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市场调查报告书
商品编码
1857187
2025-2030年全球以物联网为基础的暖通空调服务市场：协助建筑永续性IoT-Based HVAC Services Enabling Sustainability of Buildings, Global, 2025-2030 |
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利用智慧暖通空调服务提升建筑能源效率并实现气候目标
本研究检验了以物联网为基础的暖通空调（HVAC）服务在促进建筑业永续性的新兴角色。研究重点阐述了即时数据、预测性维护以及与能源、IT和建筑系统的整合在实现保固期外维护和维修等服务方面所发挥的作用。暖通空调系统与居住感应器、再生能源来源和智慧电网讯号的整合有助于实现脱碳，并符合全球永续性目标，特别是永续发展目标7（经济适用的清洁能源）和目标13（气候行动）。
基于物联网的暖通空调服务正在快速发展，它能够直接存取用户数据，并支援诸如「暖通空调即服务」（HVACaaS）之类的服务模式。这些模式强调以节能和系统运作为核心的成果导向合约。因此，服务提供者可以提供数据主导的客製化解决方案，从而提升效能、降低成本并改善客户体验。为了保持竞争力，暖通空调公司必须采用开放标准，投资人工智慧和物联网技术，并从传统的设备销售模式转向互联互通、基于绩效的服务模式。在这个低碳、数位化优先的市场中，提升团队技能和建立策略伙伴关係也至关重要。最终，物联网主导的暖通空调服务正在透过实现更智慧、更有效率、更永续的建筑运营，再形成整个产业格局。
三大战略重点对基于物联网的暖通空调服务的影响
产业融合
- 原因：基于物联网的暖通空调服务的成功取决于与能源、IT 和楼宇系统的整合。这种融合能够实现即时数据共用、预测性维护和能源优化，从而提高效率并减少排放。
- 弗罗斯特的观点：市场参与企业应该投资于可互通、数据驱动的暖通空调解决方案，这些解决方案应与智慧建筑系统集成，采用开放标准，应用人工智慧和物联网进行预测性维护和能源优化，并与 ESG 和永续性目标保持一致。
压缩客户价值链
- 原因：基于物联网的 HVAC 服务能够实现更快的部署、直接存取用户资料以及更快速响应的服务模式（如 HVAC 即服务），从而节省成本、提高系统效能并加快创新週期。
- 弗若斯特的观点：客户期望获得直接存取权、即时洞察以及基于结果的评估，例如节能和运作。这些需求正促使供应商提供更快、更智慧、更具成本效益的解决方案。
创新经营模式
- 原因：诸如暖通空调即服务 (HVACaaS) 之类的经营模式正在推动基于物联网的暖通空调服务的发展。物联网能够实现即时监控、预测性维护以及以节能和正常运行时间为重点的基于运作的合约。
- 弗若斯特的观点：市场参与企业必须从销售设备转向提供互联互通、基于效能的服务。物联网能够实现即时监控、预测性维护和能源优化。客户期望获得更好的决策支援、无缝整合和可衡量的成果。
成长驱动因素
- 严格的法规着重于提高能源效率、减少排放和永续建筑运营，这将推动对永续性解决方案和基于物联网的暖通空调服务的大规模投资。
- 随着设施管理人员将营运效率、居住者福祉和即时建筑效能分析放在首位，智慧建筑平台和基于物联网的能源和暖通空调管理系统的采用率将会提高。
- 企业净零排放承诺和与环境、社会及公司治理 (ESG) 相关的投资要求将加速永续性解决方案和智慧建筑技术的采用，因为企业将优先考虑减少排放、提高营运效率和增强资产的长期韧性。
- 财政奖励、政府补贴和能源绩效合约正日益推动对永续维修和基于物联网的暖通空调解决方案的投资，尤其是在成熟市场。
- 人工智慧主导的自主楼宇营运平台的出现，可望透过即时优化暖通空调和能源系统，最大限度地减少人为干预，从而重新定义设施管理。
成长限制因素
- 实施基于永续性和物联网的暖通空调解决方案，其高昂的初始资本投入和较长的投资回收期仍然是一个重大障碍，尤其对于中小型建筑业主而言更是如此。
- 互联建筑环境中的网路安全风险和资料隐私问题正在减缓基于物联网的服务和云端建筑管理平台的普及。
- 维修市场高度分散，其特点是基础设施陈旧且缺乏标准化的物联网通讯协定，这持续限制了可互通的永续性解决方案的部署。供应商锁定和专有建筑管理系统进一步限制了市场扩张以及与第三方解决方案的整合。
- 市场成长受到缺乏具备数位建筑技术、物联网服务管理和永续暖通空调营运专业知识的熟练暖通空调专业人员的阻碍。
目录
调查范围
- 分析范围
战略问题
- 为什么成长变得越来越难？
- The Strategic Imperative 8（TM）
- 三大战略要务对基于物联网的暖通空调服务的影响
成长机会分析
- 成长驱动因素
- 成长抑制因素
- 预测假设
- 已安装的暖通空调设备
- 基于物联网的暖通空调服务收入预测
- 概述以物联网为基础的暖通空调服务如何协助建筑永续性
- 节能型暖通空调和照明维修
- 基于物联网的能源管理系统
- 人工智慧驱动的自主运作平台
- 现场可再生能源併网
- 室内空气品质监测和通风优化
支持永续性的生态系统
- 建筑生态系概览
- ABM 工业公司和博世楼宇科技
- 开利和世邦魏理仕
- 大金和台达控制
- 迪斯泰克控制公司和霍尼韦尔
- Jacobs 和 JLL
- 江森自控和施耐德电气
- 西门子和昕诺飞
- 斯堪斯卡和特灵科技
成长机会领域
- 增长机会1：老建筑维修
- 成长机会2：促进净零排放
- 成长机会3：健康建筑认证与ESG挂钩融资
- 成长机会 4：室内空气品质即服务及暖通空调即服务
附录与后续步骤
- 成长机会带来的益处和影响
- 下一步
- 附件清单
- 免责声明
Transforming Building Efficiency and Climate Goals Through Intelligent HVAC Services
This study examines the emerging role of IoT-based HVAC services in promoting sustainability within the building industry. It highlights the role of real-time data, predictive maintenance, and integration with energy, IT, and building systems in enabling services, including maintenance and repair beyond warranty periods. The convergence of HVAC with occupancy sensors, renewable energy sources, and smart grid signals supports decarbonization and aligns with global sustainability goals, specifically SDG 7 (Affordable and Clean Energy) and SDG 13 (Climate Action).
As IoT-based HVAC services evolve rapidly, they offer direct access to user data and enable service models such as HVAC-as-a-service. These models emphasize outcome-based contracts focused on energy savings and system uptime. As a result, providers can deliver tailored, data-driven solutions that enhance performance, reduce costs, and improve customer experience. To stay competitive, HVAC firms must adopt open standards, invest in AI and IoT technologies, and transition from traditional equipment sales approaches to connected, performance-based services. Upskilling teams and forming strategic partnerships are also essential for success in this low-carbon, digital-first market. Ultimately, IoT-driven HVAC services are reshaping the industry by enabling smarter, more efficient, and sustainable building operations.
The Impact of the Top 3 Strategic Imperatives on IoT-Based HVAC Services
Industry Convergence
- Why: The success of IoT-based HVAC services depends on their integration with energy, IT, and building systems. This convergence enables real-time data sharing, predictive maintenance, and energy optimization, improving efficiency and reducing emissions.
- Frost Perspective: Market participants should invest in interoperable, data-driven HVAC solutions that integrate with smart building systems. They need to adopt open standards, apply AI and IoT for predictive maintenance and energy optimization, and align with ESG and sustainability goals.
Customer Value Chain Compression
- Why: IoT-based HVAC services are witnessing faster deployment, direct access to user data, and more responsive service models such as HVAC-as-a-service. They reduce costs, improve system performance, and accelerate innovation cycles.
