Ten trends in the photovoltaic energy storage market in 2021
Barry Cinnamon, a California solar industry veteran, predicts that there will be more solar and energy storage in 2021 to deal with the impact of the new crown epidemic.
For many companies in the solar and energy storage industries, customers have high demand for products and services. From a revenue perspective, the optical storage market in 2020 is not as bad as imagined.
As companies and employees consider the long-term benefits of continuing to work from home, the demand for cheap and reliable user-side energy supplies may be even higher in 2021. And a good political environment will help.
The following is GTM's forecast for the optical storage market in 2021.
1. All facing roofs are the goal of fair competition for solar energy. In the past 20 years, the efficiency of solar panels has increased from about 13% to more than 20%.
Coupled with the price drop by 10 times, it now makes economic sense to install solar panels on all facing roofs. Gone are the days of ignoring the north facing roof.
2. The design of the building will be carbon reduction. Higher panel efficiency means that buildings with two floors or less can be designed to be carbon-reduced, that is, it generates more energy than it consumes during operation. Therefore, the proportion of solar energy covered on the roof will increase.
3. The skill level of solar and energy storage contractors will increase.
The additional functions and configuration options of integrated solar and energy storage systems require a higher level of skill to achieve.
Installers must be proficient in building wires, CAT 5/6 communication lines, various wireless communication protocols, desktop and mobile phone applications, and dozens of inverter/battery configuration options. Traditional electrical and rooftop training is only an introduction to solar and energy storage system installers.
4. Module-level power electronics duopoly will continue to exist. SolarEdge inverters and Enphase inverters have become the standard for more than 75% of rooftop installations.
The patent protection of these components, coupled with the scale of manufacturing and the rapid closure of national electrical regulations, creates a huge barrier to entry for competitors' products. Nevertheless, technology is advancing, so leaders must continue to innovate to stay ahead.
5. Customer service and warranty are key criteria for battery system selection. As we all know, battery life is short.
The 10-year warranty that comes with all energy storage system batteries is as important as the integrity of the companies that support these warranties.
Savvy consumers will buy systems from manufacturers with product warranty records.
6. The UL 9540/A standard will postpone the release of new energy storage products. These safety standards are designed to prevent battery thermal runaway and are implemented before the manufacturer completes the necessary tests.
In some cases, there is no “pass or fail” standard that meets the standard, which leaves the interpretation of test results to various jurisdictions.
For example, in many cities in California, dual-battery systems of 20 kWh or above are actually banned, because most households cannot meet the requirements for separation of 36-inch batteries and outlets.
7. More large-scale rooftop solar systems. Due to the failure of old gas equipment, most owners will install new appliances (heat pumps, induction cookers, etc.).
As building power consumption will inevitably rise, for most customers, large-scale solar systems are a wise design decision.
8. Electric vehicle charging piles will become a common choice for new solar and battery installations.
The 40-amp feedback circuit breaker required by the standard solar system can also be used to power secondary electric vehicle charging posts.
Some new inverters are designed with dedicated connections for electric vehicle charging piles, simplifying the wiring, permitting and control of electric vehicle charging,
thereby significantly reducing costs.
9. In the future, there will be two batteries in the garage of every family. One of the batteries will be mounted on an electric car, and the other will be fixed to the wall.
The continued decline in the cost of optical storage systems will exceed the interest of automakers in V2G.
Companies that can provide daytime electric car charging for employees will pay the price for high electricity bills.
The obvious (though not the most ideal) solution is to continue to install a separate household battery system.
10. Batteries used for backup power throughout the house are still expensive. Powering the entire house during a power outage requires multiple batteries and inverters.
Span and Schneider Electric are introducing new "smart" load shedding panels, which are ideal for new homes.
The modified equipment will better serve the independent load shedding controller and be perfectly integrated with the general inverter system.
The federal investment tax relief policy will be extended for two years, coupled with the new government’s renewed enthusiasm for solar energy and energy storage, we can expect another good year for the solar energy and energy storage industry in the United States.
However, two major factors will continue to limit the market penetration of these cost-effective systems.
The first is the hostility of existing utility companies to the solar and energy storage equipment selected by customers, leading to unfavorable self-generated electricity prices and complex interconnection requirements. The second is the increasing soft costs, many of which are related to equipment standards and building regulations.
Fortunately, industry organizations such as California Solar & Storage Association, Solar Rights Alliance, and federal-level industry organizations such as Solar Energy Industries Association, Vote Solar, the Interstate Renewable Energy Council, and the Smart Electric Power Alliance are taking the lead in alleviating these disadvantages.
It is hoped that these organizations, which are vital to the future success of the industry, will continue to be supported in the new year.