根据分析机构Wood Mackenzie Power & Renewables的报告,华为、阳光电源和SMA按顺序占据了去年出货量最大的逆变器供应商位置前三甲。
这个三甲阵容2016年以来就一直保持不变,其中华为连续第四年独占鳌头。来自WoodMac的分析师表示,前三名加上Power Electronics和ABB组成的前五大逆变器制造商阵容在去年经历了总市场份额的下降,这在六年来还尚属首次。这些主要厂商的市场份额从2017年的62%降至56%。而他们的竞争对手似乎正追赶上来,排名第六至第十的公司所占市场份额总和在同一时期从15%上升到19%。
尽管2018年全球逆变器出货量年度同比增长8%,但由于中国政府决定收紧公共太阳能补贴,华为的市场份额下降了4%。报告称,这种趋势转变影响不小,从华为国内竞争对手的出货量也受到类似的抑制作用中可见一斑。
谁会退出角逐?
WoodMac报告的撰写者写道:“由于客户仍会主要基于价格因素购买逆变器,低成本供应商继续占据主导地位,哪些公司将退出逆变器市场,哪些能进一步增长还有待观察。一些公司开始寻求在住宅和商业产品领域有所突破,而另一些公司可能选择完全退出公用事业级光伏市场,正如施耐德电气几个月前所做的那样。”
该报告显示,以色列的SolarEdge和西班牙的Ingeteam首次进入前十,分列第八和第九,而Power Electronics和ABB分别是第四和第五大制造商。上能(Sineng)和Godwee占据第六和第七名,另一家中国公司特变电工新疆新能源(TBEA Sunoasis)位居第十。
亚太地区去年再次占据了市场的最大份额,约占总出货量的64%。报告指出,“美国和加拿大的光伏逆变器出货量增长了21%,拉美和中东[东非]及土耳其(MEA)[市场]的增长率约为40%,而欧洲[增长率]高达50%。”
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