Kukula kwa msika wa inverter ya solar yomwe imapangidwa ndi mafunde amphamvu kwambiri kunali US$6.7 biliyoni mu 2025 ndipo akuyembekezeka kufika US$12.8 biliyoni pofika kumapeto kwa chaka cha 2035, kukula pa CAGR ya pafupifupi 7.4% panthawi yolosera kuyambira 2026 mpaka 2035. Kukula kwa makampani opanga ma inverter a solar omwe amapangidwa ndi mafunde amphamvu kwambiri kukuyerekezeredwa kukhala US$7 biliyoni mu 2026.
Msika wamagetsi osinthira mphamvu ya dzuwa omwe amagwiritsidwa ntchito pafupipafupi akuyembekezeka kukula mofulumira, makamaka chifukwa cha kuwonjezeka kwa kugwiritsa ntchito makina a dzuwa m'magawo okhala, amalonda, ndi mafakitale. Lipoti la World Economic Forum (WEF) la Meyi 2023 linanena kuti mphamvu zongowonjezwdwanso zidzapanga 35% ya magetsi padziko lonse lapansi pofika kumapeto kwa 2025, kuchokera pa 29% mu 2022. Lipotilo linanenanso kuti kufunikira kwa magetsi kudzakula ndi 3% pachaka mpaka 2026, ndipo mphamvu ya dzuwa ikuyembekezeka kupanga 54% ya mphamvu zatsopano zomwe zayikidwa ku United States pofika chaka cha 2023.
Kuphatikiza apo, kusintha kwa dziko lonse lapansi kupita ku mphamvu zongowonjezedwanso ndi mfundo zothandizira boma zapatsa apainiya mwayi wabwino kwambiri wokulitsa kupezeka kwawo m'mundawu. Mwachitsanzo, lipoti la US Department of Energy linapeza kuti ngongole ziwiri zazikulu zamisonkho zimathandiza chitukuko cha makampani opanga mphamvu zoyera m'nyumba: ngongole yamisonkho ya 45X yopanga zinthu zapamwamba ndi ngongole yamisonkho ya 48C yoyika ndalama m'mapulojekiti apamwamba amagetsi. Lipotilo limanenanso kuti opanga oyenerera amatha kulembetsa imodzi mwa ngongolezi popanga ma module a dzuwa kapena kuyika ndalama pakupanga zinthu, zomwe zidzakhudza bwino kukula kwa msika.
Omwe akutenga nawo mbali: SMA Solar Technology AG (Germany), Huawei Technologies Co., Ltd. (China), Sungrow Power Supply Co., Ltd. (China), Jinlong Technology Co., Ltd. (China), Fronius International GmbH (Austria), Power Electronics SL (Spain), Delta Electronics Co., Ltd. (Taiwan), SolarEdge Technologies, Inc. (Israel), Enphase Energy, Inc. (USA), GOWIN Technologies Co., Ltd. (China), TMEIC (Japan), Yaskawa Electric Corporation (Japan), Growatt New Energy Co., Ltd. (China), FIMER SpA (Italy), ABB Ltd. (Switzerland), Quanta Computer Co., Ltd. (Taiwan), LG Electronics (South Korea), ndi Fimer Group (Italy).
Makina olumikizidwa ndi gridi akuyembekezeka kukhala ndi gawo lalikulu kwambiri pamsika wamagetsi amagetsi amphamvu kwambiri panthawi yomwe yafufuzidwa, kufika pa 68.4%. Zinthu zazikulu zomwe zimapangitsa utsogoleriwu ndi monga kutsika kwa ndalama zoyikira ndi mfundo zabwino za boma (monga, kuwerengera koyenera). Boma la India linanena kuti Nyumba ya Nduna ya Solar: Muft Bijli Yojana (PM Surya Ghar: Muft Bijli Yojana), yomwe idakhazikitsidwa mu February 2024, cholinga chake ndi kulimbikitsa kugwiritsa ntchito makina amagetsi amphamvu padenga la nyumba ndi ndalama zokwana INR 750.21 biliyoni (pafupifupi US$9.02 biliyoni). Kuphatikiza apo, pulogalamuyi imapereka ndalama zothandizira mpaka INR 78,000 crore (pafupifupi US$939.7 biliyoni) zama makina omwe ali ndi mphamvu zosakwana 3 kW, motero amalimbikitsa chitukuko cha makina amagetsi amphamvu amphamvu olumikizidwa ndi gridi.
