Ko te rahi o te mākete hurihuri pūngao rā auau-teitei he US$6.7 piriona i te tau 2025, ā, e matapaetia ana ka eke ki te US$12.8 piriona i te mutunga o te tau 2035, ka tipu i te CAGR tata ki te 7.4% i te wā matapae mai i te tau 2026 ki te 2035. Ko te rahi o te umanga hurihuri pūngao rā auau-teitei e matapaetia ana he US$7 piriona i te tau 2026.
E matapaetia ana ka tere te tipu o te mākete hiko pūngao-rā auau-teitei, nā te pikinga ake o te whakamahinga o ngā pūnaha pūngao-rā i roto i ngā rāngai noho, arumoni, me te ahumahi. I roto i tētahi pūrongo a te World Economic Forum (WEF) i te marama o Mei 2023, i whakatauhia e te pūrongo a te World Economic Forum (WEF) ka eke te 35% o te hiko o te ao ki te pūngao whakahou i te mutunga o te tau 2025, mai i te 29% i te tau 2022. I kīia anō hoki e te pūrongo ka piki te hiahia hiko mā te 3% ia tau tae noa ki te tau 2026, ā, e matapaetia ana ka eke te 54% o te kaha hou kua tāutahia ki te United States i te tau 2023.
Hei tāpiri atu ki tēnā, ko te nekehanga ā-ao ki te pūngao hou me ngā kaupapa here tautoko a te kāwanatanga kua whakarato i ngā whai wāhitanga pai ki ngā paionia ki te whakawhānui ake i tō rātou aroaro ki tēnei mara. Hei tauira, i kitea e tētahi pūrongo a te Tari Pūngao o Amerika e rua ngā whiwhinga tāke matua e tautoko ana i te whanaketanga o te umanga pūngao ma o te motu: ko te whiwhinga tāke 45X mō te hanga matatau me te whiwhinga tāke 48C mō te haumi ki ngā kaupapa pūngao matatau. E kī ana hoki te pūrongo ka taea e ngā kaihanga whai mana te tono mō tētahi o ēnei whiwhinga mō te hanga kōwae rā, te haumi rānei ki te kaha hanga, ka pā pai ki te tipu o te mākete.
Ngā kaiuru matua: SMA Solar Technology AG (Tiamana), Huawei Technologies Co., Ltd. (Haina), Sungrow Power Supply Co., Ltd. (Haina), Jinlong Technology Co., Ltd. (Haina), Fronius International GmbH (Ateria), Power Electronics SL (Pāniora), Delta Electronics Co., Ltd. (Taiwan), SolarEdge Technologies, Inc. (Iharaira), Enphase Energy, Inc. (USA), GOWIN Technologies Co., Ltd. (Haina), TMEIC (Hapani), Yaskawa Electric Corporation (Hapani), Growatt New Energy Co., Ltd. (Haina), FIMER SpA (Itari), ABB Ltd. (Huitererangi), Quanta Computer Co., Ltd. (Taiwan), LG Electronics (Korea ki te Tonga), me Fimer Group (Itari).
E matapaetia ana ko ngā pūnaha hono-pūnaha ka pupuri i te wāhanga nui rawa atu o te mākete hiko pūngao-rā auau-teitei i te wā i tātarihia, e eke ana ki te 68.4%. Ko ngā mea matua kei muri i tēnei kaiārahi ko ngā utu tāutanga iti me ngā kaupapa here pai a te kāwanatanga (hei tauira, te ine kupenga). E ai ki te kāwanatanga o Īnia, ko te Whare Pūngao Rā o te Pirimia: Muft Bijli Yojana (PM Surya Ghar: Muft Bijli Yojana), i whakarewahia i te Hui-tanguru 2024, e whai ana ki te whakatairanga i te tango i ngā pūnaha pūngao rā tuanui kāinga me te haumitanga tae atu ki te INR 750.21 piriona (tata ki te US$9.02 piriona). Hei tāpiri, ka whakaratohia e te kaupapa he tautoko tae atu ki te INR 78,000 crore (tata ki te US$939.7 piriona) mō ngā pūnaha he iti iho i te 3 kW te kaha, ā, mā reira ka whakatairanga i te whanaketanga o ngā pūnaha pūngao rā hono-pūnaha.
