2026年光伏应用趋势 TRENDS IN PHOTOVOLTAIC APPLICATIONS 2026

Task1StrategicPVAnalysisandOutreach

TRENDSIN

PHOTOVOLTAIC

APPLICATIONS

2026

ReportIEA-PVPST1-50:2026

PHOTOVOLTAICPOWERSYSTEMSTECHNOLOGYCOLLABORATIONPROGRAMME

WHATISIEAPVPSTCP?

TheInternationalEnergyAgency(IEA),foundedin1974,isanTheIEAPVPSparticipatingcountriesareAustralia,Austria,Belgium,

autonomousbodywithintheframeworkoftheOrganizationforCanada,China,Denmark,Finland,France,Germany,India,Israel,

EconomicCooperationandDevelopment(OECD).TheTechnologyItaly,Japan,Korea,Lithuania,Malaysia,Morocco,theNetherlands,

CollaborationProgramme(TCP)wascreatedwithabeliefthattheNorway,Portugal,SouthAfrica,Spain,Sweden,Switzerland,Thailand,

futureofenergysecurityandsustainabilitystartswithglobalTürkiye,theUnitedKingdomandtheUnitedStatesofAmerica.The

collaboration.Theprogrammeismadeupof6.000expertsacrossEuropeanCommission,SolarPowerEuropeandtheSolarEnergy

government,academia,andindustrydedicatedtoadvancingcommonResearchInstituteofSingaporearealsomembers.

researchandtheapplicationofspecificenergytechnologies.

TheIEAPhotovoltaicPowerSystemsProgramme(IEAPVPS)isoneof

Visitusat:

theTCP’swithintheIEAandwasestablishedin1993.Themissionof

theprogrammeisto“enhancetheinternationalcollaborativeefforts

whichfacilitatetheroleofphotovoltaicsolarenergyasacornerstonein

thetransitiontosustainableenergysystems.”Inordertoachievethis,

theProgramme’sparticipantshaveundertakenavarietyofjoint

researchprojectsinPVpowersystemsapplications.Theoverall

programmeisheadedbyanExecutiveCommittee,comprisedofone

delegatefromeachcountryororganisationmember,whichdesignates

distinct‘Tasks,’thatmayberesearchprojectsoractivityareas.

ThisreporthasbeenpreparedunderTask1,whichdealswithmarket

andindustryanalysis,strategicresearchandfacilitatestheexchange

anddisseminationofinformationarisingfromtheoverallIEAPVPS

Programme,withacontributionfromTask16.

MAINAUTHORS:

Melodiedel’Epine,(BecquerelInstituteFrance),IzumiKaizuka,AkikoMirata,JunkoOkazaki,AkikoMurata(RTSCorporation,Japan),IEA

PVPSTask1members,ElinaBosch(BecquerelInstitute),JuanMartínez,(BecquerelInstituteSpain)

FIRMPOWERAUTHORS:

JanRemund(Meteotest,Switzerland)

ANALYSIS

GuillermoDomínguez(BecquerelInstitute),BecquerelInstituteteam,IzumiKaizuka,JunkoOkazaki(RTScorporation)

DATA

IEAPVPSreportingcountries,RTSCorporation(JP),EC-JRC,BecquerelInstitute(BE)

EDITOR:

Melodiedel’Epine,IEAPVPSTask1Co-Manager

DISCLAIMER

TheIEAPVPSTCPisorganisedundertheauspicesoftheInternationalEnergyAgency(IEA)butisfunctionallyandlegallyautonomous.Views,

findingsandpublicationsoftheIEAPVPSTCPdonotnecessarilyrepresenttheviewsorpoliciesoftheIEASecretariatoritsindividual

membercountriesDatafornon-IEAPVPScountriesareprovidedbyofficialcontactsorexpertsintherelevantcountries.Dataarevalidat

thedateofpublicationandshouldbeconsideredasestimatesinseveralcountriesduetothepublicationdate(seeAnnex)

COPYRIGHTSTATEMENT

Thiscontentmaybefreelyused,copiedandredistributed,providedappropriatecreditisgiven(pleaserefertothe‘SuggestedCitation’).The

exceptionisthatsomelicensedimagesmaynotbecopied,asspecifiedintheindividualimagecaptions.

