干货来了！TrendForce集邦咨询ETS 2025光储产业格局与发展趋势论坛演讲精华汇总

Core Viewpoint - The forum "ETS 2025 Photovoltaic and Energy Storage Industry Pattern and Development Trend" highlighted the integration of photovoltaic and energy storage industries, emphasizing the need for collaboration to tackle new challenges and explore new markets [2][3]. Group 1: Silicon Material Industry Overview - In 2024, new silicon material production capacity is expected to reach 660,000 tons, but 885,000 tons of projects remain completed but not operational due to low market prices [6]. - The silicon material industry has entered a rapid expansion phase since 2020, but the growth rate of capacity expansion has significantly decreased since 2023 [6]. - By 2025, global silicon material capacity is projected to reach 3.5 million tons, with demand at approximately 1.77 million tons, leading to a low operating rate of around 50% [7]. Group 2: Photovoltaic Industry Trends - The photovoltaic industry is expected to experience a significant slowdown in capacity and production growth, transitioning to a period of supply-side adjustments [10]. - The focus will shift from increasing production to managing supply excess, with capital expenditures expected to decrease significantly [10]. - By 2025, the global photovoltaic market is projected to add 596 GW of new installations, reflecting a year-on-year growth of 6% [13]. Group 3: Energy Storage Battery Trends - In 2024, the shipment scale of energy storage cells is expected to exceed 311 GWh, with a year-on-year growth rate of approximately 41% [16]. - The energy storage market is anticipated to continue significant growth, with shipments expected to surpass 400 GWh in 2025, representing over 30% growth [16]. - Solid-state battery technology is gaining traction, with nearly 100 companies involved, and the market demand for solid-state batteries is projected to exceed 328 GWh by 2030 [17]. Group 4: Global Energy Storage Demand Outlook - The global energy storage market is expected to see new installations reach 86 GW/22 GWh in 2025, reflecting a year-on-year growth of 27%/36% [20]. - China, Europe, and the United States will continue to dominate the energy storage market, accounting for 85% of global new installations [21]. - Emerging markets in Asia, Africa, and Latin America are expected to accelerate their energy storage demand due to various factors, including energy transition strategies and rising electricity prices [21].