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市场调查报告书
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住宅储能係统 (ESS) 市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

Residential Energy Storage Systems (Ess) Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 180 Pages | 商品交期: 2-3个工作天内

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简介目录

到今年年底,住宅储能係统市场预计将达到 43.8 亿美元,在预测期内以超过 24.4% 的复合年增长率增长。

市场在 2020 年受到了 COVID-19 的影响。 市场现在处于大流行前的水平。

主要亮点

  • 从中期来看,对不间断和可靠电力供应的需求不断增加,以及住宅部门越来越多地采用太阳能屋顶系统,预计也将推动所研究市场的增长。
  • 另一方面,许多国家无法直接获取用于电池製造的金属资源和储备,这会对市场增长产生负面影响,使其成为市场的主要製约因素之一。
  • 然而,住宅储能係统市场主要由德国、美国和澳大利亚等发达国家主导。 然而,其他几个国家,如巴西、沙特阿拉伯、泰国和孟加拉国,已经推出净计量计划并进行了某些修订以鼓励住宅太阳能发电,在预测期内提供增长机会。
  • 欧洲在市场上占据主导地位,并且在预测期内很可能实现最高的复合年增长率。 大部分需求来自德国和英国等国家。

住宅储能係统市场趋势

主导市场的锂离子电池技术

  • 锂离子电池的充电和放电效率接近 100%,并且可以消耗和消耗相同数量的安培小时。 与铅酸电池等其他技术相比,这种电池具有多种技术优势。 可充电锂离子电池平均可循环 5,000 次以上,而铅酸电池的寿命约为 400-500 次循环。
  • 锂离子电池可以多次充电并且具有出色的稳定性。 此外,与其他二次电池相比,它们往往具有更高的能量密度和电压容量以及更低的自放电率。 与不同类型的电池相比,这导致单个电池的电荷保持时间更长,从而提高了电源效率。
  • 此外,锂离子电池需要的维护和更换频率低于铅酸电池。 锂离子电池在整个放电週期内保持其电压,使电子元件保持更高效和更长时间。 锂离子电池的初始成本很高,但考虑到寿命和性能,它们比铅酸电池便宜得多。
  • 电池在储能係统中发挥着重要作用,占系统总成本的很大一部分,尤其是用于住宅储能係统的电池。 世界范围内可再生能源的引入越来越多,家庭太阳能屋顶的安装也越来越多。
  • 随着光伏发电装机容量的增加,对蓄电池的需求也有望增加。 因此,预计在预测期内,住宅用新型储能係统 (ESS) 的出现将提振锂离子电池的需求。 锂离子电池由于重量轻、充电时间短、充电频率高和成本低而成为该应用的首选。
  • 最近,由于价格下降,锂离子电池作为住宅太阳能发电和家用逆变器的首选储能係统而受到欢迎。 2021年,锂离子电池价格为123美元/千瓦时,较2013年的668美元/千瓦时下降81.58%。
  • 迄今为止,住宅储能政策还处于非常早期的阶段。 然而,美国和德国等国家正在通过国家政策行动和监管行动在区域储能市场创造机会。
  • 例如,2021 年 6 月,美国能源部 (D.O.E) 立即宣布了一项扩大先进电池材料和技术国内製造供应链的政策。
  • 因此,基于上述因素,锂离子电池技术有望在预测期内主导全球住宅储能係统市场。

