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封面
市场调查报告书
商品编码
1610979

住宅电池能源储存系统(BESS) 产业的成长机会

Growth Opportunities in the Residential Battery Energy Storage Systems Industry
出版日期: | 出版商: Frost & Sullivan | 英文 81 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

分散式太阳能、电池成本下降、奖励和支持性法规维持两位数成长

由于间歇性可再生能源的增加以及电网灵活性的需求，电池能源储存系统（BESS）已成为发展最快的清洁能源技术。住宅正在转向电池来最大限度地提高太阳能消耗、更有效地管理能源需求、控製成本并减少碳排放。住宅电池也可以充当电网。透过正确的法规和价格讯号，家用电池可以在太阳辐射高的时期储存分散式太阳能，并在高峰期使用它以减轻电网的压力。

2023年，新安装的BESS数量将比前一年增加近一倍，达到187万台，投资额为149.2亿美元。 2023年，欧洲占全球储能容量增量的72.3%。日本、澳洲和美国也是重要市场。更高的收入、更高的电费、可用的奖励和更好的监管使得投资住宅储能成为这些地区有吸引力的选择。作为分散式发电扩张的必要补充，这些系统将帮助各国实现其气候和环境目标。

Frost & Sullivan 预测，到 2030 年，全球住宅BESS 市场收益将翻一番，达到 313.1 亿美元，到 2035 年将进一步翻倍，达到 600.2 亿美元。这一成长将由成本下降、平均 113GW 的住宅太阳能光电发电以及不断变化的奖励、支持性政策和市场规则推动。预计2023年至2035年住宅储能容量复合年增率为15.8%，累积容量达5,925.5GWh。

本研究提供了到 2035 年住宅BESS 数量、容量和投资将如何变化的区域层级预测和分析。它还讨论了电池价值链、技术、经营模式、应用和成长机会的关键驱动因素和趋势。

目录

战略问题

  • 为什么成长如此困难？
  • The Strategic Imperative 8（TM）
  • 住宅电池能源储存系统（BESS）产业三大战略挑战的影响
  • 成长机会推动Growth Pipeline Engine（TM）

生态系统

  • 分析范围
  • 区域分类
  • 主要发现

趋势分析

  • 塑造产业的主要趋势
  • 趋势一：人工智慧改变BESS价值链
  • 趋势二：促进电池自用的奖励与法规
  • 趋势三：太阳能+储能，完美搭配
  • 趋势4：VPP释放BTM储存的付加
  • 趋势5：改进BESS设计
  • 趋势六：转向家庭能源平台
  • 趋势7：可预测的BESS分析
  • 趋势8：高电池透明度和ESG课责

成长机会分析

  • 住宅BESS价值链
  • 住宅BESS主要供应商
  • 住宅BESS的主要用途
  • 成长指标
  • 生长促进因子
  • 成长促进因素分析：扩大住宅太阳能发电
  • 促进成长因素分析：支持政策、奖励、市场规则
  • 成长动力分析：电池产能扩张
  • 促成长因素分析：降低成本
  • 成长抑制因素
  • 预测考虑因素
  • 累积储能係统的成长
  • 累积储存产能预测
  • 年发电产能预测
  • 年度能源产能预测
  • 按地区分類的年度能源容量展望
  • 主要国家年能源容量
  • 资本投资前景
  • 产能预测分析
  • 价格趋势和预测分析

区域分析

  • 区域分析：市场状况
  • 区域分析：欧洲
  • 按次区域分類的年度合约数量：欧洲
  • 区域分析：澳洲/纽西兰和太平洋地区
  • 按次区域分類的年度合约数量：澳洲/纽西兰和太平洋地区
  • 区域分析：北美
  • 按次区域分類的年度合约数量： 北美
  • 区域分析：东亚
  • 按次区域分類的年度合约数量：东亚
  • 区域分析：中国
  • 年度合约数量：中国
  • 区域分析：印度和南亚
  • 按次区域分類的年度合约数量：印度和南亚
  • 区域分析：拉丁美洲
  • 按次区域分類的年度合约数量：拉丁美洲
  • 区域分析：中东/北非
  • 按次区域分類的年度合约数量：中东/北非
  • 区域分析：撒哈拉以南非洲
  • 按次区域分類的年度合约数量：撒哈拉以南非洲
  • 区域分析：东协
  • 按次区域分類的年度合约数量：东协
  • 区域分析：俄罗斯/独联体
  • 按次区域分類的年度合约数量：俄罗斯/独联体

成长机会领域

  • 成长机会1：太阳能+储存维修
  • 成长机会2：ESaaS（能源储存即服务）
  • 成长机会3：透过住宅电池能源储存付加客户附加价值
  • 图表列表
  • 免责声明
简介目录
Product Code: KAFB-27

Distributed Solar, Battery Cost Declines, Incentives, and Supportive Regulations Sustain Double-Digit Growth

Battery energy storage systems (BESS) have become the fastest-growing clean energy technology driven by the growth of intermittent renewables and the need for grid flexibility. Homeowners are turning to batteries to maximize solar energy consumption, manage energy demand more efficiently, control costs, and reduce carbon footprint. Residential batteries are also functional for distribution networks. With the right regulations and price signals in place, home batteries can store distributed solar PV during high irradiation hours to be used during peak hours, reducing stress on the grids.

