美国高压变电站市场：市场规模、份额、趋势分析（按类型和技术）、细分市场预测（2025-2033）

美国高压变电站市场概况

预计 2024 年美国HVDC 换流变电站市场价值将达到 32 亿美元，到 2033 年将达到 89.2 亿美元，2025 年至 2033 年的复合年增长率为 11.8%。

这一成长的主要驱动力是对远距高压输电基础设施的投资增加、电网现代化计划以及太阳能和风能等再生能源来源的日益整合。

随着美国能源部门向更永续、互联的电网转型，部署 HVDC（高压直流）换流站对于高效输电、减少线路损耗和增强广大地理区域的电网稳定性至关重要。

高压直流输电换变电站可实现点对点 (P2P) 电力传输，并连接不同步的电网。它们在跨境电力传输、离岸风力发电併网以及连接偏远可再生能源丰富的地区和高需求都市区应用尤为明显。与交流系统相比，高压直流输电具有更低的传输损耗和更好的潮流控制能力，使其成为电网营运商的战略选择。在美国，东北部离岸风力发电装置容量的增加、东西部互联互通的能源交换以及联邦政府对电网弹性的重视，正在促进强劲的市场需求。此外，电压源换流器 (VSC) 系统的技术进步以及公共和私人对清洁能源基础设施的投资预计将支持市场到 2033 年稳步扩张。

驱动因素、机会与阻碍因素

由于对远距、大容量和节能输电解决方案的需求激增，美国高压直流输电换变电站产业正获得强劲发展。随着公用事业公司、输电系统营运商和可再生能源开发商致力于增强电网稳定性和互联互通，高压直流输电换变电站提供了一种行之有效的方法，可以减少输电损耗并更精确地控制电力潮流。离岸风力发电、太阳能发电场和跨区域电力连接的日益融合正在加速高压直流输电的部署。同时，政府主导的电网现代化计划和脱碳目标正在进一步增强美国各地的市场势头。

随着高压直流变电站成为数千兆瓦输电计划、跨境互联和大规模可再生能源走廊的重要组成部分，美国市场的机会正在不断扩大。电压源换流器 (VSC) 技术的进步使得换流站设计更加紧凑、模组化和灵活，使高压直流输电系统能够切实适用于都市区和海上应用。然而，仍然存在一些限制因素。工厂建设、设备采购和授权的高昂初始资本成本可能会延迟计划实施。此外，复杂的监管核准和对专业技术知识的需求可能会限制更快的部署。儘管面临这些挑战，但长期前景仍然乐观，反映出该市场将在实现更清洁、更具弹性的美国电网方面发挥的重要作用。

目录

第一章 分析方法与范围

第二章执行摘要

第三章市场因素、趋势与范围

• 市场联动展望
• 渗透和成长预测：映射
• 价值链分析
• 法律规范
  • 标准与合规性
  • 监管影响分析
• 市场动态
  • 市场驱动因素分析
  • 市场限制分析
  • 市场机会
  • 市场挑战
• 波特五力分析
  • 供应商的议价能力
  • 买方议价能力
  • 替代威胁
  • 新参与企业的威胁
  • 竞争对手之间的竞争
• PESTEL分析
  • 政治因素
  • 经济因素
  • 社会因素
  • 技术因素
  • 环境因素
  • 法律因素

第四章美国高压变电站市场：按类型估算与趋势分析

• 美国高压直流换变电站市场：按类型分類的趋势分析（2024 年和 2033 年）
• 双极
• 单极
• 连续的
• 多端

第五章美国高压变电站市场：依技术估算与趋势分析

• 美国高压直流换变电站市场：按技术分類的波动分析（2024 年和 2033 年）
• 线换向转换器（LCC）
• 电压源转换器（VSC）

第六章 竞争态势

• 主要市场参与企业的近期动态
• 公司分类
• 主要元件供应商及通路伙伴名单
• 公司市占率及定位分析（2024年）
• 热图分析
• 供应商格局
  • 原物料供应商名单
  • 经销商/贸易商名单
  • 其他主要製造商名单
• 潜在最终用户列表
• 战略地图
• 公司简介/上市公司
  • Hitachi Energy
  • Siemens Energy
  • GE Vernova
  • NR Electric
  • Toshiba Energy Systems &Solutions
  • Mitsubishi Electric
  • Alstom Grid
  • Prysmian Group
  • Schneider Electric
  • Quanta Services

U.S. HVDC Converter Station Market Summary

The U.S. HVDC converter station market size was estimated at USD 3.20 billion in 2024 and is projected to reach USD 8.92 billion by 2033, growing at a CAGR of 11.8% from 2025 to 2033. This growth is primarily driven by rising investments in long-distance high-voltage transmission infrastructure, grid modernization initiatives, and increasing integration of renewable energy sources such as solar and wind.

