世界の風力タービン市場・戦略：2008-2020年

Abstract

EER' s new market study, Global Wind Turbine Markets and Strategies, 2008-2020, provides comprehensive analysis of global wind turbine markets, including the strategies of leading turbine manufacturers and their component suppliers, the competitive positioning of these players in the global market, and the challenges they face going forward.

The global wind turbine market has seen rapid shifts in scale and product sophistication on the back of booming demand for wind power globally. Effective wind turbine pricing is a major challenge for all manufacturers as they strive to keep pace with higher volume and more complex demand. Suppliers are expanding their sales and production globally. Turbine prices and cost of installations are increasing as multiple players move on 2 MW turbines and above.

EER' s new study addresses these questions and more:

• -What are the benefits of in-house versus outsourcing strategies for leading OEMs?
• -How is wind turbine market share shifting by region and by turbine size?
• -What are the key challenges facing component suppliers today?
• -What is the forecasted turbine market growth over the next ten years and which factors will impact that growth?
• -What are the key pinch points along the component supply chain

Table of Contents

Section 1. Executive Summary

• 1.1 Global Wind Power Forecasts, 2008-2020
• 1.2 Wind Turbine Market Forecasts by Project Size
• 1.3 Wind Turbine Market Forecasts by Turbine Size
• 1.4 Global Wind Turbine Pricing
• 1.5 Competitive Trends in Wind Turbine Supply
  • Leading Utilities, IPPs Anchor Longer Term Order Books
  • Customer Experience Tests O&M Relationships
• 1.6 Supply Chain Positioning
• 1.7 Total Wind Turbine Investment Forecasts

Section 2. Global Wind Turbine Market Forecasts

• Forecast Methodology
• 2.1 Global Wind Power Forecasts 2008-2020
• 2.2 Global Onshore Wind Market Forecast, 2008-2020
  • 2.2.1 Europe Onshore
  • 2.2.2 US/Canada Onshore
  • 2.2.3 Asia Pacific Onshore
  • 2.2.4 Rest of World Onshore
• 2.3 Global Offshore Wind Market Forecasts 2008-2020
  • 2.3.1 Europe Offshore
  • 2.3.2 US/Canada Offshore
  • 2.3.3 Asia Pacific Offshore

Section 3. Wind Turbine Market Trends

• 3.1 Turbine Demand Scales Up by Turbine and Project Size
  • Projects Scale Gradually as Industry Goes Global
  • 3.1.1 Market Moving into 2 MW and Larger Segment
  • 3.1.2 Offshore Wind Turbine Installations Scale
    • Up, Look for Track Record
• 3.2 Wind Turbine Market Forecasts by Project Size
  • 3.2.1 Onshore
  • 3.2.2 Offshore
• 3.3 Wind Turbine Market Forecasts by Turbine Size
  • 3.3.1 Europe
  • 3.3.2 North America
  • 3.3.3 Asia Pacific
  • 3.3.4 Rest of World
• 3.4 Wind Turbine Pricing Trends and Forecasts
  • 3.4.1 Global Onshore
    • Global Project Pricing Trends
  • 3.4.2 Global Offshore
    • Offshore Investment Forecast
  • 3.4.3 Regional Onshore
    • European Turbine Prices Stabilizing by 2011
    • US Turbine Prices Set to Decline with Major Competition through 2015
• 3.5 Total Wind Turbine Investment Forecasts

Section 4. Competitive Trends in Wind Turbine Supply

• 4.1 Market Share by Turbine Size
  • Under 1.00 MW Segment
  • 1.00 MW to 1.49 MW Segment
  • 1.50 MW to 1.99 MW Segment
  • 2.00 MW and Above Segment
• 4.2 Market Share by Region
  • Europe
  • North America
  • Asia Pacific
  • Latin America
  • Africa Middle East
• 4.3 Competitive Analysis of Wind Turbine OEMs
  • Pending Trigger Points, Supply-Demand Equilibrium by 2009
  • 4.3.1 Product and Technology Strategies
    • Multiple Players Focusing on 2.00 MW and Above Segment
    • GE Energy, Gamesa Leverage Core Model Workhorses
    • New Entrants Target 1.50 MW and Above
    • Demand Remains for Smaller 1.00 MW and Below, Diverse Competitor Market
    • Siemens, Vestas Control Offshore - Larger Model Competitors on the Horizon
  • 4.3.2 Sales Strategies
    • Leading Utilities, IPPs Anchor Longer Term Order Books
    • Customer Experience Tests O&M Relationships
  • 4.3.3 Supply Issues Drive Consolidation Along
    • Value Chain
    • Globally, Supply Shortage Forces Firms to Reconsider Project Value Chain Position
    • Select Markets, Customers Encourage Turnkey Supply
• 4.4 Wind Turbine OEM Profiles
  • 4.4.1 AAER
  • 4.4.2 Acciona Windpower
  • 4.4.3 Alstom Ecotècnia
  • 4.4.4 Clipper Windpower
  • 4.4.5 DeWind
  • 4.4.6 Enercon
  • 4.4.7 EOZEN
  • 4.4.8 Fuhrländer
  • 4.4.9 Gamesa Eólica
  • 4.4.10 GE Energy
  • 4.4.11 Goldwind
  • 4.4.12 Mitsubishi
  • 4.4.13 MTorres
  • 4.4.14 Multibrid
  • 4.4.15 Nordex
  • 4.4.16 Nordic Windpower
  • 4.4.17 Siemens Wind Power
  • 4.4.18 Sinovel
  • 4.4.19 Suzlon REpower
  • 4.4.20 Vestas Wind Systems
  • 4.4.21 WinWinD
  • 4.4.22 Emerging Asian Turbine Suppliers
    • DongFang Steam Turbine Works
    • Mingyang
    • South Korean Turbine Suppliers
  • 4.4.23 Emerging Offshore Turbine Suppliers
    • BARD Engineering
    • Darwind
    • Blue H Technologies

Section 5. Competitive Trends in Wind Turbine Component Supply

• 5.1 Supply Chain Positioning
• 5.2 Component Suppliers Face Scaling Challenges
  • Supply Challenges Are Numerous
  • Component Supply Shifting Globally
  • Adapting to Shifting OEM Strategies
  • O&M an Emerging Competitive Arena
• 5.3 Competitive Trends in Component Supply
  • 5.3.1 Gearbox Supply Trends
    • Gearbox Supplier Positioning in Transition as 2 MW Market Grows
    • Gearbox Players Ramping up for Multi-MW Competition
  • 5.3.2 Blade Supply Trends
    • Independent Blade Suppliers Seek Global Expansion as OEM Supply Partners
    • Scaling Production Capacity in Booming Markets Key to Blade Supply Competition
  • 5.3.3 Bearings Supply Trends
    • Bearing Product Segments
  • 5.3.4 Tower Supply Trends
    • Turbine OEMs Look Locally for Tower Supply
  • 5.3.5 Other Component Supply Trends
    • Casting Supply Trends
    • Control Supply Trends
    • Generator Supply Trends
• 5.4 Gearbox Supplier Profiles
  • 5.4.1 Bosch Rexroth
  • 5.4.2 Brad Foote Gear Works
  • 5.4.3 Echesa S.A. (Gamesa Energy Transmissions)
  • 5.4.4 Eickhoff
  • 5.4.5 Hansen
  • 5.4.6 Ishibashi Manufacturing Co., Ltd.
  • 5.4.7 Jahnel-Kestermann Getriebewerke (JaKe)
  • 5.4.8 Moventas
  • 5.4.9 Pujol Muntalá
  • 5.4.10 Renk AG
  • 5.4.11 Winergy
  • 5.4.12 Chinese Gearbox Suppliers
    • China High Speed Transmission Equipment Group Co., Ltd.
    • Chongqing Gearbox Co., Ltd.
    • Hangzhou Advance Gearbox Group Co., Ltd.
• 5.5 Blade Supplier Profiles
  • 5.5.1 Abeking and Rasmussen (A&R)
  • 5.5.2 Euros
  • 5.5.3 HT Blade
  • 5.5.4 LM Glasfiber
  • 5.5.5 NOI (Sinoi)
  • 5.5.6 Tecsis
  • 5.5.7 TPI Composites
• 5.6 Bearings Supplier Profiles
  • 5.6.1 Kaydon
  • 5.6.2 NTN Corporation
  • 5.6.3 SKF Group
  • 5.6.4 The Timken Company
  • 5.6.5 Wangfangdian
• 5.7 Tower Supplier Profiles
  • 5.7.1 Coiper (Comonor)
  • 5.7.2 DMI Industries
  • 5.7.3 Qingdao Wuxiao Tower
  • 5.7.4 Roug A/S (Hendricks Industries)
  • 5.7.5 Tower Tech Systems
  • 5.7.6 Trinity Structural Towers