Malinga ndi deta ya gawo la ogwiritsa ntchito, ogula nyumba akuyembekezeka kukhala ndi 45.8% yayikulu ya msika wamagetsi osinthira mphamvu zamagetsi amagetsi nthawi yonseyi yomwe yafufuzidwa. Kukwera kwa mitengo yamagetsi, kufunikira kwa ogula kuti azidziyimira pawokha pa mphamvu zamagetsi, komanso zolimbikitsa boma ndi zinthu zazikulu zomwe zikuyendetsa utsogoleri wa gawoli. Kuphatikiza pa zolimbikitsa misonkho, kubweza ndalama, ndi ndalama zothandizira, kutsika kwa ndalama zoyambira zosungira mphamvu zamagetsi amagetsi ...
Ponena za mitundu, ma inverter a gawo limodzi akuyembekezeka kukhala ndi 42.6% yayikulu ya msika wa ma inverter a dzuwa omwe amathamanga kwambiri pofika kumapeto kwa chaka cha 2035. Kukula kwa gawoli kukuyendetsedwa kwambiri ndi kukula kwa makampani opanga magetsi a dzuwa padziko lonse lapansi, chifukwa ma inverter a gawo limodzi akhala muyezo m'makina ambiri amagetsi apakhomo. Mu Seputembala 2024, SolarEdge idayambitsa njira yatsopano yolumikizirana yapakhomo yomwe imaphatikizapo mphamvu ya dzuwa ndi malo osungira mphamvu. Njirayi ili ndi kapangidwe kake kofanana, kosinthika ndipo imapereka mphamvu yokwana 211.2 kWh ya nyumba yonse. Cholinga cha malonda awa ndi kuchepetsa nthawi yoyika ndi 50% ndipo imagwirizana ndi pulogalamu ya SolarEdge ONE kuti iwonjezere magwiridwe antchito amagetsi.
Chigawo cha Asia-Pacific chikuyembekezeka kukhala ndi gawo lalikulu kwambiri pamsika wapadziko lonse wa inverter yamagetsi amphamvu kwambiri pofika kumapeto kwa chaka cha 2035, zomwe ndi 52.3%. Udindo wotsogola uwu ukukwaniritsa bwino kufunikira kwa kukhazikitsidwa mwachangu kwa makina akuluakulu komanso opangidwa ndi dzuwa padenga. Kuphatikiza apo, maboma m'chigawo cha Asia-Pacific akulimbikitsa kwambiri kuphatikiza mphamvu zongowonjezwdwa ndi ukadaulo wosungira mphamvu, zomwe zikuyambitsa kufunikira kwa ma inverter. Mu Meyi 2025, Sungrow Power idalengeza kuti, chifukwa cha udindo wake wotsogola mu gawo lamphamvu zongowonjezwdwa kwambiri ku Australia, idadziwika mwalamulo ngati wopanga ma inverter ndi mabatire apakhomo #1 ku Australia mu 2024 ndi SunWiz.
