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市场调查报告书
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1905023

全球智慧电网市场：按技术、应用和地区分析－市场规模、产业趋势、机会分析和预测（2026-2035）

Global Smart Grid Market: Analysis By Technology, By Application, Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035
出版日期: | 出版商: Astute Analytica | 英文 240 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

全球智慧电网市场正经历强劲扩张期，反映出市场对能够应对现代电网挑战的先进能源系统的需求日益增长。 2025年，该市场规模将达到525.5亿美元，显示全球对智慧电网技术的投资庞大且应用广泛。预计未来十年，这一成长动能将显着加速，到2035年将达到2,591.5亿美元。这一成长轨迹意味着2026年至2035年预测期内的复合年增长率将高达17.30%，显示全球对升级电力基础设施的浓厚兴趣持续存在。

推动市场快速成长的关键因素很多。首要催化剂是迫切需要对老化的电力基础设施进行现代化改造。这些系统大多设计于几十年前，已无法满足当今不断变化的能源需求。现代化改造的重点在于用智慧系统取代过时的设备，以实现即时监控、自动化和数据驱动的决策。同时，风能、太阳能和分散式发电等再生能源的併网正在加速，这需要更智慧的电网解决方案来有效管理这些资源的间歇性和分散性。最后，人们越来越重视提高能源效率，并增强电网抵御极端天气、网路威胁和其他挑战造成的干扰的能力。

市场趋势

智慧电网市场的竞争格局明显有利于那些成功采用数位智慧和先进技术的成熟产业领导者。这些公司正在利用其丰富的经验和资源来满足对智慧电网解决方案的激增需求。目前，由于普遍存在的容量限制，需求超过了供应。这种供需失衡造成了前所未有的订单积压，既反映了公用事业公司和政府迫切需要对其电力基础设施进行现代化改造，也反映了製造商在快速扩大生产规模方面面临的挑战。

主要市场参与者包括西门子、施耐德电机、通用电气 (GE)、ABB、Itron 和 IBM 等全球性公司。这些公司利用其广泛的产品组合、技术专长和全球影响力，提供全面的智慧电网解决方案，以满足全球公用事业公司的多样化需求。除了这些行业巨头之外，专业技术供应商也发挥关键作用，他们提供的创新技术可以补充和增强领先企业的能力。

智慧电网发展的一个显着例子是摩洛哥于 2025 年 11 月启动了非洲首个智慧电网平台，这是确保该国能源未来的决定性一步。这项由国家电力和饮用水公司 (ONEE) 发起并于当月早些时候在电力科学技术中心宣布的开创性举措，标誌着非洲大陆能源转型工作取得了重大进展。本计画由非洲开发银行资助，投资额超过400万迪拉姆，不仅彰显了摩洛哥对永续能源的承诺，也巩固了摩洛哥在智慧电网创新领域的非洲大陆领先地位。

主要成长驱动因素

推动智慧电网市场快速成长的关键因素是风能和太阳能等可变再生能源的爆炸性成长。在环境问题和减少碳排放的政策要求的推动下，这些再生能源正处于全球向更清洁、更永续的能源系统转型努力的核心。然而，可变再生能源固有的间歇性和不可预测性给电网营运商带来了巨大挑战，他们必须即时平衡供需以维持电网的稳定性和可靠性。与提供稳定、可控输出的传统发电厂不同，再生能源会随天气状况波动，产生传统电网基础设施难以应对的复杂问题。

新机会趋势

人工智慧 (AI) 和气候韧性在重塑智慧电网市场方向方面发挥着日益重要的作用。随着电网变得日益复杂，尤其是在分散式能源兴起的情况下，电力公司正转向生成式人工智慧技术，以更有效地管理这种复杂性。人工智慧的应用正在蓬勃发展，因为这些先进的演算法为电力公司提供了强大的工具，用于优化电网运行、预测需求以及无缝整合各种能源。透过即时分析大量数据，人工智慧能够实现更智慧的决策，提高营运效率，并帮助电力公司主动应对电网中的波动和中断。

优化障碍

虽然智慧电网市场随着连接性和数位化整合的增强而不断发展，但也增加了遭受网路攻击的风险，为电力系统带来了重大风险。虽然提高设备、感测器和通讯网路之间的互联互通对于提高电网的效率和回应能力至关重要，但同时也扩大了恶意行为者的攻击面。网路威胁，包括破坏、欺骗和中间人攻击，正变得日益复杂，并瞄准电网基础设施的关键组件，扰乱运行、窃取敏感资料并造成大范围停电。

