Solar Industry Update slide image

Solar Industry Update

Five New Things To Know From Tracking the Sun ... 2023 Edition Module Efficiency and Monocrystalline Market Share Residential Small Non-Residential 20.6% 20.8% Median module 20% efficiency (left-axis) 0% 2002 Percent of Sample 10% 0% Mono-crystalline share (right-axis) 2015 2022 2004 2022 2007 Large Non-Residential 20.4% 100% Storage Attachment Rates by Sector (2022) Non-Residential Residential 10% 2022 2015 2022 7% 2022 0% 1. In 2022, the median module efficiency of U.S. residential PV systems was 20.8%, up 0.7 percentage points y/y. 20th/80th percentile range module efficiencies was 20% to 21.5%. 2. Third-party ownership has declined over time from its historical high of 59% of residential installations in 2012 to 25% in 2022. Market share varies a lot by state. 3. For the second year in a row, microinverters represented over half the residential market, beating out DC optimizer systems 53% to 41%. However, for large nonresidential systems, DC optimizer market share continues to grow, up to 39% in 2022, compared to 1% for microinverters. 4. Residential attachment rates have steadily risen over time, reaching 10% of the sample in 2022-approximately eight states have an attachment rate greater than 10%. 65% of paired storage had a capacity of 5 kW; however, market share for larger storage sizes has grown over time, driven by backup power demand. 5. LBNL performed a regression analysis and found prices are generally lower in markets with more cumulative PV installations and areas with higher income. Their modeling also suggests that prices are $0.6/W lower for systems installed during new construction. Source: Barbose, G., N. Darghouth, E. O'Shaughnessy, and S. Forrester. 2023. Tracking the Sun: Pricing and Design Trends for Distributed Photovoltaic Systems in the United States 2023 Edition. Berkeley, CA: Lawrence Berkeley National Laboratory. September 2023. NREL 21
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