風力發電市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

預計風電裝機容量在預測期內的複合年增長率將超過 8%。

COVID-19 大流行降低了整體能源消耗，擾亂了供應鏈，並減緩了全球經濟發展。 由於航運業在 COVID-19 爆發期間受到干擾，大多數設備和零件，例如連接到齒輪箱並最終使風力渦輪機保持旋轉的滾子軸承，在市場上一直供不應求。曾是。 因此，大流行期間的項目延誤和投資不足限制了市場增長。 然而，有利的政府政策、對即將進行的風電項目的投資增加以及由於風電成本降低而增加風電採用等因素預計將在預測期內推動市場。 越來越多地採用天然氣發電和太陽能發電等替代能源可能會阻礙市場增長。

截至 2020 年，陸上風力發電已成為世界上最有價值的可再生能源之一。 然而，在風電市場，海上風電領域正在蓄勢待發，預計在不久的將來會有顯著增長。

非洲和南美洲等新興市場以及巴西、南非和智利等發展中國家為風電項目運營商和設備供應商提供了強大的商機。 對電力的需求也越來越大，這有望在不久的將來為風力發電的發展提供市場機會。 風力發電的巨大潛力及其不斷下降的成本有望在未來為市場帶來廣闊的商機。

亞太地區是風電市場最成熟、競爭最激烈的地區之一，中國和印度的需求強勁。 預計新風電項目的建設和開發也將帶動該地區的市場。

風電市場趨勢

海上風電領域有望大幅增長

2020 年，海上風電發電量為 25TWh（增長 29%），新增容量達到 6.1GW。 中國已經安裝了全球一半的新增海上風電容量，在 2020 年創下歷史新高。 在歐洲，大部分安裝在荷蘭，其次是比利時和英國，錄得穩定增長。

海上風電市場以英國、德國和中國為中心。 英國已經擁有世界上最大的浮動海上風電場，在蘇格蘭擁有 30 兆瓦的運營能力，在蘇格蘭和威爾士還有 150 兆瓦的管道。 英國政府制定了到2030年風電行業達到40GW的目標，這將支撐該國的海上風電市場。

2020年，中國海上風電新增裝機容量將連續第三年領跑全球，超過3GW。 2020年，我國海上風電累計裝機容量將達到990萬千瓦，居世界第二位。

中國、德國和美國等國家現在面臨的挑戰是，距離海岸 6 英裡以內的所有潛在風電場都已開發完畢。 大多數國家都在開發近海區域以產生更多電力並實現其 2030 年可再生能源目標。

因此，預計未來幾年海上風電將以更快的速度增長。 2020年，美國海洋能源管理辦公室（BOEM）正處於紐約、南卡羅來納、加利福尼亞和夏威夷外海租賃區域的規劃階段，預計將對加利福尼亞和紐約灣的新租賃區域進行租賃拍賣。

美國等國家計劃建設七個大型海上風電項目，到 2030 年可為 1000 萬戶家庭供電。 此外，印度製定了到2030年實現海上風電30GW的目標。

在此背景下，預計海上風電市場在預測期內將出現顯著增長。

預計亞太地區將主導市場

亞太地區是全球最大的風電市場，擁有中國、印度和澳大利亞等主要風電市場。 在預測期內，中國的增長尤其令人鼓舞，預計將成為領先地區。

中國風電市場以陸上風電為主，2020年新增裝機4894萬千瓦，2020年陸上風電累計裝機容量達到27832萬千瓦。

該地區的另一個主要國家是印度，截至 2020 年底，其風電裝機容量約為 3862 萬千瓦，同年新增約 111 萬千瓦。 印度政府設定了到 2022 年達到 60 吉瓦的目標。 為實現這一目標，預計未來兩年項目數量將大幅增加，從而推動該國對風電的需求。

因此，由於大規模風電裝置和即將開展的項目，以及擴大海上風電領域的計劃，預計亞太地區將在預測期內主導市場。

風電市場競爭對手分析

風電市場是分散的。 該市場的主要參與者包括 Acciona Energia SA、Duke Energy Corporation、Electricite de France (EDF) SA、Orsted AS、NextEra Energy Inc.、E.ON SE。

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• Excel 格式的市場預測 (ME) 表
• 3 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

第三章研究方法論

第 4 章市場概述

• 簡介
• 2020 年可再生能源組合
• 到 2027 年的風力發電裝機容量和預測 (GW)
• 近期趨勢和發展狀況
• 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

• 位置
  • 陸上
  • 離岸
• 地區
  • 北美
  • 歐洲
  • 亞太地區
  • 中東
  • 南美洲

第六章競爭格局

• 併購、合資企業、合作、協議等。
• 市場份額分析 - 風力渦輪機供應商
• 領先玩家戰略
• 公司簡介
  • 風力發電基地營運商
    • Acciona Energia SA
    • Duke Energy Corporation
    • EDF SA
    • Orsted AS
    • NextEra Energy Inc.
    • E.ON SE
  • 機器供應商
    • Aerodyn Energiesysteme GmbH
    • Envision Energy
    • General Electric Company
    • Xinjiang Goldwind Science & Technology Co. Ltd（Goldwind）
    • Siemens Gamesa Renewable Energy SA
    • Suzlon Energy Limited
    • Vestas Wind Systems AS
    • Dongfang Electric Corporation

第7章 市場機會未來動向

The wind power installed capacity is expected to register a CAGR of more than 8% during the forecast period. The COVID-19 pandemic resulted in a decline in overall energy consumption, disrupted the supply chains, and slowed down economic development around the world. Most of the equipment and components, such as roller bearings that connect to gearboxes and eventually allow the wind turbines to keep spinning, were falling short in market demand as the shipping industry was disrupted during the COVID-19 outbreak. This, in turn, has led to the restrained growth of the market due to project delays and lack of investments during the pandemic. However, factors such as favorable government policies, the increasing investment in upcoming wind power projects, and the reduced cost of wind energy, which has led to increased adoption of wind energy, are expected to drive the market during the forecast period. The increasing adoption of alternative energy sources such as gas-based power and solar power is likely to hinder the market growth.

