企业竞争图谱：2024年太阳能电池背膜 头豹词条报告系列

Investment Rating - The report does not provide a specific investment rating for the solar cell backsheet industry Core Insights - The solar cell backsheet industry is experiencing significant growth driven by the increasing demand for photovoltaic components and the ongoing technological advancements in solar energy [3][12][16] - The market size of the solar cell backsheet industry has grown from 569 million square meters in 2021 to 862 million square meters in 2023, with a compound annual growth rate (CAGR) of 23.08% [39] - The industry is expected to continue expanding, with projections indicating a market size of 980 million square meters by 2028, reflecting a CAGR of 2.89% [39] Industry Definition - The solar cell backsheet, also known as photovoltaic module backsheet, is a protective layer located at the back of solar cell modules, providing insulation and weather resistance [4][12] Industry Classification - The solar cell backsheet industry can be classified based on production processes, material structures, and chemical materials [6][7] Industry Characteristics - The industry features diverse demand based on different application scenarios, a trend towards product diversification, and significant growth potential driven by the sustainable development of the photovoltaic industry [12][16] Industry Development History - The solar cell backsheet industry has evolved through three main stages: early development (1970-1989), material innovation (1990-2015), and rapid development (2016-present) [18][19][21] Industry Scale - The market size of the solar cell backsheet industry has increased significantly, with a historical growth driven by the rising production of solar cell components [39][40] Policy Overview - Various policies have been implemented to support the growth of the solar cell backsheet industry, including initiatives to enhance the photovoltaic supply chain and promote clean energy utilization [44][49] Competitive Landscape - The solar cell backsheet market is dominated by Chinese manufacturers, with the top five suppliers being domestic companies, indicating a high level of localization in the industry [51][53] - The competitive landscape is characterized by a concentration of market share among leading manufacturers, driven by technological advantages and economies of scale [54][55]