市場調查報告書
商品編碼
1218861
全球多晶矽市場:到 2028 年的預測 - 按等級(電子級、太陽能級)、形式(顆粒、塊、棒)、產品類型、技術、應用和地區分析Polysilicon Market Forecasts to 2028 - Global Analysis By Grade (Electronic Grade and Solar Grade), By Form (Granules, Chunks and Rods), By Product Type, By Technology, By Application and By Geography |
根據 Stratistics MRC 的數據,2022 年全球多晶矽市場規模將達到 102.2 億美元,預計 2028 年將達到 238.8 億美元,預測期內復合年增長率為 15.2%。
冶金級矽用於開發稱為多晶矽的多晶矽。多晶矽是由無數微小晶體組成的極其純淨的矽。這種物質是製造太陽能電池等電子設備的重要組成部分。
據國際可再生能源署(IRENA)預測,2021年全球太陽能光伏產能擴張總量將增長19%,新增裝機133GW。此外,根據世界經濟論壇的數據,到 2021 年,太陽能和風力發電合計將首次超過全球總發電量的 10%,其中太陽能發電約佔 5%。
市場動態
促進者
對太陽能的需求
光伏行業對多晶矽的需求上升是推動市場增長的主要因素。新興國家各種終端用戶細分市場的發展和擴大,以及各種工業應用對多晶矽的需求不斷增加,包括多晶太陽能電池板、電子產品、小型太陽能消費設備等的製造,也直接推動了市場的發展增長速度,並將產生積極影響。
抑製劑
原料短缺,成本高
因鎖倉和價格波動導致的原材料供需短缺是市場增長的主要障礙。不斷上升的研發成本、政府對工業活動的嚴格限制、進出口稅的上漲以及嚴重的國際貿易壁壘將減緩市場增長速度。此外,高資本成本將限制市場的增長潛力。
機會
政府的努力
工業化程度的提高、對可再生能源的依賴程度增加、中小企業的增加,特別是在發展中國家,以及對技術進步和生產方法現代化的重視,預計都將促進該行業的發展。此外,政府將加大力度降低太陽能產品的成本。
威脅
使用資本密集型製造工藝
製造設備的開發成本高昂,需要最先進的設備和優秀的人力資源。目前,中國生產了全球約80%的產品,並主導著市場。疫情導致的供應鏈中斷導致的矽芯片短缺影響了所有與半導體電子相關的行業,例如依賴半導體元件的汽車和家電。面對供應鏈的脆弱性,一些國家已經認識到國內生產對依賴半導體的行業的重要性和地緣政治影響。
COVID-19 的影響
2020 年,中國主導了全球市場,並在 COVID-19 爆發中發揮了核心作用。大流行期間實施的區域封鎖限制擾亂了供應鏈,並對許多最終用途行業產生了負面影響。此外,貿易限制、勞動力和原材料短缺、海運集裝箱短缺以及物流困難導致全球供應鏈因大流行而中斷。此外,半導體產能受到原材料短缺的嚴重衝擊,導致矽片全面短缺。
太陽能光伏行業預計在預測期內將是最大的
由於其廣泛用於半導體和光伏面板的製造,預計光伏領域將在預測期內主導市場。然而,推動這一細分市場增長的主要因素是全球對安裝光伏系統的需求不斷增長,這反過來又推動了需求。
預計電子級細分市場在預測期內的複合年增長率最高
由於電子行業的快速增長和太陽能利用的增加,預計電子行業在預測期內的複合年增長率最高。由於傳統能源的枯竭和對環境可持續性的日益關注,製造商正在各個業務領域尋找其他可再生能源選擇,例如太陽能。此外,太陽能電池板與電網以及商業建築和家庭中的各種電器一起用作替代電源。
市場佔有率最高的地區
由於中國、韓國和印度等國家的消費量增加,亞太地區預計在預測期內將主導全球多晶矽市場。據中國政府統計,中國多晶矽年產能已達12.2萬噸。此外,截至 2021 年 6 月,世界上最大的太陽能裝置中的大部分已經確定在中國和印度。此外,位於印度拉賈斯坦邦焦特布爾地區的 Bhadla 太陽能發電廠總裝機容量為 2,245 兆瓦。
複合年增長率最高的地區
由於停電次數增加、需要穩定的電力供應、各種終端用途行業的需求增加以及研發活動增加等各種因素,亞太地區將在預測期內見證多晶矽市場的最高複合年增長率。預計會更高。此外,中國和印度等國家消費和需求的增長、政府支持工業增長的投資政策以及經濟的高速增長正在推動該地區的市場增長。
重大發展
2022 年 8 月,REC Silicon ASA 和 Mississippi Silicon 合作在美國開發太陽能供應鏈。他們計劃將這條太陽能供應鏈從原料矽發展為多晶矽,最後發展為完全組裝的模塊。
2022 年 4 月,OCI Company Ltd 與韓國光伏製造商 Hanwha Solutions(Hanwha 的一個部門)就多晶矽供應簽署了一份限制性諒解備忘錄 (MoU)。訂單價值約為12億美元。這使該公司能夠提高其利潤率。
本報告內容
免費定制服務
訂閱此報告的客戶將免費獲得以下自定義選項之一。
根據產品組合、地域分佈和戰略聯盟對主要參與者進行基準測試
According to Stratistics MRC, the Global Polysilicon Market is accounted for $10.22 billion in 2022 and is expected to reach $23.88 billion by 2028 growing at a CAGR of 15.2% during the forecast period. Metallurgical-grade silicon is used to develop polysilicon, also known as polycrystalline silicon. It is a very pure variety of silicon made up of numerous smaller crystals. This substance is an essential component used in the production of solar cells and other electronic devices.
