晶體矽光伏市場 - 增長、趨勢、COVID-19 影響和預測（2022-2027 年）

晶體矽光伏市場預計在 2022-2027 年的預測期內以 5.3% 的複合年增長率增長。

COVID-19 疫情對市場增長的影響微乎其微，並對 2020 年第一季度和第二季度的供應鏈產生了負面影響。 2020年，全球太陽能新增裝機量估計約為107GW，較2019年呈現穩步增長。預計在預測期內，有利的政府法規和對可再生能源的投資增加將對市場增長產生積極影響。然而，晶體矽在極高溫度下的高初始投資和低效率限制了市場增長。

主要亮點

• 由於與單晶矽光伏相比，多晶矽光伏成本更低、空間效率更高，因此有望主導市場。
• 提高太陽能電池效率的技術進步和增加政府在可再生能源項目上的支出預計將為市場提供增長機會。
• 由於該地區太陽能裝置的增加，預計亞太地區將主導市場。

主要市場趨勢

多晶矽光伏有望帶動市場

• 多晶矽片包含大量不同晶向的矽晶粒。晶圓是通過在大坩堝中定向凝固和結晶熔融矽來生產的。多晶矽面板因其高效率而成為許多光伏裝置和商業裝置的首選。
• 經過多年的價格下跌，多晶矽需求的激增推高了去年的價格，超過了現有的製造能力。許多中國主要製造商都開設了新的多晶矽光伏面板製造工廠，年總產能為16萬噸，在目前全球約62萬噸的產能基礎上有所增加。該國的目標是到2021年上半年生產23.8萬噸多晶矽。
• 據說多晶矽太陽能電池比單晶矽太陽能電池更環保，因為它們不需要單獨的成型和晶體排列。大多數矽在製造過程中被使用。
• 此外，ATP Ingenieros Tecnicas Energeticas 計劃於 2023 年底在西班牙 Kalil 光伏園區（容量 507MW）開始使用多晶太陽能電池發電。該項目目前處於許可階段。
• 基於上述原因，預計多晶矽太陽能電池將在預測期內佔據市場主導地位。

預計亞太地區將主導市場

• 近年來，亞太地區已成為光伏裝置的主要市場。 2020年新增裝機容量約7801萬千瓦，佔全球太陽能裝機容量約58%的市場份額。
• 過去十年，太陽能光伏發電的平準化能源成本 (LCOE) 下降了 88% 以上，而印度尼西亞、馬來西亞和越南等新興國家正在增加其總能源組合中的太陽能裝機容量。做到了。
• 中國是亞太地區和全球太陽能市場增長的主要貢獻者。在 2019 年新增裝機容量僅下降 3.05 吉瓦之後，中國在 2020 年出現反彈，貢獻了約 4.82 吉瓦的新增太陽能裝機容量。
• 2020 年，Prime Road 集團開始建設 7MW 的 Banpu Yabuki 太陽能發電廠。英利太陽能（中國）為日本福島縣的工廠供應晶體矽太陽能電池。
• 此外，我們於 2020 年 7 月在越南寧順省投產了 50 兆瓦的 Phuoc Thai 1 太陽能發電廠。東方日昇為該項目提供多晶矽太陽能電池。
• 由於上述原因，預計亞太地區將在預測期內主導市場。

競爭格局

晶體矽光伏市場分散。主要競爭對手包括韓華 Q CELLS、晶澳太陽能、夏普、晶科能源和加拿大太陽能等公司。

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

• 調查範圍
• 市場定義
• 調查假設

第 2 章執行摘要

第三章研究方法

第 4 章市場概述

• 簡介
• 2027年市場規模及需求預測（單位：百萬美元）
• 最近的趨勢和發展
• 政府法規和政策
• 市場動態
  • 驅動程序
  • 限制因素
• 供應鏈分析
• 波特五力分析
  • 供應商的議價能力
  • 消費者的議價能力
  • 新進入者的威脅
  • 替代品的威脅
  • 競爭公司之間的敵對關係

第 5 章市場細分

• 按類型
  • 單晶
  • 多晶，多晶
• 按最終用戶
  • 商業
  • 住宅
  • 公用事業規模
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 南美洲
  • 中東和非洲

第 6 章競爭格局

• 併購、合資、合作、協議
• 主要參與者採用的策略
• 公司簡介
  • Hanwha Q CELLS Co. Ltd.
  • SolarWorld AG
  • JA Solar Holdings
  • Sharp Corporation
  • Canadian Solar Inc.,
  • Trina Solar Limited
  • JinkoSolar Holding Co., Ltd

第 7 章市場機會和未來趨勢

The Crystalline Silicon Solar PV Market is expected to grow at CAGR of 5.3% during the forecast period of 2022-2027. The COVID-19 outbreak had a very slight impact on the market growth and negatively affected the supply chain in Q1 and Q2 2020. In 2020, the global solar PV capacity additions were estimated to be around 107 GW, representing stable growth from 2019. The favorable government regulations and increasing investments in renewable energy will have a positive impact on the growth of the market during the forecast period. However, high initial investment and reduced efficiency of crystalline silicon at very high temperatures restrain the market growth.

