市場調查報告書
商品編碼
1530759
2030 年太陽能板回收市場預測:按電池板類型、製程、材料、保存期限和地區進行的全球分析Solar Panel Recycling Market Forecasts to 2030 - Global Analysis By Panel Type (Monocrystalline, Polycrystalline, Thin Film and Other Panel Types), Process (Thermal, Mechanical, Chemical, Laser and Combination), Material, Shelf Life and Geography |
根據Stratistics MRC的數據,2024年全球太陽能板回收市場規模為2.409億美元,預計到2030年將達到5.458億美元,預測期內複合年成長率為14.6%。
太陽能板回收是從廢棄光伏(PV)電池板中回收和再利用材料的過程。我們拆卸面板並提取有價值的零件,例如玻璃、鋁、矽和貴金屬。這種方法有助於減少廢棄物、節省資源並最大限度地減少對環境的影響。隨著太陽能產業的發展,回收對於廢棄電池板的永續管理至關重要。回收支持循環經濟,減少原料提取的需求,並可能透過重複使用回收的材料來降低製造新面板的成本。
根據國際能源總署(IEA)預測,2023年全球將安裝407至446吉瓦直流電(GWdc),光伏累積裝置容量將達到1.6兆瓦直流電(TWdc)。
環境議題的關注與監管
環境問題和法規正在推動太陽能板回收市場的成長。隨著人們對電子廢棄物對環境影響的認知不斷增強,世界各國政府正在對太陽能板的處置和回收實施更嚴格的法規。這些法規要求對太陽能板進行適當的保存期限管理,並鼓勵回收工作。此外,可再生能源領域循環經濟和永續實踐的推動正在鼓勵製造商和消費者優先考慮回收。這些監管壓力,加上環保意識的增強,正在為太陽能板回收基礎設施和技術的發展和擴大提供強大動力。
基礎設施尚未成熟
缺乏能夠有效處理太陽能板中各種材料的專門回收設施和技術。基礎設施的缺乏導致回收成本更高,經濟效益更低。此外,不同類型的面板缺乏標準化的回收流程,使得健全的回收生態系統的發展變得更加複雜。有限的廢舊板材收集和物流網路也阻礙了可回收材料的有效收集和運輸。
政府獎勵
隨著各國努力實現永續性目標並促進循環經濟實踐,各國政府正在推出財政獎勵和支持政策來鼓勵太陽能板回收。這些獎勵包括稅收減免、補貼以及回收設施和技術的津貼。此外,一些政府也實施了生產者延伸責任(EPR)計劃,要求製造商對其產品的報廢管理負責。這些措施為回收企業創造了更有利的經濟環境並促進市場成長。
回收物品的價格波動
回收作業的經濟性很大程度取決於從太陽能板回收的材料的價值,例如矽、銀和鋁。但這些材料的價格受全球供需、經濟狀況、技術進步等因素影響,會受到市場波動的影響。材料價格的急劇下降可能會導致回收過程的獲利能力降低,甚至不可行。材料價值的這種不確定性使得回收公司很難制定長期投資計劃並維持穩定營運,這可能會阻礙新進入並減緩太陽能電池板回收領域的市場成長。
由於供應鏈中斷和太陽能安裝量下降,COVID-19 大流行最初擾亂了太陽能板回收市場。然而,它也強調了永續實踐和循環經濟原則的重要性,並且作為綠色回收舉措的一部分,有可能加速回收業的長期成長。
預計機械行業在預測期內將是最大的。
在預測期內,機械產業預計將成為太陽能板回收市場中最大的產業。這一優點是由於與其他方法相比,機械回收過程具有成本效益且相對簡單。機械回收涉及破碎、切碎和分類等物理分離技術,適用於回收鋁框、玻璃和一些半導體材料等物品。機械回收製程的擴充性和對不同面板類型的適應性進一步促進了其廣泛使用,使其成為許多回收設施的首選。
預計薄膜產業在預測期內複合年成長率最高
在預測期內,薄膜領域預計將在太陽能板回收市場中實現最高的複合年成長率。這種快速成長背後有幾個因素,包括薄膜太陽能技術由於其在照度條件下的靈活性和效率而在各種應用中擴大採用。使用碲化鎘 (CdTe) 和銅銦鎵硒 (CIGS) 等材料的薄膜面板通常比矽晶型面板含有更多有價值和有毒的材料,並且需要特殊的回收過程。專門針對薄膜面板的先進回收技術的開發預計將提高回收率和經濟性,進一步加速該領域的成長。
歐洲在太陽能板回收市場的主導地位主要歸功於嚴格的環境法規和先進的廢棄物管理政策。歐盟的廢棄電氣和電子設備 (WEEE) 指令強制要求太陽能板回收,並為該行業創建了強力的法律體制。此外,歐洲太陽能市場已經成熟,導致大量報廢電池板和對回收解決方案的需求。該地區對循環經濟原則和永續實踐的大力關注進一步促進了回收市場的成長。歐洲發達的基礎設施和回收過程中的技術專長也是引領全球太陽能板回收市場的因素。
由於多種因素,亞太地區預計將在太陽能板回收市場中呈現最高的複合年成長率。首先,該地區的太陽能裝置正在快速增加,特別是在中國、印度和日本等國家,這將導致未來幾年需要回收大量面板。其次,這些國家環保意識的增強和電子廢棄物管理法規的收緊正在促進回收基礎設施的發展。此外,該地區擁有強大的太陽能板製造基地,因此有機會將回收流程整合到生產鏈中。
According to Stratistics MRC, the Global Solar Panel Recycling Market is accounted for $240.9 million in 2024 and is expected to reach $545.8 million by 2030 growing at a CAGR of 14.6% during the forecast period. Solar panel recycling is the process of recovering and reusing materials from decommissioned photovoltaic (PV) panels. It involves disassembling panels to extract valuable components like glass, aluminum, silicon, and precious metals. This practice helps reduce waste, conserve resources, and minimize environmental impact. As the solar industry grows, recycling becomes crucial for the sustainable management of end-of-life panels. It supports the circular economy, reduces the need for raw material extraction, and can potentially lower production costs for new panels by reusing recovered materials.
