励磁系统市场机会、成长动力、产业趋势分析及 2025 - 2034 年预测

2024年，全球励磁系统市场规模达31亿美元，预计2034年将以6.2%的复合年增长率成长，达到55亿美元。全球向再生能源转型的加速推动了这一成长。随着公用事业和工业运营商扩大对太阳能、风能和水力发电的使用，他们面临日益增长的复杂电网管理和电压调节需求。励磁系统在这些装置中发挥着至关重要的作用，因为它能够平稳地控制发电机输出，帮助维持电网的电力稳定性，而目前电网正面临更多来自再生能源的波动。

市场也在响应提高能源效率和增强电网可靠性的更广泛需求。工业化国家和新兴经济体的电力需求稳定成长，推动发电厂升级其基础设施。老化的系统正在透过先进的励磁技术进行现代化改造，以支援更佳的频率和电压控制。这些系统在高需求环境中尤其重要，因为即使是短暂的中断也可能对电网性能产生连锁反应。自动化已成为焦点，现代励磁系统越来越多地整合到支援即时运行调整的智慧控制框架中。

随着基础设施日益复杂，对数位化解决方案的需求比以往任何时候都更加明显。数位励磁系统因其能够提供高级诊断、自动化系统响应以及与SCADA平台的无缝整合而成为首选。这些功能不仅减少了人工干预，还能实现更精确的系统调整，进而提高整体效率。因此，预计到2034年，数位技术领域的复合年增长率将超过6.2%，这表明对与不断发展的电网架构相适应的下一代控制系统的需求强劲。

在各类系统类型中，无刷励磁系统预计将实现显着成长，到2034年其市场价值预计将超过21亿美元。无刷励磁系统之所以受到广泛关注，主要是因为它们省去了电刷和滑环等易磨损零件。这减少了维护需求，延长了设备使用寿命，使其成为大型电力生产商和工业设施的理想选择，旨在最大限度地减少停机时间并降低营运成本。

市场动能在北美尤为明显，其中美国市场持续展现强劲需求。光是2024年，美国励磁系统市场规模就达到5.182亿美元，较2023年的4.986亿美元和2022年的4.806亿美元稳定成长。美国经济仍是全球最具影响力的经济体之一，国内生产毛额（GDP）将在2024年达到29.16兆美元。这种经济成长，加上全国提高能源效率和减少碳排放的努力，正在推动企业采用符合永续发展目标的更新、更智慧的励磁技术。

更严格的环境政策和企业ESG措施正迫使电力营运商限制能源损耗并提升电网性能。随着电力消耗的持续成长，企业面临越来越大的压力，需要部署不仅能满足当前效能需求，还能应付未来能源挑战的系统。励磁系统作为发电和配电的核心部分，是这项转变的核心。

产业格局依然竞争激烈，全球製造商维持强劲成长。凭藉数十年能源和自动化领域的经验，主要参与者已成功占据全球超过 20% 的市场。他们的成功源于技术创新、丰富的产品组合以及为各种能源应用提供交钥匙解决方案的能力。这些公司持续投资研发和数位转型，进一步巩固了其在塑造励磁系统未来发展中的作用。

目录

第一章：方法论与范围

第二章：执行摘要

第三章：行业洞察

• 产业生态系统分析
• 川普政府关税分析
  • 对贸易的影响
    • 贸易量中断
    • 报復措施
  • 对产业的影响
    • 供给侧影响（原料）
      • 主要材料价格波动
      • 供应链重组
      • 生产成本影响
    • 需求面影响（售价）
      • 价格传导至终端市场
      • 市占率动态
      • 消费者反应模式
  • 受影响的主要公司
  • 策略产业反应
    • 供应链重组
    • 定价和产品策略
    • 政策参与
  • 展望与未来考虑
• 监管格局
• 产业衝击力
  • 成长动力
  • 产业陷阱与挑战
• 成长潜力分析
• 波特的分析
• PESTEL分析