Key Highlights

• Poly-Crystalline (or) Multi-Crystalline Silicon PV is expected to dominate the market, owing to its low cost and higher space efficiency as compared to mono-crystalline PV.
• Technological advancements in the field of solar cells to increase efficiency and rise in government spending on renewable energy projects are expected to provide growth opportunities in the market.
• Asia-Pacific is expected to dominate the market, due to increase in solar energy installations across the region.

Key Market Trends

Multi-Crystalline Silicon PV is Expected to Dominate the Market

• Multicrystalline or Polycrystalline silicon wafers contain many silicon grains with different crystal orientations. These wafers are produced by crystallizing molten silicon by directional solidification in large crucibles. Multicrystalline silicon panels, due to their higher efficiency, are mostly preferred across many utility-scale and commercial solar installations.
• After years of falling prices, the cost of the raw material skyrocketed the previous year as a jump in demand overwhelmed existing manufacturing capacity. Many major manufacturers in China have opened new multi-crystalline silicon PV panels manufacturing plants with a combined capacity of 160,000 tons a year, adding to the current global capacity of about 620,000 tons. The country has reached a production volume of 238,000 metric tonnes of polycrystalline silicon by H1 2021.
• Multicrystalline solar panels are more eco-friendly than monocrystalline solar panels as they do not require individual shaping and placement of each crystal. Most of the silicon is utilized during production.
• Moreover, ATP Ingenieros Tecnicas Energeticas, is planning to commission its Carril Solar PV Park located in Spain with a capacity of 507MW using multi-crystalline solar modules by the end of 2023. The project is currently in permitting stage.
• Owing to the above points, multi-crystalline solar modules are expected to dominate the market during the forecast period.

Asia-Pacific is Expected to Dominate the Market

• Asia-Pacific, in recent years, has been the primary market for solar energy installations. With an additional installed capacity of around 78.01 GW in 2020, the region held a market share of about 58% of the global solar power installed capacity.
• The Levelized Cost of Energy (LCOE) for solar PV in the last decade reduced by more than 88%, because of which developing countries in the region, such as Indonesia, Malaysia, and Vietnam, saw an increase in solar energy installation capacity in their total energy mix.
• China is a major contributor to the solar energy market's growth in Asia-Pacific and globally. After the decrease in installed capacity addition in 2019 to only 30.05 GW, China recovered in 2020 and contributed an additional installed capacity of around 48.2 GW of solar power.
• In the year 2020, Prime Road Group Co Ltd has started the construction of 7 MW Banpu Yabuki Solar PV Plant. Yingli Solar (China) Co., Ltd. is supplying crystalline silicon solar panels to the plant located in Fukushima, Japan.
• Moreover, In July 2020, Vietnam has commissioned 50 MW Phuoc Thai 1 solar plant in Ninh Thuan province in Vietnam. Risen Energy has supplied Polycrystalline Solar panels for this project.
• Owing to above point Asia-Pacific is expected to dominate the market during the forecast period.

Competitive Landscape

The Crystalline Silicon Solar PV Market is fragmented. Some of the key players included in the market are Hanwha Q CELLS Co. Ltd., JA Solar Holdings, Sharp Corporation, JinkoSolar Holding Co., Ltd, Canadian Solar Inc.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the Study
• 1.2 Market Definition
• 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast in USD million, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Force Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 By type
  • 5.1.1 Mono-Crystalline
  • 5.1.2 Poly-Crystalline or Multi Crystalline
• 5.2 By End-User
  • 5.2.1 Commercial
  • 5.2.2 Residential
  • 5.2.3 Utility Scale
• 5.3 Geography
  • 5.3.1 North America
  • 5.3.2 Europe
  • 5.3.3 Asia-Pacific
  • 5.3.4 South America
  • 5.3.5 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Strategies Adopted by Leading Players
• 6.3 Company Profiles
  • 6.3.1 Hanwha Q CELLS Co. Ltd.
  • 6.3.2 SolarWorld AG
  • 6.3.3 JA Solar Holdings
  • 6.3.4 Sharp Corporation
  • 6.3.5 Canadian Solar Inc.,
  • 6.3.6 Trina Solar Limited
  • 6.3.7 JinkoSolar Holding Co., Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS