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この調査レポートは、太陽光発電技術とその市場を調査し、特に半導体関連企業が市場参入する際に有用な情報を118ページにわたり掲載しています。

この調査レポートのポイント

• 太陽光エネルギー産業と半導体産業の関係に注目
• 多様な太陽光発電技術に関するエグゼクティブサマリー
• 2013年までの太陽光発電機器の生産・価格予測
• シリコンウエハーは未だに太陽光発電のほぼ90%に採用されている
• 太陽光エネルギー市場における半導体材料、機器、チップサプライヤーのビジネスチャンス

主な掲載内容

1. 太陽光発電市場に関するエグゼクティブサマリーと予測
2. 太陽光発電産業の現状と展望
3. 主流となるウエハーベースの太陽電池の現在と今後の技術的な課題を分析
4. 多様な太陽光エネルギー市場とそれに適応する技術
5. 薄膜太陽電池とウエハーベースの太陽電池の市場シェア予測
6. 太陽光発電システムの需要を促進するインセンティブ政策の役割
7. 主要市場における国別のエンドユース需要予測
8. 主要太陽光発電機器サプライヤーランキング
9. 主要太陽光発電サプライヤーの技術、戦略、成長計画
10. 変わりゆく優先順位 - シリコン価格の急落を受けて、ウエハーの薄型化と省シリコン化戦略を推し進める太陽光発電産業
11. 太陽電池産業における設備投資予測
12. ポリシリコン市場の劇的な変化に対する評価と影響
13. 主な太陽光発電システムにおける半導体の内容
14. 太陽光エネルギーシステムに使用される半導体の市場予測

Introduction

It's only been a blink of an eye since the solar PV industry was living off the chip industry's table scrapsNrepurposing left-over wafers and melting down the cut-off ends of silicon ingots to make solar cells. Now the solar industry consumes more high-purity polysilicon than the semiconductor industry and is rapidly pulling away as it grows by leaps and bounds. Solar cells are in fact oversized photodiodes, often included with other semiconductor devices in technology classification trees.

But the solar PV industry is different, primarily because it is from the outset an upstart challenger in one of the world's largest commodity markets, the market for electrical power production. It is a potential energy game-changer, switching the emphasis from building big power plants to building big plants that manufacture the elements of distributed power generation. The technology and manufacturing innovations used in solar are related to those of the IC industry?but they are also profoundly different?in ways that chip-industry veterans need to understand clearly as they contemplate the possibilities, opportunities, and potential pitfalls of the burgeoning solar industry.

In its new Solar Energy: Growth Opportunities for the Semiconductor Industry report, IC Insights explores and analyzes this important growth market for the first time with an eye to the interests of participants of the semiconductor industry in gaining a clear understanding of solar technologies and markets and finding ways to exploit existing and upcoming opportunities.

Included in the Report

1. Executive summary and forecasts of solar PV market conditions
2. A review of the PV industry's context and landscape
3. Assessment of current and potential technology challenges to mainstream wafer-based solar cells
4. How different technologies fit into different solar market
5. Marketshare forecast, thin-film PV vs. wafer-based cells
6. A look at the changing role of government incentive programs in driving demand for solar PV systems
7. Country-by-country end demand forecast for top markets
8. Ranking of the top solar PV device suppliers
9. Summaries of top PV suppliers' technology, strategy, and growth plans
10. Changing priorities: PV industry's push to thinner wafers and other silicon-saving strategies re-evaluated as the price of silicon plunges
11. Capital spending forecast for solar cell industry
12. Assessment and consequences of the critical change in conditions taking place in the polysilicon market
13. Semiconductor content of typical solar PV systems
14. Market forecast for semiconductors used in solar-energy systems - a small but rapidly growing segment

Report Contents


Solar Energy: Growth Opportunities for the Semiconductor Industry was written for semiconductor industry players to understand their silicon cousin. With almost 120 and 70 tables, graphs, and illustrations covering many different market, technology, and political factors, the new Solar Energy report is sure to be a useful research tool for any participant in the semiconductor industry that is looking to branch out and explore new business opportunities.