欧洲主导市场

  • 欧洲在 2021 年主导了 RESS 市场,并且预计将继续如此。 由于屋顶太阳能的快速部署,该地区的 RESS 需求正在高速增长。
  • 在德国,住宅储能係统市场自 2015 年以来发展迅速,这得益于为电池系统提供 30% 投资补贴的激励制度。
  • 德国的能源结构转型发生在过去几年。 屋顶太阳能占德国太阳能光伏总量的很大比例,主要得益于过去引入的先进支持机制,例如屋顶项目的补贴和贷款。 2021 年,德国对《可再生能源法》(EEG2021) 进行了改革,包括对不超过 30kW 的自用光伏系统所有者免征 EEG 税。 在以前的规定中,这个上限是 10 千瓦。 这项 EEG 税可能会提振德国住宅电池市场,因为大多数住宅系统都在上述范围内。
  • 此外,2022 年 3 月,电力电子与电气驱动研究所 (ISEA) 和亚琛工业大学宣布,在 2021 年安装的 1,357MWh 新能源容量中,家庭储能係统 (HSS) 将占 93%剩下的7%将在工业和大规模储能领域。
  • 截至 2022 年 1 月,英国註册的太阳能装机容量为 1379 万千瓦,其中 26%(325 万千瓦)来自 10 千瓦以下的太阳能装置,主要用于屋顶安装太阳能消费者的住宅。
  • 在英国,普通居民每天消耗 3 千瓦时到 6 千瓦时的电力,系统规模也相应不同。 最常见的系统容量为4kW,适合满足3-4人的能源需求。 但是,通常建议4至5人的家庭使用5kW的太阳能发电系统,5人以上的家庭使用6kW的太阳能发电系统。 因此,该国大多数住宅光伏系统的容量都在 10 千瓦或以下。
  • 此外,意大利还推出了一项新的超级奖金计划,从 2020 年 7 月到 2023 年期间可对支出进行 110% 的税收减免,以鼓励能源效率干预。 然而,要从超级红利中受益,光伏和储能係统必须与主要干预措施之一一起安装。 总体投资还必须提高能源效率。 如果没有,您可以利用已经为小型太阳能和 BESS 提供的 10 年 50% 税收抵免。
  • 该地区的 RESS 市场也受到从中国进口低成本太阳能电池板的推动,这使得太阳能技术更具竞争力。
  • 因此,由于上述因素,欧洲有望在预测期内主导全球住宅储能係统市场。

住宅储能係统市场竞争对手分析

住宅储能係统市场是分散的。 该市场的主要参与者(排名不分先后)包括 LG Energy Solution Ltd、Samsung SDI、Panasonic Corporation、Sonnen GmbH 和 Saft Groupe SA。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

内容

第1章介绍

  • 调查范围
  • 市场定义
  • 调查假设

第 2 章执行摘要

第3章研究方法论

第 4 章市场概述

  • 简介
  • 到 2027 年的市场规模和需求预测(单位:十亿美元)
  • 近期趋势和发展
  • 政府法规和政策
  • 市场动态
    • 司机
    • 约束因素
  • 供应链分析
  • 波特的五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第 5 章市场细分

  • 技术类型
    • 锂离子电池
    • 铅蓄电池
    • 其他技术类型
  • 按地区
    • 北美
    • 亚太地区
    • 欧洲
    • 中东
    • 南美洲

第6章竞争格局

  • 併购、合资、合作、协议
  • 主要参与者采用的策略
  • 公司简介
    • LG Energy Solution Ltd
    • Hitachi energy Ltd
    • Panasonic Corporation
    • Saft Groupe SA
    • Sonnen GmbH
    • Sunverge Energy LLC
    • Tesla Inc.
    • Deutsche Energieversorgung GmbH(SENEC)
    • Samsung SDI Co. Ltd

第7章 市场机会与将来动向

简介目录
Product Code: 51008

The Residential Energy Storage Systems market is expected to reach USD 4.38 billion by the end of the year and is projected to register a CAGR of over 24.4% during the forecast period.

The market was negatively impacted by COVID-19 in 2020. Presently the market has now reached pre-pandemic levels.

Key Highlights

  • Over the medium term, increasing demand for uninterrupted and reliable power supply and the rise in adoption of solar rooftop systems by the residential sector is also expected to drive the growth of the market studied.
  • On the other hand, the lack of direct access to metal resources and reserves for battery manufacturing in many countries may negatively impact the market's growth and is one of the major restraints for the market.
  • Nevertheless, The residential energy storage systems market is majorly dominated by developed nations such as Germany, the United States, and Australia. However, several other countries, such as Brazil, Saudi Arabia, Thailand, and Bangladesh, have introduced the net metering program and made certain amendments to encourage solar PV in the residential sector, are expected to provide growth opportunities in the forecast period.
  • Europe dominates the market and is also likely to witness the highest CAGR during the forecast period. Most of the demand comes from the countries like Germany, the United Kingdom, etc.

