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1198815

風力渦輪機轉子葉片市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

Wind Turbine Rotor Blade Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 198 Pages | 商品交期: 2-3個工作天內

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簡介目錄

今年風力渦輪機轉子葉片的全球市場規模估計約為 204.9 億美元，預計在預測期內將以超過 7% 的複合年增長率增長。

市場在 2020 年受到了 COVID-19 的適度影響。 市場現在處於大流行前的水平。

主要亮點

  • 市場的主要驅動力是全球海上和陸上風電場安裝數量的增加。
  • 另一方面，隨之而來的高運輸成本以及太陽能和水電等替代清潔能源的成本競爭力可能會阻礙市場增長。
  • 風力發電行業需要具有成本效益的解決方案，而高效的產品有可能改變該行業的動態。 在某些情況下，更換舊渦輪機並不是因為它們壞了，而是因為市場上有更高效的葉片。 因此，技術開發被視為風力渦輪機轉子葉片市場的機會。
  • 到 2022 年，風力渦輪機轉子葉片市場將由亞太地區主導，大部分需求來自中國、印度和澳大利亞等國家/地區。

風力渦輪機轉子葉片市場趨勢

土地板塊主導市場

  • 陸上風能技術在過去五年中不斷發展，可以最大限度地提高單位裝機容量（兆瓦）的發電量，並以較低的風速覆蓋更多區域。 近年來，風力渦輪機輪轂高度、直徑和風力渦輪機葉片尺寸也有所增加。
  • 根據全球風能委員會 (GWEC) 的數據，由於全球最大的兩個風電市場中國和美國的增長放緩，2021 年陸上風電市場將比 2020 年下降 18% 至 72.5 吉瓦。世界。 然而，2021年歐洲、拉美、非洲和中東地區出現了爆發式增長，新增陸上裝機分別增長了19%、27%和120%。
  • 亞太和北美的陸上風電新增裝機容量較 2020 年分別下降了 31% 和 21%，但這兩個地區在 2021 年合計佔全球陸上風電裝機容量的三分之一左右。佔 2 或更多。 然而，預計在預測期內，中國、美國和印度等幾個主要國家的投資和雄心勃勃的可再生能源目標將推動對風力渦輪機轉子葉片的需求。
  • 此外，根據國際可再生能源署 (IRENA) 的數據，平準化能源成本 (LCOE) 和全球加權平均總安裝成本將從 2016 年的 0.060 美元/千瓦時和 1,652 美元/千瓦增加到 2020 年的 0.039 美元/千瓦時。美元/千瓦時和 1355 美元/千瓦。 此外，在預測期內，由於資本成本降低、成熟帶來的競爭加劇以及技術改進，預計 LCOE 和加權平均成本將進一步下降。
  • 印度是發展最快的風力發電國家之一。 據印度新能源和可再生能源部稱，截至2021年，該國風電裝機容量將位居世界第四，總裝機容量為408萬千瓦。 風能產業的擴張在該國創造了強大的生態系統、項目運營能力和每年約 10,000 兆瓦的生產基地。 中國也在追隨同樣的趨勢。 根據國家能源局（NEA）的數據，2021 年將有 47.5GW 風電並網，其中陸上風電裝機容量達到 310.62GW，創歷史新高。 由於高投資額和政府政策的變化，預計陸地部分將引領印度和中國風力渦輪機轉子葉片市場的增長。
  • 根據 GWEC 的數據，美國陸上風電行業將在 2021 年創下全球第二高的年度新裝機容量，投產量約為 1274 萬千瓦。 美國陸上風電裝置也將直接為陸上風力渦輪機轉子葉片市場做出貢獻，這主要是由於項目開發商必須在最後期限前完成生產稅收抵免計劃的逐步取消。
  • 此外，據 WindEurope 稱，陸上風電將推動歐洲地區的市場需求，該地區的目標是到 2030 年實現零碳排放。 據GWEC稱，陸上風力發電約佔風能的90%。 預計減少碳排放和逐步淘汰傳統電力系統的嚴格法規將推動市場發展。
  • 因此，基於上述因素，由於較低的 LCOE 和 CAPEX 以及清潔資源對能源的高需求，預計陸上風力渦輪機轉子葉片行業在預測期內將會增長。