目录

第一章：摘要整理：全球智慧电网市场

第二章：研究方法与架构

  • 研究目标
  • 产品概述
  • 市场区隔
  • 质性研究
    • 一手和二手资料来源
  • 量化研究
    • 一手和二手资料来源
  • 按地区划分的主要调查受访者组成
  • 研究假设
  • 市场规模估算
  • 数据三角测量法

第三章 全球智慧电网市场概述

  • 产业价值链分析
    • 原料供应商
    • 製造商
    • 经销商
    • 终端用户
  • 行业展望
    • 全球电力生产
    • 全球电力消费
  • PESTLE分析
  • 波特五力分析
    • 供应商议价能力
    • 买方议价能力
    • 替代品威胁
    • 新进入者威胁
    • 竞争强度
  • 市场成长与展望
    • 市场收入估计与预测（2020-2035）
    • 价格趋势分析技术
  • 市场吸引力分析
    • 依技术分类
    • 依地区分类
  • 可操作的洞见（分析师建议）

第四章：竞争格局概览

  • 市场集中度
  • 公司占有率分析（基于价值，2025 年）
  • 竞争格局分析与基准分析

第五章：全球智慧电网市场分析

  • 市场动态与趋势
    • 成长驱动因素
    • 限制因素
    • 机遇
    • 关键趋势
  • 市场规模及预测（2020-2035 年）
    • 按技术
      • 进阶计量基础设施 (AMI)
      • 配电管理
      • 变电站自动化
      • 通信
      • 安全
      • 网路管理
    • 按应用领域划分
      • 发电
      • 输电
      • 配电
      • 用电
    • 按地区划分

第六章：北美智慧电网市场分析

第七章：欧洲智慧电网市场分析

第八章：亚太地区智慧电网市场分析

第九章：中东与非洲智慧电网市场分析

第十章：南美洲智慧电网市场分析

第11章 企业简介

  • ABB
  • Aclara
  • Cisco
  • Eaton
  • GE
  • Honeywell
  • IBM
  • Itron
  • Landis+Gyr
  • Oracle
  • S&C;Electric Company
  • Schneider Electric
  • Siemens
  • Wipro Limited
  • Other Prominent Players

第12章 附录

简介目录
Product Code: AA01261637

The global smart grid market is undergoing a period of robust expansion, reflecting the increasing demand for advanced energy systems that can meet the challenges of modern electricity networks. In 2025, the market was valued at USD 52.55 billion, signaling the significant investment and adoption of smart grid technologies worldwide. This momentum is expected to accelerate dramatically over the next decade, with projections indicating that the market will reach a substantial valuation of USD 259.15 billion by 2035. This growth trajectory corresponds to an impressive compound annual growth rate (CAGR) of 17.30% during the forecast period from 2026 to 2035, highlighting the strong and sustained interest in upgrading electrical infrastructure globally.

Several key factors are driving this rapid market growth. A primary catalyst is the urgent need to modernize aging electricity infrastructure, much of which was designed decades ago and is increasingly unable to support today's evolving energy demands. Modernization efforts focus on replacing outdated equipment with intelligent systems that enable real-time monitoring, automation, and data-driven decision-making. Simultaneously, the integration of renewable energy sources such as wind, solar, and distributed generation is accelerating, necessitating smarter grid solutions to efficiently manage the intermittent and decentralized nature of these resources. Finally, there is a growing emphasis on improving energy efficiency and enhancing grid resilience to withstand disruptions caused by extreme weather events, cyber threats, and other challenges.

Noteworthy Market Developments

The competitive landscape of the smart grid market strongly favors established industrial incumbents that have successfully pivoted towards embracing digital intelligence and advanced technologies. These companies are capitalizing on their extensive experience and resources to meet the surging demand for smart grid solutions, which currently outpaces supply due to widespread capacity constraints. This imbalance has resulted in unprecedented order backlogs, reflecting both the eagerness of utilities and governments to modernize their electrical infrastructure and the challenges manufacturers face in scaling production rapidly enough.

Among the key players dominating the market are global giants such as Siemens, Schneider Electric, General Electric (GE), ABB, Itron, and IBM. These corporations leverage their broad portfolios, technological expertise, and global reach to deliver comprehensive smart grid solutions that address the diverse needs of utilities worldwide. Alongside these industrial heavyweights, specialized technology providers also play an important role, offering niche innovations that complement and enhance the capabilities of larger firms.

