    • 4.4.4 Threat of Substitute Products and Services
    • 4.4.5 Degree of Competition

5 MARKET SEGMENTATION (Market Size in Volume)

  • 5.1 Product Type
    • 5.1.1 Metallurgy Grade
    • 5.1.2 Chemical Grade
  • 5.2 Application
    • 5.2.1 Aluminum Alloys
    • 5.2.2 Semiconductors
    • 5.2.3 Solar Panels
    • 5.2.4 Silicones
    • 5.2.5 Other Applications
  • 5.3 Geography
    • 5.3.1 Asia-Pacific
      • 5.3.1.1 China
      • 5.3.1.2 India
      • 5.3.1.3 Japan
      • 5.3.1.4 South Korea
      • 5.3.1.5 Rest of Asia-Pacific
    • 5.3.2 North America
      • 5.3.2.1 United States
      • 5.3.2.2 Canada
      • 5.3.2.3 Mexico
    • 5.3.3 Europe
      • 5.3.3.1 Germany
      • 5.3.3.2 United Kingdom
      • 5.3.3.3 Italy
      • 5.3.3.4 France
      • 5.3.3.5 Rest of Europe
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle-East
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 South Africa
      • 5.3.5.3 Rest of Middle-East

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Market Share (%) Analysis
  • 6.3 Strategies Adopted by Leading Players
  • 6.4 Company Profiles
    • 6.4.1 Anyang Huatuo Metallurgy
    • 6.4.2 Dow
    • 6.4.3 Elkem
    • 6.4.4 Ferroglobe
    • 6.4.5 Hoshine Silicon Industry Co. Ltd
    • 6.4.6 Liasa
    • 6.4.7 Minasligas
    • 6.4.8 Mississipi Silicon
    • 6.4.9 PCC SE
    • 6.4.10 RIMA Industrial
    • 6.4.11 Rusal
    • 6.4.12 Shin-Etsu Chemical Co. Ltd
    • 6.4.13 Wacker Chemie AG
    • 6.4.14 Zhejiang Kaihua Yuantong Silicon Industry Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Efforts to Reduce the Cost of Production by Innovating the Existing Technology