SUGGESTEDCITATION

del’Epine,M.,Kaizuka,I.,Mirata,A.,Okazaki,J.,Murata,A.,Bosch,E.,Martinez,J.,Remund,J.,Dominguez,G.,(2026)TrendsinPhotovoltaic

Applications2026.IEAPVPSTask1.

COVERPICTURE

Ground-mountedPVinstallationinCiudadReal,Spain,PiconII.ImagecreditsUNEF

ISBN978-1-923734-15-9

DOI10.69766/QAPR2899

IEAPVPSTRENDSINPHOTOVOLTAICAPPLICATIONS2026

REPORTSCOPEANDOBJECTIVES

TheTrendsreport’sobjectiveistopresentandinterpretdevelopmentswillingnessoftherelevantnationalPVindustrytoprovidedata.This

inthePVpowersystemsmarketandtheevolvingapplicationsforthesereportpresentstheresultsofthe34thinternationalsurvey.Itprovides

productswithinthismarket.ThesetrendsareanalysedinthecontextofanoverviewofPVpowersystemsapplications,marketsandproduction

thebusiness,policyandnontechnicalenvironmentinthereportinginthereportingcountriesandelsewhereattheendof2025and

countries.ThisreportispreparedtoassistthosewhoareresponsibleanalysestrendsintheimplementationofPVpowersystemsbetween

fordevelopingthestrategiesofbusinessesandpublicauthorities,and1992and2025.Keydataforthispublicationweredrawnfrommember

tosupportthedevelopmentofmedium-termplansforelectricitycountryinformationsummariessuppliedbyrepresentativesfromeach

utilitiesandotherprovidersofenergyservices.ItalsoprovidesofthereportingcountriesinformationfromthecountriesoutsideIEA

guidancetogovernmentofficialsresponsibleforsettingenergypolicyPVPSaredrawnfromavarietyofsourcesasindicatedintheMethods

andpreparingnationalenergyplans.ThescopeofthereportislimitedAnnex.Whileeveryattemptismadetoensuretheiraccuracy,the

toPVapplicationsofseveraldozenWpormore.Nationaldatasuppliedvalidityofsomeofthesedatacannotbeassuredbeyondthelimits

areasaccurateaspossibleatthetimeofpublication.Dataaccuracyindicated.

onproductionlevelsandsystempricesvaries,dependingonthe

ACKNOWLEDGEMENT

ThisreporthasbeenpreparedunderthesupervisionofTask1

participants.Aspecialthankstoallofthem.

2

IEAPVPSTRENDSINPHOTOVOLTAICAPPLICATIONS2026

FOREWORD

Theglobalphotovoltaicmarketsetanotherrecordin2025,althoughThescaleofdeploymentischangingtherelationshipbetween

growthslowedcomparedwiththeexceptionalaccelerationofthephotovoltaicscapacity,electricitysystemsandelectricitymarkets.

precedingyears.Approximately692GWofnewcapacitywasinstalled,Curtailment,negativeprices,decliningcapturepricesandgrid-

15%morethanin2024,bringingcumulativeglobalcapacitytoalmostconnectionconstraintsaremoreincreasinglyvisibleinhigh-

3TW.Thisinstalledcapacitycouldtheoreticallygeneratearound3845penetrationmarkets.Storage,flexibledemand,strongernetworks,

TWhannually,equivalenttoapproximately12%ofglobalelectricityimprovedforecastingandappropriatemarketaccessarebecoming

consumption.essentialtoextendingthecontributionofPVbeyondthehoursinwhich

itgeneratesandprovidingbankablebusinessmodelsfornew

Chinaremainedthedominantmarket,installingaround415GWor60%

investment.

