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Global Wind Turbine Supply Chain Strategies: 2012-2025

This new IHS study examines the strategies of leading and emerging turbine manufacturers, the competitive positioning of supply chain players - active in the bearings, blades, gearboxes, generator and power converter segments, and the challenges they face going forward.

Global Wind Turbine Supply Chain Strategies: 2012-2025 analyzes key aspects of the turbine market and including technology trends, system pricing, order flow, product strategies, and production facility expansions.

Companies profiled include:

  • 1. Leading Wind Turbine OEMs
  • 2. Emerging OEMs (Asia Pacific, Europe, North and South America)
  • 3. Gearbox Suppliers
  • 4. Bearings Suppliers
  • 5. Tower Suppliers
  • 6. Generator and Power Converter Suppliers

Key questions addressed:

  • Where and how quickly will the global wind market grow between 2012 and 2025?
  • With impressive growth predicted for Asia, now and where are Asian OEMs expanding their footprint?
  • How are turbine manufacturers adjusting their sales and product development strategies to compete in a global market?
  • What is the impact of the dramatic reduction in US wind turbine installations on the local and global supply chain?
  • How are blade, bearings, and gearbox manufacturers positioned to respond to increasing specialization, especially in the offshore sector?

Table of Contents

I. EXECUTIVE SUMMARY

  • 1. Global Demand Forecasts: 2012 - 2025
    • 50 MWto 2.50 MW Products Remain Key to Competitiveness
  • 2. Outsourcing Opportunities Redefined as Global Industry Expands
  • 3. Accelerated Roll-out of Technically Sophisticated Turbines
  • 4. Wind Turbine Component Market Investment: 2012 - 2025

II. GLOBALWIND MARKET FORECASTS

  • 1. Global Wind Power Forecasts: 2012-2025
    • Annual Capacity Added to Surpass 67 GW in 2025
  • 2. Global Onshore WindMarket Forecasts: 2012-2025
    • Europe Onshore Wind
    • North America Onshore Wind
    • Asia Pacific Onshore Wind
    • Latin America Onshore Wind
    • Africa and theMiddle East Onshore Wind
  • 3. Global OffshoreWindMarket Forecasts: 2012-2025
    • Europe OffshoreWind
    • North America Offshore Wind
    • Asia Pacific Offshore Wind

III. GLOBALWIND TURBINE MARKET TRENDS

  • 4. Global WindMarket Trends
  • 5. Average Turbine Size Continues to Scale Toward 2MW
  • 6. Wind TurbineMarket Forecasts by Turbine Size
    • Global Wind Turbine Size Forecast
    • EuropeWind Turbine Size Forecast
    • North America Wind Turbine Size Forecast
    • Asia PacificWind Turbine Size Forecast
    • Rest of WorldWind Turbine Size Forecast
    • Offshore Wind Turbine Size Forecast
  • 7. Wind Turbine Pricing Trends and Forecast
    • Global Market Size Evolution
    • Europe Onshore Wind Turbine Pricing
      • Europe Pricing Scenario: Continued
      • Pressure on Prices in 2011 Leads to
      • Greater Stability from 2012 Onward
    • North America Onshore Wind Turbine Pricing
    • Asia Pacific Onshore Wind Turbine Pricing
      • Scope of Supply Wide-Ranging, with Rapid Growth, New Entrant Proliferation
      • China Turbine Prices Reflect Learning Curve, Shift to Local Sourcing
      • Evolving Demand Factors, Economies of Scale Will Sustain Competitive Chinese Turbine Pricing
    • Global Offshore Wind Turbine Pricing
      • New Entrants, Partnerships, Asset Sales, and Public Finance Buoying the Costs of Offshore
    • Global Investment Outlook
  • 8. Trends in Wind Project Size
    • Global Onshore Project Size Trends
    • Global Offshore Project Size Trends

