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封面
市场调查报告书
商品编码
1892072

智慧能源计量，全球产业（2024-2032）

Smart Electricity Metering Industry, Global, 2024-2032
出版日期: | 出版商: Frost & Sullivan | 英文 35 Pages | 商品交期: 最快1-2个工作天内

价格
简介目录

智慧电錶是数位能源革命的核心驱动力，推动着变革性成长。

这份全球智慧电錶产业研究报告深入分析了最新的市场趋势，包括对主要全部区域出货量和相关收入的预测。预计该产业将在2021年至2023年期间基本克服供应链中断的影响，并在整个预测期内保持稳定的成长动能。中国是最大的各国市场，年安装量约7000万台。印度预计将成为第二大市场，预计将在超过2.5亿户家庭中大规模部署智慧电錶。虽然欧洲和北美地区的智慧电錶普及率相对较高，但预计许多市场将开始将其电錶升级到第二代技术。

智慧电錶可为家庭能源管理和分析、电动车 (EV) 整合、本地消费管理、详细的低压电网监控、电压和功率资讯提供、优化电力管理、预测性资产维护等提供即时资讯。这些解决方案对于证明公用事业公司在巨量资料和人工智慧 (AI) 方面的投资是合理的，并能产生及时、可操作的见解至关重要。

战略议题8对全球智慧电錶产业的影响

变革性大趋势

  • 智慧电錶的部署是智慧电网和智慧城市发展的关键基础。能源效率和智慧建筑将成为企业把握商机的当务之急。
  • 智慧电网基础设施将对未来的能源管理产生重大影响，并将透过智慧电錶直接与智慧建筑连接。
  • 领先的测量设备製造商正与系统整合商合作，建构从负载管理到收费的综合电网解决方案组合。

颠覆性技术

  • 数位转型和智慧技术将是公共产业转变营运方式、拉近与客户距离并融入智慧电网环境的关键领域。
  • 结合人工智慧驱动的分析，智慧电錶数据可以改善能源需求和可再生能源预测，优化电网管理，并增强网路监控。

竞争加剧

领先的製造商正在收购区域性和全球性品牌，以保持竞争力并提供涵盖产品、解决方案和服务的全方位服务。这导致行业内进一步整合，以抓住竞争激烈且分散化的机会，并透过利用大趋势（例如智慧城市和物联网 (IoT) 机会）来获得竞争优势。

什么时候

  • 未来的智慧电网将是数位智慧能源解决方案的组合，结合集中式和分散式解决方案。
  • 可再生能源部署正经历加速成长：2024年全球发电产业的投资将达到创纪录的9,614.5亿美元，比2023年成长12.3%。这项投资激增将由可再生能源产业推动，其中太阳能光电发电和风力发电占成长的61.3%。
  • 新兴和开发中国家需要引入智慧基础设施和服务，以缩短孵化期。

预测细分

  • 单元：指为先导计画和政府主导的住宅推广计画提供的智慧电錶单元，包括自动抄表 (AMR) 单元和高阶计量基础设施 (AMI) 单元。
  • 智慧电錶收入：收入计算方法为：将已出货的电錶及相关通讯模组数量乘以电錶的平均成本。此收入不包括前端系统、行动装置管理 (MDM)、安装或网路通讯费用。
  • 通讯模组：通讯模组预测包括射频网状网路、电力线通讯、4G/NB-IoT/LTE Cat-M、Sigfox/LoRa、2G/3G蜂巢网路等。报告中提供了这些技术的详细资讯。

地理区域

  • 北美洲
  • 澳洲、纽西兰和太平洋岛屿
  • 东协成员国
  • 中国和香港
  • 东亚
  • 欧洲
  • 印度和南亚
  • 拉丁美洲
  • 中东和北非
  • 撒哈拉以南非洲
  • 俄罗斯和独立国协