E ai ki ngā raraunga wāhanga kaiwhakamahi mutunga, e matapaetia ana ko ngā kaihoko kāinga te 45.8% nui o te mākete inverter pūngao rā auau-teitei i te wā i tātarihia. Ko te pikinga o ngā utu hiko, te pikinga o te tono a ngā kaihoko mō te mana motuhake o te pūngao, me ngā whakatenatena kaha a te kāwanatanga ngā mea matua e akiaki ana i te kaiārahi o tēnei wāhanga. Haunga ngā whakatenatena tāke, ngā whakahokinga moni, me ngā tautoko, kua tere ake te whakaurunga o ngā utu tīmatanga iti mō ngā pūnaha rokiroki pūngao rā kāinga ki tēnei rāngai.
Mō ngā momo, e matapaetia ana ka eke ngā kaitahuri kotahi-wāhanga ki te 42.6% o te mākete kaitahuri pūngao rā auau-teitei i te mutunga o te tau 2035. Ko te tipu o tēnei wāhanga he mea nui nā te whānui o te umanga pūngao rā noho o te ao, nā te mea kua noho ngā kaitahuri kotahi-wāhanga hei paerewa mō te nuinga o ngā pūnaha hiko kāinga. I te marama o Hepetema 2024, i whakarewahia e SolarEdge tētahi otinga noho whakauru o te whakatupuranga e whai ake nei e whakauru ana i te pūngao rā me te rokiroki pūngao. He hoahoa ā-whakapūmau, he tauine hoki tēnei otinga, ā, e whakarato ana i te 211.2 kWh o te mana tārua mō te kāinga katoa. Ko te whāinga o tēnei hua he whakaiti i te wā tāutanga mā te 50%, ā, ka honoa ki te pūmanawa SolarEdge ONE hei whakapai ake i te whai huatanga o te whakahaere pūngao.
E matapaetia ana ko te rohe o Āhia-Moana-nui-a-Kiwa te pupuri i te wāhanga nui rawa atu o te mākete inverter solar auau-teitei o te ao i te mutunga o te tau 2035, arā, ko te 52.3%. Mā tēnei tūranga ārahi ka tutuki te hiahia mō te whakatinanatanga tere o ngā pūnaha photovoltaic nui me ngā pūnaha tuanui. Hei tāpiri, kei te kaha te whakatairanga a ngā kāwanatanga o te rohe o Āhia-Moana-nui-a-Kiwa i te whakaurunga o te pūngao whakahou me ngā hangarau rokiroki pūngao, ā, koinei te mea e akiaki ana i te hiahia mō ngā inverter. I te marama o Mei 2025, i kī a Sungrow Power, nā tōna tūranga ārahi i roto i te rāngai pūngao whakahou tino whakataetae o Ahitereiria, i whakamanahia mana ia hei kaihanga inverter me te pākahiko kāinga #1 i Ahitereiria mō te tau 2024 e SunWiz.
Ko Haina te rangatira o te mākete inverter pūngao-rā auau-teitei, ko ia te kaiwhakauru nui rawa atu o te ao mō ngā tipu hiko pūngao-rā, ā, he pokapū ā-ao mō te hanga me te auahatanga i roto i tēnei mara. Kei ngā kamupene ā-rohe te wāhanga nui o te mākete inverter o te ao, ā, kei te whakawhānui ake i ō rātou kaha whakaputa ki te whakaputa i ngā inverter matatau, e whakatairanga ana i te whānui ake o te mākete. I whakaatuhia e ngā raraunga i whakaputaina e Ember i te marama o Ākuhata 2025 kua eke te kaweake pūngao-rā o Haina ki te 208 gigawatts i te haurua tuatahi o te tau 2025, me ngā pūtau pūngao-rā me ngā papa silicon neke atu i te 40% o tēnei, e whakaatu ana i te panoni nui i roto i te rautaki kaweake pūngao-rā o Haina.
