KETEP 세계에너지시장정보

Abstract ................................................................................................................................................................................................................................... 3 

Foreword on the Clean Energy Technology Observatory ......................................................................................................................... 4 

Acknowledgements .......................................................................................................................................................................................................... 5 

Executive Summary ......................................................................................................................................................................................................... 6 

1 Introduction ................................................................................................................................................................................................................... 9 
 1.1 Scope and context ......................................................................................................................................................................................... 9 
 1.2 Methodology and Data Sources ........................................................................................................................................................ 10 

2 Technology status and development trends ......................................................................................................................................... 11 
 2.1 Technology readiness level .................................................................................................................................................................. 11 
  2.1.1 Photovoltaic (PV) module technologies ........................................................................................................................ 11 
  2.1.2 Established and emerging innovative PV deployment applications ........................................................... 15 
 2.2 Installed Capacity and Production ................................................................................................................................................... 17 
 2.3 Technology Costs ........................................................................................................................................................................................ 22 
 2.4 Public RD&I Funding and Investments .......................................................................................................................................... 27 
 2.5 Private RD&I funding ................................................................................................................................................................................ 29 
 2.6 Patenting trends .......................................................................................................................................................................................... 32 
 2.7 Scientific publication trends................................................................................................................................................................. 35 
 2.8 Assessment of R&I project developments .................................................................................................................................. 38 

3 Value Chain Analysis ............................................................................................................................................................................................ 42 
 3.1 Turnover ........................................................................................................................................................................................................... 42 
 3.2 Gross value added ..................................................................................................................................................................................... 44 
 3.3 Environmental and socio-economic sustainability ................................................................................................................ 44 
 3.4 Role of EU Companies ............................................................................................................................................................................. 45 
 3.5 Employment ................................................................................................................................................................................................... 46 
 3.6 Energy intensity and labour productivity ..................................................................................................................................... 49 
  3.6.1 Energy intensity ........................................................................................................................................................................... 49 
  3.6.2 Labour productivity .................................................................................................................................................................... 50 
 3.7 EU Production Data ................................................................................................................................................................................... 51 

4 EU Market Position and Global Competitiveness ............................................................................................................................... 53 
 4.1 Global & EU market leaders ................................................................................................................................................................ 53 
 4.2 Trade (Import/export) and trade balance .................................................................................................................................... 59 
 4.3 Resource efficiency and dependence in relation to EU competitiveness ................................................................ 61 

5 Conclusions ................................................................................................................................................................................................................ 63 

References .......................................................................................................................................................................................................................... 65 

List of abbreviations and definitions ................................................................................................................................................................. 73 

List of boxes ...................................................................................................................................................................................................................... 76 

List of figures ................................................................................................................................................................................................................... 77 

List of tables ..................................................................................................................................................................................................................... 80 

Annexes
 Annex 1 Summary Table of Data Sources for the CETO Indicators .......................................................................... 81 
 Annex 2 Countries, regions and continents coding ................................................................................................................................... 82 
 Annex 3 Energy System Models and Scenarios: POTEnCIA and POLES-JRC ............................................................................. 83 
  A3.1 POTEnCIA Model .......................................................................................................................................................................................... 83 
   A3.1.1 Model Overview ....................................................................................................................................................................................... 83 
   A3.1.2 POTEnCIA CETO 2024 Scenario ..................................................................................................................................................... 84 
  A3.2 POLES-JRC Model ....................................................................................................................................................................................... 84  
   A3.2.1 Model Overview ....................................................................................................................................................................................... 84 
   A3.2.2 POLES-JRC Model description ......................................................................................................................................................... 85 
   A3.2.3 Global CETO 2°C Scenario 2024 ................................................................................................................................................... 86 
  A3.3 Distinctions for the CETO 2024 Scenarios – POLES-JRC vs. POTEnCIA ................................................................... 87 
 Annex 4 EU Supported R&I Projects for PV ................................................................................................................................................... 88 
 Annex 5 Upstream c-Si technology sector and downstream utility-scale installation sector .................................... 106 
 Annex 6 Sustainability Assessment Framework ...................................................................................................................................... 107 
 Annex 7 List of EU companies for polysilicon, ingot, wafer, cell and module production equipment and for module components, tracking systems and inverters ..................... 121