第四章：竞争格局

• 战略仪表板
• 创新与永续发展格局

第五章：市场规模及预测：依类型，2021 - 2034

• 主要趋势
• 静电机
• 无刷电机

第六章：市场规模及预测：依技术分类，2021 - 2034 年

• 主要趋势
• 模拟
• 数位的

第七章：市场规模及预测：依应用，2021 - 2034

• 主要趋势
• 同步发电机
• 同步马达

第八章：市场规模及预测：依最终用途，2021 - 2034

• 主要趋势
• 公用事业
• 工业的

第九章：市场规模及预测：按地区，2021 - 2034

• 主要趋势
• 北美洲
  • 我们
  • 加拿大
  • 墨西哥
• 欧洲
  • 德国
  • 义大利
  • 法国
  • 俄罗斯
• 亚太地区
  • 中国
  • 印度
  • 日本
  • 澳洲
  • 韩国
• 中东和非洲
  • 沙乌地阿拉伯
  • 阿联酋
  • 南非
• 拉丁美洲
  • 巴西
  • 阿根廷

第十章：公司简介

• ABB
• ANDRITZ GROUP
• Basler Electric
• Emerson
• F&S Prozessautomation
• General Electric
• Goltens
• JEUMONT Electric
• KinetSync (Kinetics Industries, Inc.)
• Mitsubishi Electric
• NIDEC Corporation
• REIVAX
• Siemens
• VOITH Group
• WEG

The Global Excitation System Market was valued at USD 3.1 billion in 2024 and is estimated to grow at a CAGR of 6.2% to reach USD 5.5 billion by 2034. This growth is fueled by the accelerating global transition toward renewable energy sources. As utilities and industrial operators expand their use of solar, wind, and hydroelectric power, they are facing increasing demands for sophisticated grid management and voltage regulation. Excitation systems play a vital role in these setups, as they enable smooth generator output control, helping maintain power stability in grids that are now dealing with more variability from renewables.

The market is also responding to a broader push for improved energy efficiency and enhanced grid reliability. The steady rise in electricity demand across both industrialized nations and emerging economies is driving power plants to upgrade their infrastructure. Aging systems are being modernized with advanced excitation technologies that support better frequency and voltage control. These systems are especially critical in high-demand environments, where even brief disruptions can have cascading effects on grid performance. Automation has become a central focus, and modern excitation systems are increasingly integrated into smart control frameworks that support real-time operational adjustments.

With growing infrastructure complexity, the need for digital solutions is more evident than ever. Digital excitation systems are becoming the preferred choice due to their ability to provide advanced diagnostics, automated system responses, and seamless integration with SCADA platforms. These capabilities not only reduce manual intervention but also allow for more precise system tuning, contributing to better overall efficiency. As a result, the digital technology segment is expected to record a CAGR exceeding 6.2% through 2034, indicating strong demand for next-generation control systems that align with evolving grid architectures.

Among the various system types, the brushless excitation segment is projected to see significant growth, with its market value expected to surpass USD 2.1 billion by 2034. Brushless excitation systems are gaining traction primarily because they eliminate components prone to wear and tear, such as brushes and slip rings. This results in reduced maintenance needs and longer equipment life cycles, making these systems an attractive option for large-scale power producers and industrial facilities aiming to minimize downtime and lower operational costs.

The market's momentum is particularly visible in North America, where the United States continues to exhibit strong demand. In 2024 alone, the U.S. excitation system market was valued at USD 518.2 million, growing steadily from USD 498.6 million in 2023 and USD 480.6 million in 2022. The U.S. economy remains one of the most influential on the global stage, with its Gross Domestic Product (GDP) reaching USD 29.16 trillion in 2024. This economic growth, combined with nationwide efforts to enhance energy efficiency and reduce carbon emissions, is pushing enterprises to adopt newer and smarter excitation technologies that align with sustainability goals.

Stricter environmental policies and corporate ESG initiatives are compelling power operators to limit energy loss and improve grid performance. With electricity consumption continuing to rise, companies are under increasing pressure to deploy systems that not only meet current performance demands but also position them for future energy challenges. Excitation systems, as a core part of power generation and distribution, are at the heart of this transition.

The industry landscape remains competitive, with global manufacturers maintaining a strong presence. Key players, backed by decades of experience in energy and automation, have managed to capture more than 20% of the global market share. Their success is anchored in technological innovation, extensive portfolios, and the ability to deliver turnkey solutions for diverse energy applications. These firms continue to invest in R&D and digital transformation, further solidifying their role in shaping the future of excitation systems.