IV. COMPETITIVE TRENDS INWIND TURBINE SUPPLY

  • 9. Wind TurbineMarket Share Analysis
    • Market Share by Region
      • Europe's MatureMarket Structure
      • Consolidates Around Leading Players
      • North America Market Suffers Largest Drop across the Key Regions
      • Asia Pacific Increasingly Supplied by Local Manufacturing, Indigenous Vendors
      • Latin American Market Remains Modestly Contested, but Growing Competition Looms
      • Growing Competition in Africa/Middle East Market
    • Global Market Share by Turbine Size
      • Sub-megawatt Segment Dwindling; Some Opportunities in Emerging Markets and Europe
      • 1.00MWto 1.49 MW Segment Phases Out as Vendors Move to 2.00MW and Larger Turbines
      • 1.50MWto 1.99MWthe Largest Segment Globally, Driven by Chinese Players
      • 2.00MWto 2.49MW Turbines Core Segment for Multi-Megawatt Players
      • Few Players Active in the 2.50 MW to 2.99 MW Segment
      • 3.00MW and Larger Turbines Experiencing a Jump in Deliveries
    • Offshore Turbine Market Share
  • 10. Competitive Analysis of Wind Turbine OEMs
    • Product and Technology Strategies
      • Vendors Adapt Their Product Offer to Compete Globally
      • Product Development Evolves, Driven by Increasing Competition
      • Direct-Drive Solutions Emerge as the Preferred Option for Larger Turbines
      • Turbine Manufacturers Consider Scaling with Lighter-Weight Permanent Magnet Solutions
      • Weight and Logistics Condition Generator Size Increase
      • Offshore Turbine Offerings Will Increase as New Vendors Enter theMarke
    • Wind Turbine Sales Strategies
      • Order Flow Begins to Show Signs of Rebound in the US
      • National Action Plans, Nuclear Phase-Out and Offshore Growth Sustain Demand in Europe
      • Select Foreign Players Challenge China
      • Monopoly on Asia Pacific Orders
      • Framework Agreements Flourish in Europe, China asManufacturers Seek to Secure Volume
      • Market Diversification Key to Balance Order Book Risk
      • Vendors Adjust Order Terms, Framework Agreements Picking Up
    • Wind TurbineManufacturing Strategies
      • Manufacturing Expansion Looking East and Offshore, withMixed Recovery in Western Europe
      • Market-Leading OEMs Ramp-up Domestic Production Capabilities
      • China Targeted in Asia Pacific Manufacturing Investments,Wind Industry Build-Out
    • Operations and Maintenance Strategies
      • Turbine Suppliers Vary O&M Offer
  • 11. Wind Turbine OEM Profiles
    • Acciona Windpower
    • Alstom Wind
    • AREVA Wind
    • Clipper Windpower
    • Dongfang Turbine Co.
    • Enercon GmbH
    • Fuhrlander AG
    • Gamesa Eolica SA
    • GE Energy
    • Mitsubishi Heavy Industries (MHI)
    • Nordex AG
    • Siemens Wind Power
    • Sinovel Wind Group Co.
    • Suzlon Group
    • Vestas Wind Systems
    • WinWinD Ltd.
    • Xinjiang Goldwind Science & Technology
    • Emerging Asia Pacific OEMs
      • Baoding Huide Wind Power Engineering Co. (Baoding Huide)
      • Beijing Beizhong Steam Turbine Generator Co. (Beizhong)
      • CSIC Chongqing HaizhuangWindpower
      • Equipment Co. (CSIC Haizhuang)
      • CSR Zhuzhou Electric Locomotive Research
      • Institute (CSR ZELRI)
      • Doosan Heavy Industries & ConstructionEnvision Energy
      • GuangdongMingyang Wind Power
      • Technology Co. (Mingyang)
      • Guodian United Power Technology Co. (Guodian United Power)
      • Hunan Hara XEMCWindpower Co. (Hunan Hara XEMC)
      • HyosungWind Power Holdings Co.
      • Hyundai Heavy Industries
      • Jiangsu Xinyu Wind Power Equipment Co. Ltd (CPC New Unite)
      • Kenersys
      • Liaoning GaoKe Energy Group (A-Power/GaoKe)
      • Samsung Heavy Industries
      • Sewind Co.
      • Shenyang Huachuang Wind Energy Corp. (Huachuang)
      • Unison Co.
      • Zhejiang Huayi Wind (HeWind)
      • Zhejiang Yunda (Windey) Wind Power Co.
    • Emerging Europe OEMs
      • BARD Holding
      • e.n.o. Energy
      • EWT
      • Leitwind
      • PowerWind GmbH
    • Emerging North and South America
      • OEMs
      • IMPSA Wind
      • Northern Power Systems
      • Pioneer Power Solutions Inc