LIST OF EXHIBITS

Section 1. Executive Summary

• 1-1: Global Wind MW Added by Region, 2000-2020
• 1-2: Global Wind Project Size Overview
• 1-3: Global Onshore Market Forecast by Project Size, 2007-2020
• 1-4: Global Average Wind Turbine Size Installation, 2006-2007
• 1-5: Global Wind Turbine Market Forecast by Turbine Size, 2007-2020
• 1-6: Global Turbine Plus Tower Price per MW, 2005-2015
• 1-7: Global Wind Turbine Market Share, Turbines and MW Installed 2001-2007
• 1-8: Major Wind Power Operator Cumulative Procurement Split by Supplier, YE 2007
• 1-9: Major Wind Power Owner O&M Positioning
• 1-10: In-house vs. Outsource Criteria by Component
• 1-11: Turbine Component Supply Chain Overview
• 1-12: Global Total Wind Turbine Investment Forecast, US$ Millions, 2005-2015

Section 2. Global Wind Turbine Market Forecasts

• 2-1: Global Wind MW Added by Region, 2000-2020
• 2-2: Global Wind MW Added - Onshore vs. Offshore, 2000-2020
• 2-3: Global Wind MW Cumulative Installed by Region, 2000-2020
• 2-4: Global Wind MW Onshore Added by Region, 2000-2020
• 2-5: Global Wind MW Onshore Cumulative Installed by Region, 2000-2020
• 2-6: Europe Wind MW Onshore Cumulative Installed by Country, 2000-2020
• 2-7: Europe Wind MW Onshore Added by Country, 2000-2020
• 2-8: US/Canada Wind MW Onshore Cumulative Installed by State/Province, 2000-2020
• 2-9: US/Canada Wind MW Onshore Added by State/Province, 2000-2020
• 2-10: Asia Pacific Wind MW Onshore Cumulative Installed by Country, 2000-2020
• 2-11: Asia Pacific Wind MW Onshore Added by Country, 2000-2020
• 2-12: Rest of World Wind MW Onshore Cumulative Installed by Country, 2000-2020
• 2-13: Rest of World Wind MW Onshore Added by Country, 2000-2020
• 2-14: Global Wind MW Offshore Added by Region, 2000-2020
• 2-15: Global Wind MW Offshore Cumulative Installed by Region, 2000-2020
• 2-16: Europe Wind MW Offshore Cumulative Installed by Country, 2000-2020
• 2-17: Europe Wind MW Offshore Added by Country, 2000-2020
• 2-18: US/Canada Wind MW Offshore Cumulative Installed by Country, 2000-2020
• 2-19: US/Canada Wind MW Offshore Added by State/Province, 2000-2020
• 2-20: Asia Pacific Wind MW Offshore Cumulative Installed by Country, 2000-2020
• 2-21: Asia Pacific Wind MW Offshore Added by Country, 2000-2020

Section 3. Wind Turbine Market Trends

• 3-1: Global Average Wind Turbine Size Shipped, 2001-2007
• 3-2: Global Average Wind Project Size, 2001-2007
• 3-3: Global Annual Installed by Rated Turbine Capacity (Onshore and Offshore)
• 3-4: Offshore Deployment by Turbine Size 2001-2007
• 3-5: Offshore Deployment by Project Size 2001-2007
• 3-6: Global Wind Project Size Overview
• 3-7: Global Onshore Market Forecast by Project Size, 2007-2020
• 3-8: Global Offshore Market Forecast by Project Size, 2007-2020
• 3-9: Global Average Wind Turbine Size Installation, 2006-2007
• 3-10: Global Wind Turbine Market Forecast by Turbine Size, 2007-2020
• 3-11: Europe Wind Turbine Market Forecast by Turbine Size, 2007-2020
• 3-12: North America Wind Turbine Market Forecast by Turbine Size, 2007-2020
• 3-13: Asia Pacific Wind Turbine Market Forecast by Turbine Size, 2007-2020
• 3-14: Rest of World Wind Turbine Market Forecast by Turbine Size, 2007-2020
• 3-15: Wind Energy System Cost Drivers Overview
• 3-16: Global Turbine Plus Tower Price per MW Installed, 2005-2015
• 3-17: Global Price per MW Installed, 2002-2007
• 3-18: Global Offshore Price per MW Installed, by Project, 2002-2007
• 3-19: Announced Offshore Project Cost Estimates/MW Installed, 2008-2011
• 3-20: Global Offshore Investment Forecast, Annual MW Added
• 3-21: Europe Turbine Price Forecasts, 2005-2015
• 3-22: US Turbine Price Forecasts, 2005-2015
• 3-23: Global Total Wind Turbine Investment Forecast, US$ Millions, 2005-2015