成长要素

  • 政府的支持性法规正在推动关键区域市场的智慧电錶普及。强制更换住宅和非住宅非智慧电錶促使公用事业公司安装智慧电錶。然而，当商业理由不够充分时，智慧电錶的普及速度往往较为缓慢。对于配电系统运营商（DSO）而言，智慧电錶的普及更多地被视为一种监管要求，而非自主选择。
  • 高非技术性损耗率促使电力公司投资智慧电錶，包括预付系统。智慧电錶在侦测诈欺和窃盗发挥关键作用，有助于保护电力公司的收入，并为电力公司带来显着的商业效益。在电网损耗率高的地区，电力公司正在逐步认识到部署智慧电錶的益处。
  • 智慧电錶是公用事业公司和电网营运商建立未来智慧电网的基础和关键要素。它们利用先进的分析技术，将客户的电力消耗与电网连接起来，并透过表前和表后应用存取即时数据，从而实现电网智慧化应用。智慧电錶正被用作分散式分析、网路管理、决策和电网边缘设备通讯的平台。
  • 智慧电錶透过追踪系统内详细的电力流入和流出情况，促进了可再生分散式能源（例如太阳能、风能、沼气、电动车）的生产、储存和利用的整合。它允许将太阳能和风能产生的剩余或未使用的电力输回电网，使消费者能够享受上网电价补贴（FIT）。智慧电錶支援持续通信，使电力公司和消费者能够在尖峰时段和离峰时段进行即时监控。

成长抑制因素

  • 智慧电錶产业持续面临关键电子元件和半导体的全球短缺问题，导致供应链瓶颈。儘管公用事业公司需求强劲，但高通膨和新贸易关税的迭加效应加剧了生产和部署进度的延误。由于人工智慧和汽车行业等其他行业的需求竞争，专用半导体元件的供应仍然受限。此外，美国、中国、印度和东南亚部分地区等主要市场的新关税和贸易壁垒推高了元件成本，并使筹资策略更加复杂。同时，较长的前置作业时间和关税相关成本也延长了交货时间，尤其对于那些库存不如大型成熟製造商充足的中小型/新兴电錶製造商而言更是如此。儘管公用事业公司继续优先部署智慧电錶以提高效率和满足监管要求，但供应链瓶颈、成本上升和地缘政治风险等累积压力正在限制全球部署的速度和规模，尤其是在中小企业和新兴企业中。
  • 如果没有强制性规定，除非窃盗问题十分严重，否则产业计画电錶的获利能力很难站得住脚。智慧电錶及其配套的通讯和数据分析产业计画比传统电錶高成本得多，在已开发国家，每个终端的成本有时高达 200 美元。
  • 技术选择以及技术和标准核准流程存在不确定性。由于技术和标准监管核准的延迟，主要国家对大规模部署智慧电錶持谨慎态度，导致智慧电錶的推广速度放缓。此外，个人资料存取的安全疑虑以及客户对智慧电錶推广的抵触情绪，使得许多公共产业在最低标准明确之前仍持观望态度。
  • 消费者倾向于使用普通电錶。智慧电錶推广的最大挑战仍然是成本因素和所需的投资，而这些投资必须与预期收益相符。在某些市场，普通电錶的成本低至 12-15 美元。在电力计量尚未完全普及的国家，安装普通电錶是最快捷、最简单的解决方案。然而，随着许多市场智慧电錶推广计划的成本大幅下降，预计这种限制将在预测期内减弱。

