日本太陽能市場 - 增長、趨勢、COVID-19 影響和預測 (2023-2028)

日本的太陽能市場預計在 2022 年至 2027 年間以超過 9.2% 的複合年增長率增長。

COVID-19 大流行並未造成重大負面影響，2020 年完成了約 540 萬千瓦的太陽能發電項目。 然而，與供應鍊和勞動力相關的一些擔憂並不是 2020 年市場增長的主要挑戰。 規劃階段在建的管道和光伏項目等因素預計將在預測期內提振太陽能累計裝機容量。 然而，越來越多地採用風能等替代可再生能源可能會阻礙預測期內的市場增長。

主要亮點

• 在未來五年，我們預測地面安裝將成為每年太陽能裝機容量增長的最大驅動力。 此外，大部分新增太陽能容量預計將來自日本本島的新裝置。
• 該地區的目標是到 2030 年減少溫室氣體排放，預計未來幾年太陽能公司將有更多機會安裝太陽能發電廠。 此外，該地區計劃減少對原油等外國化石燃料的依賴，並將選擇太陽能等可再生能源，以降低當地與進口原油相關的成本。
• 市場受到政府支持政策的推動，尤其是旨在鼓勵可再生能源發電的計劃。

日本太陽能市場趨勢

地面安裝主導市場

• 通過三菱和東芝等巨頭，日本一直走在地面太陽能發展的前沿。 技術成本的持續降低、FiT 等政策變化以及對實現各種產能目標的興趣日益濃厚，推動了國內增長，這將有助於預測期內光伏市場的增長。
• 此外，該國的公司正在尋求與其他全球公司的合作夥伴關係，預計這將通過知識交流進一步降低價格，並有助於該國該行業的發展。 例如，2020 年 3 月，伊籐忠商事與 VPP Japan Co., Ltd. 簽訂了到 2020 財年末開發 100,000 kW 分佈式太陽能發電的合同。 伊籐忠商事通過與 VPP 集團公司和現有客戶合作加速業務擴張。 此次合作將特別關注光伏面板的大規模地面安裝部署。
• 2020 年地面安裝光伏 (PV) 系統的每瓦價格約為 196 日元，低於 2019 年的 204 日元。 由於規模經濟的增加和新的創新，預計這一趨勢將繼續下去。
• 此外，企業的大規模投資也有望推動地面太陽能的增長。 2020年6月，太陽能鋼鐵啟動94MW太陽能項目。 這三個太陽能發電廠預計產生的清潔能源相當於為 47,600 戶日本家庭供電。
• 因此，預計此類市場發展以及有利的政府系統和舉措將推動日本的地面太陽能市場。

政府扶持政策帶動市場

• 在日本，可再生能源最有效的推動力是經濟產業省根據《電力公司採購可再生能源電力特別措施法》於 2012 年引入的上網電價制度。FIT : 上網電價）。
• 新的 FIT 制度要求電力公司以政府設定的固定價格購買風力發電、水力發電、太陽能發電、地熱發電和生物質能等可再生能源產生的電力。其目的是鼓勵投資於發電。
• 日本的上網電價在福島第一核電站事故後提高了數年，刺激了光伏市場的增長。 然而，日本降低了太陽能發電上網電價，目的是降低太陽能發電對補貼的依賴，促進太陽能發電發展的競爭性招標。 日本已從2020財年開始招標容量為500kW或以上的非住宅太陽能發電項目。
• 截至 2020 年，該國的裝機容量已達到 67GW。 由於政府的清潔能源政策、較低的太陽能成本和較低的蓄電池價格，預計未來幾年日本太陽能市場將增長。
• FIT 系統是一種促進向可再生能源過渡的臨時系統，許多專家預計它會在 2022 年之後進行修訂。
• 因此，政府的支持性政策預計將在未來幾年推動市場發展。

日本太陽能市場競爭者分析

日本的太陽能市場是分散的。 該市場的主要參與者包括 Canadian Solar Inc.、First Solar Inc.、Mitsubishi Electric Corporation、SunPower Corporation 和 Trina Solar

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

第二章研究方法論

第 3 章執行摘要

第 4 章市場概述

• 簡介
• 到 2027 年的市場規模和需求預測（單位：GW
• 2020 年日本的可再生能源結構
• 近期趨勢和發展狀況
• 政府法規和政策
• 市場動態
  • 司機
  • 約束因素
• 供應鏈分析
• PESTLE 分析

第 5 章市場細分

• 部署
  • 屋頂類型
  • 地面安裝類型
• 申請
  • 住宅
  • 商業/工業
  • 效用等級

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
  • Canadian Solar Inc.
  • First Solar Inc.
  • SunPower Corporation
  • Trina Solar Co. Ltd
  • Sharp Corporation
  • Hanwha Corporation
  • LG Electronics Inc.
  • JinkoSolar Holding Co. Ltd
  • Mitsubishi Electric Corporation
  • Toshiba Corp.

