오프그리드 태양에너지 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the off-Grid solar energy market size in terms of installed base is expected to grow from 12.75 gigawatt in 2025 to 14.68 gigawatt in 2026 and is forecast to reach 40.02 gigawatt by 2031 at 22.21% CAGR over 2026-2031.

This report is Segmented by Technology (Solar Photovoltaic and Concentrated Solar Power), End-User (Utility-Scale, Commercial and Industrial, and Residential), and Geography (North America, Europe, Asia-Pacific, South America, and Middle East and Africa). The Market Sizes and Forecasts are Provided in Terms of Installed Capacity (GW).

Global Off-Grid Solar Energy Market Trends and Insights

Falling PV Module Prices & Efficiency Gains

Polysilicon oversupply held China FOB module prices near USD 0.12 per watt in 1H 2026, yet costs stabilized when the 9% export VAT rebate ended, and high silver prices added 3-4% to cell inputs PV. Tandem innovation partly offsets these headwinds: Oxford PV started 27.3% modules in May 2024 and targets 7.5 GW capacity by 2029, while LONGi's lab record reached 33.9% in April 2024. Commercial modules topping 26% efficiency could enter the off-grid solar energy market by 2027 and lower balance-of-system spending up to 20%. Bifacial designs such as LONGi's Hi-MO 9 already secure 5-30% extra yield on high-albedo sites, and thin-film cadmium-telluride remains niche because tellurium scarcity caps global output below 10 GW. Yet perovskite durability and lead content are unresolved, with possible IEC 61215 rule changes creating 12-18 months of certification lag.

Rising Rural Electrification Targets

Mission 300 mobilized USD 1.85 billion for Nigeria's DARES program alone, bundling 1,350 mini-grids to serve 17.5 million people. India's PM-KUSUM set a 30.8 GW target but reached only 2.8 GW by mid-2024 because 40-50% farmer co-payments stalled uptake in low-credit states. The International Solar Alliance calculates 59% of the 396 million unelectrified people are better served by mini-grids, yet the financing gap is forty-nine times current capital flows. Indonesia's 2,500 unelectrified villages illustrate last-mile risk: PLN's USD 0.15 per kWh tariff cap drags IRRs below 8%, deterring private bidders without sovereign backing.

High Upfront CAPEX for Large Systems

Telecom hybrid systems need USD 20,000-60,000, and Nigerian towers still face >12% local-currency debt unless risk guarantees cut rates by 300-400 bps. In India, PM-KUSUM Component A obliges 40-50% farmer co-funding; states with <30% credit penetration force reliance on informal 18-24% loans that erode project IRRs. Mini-grid developers across Nigeria secured financial close on only 15% of a USD 1.6 billion pipeline by early 2025 because lenders seek 25% equity IRRs.

Other drivers and restraints analyzed in the detailed report include:

1. Declining Li-ion Battery Cost Curve
2. Pay-Go Fintech Integration Boosts Affordability
3. Intermittent Policy Support / Subsidy Cuts

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Solar PV accounted for 100% of capacity in 2025, mirroring the overall off-grid solar energy market size trajectory. Concentrated solar power's 10 MW minimum scale and molten-salt storage cost of USD 50-80 per kWh remain uneconomic for the 50 kW-5 MW band, where the off-grid solar energy market thrives. Over the forecast horizon, perovskite-silicon tandems entering bankability by 2027 could pare total installed cost 20-30%, compressing payback periods across mini-grids. Bifacial modules already raise yield 5-30% and expand the off-grid solar energy market share of bifacial shipments, especially in high-albedo Sahel zones. However, lead-related certification hurdles may delay perovskite adoption, tempering near-term upside.

Continuous LFP price declines align with module efficiency gains, keeping the off-grid solar energy market on its steep learning curve. With thin-film cadmium-telluride capped by tellurium supply, crystalline and tandem PV will continue to dominate volume. Edge-of-grid microinverters offering grid-forming capability, launched by Enphase in 2024, will likely remain a grid-connected feature rather than an off-grid standard because unit pricing exceeds USD 0.25 per watt and connectivity requirements strain rural networks.

Geography Analysis

Asia-Pacific dominated the off-grid solar energy market with 59.87% capacity in 2025. Yet India's PM-KUSUM realized only 9% of its 30.8 GW goal by mid-2024, indicating bureaucratic lag amid abundant potential. Indonesia's 2,500 unelectrified villages highlight IRR compression to <8% without sovereign guarantees, constraining private build-out. The Philippines targets 100% household electrification by 2027, focusing on mini-grids where extension costs exceed USD 10,000 per km, but land-title disputes extend lead times past 18 months.

The Middle East and Africa region is forecast to have a 26.3% CAGR, faster than the global off-grid solar energy market. Nigeria's DARES taps USD 1.85 billion to roll out 1,350 mini-grids, some grid-interactive for ancillary-service revenue. Kenyan PAYGo leaders secured USD 156 million in 2025 for 1 million systems, while Gulf investors such as Amea Power financed a 50 MW Ivory Coast plant coming online in 2027. Forex swings remain the key brake; a 68% naira drop in 2024 forced d.light to hedge via multi-currency notes, adding 150-200 bps to issuance spreads.

North America, Europe, and South America combined sit below 15% of the off-grid solar energy market size due to near-universal grid reach. Canada devoted CAD 300 million to replace diesel in 292 remote First Nations communities, but Arctic latitude cuts solar capacity factors to 8-12%, slowing uptake. Brazil's 2023 net-metering revision shrank distributed growth 40% in 2024, while Argentina's peso devaluation froze its RenovAr pipeline. Europe's limited demand centers on island or highland tourism assets where diesel prices supply the arbitrage.

1. ABB Ltd.
2. Schneider Electric SE
3. Canadian Solar Inc.
4. JinkoSolar Holding Co. Ltd.
5. SunPower Corporation
6. Trina Solar Ltd.
7. LONGi Green Energy Technology Co. Ltd.
8. JA Solar Technology Co. Ltd.
9. Sharp Corporation
10. Tesla Inc.
11. First Solar Inc.
12. Sunrun Inc.
13. D.Light Design Inc.
14. Bboxx Ltd.
15. ENGIE Energy Access
16. Zola Electric
17. SMA Solar Technology AG
18. Enphase Energy Inc.
19. Fronius International GmbH
20. Powerhive Inc.
21. Greenlight Planet Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 Introduction

• 1.1 Study Assumptions & Market Definition
• 1.2 Scope of the Study

2 Research Methodology

3 Executive Summary

4 Market Landscape

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Falling PV module prices & efficiency gains
  • 4.2.2 Rising rural electrification targets
  • 4.2.3 Declining Li-ion battery cost curve
  • 4.2.4 Pay-Go fintech integration boosts affordability
  • 4.2.5 ESG-linked debt lowering cost of capital
  • 4.2.6 Utility mini-grid tender bundling
• 4.3 Market Restraints
  • 4.3.1 High upfront CAPEX for large systems
  • 4.3.2 Intermittent policy support/subsidy cuts
  • 4.3.3 Saturation of early adopter households
  • 4.3.4 Used-panel dumping undermining quality trust
• 4.4 Supply-Chain Analysis
• 4.5 Regulatory Landscape & Government Policies
• 4.6 Technological Outlook (next-gen perovskite, AI-based O&M)
• 4.7 Porter's Five Forces
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitute Products & Services
  • 4.7.5 Intensity of Competitive Rivalry

5 Market Size & Growth Forecasts

• 5.1 By Technology
  • 5.1.1 Solar Photovoltaic (PV)
  • 5.1.2 Concentrated Solar Power (CSP)
• 5.2 By End-User
  • 5.2.1 Utility-Scale
  • 5.2.2 Commercial and Industrial (C&I)
  • 5.2.3 Residential
• 5.3 By Component (Qualitative Analysis)
  • 5.3.1 Solar Modules/Panels
  • 5.3.2 Inverters (String, Central, Micro)
  • 5.3.3 Mounting and Tracking Systems
  • 5.3.4 Balance-of-System and Electricals
  • 5.3.5 Energy Storage and Hybrid Integration
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 Europe
    • 5.4.2.1 United Kingdom
    • 5.4.2.2 Germany
    • 5.4.2.3 France
    • 5.4.2.4 Spain
    • 5.4.2.5 Nordic Countries
    • 5.4.2.6 Russia
    • 5.4.2.7 Rest of Europe
  • 5.4.3 Asia-Pacific
    • 5.4.3.1 China
    • 5.4.3.2 India
    • 5.4.3.3 Japan
    • 5.4.3.4 South Korea
    • 5.4.3.5 Malaysia
    • 5.4.3.6 Thailand
    • 5.4.3.7 Indonesia
    • 5.4.3.8 Vietnam
    • 5.4.3.9 Australia
    • 5.4.3.10 Rest of Asia-Pacific
  • 5.4.4 South America
    • 5.4.4.1 Brazil
    • 5.4.4.2 Argentina
    • 5.4.4.3 Colombia
    • 5.4.4.4 Rest of South America
  • 5.4.5 Middle East and Africa
    • 5.4.5.1 United Arab Emirates
    • 5.4.5.2 Saudi Arabia
    • 5.4.5.3 South Africa
    • 5.4.5.4 Egypt
    • 5.4.5.5 Rest of Middle East and Africa

6 Competitive Landscape

• 6.1 Market Concentration
• 6.2 Strategic Moves (M&A, Partnerships, PPAs)
• 6.3 Market Share Analysis (Market Rank/Share for key companies)
• 6.4 Company Profiles (includes Global level Overview, Market level overview, Core Segments, Financials as available, Strategic Information, Products & Services, and Recent Developments)
  • 6.4.1 ABB Ltd.
  • 6.4.2 Schneider Electric SE
  • 6.4.3 Canadian Solar Inc.
  • 6.4.4 JinkoSolar Holding Co. Ltd.
  • 6.4.5 SunPower Corporation
  • 6.4.6 Trina Solar Ltd.
  • 6.4.7 LONGi Green Energy Technology Co. Ltd.
  • 6.4.8 JA Solar Technology Co. Ltd.
  • 6.4.9 Sharp Corporation
  • 6.4.10 Tesla Inc.
  • 6.4.11 First Solar Inc.
  • 6.4.12 Sunrun Inc.
  • 6.4.13 D.Light Design Inc.
  • 6.4.14 Bboxx Ltd.
  • 6.4.15 ENGIE Energy Access
  • 6.4.16 Zola Electric
  • 6.4.17 SMA Solar Technology AG
  • 6.4.18 Enphase Energy Inc.
  • 6.4.19 Fronius International GmbH
  • 6.4.20 Powerhive Inc.
  • 6.4.21 Greenlight Planet Inc.

7 Market Opportunities & Future Outlook

• 7.1 White-space & Unmet-Need Assessment