Samples of the Nearly 70 Tables, Graphs, and Illustrations  Worldwide Solar PV Installations Solar PV Installations by Country Pricing Forecast for Solar Modules Map of World Solar Insolation Grid Parity Reached in Some Markets by 2010 Global Electrical Generation by Type Smart Electricity Meter Examples of Concentrating PV (CPV) Systems Cross-Section of Basic Silicon Wafer-Based Solar Cell Solar Photovoltaic Technologies at a Glance Emitter Wrap-Through Back-Contact Cell Module Construction for Back-Contact Solar Cells Triple-Junction Compound Semiconductor Solar Cell Cross-Sections of Silicon Thin-Film Solar Panels Cross-Section of CdTe Thin-Film Solar Panel Dye-Sensitized Solar Cell '94-'13 Solar Market Growth vs. Global GDP Growth Solar PV Sales at System, Module, and Cell Levels Growth of Thin-Film Module Marketshare '07-'13 Solar PV Market Forecast by Technology '07-'13 Solar PV Market Forecast by System Type Global Installed Solar PV Capacity by Country Top 15 Photovoltaic Device Suppliers Market for Semiconductors in Solar PV Systems IGBT Market and Units in Solar PV Systems Power FET Market and Units in Solar PV Systems Other Semiconductor Markets in Solar PV Systems Four Common Solar Inverter Arrangements Solar Inverter Using Full-Bridge IGBT Topology Solar Inverter Prototype Using SiC Power Transistors MCU Control of Solar Inverter Functions Maximum Power Point Varies with Conditions Global Solar PV Device Production Capacity Global Solar PV Device Capacity Utilization Global Solar PV Device Capacity Additions Capex for PV Cell and TF Module Capacity 2008 PV Device Production by Region Worldwide Polysilicon Sales for PV Cells Polysilicon Capacity Available for PV Cells Cost of Solar-Grade Polysilicon

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Table of contents

Section 1. Executive Summary

Market Summary
The Almighty Cost per Watt
The Government Incentive Roller-Coaster
And Now, the Big Price Drop

Section 2. Solar Market Context

Introduction
The Green Imperative
Still a Bit Player
Are Smart-Grid Investments Required?
Investing in Solar
China’s Big Push
And Here Come the Koreans
Competitive Technologies

Section 3. Photovoltaic Technology

The Basic Solar Cell
Types of Solar-Cell Wafers
Wafer Size and Thickness
Manufacturing Steps for a Basic Cell
Keeping It Simple
Back-Contact Cells
III-V Cells
Thin-Film PV Modules
Silicon-based TF Solar
CdTe-based TF Solar
CIGS-based TF Solar
Dye-Sensitized Solar Cells
Organic and Polymer Solar Cells
Other Inorganic Compounds

Section 4. Solar PV Market Forecast

Forecast Assumptions
Environmental Opinions are Subject to Change
Technology Revolutions Take Time
Forecast: System, Panel, and Cell Sales
Regional End Markets

Section 5. Photovoltaic Device Suppliers

Introduction
Q-Cells AG
First Solar Inc.
Suntech Power Holdings Co. Ltd.
Sharp Corp.
Motech Industries Inc.
Kyocera Corp.
JA Solar Holdings Co. Ltd.
Yingli Green Energy Holding Co. Ltd.
Gintech Energy Corp
Solar World AG
SunPower Corp

Section 6. Semiconductors in PV Solar Systems

Introduction
Semiconductor Building Blocks
Solar System Configurations
IC Developments
Section 7. Manufacturing Equipment Forecast
Section 8. Solar-Grade Polysilicon Market

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価格表

シングルユーザ価格
ハードコピー(三つ穴バインダー)＆ CD-ROM	US$2,975
マルチユーザ価格 - 同社内でユーザ数無制限にご利用いただけます
ハードコピー(三つ穴バインダー)＆ CD-ROM	US$5,880

太陽光発電産業の重要さが見直され、急速に巻き返す

半導体産業の視点から太陽光発電市場をみたユニークな調査レポート

アリゾナ州スコッツデール、2009年5月27日
米国の半導体専門の調査会社ICインサイツ社の調査レポート「太陽光エネルギー市場調査:半導体産業の成長機会と予測 - Solar Energy: Growth Opportunities for the Semiconductor Industry」は、半導体産業の観点から見た太陽光発電市場の査定と分析を行っている。まず、チップ産業の高純度シリコンの市場に注目し、太陽光発電セクターの重要度によってめまぐるしく変化する需給のバランスを調査している。