China ikulamulira msika wamagetsi amphamvu kwambiri padziko lonse lapansi, pokhala kampani yayikulu kwambiri padziko lonse lapansi yokhazikitsa magetsi amphamvu a dzuwa komanso malo opangira zinthu zatsopano padziko lonse lapansi. Makampani am'nyumba ali kale ndi gawo lalikulu pamsika wamagetsi apadziko lonse lapansi ndipo akukulitsa mphamvu zawo zopangira magetsi kuti apange magetsi apamwamba, zomwe zikuwonjezera kukula kwa msika. Deta yofalitsidwa ndi Ember mu Ogasiti 2025 idawonetsa kuti kutumiza kunja kwa magetsi a dzuwa ku China kudafika pa ma gigawatts 208 mu theka loyamba la chaka cha 2025, pomwe ma solar cell ndi ma silicon wafers ndi omwe adapanga zoposa 40% ya izi, zomwe zikuwonetsa kusintha kwakukulu mu njira yotumizira magetsi a dzuwa ku China.
India ikukumana ndi kukula kwakukulu kwambiri pamsika wamagetsi a solar omwe amagwiritsa ntchito mphamvu zambiri, makamaka chifukwa cha zolinga zazikulu zopanga mphamvu ya dzuwa, kukula kwa makina opangira ma PV ogawidwa padenga, komanso kugwiritsa ntchito njira zosakanikirana komanso zanzeru zosinthira magetsi. Malinga ndi lipoti la Ember lomwe linafalitsidwa mu Ogasiti 2025, kuyambira Marichi 2025, mphamvu ya ma module a solar ku India idafika pa 68 GW ndi mphamvu ya ma cell a solar 25 GW, poyerekeza ndi 36 GW ndi 16 GW ya mphamvu yatsopano yomwe ikuyembekezeka kupezeka pa intaneti mu 2024, motsatana. Ngakhale India ikufuna kufika pa 120 GW ya mphamvu ya ma module a solar pofika kumapeto kwa chaka cha 2030, mu theka loyamba la chaka cha 2025, India idawerengera 52% ya kukula kwa ma cell a solar padziko lonse lapansi kuchokera ku China, kuwirikiza kawiri zomwe idatumiza kuchokera ku 11 GW mpaka 21 GW.
Msika wa ma inverter amphamvu a dzuwa aku North America ukuyembekezeka kukula kwambiri m'zaka zikubwerazi, makamaka chifukwa cha kukula kwachangu kwa gawo la mphamvu zongowonjezwdwa. Kuphatikiza apo, derali likuwona kukula kwa kupanga mphamvu za dzuwa padenga la nyumba ndi mabizinesi, komanso kumanga malo akuluakulu opangira mphamvu za dzuwa. Mu Seputembala 2024, GE Vernova idalengeza inverter yake yatsopano ya 6 MVA, 2000 VDC utility-scale solar, yopangidwa kuti ichepetse ndalama ndikuwonjezera kukula kwa ma solar. Kampaniyo idalengezanso mgwirizano ndi Shoals Technologies, wogulitsa ma module a PV, kuti ayese inverter pa malo opangira mphamvu za dzuwa a megawatt ku North America.
Dziko la United States likulimbitsa malo ake pamsika wamagetsi amphamvu osinthira mphamvu zamagetsi m'chigawochi, makamaka chifukwa cha mapulogalamu amagetsi obwezerezedwanso m'boma, zolimbikitsa misonkho ya boma, komanso kugwiritsa ntchito mphamvu yamagetsi mwachangu m'maboma omwe ali ndi kuwala kwamphamvu kwa dzuwa. Kuwonjezera pa kufunikira kwakukulu kwa ma inverters omwe amatha kulumikizana ndi zomangamanga zanzeru ndikuthandizira njira zosungira mphamvu zosakanikirana kapena ntchito zolumikizidwa ndi gridi, msika wakunyumba ukuwonetsanso kukula kwamphamvu. Kuphatikiza apo, zoyeserera za boma ndi mfundo zoyezera neti zapanga mikhalidwe yabwino pamsika uwu, zomwe zikulimbikitsa kukula kwa msika.
Canada ikuwonetsa kuthekera kwakukulu kwakukula pamsika wamagetsi osinthira mphamvu zamagetsi amagetsi amphamvu kwambiri, makamaka chifukwa cha njira zosinthira ku mphamvu zoyera. Mwachitsanzo, mu Seputembala 2025, Canadian Solar idalengeza module yake yatsopano yamagetsi otsika mpweya, pogwiritsa ntchito ukadaulo wapamwamba wa heterojunction transistor (HJT) wokhala ndi mpweya woipa wa 285 kg CO₂ wofanana/kW, womwe ndi umodzi mwa otsika kwambiri mumakampani. Yopangidwira ntchito zazikulu komanso zamalonda, module iyi imapereka mphamvu yotulutsa mpaka 660 W komanso mphamvu ya 24.4%, zomwe zimapangitsa kuti makasitomala ake azikhala ndi chiyembekezo chachikulu.
Europe ikuyembekezeka kupitirizabe kukhala ndi udindo waukulu pamsika wamagetsi opangira mphamvu zamagetsi pogwiritsa ntchito ...
Germany ili ndi malo olimba pamsika wamagetsi amphamvu osinthira mphamvu zamagetsi chifukwa cha mfundo zake zogwira ntchito zongowonjezwdwa komanso luso la opanga ake am'nyumba. Mu Seputembala 2025, SMA Solar Technology AG idalengeza kusaina pangano logwirizana kuti pakhale mgwirizano pakati pa ma inverters a m'badwo wotsatira ndi makina amphamvu a PowerSkid. Mgwirizanowu udzalimbitsa malo a makampani opanga magetsi a dzuwa aku Germany padziko lonse lapansi, kukulitsa mpikisano wake wapadziko lonse lapansi, ndikulimbikitsa kukula kwa makampani ogulitsa magetsi ochokera kunja.
UK ikadali wosewera wofunikira pamsika wamagetsi amphamvu a solar omwe amagwiritsa ntchito ma frequency ambiri, makamaka chifukwa cha kukula kwa makina amphamvu a solar padenga la nyumba komanso malo ang'onoang'ono amalonda a solar, komanso ndalama zothandizira boma popanga magetsi pa gridi ndi gridi. Kukwera kwa mitengo yamagetsi, kugwiritsa ntchito ma smart metres, komanso kufunikira kwa makina amphamvu a inverter omwe amagwira ntchito bwino kwambiri zikuwonjezera kukula kwa msika. Kuphatikiza apo, ukadaulo wa microinverter ukukula ku UK, zomwe zikupereka mwayi wabwino pamsika.
Msika wapadziko lonse wa inverter yamagetsi amphamvu kwambiri padziko lonse lapansi uli ndi mpikisano waukulu komanso wogawanika, ndipo osewera akuluakulu monga Huawei, Sungrow Power, ndi SMA Solar akulamulira msika chifukwa cha luso laukadaulo komanso unyolo waukulu woperekera zinthu padziko lonse lapansi. Kuphatikiza ma inverter ndi njira zanzeru zoyendetsera mphamvu ndi njira zosungira mphamvu kwakhala luso lalikulu kwa opanga atsopanowa popanga zinthu zapamwamba. Mu Ogasiti 2025, kampani yothandizidwa ndi Amber Enterprises, ILJIN Electronics India, idapeza gawo lalikulu mu Power-One Micro Systems, zomwe zikuwonetsa kulowa kwake kovomerezeka pamsika waku India. Kusinthaku kumaphatikiza ma inverter amagetsi a Power-One, makina osungira mphamvu, ndi ma charger a EV ndi luso la Amber lopanga ndi R&D.
Chiwonetsero chaulerechi chikuphatikizapo deta ya kukula kwa msika wamakono komanso wakale, momwe zinthu zikuyendera pakukula kwa msika, machati ndi matebulo am'madera, mbiri za kampani, ndi zolosera za msika.
Talandira pempho lanu la mndandanda wa zomwe zili mkati. Woyimira kafukufuku wathu adzakulankhulani posachedwa.
Talandira pempho lanu la lipoti lanu la kafukufuku. Woyimira wathu adzakulankhulani posachedwa.