V. COMPETITIVE TRENDS IN WIND TURBINE BLADE SUPPLY

  • 1. Wind Turbine Blade Supply Trends
    • Market Structure Shaped by Local vs. Global Players and In-House and Outsource
    • Blade Suppliers Adapt Their Strategies to Capture New Growth Opportunities
    • Product Portfolio and Production
    • Footprint Challenge Independent Blade Suppliers
  • 2. Regional Blade Supply Trends
    • Blade Supply Strategies in North America
    • Blade Supply Strategies in Europe
    • Blade Supply Strategies in China
  • 3. Blade Supplier Strategy Profiles
    • Asia Pacific Suppliers
      • Lianyungang Zhongfu Lianzhong
      • Composites Group (Zhongfu Lianzhong & SINOI)
      • Shanghai FRP Research Institute (Shanghai FRP)
      • SINOMATECH Wind Power Blade
      • Tianjin Dongqi Wind Turbine Blades Engineering Co. (Tianjin Dongqi)
      • Zhonghang (Baoding) Huiteng Windpower
      • Equipment [HT Blade]
    • Europe Suppliers
      • Aeroblade
      • Euros
      • LMWind Power Blades (former LM Glasfiber)
      • SGL Rotec
    • North and South America Suppliers
      • Molded Fiber Glass Companies (MFG)
      • Tecsis
      • TPI Composites

VI. COMPETITIVE TRENDS IN WIND TURBINE GEARBOX SUPPLY

  • 1. Gearbox Supply Trends
    • Large Supply Contracts Key for Expansion Plans
    • Production Capacity Increases and Product Scale Key to Serving the Industry
  • 2. Regional Gearbox Supply Trends
    • Gearbox Supply Strategies in North America
    • Gearbox Supply Strategies in Europe
    • Gearbox Supply Strategies in China
  • 3. Gearbox Supplier Strategy Profiles
    • Asia Pacific Suppliers
      • China High Speed Transmission Equipment Group Co., Ltd. (CHSTE)
      • Chongqing Gearbox Co., Ltd.
      • Hangzhou Advance Wind Power Gearbox Group Co., Ltd.
      • Ishibashi Manufacturing Co., Ltd.
    • Europe Suppliers
      • Bosh Rexroth AG
      • Brevini Power Transmission
      • Eickhoff Group
      • Jahnel-Kestermann Getriebewerke (JaKe)
      • Moventas Oy
      • Renk AG
      • Winergy AG
      • Zollern AG
      • ZF (former Hansen)

VII. COMPETITIVE TRENDS INWIND TURBINE BEARINGS SUPPLY

  • 1. Bearings Supply Trends
    • Manufacturing and Product Trends
  • 2. Regional Bearings Supply Trends
    • Bearings Supply Strategies in North America
    • Bearings Supply Strategies in Europe
    • Bearings Supply Strategies in China
  • 3. Bearings Supplier Strategy Profiles
    • Asia Pacific Suppliers
      • Iljin Industrial Corp., Ltd. (Iljin)
      • Luoyang LYC Bearing Co.
      • NSK Corporation
      • NTN Corporation
      • Wafangdian Bearing Group Co., Ltd. (ZWZ)
      • Zhejiang Tianma Bearing Co., Ltd. (TMB)
    • Europe Suppliers
      • IMO Group
      • NKE Bearings
      • Rollix
      • Rothe Erde Slewing Bearing
      • Schaeffler FAG
      • SKF
    • North and South America Suppliers
      • Kaydon
      • RBC Bearings
      • The Timken Company

VIII. COMPETITIVE TRENDS INWIND TURBINE TOWER SUPPLY

  • 1. Tower SupplyMarket Overview
    • Tower Manufacturers' Development Tied to OEM Strategies
  • 2. Tower Supply Trends
  • 3. Regional Tower Supply Trends
    • Tower Supply Strategies in North America
    • Tower Supply Strategies in Europe
    • Tower Supply Strategies in China
  • 4. Tower Supplier Profiles
    • Asia Tower Suppliers
      • CS Wind
      • Jilin Tianhe Wind Power Equipment Manufacture Co.
      • QingdaoWuxiaoWind Electricity Equipment Co.
      • Shanghai Taisheng Wind Power Equipment
    • Europe Tower Suppliers
      • Ambau Stahl- und Anlagenbau GmbH Coiper (Construcciones yMontajes del Noroeste)
      • DS SM A/S
      • Gestamp Wind Steel
      • KGW Schweriner Maschinen- und Anlagenbau GmbH (KGW)
      • Leucci Costruzioni SpA
      • Mabey Bridge Ltd.
      • Marsh Wind Technology
      • Martifer Energy Systems
      • Ruukki
      • SAM Stahlturm- & Apparatebau (SAM)
      • Schaaf Industrie AG (SIAG)
      • Windar
    • North America Tower Suppliers
      • Ameron International
      • DMI Industries
      • Katana Summit
      • Trinity Structural Towers
      • Tower Tech Systems

IX. COMPETITIVE TRENDS INWIND TURBINE GENERATOR AND POWER CONVERTER SUPPLY

  • 1. Generator Supply Trends
    • Major TurbineManufacturers Diversify Their Suppliers, Scale Portfolios
    • Suppliers Rely on Permanent Magnet and Large Products for Long-Term Competitiveness
  • 2. Regional Generator Supply Trends
    • Generator Supply Strategies in North America
    • Generator Supply Strategies in Europe
    • Generator Supply Strategies in China
  • 3. Power Converter Supply Trends
  • 4. Generator and Power Converter Supplier Profiles
    • Asia Pacific Suppliers
      • Dalian Tianyuan Motors Co
      • Donfang Electrical Machinery Co (DFEM)
      • Lanzhou Eletric Corporation
      • Yongji Xinshisu Electric Equipment Co (CNR)
    • Europe Suppliers
      • ABB
      • Converteam
      • Elin Motoren GmbH
      • Ingeteam Corporacion SA
      • Leroy-Somer
      • PCS Power Converter Solutions
      • The Switch
      • VEM Sachsenwerk GmbH
      • Winergy AG
    • North America Suppliers
      • American Superconductor Corp.
      • Danotek Motion Technologies
      • Woodward SEG
      • Xantrex (Schneider Electric)

LIST OF EXHIBITS

I. EXECUTIVE SUMMARY

  • 1. Global Wind Supply Chain Repositioning
  • 2. Global Wind Cumulative GW Installed by Region: 2012 - 2025
  • 3. Global Wind Turbine Component Demand Overview by Turbine Size: 2011
  • 4. Competitive Market Structure Overview, Wind Turbine Component Segments
  • 5. Recent Global Wind Turbine Roll-outs and Projects by Supplier (MW)
  • 6. Global Key Turbine Component Investment (US$Millions): 2005 - 2025

II. GLOBAL SUPPLY CHAIN MARKET FORECASTS

  • 1. Key Assumptions Influencing IHS EER's Europe Wind Forecast
  • 2. Key Assumptions Influencing IHS EER's North America Wind Forecast
  • 3. Key Assumptions Influencing IHS EER's Asia Pacific Wind Forecast
  • 4. Global Wind Cumulative MW Installed by Region: 2012 - 2025
  • 5. Global Wind MW Added by Region: 2012 - 2025
  • 6. Global Wind MW Added, Onshore vs. Offshore: 2012 - 2025
  • 7. Global Wind Onshore CumulativeMW Installed by Region: 2012 - 2025
  • 8. Global Wind Onshore MWAdded by Region: 2012 - 2025
  • 9. Europe Onshore Wind Cumulative MW Installed by Country: 2012 - 2025
  • 10. Europe Onshore WindMW Added by Country: 2012 - 2025
  • 11. North America Onshore Wind Cumulative MW by Country: 2012 - 2025
  • 12. USWind Additions by Regional Transmission Organization (RTO)
  • 13. North America Onshore Wind Additions by Country: 2012 - 2025
  • 14. Asia Pacific Onshore Wind Cumulative MW Installed by Country: 2012 - 2025
  • 15. Asia Pacific Onshore WindMWAdded by Country: 2012 - 2025
  • 16. Latin America Onshore Wind Cumulative MW Installed by Country: 2012 - 2025
  • 17. Latin America Onshore WindMW Added by Country: 2012 - 2025
  • 18. Africa /Middle East Onshore Wind CumulativeMW Installed by Country: 2012 - 2025
  • 19. Africa /Middle East Onshore WindMW Added by Country: 2012 - 2025
  • 20. Global Offshore Wind CumulativeMW Installed by Region: 2012 - 2025
  • 21. Global Offshore WindMWAdded by Region: 2012 - 2025
  • 22. Europe OffshoreWind Cumulative MW Installed by Country: 20010 - 2025
  • 23. US Offshore and Onshore Wind Breakdown: Base-Case Forecast
  • 24. Asia Pacific Offshore Wind Cumulative MW Installed by Country: 2012 - 2025
  • 25. Asia Pacific Offshore WindMW Added by Country: 2012 - 2025

III. WIND TURBINE COMPONENT MARKET TRENDS AND FORECASTS

  • 1. Global Wind Penetration by Region: 2012
  • 2. Global AverageWind Turbine Size (MW): 2001 - 2011
  • 3. Global Turbine Installations by Vendor and Turbine Size (%): 2011
  • 4. Recent GlobalWind Turbine Roll-Outs and Projects by Supplier (MW)
  • 5. Global Turbine Installations by Drive Type: 2001 - 2011
  • 6. Global Multi-Megawatt TurbineWeight/MW Overview
  • 7. Global Offshore Wind Turbines by Vendor Wind Turbine Supply Chain Strategies: 2011-2025
  • 8. Global AnnualWind Installed by Rated Turbine Capacity (MW): 2012 - 2025
  • 9. Global Offshore Wind Turbine Market Forecast by Turbine Size (MW): 2012 - 2025
  • 10. Global Wind Project Cost Breakdown Overview (%)
  • 11. Global Wind O&M Strategy Overview
  • 12. Global Blade Unit Demand for New Turbines Forecast: 2012 - 2025
  • 13. Global Gearbox Unit Demand for New Turbines by Turbine Size: 2012 - 2025
  • 14. Global Tower Unit Demand for New Turbines by Turbine Size: 2012 - 2025
  • 15. Global Generator Unit Demand for New Turbines by Generator Type: 2012 - 2025
  • 16. Global Power Converter Unit Demand for New Turbines by Converter Type: 2012 - 2025
  • 17. Global Key Turbine Component Investment (US$ Millions): 2005 - 2020

IV. WIND TURBINE OEM SUPPLY CHAIN STRATEGIES

  • 1. Global Turbine Technology Offer Overview
  • 2. Global Turbine Manufacturing Trends Overview by Region
  • 3. Global Turbine Manufacturing Presence by Top Suppliers
  • 4. EuropeWind TurbineManufacturing Position by Company
  • 5. North America OEM Wind Turbine Manufacturing Facilities by Company
  • 6. ChinaWind Turbine Production Facility Locations, Operational and Planned, by Company
  • 7. TurbineManufacturer / Component Supplier Relationship Overview
  • 8. Global Wind Turbine Sourcing Strategy Trends by Component: 2009 (%)
  • 9. Global Wind Turbine Component Demand Overview by Turbine Size: 2011
  • 10. Select Europe Wind Turbine Component Supplier Locations by Company
  • 11. US Wind TurbineManufacturing Geographic Footprint by Component
  • 12. ChinaWind Turbine Manufacturing Geographic Footprint by Component

V. COMPETITIVE TRENDS INWIND TURBINE BLADE SUPPLY

  • 1. Blade Supplier Competitive Positioning
  • 2. Blade Supplier Customer Relationships and Demand Overview
  • 3. Independent Blade Supplier Production Overview
  • 4. US Wind Turbine Shipments by Rotor Size
  • 5. Overview of Major North American Blade Manufacturing Facilities
  • 6. Overview of Major Europe Blade Manufacturing Facilities
  • 7. Blade Capacity Expansion Plans in China: Independent Suppliers and OEM In-House Manufacturing

VI. COMPETITIVE TRENDS INWIND TURBINE GEARBOX SUPPLY

  • 1. Gearbox Supplier Competitive Positioning
  • 2. Gearbox Supplier Customer Relationships
  • 3. Gearbox Supplier Overview
  • 4. Overview of Major North American Gearbox and Gearing Facilities
  • 5. Overview of Major European Gearbox and Gearing Facilities
  • 6. Overview of Major Chinese and Foreign Gearbox and Gearing Facilities

VII. COMPETITIVE TRENDS INWIND TURBINE BEARINGS SUPPLY

  • 1. Bearings Supplier Competitive Positioning
  • 2. Bearings Supplier Overview
  • 3. Overview of Major North America Bearings Manufacturing Facilities
  • 4. Overview of Major European Bearings Manufacturing Facilities
  • 5. Primary China-Based Bearings Supplier Product Portfolios

VIII. COMPETITIVE TRENDS INWIND TURBINE TOWER SUPPLY

  • 1. Global Wind Turbine Tower Supplier Competitive Positioning
  • 2. Global Wind Turbine Tower Supplier Customer Relationships and Demand Overview
  • 3. Global Wind Turbine Tower Supplier
  • 4. Overview
  • 5. Major North AmericanWind Turbine Tower Manufacturing Facilities
  • 6. Major European Wind Turbine Tower Manufacturing Facilities
  • 7. China Wind Turbine Tower Supply Overview

IX. COMPETITIVE TRENDS INWIND TURBINE GENERATOR AND POWER CONVERTER SUPPLY

  • 1. Global Generator Supplier Competitive
  • 2. Positioning
  • 3. Global Generator Supplier Customer
  • 4. Relationships and Demand Overview
  • 5. Global Generator Supplier Overview by Vendor
  • 6. Major North America Generator Manufacturing Facilities by Vendor
  • 7. Major Europe Generator Manufacturing Facilities by Vendor
  • 8. Major Chinese Generator Manufacturing Facilities by Vendor
  • 9. Global Converter Supplier Competitive Positioning
  • 10. Global Power Converter Supplier Customer Relationships and Demand Overview
  • 11. Global Power Converter Supplier Overview
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