- Frost Perspective: Customers expect direct access, real-time insights, and outcome-based results such as energy savings or uptime. These needs press providers to deliver faster, smarter, and more cost-effective solutions.
Innovative Business Models
- Why: Business models such as HVAC-as-a-service (HVACaaS) are driving the advancement of IoT-based HVAC services. IoT enables real-time monitoring, predictive maintenance, and outcome-based contracts focused on energy savings or uptime.
- Frost Perspective: Market participants must shift from selling equipment to delivering connected, performance-based services. IoT enables real-time monitoring, predictive maintenance, and energy optimization. Customers expect better decisions, seamless integration, and measurable outcomes.
Growth Drivers
- Stringent regulatory mandates focused on energy efficiency, emissions reduction, and sustainable building operations drive significant investment in sustainability solutions and IoT-based HVAC services.
- The adoption of smart building platforms and IoT-based energy and HVAC management systems is set to rise as facility managers prioritize operational efficiency, occupant health, and real-time building performance analytics.
- Corporate net-zero commitments and ESG-linked investment mandates accelerate the adoption of sustainability solutions and smart building technologies, as businesses prioritize emissions reduction, operational efficiency, and long-term asset resilience.
- Financial incentives, government subsidies, and energy performance contracts increasingly support investments in sustainable retrofits and IoT-based HVAC solutions, particularly in mature markets.
- The emergence of AI-driven autonomous building operations platforms is poised to redefine facility management by enabling real-time optimization of HVAC and energy systems with minimal human intervention.
Growth Restraints
- High upfront capital investment and long payback periods for implementing sustainability and IoT-based HVAC solutions remain a significant barrier, particularly for small and mid-sized building owners.
- Concerns over cybersecurity risks and data privacy in connected building environments are slowing the adoption of IoT-based services and cloud-enabled building management platforms.
- The highly fragmented retrofit market opportunity, characterized by legacy infrastructure and a lack of standardized IoT protocols, continues to limit the deployment of interoperable sustainability solutions. Vendor lock-in and proprietary building management systems further constrain market expansion and integration with third-party solutions.
- Shortage of skilled HVAC professionals with expertise in digital building technologies, IoT service management, and sustainable HVAC operations hinders market growth.
Table of Contents
Research Scope
- Scope of Analysis
Strategic Imperatives
- Why is it Increasingly Difficult to Grow?
- The Strategic Imperative 8™
- The Impact of the Top 3 Strategic Imperatives on IoT-Based HVAC Services
Growth Opportunity Analysis
- Growth Drivers
- Growth Restraints
- Forecast Assumption
- Installed Base of Connected HVAC Devices
- Revenue Forecast of IoT-Based HVAC Services
- Overview of IoT-Based HVAC Services Enabling Sustainability of Buildings
- Energy-Efficient HVAC and Lighting Retrofits
- IoT-Based Energy Management Systems
- AI-Powered Autonomous Operations Platforms
- On-Site Renewable Energy Integration
- IAQ Monitoring and Ventilation Optimization
Ecosystem Supporting Sustainability of Buildings
- Overview of the Buildings Ecosystem
- ABM Industries and Bosch Building Technologies
- Carrier and CBRE
- Daikin and Delta Controls
- Distech Controls and Honeywell
- Jacobs and JLL
- Johnson Controls and Schneider Electric
- Siemens and Signify
- Skanska and Trane Technologies
Growth Opportunity Universe
- Growth Opportunity 1: Retrofit for Aging Building Stock
- Growth Opportunity 2: Advancing Net Zero
- Growth Opportunity 3: Healthy Building Certifications and ESG-Linked Financing
- Growth Opportunity 4: IAQ as a Service and HVAC as a Service
Appendix & Next Steps
- Benefits and Impacts of Growth Opportunities
- Next Steps
- List of Exhibits
- Legal Disclaimer