As of 2020, onshore wind power emerged as one of the most valued renewable energy sources worldwide. However, the offshore wind sector has been gaining momentum in the wind power market, and it is expected to witness significant growth in the near future.

The emerging markets in Africa and South America offer a robust business opportunity for the wind power project operators and equipment suppliers as countries, including Brazil, South Africa, Chile, etc., are on the cusp of development. There is also an increased demand for electricity, which is expected to provide market opportunities for wind power development in the near future. The massive wind power potential and a decline in the cost of the same are likely to provide widespread business opportunities to the market in the coming years.

Asia-Pacific is one of the most mature and competitive regions in the wind power market, with strong demand from China and India. Also, the construction and development of new wind power generation projects is likely to drive the market in the region.

Wind Power Market Trends

The Offshore Wind Power Sector is Expected to Witness Significant Growth

In 2020, offshore wind power generated 25 TWh (+29%) in 2020, with capacity additions of 6.1 GW. China has installed half of all new global offshore wind capacity, making it a record in 2020. Also, in Europe, steady growth was recorded with the majority of additions in the Netherlands, followed by Belgium and the United Kingdom.

The offshore wind power market is dominated by the United Kingdom, Germany, and China. The United Kingdom already has the world's largest floating wind farms, with 30 MW of operational capacity in Scotland and a further 150 MW in the pipeline in Scotland and Wales. The UK government has set the wind industry a target of reaching 40 GW by 2030, which will support the offshore wind power market in the country.

In 2020, China led the world for the third year in a row, with over 3 GW of new offshore wind capacity in 2020. In 2020, China had a cumulative installed offshore wind capacity of 9.9 GW, making it the second-largest in the world.

Countries such as China, Germany, and the United States are now facing the challenge that all the promising wind farm sites within 6 miles of the shore have already been exploited. Most countries are exploring offshore areas to boost the capacity further and meet their 2030 renewable targets.

As a result, offshore wind power is expected to grow at a faster pace in the coming years. In 2020, the United States Bureau of Ocean Energy Management (BOEM) was in the planning stages for leasing areas off the coast of New York, South Carolina, California, and Hawaii, and it expects to hold lease auctions for new California and New York Bight lease areas.

Countries like the United States have plans to build seven major offshore wind projects, which are likely to power 10 million homes by 2030. Further, India has a target to achieve 30 GW of offshore wind power by 2030.

Hence, with such a scenario, the offshore wind power market is expected to witness significant growth during the forecast period.

Asia-Pacific is Expected to Dominate the Market

Asia-Pacific is the largest wind power market in the world, with leading wind power markets such as China, India, and Australia. Encouraging growth, especially in China, is expected to make it the leading region during the forecast period.

The Chinese wind power market is largely dominated by its onshore segment, with new installations of 48.94 GW in 2020, making it to a cumulative total of 278.32 GW of onshore wind capacity in 2020.

The Chinese wind power market is largely comprised (nearly 95%) of Chinese manufacturers. As of the end of 2020, the top turbine manufacturers in China included Goldwind, followed by Envision and Mingyang. The small non-Chinese presence is held by three main foreign manufacturers, namely, Vestas, Siemens-Gamesa, and GE.

Other leading countries in the region include India, which, by the end of 2020, had an installed wind capacity of around 38.62 GW, and it added around 1.11 GW in the same year. The Indian government has set a target of 60 GW by 2022. To achieve the target, the number of projects during the next two years is expected to increase drastically, thus driving the demand for wind power in the country.

Therefore, large-scale wind power installations and upcoming projects and plans to expand the offshore wind power segment are expected to help Asia-Pacific dominate the market during the forecast period.

Wind Power Market Competitor Analysis

The wind power market is fragmented. Some of the key players in this market include Acciona Energia SA, Duke Energy Corporation, Electricite de France (EDF) SA, Orsted AS, NextEra Energy Inc., and E.ON SE.

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 Renewable Energy Mix, 2020
• 4.3 Wind Power Installed Capacity and Forecast in GW, till 2027
• 4.4 Recent Trends and Developments
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces 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 Substitute Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Location
  • 5.1.1 Onshore
  • 5.1.2 Offshore
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 Middle-East
  • 5.2.5 South America

6 COMPETITIVE LANDSCAPE

• 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
• 6.2 Market Share Analysis - Wind Turbine Suppliers
• 6.3 Strategies Adopted by Leading Players
• 6.4 Company Profiles
  • 6.4.1 Wind Farm Operators
    • 6.4.1.1 Acciona Energia SA
    • 6.4.1.2 Duke Energy Corporation
    • 6.4.1.3 EDF SA
    • 6.4.1.4 Orsted AS
    • 6.4.1.5 NextEra Energy Inc.
    • 6.4.1.6 E.ON SE
  • 6.4.2 Equipment Suppliers
    • 6.4.2.1 Aerodyn Energiesysteme GmbH
    • 6.4.2.2 Envision Energy
    • 6.4.2.3 General Electric Company
    • 6.4.2.4 Xinjiang Goldwind Science & Technology Co. Ltd (Goldwind)
    • 6.4.2.5 Siemens Gamesa Renewable Energy SA
    • 6.4.2.6 Suzlon Energy Limited
    • 6.4.2.7 Vestas Wind Systems AS
    • 6.4.2.8 Dongfang Electric Corporation

7 MARKET OPPORTUNITIES AND FUTURE TRENDS