亞太地區主導市場

  • 亞太地區是全球風力渦輪機轉子葉片市場中最大的地區之一。 大部分需求來自中國、印度和日本。 自 1891 年發明現代風力渦輪發電機 (WTG) 以來，中國已將風能技術視為為農村和偏遠地區供電的有效方式。 由於政策改革、專門的研發舉措、新的融資機制和最新五年計劃中的明確目標，中國的風電裝機容量將從 1990 年的僅 4 兆瓦增長到 2021 年的 338.3 吉瓦。
  • 2021 年中國的裝機容量和新增容量都將遙遙領先於世界第一。 據 IRENA 稱，中國將繼續主導陸上風電行業，到 2050 年將佔全球裝機容量的 50% 以上。 此外，由於人口眾多，該國的高電力需求預計將推動風電的增長。 在國內聯邦和州政府的支持下，包括中國公司在內的幾家跨國公司正在投資這一領域。
  • 根據國家能源局 (NEA) 的數據，中國將在 2021 年並網 47.5 吉瓦的陸上風電裝機容量，使陸上裝機總量達到 310.62 吉瓦。 此外，隨著國際出口和國內市場對關鍵零部件和材料的需求不斷增長，預計未來幾年中國陸上風電市場將穩步增長。 在中國，近70%的電力來自火力發電。 隨著火力發電污染日益嚴重，我們著力提高清潔可再生能源發電比例。
  • 此外，2021年全球新增海上風電裝機容量2110萬千瓦，其中80%（1690萬千瓦）將由中國製造，中國海上風電累計裝機容量為2768萬千瓦。到達 基於這些因素，中國有望成為亞太地區最大的風電轉子葉片市場。
  • 到 2021 年，印度將擁有世界第四大風力發電裝機容量。 這些項目主要分佈在該國的北部、南部和西部。 2021年印度風電裝機容量為4008萬千瓦，比2020年的3862萬千瓦增長4%。 此外，在395GW中，非化石燃料佔總發電量的比例為38.5%。 風能目前佔其中的 10.2%，但為了進一步履行其 2030 年氣候承諾，新能源和可再生能源部 (MNRE) 宣佈到 2030 年將建設 140GW 的風能裝機容量。我認為這是必要的。 為實現這一目標，預計未來幾年風電場項目的數量將呈指數級增長，從而帶動國內對風電設備的需求。
  • 此外，印度正尋求通過挖掘其 7,600 公裡海岸線上完全未開發的海上風電場的潛力來擴大其綠色能源組合。 近年來，人們對海洋的關注有所增加。 可再生能源部製定了到2030年海上風電裝機容量達到30GW的目標。
  • 因此，即將到來的風電場項目等因素，以及亞太地區各國政府的支持性政策和法規，將在預測期內推動亞太地區對風力渦輪機轉子葉片的需求. 預計會增加。

風力渦輪機轉子葉片市場競爭對手分析

風力渦輪機轉子葉片市場本質上是分散的。 主要市場參與者（排名不分先後）包括 TPI Composites SA、LM Wind Power（GE 可再生能源業務）、Siemens Gamesa Renewable Energy, S.A.、Vestas Wind Systems A/S 和 Enercon GmbH。

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
  • 調查先決條件

第 2 章執行摘要

第三章研究方法論

第 4 章市場概述

  • 介紹
  • 到 2027 年的市場規模和需求預測（單位：十億美元）
  • 風力渦輪機轉子葉片價格分析
  • 近期趨勢和發展狀況
  • 政府政策法規、目標
  • 市場動態
    • 司機
    • 約束因素
  • 供應鏈分析
  • 波特的五力分析
    • 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

  • 部署地點
    • 陸上
    • 離岸
  • 刀片材料
    • 碳纖維
    • 玻璃纖維
    • 其他刀片材料
  • 按地區
    • 北美
    • 歐洲
    • 亞太地區
    • 南美洲
    • 中東

第六章競爭格局

  • 併購、合資、合作、協議
  • 主要參與者採用的策略
  • 公司簡介
    • TPI Composites Inc.
    • Lianyungang Zhongfu Lianzhong Composites Group Co. Ltd
    • LM Wind Power（a GE Renewable Energy business）
    • Nordex SE
    • Siemens Gamesa Renewable Energy, S.A.
    • Vestas Wind Systems A/S
    • MFG Wind
    • Sinoma wind power blade Co. Ltd
    • Aeris Energy
    • Suzlon Energy Limited
    • Enercon GmbH

第7章市場機器社會與未來趨勢

簡介目錄
Product Code: 47348

The Global Wind Turbine Rotor Blade Market size was estimated at about USD 20.49 billion in the current year and is projected to register at a CAGR of more than 7% during the forecast period.