A notable example of smart grid progress occurred in November 2025, when Morocco took a decisive step toward securing its energy future by launching Africa's first Smart Grid platform. This milestone, initiated by the National Office of Electricity and Drinking Water and unveiled earlier in the month at the Center for Electrical Sciences and Technology, signifies a major leap for the continent's energy transition efforts. The project, funded by the African Development Bank with an investment exceeding four million dirhams, not only underscores Morocco's commitment to sustainable energy but also positions the kingdom as a continental leader in smart grid innovation.

Core Growth Drivers

The primary catalyst driving the rapid growth of the smart grid market is the explosive expansion of variable renewable energy sources such as wind and solar power. These renewables have become central to global efforts to transition toward cleaner, more sustainable energy systems, driven by environmental concerns and policy mandates aimed at reducing carbon emissions. However, the inherently intermittent and unpredictable nature of variable renewables introduces significant challenges for grid operators who must balance supply and demand in real time to maintain stability and reliability. Unlike traditional power plants that provide steady and controllable output, renewable sources fluctuate with weather conditions, creating complexities that conventional grid infrastructure is ill-equipped to handle.

Emerging Opportunity Trends

Artificial Intelligence (AI) and climate resilience are playing increasingly pivotal roles in redefining the trajectory of the smart grid market. As the complexity of electrical grids grows-particularly with the rise of decentralized energy resources-utilities are turning to generative AI technologies to manage this complexity more effectively. The adoption of AI is surging as these advanced algorithms provide utilities with powerful tools to optimize grid operations, forecast demand, and integrate diverse energy sources seamlessly. By analyzing vast amounts of data in real time, AI enables smarter decision-making, which enhances operational efficiency and helps utilities respond proactively to fluctuations and disruptions within the grid.

Barriers to Optimization

As the smart grid market continues to evolve with increased connectivity and digital integration, it also faces growing vulnerabilities to cyberattacks that pose significant risks to power systems. The enhanced interconnectivity between devices, sensors, and communication networks, while essential for improving grid efficiency and responsiveness, simultaneously expands the attack surface for malicious actors. Cyber threats such as jamming, spoofing, and man-in-the-middle attacks have become more sophisticated, targeting critical components of the grid infrastructure to disrupt operations, steal sensitive data, or cause widespread outages.

Detailed Market Segmentation

By Technology, in 2025, Advanced Metering Infrastructure (AMI) emerged as the leading revenue generator within the smart grid market. Traditionally, meters served a straightforward role of recording energy consumption for billing purposes; however, AMI has propelled the industry far beyond this basic function. By integrating two-way communication, real-time data collection, and advanced analytics, AMI has enabled a new paradigm often referred to as "Grid Edge Intelligence." This shift represents a crucial evolution in the way utilities monitor, control, and optimize their networks, especially at the increasingly complex interface between the grid and end-users.

By Application, distribution applications hold a commanding position, capturing approximately 35% of the total market share. This significant share highlights the critical role that distribution-focused solutions play in addressing one of the most complex and existential challenges facing modern electrical grids: managing the increasingly chaotic and bidirectional energy flows that occur across highly fragmented distribution networks. As energy generation becomes more decentralized with the proliferation of distributed energy resources such as rooftop solar panels, electric vehicles, and energy storage systems, traditional one-way power flow models no longer suffice.

Segment Breakdown

  • By Technology
  • Advanced Metering Infrastructure
  • Distribution Management
  • Substation Automation
  • Communications
  • Security
  • Network Management

By Application

  • Generation
  • Transmission
  • Distribution
  • Consumption

By Region

  • North America
  • The US
  • Canada
  • Mexico
  • Europe
  • Western Europe
  • The UK
  • Germany
  • France
  • Italy
  • Spain
  • Rest of Western Europe
  • Eastern Europe
  • Poland
  • Russia
  • Rest of Eastern Europe
  • Asia Pacific
  • China
  • India
  • Japan
  • Australia and New Zealand
  • South Korea
  • ASEAN
  • Rest of Asia Pacific
  • Middle East and Africa
  • Saudi Arabia
  • South Africa
  • UAE
  • Rest of MEA
  • South America
  • Argentina
  • Brazil
  • Rest of South America