ofglobaladditions,whileIndiaadded54GWandtheUSA

approximately43GW.DeploymentcontinuedtobroadenElectricitydemandisincreasingthroughtransport,heating,cooling,

geographically,with36countriesinstallingmorethan1GWduringtheindustrialelectrificationandrapidlyexpandingdata-centreloads.PV’s

year.Europeaddedapproximately79GW,broadlystablecomparedmodularityandrelativelyshortconstructiontimesmeansitiswell

with2024,asgrowthinutility-scaleinstallationsincreasinglyplacedtocontributetothisgrowth,butitsvaluewillincreasingly

compensatedforslowerdevelopmentinsomedistributed-PVmarkets.dependoncoordinationwithstorage,networks,complementary

generationandflexibleconsumption.

Thisdeploymentcontinuedalongsidesignificantindustrialimbalance.

Moduleproductionremainedaboveannualinstallations,whilePhotovoltaicsisnowafundamentalcomponentoftheworld’s

nominalmanufacturingcapacitysubstantiallyexceededbotheconomy,providinganestimated8.2millionjobsforaroundUSD400

productionanddemand.Lowutilisationrates,continuingpricebillioninmarketactivityin2025.Itisalsoactivelycontributingto

pressureandweakprofitabilityaffectedmanufacturersthroughoutthegreeningtheenergysector,avoidingapproximately1.3GtCO₂eqof

valuechain.Industrialpolicies,trademeasures,local-contentemissions.

requirementsandsupply-chainconsiderationscontinuedtoplayarole

PVdevelopmenthasmovedtothenextphase:itisnowbothabout

indeterminingwherePVproductsweremanufacturedanddeployed,

usingalmost3TWofcumulativecapacitymoreeffectivelyandenabling

butdidnotsignificantlyimpacttheregionalbalanceofmanufacturing

newcapacity.Asamajorsourceofelectricity,itisnownecessaryto

capacity.

ensurethatitcancontributeflexibility,resilienceandsystemservices

todemonstratethevalueofitscontinuedexpansion.

Melodiedel’Epine,IzumiKaizuka-Co-Managers,IEAPVPSTask1

DanielMugnier-Chair,IEAPVPSProgramme

3

IEAPVPSTRENDSINPHOTOVOLTAICAPPLICATIONS2026

TABLEOFCONTENTS

1.INTRODUCTIONTOTHECONCEPTSANDMETHODOLOGY8

PVTECHNOLOGY8

PVAPPLICATIONSANDMARKETSEGMENTS9

REPORTINGCONVENTIONSANDDATASOURCES9

2.PVMARKETDEVELOPMENTTRENDS12

THEGLOBALINSTALLEDCAPACITY12

DUALUSAGEANDEMERGINGPVMARKETSEGMENTS20

PVDEVELOPMENTPERREGION24

3.POLICYSUPPORTFRAMEWORKS29

PUBLICPOLICYDRIVERSANDSUPPORTSCHEMES29

PPAS,MERCHANTPVANDNEWREVENUEMODELS36

GRDINTEGRATION,FLEXIBILITYANDSTORAGEPOLICY

37

SITNG,PERMITTINGANDLIFECYCLEPOLICY

AGRICULTURALANDPRODUCTIVEUSESOFPV42

INDUSTRIALMANUFACTURINGANDTRADEPOLICIES42

4.TRENDSINTHEPVINDUSTRY44

TRENDSINTHEPVINDUSTRY44

THEUPSTREAMPVSECTOR45

TECHNOLOGYTRENDS51

5.SOCIETALIMPLICATIONSOFPVANDACCEPTANCE55

ACCEPTANCEOFPVDEPLOYMENT55

COMMUNITYPARTICIPATION,FAIRNESSANDLOCALVALUE56

CLIMATECHANGEMITIGATIONANDHEALTHIMPACTS57

ECONOMICCONTRIBUTIONOFPV60

CONTRIBUTIONTOEMPLOYMENT63

ELECTRICITYCOSTS,ACCESSANDEQUITY64

CIRCULARITY,REUSEANDENDOFFIRSTLIFE65

6.COMPETITIVENESSOFPVELECTRICITYIN202566

MODULEPRICES66

SYSTEMPRICES68

COSTOFPVELECTRICITY70

GRIDPARITY,SELFCONSUMPTIONANDCOMPETITIVENESSOFDISTRIBUTEDPV70

COMPETITIVENESSOFPVELECTRICITYWITHWHOLESALEELECTRICITYPRICES71

SOLAR+STORAGECOMPETITIVENESS72

TENDERS,PPASANDCONTRACTEDPVPRICES73

7.PVINTHEENERGYSECTOR76

PVELECTRICITYPRODUCTION76

FROMELECTRICITYPRODUCTIONTOABROADERSYSTEMCONTRIBUTION78

PVANDGROWINGELECTRICITYDEMAND81

OUTLOOK82

8.ANNEXES84

METHODOLOGICALANNEX84

ANNEXE1CUMULATIVEINSTALLEDPVCAPACITYFROM1992TO202590

ANNEXE2ANNUALINSTALLEDPVCAPACITYFROM1992TO202591

ANNEXE32025EXCHANGERATES92

ANNEXE4COUNTRYANDMARKETGROUPINGS93

4

IEAPVPSTRENDSINPHOTOVOLTAICAPPLICATIONS2026

LISTOFFIGURES

FIGURE1.1–GLOBALANNUALCAPACITY2025-FIRSTESTIMATIONSANDCONSOLIDATEDDATA11

FIGURE2.1-EVOLUTIONOFCUMULATIVEPVINSTALLATIONS12

FIGURE2.2.PVPENETRATIONPERCAPITAIN202513

FIGURE2.3.EVOLUTIONOFANNUALPVINSTALLATIONSINMAJORMARKETS14

FIGURE2.4.EVOLUTIONOFMARKETSHAREOFTOPCOUNTRIES14

FIGURE2.5.ANNUALGLOBALPVMARKETIN202515

FIGURE2.6.CUMULATIVEPVCAPACITYEND202515

FIGURE2.7.EVOLUTIONOFREGIONALPVINSTALLATIONS16

FIGURE2.8.2020TO2025GROWTHINMAJORMARKETS17

FIGURE2.9.ANNUALSHAREOFCENTRALISEDANDDISTRIBUTEDGRIDCONNECTEDINSTALLATIONS2015TO202517

FIGURE2.10.CENTRALISEDPVCUMULATIVEANDANNUALINSTALLEDCAPACITYPERREGION202518