Vishnu Nair ndi Mtsogoleri wa Padziko Lonse wa Chitukuko cha Malonda ku Research Nester. Ali ndi zaka zoposa khumi akugwira ntchito yogulitsa ndi chitukuko cha bizinesi, amachita bwino kwambiri pozindikira zosowa za makasitomala, kupanga njira zothetsera mavuto zomwe zakonzedwa, komanso kuyendetsa bwino ndalama kudzera mu mgwirizano wa makasitomala, zomwe zimapangitsa kuti bizinesi ikule komanso kukula kwa njira. Ali ndi chidwi chofuna kumvetsetsa momwe msika ukusinthira ndipo amayang'ana kwambiri kupeza mwayi kwa makasitomala ndi Research Nester.
Monga katswiri woganizira za kukula kwa bizinesi, ali ndi chidziwitso chachikulu pa kafukufuku wamalonda ndi kayendetsedwe ka mapulojekiti m'madera osiyanasiyana, kuphatikizapo Asia Pacific, Europe, Middle East, ndi Africa, komanso North ndi South America. Kumvetsetsa kwake kwakukulu kwa kapangidwe ka makampani kumachepetsa mavuto ovuta ndikupangitsa ntchito kukhala zosavuta kuzisamalira, zomwe zimapangitsa kuti mabizinesi m'magawo osiyanasiyana apindule kwambiri. Amachita bwino kwambiri popanga ndikukhazikitsa njira zopititsira patsogolo bizinesi zomwe zimagwirizana ndi zolinga za kampani, kukonza malo pamsika, ndikuwonjezera ndalama. Amayesetsa kukhala ndi chidziwitso cha zomwe zikuchitika m'makampani ndikugwiritsa ntchito njira zatsopano kuti akwaniritse zolinga zamabizinesi.
Talandira pempho lanu la lipoti lanu la kafukufuku. Woyimira wathu adzakulankhulani posachedwa.
Shweta Singh ndi katswiri wofufuza kafukufuku ku Research Nester Private Limited yemwe ali ndi zaka zoposa zisanu ndi chimodzi zaukadaulo, wodziwika bwino popereka mayankho apamwamba kwambiri ofufuza pamsika komanso upangiri wamakampani opanga mphamvu. Ukadaulo wake umakhudza madera osiyanasiyana, kuphatikizapo mphamvu zongowonjezwdwa (dzuwa, mphepo, mphamvu yamadzi, biomass), kupanga mphamvu (kutentha, nyukiliya, kuzungulira kophatikizana), ukadaulo wanzeru wa gridi, machitidwe osungira mphamvu zamabatire (BESS), chuma cha haidrojeni, ndi mayankho ogwiritsira ntchito mphamvu moyenera.
Shweta amadziwika chifukwa cha luso lake lomasulira deta yovuta ya msika kukhala mfundo zanzeru, zomwe zimagwira ntchito yofunika kwambiri popereka malingaliro ozikidwa pa deta kwa omwe akukhudzidwa ndi makampani opanga mphamvu padziko lonse lapansi. Amatsogolera kupanga malipoti ofufuza ogwirizana, mapulojekiti olangizira omwe amapangidwa mwamakonda, ndi malipoti osanthula msika ogwirizana ndi zolinga za makasitomala, zomwe zimaphatikizapo zinthu monga kutsatsa malonda, kukonzekera msika, kusanthula malamulo, ndi luntha lopikisana.
Shweta ali ndi digiri ya Master of Science mu Business Analytics kuchokera ku University of Petroleum and Energy Studies (UPES), zomwe zimamupatsa maziko olimba pantchito yosanthula. Ntchito yake imadziwika chifukwa chogogomezera kulondola, kuzindikira mozama, komanso njira yogwirira ntchito yoyang'ana makasitomala. Alinso ndi luso loyang'anira mapulojekiti ndi utsogoleri wamagulu, kuonetsetsa kuti mapulojekiti ofufuza amamalizidwa panthawi yake komanso moyenerera.
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Nthawi yotumizira: Epulo-29-2026