Geography Breakdown

  • Asia Pacific stands out as the dominant force in the smart grid market, commanding both the largest market size and the fastest growth trajectory globally. This impressive regional leadership is largely driven by ambitious, state-led digitalization mandates that prioritize the modernization and enhancement of electrical infrastructure. Governments across the Asia Pacific region are vigorously promoting smart grid initiatives to improve energy efficiency, ensure grid reliability, and accommodate the increasing complexity of power systems fueled by the integration of renewable energy sources.
  • China, in particular, serves as the anchor for regional volume and impact, establishing itself as the renewable integration powerhouse within the Asia Pacific. The country's commitment to expanding and stabilizing its vast renewable energy capacity is exemplified by the State Grid Corporation's massive investment of 650 billion yuan (approximately USD 89 billion) in 2025. This substantial capital infusion is aimed at addressing the physical instability challenges associated with managing an enormous 1,350 gigawatts (GW) of wind and solar power capacity, which was connected to the grid by late 2024. The sheer scale of these renewable assets presents unique operational complexities, requiring advanced solutions to maintain grid stability and prevent disruptions. Consequently, high-voltage transmission infrastructure has become the cornerstone of China's smart grid strategy, enabling efficient long-distance power transfer and integration of variable renewable energy sources.

Leading Market Participants

  • ABB
  • Aclara
  • Cisco
  • Eaton
  • GE
  • Honeywell
  • IBM
  • Itron
  • Landis+Gyr
  • Oracle
  • S&C Electric Company
  • Schneider Electric
  • Siemens
  • Wipro Limited
  • Other Prominent Players

Table of Content

Chapter 1. Executive Summary: Global Smart Grid Market

Chapter 2. Research Methodology & Research Framework

  • 2.1. Research Objective
  • 2.2. Product Overview
  • 2.3. Market Segmentation
  • 2.4. Qualitative Research
    • 2.4.1. Primary & Secondary Sources
  • 2.5. Quantitative Research
    • 2.5.1. Primary & Secondary Sources
  • 2.6. Breakdown of Primary Research Respondents, By Region
  • 2.7. Assumption for Study
  • 2.8. Market Size Estimation
  • 2.9. Data Triangulation

Chapter 3. Global Smart Grid Market Overview

  • 3.1. Industry Value Chain Analysis
    • 3.1.1. Raw Material Suppliers
    • 3.1.2. Manufacturers
    • 3.1.3. Distributors
    • 3.1.4. End Consumers
  • 3.2. Industry Outlook
    • 3.2.1. Electricity Production in the World
    • 3.2.2. Electricity Consumption in the World
  • 3.3. PESTLE Analysis
  • 3.4. Porter's Five Forces Analysis
    • 3.4.1. Bargaining Power of Suppliers
    • 3.4.2. Bargaining Power of Buyers
    • 3.4.3. Threat of Substitutes
    • 3.4.4. Threat of New Entrants
    • 3.4.5. Degree of Competition
  • 3.5. Market Growth and Outlook
    • 3.5.1. Market Revenue Estimates and Forecast (US$ Mn), 2020-2035
    • 3.5.2. Price Trend Analysis, By Technology
  • 3.6. Market Attractiveness Analysis
    • 3.6.1. By Technology
    • 3.6.2. By Region
  • 3.7. Actionable Insights (Analyst's Recommendations)

Chapter 4. Competition Dashboard

  • 4.1. Market Concentration Rate
  • 4.2. Company Market Share Analysis (Value %), 2025
  • 4.3. Competitor Mapping & Benchmarking