The market was moderately impacted by COVID-19 in 2020. Presently, the market has reached pre-pandemic levels.

Key Highlights

  • The major driving factor of the market is the growing number of offshore and onshore wind energy installations across the world.
  • On the flip side, the associated high cost of transportation and cost competitiveness of alternate clean power sources, like solar power, hydropower, etc., have the potential to hinder market growth.
  • The wind power industry has been in demand for cost-effective solutions, and a highly efficient product has the potential to change the dynamics of the industry. There were instances where old turbines were replaced, not because of the damage but due to the availability of more efficient blades in the market. Hence, technological developments present themselves as opportunities for the wind turbine rotor blade market.
  • Asia-Pacific dominated the wind turbine rotor blade market in 2022, with the majority of the demand coming from countries like China, India, and Australia.

Wind Turbine Rotor Blade Market Trends

Onshore Segment to Dominate the Market

  • The onshore wind energy power generation technology has evolved over the last five years to maximize electricity produced per megawatt capacity installed and to cover more sites with lower wind speeds. Besides this, in recent years, wind turbines have become larger with taller hub heights, broader diameters, and larger wind turbine blades.
  • According to the Global Wind Energy Council (GWEC), the onshore wind market added 72.5 GW worldwide in 2021, 18% lower than in 2020, due to a slowdown in the growth of the onshore wind market in China and the United States, the world's two largest wind markets. However, in 2021, explosive growth was witnessed in Europe, Latin America, Africa, and the Middle East, where new onshore installations increased by 19%, 27%, and 120%.
  • Onshore wind additions in the Asia-Pacific and North America have decreased by 31% and 21% compared to 2020, but the two regions combined still made up more than two-thirds of global onshore wind installations in 2021. However, investments and ambitious renewable targets from several major countries, such as China, the United States, and India, are expected to drive the demand for wind turbine rotor blade during the forecast period.
  • Further, according to the International Renewable Energy Agency (IRENA), the levelized cost of energy (LCOE) and global weighted average total installed cost decreased from 0.060 USD/kWh and 1652 USD/kW in 2016 to 0.039 USD/kWh and 1355 USD/kW in 2020. In addition, the LCOE and the weighted average cost are expected to decline further owing to the reductions in capital costs, increased competition as the sector continues to mature, and improvements in technology during the forecast period.
  • India is one of the fastest-growing wind power generators. According to India's Ministry of New and Renewable Energy, as of 2021 the country had the fourth-highest installed wind energy capacity in the world, with a total installed capacity of 40.08 GW. The expansion of the wind industry has resulted in a robust ecosystem, project operation capabilities, and a manufacturing base of about 10,000 MW per annum in the country. China follows the same trend. According to the National Energy Administration (NEA), 47.5 GW of wind capacity was grid-connected in 2021, and the total onshore installed wind capacity registered at 310.62 GW. Due to high investment and changes in government policy, the onshore segment is expected to lead the growth of the wind turbine rotor blade market in India and China.
  • According to the GWEC, the United States' onshore wind sector reported the second-highest annual new installations in the world in 2021, with around 12.74 GW commissioned. The onshore wind installation in the United States was driven primarily due to the planned Production Tax Credit phase-out as project developers had to meet their deadline, which also directly aids the onshore wind turbine rotor blade market.
  • Further, according to WindEurope, onshore wind energy will lead the market demand in the European region to achieve net-zero carbon emissions by 2030. According to GWEC, onshore wind energy capacity takes around 90% of wind energy. Strict regulations to reduce carbon emissions and phase out conventional power systems are expected to drive the market.
  • Therefore, based on the above-mentioned factors, the onshore wind turbine rotor blade segment is expected to grow due to declining LCOE and reduced CAPEX, coupled with high energy demand through clean sources, during the forecast period.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is one of the largest regions in the global wind turbine rotor blade market. Most of the demand is generated from China, India, and Japan. Since the invention of the modern wind turbine generator (WTG) in 1891, China has recognized that wind energy technology offers an effective way to provide electricity to rural and isolated areas. China's installed wind capacity grew from a mere 4 MW in 1990 to 338.30 GW in 2021 due to policy reforms, dedicated R&D initiatives, new financing mechanisms, and clear goals in the most recent Five-Year Plans.
  • Both China's installed capacity and new capacity in 2021 were the largest in the world by a wide margin. According to IRENA, China is expected to continue to dominate the onshore wind power industry, with more than 50% of global installations by 2050. Also, due to the high population, high electricity demand in the country is expected to promote growth in wind energy. Several multinational corporations, including Chinese firms, are investing in this sector with the help of federal and provincial governments across the country.
  • According to the National Energy Administration (NEA), China connected 47.5 GW of onshore wind capacity in 2021, boosting its total onshore installations to 310.62 GW. Further, the Chinese onshore wind market is expected to grow steadily in the coming years, with rising needs for key components and materials, not only for the national market but also for international exports. Besides, in China, nearly 70% of the electricity produced is from thermal energy sources. As there is increasing pollution from thermal sources, the country has been focusing on increasing the share of cleaner and renewable sources in power generation.
  • Furthermore, out of the total 21.10 GW of newly installed offshore capacity worldwide, 80% (16.90 GW) of the new installations came from China in 2021, and China's cumulative offshore wind capacity stood at 27.68 GW. All of this indicates that China is expected to be the largest market for wind turbine rotor blades market in the Asia-Pacific region.
  • India held the fourth-largest wind power installed capacity globally as of 2021. These projects are majorly spread in the northern, southern, and western parts of the country. As of 2021, India's total installed wind capacity was 40.08 GW, witnessing an increase of 4% compared to the 38.62 GW in 2020. The country's current share of non-fossil fuels in overall generation capacity stands at 38.5% out of 395 GW. While wind currently accounts for 10.2% of this, to further realize its 2030 climate commitments, the Ministry of New and Renewable Energy (MNRE) has estimated that 140 GW of wind energy capacity is required by 2030. In order to reach such a target, the number of wind projects is expected to increase drastically in the coming years, driving the demand for wind power equipment in the country.
  • Furthermore, India is trying to expand its green energy portfolio by harnessing the entirely unexploited offshore wind energy potential along its 7,600-kilometer coastline. The focus on offshore increased in recent years. The renewable energy ministry has set a target of 30 GW of offshore wind installations by 2030.
  • Therefore, factors, such as upcoming wind power projects, along with supportive government policies and regulations in different countries across the region, are expected to increase the demand for wind turbine rotor blades in the Asia-Pacific during the forecast period.