主要竞争对手

  • 世界
    • Aclara
    • Dongfang
    • EDMI
    • Enel
    • Iskraemeco
    • Hexing
    • Holley
    • Itron
    • Kaifa
    • Landis+Gyr
    • Linyang
    • Sagemcom
    • Sanxing
    • Wasion
    • XJ Group
  • 澳洲和纽西兰，太平洋
    • EDMI
    • Landis+Gyr
    • Secure
  • ASEAN
    • Holley
    • Sanxing
    • EDMI
    • Chint
    • Wasion
    • Itron
    • Landis+Gyr
    • Local Chinese Manufacturers
    • Linman
    • Enex Electric
    • Mitsubishi
    • 其他的
    • Sagemcom
    • Secure
    • Tatung
  • 撒哈拉以南非洲
    • Landis+Gyr
    • Conlog
    • EDMI
    • ZTE
    • Mojec International
    • Genus
    • Globaltronics
    • Wasion
    • Holley
    • Hexing
    • Chint
    • Inhemeter
    • Iskraemeco
    • Ontec
    • Sagemcom
  • 中国和香港
    • CET
    • Sunrise
    • Sanxing
    • Chint
    • Clou
    • Dongfang
    • Haoningda
    • Hexing
    • Holley
    • Kaifa
    • Landis+Gyr
    • Linyang
    • Local Chinese Manufacturers
    • Longi
    • Nari
    • Ningbo Jiaan
  • 东亚
    • Chungshin
    • EDMI
    • Fuji
    • Iljin
    • Jiu Ding
    • LSIS
    • Mitsubishi
    • Omni
    • PS Tech
    • Tatung
    • Toshiba-Toko
  • 欧洲
    • Sagemcom
    • Grispertise
    • Landis+Gyr
    • Kaifa
    • Sanxing
    • Iskaremico
    • Apator
    • Linyang
    • ADD
    • EDMI
    • Holley
    • EFR
    • Logarex
    • EMH
    • Reallin
    • Kamstrup
    • Itron
  • 印度和南亚
    • Schneider
    • Genus
    • HPL
    • Capital
    • Kimbal Technologies
    • Linkwell
    • AEW
    • Secure
    • BCITS
    • Landis+Gyr
    • Iskaremico
    • Itron
    • Hexing
    • Wasion
    • Bentec

竞争环境

  • 受处罚的公司
    • 生态系内各公司之间的互动与策略决策。
  • 最佳实践
    • 产业内成功策略和技巧的实例。
  • 霜冻雷达
    • 评估竞争定位和机会的架构。
  • 发展机会
    • 确定潜在的扩张和创新领域。
  • 生长促进机制
    • 促进和实现生态系内成长的机制。
  • 生态系统
    • 影响市场动态的相互关联的结构。
  • 转型
    • 行业惯例和技术应用的变化；

目录

调查范围

  • 主要发现
  • 分析范围
  • 区域细分 - 智慧能源市场总量

成长环境：全球智慧电錶产业的转型

  • 为什么经济成长变得越来越困难？
  • The Strategic Imperative 8（TM）
  • 战略要务8™对全球智慧电錶产业的影响

主要行业趋势

  • 主要行业趋势
  • 第二代智慧电錶：全球部署蓝图
  • 公共产业用例的关键趋势
  • 託管服务/AMI即服务趋势：转变业务价值
  • 託管服务/AMI即服务趋势：基于服务的经营模式的关键影响
  • 智慧电錶作为电网智慧设备
  • 不断演进的智慧电錶经营模式
  • 面向边缘智慧的智慧电錶分析
  • 一项极具未来发展潜力的技术：低功耗广域网路 (LPWAN)。
  • 未来潜在技术—先进蜂窝技术

竞争环境

  • 竞争环境
  • 主要竞争对手

成长预测

  • 成长指标
  • 成长要素
  • 成长限制因素
  • 预测考量
  • 各国智慧电錶安装普及率
  • 收入和出货量预测
  • 按地区分類的收入预测
  • 按地区分類的出货量预测
  • 透过通讯技术进行出货量预测
  • 区域收入和出货量预测分析
  • 按国家/地区分類的出货量预测 - 前 25 个国家/地区
  • 重点市场：全球前25个国家
  • 出货市占率
  • 全球主要公司

成长机会领域

  • 增长机会1：服务型模式
  • 成长机会 2：增强电网智能
  • 成长机会 3：颠覆性创新与打入市场策略

附录与未来

  • 成长机会带来的益处和影响
  • 下一步
  • 图表清单
  • 免责声明
简介目录
Product Code: PG2Z-27

Smart Metering is Driving Transformational Growth as the Core Enabler of the Digital Energy Revolution