Chapter 5. Global Smart Grid Market Analysis

  • 5.1. Market Dynamics and Trends
    • 5.1.1. Growth Drivers
    • 5.1.2. Restraints
    • 5.1.3. Opportunity
    • 5.1.4. Key Trends
  • 5.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 5.2.1. By Technology
      • 5.2.1.1. Key Insights
        • 5.2.1.1.1. Advanced Metering Infrastructure
        • 5.2.1.1.2. Distribution Management
        • 5.2.1.1.3. Substation Automation
        • 5.2.1.1.4. Communications
        • 5.2.1.1.5. Security
        • 5.2.1.1.6. Network Management
    • 5.2.2. By Application
      • 5.2.2.1. Key Insights
        • 5.2.2.1.1. Generation
        • 5.2.2.1.2. Transmission
        • 5.2.2.1.3. Distribution
        • 5.2.2.1.4. Consumption
    • 5.2.3. By Region
      • 5.2.3.1. Key Insights
        • 5.2.3.1.1. North America
          • 5.2.3.1.1.1. The U.S.
          • 5.2.3.1.1.2. Canada
          • 5.2.3.1.1.3. Mexico
        • 5.2.3.1.2. Europe
          • 5.2.3.1.2.1. Western Europe
            • 5.2.3.1.2.1.1. The UK
            • 5.2.3.1.2.1.2. Germany
            • 5.2.3.1.2.1.3. France
            • 5.2.3.1.2.1.4. Italy
            • 5.2.3.1.2.1.5. Spain
            • 5.2.3.1.2.1.6. Rest of Western Europe
          • 5.2.3.1.2.2. Eastern Europe
            • 5.2.3.1.2.2.1. Poland
            • 5.2.3.1.2.2.2. Russia
            • 5.2.3.1.2.2.3. Rest of Eastern Europe
        • 5.2.3.1.3. Asia Pacific
          • 5.2.3.1.3.1. China
          • 5.2.3.1.3.2. India
          • 5.2.3.1.3.3. Japan
          • 5.2.3.1.3.4. South Korea
          • 5.2.3.1.3.5. Australia & New Zealand
          • 5.2.3.1.3.6. ASEAN
              • 5.2.3.1.3.6.1.1. Indonesia
              • 5.2.3.1.3.6.1.2. Malaysia
              • 5.2.3.1.3.6.1.3. Thailand
              • 5.2.3.1.3.6.1.4. Singapore
              • 5.2.3.1.3.6.1.5. Rest of ASEAN
          • 5.2.3.1.3.7. Rest of Asia Pacific
        • 5.2.3.1.4. Middle East & Africa
          • 5.2.3.1.4.1. UAE
          • 5.2.3.1.4.2. Saudi Arabia
          • 5.2.3.1.4.3. South Africa
          • 5.2.3.1.4.4. Rest of MEA
        • 5.2.3.1.5. South America
          • 5.2.3.1.5.1. Argentina
          • 5.2.3.1.5.2. Brazil
          • 5.2.3.1.5.3. Rest of South America

Chapter 6. North America Smart Grid Market Analysis

  • 6.1. Market Dynamics and Trends
    • 6.1.1. Growth Drivers
    • 6.1.2. Restraints
    • 6.1.3. Opportunity
    • 6.1.4. Key Trends
  • 6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 6.2.1. By Technology
    • 6.2.2. By Application
    • 6.2.3. By Country

Chapter 7. Europe Smart Grid Market Analysis

  • 7.1. Market Dynamics and Trends
    • 7.1.1. Growth Drivers
    • 7.1.2. Restraints
    • 7.1.3. Opportunity
    • 7.1.4. Key Trends
  • 7.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 7.2.1. By Technology
    • 7.2.2. By Application
    • 7.2.3. By Country

Chapter 8. Asia Pacific Smart Grid Market Analysis

  • 8.1. Market Dynamics and Trends
    • 8.1.1. Growth Drivers
    • 8.1.2. Restraints
    • 8.1.3. Opportunity
    • 8.1.4. Key Trends
  • 8.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 8.2.1. By Technology
    • 8.2.2. By Application
    • 8.2.3. By Country

Chapter 9. Middle East & Africa Smart Grid Market Analysis

  • 9.1. Market Dynamics and Trends
    • 9.1.1. Growth Drivers
    • 9.1.2. Restraints
    • 9.1.3. Opportunity
    • 9.1.4. Key Trends
  • 9.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 9.2.1. By Technology
    • 9.2.2. By Application
    • 9.2.3. By Country

Chapter 10. South America Smart Grid Market Analysis

  • 10.1. Market Dynamics and Trends
    • 10.1.1. Growth Drivers
    • 10.1.2. Restraints
    • 10.1.3. Opportunity
    • 10.1.4. Key Trends
  • 10.2. Market Size and Forecast, 2020-2035 (US$ Mn)
    • 10.2.1. By Technology
    • 10.2.2. By Application
    • 10.2.3. By Country

Chapter 11. Company Profile (Company Overview, Financial Matrix, Key Product landscape, Key Personnel, Key Competitors, Contact Address, and Business Strategy Outlook)

  • 11.1. ABB
  • 11.2. Aclara
  • 11.3. Cisco
  • 11.4. Eaton
  • 11.5. GE
  • 11.6. Honeywell
  • 11.7. IBM
  • 11.8. Itron
  • 11.9. Landis+Gyr
  • 11.10. Oracle
  • 11.11. S&C Electric Company
  • 11.12. Schneider Electric
  • 11.13. Siemens
  • 11.14. Wipro Limited
  • 11.15. Other Prominent Players

Chapter 12. Annexure

  • 12.1. List of Secondary Leather Types
  • 12.2. Key Country Markets- Macro Economic Outlook/Indicators