市場調查報告書
商品編碼
1447084
2030 年太陽能矽晶圓市場預測:按類型、應用、最終用戶和地區分類的全球分析Solar Silicon Wafer Market Forecasts to 2030 - Global Analysis By Type (Polycrystalline Wafer, Monocrystalline Wafer and Other Types), Application, End User, and By Geography |
根據Stratistics MRC預測,2023年全球太陽能矽晶圓市場規模將達86億美元,預計2030年將達到187億美元,預測期內年複合成長率為11.7%。
太陽能矽晶圓是一種薄盤,其主要成分是矽晶型,一種用於生產太陽能電池的半導體材料。該晶圓構成了將陽光轉化為電能的太陽能電池的基礎。執行切片、拋光和摻雜等精確製造步驟,以確保最佳的導電性和光吸收特性。有多種尺寸和厚度可供選擇,表面紋理經過最佳化,可增強光線捕捉。太陽能矽晶圓是太陽能板生產的重要組成部分,使太陽能能夠用於可再生能源發電。
根據中國光電產業協會統計,中國是最大的光電產品製造國,2019年矽晶圓產能超過173.7GW。
太陽能發電設備擴建
太陽能發電設施的擴建與矽晶圓需求的增加有直接關係。由於多種因素,這些裝置在全球範圍內不斷增加,包括政府激勵措施、太陽能技術成本下降、環境問題和能源安全。此外,矽晶圓是太陽能電池的組成部分,也是大多數太陽能技術的基礎,從而顯著推動了市場成長。
生產成本
矽的取得方式多種多樣,需要能源集中工藝,從而增加了生產成本。這些機器的維護和操作以及所需的熟練勞動力都會增加總成本。此外,結晶、晶圓化和加工需要先進的技術和設備,這些都是資本集中的,阻礙了市場的規模。
創新
技術進步不斷提高太陽能矽晶圓製造的效率和成本效益,提高太陽能作為可再生能源的競爭力。晶圓切片技術的改進、矽精製製程的改進以及電池製造技術的進步等技術創新發揮著至關重要的作用。此外,這些創新還提高了太陽能矽晶圓製造的轉換效率、降低了製造成本並擴充性。
原料短缺
矽是太陽能電池製造的基本元素,也是太陽能電池矽晶圓的基礎。採礦能力有限、精製過程中的技術限制以及影響太陽能矽晶圓供應鏈的地緣政治緊張局勢等因素加劇了高純矽的供不應求。因此,製造商在滿足太陽能板日益成長的需求方面面臨挑戰,導致太陽能矽晶圓市場供不應求和價格上漲。
COVID-19 的影響
COVID-19 大流行在多個方面對太陽能矽晶圓市場產生了重大影響。首先,由於封鎖和旅行限制導致供應鏈中斷,阻礙了矽晶圓製造所必需的原料和組件的供應,導致延誤和成本上升。其次,由於經濟不確定性,太陽能發電設備需求減少,矽晶圓訂單減少,影響廠商收益,逐漸抑制市場擴張。
預計多晶片部分在預測期內將是最大的
由於其成本效益和相對較好的效率水平,多晶片預計將佔據最大佔有率。這些晶圓是使用多個矽結晶製造的,因此製造成本比單晶結晶便宜。此外,製造流程的進步提高了效率並降低了製造成本,進一步推動了該領域的成長。
太陽能電池產業預計在預測期內年複合成長率最高
由於其半導體特性,太陽能電池產業預計在預測期內將表現出最高的年複合成長率。本公司專注於開發高效能太陽能電池技術,提升太陽能板性能,並提高整體能源轉換效率。此外,對永續性的日益重視正在推動矽晶圓回收方式的創新以及環保製造方法的開發。
由於全部區域對光伏(PV)裝置的需求不斷增加,歐洲在預測期內佔據了最大的市場佔有率。西班牙、義大利和法國等國也透過各種促進太陽能發電的政府措施為市場擴張做出了貢獻。此外,出於對可再生能源和永續性的關注,許多歐洲國家都實施了對太陽能的支持政策和獎勵,增強了對太陽能矽晶圓的需求。
效率的提高和製造成本的降低使太陽能相對於傳統能源來源更具競爭力。環保意識的增強和減少碳排放的緊迫性正在刺激對太陽能基礎設施的投資。此外,研究機構、大學和行業相關人員之間的合作正在促進尖端技術和材料的開發,進一步推動該地區對矽晶圓的需求。
According to Stratistics MRC, the Global Solar Silicon Wafer Market is accounted for $8.6 billion in 2023 and is expected to reach $18.7 billion by 2030 growing at a CAGR of 11.7% during the forecast period. A solar silicon wafer is a thin disc made primarily of crystalline silicon, a semiconductor material used in solar cell manufacturing. These wafers serve as the foundation for photovoltaic cells, which convert sunlight into electricity. They undergo precise fabrication processes, including slicing, polishing, and doping, to ensure optimal electrical conductivity and light absorption properties. They come in various sizes and thicknesses, with surface textures optimized to enhance light trapping. Solar silicon wafers are integral components in the production of solar panels, enabling the harnessing of solar energy for renewable power generation.