According to International Renewable Energy Agency (IRENA), the total global solar capacity expansion increased by 19% in 2021, recording 133 GW additional installations. Furthermore, as per World Economic Forum, in 2021, for the first time, solar and wind together generated over 10% of the total electricity across the world, with solar power accounting for around 5% of the share.
Market Dynamics:
Driver:
Demand for solar power
An increase in the demand for polysilicon from the solar power industry is the main factor driving the market growth rate. The development and expansion of various end-user verticals in emerging economies, as well as the rising demand for polysilicon for a range of industrial applications, including the production of multi-crystalline solar panels, electronics, civilian small solar equipment, and others, will also directly and favourably affect the market's growth rate.
Restraint:
Insufficient Raw Materials and High Costs
Lack of demand and supply for raw materials as a result of the lockup and price volatility will be a significant barrier to the market's growth. The market's growth rate will be decelerated by the high cost of R&D, stringent government regulations on industrial operations, rising import and export taxes, and severe international trade barriers. The market's capacity for growth will also be restricted by high capital costs.
Opportunity:
Government initiatives
An increase in industrialization, a greater reliance on renewable energy sources, an increase in the number of small and medium-sized businesses, particularly in developing countries, and a growing emphasis on technological advancements and modernization of production methods will all contribute to the industry's growth. The government will also make greater efforts to reduce the cost of solar products.
Threat:
Use of Capital Intensive Manufacturing Process
The development of a manufacturing facility is a costly venture that also needs cutting-edge equipment and a highly qualified workforce. At present, China controls the market, producing about 80% of the world's goods. A silicon chip shortage brought on by pandemic-related supply chain disruptions had an effect on all industries related to semiconductor electronics, including the automotive and consumer electronics sectors, which depend on semiconductor components. Several nations have realised the significance of domestic production and its geopolitical implications for their semiconductor-dependent industries after witnessing supply chain vulnerabilities.
COVID-19 Impact:
In 2020, China dominated the world market and served as the central focus of the COVID-19 outbreak. The regional lockdown restrictions that were imposed during the pandemic disrupted supply chains and had a negative impact on many end-use industries. Additionally, trade restrictions, labour and raw material shortages, a lack of freight containers, and logistical difficulties all contributed to the pandemic's disruption of the global supply chain. Moreover, the capacity for producing semiconductors was significantly impacted by the lack of raw materials, which led to a total lack of silicon chips.
The photovoltaic segment is expected to be the largest during the forecast period
Due to the widespread use of materials in the production of semiconductors and solar photovoltaic panels, the photovoltaics segment is expected to dominate the market during the projection period. However, the main factor driving this segment's growth is the rising global demand for the installation of solar PV systems, which in turn drives up demand.
The electronics grade segment is expected to have the highest CAGR during the forecast period
Due to the electronics sector's rapid growth and a rise in solar energy usage, the electronics segment is expected to have the highest CAGR during the forecast period. Manufacturers are considering other renewable energy options, like solar energy, in a variety of business sectors due to growing concerns about the depletion of conventional energy sources and the sustainability of the environment. Moreover, solar panels are used as alternative sources of electricity alongside various electrical appliances in power grids and commercial and residential buildings.
Region with largest share:
Because of rising consumption in nations like China, South Korea, and India, the Asia-Pacific region is expected to dominate the global market for polysilicon during the estimation period. The nation's 122,000-ton annual production capacity for polysilicon was emerging, according to the Chinese ministry. Additionally, the majority of the largest solar power facilities in the world as of June 2021 were identified in China and India. Moreover, with a total output capacity of 2,245 megawatts, the Bhadla solar farm is located in India's Jodhpur district, Rajasthan.
Region with highest CAGR:
Due to a variety of factors, including an increase in power outages, an immediate need for dependable power supply, rising demand from a range of end-use industries, and an increase in research and development activities, the Asia-Pacific region is anticipated to have the highest CAGR in the polysilicon market during the forecast period. Furthermore, rising consumption and demand from nations like China and India, investment policies by the government to support industrial growth, and high economic growth are driving market growth in this region.
Key players in the market
Some of the key players in Polysilicon market include SunEdison Inc, Hemlock Semiconductor Operations And Hemlock Semiconductor, REC Silicon ASA, Tokuyama Corporation, Mitsubishi Polycrystalline Silicon America Corporation, Qatar Solar Technologies, Wacker Chemie AG, Osaka Titanium Technologies Co. Ltd, OCI Solar Power LLC, Daqo New Energy Corp. and GCL-Poly Energy Holdings Limited.
Key Developments:
In August 2022, REC Silicon ASA and Mississippi Silicon collaborated to develop a solar supply chain in the United States. They plan to develop this solar supply chain from raw silicon to polysilicon and finally to fully assembled modules.
In April 2022, OCI Company Ltd signed a binding memorandum of understanding (MoU) with the South Korean-based solar manufacturer Hanwha Solutions, which is a unit of Hanwha, for the supply of polysilicon. The order was valued at about USD 1.2 billion. This has helped the company in increasing its profit margins.
Grades Covered:
Forms Covered:
Product Types Covered:
Technologies Covered:
Applications Covered:
Regions Covered:
What our report offers:
Free Customization Offerings:
All the customers of this report will be entitled to receive one of the following free customization options:
Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances