太陽光発電企業世界ファイル
２０１８

２０１８年１１月
株式会社 資源総合システム

太陽光発電企業世界ファイル2018
目 次

1. 太陽電池生産企業 ·························································································1
1.1 日本の太陽電池生産企業の概要 ··································································1(1) F-WAVE（エフウエイブ）··············································································1(2) カネカ ····································································································3(3) 京セラ ···································································································6(4) サンテックパワージャパン（Jiangusu Shunfeng/ Wuxi Suntechグループ） ············· 10(5) シャープ ······························································································· 12(6) ソーラーフロンティア ················································································ 17(7) 長州産業 ····························································································· 21(8) パナソニック ·························································································· 23(9) フジプレアム／フジプレ販売 ······································································ 28(10) 三菱電機 ···························································································· 30(11) その他の企業 ······················································································ 33
1.2 欧州の太陽電池生産企業の概要 ································································ 44(1) SolarWorld Industries（ドイツ） ··································································· 44(2) その他の企業························································································ 46
1.3 米州の太陽電池生産企業の概要 ································································ 55(1) First Solar（米国） ··················································································· 55(2) SolarWorld Americas（米国） ····································································· 58(3) Suniva（米国） ························································································ 59(4) Tesla（Silevo、SolarCity）（米国） ································································ 61(5) その他の企業························································································ 62
1.4 中国の太陽電池生産企業の概要 ································································ 68(1) Canadian Solar（CSI）（中国・カナダ） ··························································· 68(2) China National Building Materials（CNBM）（中国建築材料集団） ······················· 71(3) China Shenhua Energy Company（中国神華能源） ········································ 94(4) Chintグループ（グループ企業：Astronergy、Chint Solar、Chint Electrics） ············· 74(5) GCL System Integration Technology（協鑫集成科技（GCLSI））························· 76(6) Hanergy Thin Film Power Group（漢能薄膜発電集団） ···································· 78(7) JA Solar（晶澳太陽能） ············································································· 81(8) JinkoSolar（晶科能源） ············································································· 84(9) LONGi Green Energy Technology（隆基緑能科技）（生産子会社：LERRI Solar（楽葉光伏）） ······················································································· 87(10) Risen Energy（東方日昇新能源） ······························································ 90(11) Shanghai Aerospace Automobile Electromechanical（上海航天汽車機電）（HT-SAAE） ························································································ 92(12) Shunfeng International Clean Energy（順風国際清潔能源）（SFCE）（生産子会社：Wuxi Suntech Power（無錫尚徳太陽能電力）） ·························· 96

(13) Tongweiグループ（通威集団）（生産子会社：Tongwei Solar（通威太陽能）） ·········· 99(14) Trina Solar（常州天合光能） ··································································· 101(15) Yingli Green Energy Holding Company（英利緑色能源） ······························ 104(16) その他の企業 ···················································································· 107
1.5 その他地域の太陽電池生産企業の概要 ····················································· 114(1) Motech Industries（茂迪）（台湾） ······························································ 114(2) United Renewable Energy（UREC）（聯合再生能源）（台湾）
合併前：Neo Solar Power（NSP）（新日光能源）（台湾）
合併前：Gintech Energy（昱晶能源科技）（台湾）
合併前：Solartech Energy（昇陽光電科技）（台湾） ······································ 116(3) Hanwha Q CELLS（韓国） ······································································ 118(4) Hyundai Heavy Industries Green Energy（Hyundai Heavy Industries（HHI）（現代重工業）グループ）（韓国） ······························································ 121(5) LG Electronics（LGE、LG電子）（韓国） ······················································ 123(6) SunPower Corporation（米国・フィリピン・マレーシア・メキシコ・フランス） ············· 125(7) REC Solar（ノルウェー・シンガポール） ······················································· 128(8) その他の企業······················································································ 130
2. パワーコンディショナ（PCS）生産企業 ······························································ 140
2.1 日本のパワーコンディショナ（PCS）生産企業の概要 ······································· 140(1) オムロン ···························································································· 140(2) 田淵電機 ··························································································· 142(3) 東芝三菱電機産業システム（TMEIC） ························································ 144(4) ダイヘン ····························································································· 146(5) 日新電機 ··························································································· 147(6) 日立製作所 ························································································ 148(7) 富士電機 ··························································································· 149(8) その他の企業······················································································ 150
2.2 欧州のパワーコンディショナ（PCS）生産企業の概要 ······································· 151(1) KACO New Energy（ドイツ） ···································································· 151(2) SMA Solar Technology（ドイツ） ······························································· 153(3) ABB（スイス） ······················································································· 155(4) Power Electronics（スペイン） ·································································· 156(5) Schneider Electric（フランス） ··································································· 157(6) その他の企業······················································································ 158
2.3 米州のパワーコンディショナ（PCS）生産企業の概要 ······································· 159(1) Enphase Energy（米国） ········································································· 159(2) Solaredge Technologies（米国・イスラエル） ················································ 161(3) その他の企業······················································································ 163
2.4 アジア・その他地域のパワーコンディショナ（PCS）生産企業の概要 ····················· 164(1) Huawei Technologies（華為技術）（中国） ··················································· 164(2) Sungrow Power Supply（陽光電源）（中国） ················································· 166(3) TBEA（特変電工）／Xinte Energy（新特能源）／TBEA Xinjiang Sunoasis

（特変電工新疆新能源）（中国）································································· 168(4) その他の企業······················································································ 169
3. 定置用蓄電池/蓄電システム生産企業 ····························································· 172
3.1 日本の定置用蓄電池/蓄電システム生産企業の概要 ······································ 172(1) エリーパワー ······················································································· 172(2) GSユアサ ··························································································· 174(3) ソニー ······························································································· 176(4) 東芝（東芝インフラシステムズ、東芝エネルギーシステムズ） ···························· 177(5) パナソニック ························································································ 179(6) その他の企業······················································································ 182
3.2 その他地域の定置用蓄電池/蓄電システム生産企業の概要 ····························· 185(1) LG Chem（LG化学）（韓国） ····································································· 185(2) Samsung SDI（サムスンSDI）（韓国） ························································· 187(3) BYD（比亜迪）（中国） ············································································· 189(4) Contemporary Amperex Technology（寧徳時代新能源科技）（中国） ················· 190(5) Trina Solar（天合光能）／Trina Battery Energy Storage Solutions（TrinaBESS）（天合儲能）（中国）················································································ 191(6) その他の企業······················································································ 192
4. 太陽光発電システムEPC（設計・調達・建設）・システムインテグレータ企業 ················ 197
4.1 日本の太陽光発電システムEPC（設計・調達・建設）・システムインテグレータ企業・発電事業者の概要 ················································································ 197
4.1.1 日本の太陽光発電システムEPC（設計・調達・建設）・システムインテグレータ企業の概要·································································································· 197(1) ウエストホールディングス····································································· 197(2) NTTファシリティーズ ··········································································· 200(3) 芝浦グループホールディングス（芝浦特機） ·············································· 202(4) 九電工 ··························································································· 203(5) 高島 ······························································································ 204(6) 千代田化工建設 ··············································································· 205(7) 東芝 ······························································································ 207(8) ネクストエナジー・アンド・リソース（ネクストホールディングス） ························ 209(9) その他の企業··················································································· 211
4.1.2 日本の発電事業者・開発事業者（デベロッパー）の概要 ······························ 219(1) SBエナジー ······················································································ 219(2) オリックス ························································································ 221(3) パシフィコ・エナジー ··········································································· 222(4) ユーラスエナジーホールディングス ························································· 223(5) レノバ ····························································································· 224(6) その他の事業者················································································ 225(7) 東京証券取引所インフラファンド市場における上場銘柄 ······························· 228
4.2 欧州の太陽光発電システムEPC（設計・調達・建設）・システムインテグレータ企業の概要