Kei te pāngia a Īnia e te tipu tere o te mākete hiko pūhiko auau-teitei, ko te nuinga o ngā whāinga whanaketanga hiko pūhiko o te rā, te tipu o ngā pūnaha PV tuanui me ngā pūnaha PV tohatoha, me te whānui o te whakamahinga o ngā otinga hiko pūhiko ranu me te atamai. E ai ki tētahi pūrongo Ember i whakaputaina i te marama o Ākuhata 2025, i te marama o Poutū-te-rangi 2025, i eke te kaha o te waeine pūhiko o Īnia ki te 68 GW me te kaha o te pūtau pūhiko ki te 25 GW, ki te whakataurite ki te 36 GW me te 16 GW o te kaha hou e tumanakohia ana ka puta mai i te tau 2024. Ahakoa e whai ana a Īnia ki te eke ki te 120 GW o te kaha o te waeine pūhiko i te mutunga o te tau 2030, i te haurua tuatahi o te tau 2025, ko Īnia te 52% o te tipu kaweake pūtau pūhiko o te ao mai i Haina, ka rua ngā kawemai mai i te 11 GW ki te 21 GW.
E matapaetia ana ka tino tipu te mākete hiko pūngao-rā auau-teitei o Amerika Te Raki i ngā tau e haere ake nei, nā te tere o te tipu o te rāngai pūngao hou. Hei tāpiri, kei te kite te rohe i te tipu o te whakaputa hiko pūngao-rā i runga i ngā tuanui o ngā whare noho me ngā whare pakihi, me te hanganga o ngā tipu hiko pūngao-rā nui. I te marama o Hepetema 2024, i panuitia e GE Vernova tana hiko pūngao-rā hou 6 MVA, 2000 VDC, i hangaia hei whakaiti i ngā utu me te whakapai ake i te kaha o ngā whakaurunga hiko pūngao-rā. I panuitia hoki e te kamupene he mahi tahi me Shoals Technologies, he kaiwhakarato waeine PV, hei whakamātautau i te hiko pūngao-rā i tētahi tipu hiko pūngao-rā tauine megawatt i Amerika Te Raki.
Kei te whakapakari ake te Hononga o Amerika i tōna tūranga i roto i te mākete hurihanga hiko pūngao-rā auau-teitei ā-rohe, nā ngā kaupapa pūngao whakahou ā-motu, ngā whakatenatena taake ā-motu, me te tere o te whakamahi i te hiko pūngao-rā i roto i ngā whenua he nui te hihi o te rā. Haunga te piki haere o te hiahia mō ngā hurihanga ka taea te whakauru ki te hanganga whatunga atamai me te tautoko i ngā pūnaha rokiroki pūngao ranu, i ngā tono hono whatunga rānei, kei te whakaatu hoki te mākete ā-rohe i te tipu kaha. I tua atu, kua hangaia e ngā kaupapa a te kāwanatanga me ngā kaupapa here ine kupenga ngā āhuatanga pai mō tēnei hanganga mākete, e whakatairanga ana i te tipu mākete paerewa.
Kei te whakaatu a Kanata i te kaha tipu nui i roto i te mākete inverter solar auau-teitei, ko te nuinga nā ngā kaupapa ki te neke ki te pūngao ma. Hei tauira, i te marama o Hepetema 2025, i panuitia e Canadian Solar tana waeine waro-iti o te whakatupuranga e whai ake nei, e whakamahi ana i te hangarau transistor heterojunction (HJT) matatau me ngā tukunga waro o te 285 kg CO₂ ōrite/kW anake, ko tētahi o ngā mea iti rawa i roto i te umanga. I hangaia mō ngā tono tauine nui me ngā tono arumoni, ka tukuna e tēnei waeine tae atu ki te 660 W o te mana whakaputa me te whai huatanga o te 24.4%, e tino whai hua ana ngā tirohanga mākete.
