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市場調查報告書
太陽能的需求動向・成本結構・政策因素・供應商競爭性的高差異化因素：市場分析與預測
Global Solar Energy Outlook: Solar Demand Dynamics, Cost Structures, Policy Factors, and Competitive Differentiators for Suppliers: Market Analysis and Forecasts
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太陽能的需求動向・成本結構・政策因素・供應商競爭性的高差異化因素：市場分析與預測 是由出版商Pike Research在2010年06月所出版的。
這份英文市場調查報告書包含67 Pages 價格從美金3500起跳。
本報告，針對急速變化的全球太陽能市場的需求與供給動向進行全面分析，並彙整太陽能生產的經濟性與參與企業的概要、業界的主要差異化因素等，由下列摘要形式闡述。
第1章 報告摘要
第2章 新興太陽能市場
- 太陽能於2009年轉變成需求刺激型市場
- 2009年太陽能市場轉變的原因為
- 需求的彈性創造了邁向電網平價的道路
第3章 太陽能市場需求預測
- 德國的需求
- 其他EU各國的需求
- 亞洲的需求
- NAFTA的需求
- 其他區域的需求
第4章 太陽能業界的能力與供給過剩
- 太陽能的供給現在以競爭能力來被決定
- Tier1企業的模組產能
- Tier2企業的模組產能
- Tier3企業的模組產能
- 合計
第5章 企業為了生存的差異化因素
- 簡介
- 低成本的多晶・晶圓
- 低成本的加工材料
- 低成本的加工
- 模組效率
- 規模經濟
- 其他成本／效率化因素
第6章 其他差異化因素
- 主要以及成長市場的市場地位
- 供應鏈的降級
- 強健的資產負債表與社內財務
- NAFTA的模組生產與低成本的EU各國
- 立基市場的強力地位
第7章 Tier1企業
第8章 Tier2企業
第9章 Tier3企業
第10章 企業指南
第11章 省略語等
第12章 目錄
第13章 圖表
第14章 調查範圍・調查來源・註記
Abstract
The solar energy market has undergone a dramatic transformation over the past
two years, driven by a new abundance of polysilicon, the effects of the
worldwide financial crisis, and the plunging price of solar modules. As a
result of these factors, the solar industry has shifted from
supply-constrained to demand-driven, and a few strong companies have been able
to strengthen their revenues and market share based on a low cost per watt
combined with high module efficiency.
This market realignment will set the stage for a new era of solar growth over
the next several years, and Pike Research forecasts that worldwide demand will
nearly double between 2010 and 2013, reaching 19.3 gigawatts by the end of
that period. In this market environment, some of the key differentiators that
will determine success for solar suppliers will include cost per watt, module
efficiency, presence in key growth markets, supply chain integration, and
availability of financing.
This Pike Research report provides a comprehensive analysis of the supply and
demand dynamics in the rapidly changing global solar market. It examines the
underlying economics of solar manufacturing and assesses the industry' s
progress toward grid parity from a cost perspective. The report includes a
detailed analysis of key solar industry players and outlines the key
differentiators that will cause some suppliers to thrive, and others to fall
by the wayside.
Key questions addressed:
- How has the solar energy market been fundamentally altered by new market
trends in the past two years?
- What will be the key market trends and issues to watch during the next
several years?
- What are the key competitive differentiators that will characterize
successful solar companies over the next few years?
- What is the forecast for solar market demand in key countries around the
world?
- Who are the Tier 1 and Tier 2 competitors in the solar market?
- How will manufacturing capacity compare to demand over the next few years ?
Who needs this report?
- Solar Project Developers
- Solar Installers/Integrators
- Solar Cell and Module Manufacturers
- Solar Equipment Vendors
- Government Agencies
- Investor Community
- Solar Industry Associations
- Utilities
Table of Contents
1. Executive Summary
2. The New Solar Market
- 2.1 Solar' s Shift to a Demand-Driven Market in 2009
- 2.2 What Caused the Solar Market Shift in 2009?