Table of Contents

Chapter 1 Methodology & Scope

• 1.1 Market definitions
• 1.2 Base estimates & calculations
• 1.3 Forecast calculation
• 1.4 Data sources
  • 1.4.1 Primary
  • 1.4.2 Secondary
    • 1.4.2.1 Paid
    • 1.4.2.2 Public

Chapter 2 Executive Summary

• 2.1 Industry synopsis, 2021 - 2034

Chapter 3 Industry Insights

• 3.1 Industry ecosystem analysis
• 3.2 Trump administration tariff analysis
  • 3.2.1 Impact on trade
    • 3.2.1.1 Trade volume disruptions
    • 3.2.1.2 Retaliatory measures
  • 3.2.2 Impact on the industry
    • 3.2.2.1 Supply-side impact (raw materials)
      • 3.2.2.1.1 Price volatility in key materials
      • 3.2.2.1.2 Supply chain restructuring
      • 3.2.2.1.3 Production cost implications
    • 3.2.2.2 Demand-side impact (selling price)
      • 3.2.2.2.1 Price transmission to end markets
      • 3.2.2.2.2 Market share dynamics
      • 3.2.2.2.3 Consumer response patterns
  • 3.2.3 Key companies impacted
  • 3.2.4 Strategic industry responses
    • 3.2.4.1 Supply chain reconfiguration
    • 3.2.4.2 Pricing and product strategies
    • 3.2.4.3 Policy engagement
  • 3.2.5 Outlook and future considerations
• 3.3 Regulatory landscape
• 3.4 Industry impact forces
  • 3.4.1 Growth drivers
  • 3.4.2 Industry pitfalls & challenges
• 3.5 Growth potential analysis
• 3.6 Porter's analysis
  • 3.6.1 Bargaining power of suppliers
  • 3.6.2 Bargaining power of buyers
  • 3.6.3 Threat of new entrants
  • 3.6.4 Threat of substitutes
• 3.7 PESTEL analysis

Chapter 4 Competitive Landscape, 2024

• 4.1 Strategic dashboard
• 4.2 Innovation & sustainability landscape

Chapter 5 Market Size and Forecast, By Type, 2021 - 2034 (USD Million)

• 5.1 Key trends
• 5.2 Static motor
• 5.3 Brushless motor

Chapter 6 Market Size and Forecast, By Technology, 2021 - 2034 (USD Million)

• 6.1 Key trends
• 6.2 Analog
• 6.3 Digital

Chapter 7 Market Size and Forecast, By Application, 2021 - 2034 (USD Million)

• 7.1 Key trends
• 7.2 Synchronous generator
• 7.3 Synchronous motor

Chapter 8 Market Size and Forecast, By End Use, 2021 - 2034 (USD Million)

• 8.1 Key trends
• 8.2 Utility
• 8.3 Industrial

Chapter 9 Market Size and Forecast, By Region, 2021 - 2034 (USD Million)

• 9.1 Key trends
• 9.2 North America
  • 9.2.1 U.S.
  • 9.2.2 Canada
  • 9.2.3 Mexico
• 9.3 Europe
  • 9.3.1 Germany
  • 9.3.2 Italy
  • 9.3.3 France
  • 9.3.4 Russia
• 9.4 Asia Pacific
  • 9.4.1 China
  • 9.4.2 India
  • 9.4.3 Japan
  • 9.4.4 Australia
  • 9.4.5 South Korea
• 9.5 Middle East & Africa
  • 9.5.1 Saudi Arabia
  • 9.5.2 UAE
  • 9.5.3 South Africa
• 9.6 Latin America
  • 9.6.1 Brazil
  • 9.6.2 Argentina

Chapter 10 Company Profiles

• 10.1 ABB
• 10.2 ANDRITZ GROUP
• 10.3 Basler Electric
• 10.4 Emerson
• 10.5 F&S Prozessautomation
• 10.6 General Electric
• 10.7 Goltens
• 10.8 JEUMONT Electric
• 10.9 KinetSync (Kinetics Industries, Inc.)
• 10.10 Mitsubishi Electric
• 10.11 NIDEC Corporation
• 10.12 REIVAX
• 10.13 Siemens
• 10.14 VOITH Group
• 10.15 WEG