According to the International Energy Agency (IEA), in 2023, 407-446 gigawatts of direct current (GWdc) of photovoltaics (PV) were installed globally, bringing cumulative PV installs to 1.6 terawatts of direct current (TWdc).
Environmental concerns and regulations
Environmental concerns and regulations are driving growth in the solar panel recycling market. As awareness of the environmental impact of e-waste increases, governments worldwide are implementing stricter regulations for the disposal and recycling of solar panels. These regulations mandate proper end-of-life management of solar panels, encouraging recycling initiatives. Additionally, the push for a circular economy and sustainable practices in the renewable energy sector is prompting manufacturers and consumers to prioritize recycling. This regulatory pressure, combined with growing environmental consciousness, is creating a strong impetus for the development and expansion of solar panel recycling infrastructure and technologies.
Immature infrastructure
There is a lack of specialized recycling facilities and technologies capable of efficiently processing the diverse materials found in solar panels. This shortage of infrastructure leads to higher recycling costs and reduced economic viability. Additionally, the absence of standardized recycling processes across different panel types further complicates the development of a robust recycling ecosystem. The limited collection and logistics networks for end-of-life panels also hinder the efficient gathering and transportation of recyclable materials.
Government incentives
As countries strive to meet sustainability goals and promote circular economy practices, governments are introducing financial incentives and supportive policies to encourage solar panel recycling. These incentives may include tax breaks, subsidies, or grants for recycling facilities and technologies. Additionally, some governments are implementing extended producer responsibility (EPR) programs, requiring manufacturers to take responsibility for the end-of-life management of their products. Such initiatives create a more favorable economic environment for recycling operations, driving market growth.
Fluctuating prices of recovered materials
The economic viability of recycling operations heavily depends on the value of materials recovered from solar panels, such as silicon, silver, and aluminum. However, these material prices are subject to market volatility, influenced by factors like global supply and demand, economic conditions, and technological advancements. Sudden drops in material prices can render recycling processes less profitable or even economically unfeasible. This uncertainty in material values makes it challenging for recycling companies to plan long-term investments and maintain stable operations, potentially deterring new entrants and slowing market growth in the solar panel recycling sector.