This global smart electricity meter industry research provides insights into the latest market developments, including forecasts for unit shipments and associated revenues across all major regions. The industry has largely overcome the supply chain disruptions of 2021 to 2023 and is now set for a consistent growth trajectory for the entire forecast period. China is the largest country market, with approximately 70 million installed per year. India will become the second-largest market, thanks to the mass rollout across over 250 million households. In Europe and North America, the penetration rate of smart metering is relatively high, but many of these markets will start to replace meters with second-generation technologies.

Smart meters provide real-time information for home energy management and analytics, electric vehicle (EV) integration, local consumption management, detailed monitoring of the low-voltage grid, voltage and power information, optimized power management, and predictive asset maintenance. These solutions will be crucial for justifying the big data and artificial intelligence (AI) investments being made by utilities and for generating timely and actionable insights.

The Impact of Strategic Imperative 8 on the Global Smart Electricity Meter Industry

Transformative Mega Trends

  • Smart meter rollouts will be a pivotal cornerstone for the development of smart grids and smart cities. Energy efficiency and smart buildings will be direct priorities for creating business opportunities.
  • Smart grid infrastructure will have a significant influence on the future of energy management and will connect directly with smart buildings across smart meters.
  • Leading metering companies are working alongside system integrators to facilitate a comprehensive grid solution portfolio ranging from load management to billing.

Disruptive Technologies

  • Digital transformation and smart technology will become critical areas, as utility companies transform their businesses to draw closer to the customer and integrate within the smart grid environment.
  • Smart metering data, complemented with AI-powered analytics, will enhance the forecasts of energy demand and renewable energy, optimising grid management, or enhance network monitoring.

Competitive Intensity

Major manufacturers acquire regional and global brands to remain competitive and offer solutions spanning across products, solutions, and services. This is leading to further consolidation within the industry to gain a competitive advantage with a march towards competitive distributed opportunities and capitalising on Mega Trends (smart cities and Internet of Things (IoT) opportunities).

When

  • The future smart grid will be a combination of digital intelligent energy solutions accommodating centralised and decentralised solutions.
  • Renewable energy deployment is experiencing accelerated growth. In 2024, global investment in power generation reached a record high of $961.45 billion, 12.3% growth from 2023. The renewable energy sector led this investment surge, with solar photovoltaic (PV) and wind energy accounting for 61.3% of the increase.
  • Emerging and developing countries will require smart infrastructure and services to accelerate incubation time.

Forecast Segments

  • Unit: This refers to smart meter units supplied for pilot projects and government-mandated deployments or rollouts in residences. This includes automated meter reading (AMR) units and advanced metering infrastructure (AMI) units.
  • Smart Meter Revenue: This is the unit shipment for meters and the accompanying communications module multiplied by the average cost of the meter. It does not include head-end system, MDM, installation and network communications.
  • Communications: The communications modules forecast include RF Mesh, powerline, 4G/NB-IoT/LTE Cat-M, Sigfox/LoRa, 2G/3G Cellular and other. Details of these technologies are provided in the report.

Regional Segments

  • North America
  • Australia, New Zealand, and the Pacific
  • ASEAN member states
  • China and Hong Kong
  • East Asia
  • Europe
  • India and South Asia
  • Latin America
  • Middle East and North Africa
  • Sub-Saharan Africa
  • Russia and the Commonwealth of Independent States (CIS)