········································································································ 230(1) Belectric（ドイツ） ·················································································· 230(2) Conergy（ドイツ） ·················································································· 232(3) juwi（ドイツ） ························································································· 234(4) X-ELIO（旧 Gestamp Solar）（スペイン） ····················································· 236(5) その他の企業······················································································ 238
4.3 米州の太陽光発電システムEPC（設計・調達・建設）・システムインテグレータ企業の概要········································································································ 242(1) First Solar（米国） ················································································· 242(2) SunEdison（米国） ················································································ 245(3) SunPower Corporation（米国） ································································· 247(4) Swinerton Renewable Energy（米国） ······················································· 249(5) Tesla（Silevo、SolarCity）（米国） ······························································ 250(6) その他の企業······················································································ 251
4.4 アジアの太陽光発電システムEPC（設計・調達・建設）・システムインテグレータ企業の概要········································································································ 253(1) Canadian Solar（中国・カナダ）（プロジェクト開発子会社：Recurrent Energy（米）） · 253(2) GCL New Energy（協鑫新能源）（中国） ······················································ 256(3) Sungrow Power Supply（陽光電源）（中国） ················································· 257(4) State Power Investment Corporation（SPIC）（国家電力投資集団）（旧社名：China Power Investment Corporation（CPI）中国電力投資集団公司）（中国）······································································································· 259(5) TBEA Sunoasis（特変電工新疆新能源）／Xinte Energy（新特能源）／TBEAグループ（特変電工）（中国） ··············································································· 260(6) L&T Construction（旧 L&T ECC Solar）（インド）··········································· 262(7) Sterling and Wilson（インド） ···································································· 263(8) その他の企業······················································································ 264
5. O&M（保守・管理）サービス関連企業 ······························································· 270
5.1 日本・その他地域のO&M（保守・管理）サービス関連企業の概要 ······················· 270(1) アドラーソーラーワークス ········································································ 270(2) ウエストO&M ······················································································ 271(3) オムロンフィールドエンジニアリング（OFE） ·················································· 272(4) オランジュ（旧 りょうしんメンテナンス） ························································ 273(5) オリックス・ファシリティーズ ····································································· 274(6) 綜合警備保障（ALSOK） ········································································ 275(7) シナネン（旧 太陽光サポートセンター） ······················································· 276(8) 日立グループ3社（日立製作所、日立システムズ、日立パワーソリューションズ） ····· 277(9) リコー ································································································ 278(10) CO2O ······························································································ 279(11) NTTスマイルエナジー··········································································· 280(12) NTTファシリティーズ ············································································ 281(13) Solarig（スペイン） ··············································································· 282

(14) SMA Solar Technology（ドイツ） ····························································· 283(15) その他の企業 ···················································································· 284
6. 太陽電池向けシリコン原材料生産企業 ··························································· 285
6.1 日本の太陽電池向けシリコン原材料生産企業の概要 ····································· 285(1) エム・セテック ······················································································ 285(2) 大阪チタニウムテクノロジーズ·································································· 287(3) トクヤマ ····························································································· 289(4) 三菱マテリアル ···················································································· 291(5) その他の企業······················································································ 293
6.2 欧州の太陽電池向けシリコン原材料生産企業の概要 ····································· 298(1) PV Crystalox Solar（英国） ······································································ 298(2) REC Solar Norway（旧社名：Elkem Solar）（ノルウェー） ································· 300(3) Silicon Products Bitterfeld（旧 PV Crystalox Solarドイツ工場）（ドイツ） ·············· 302(4) SolarWorld Industries（旧 SolarWorldグループ）（ドイツ） ······························· 303(5) Wacker Chemie（ドイツ） ········································································ 305(6) その他の企業······················································································ 307
6.3 米州の太陽電池向けシリコン原材料生産企業の概要 ····································· 308(1) Hemlock Semiconductor Corporation（HSC）（米国）····································· 308(2) REC Silicon（ノルウェー・米国） ································································ 310(3) SunEdison（旧 MEMC Electronic Materials）（米国） ····································· 312(4) その他の企業······················································································ 314
6.4 アジア・その他地域の太陽電池向けシリコン原材料生産企業の概要 ··················· 317(1) Daqo New Energy（大全新能源）（中国） ····················································· 317(2) GCL-Poly Energy Holdings（保利協鑫能源）（中国） ······································ 318(3) LONGi Green Energy Technology（隆基緑能科技）（中国） ····························· 320(4) Tianjin Zhonghuan Semiconductor（天津中環半導体）（中国） ························· 323(5) Tongweiグループ（通威集団）（中国）（ポリシリコン生産子会社：
Yongxiang Polysilicon（中国）） ································································ 325(6) Xinte Energy（新特能源）／TBEAグループ（特変電工）（中国）·························· 327(7) Green Energy Technology（GET）（緑能科技）（台湾） ···································· 328(8) Sino-American Silicon Products（SAS）（中美矽晶）（台湾） ····························· 330(9) OCI Company（韓国） ············································································ 332(10) その他の企業 ···················································································· 334
7. 太陽光発電関連産業の商業化状況 ································································ 342
7.1 太陽電池生産企業の商業化状況 ······························································· 342
7.2 太陽光発電システム・周辺機器生産企業の商業化状況 ···································· 344
7.3 太陽電池シリコン原材料生産企業の商業化状況 ············································ 345
7.4 太陽光発電事業者およびECP事業者の商業化状況 ········································ 347
7.5 O&Mサービス事業者の商業化状況 ···························································· 349