また、太陽光発電デバイスメーカーは、シリコンは太陽電池の中で大きなコストを占めており、また太陽光発電に使用できるレベルのシリコンの供給は限定的なため、出力ワットあたりのシリコン必要量を削減することに注力してきた。新たにポリシリコンのプラントが稼動し始め、供給不足は緩和され、シリコンのコストは大きく下落してきている。

世界同時不況と信用収縮によって、欧州での政府の促進策が収縮したために、太陽光発電導入の需要は急減した。ソーラーパネルの在庫が急増し、事業の削減によって競争は激化し、太陽光発電のサプライチェーン全体で価格が下落した。ICインサイツ社は、世界の導入はメガワットベースで今年22％下落すると予測している。ソーラーパネルの平均価格は28%低下するだろう。

ICインサイツ社は、米国、欧州、中国政府の新たな奨励政策によって、2010年には太陽光発電の導入の需要が急回復すると見ている。太陽光発電の導入は、2008-2013年に35％上昇して6.7ギガワットとなり、同期間の年平均成長率は25%となるだろう。2009年の価格下落は、2010-2013年には繰り返さないだろうが、多くの市場でソーラーシステムの魅力を増大し、政府の導入奨励策が減少する4-5年後になってもその勢いは衰えないだろうと、ICインサイツ社は予測している。(後略)

(原文)
Solar PV Forecast Says Industry will Bounce Back with Adjusted Priorities
Unique report views solar from the perspective of the semiconductor industry

Scottsdale, Arizona --- May 27, 2009 --- IC Insights announced today the release of a new report, its first to examine and analyze the solar photovoltaic industry from the perspective of semiconductor industry participants. Solar Energy: Growth Opportunities for the Semiconductor Industry starts with the market for high-purity silicon shared with the chip industry, a market where the rapidly changing balance between supply and demand is contributing to a rethinking of priorities in the solar PV sector.

For some time, PV device makers have concentrated on reducing the amount of silicon required per watt of energy output, in part because silicon represented a large portion of the cost of a solar cell, but also because the supply of solar-grade silicon was limited. With new polysilicon plants coming on line, the supply constraint has evaporated and the cost of silicon is coming down significantly.

At the same time, demand for solar installations has plummeted due to the recession and credit crunch, as well as government incentive cutbacks in Europe. Solar panel inventories have built up, and competition has intensified for the reduced available business, driving prices down across the solar PV supply chain. IC Insights forecasts that on a megawatt basis, global installations will drop 22% this year. Average selling prices for solar panels is expected to drop 28%.

IC Insights expects demand for solar installations to come charging back in 2010 as new government incentives in the U.S., Europe, and China gain traction. Installations are forecast to rise 37% to 6.7 gigawatts, with continued growth achieving a compound annual growth rate of 25% over the 2008-2013 forecast period. The price drop of 2009, while not forecast to repeat in 2010-2013, will make solar systems more attractive in more markets even as government incentives supporting installations start to taper off starting four or five years down the road, IC Insights believes.

With the cost of silicon dropping, R&D investments in solar device design and manufacturing technology will back off the years-long push to minimize silicon consumption and center on new ways to reduce costs and boost device efficiency. For example, several solar cell makers are coming out with new back-contact cell designs, as described in the report.

Solar Energy: Growth Opportunities for the Semiconductor Industry provides a detailed forecast of the solar cell and panel market, including thin-film panels, as well as a system-level forecast and a country-by-country demand forecast. The forecast includes a unique look at the semiconductor content of solar systems, a small but very fast-growing segment, and predicts global capital spending for solar cell manufacturers over five years. The report also reviews the numerous technology approaches challenging mainstream silicon wafer PV cells.

Solar Energy: Growth Opportunities for the Semiconductor Industry comes with both a full-color three-ring binder for easy off-the shelf reference and an electronic copy on CD-ROM that includes image files of the charts and tables. The report is available for purchase at $2,975 for individual users and $5,880 for multi-user corporate situations.