As the U.S. energy sector transitions towards a more sustainable and interconnected grid, deploying HVDC (High Voltage Direct Current) converter stations is critical for efficient power transfer, reduced line losses, and enhanced grid stability across vast geographies.

HVDC converter stations enable point-to-point bulk power transmission and link asynchronous grids. Their use is especially prominent in cross-country transmission, offshore wind integration, and interconnection of renewable-rich remote regions with high-demand urban centers. Compared to AC systems, HVDC offers lower transmission losses and better control over power flow, making it a strategic choice for grid operators. In the U.S., growing offshore wind capacity in the Northeast, energy exchange between the Eastern and Western Interconnections, and the federal focus on grid resilience contribute to robust market demand. Furthermore, technological advancements in Voltage Source Converter (VSC) systems and public-private investments in clean energy infrastructure are expected to support steady market expansion through 2033.

Drivers, Opportunities & Restraints

The U.S. HVDC converter station industry is gaining strong traction due to the surging demand for long-distance, high-capacity, and energy-efficient power transmission solutions. As utilities, transmission system operators, and renewable developers aim to enhance grid stability and interconnectivity, HVDC converter stations offer a proven method to reduce transmission losses and control power flow more precisely. The rising integration of offshore wind, solar farms, and interregional power links accelerates HVDC deployment. At the same time, government-led grid modernization programs and decarbonization targets further reinforce market momentum across the United States.

Opportunities in the U.S. market are expanding as HVDC converter stations become integral to multi-gigawatt transmission projects, cross-border interconnections, and large-scale renewable energy corridors. Advances in Voltage Source Converter (VSC) technologies enable more compact, modular, and flexible station designs, making HVDC systems viable for urban and offshore applications. However, several restraints persist. The high upfront capital costs associated with station construction, equipment procurement, and permitting can delay project implementation. Moreover, complex regulatory approvals and the need for specialized technical expertise may limit faster adoption. Despite these challenges, the long-term outlook remains optimistic, backed by the market's critical role in enabling a cleaner, more resilient U.S. power grid.

U.S. HVDC Converter Station Market Report Segmentation

This report forecasts revenue growth at the country level and provides an analysis of the latest industry trends in each of the sub-segments from 2021 to 2033. For this study, Grand View Research has segmented the U.S. HVDC converter station market report based on the type and technology

• Type Outlook (Revenue, USD Million, 2021 - 2033)
• Bi-Polar
• Monopolar
• Back-to-back
• Multi Terminal
• Technology Outlook (Revenue, USD Million, 2021 - 2033)
• Line Commutated Converter (LCC)
• Voltage Source Converter (VSC)

Table of Contents

Chapter 1. Methodology and Scope

• 1.1. Market Segmentation & Scope
• 1.2. Market Definition
• 1.3. Information Procurement
  • 1.3.1. Information Analysis
  • 1.3.2. Market Formulation & Data Visualization
  • 1.3.3. Data Validation & Publishing
• 1.4. Research Scope and Assumptions
  • 1.4.1. List of Data Sources

Chapter 2. Executive Summary

• 2.1. Market Snapshot
• 2.2. Segmental Outlook
• 2.3. Competitive Outlook

Chapter 3. Market Variables, Trends, and Scope

• 3.1. Market Lineage Outlook
• 3.2. Penetration & Growth Prospect Mapping
• 3.3. Value Chain Analysis
• 3.4. Regulatory Framework
  • 3.4.1. Standards & Compliance
  • 3.4.2. Regulatory Impact Analysis
• 3.5. Market Dynamics
  • 3.5.1. Market Driver Analysis
  • 3.5.2. Market Restraint Analysis
  • 3.5.3. Market Opportunities
  • 3.5.4. Market Challenges
• 3.6. Porter's Five Forces Analysis
  • 3.6.1. Bargaining Power of Suppliers
  • 3.6.2. Bargaining Power of Buyers
  • 3.6.3. Threat of Substitution
  • 3.6.4. Threat of New Entrants
  • 3.6.5. Competitive Rivalry
• 3.7. PESTLE Analysis
  • 3.7.1. Political
  • 3.7.2. Economic
  • 3.7.3. Social Landscape
  • 3.7.4. Technology
  • 3.7.5. Environmental
  • 3.7.6. Legal

Chapter 4. U.S. HVDC Converter Station Market: Type Estimates & Trend Analysis

• 4.1. U.S. HVDC Converter Station Market: Type Movement Analysis, 2024 & 2033
• 4.2. Bi-Polar
  • 4.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
• 4.3. Monopolar
  • 4.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
• 4.4. Back-to-back
  • 4.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
• 4.5. Multi Terminal
  • 4.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million)