The COVID-19 pandemic initially disrupted the solar panel recycling market due to supply chain interruptions and reduced solar installations. However, it also highlighted the importance of sustainable practices and circular economy principles, potentially accelerating long-term growth in the recycling sector as part of green recovery initiatives.
The mechanical segment is expected to be the largest during the forecast period
The mechanical segment is anticipated to be the largest in the solar panel recycling market during the forecast period. This dominance is attributed to the cost-effectiveness and relative simplicity of mechanical recycling processes compared to other methods. Mechanical recycling involves physical separation techniques like crushing, shredding, and sorting, which are suitable for recovering materials such as aluminum frames, glass, and some semiconductor materials. The scalability and adaptability of mechanical recycling processes to different panel types further contribute to their widespread adoption, making them a preferred choice for many recycling facilities.
The thin film segment is expected to have the highest CAGR during the forecast period
The thin film segment is projected to experience the highest compound annual growth rate in the solar panel recycling market during the forecast period. This rapid growth is driven by several factors, including the increasing adoption of thin-film solar technologies in various applications due to their flexibility and efficiency in low-light conditions. Thin film panels, which use materials like cadmium telluride (CdTe) or copper indium gallium selenide (CIGS), often contain more valuable and toxic materials compared to crystalline silicon panels, necessitating specialized recycling processes. The development of advanced recycling technologies specifically tailored for thin film panels is expected to boost recovery rates and economic viability, further accelerating growth in this segment.
Europe's dominance in the solar panel recycling market is primarily driven by stringent environmental regulations and advanced waste management policies. The European Union's Waste Electrical and Electronic Equipment (WEEE) Directive mandates the recycling of solar panels, creating a robust legal framework for the industry. Additionally, Europe's mature solar energy market means a larger volume of panels reaching end-of-life, necessitating recycling solutions. The region's strong focus on circular economy principles and sustainable practices further supports the growth of the recycling market. Europe's well-developed infrastructure and technological expertise in recycling processes also contribute to its leading position in the global solar panel recycling market.
The Asia Pacific region is expected to exhibit the highest CAGR in the solar panel recycling market due to several factors. Firstly, the region is experiencing rapid growth in solar energy installations, particularly in countries like China, India, and Japan, which will lead to a significant volume of panels requiring recycling in the coming years. Secondly, increasing environmental awareness and tightening regulations around e-waste management in these countries are driving the development of recycling infrastructure. Additionally, the region's strong manufacturing base for solar panels provides opportunities for integrating recycling processes into the production chain.
Key players in the market
Some of the key players in Solar Panel Recycling market include First Solar, Canadian Solar, Trina Solar, Yingli Green Energy, Reclaim PV Recycling, Silcontel, PV CYCLE, Recycle Solar Technologies, Envaris, Echo Environmental, Silicon Valley Solar, SunPower Corporation, SolarWorld AG, Reiling GmbH & Co. KG, Beijing Chaoqiang Silicon Material Recycling Co., Ltd., EIKI Shoji Co., Ltd., ETS Solar Group and Kinsbursky Brothers Inc.
In July 2024, Canadian Solar Inc. announced that e-STORAGE, which is part of the Company's majority-owned subsidiary CSI Solar Co., Ltd. ("CSI Solar"), has secured a contract from Aypa Power ("Aypa") to deliver a 498 MWh DC standalone battery energy storage system for Aypa's Bypass Project. The Bypass Project is scheduled for completion in the third quarter of 2025.
In January 2024, First Solar, Inc. launched its $700 million facility in Tamil Nadu, India, marking the country's first fully vertically integrated solar manufacturing plant. The facility has an annual capacity of 3.3 gigawatts (GW) and employs around 1,000 people. It produces First Solar's Series 7 photovoltaic (PV) solar modules, which were developed in the United States and optimized for the Indian market.
In January 2024, First Solar, Inc. announced that it has acquired a 1.2 million square foot facility in Troy Township, Ohio. The facility, formerly known as Peloton Output Park, is expected to be repurposed into a new distribution center serving First Solar's Ohio manufacturing footprint, which comprises three manufacturing facilities with a combined annual nameplate capacity of approximately 6 gigawatts (GW) of capacity at the end of 2023.