Section 4. Competitive Trends in Wind Turbine Supply

• 4-1: Global Wind Turbine Market Share, Turbines and MW Installed 2001-2007
• 4-2: Global Wind Turbine Market Share <1 MW, 2001-2007
• 4-3: Global Wind Turbine Market Share 1.00 MW to 1.49 MW, 2001-2007
• 4-4: Global Wind Turbine Market Share 1.50 MW to 1.99 MW, 2001-2007
• 4-5: Global Wind Turbine Market Share 2.00 MW and Above, 2001-2007
• 4-6: European Wind Turbine Market Share, 2001-2007
• 4-7: North American Wind Turbine Market Share, 2001-2007
• 4-8: Asia Pacific Wind Turbine Market Share, 2001-2007
• 4-9: Latin America Wind Turbine Market Share, 2001-2007
• 4-10: Africa Middle East Wind Turbine Market Share, 2001-2007
• 4-11: Key Supply/Demand Triggers Impacting Market Equilibrium
• 4-12: Top Turbine Supplier Portfolio Overview
• 4-13: Interlinked Factors Determining Turbine Procurement
• 4-14: Major Wind Power Operator Cumulative Procurement Split by Supplier, YE 2007
• 4-15: Major Wind Power Owner O&M Positioning
• 4-16: Turbine Supplier Component Sourcing Overview
• 4-17: Turnkey Turbine Supplier Status
• 4-18: Turbine Supplier Announced Orders, 2007 Through 1Q 2008
• 4-19: AAER Facts and Figures
• 4-20: AAER Wind Turbine Product Offering
• 4-21: Acciona Windpower Facts and Figures, 2007
• 4-22: Acciona Installations by Model, Region 2001-2007
• 4-23: Acciona Windpower Global Presence
• 4-24: Alstom Ecotècnia Facts and Figures
• 4-25: Alstom Ecotècnia Installations by Model, Region 2001-2007
• 4-26: Alstom Ecotècnia Global Presence
• 4-27: Clipper Windpower Facts and Figures, 2007
• 4-28: Clipper Product Platform
• 4-29: Clipper Windpower US Positioning
• 4-30: DeWind Facts and Figures, 2007
• 4-31: DeWind Installations by Model, Region, 2001-2007
• 4-32: DeWind Global Positioning
• 4-33: Enercon Facts and Figures, 2007
• 4-34: Enercon Installations by Model, Region 2001-2007
• 4-35: Enercon Global Presence
• 4-36: Fuhrländer Installations by Model, Region 2001-2007
• 4-37: Gamesa Facts and Figures, 2007
• 4-38: Gamesa Installations by Model, Region 2001-2007
• 4-39: Gamesa Global Presence
• 4-40: GE Energy Facts and Figures
• 4-41: GE Wind Installations by Model, Region, 2001-2007
• 4-42: GE Energy Product Overview
• 4-43: GE Wind Global Positioning
• 4-44: Goldwind Overview
• 4-45: Goldwind Shipments by Model, Region, 2001-2007
• 4-46: Mitsubishi Facts and Figures
• 4-47: Mitsubishi Turbine deployments by model, region Year-end 2007
• 4-48: Mitsubishi Recent Turbine Contracts
• 4-49: Mitsubishi Global Positioning Overview
• 4-50: Multibrid Offshore Product Overview
• 4-51: Multibrid Key Contracts
• 4-52: Nordex Facts and Figures
• 4-53: Nordex Installations by Model, Region 2001-2007
• 4-54: Nordex Global Presence
• 4-55: Siemens Wind Power Facts and Figures
• 4-56: Siemens Installations by Model, Region, 2001-2007
• 4-57: Siemens Windpower Global Positioning
• 4-58: Sinovel Overview
• 4-59: Suzlon Facts and Figures, 2007
• 4-60: Suzlon-REpower Integration, Anticipated Evolution
• 4-61: Suzlon REpower Installations by Model, Region 2001-2007
• 4-62: Suzlon-REpower Global Presence
• 4-63: Vestas Facts and Figures, 2007
• 4-64: Vestas Turbine Deployments by Model, Region Year-end 2007
• 4-65: Vestas Global Positioning Overview
• 4-66: WinWinD Facts and Figures, 2007
• 4-67: WinWinD Installed Wind Power Base, Year-end 2007
• 4-68: MingYang Manufacturing Base and Production Plan Overview
• 4-69: BARD Engineering Offshore Product Overview
• 4-70: BARD Engineering Key Contracts

Section 5. Competitive Trends in Wind Turbine Component Supply

• 5-1: In-house vs. Outsource Criteria by Component
• 5-2: Turbine Component Supply Chain Overview
• 5-3: Component Supply - Capacity Increase Challenges
• 5-4: Gearbox Supplier Competitive Positioning
• 5-5: Gearbox Capacity Plans
• 5-6: Blade Capacity Expansion Plans - Independent Suppliers
• 5-7: Independent Blade Supplier Competitive Positioning
• 5-8: Blade Supplier Customer Relationships and Market Share
• 5-9: Bearing Supplier Product Portfolios
• 5-10: Tower Supply Overview