2024年春季太阳能产业更新报告（英文版）-NREL.docx

Spring2024

SolarIndustryUpdate

David

DavidFeldmanJarettZuboy

KrystaDummit,SolarEnergyTechnologiesOfficeDanaStright

MatthewHeine

ShaynaGrossman,ORISEaFellow

RobertMargolisaOakRidgeInstituteforScienceandEducation

Photo

PhotobyU.S.DepartmentofEnergy

May14,2024

NREL|2

Agenda

1

1

GlobalSolarDeployment

2

2

U.S.PVDeployment

3

3

PVSystemPricing

4

4

GlobalManufacturing

5

5

ComponentPricing

6

6

MarketandPolicy

7

U.S.PVImports

ExecutiveSummary

GlobalSolarDeployment

?IEAreportedthatin2023,407–446GWdcofPVwasinstalledglobally,bringingcumulativePVinstallsto1.6TWdc.

–Chinacontinuestodominatetheglobalmarket,representing~60%of2023installs,up120%y/y.Therestoftheworldwasup30%y/y.

–TheU.S.wasthesecond-largestmarketintermsofcumulativeandannualinstallations.

?AnalystsprojectthatcumulativeglobalPVinstallationswillreach2TWdc–5TWdcby

2030and4TWdc–15TWdcby2050.

U.S.PVDeployment

?In2023,PVrepresentedapproximately54%ofnewU.S.electricgenerationcapacity,comparedto6%in2010.

?Solarstillrepresentedonly11.2%ofnetsummercapacityand5.6%ofannualgenerationin2023.

?However,22statesgeneratedmorethan5%oftheirelectricityfromsolar,withCalifornialeadingthewayat28.2%.

?EIAreportedthattheUnitedStatesinstalled26.3GWac(~32GWdc)ofPVin2023,endingtheyearwith137.5GWacofcumulativePVinstallations.

?SEIA,whichhasdifferentdefinitionsof“placed-in-service,”reported40.3GWdcofPVinstalledin2023,186.5GWdccumulative.

?TheUnitedStatesinstalledapproximately26.0GWh/8.8GWacofenergystorageontotheelectricgridin2023,up34%y/y.

Alistofacronymsandabbreviationsisavailableattheendofthepresentation.

PVSystemandComponentPricing

?Themediansystempriceoflarge-scaleutil