Sample1. 太陽電池生産企業
1.1

日本の太陽電池生産企業の概要(1) XXX社
事業内容
沿革

本社所在地
上場取引所
資本金・売上高
資本系列
対外関係
出荷量
生産量
生産能力（2017年末）
拡張計画
生産拠点
生産品目
技術開発
主要調達先
主要取引先
連絡先

(c) 2018 RTS Corporation

Sample4.1.1

日本の太陽光発電システムEPC（設計・調達・建設）
・システムインテグレー
タ企業の概要(1) YYY社
事業内容
沿革

本社所在地
上場取引所
資本金・売上高
資本系列・関連会社
累積設置件数・容量
主な設置事例（実績）
主な設置事例（計画中・建設中）
主要モジュール調達先
対外関係
主要合弁相手
主要提携先
主要取引先
連絡先

(c) 2018 RTS Corporation

Sample7. 太陽光発電関連産業の商業化状況
7.1

太陽電池生産企業の商業化状況(1) 大規模量産段階企業における太陽電池生産能力0
A 社（中）

セル
モジュール

B 社（中）

セル
モジュール

C 社（中）

セル
モジュール

2,000

4,000

6,000

生産能力（MW/年）
8,000 10,000 12,000

14,00016,00018,00020,000

セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール

2017年末2018年末（計画）2019年以降／時期未定（計画）

セル
モジュール
CdTe
セル
モジュール

大規模量産段階企業における太陽電池生産能力（イメージ）
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
CIGS
CIGS
CIGS
CIGS
セル
モジュール
セル
モジュール
CIGS
CdTe
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール
セル
モジュール

セル
モジュール
セル
モジュール
CIGS

※各社、上段＝セル生産能力、下段：モジュール生産能力（結晶シリコン太陽電池）、薄膜系は太陽電池種類を記載）

出典：各社プレスリリース等(c) 2018 RTS Corporation

Sample(2) 中・小規模量産・受注生産段階企業の参入状況
結晶シリコン系
日本

薄膜系、その他

AAA社、BBB社・・・・

CCC社、・・・・

欧州
米国
中国・台湾
・韓国
その他地域

出典：各社資料(3) パイロット生産・商業化準備・研究開発段階企業の参入状況
結晶シリコン系
日本
欧州
米国
その他地域

出典：各社資料(c) 2018 RTS Corporation

XXX社、YYY社、・・・・

薄膜系、その他
ZZZ社、・・・・

Sample7.4

太陽光発電事業者およびECP事業者の商業化状況(1) 日本の太陽光発電事業者による太陽光発電所運用状況① 日本の主な太陽光発電事業者による太陽光発電所運用状況

0

100

200

太陽光発電所運用容量（MW）
300
400
500
600

700

800

A社
B社
C社

注）各社の総運用容量は2018年内いずれかの時点の実績
出典：各社プレスリリース、各社ホームページ（2018年11月現在）② FIT制度事業計画認定（2018年8月31日時点）における発電事業者別発電出力上位10社

出典：経済産業省資料から（株）資源総合システムが作成(c) 2018 RTS Corporation

Sample(2) 日本のインフラファンド市場（インフラ投資法人）による太陽光発電所運用状況

020

合計太陽電池パネル出力（MW）
40
60
80

100

120

ラ投資法人

ラ投資法人

投資法人

ラ投資法人

投資法人

出典：東京証券取引所インフラファンド市場、各社ホームページ（2018年11月現在）(3) 世界の主なEPC事業者による太陽光発電設備設置実績
累積設置容量（MW）
0

5,000

10,00015,000（米）
A 社（米）（仏）
B 社（中）（中）
C 社（独）
（中）
（中）
ナダ ）
（独）
（米）
（米）
（米）
（独）
（独）
（中）
（独）
イン）
（中）
（中）
（中）
インド）
インド）
（独）
（中）
（独）
インド）
（中）
（米）
イン）

注）各社の累積設置容量は2017～2018年内いずれかの時点の実績
出典：各社プレスリリース、各社ホームページ（2018年11月現在）(c) 2018 RTS Corporation