Wind Turbine Rotor Blade Market Competitor Analysis

The wind turbine rotor blade market is fragmented in nature. Some of the major players in the market (in no particular order) include TPI Composites SA, LM Wind Power (a GE Renewable Energy business), Siemens Gamesa Renewable Energy, S.A., Vestas Wind Systems A/S, and Enercon GmbH.

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 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Wind Turbine Rotor Blades Price Analysis
  • 4.4 Recent Trends and Developments
  • 4.5 Government Policies, Regulations, and Targets
  • 4.6 Market Dynamics
    • 4.6.1 Drivers
    • 4.6.2 Restraints
  • 4.7 Supply Chain Analysis
  • 4.8 Porter's Five Forces Analysis
    • 4.8.1 Bargaining Power of Suppliers
    • 4.8.2 Bargaining Power of Consumers
    • 4.8.3 Threat of New Entrants
    • 4.8.4 Threat of Substitutes Products and Services
    • 4.8.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Location of Deployment
    • 5.1.1 Onshore
    • 5.1.2 Offshore
  • 5.2 Blade Material
    • 5.2.1 Carbon Fiber
    • 5.2.2 Glass Fiber
    • 5.2.3 Other Blade Materials
  • 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

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 TPI Composites Inc.
    • 6.3.2 Lianyungang Zhongfu Lianzhong Composites Group Co. Ltd
    • 6.3.3 LM Wind Power (a GE Renewable Energy business)
    • 6.3.4 Nordex SE
    • 6.3.5 Siemens Gamesa Renewable Energy, S.A.
    • 6.3.6 Vestas Wind Systems A/S
    • 6.3.7 MFG Wind
    • 6.3.8 Sinoma wind power blade Co. Ltd
    • 6.3.9 Aeris Energy
    • 6.3.10 Suzlon Energy Limited
    • 6.3.11 Enercon GmbH

7 MARKET OPPORTUNITIES AND FUTURE TRENDS