E matapaetia ana ka mau tonu a Ūropi i tōna tūranga hei kaitākaro matua i roto i te mākete inverter pūngao-rā auau-teitei i te wā e arotakehia ana. Ko te tipu o te rohe e akiakihia ana e tōna whakapau kaha ki ngā whāinga pūngao whakahou me te whakahoutanga o te whatunga hiko. I te marama o Hune 2024, i kī a Solar Power Europe kua whakarewahia e te umanga pūngao-rā o Ūropi tētahi kaupapa e aro ana ki te tautoko i te whakatinanatanga o tētahi kaupapa e whai pānga nui ana ki a Ūropi, e aro ana ki ngā inverter pūngao-rā, hei whakapakari i te pūnaha hanga inverter i te rohe.
Kei te mau tonu te tūranga kaha o Tiamana i roto i te mākete hiko pūngao-rā auau-teitei nā te kaupapa here pūngao whakahou whai hua me ngā āheinga auaha o ana kaihanga o roto. I te marama o Hepetema 2025, i panuitia e SMA Solar Technology AG te hainatanga o tētahi whakaaetanga mō te whanaketanga tahi o ngā hiko pūngao-rā o muri mai me ngā pūnaha hiko PowerSkid. Mā tēnei mahi tahi ka whakapakari ake i te tūranga o te umanga hiko pūngao-rā o Tiamana i te ao whānui, ka whakarei ake i tōna whakataetae o te ao, ā, ka whakatairanga i te tipu e ārahihia ana e te kaweake.
Ko te UK tonu te kaitākaro matua i roto i te mākete hiko pūhiko pūhiko auau-teitei, e akiakihia ana e te tipu o ngā pūnaha hiko pūhiko pūhiko i runga i ngā tuanui o ngā whare noho me ngā whakaurunga hiko pūhiko iti arumoni, tae atu ki ngā tautoko a te kāwanatanga mō te whakaputa hiko i runga i te whatunga me te whatunga. Ko te pikinga o ngā utu hiko, te whakamahi i ngā mita atamai, me te tono mō ngā pūnaha hiko pūhiko tino pai kei te akiaki i te whānui o te mākete. Hei tāpiri, kei te piki haere te rongonui o te hangarau hiko pūhiko iti i te UK, e tuku ana i ngā tumanakohanga mākete whai hua.
He tino whakataetae, he wehewehe hoki te mākete hurihuri hiko pūngao-rahi o te ao, me ngā kaitākaro nui pēnei i a Huawei, Sungrow Power, me SMA Solar e kaha ana ki te mākete nā te auahatanga hangarau me te whānuitanga o ngā mekameka tuku o te ao. Hei tāpiri, ko te whakauru i ngā hurihuri ki ngā pūnaha whakahaere pūngao atamai me ngā otinga rokiroki pūngao kua noho hei pūkenga matua mō ēnei kaihanga auaha ki te hanga hua kounga teitei. I te marama o Ākuhata 2025, i riro i te apiti o Amber Enterprises, a ILJIN Electronics India, te nuinga o ngā hea i roto i te Power-One Micro Systems, e tohu ana i tōna whakaurunga mana ki te mākete Inia. Ka whakakotahi tēnei nekehanga i ngā hurihuri hiko pūngao-rahi a Power-One, ngā pūnaha rokiroki pūngao, me ngā rihi EV me ngā āheinga hanga me te R&D a Amber.
Kei roto i te arokite kore utu ngā raraunga mō te rahi o te mākete o nāianei me te rahi o mua, ngā au tipu, ngā tūtohi me ngā ripanga ā-rohe, ngā kōtaha kamupene, me ngā matapae wāhanga mākete.
Kua tae mai tāu tono mō tētahi rārangi kaupapa. Ka whakapā atu tā mātou māngai rangahau ki a koe i te wā e taea ai.
Kua tae mai tāu tono mō tētahi pūrongo rangahau ritenga. Ka whakapā atu tā mātou māngai ki a koe i te wā e taea ai.