Chapter 5. U.S. HVDC Converter Station Market: Technology Estimates & Trend Analysis

• 5.1. U.S. HVDC Converter Station Market: Technology Movement Analysis, 2024 & 2033
• 5.2. Line Commutated Converter (LCC)
  • 5.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
• 5.3. Voltage Source Converter (VSC)
  • 5.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million)

Chapter 6. Competitive Landscape

• 6.1. Recent Developments By Key Market Participants
• 6.2. Company Categorization
• 6.3. List of Key Component Suppliers & Channel Partners
• 6.4. Company Market Share & Positioning Analysis, 2024
• 6.5. Heat Map Analysis
• 6.6. Vendor Landscape
  • 6.6.1. List of Raw Type Suppliers
  • 6.6.2. List of Distributors/Traders
  • 6.6.3. List of Other Prominent Manufacturers
• 6.7. List of Prospective End Users
• 6.8. Strategy Mapping
• 6.9. Company Profiles/Listing
  • 6.9.1. Hitachi Energy
    • 6.9.1.1. Company Overview
    • 6.9.1.2. Financial Performance
    • 6.9.1.3. Product Benchmarking
  • 6.9.2. Siemens Energy
    • 6.9.2.1. Company Overview
    • 6.9.2.2. Financial Performance
    • 6.9.2.3. Product Benchmarking
  • 6.9.3. GE Vernova
    • 6.9.3.1. Company Overview
    • 6.9.3.2. Financial Performance
    • 6.9.3.3. Product Benchmarking
  • 6.9.4. NR Electric
    • 6.9.4.1. Company Overview
    • 6.9.4.2. Financial Performance
    • 6.9.4.3. Product Benchmarking
  • 6.9.5. Toshiba Energy Systems & Solutions
    • 6.9.5.1. Company Overview
    • 6.9.5.2. Financial Performance
    • 6.9.5.3. Product Benchmarking
  • 6.9.6. Mitsubishi Electric
    • 6.9.6.1. Company Overview
    • 6.9.6.2. Financial Performance
    • 6.9.6.3. Product Benchmarking
  • 6.9.7. Alstom Grid
    • 6.9.7.1. Company Overview
    • 6.9.7.2. Financial Performance
    • 6.9.7.3. Product Benchmarking
  • 6.9.8. Prysmian Group
    • 6.9.8.1. Company Overview
    • 6.9.8.2. Financial Performance
    • 6.9.8.3. Product Benchmarking
  • 6.9.9. Schneider Electric
    • 6.9.9.1. Company Overview
    • 6.9.9.2. Financial Performance
    • 6.9.9.3. Product Benchmarking
  • 6.9.10. Quanta Services
    • 6.9.10.1. Company Overview
    • 6.9.10.2. Financial Performance
    • 6.9.10.3. Product Benchmarking

List of Tables

• Table 1. U.S. HVDC Converter Station market estimates & forecasts, 2021 - 2033 (USD Million)
• Table 2. Bi-Polar market estimates & forecasts, 2021 - 2033 (USD Million)
• Table 3. Monopolar market estimates & forecasts, 2021 - 2033 (USD Million)
• Table 4. Back-to-back market estimates & forecasts, 2021 - 2033 (USD Million)
• Table 5. Multi Terminal market estimates & forecasts, 2021 - 2033 (USD Million)
• Table 6. U.S. HVDC Converter Station market estimates & forecasts, in Line Commutated Converter (LCC), 2021 - 2033 (USD Million)
• Table 7. U.S. HVDC Converter Station market estimates & forecasts, in Voltage Source Converter (VSC), 2021 - 2033 (USD Million)

List of Figures

• Fig 1. Market segmentation
• Fig 2. Information procurement
• Fig 3. Data analysis models
• Fig 4. Market formulation and validation
• Fig 5. Data validating & publishing
• Fig 6. Market snapshot
• Fig 7. Segmental outlook - Type & Technology
• Fig 8. Competitive Outlook
• Fig 9. U.S. HVDC Converter Station market outlook, 2021 - 2033 (USD Million)
• Fig 10. Value chain analysis
• Fig 11. Market dynamics
• Fig 12. Porter's Analysis
• Fig 13. PESTEL Analysis
• Fig 14. U.S. HVDC Converter Station market, by type: Key takeaways
• Fig 15. U.S. HVDC Converter Station market, by type: Market share, 2024 & 2033
• Fig 16. U.S. HVDC Converter Station market, by technology: Key takeaways
• Fig 17. U.S. HVDC Converter Station market, by technology: Market share, 2024 & 2033