In 2023, the number of newly installed BESS almost doubled from the previous year, reaching 1.87 million new units, equivalent to an investment of $14.92 billion. Europe accounted for 72.3% of the world's storage capacity additions in 2023. Japan, Australia, and the United States also are important markets. The combination of higher income, higher electricity prices, the availability of incentives, and supportive regulations make investing in residential storage an appealing option in these locations. As a necessary complement to the expansion of distributed generation, these systems help nations reach their climate and environmental goals.

Frost & Sullivan forecasts global residential BESS market revenue to double to $31.31 billion by 2030, and then double again to $60.02 billion by 2035. This growth will be driven by cost declines, along with an average of 113 GW of residential solar and evolving incentives, and supportive policies and market rules. Residential storage capacity will register a compound annual growth rate of 15.8% from 2023 to 2035, achieving 592.55 GWh of cumulative capacity.

This study provides a region-level forecast and analysis of how residential BESS units, capacity, and investments will evolve by 2035. It discusses the main drivers and trends in the battery value chain, technology, business models, applications, and growth opportunities.

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the Residential Battery Energy Storage Systems Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™

Ecosystem

  • Scope of Analysis
  • Regional Segmentation
  • Key Findings

Trend Analysis

  • Key Trends Shaping the Industry
  • Trend 1: AI Revolutionizing the BESS Value Chain
  • Trend 2: Carrots and Sticks to Foster Self-consumption with Batteries
  • Trend 3: Solar-Plus-Storage, the Perfect Match
  • Trend 4: VPPs to Unlock Extra Value from BTM Storage
  • Trend 5: BESS Design Improvements
  • Trend 6: Shift Toward Home Energy Platforms
  • Trend 7: Predictive BESS Analytics
  • Trend 8: Higher Transparency and ESG Accountability for Batteries

Growth Opportunity Analysis

  • Residential BESS Value Chain
  • Key Residential BESS Suppliers
  • Key Applications for Residential BESSs
  • Growth Metrics
  • Growth Drivers
  • Growth Driver Analysis: Expansion of Residential Solar PV
  • Growth Driver Analysis: Supportive Policies, Incentives, and Market Rules
  • Growth Driver Analysis: Battery Production Capacity Expansion
  • Growth Driver Analysis: Cost Declines
  • Growth Restraints
  • Forecast Considerations
  • Cumulative Storage Systems Growth
  • Cumulative Storage Capacity Forecast
  • Annual Power Capacity Forecast
  • Annual Energy Capacity Forecast
  • Annual Energy Capacity Forecast by Region
  • Annual Energy Capacity in Top Countries
  • Capex Forecast
  • Capacity Forecast Analysis
  • Pricing Trends and Forecast Analysis

Regional Analysis

  • Regional Analysis: Market Status
  • Regional Analysis: Europe
  • Annual Additions by Sub-region: Europe
  • Regional Analysis: ANZ and Pacific
  • Annual Additions by Sub-region: ANZ and Pacific
  • Regional Analysis: North America
  • Annual Additions by Sub-region: North America
  • Regional Analysis: East Asia
  • Annual Additions by Sub-region: East Asia
  • Regional Analysis: China
  • Annual Additions: China
  • Regional Analysis: India and South Asia
  • Annual Additions by Sub-region: India and South Asia
  • Regional Analysis: Latin America
  • Annual Additions by Sub-region: Latin America
  • Regional Analysis: Middle East and North Africa
  • Annual Additions by Sub-region: Middle East and North Africa
  • Regional Analysis: Sub-Saharan Africa
  • Annual Additions by Sub-region: Sub-Saharan Africa
  • Regional Analysis: ASEAN
  • Annual Additions by Sub-region: ASEAN
  • Regional Analysis: Russia and CIS
  • Annual Additions by Sub-region: Russia and CIS

Growth Opportunity Universe

  • Growth Opportunity 1: Solar-plus-Storage Retrofits
  • Growth Opportunity 2: Energy Storage-as-a-Service
  • Growth Opportunity 3: Residential Battery Energy Storage to Add Higher Value to Customers
  • List of Exhibits
  • Legal Disclaimer