FIGURE2.11.DISTRIBUTEDPVCUMULATIVEANDANNUALINSTALLEDCAPACITYPERREGION202519

FIGURE2.12.ANNUALGRIDCONNECTEDCENTRALISEDANDDISTRIBUTEDPVINSTALLATIONSBYREGIONIN202524

FIGURE2.13.EVOLUTIONOFPVINSTALLATIONSINTHEAMERICASPERSEGMENT24

FIGURE2.14.EVOLUTIONOFPVINSTALLATIONSINASIAPACIFICPERSEGMENT25

FIGURE2.15.EVOLUTIONOFPVINSTALLATIONSINEUROPEPERSEGMENT25

FIGURE2.16.EVOLUTIONOFPVINSTALLATIONSINAFRICAANDTHEMIDDLEEASTPERSEGMENT26

FIGURE4.1.YEARLYPVINSTALLATION,PVPRODUCTIONANDPRODUCTIONCAPACITY2015TO202544

FIGURE4.2–GLOBALPRODUCTIONAMOUNTANDANNUALPRODUCTIONCAPACITYALONGTHEVALUECHAININ202545

FIGURE4.3.GLOBALPOLYSILICONPRODUCTION(INMILLIONTONS)46

FIGURE4.4.SHAREOFPVPOLYSILICONPRODUCTIONBYCOUNTRYIN202546

FIGURE4.5.GLOBALWAFERPRODUCTION(INGW)47

FIGURE4.6.SHAREOFPVWAFERPRODUCTIONBYCOUNTRYIN202547

FIGURE4.7.GLOBALPRODUCTIONAMOUNTOFSOLARCELLSINCLUDINGTHINFILM(INGW)48

FIGURE4.8.SHAREOFPVCELLPRODUCTIONBYMAJORCOUNTRIESIN202548

FIGURE4.9.GLOBALPVMODULEPRODUCTION49

FIGURE4.10.SHAREOFPVMODULEPRODUCTIONBYCOUNTRYIN202549

FIGURE4.11–PVMODULEPRODUCTIONPERTECHNOLOGY51

FIGURE5.1.CO2EMISSIONSAVOIDEDBYPVINSELECTEDCOUNTRIES58

FIGURE5.2.AVOIDEDCO2EMISSIONSASPERCENTAGEOFTOTALELECTRICITYSECTOREMISSIONSIN202558

FIGURE5.3.AVOIDEDCO2EMISSIONSASPERCENTAGEOFENERGYSECTORTOTALEMISSIONS59

FIGURE5.4.BUSINESSVALUEOFTHEPVMARKETIN2025INSELECTEDIEAPVPSCOUNTRIES60

FIGURE5.5.CONTRIBUTIONTOGLOBALGDPOFNEWPVBUSINESSVALUEANDENERGYSECTORINVESTMENTS61

FIGURE5.6.ABSOLUTEPVINDUSTRIALBUSINESSVALUEIN202562

FIGURE5.7.PVINDUSTRIALBUSINESSVALUEALONGTHEVALUECHAIN62

FIGURE5.8.PVINDUSTRIALBUSINESSVALUEASSHAREOFGDPIN202562

FIGURE5.9.GLOBALEMPLOYMENTINPVINSELECTEDCOUNTRIES63

FIGURE6.1.PVMODULESPOTPRICELEARNINGCURVE1992TO202566

FIGURE6.2.EVOLUTIONOFPVMODULEPRICERANGEINUSDPERW67

FIGURE6.3.INDICATIVEMODULEPRICESINREPORTINGCOUNTRIES67

FIGURE6.4.2025PVMARKETCOSTRANGES68

FIGURE6.5.EVOLUTIONOFRESIDENTIALANDGROUNDMOUNTEDSYSTEMPRICERANGE2014TO202569

FIGURE6.6.INDICATIVEINSTALLEDSYSTEMPRICESINSELECTEDIEAPVPSREPORTINGCOUNTRIESIN202569

FIGURE6.7.LCOEOFPVELECTRICITYASAFUNCTIONOFSOLARIRRADIANCEANDRETAILPRICESINKEYMARKETS70

FIGURE6.8–REPORTEDSOLARTENDER/PPAPRICESNORMALISEDFORREFERENCESOLARYIELDS,2016-202573

FIGURE6.9.RECENTSOLARTENDER/PPAPRICESNORMALISEDFORREFERENCESOLARYIELD74

FIGURE7.1.PVCONTRIBUTIONTOELECTRICITYCONSUMPTION202577

FIGURE7.2-ANNUALBATTERYENERGYSTORAGESYSTEMBESSINSELECTEDCOUNTRIES77

FIGURE7.3.SHAREOFRENEWABLESINGLOBALELECTRICITYPRODUCTIONIN202578