第7章 市場機會未來動向

The Japanese solar energy market is expected to witness more than a 9.2% CAGR during 2022-2027. The COVID-19 pandemic had no significant negative impact on the country, with around 5.4 GW of solar projects completed in 2020. However, some concerns related to the supply chain and workforce did not pose a significant challenge for the market to grow in 2020. Factors such as solar PV projects under construction in the pipeline and planning stages are expected to boost the cumulative installed capacity of solar energy during the forecast period. However, increasing adoption of alternate renewable energy such as wind is likely to hinder the market growth during the forecast period.

Key Highlights

• Ground-mounted type of deployment is expected to account for solar's largest annual capacity additions for the next five years. A significant amount of new capacity in solar is also expected to come from new installations on Honshu island, Japan.
• With a target of reducing GHG emissions by 2030, the region is expected to increase the opportunity for solar energy companies to install solar PV plants in the region during the upcoming years. Moreover, the region has plans to reduce dependency upon foreign fossil fuels like crude oil and would opt for renewable energy like solar to reduce region expenses related to imported oil.
• The market is being propelled by supportive government policies, particularly the plans formulated to encourage renewables-based power generation.

Japan Solar Energy Market Trends

Ground-mounted to Dominate the Market

• Japan has been at the forefront of ground-mounted solar PV development through large corporations like Mitsubishi and Toshiba. The continuous reductions in technology costs and the increasing growth in the country, owing to policy changes like FiT and the growing focus on achieving various capacity targets, are expected to contribute to the increase in the growth of the solar PV market during the forecast period.
• Companies in the country are also looking to collaborate with other global giants, which is expected to further decrease the prices due to the exchange of knowledge and aid the growth of the segment in the country. For instance, in March 2020, ITOCHU went into an agreement with VPP Japan Inc. for the development of 100,000 kW of distributed solar power by the end of fiscal 2020. ITOCHU collaborated with the VPP group of companies and existing customers to accelerate the expansion of its business. ​The collaborations specifically focus on the large-scale ground-mounted deployment of solar PV Panels.
• In 2020, the price of a ground-mounted photovoltaic (PV) system per watt was around JPY 196, which decreased from JPY 204 in 2019. This trend is likely to continue in the coming years due to increasing economy of scale and new innovations.
• Also, large-scale investments by corporations are expected to aid the growth of ground-mounted solar PV. In June 2020, Solar Steel started the 94 MW of solar energy projects. The three solar PV plants are expected to generate enough clean energy to power 47,600 homes in Japan.
• Hence, such developments and favorable government schemes and initiatives are expected to drive the ground-mounted solar energy market in Japan.

Supportive Government Policies to Drive the Market

• One of Japan's most effective drivers for renewable energy has been the Feed-In Tariff (FIT) scheme, which was introduced in 2012 by the Ministry of Economy, Trade, and Industry under the Special Measures Concerning the Procurement of Renewable Energy by Operators of Electric Utilities Act.
• The new FIT scheme made it compulsory for power companies to buy electricity generated by the power generating renewable sources, including wind, hydro, solar, geothermal, and biomass, at fixed prices set by the government so that stable revenue would facilitate investment in renewable power generation.
• Japan's feed-in tariff (FiT) rates have increased in the subsequent years in the wake of the Fukushima nuclear accident, stimulating the solar energy market growth. However, Japan reduced its solar power FiT as the country aims to reduce the dependency of solar power on subsidies and promote competitive bidding for solar power development. The country launched tenders for non-residential solar power projects with a capacity above 500 kW from the financial year 2020.​
• As of 2020, the country had an installed capacity of 67 GW. The solar energy market in Japan is poised for growth in the coming years on account of the government's policy to implement clean energy measures in the country, the declining cost of solar energy generation, and reduced energy storage prices.​
• The FIT scheme was intended as a temporary system to encourage the transition to renewable energy, and a revision is expected by many experts to be introduced later in 2022.
• Hence, supportive government policies are expected to drive the market in the coming years.

Japan Solar Energy Market Competitor Analysis

The Japanese solar energy market is fragmented. Some of the key players in this market include Canadian Solar Inc., First Solar Inc., Mitsubishi Electric Corporation, SunPower Corporation, and Trina Solar Co. Ltd.

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 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Market Size and Demand Forecast, in GW, till 2027
• 4.3 Japan Renewable Energy Mix, 2020
• 4.4 Recent Trends and Developments
• 4.5 Government Policies and Regulations
• 4.6 Market Dynamics
  • 4.6.1 Drivers
  • 4.6.2 Restraints
• 4.7 Supply Chain Analysis
• 4.8 PESTLE Analysis

5 MARKET SEGMENTATION

• 5.1 Deployment
  • 5.1.1 Rooftop
  • 5.1.2 Ground-mounted
• 5.2 Application
  • 5.2.1 Residential
  • 5.2.2 Commercial and Industrial
  • 5.2.3 Utility-scale

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 Canadian Solar Inc.
  • 6.3.2 First Solar Inc.
  • 6.3.3 SunPower Corporation
  • 6.3.4 Trina Solar Co. Ltd
  • 6.3.5 Sharp Corporation
  • 6.3.6 Hanwha Corporation
  • 6.3.7 LG Electronics Inc.
  • 6.3.8 JinkoSolar Holding Co. Ltd
  • 6.3.9 Mitsubishi Electric Corporation
  • 6.3.10 Toshiba Corp.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS