2025年太阳能机器人技术状况报告

Tableof Contents Introduction Results by Survey Category Robotics Usage Today ......................Value Drivers of Robotics ..................Software............................................Barriers to Investment .......................Analysis by Respondent Category ....Future Trends .....................................7810111213 Whydid we conduct this survey? Despite the elimination of US federal tax incentives, it is projected that $235billion will be invested in solar production in the United States by 2030 –more than double the expected capital expenditures of all natural gas andwind combined [1]. At the same time, over the past 5 years, labor supplywithin the solar industry (+91% increase in jobs) has not kept pace with solarcapacity growth (+182% increase in energy output), straining owners and Welcome to the inauguralState of Solar Roboticsreport. The data that weshare in this report come from a survey in which we asked solar developers,builders, owners, and operators a variety of questions about their usage and We undertook this project for two main reasons. First, we wanted to get agauge on how people are interacting with available technologies today. Withthe commercialization of AI, more broadly available robotics solutions, andsmarter grid tech, the landscape of solar technology is much different than it Second, we wanted to understand how the solar industry is projected torespond to a number of interesting macroeconomic factors – some moving If you would like to reach us to discuss any of the findings, we’d be happy tochat. Please emailmark@raptormaps.comfor any inquiries. ANote From Our Founders When we started Raptor Maps, we envisioned a world in which solar farmswere operating autonomously. Where data did not live in siloes, and wasfrictionlessly shared as a site was designed, built and connected to the grid.We foresaw an industry that was operating at peak power all of the time, inorder to service the growing energy demands of our society and to create the In particular, we have been energized by what we have seen in the past fewyears, where there has been a massive upswing in the adoption of variousforms of robotics technologies, from autonomously operating drones that can The goal of this survey is to put data behind what we have been observinganecdotally. Thank you to all of the participants who gave honest and detailedanswers to our questions. We hope you are able to gain valuable insights from Sincerely,Nikhil and Eddie KEYFINDING#2 KEYFINDING#1 Aroundhalf of respondents say thatroboticsare already positively Respondentsare receiving avarietyof values from their 36% chose increasing energy production astheir single leading value driver today 51% think robotics are positively, or verypositively effecting their margins today 47% were unsure what effect robotics arehaving on their margins today 32% chose reducing labor costs as theirsingle leading value driver today 48% believe that their robotics deployment is acompetitive advantage for their business today 14%chose mitigating major outage risk astheir single leading value driver today READMORE ON PAGE 8 READMORE ON PAGE 9 KEYFINDING#3 KEYFINDING#4 Thereis broad agreement thatroboticsadoption will go up in the Technologystacks on solar farms 77% think their company’s adoption of roboticswill increase in the next 3-5 years Respondents use an average of 5differentsoftware tools on a weekly basis 5 categories received votes for which technologywill have a positive business impact in the next 60% reported that their company had an internalteam of experts focused on data integration 23% say they do not currently organize assetperformance data in a geospatial interface 79% said AI/ML is one of the technologies theyare most excited about READMORE ON PAGE 10 READMORE ON PAGE 13 RoboticsUsage Today Respondentsare using a variety of robotics solutions Underperformance on solar farms has increased 214% over the last 5 years, with the average solar asset experiencing annualized revenue loss of $5,270 per MWdc in 2024 because ofunderperformance [4]. Furthermore, over the past 5 years, the labor supply (+91%) has not been keeping up with solar capacity growth (+182%). To combat these trends, we know that solaroperators are investing in technology solutions - but which ones? We show this data here. In particular we were struck by the diversity of robotics solutions that people are working with today, of respondents are working withat least 2of the robotics of respondents are working withat least 3of the robotics This data helps illustrate Key Finding 3 - Technology stacks on solar farms are growingmore complex. As more robotics solutions are adopted, generating more data, it will be Autonomous drone technology uses pre-programmed flight paths and AI-driven analytics to inspect solar farms without manual piloting. These dronescapture high-resolution imagery and thermal data across solar farms, ValueD