FIGURE7.4.NEWRENEWABLEINSTALLEDCAPACITY202578

FIGURE7.5.COSTOPTIMIZATIONANDREMUNERATIONSTRATEGYFORFIRMPHOTOVOLTAICPOWERGENERATION79

FIGURE7.6.COSTOPTIMALCURTAILMENTASAFUNCTIONOFFLEXIBILITYOPEX80

5

IEAPVPSTRENDSINPHOTOVOLTAICAPPLICATIONS2026

LISTOFTABLES

TABLE2.1-EVOLUTIONOFTOP10MARKETSRANKING16

TABLE2.2-TOP10COUNTRIESFORCENTRALISEDPVINSTALLEDIN202518

TABLE2.3-TOP10COUNTRIESFORCUMULATIVECENTRALISEDCAPACITYIN202518

TABLE2.4-TOP10COUNTRIESFORDISTRIBUTEDPVINSTALLEDIN202519

TABLE2.5-TOP10COUNTRIESFORCUMULATIVEDISTRIBUTEDCAPACITYIN202519

TABLE2.6-2025PVMARKETSTATISTICSINDETAIL28

TABLE4.1-GLOBALTOPFIVEMANUFACTURERSBRANDSINTERMSOFPVCELLANDMODULEPRODUCTIONANDSHIPMENT49

VOLUME2025

TABLE4.2-EVOLUTIONOFACTUALMODULEPRODUCTIONANDPRODUCTIONCAPACITIES50

TABLE5.1-TOP10RANKINGOFPVBUSINESSVALUESINSELECTEDIEAPVPSCOUNTRIES61

TABLE6.1-TOP10LOWESTWINNINGBIDSINPVTENDERSFORUTILITYSCALEPVSYSTEMS72

TABLE6.2-LOWESTWINNINGBIDSINPVTENDERSFORUTILITYSCALEPVSYSTEMSPERREGION73

TABLE7.1-2025PVELECTRICITYSTATISTICSINIEAPVPSCOUNTRIES83

6

TRENDSINPHOTOVOLTAICAPPLICATIONS2026

PHOTOVOLTAICPOWERSYSTEMSPROGRAMMEWWW.IEA-PVPS.ORG

GLOBALPVIN2025

LARGEDEPLOYMENTANDACHANGINGSYSTEMROLE

GLOBAL

DEPLOYMENTSCALE

PVcontinuedtoexpandrapidlyin

2025,reaching2.96TWof

cumulativecapacity,with0.69TW2.96TW0.69TW+15%

addedduringtheyear,a15%CUMULATIVEINSTALLEDIN2025YEARONYEAR

increasecomparedwith2024.CAPACITY

MARKETCONCENTRATIONTOP5MARKETS:ANNUAL60%

2ANDGEOGRAPHICINSTALLATIONSIN2025

OFGLOBALADDITIONS

EXPANSION415GW

Chinaaccountedfor60%ofglobal54GWINCHINA

additionsin2025.Deployment43GW36

alsobroadened,with36countries18GW14GW

installingmorethan1GW.COUNTRIES

INSTALLED

ChinaIndiaUSAGermanyPakistanOVER1GW

MANUFACTURINGDEPLOYMENTANDINDUSTRIALCAPACITY

3InstalledCapacity

OVERCAPACITY1500GW

ANDWEAKUTILISATIONProduction

GlobalmoduleproductionManufacturingCapacity1000

exceededannualinstallations,but

remainedwellbelow500

manufacturingcapacity,pointing

0

tocontinuedovercapacity.

202020212022202320242025

#00A6A6

4STORAGEDEPLOYMENTANNUALBESSENERGY-CAPACITYADDITIONSINEUROPEANDUSA

ACCELERATED79GWh

AnnualBESSenergy-capacity

additionsinEuropeandtheUSA2.9GWhMORETHAN

combinedrosefrom2.9GWhin

2020to79GWhin2025.27-FOLD

INCREASE

20202025

CLIMATEANDECONOMIC

CONTRIBUTION

PVcontributedtoclimateCO₂

mitigationandtheeconomyin

2025,avoidingemissions,

supportingmillionsofjobsandUSD