Ko Vishnu Nair te Upoko Ao o te Whakawhanaketanga Hoko i Research Nester. Neke atu i te tekau tau o ana wheako hokohoko me te whanaketanga pakihi, ā, he tino tohunga ia ki te tautuhi i ngā hiahia o ngā kiritaki, te whakawhanake i ngā otinga ritenga, me te akiaki i te tipu o ngā moni whiwhi mā roto i ngā hononga rautaki a ngā kiritaki, ka hua ake he whānui ake te pakihi me te tipu rautaki. He nui tōna ngākau nui ki te mārama ki te āhua o te mākete e huri haere ana, ā, e arotahi ana ki te tautuhi i ngā whai wāhitanga mō ngā kiritaki me Research Nester.
Hei tohunga e aro ana ki te tipu, he nui ōna wheako ki te rangahau hokohoko me te whakahaere kaupapa puta noa i ngā rohe maha, tae atu ki Āhia me te Moana-nui-a-Kiwa, Ūropi, te Waenganui Rawhiti, me Āwherika, tae atu ki Amerika ki te Raki me Amerika ki te Tonga. Mā tōna māramatanga hohonu ki ngā hanganga ahumahi ka māmā ake ngā raruraru uaua, ā, ka taea te whakahaere i ngā mahi, ka puta he hokinga nui mai i te haumitanga mō ngā pakihi puta noa i ngā momo rāngai. He tino pai ia ki te whakawhanake me te whakatinana i ngā rautaki whakawhanake pakihi e hangai ana ki ngā whāinga a te kamupene, te arotau i te tūnga mākete, me te whakapiki i te moni whiwhi. E whai ana ia kia noho mōhio ki ngā au o te ahumahi, ā, ka whakamahi i ngā rautaki auaha hei whakatutuki i ngā whāinga pakihi.
Kua tae mai tāu tono mō tētahi pūrongo rangahau ritenga. Ka whakapā atu tā mātou māngai ki a koe i te wā e taea ai.
He kaitātari rangahau mātau a Shweta Singh i Research Nester Private Limited, neke atu i te ono tau o te wheako ngaio, he tohunga ki te whakarato rangahau mākete kounga teitei me ngā otinga tohutohu mō te umanga pūngao. He whānuitia ngā wāhanga o tana tohungatanga, tae atu ki te pūngao whakahou (rā, hau, wai, koiora), te whakaputa hiko (werawera, karihi, huringa whakakotahi), ngā hangarau whatunga atamai, ngā pūnaha rokiroki pūngao pākahiko (BESS), te ōhanga hauwai, me ngā otinga whai hua pūngao.
E mōhiotia ana a Shweta mō tōna pūkenga ki te whakamāori i ngā raraunga mākete uaua ki ngā māramatanga rautaki, ā, he tūranga nui tāna ki te whakarato i ngā taunakitanga e ahu mai ana i ngā raraunga ki ngā kaipupuri hea i roto i te umanga pūngao o te ao. Ko ia te kaiārahi i te whakawhanaketanga o ngā pūrongo rangahau tahi, ngā kaupapa tohutohu kua whakaritea, me ngā pūrongo tātari mākete kua whakaritea ki ngā whāinga rautaki a ngā kiritaki, e kapi ana i ngā āhuatanga pēnei i te hokohoko hua, te whakamahere haere-ki-te-mākete, te tātari ture, me te mātauranga whakataetae.
He tohu Paerua Pūtaiao kei a Shweta i roto i te Tātari Pakihi mai i te Whare Wānanga o ngā Akoranga Hinu me te Pūngao (UPES), e whakarato ana i tētahi turanga pakari mōna i roto i ngā mahi tātari. E mōhiotia ana tana mahi mō tōna aro nui ki te tika, te māramatanga hohonu, me te huarahi ratonga e aro ana ki te kiritaki. Kei a ia anō hoki ngā pūkenga whakahaere kaupapa me te kaiārahi rōpū, e whakarite ana kia oti pai ngā kaupapa rangahau i te wā tika me te kounga teitei.
Kua tae mai tāu tono mō tētahi pūrongo rangahau ritenga. Ka whakapā atu tā mātou māngai ki a koe i te wā e taea ai.
Wā tuku: 29 Paenga-whāwhā 2026