Growth Drivers

  • Supportive government legislation and regulations drive rollouts in key geographic markets. Utilities are driven towards smart meter installation when mandated for replacement of residential and non-domestic non-smart meters. Slow pace of smart meter implementation seen when the business case is not always strong enough. Smart meter rollout is not predictably a DSO's choice, but is more of a regulatory agenda.
  • High levels of non-technical losses provide a business case for electricity utilities to invest in smart metering also including prepayment. Smart meters play a significant role in the detection of unauthorized consumption and electricity theft, thereby protecting a utility's revenues, which acts as a powerful business case. Utilities see benefits in smart meter installation in areas where their distribution network's losses are high.
  • Smart meters are the key bedrock component and pivotal for utilities and grid operators to establish-a future smart grid. Use cases to involve high end analytics for grid Intelligence. They establish a link between customers' electricity consumption and the grid through real-time data that can be accessed behind and front of the meter applications. Smart meters being used as platforms for distributed analytics, network management, decision-making, and for device communications at the grid edge.
  • Smart metering facilitates the integration of renewable decentralised energy production, storage, and usage (such as solar, wind, biogas, and EVs) by tracking the detailed inflow and outflow of electricity in the system. It accounts for the surplus and unconsumed energy generated from solar and wind power that gets fed back to the grid, enabling consumers to take advantage of feed-in tariffs (FiTs). Smart meters result in continuous communication, due to which monitoring can be done on a real-time basis during peak and off-peak intervals by grid operators and consumers.

Growth Restraints

  • Supply chain bottlenecks persist in the Smart Electricity Metering Industry due to ongoing global shortages of critical electronic components and semiconductors, with elevated inflation and new trade tariffs compounding delays in production and rollout timelines despite strong utility demand. Specialized semiconductor parts remain in constrained supply as manufacturers face competing demand from sectors like AI and automotive. Additionally, new tariffs and trade barriers in key markets like the US, China, India, and parts of Southeast Asia increase component costs and complicate sourcing strategies. At the same time, long lead times and tariff-related costs extend delivery schedules, particularly for smaller/newer meter manufacturers who lack stockpiles compared to larger incumbents. While utilities continue to prioritize smart meter rollouts for efficiency improvements and regulatory compliance, cumulative pressures from supply chain bottlenecks, rising costs, and geopolitical risks restrict the global pace and scale of deployments, especially for smaller or challenger companies.
  • Lack of a supportive business case if there is no mandate for smart metering. With no mandate, the business case for smart metering can be difficult unless there are high levels of electricity theft. Smart meters and the supporting communications and data analytics infrastructure cost significantly more than conventional metering, with the overall cost reaching $200 per endpoint in developed countries.
  • Uncertainty over the choice of technology and the approval process for technologies and standards. Slowed adoption of smart metering is due to major countries adopting a cautious approach to large-scale rollouts due to delays by regulators in approving technologies and standards. Concerns over security due to access to personalised data and customer backlash to smart meter implementation have also led to a waiting game for many utilities until the minimum standards are well laid out.
  • Preference for basic metering. The pre-eminent challenge for smart metering remains the cost factor and the required investment that can be justified by the expected returns. The cost of a basic electricity meter can be as low as $12 to $15 in some markets. In countries where metering of electricity occurs only partially, installing basic meters is the quickest and easiest available solution. However, with the cost of smart metering projects declining significantly in many markets, the impact of restraint is expected to weaken during the forecast period.