According to the China Photovoltaic Industry Association, China holds for the largest manufacturers of photovoltaic products and had a silicon wafers production capacity of more than 173.7 GW in FY2019.
Expansion of solar PV installations
The expansion of solar PV installations directly translates to an increased demand for silicon wafers. These installations are increasing globally due to several factors, including government incentives, declining costs of solar technology, environmental concerns, and energy security. Moreover, silicon wafers are the building blocks of solar cells, forming the basis of most solar PV technologies, which significantly boosts this market growth.
Cost of production
Silicon is derived from various sources that require energy-intensive processes, increasing production costs. The maintenance and operation of these machines, along with the skilled labor required, contribute to the overall cost. Moreover, crystallization, wafering, and processing require advanced technologies and equipment, which can be capital intensive, which is hampering this market size.
Technological innovation
Technological advancements have continuously improved the efficiency and cost-effectiveness of solar silicon wafer production, thereby enhancing the competitiveness of solar energy as a renewable source. Innovations such as improvements in wafer slicing techniques, refining of silicon purification processes, and advancements in cell manufacturing technology have played pivotal roles. Furthermore, these innovations have led to higher conversion efficiencies, reduced production costs, and increased scalability in solar silicon wafer production.
Lack of raw material
Silicon is a fundamental component in the manufacturing of solar cells, forming the basis of solar silicon wafers. The inadequate supply of high-purity silicon is exacerbated by factors like limited mining capacity, technological constraints in refining processes, and geopolitical tensions affecting the supply chains of solar silicon wafers. Consequently, manufacturers experienced challenges in meeting the escalating demand for solar panels, resulting in supply shortages and increased prices in the solar silicon wafer market.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the solar silicon wafer market in several ways. Firstly, disrupted supply chains due to lockdowns and travel restrictions hampered the availability of raw materials and components essential for manufacturing silicon wafers, causing delays and increasing costs. Secondly, decreased demand for solar installations amid economic uncertainties led to a decline in orders for silicon wafers, affecting revenues for manufacturers, which gradually impeded this market expansion.
The polycrystalline wafer segment is expected to be the largest during the forecast period
The polycrystalline wafer segment is estimated to hold the largest share, due to its cost-effectiveness and relatively good efficiency levels. These wafers are fabricated using multiple silicon crystals, resulting in a lower production cost compared to single-crystal wafers. Additionally, advancements in manufacturing processes led to improved efficiency and reduced manufacturing costs, further fueling this segment's growth.
The solar battery segment is expected to have the highest CAGR during the forecast period
The solar battery segment is anticipated to have highest CAGR during the forecast period due to their semiconductor properties; they serve as the foundational material for manufacturing solar cells. Companies focus on developing efficient solar cell technologies, enhancing the performance of solar panels, and improving the overall energy conversion efficiency. Furthermore, there is a growing emphasis on sustainability, driving innovations in recycling methods for silicon wafers and the development of eco-friendly manufacturing practices.
Europe commanded the largest market share during the extrapolated period, owing to increasing demand for solar photovoltaic (PV) installations across the region. Countries such as Spain, Italy, and France also contributed to the market's expansion through various government initiatives promoting solar power generation. In addition, with a focus on renewable energy and sustainability, many European countries implemented supportive policies and incentives for solar energy, bolstering the demand for solar silicon wafers.
North America is expected to witness highest CAGR over the projection period, owing to increased efficiency and reduced manufacturing costs, making solar energy more competitive with traditional energy sources. Heightened awareness of environmental issues and the urgency to reduce carbon emissions have spurred investment in solar energy infrastructure. Furthermore, collaborations between research institutions, universities, and industry players have facilitated the development of cutting-edge technologies and materials, further driving the demand for silicon wafers in this region.
Key players in the market
Some of the key players in the Solar Silicon Wafer Market include Changzhou xusheng - energy Co., Ltd., Zhonghuan Semiconductor Corporation, LONGi Green Energy Technology Co., Ltd., JA Solar Holdings Co., Ltd., Canadian Solar Inc, CETC Solar Energy Holdings Co., Ltd., JinkoSolar Holding Co., Ltd., Trina Solar Co., Ltd, First Solar, Inc, Hanwha Q CELLS Co., Ltd, REC Group, SunPower Corporation, Yingli Green Energy Holding Company Limited, SolarWorld AG, Risen Energy Co., Ltd., Kyocera Corporation, Shunfeng International Clean Energy Limited, SolarEdge Technologies, Inc, LDK Solar Co., Ltd and ReneSola Ltd.
In January 2024, Kyocera Corporation and Nippon Signal Co., Ltd. announced the establishment of the "Smart Mobility Infrastructure Technology Research Partnership".
In January 2024, LONGi energises the adelaide international as the exclusive global solar energy partner of the ATP Tour: serving a sustainable future.
In December 2023, LONGi, announces that has signed a 576 MW sales agreement with Nofar Energy Romania, implementing the latest generation of its high efficiency modules.
In September 2023, Kyocera Corporation announced the launch of a new standard line of 230V silicon nitride (SN) igniters for industrial or residential gas furnaces, water heaters, boilers, and gas stoves.