- 2.3 Demand Elasticity Now Defines the Path to Grid Parity
3. Solar Market Demand Forecast
- 3.1 Demand in Germany
- 3.2 Demand in Other EU Countries
- 3.2.1 Italy
- 3.2.2 France
- 3.2.3 Spain
- 3.2.4 Czech Republic
- 3.2.5 Rest of Europe
- 3.3 Demand in Asia
- 3.3.1 Japan
- 3.3.2 China
- 3.3.3 South Korea
- 3.3.4 India
- 3.3.5 Rest of Asia
- 3.4 Demand in NAFTA
- 3.4.1 United States
- 3.4.2 Canada
- 3.5 Demand in Rest of World
- 3.6 Worldwide Demand
4. Solar Industry Capacity and Oversupply
- 4.1 Solar Supply Now Determined by Most Competitive Capacity
- 4.2 Module Capacity of Tier 1 Companies
- 4.3 Module Capacity of Tier 2 Companies
- 4.4 Module Capacity of Tier 3 Companies
- 4.5 The Net Result
5. Surviving Company Differentiators
- 5.1 Introduction
- 5.2 Low-Cost Poly and Wafers
- 5.3 Low-Cost Process Materials
- 5.4 Low-Cost Processing
- 5.5 Module Efficiency
- 5.6 Economies of Scale
- 5.7 Other Cost/Efficiency Factors
6. Other Company Differentiators
- 6.1 Market Presence in Major and Growth Markets
- 6.2 Moving Down the Supply Chain
- 6.3 Strong Balance Sheets and Internal Financing of Growth
- 6.4 Module Manufacturing in NAFTA and Low-Cost EU Countries
- 6.5 Strong Position in Niche Markets
7. Tier 1 Solar Companies
- 7.1 Revenue Growth of Tier 1 Companies
- 7.2 Plunging ASPs and Profitability of Tier 1 Companies
- 7.3 New Standards Set in Low-Cost Manufacturing
- 7.4 Capacity Growth Plans
8. Tier 2 Solar Companies
- 8.1 Introduction
- 8.2 Companies Likely to Restructure, Move to Low-Cost Manufacturing
- 8.3 Emerging Companies with Likely Competitive Technologies, Manufacturing
- 8.4 Companies that Could Leverage Existing Cost Advantages
- 8.5 Companies that Serve Niche Markets
9. Tier 3 Solar Companies
- 9.1 Introduction
- 9.2 c-Si Module Manufacturers
- 9.3 CIGS Module Manufacturers
- 9.4 a-Si Module Manufacturers and SunFab Lines
10. Company Directory
11. Acronym and Abbreviation List
12. Table of Contents
13. Table of Charts and Figures
14. Scope of Study, Sources and Methodology, Notes
List of Charts and Figures
- Solar Market Demand, Base Case, World Markets: 2008-2013
- Solar Market Demand, Upside Scenario, World Markets: 2008-2013
- Electrical Power Generation Capacity by Energy Source, United States: 2010
- Total Solar Planned Capacity vs. Base Case Demand, World Markets: 2008-2013
- Typical
- Total Solar Planned Capacity vs. Upside Demand, World Markets: 2008-2013
- Solar Supply Scenarios, World Markets: 2010
- Solar Oversupply Scenarios, World Markets: 2010
- Module Efficiency by Technology
- Revenues of Low-Cost Companies, China: 2008-2010
- Solar Company Revenues, United States and Germany: 2008-2010
- Module Average Selling Prices: 2008-2010
- Gross Margin by Company, Selected Low-Cost Suppliers: 2008-2010
- Gross Margin by Company, First Solar, Q Cells, and Sun Power: 2008-2010
- Silicon Usage: 2008-2010
- Silicon Costs: 2008-2010
- Non-Silicon Costs: 2008-2010
- Module Manufacturing Costs, First Solar: 2008-2010
- Solar Market Demand Shift
- Best Research-Cell Efficiencies
- Module Supply Chain
- Downstream Supply Chain
List of Tables
- Solar Demand, Germany: 2008-2013
- Solar Demand, Italy: 2008-2013
- Solar Demand, France: 2008-2013
- Solar Demand, Spain: 2008-2013
- Solar Demand, Czech Republic: 2008-2013
- Solar Demand, Rest of Europe: 2008-2013
- Solar Demand, Japan: 2008-2013
- Solar Demand, China: 2008-2013
- Solar Demand, South Korea: 2008-2013
- Solar Demand, India: 2008-2013
- Solar Demand, United States: 2008-2013
- Solar Demand, Canada: 2008-2013
- Solar Demand, Rest of World: 2008-2013
- Solar Demand, World Markets: 2008-2013
- Tier 1 Solar Competitors: 2010
- Tier 1 Solar Supplier Capacity, World Markets: 2008-2013
- Tier 2 Solar Competitors: 2010
- Tier 2 Solar Supplier Capacity, World Markets: 2008-2013
- Tier 3 Solar Supplier Capacity, World Markets: 2008-2013
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