Key Competitors

  • Global
    • Aclara
    • Dongfang
    • EDMI
    • Enel
    • Iskraemeco
    • Hexing
    • Holley
    • Itron
    • Kaifa
    • Landis+Gyr
    • Linyang
    • Sagemcom
    • Sanxing
    • Wasion
    • XJ Group
  • ANZ & Pacific
    • EDMI
    • Landis+Gyr
    • Secure
  • ASEAN
    • Holley
    • Sanxing
    • EDMI
    • Chint
    • Wasion
    • Itron
    • Landis+Gyr
    • Local Chinese Manufacturers
    • Linman
    • Enex Electric
    • Mitsubishi
    • Others
    • Sagemcom
    • Secure
    • Tatung
  • Sub-Saharan Africa
    • Landis+Gyr
    • Conlog
    • EDMI
    • ZTE
    • Mojec International
    • Genus
    • Globaltronics
    • Wasion
    • Holley
    • Hexing
    • Chint
    • Inhemeter
    • Iskraemeco
    • Ontec
    • Sagemcom
  • China and Hong Kong
    • CET
    • Sunrise
    • Sanxing
    • Chint
    • Clou
    • Dongfang
    • Haoningda
    • Hexing
    • Holley
    • Kaifa
    • Landis+Gyr
    • Linyang
    • Local Chinese Manufacturers
    • Longi
    • Nari
    • Ningbo Jiaan
  • East Asia
    • Chungshin
    • EDMI
    • Fuji
    • Iljin
    • Jiu Ding
    • LSIS
    • Mitsubishi
    • Omni
    • PS Tech
    • Tatung
    • Toshiba-Toko
  • Europe
    • Sagemcom
    • Grispertise
    • Landis+Gyr
    • Kaifa
    • Sanxing
    • Iskaremico
    • Apator
    • Linyang
    • ADD
    • EDMI
    • Holley
    • EFR
    • Logarex
    • EMH
    • Reallin
    • Kamstrup
    • Itron
  • India and South Asia
    • Schneider
    • Genus
    • HPL
    • Capital
    • Kimbal Technologies
    • Linkwell
    • AEW
    • Secure
    • BCITS
    • Landis+Gyr
    • Iskaremico
    • Itron
    • Hexing
    • Wasion
    • Bentec

Competitive Environment

  • Companies to Action
    • Engagement and strategic decisions for companies in the ecosystem.
  • Best Practices
    • Examples of successful strategies and methods in the industry.
  • Frost Radar
    • A framework for assessing competitive positioning and opportunities.
  • Growth Opportunities
    • Identifying potential areas for expansion and innovation.
  • Growth Generator
    • Mechanisms that drive and facilitate growth within the ecosystem.
  • Ecosystem
    • The interconnected structure that influences market dynamics.
  • Transformation
    • Shifts in industry practices and technology adoption.

Table of Contents

Research Scope

  • Key Findings
  • Scope of Analysis
  • Regional Segmentation-Total Smart Electricity Market

Growth Environment: Transformation in the Global Smart Metering Industry

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of Strategic Imperative 8™ on the Global Smart Electricity Meter Industry

Key Industry Trends

  • Key Industry Trends
  • Second-Generation Smart Metering: Global Rollout Roadmap
  • Key Trends in Utility Use Cases
  • Trends in Managed Services/Ami-as-a-Service: Business Value Transformation
  • Trends in Managed Services/AMI-as-a-Service: Key Implications of as-a-Service Business Models
  • Smart Meters as Grid Intelligent Devices
  • Evolving Smart Metering Business Models
  • Smart Metering Analytics for Edge Intelligence
  • Potential Technologies of the Future-LPWAN
  • Potential Technologies of the Future-Advanced Cellular

Competitive Environment

  • Competitive Environment
  • Key Competitors

Growth Forecasts

  • Growth Metrics
  • Growth Drivers
  • Growth Restraints
  • Forecast Considerations
  • Smart Meter Installed Level of Penetration by Country
  • Revenue and Unit Shipment Forecast
  • Revenue Forecast by Region
  • Unit Shipment Forecast by Region
  • Unit Shipment Forecast by Communications Technology
  • Revenue and Unit Shipment Forecast Analysis by Region
  • Unit Shipment Forecast by Country-Top 25 Countries
  • Hotspots: Top 25 Global Country Markets
  • Unit Shipments Market Share
  • Key Global Participants

Growth Opportunity Universe

  • Growth Opportunity 1: Service-Based Models
  • Growth Opportunity 2: Increased Grid Intelligence
  • Growth Opportunity 3: Game-Changers and Go-to-Market

Appendix & Next Steps

  • Benefits and Impacts of Growth Opportunities
  • Next Steps
  • List of Exhibits
  • Legal Disclaimer