Residential Energy Storage Systems Market Trends

Lithium-Ion Battery Technology to Dominate the Market

  • Lithium-ion (Li-ion) batteries are nearly 100% efficient in charge and discharge, allowing the same ampere-hours in and out. These batteries offer various technical advantages over other technologies, such as lead-acid batteries. Rechargeable Li-ion batteries, on an average, offer cycles more than 5,000 times, in comparison to lead-acid batteries that last for around 400-500 times.
  • Li-ion batteries can be recharged numerous times and are more stable. Further, they tend to have a higher energy density, voltage capacity, and lower self-discharge rate than other rechargeable batteries. This improves power efficiency as a single cell has longer charge retention than different battery types.
  • Additionally, Li-ion batteries do not need as frequent maintenance and replacement as the lead acid batteries. Li-ion batteries maintain their voltage throughout the discharge cycle, allowing greater and longer-lasting efficiency of electrical components, whereas the voltage of lead-acid batteries drops consistently throughout the discharge cycle. Despite the higher upfront cost of Li-ion batteries, the true cost is much lesser than that of lead-acid batteries, when considering lifespan and performance.
  • Batteries play a crucial part in the energy storage systems and are responsible for major portion of the total cost of system, especially used in residential energy storage systems. The total installed capacity of the renewable energy sources is increasing at a significant rate, worldwide, and so is the installation of solar rooftops on the residential buildings.
  • The increase in solar rooftop capacity is likely to foster the increase in the demand for battery energy storage as well. Therefore, the emergence of new energy storage systems (ESS), for residential applications, is expected to boost the demand for lithium-ion battery during the forecast period. Properties of lithium-ion batteries, such as less weight, low charging time, higher number charging cycles, and declining cost, make it preferable for this application.
  • In recent times, owing to their declining prices, the lithium-ion batteries gained popularity as battery storage systems of choice for residential solar and home inverters. In 2021, the price of the lithium-ion battery was USD 123/kWh, which declined by 81.58% from USD 668/KWh in 2013.
  • The residential energy storage policies till date are quite nascent. However, countries, such as the United States and Germany, through state policy action and regulatory action, are creating opportunities in the local energy storage markets.
  • For instance, in June 2021, the United States Department of Energy (D.O.E) announced immediate policy to scale up domestic manufacturing supply chain for advanced battery materials and technologies.
  • Therefore, based on the factors mentioned above, lithium-ion battery technology is expected to dominate the global residential energy storage systems market during the forecast period.

Europe to Dominate the Market

  • Europe dominated the RESS market in 2021, and it is expected to continue its dominance in the coming years. The demand for RESS in the region is witnessing high growth due to the rapid adoption of rooftop solar power.
  • The residential energy storage systems market has grown rapidly in Germany since 2015, supported by an incentive scheme granting a 30% investment subsidy for the battery system.
  • Transformation in Germany's energy mix has been taking place for the past few years. Rooftop solar accounted for a significant share of Germany's total solar energy generation, mainly due to advanced supporting mechanisms introduced in the past, such as grants and loans for roof programs. In 2021, Germany introduced a reform of Renewable Energy Law or EEG 2021, which incorporates the exemption of EEG levy for the owners of PV systems for self-consumption not exceeding 30kW in size. Under the previous rules, this limit was set at 10 kW. This EEG levy is likely to boost the German residential battery market as most residential systems are in the aforementioned range.
  • Further, in March 2022, the Institute for Power Electronics and Electrical Drives (ISEA) and RWTH Aachen University found that the home storage systems (HSS) accounted for 93% of the 1,357 MWh of new energy capacity installed in 2021, while the rest 7% includes industrial and large-scale storage segments.
  • As of January 2022, the United Kingdom registered 13.79 GW installed solar capacity, and 26% (3.25 GW) of the total capacity has come from solar PV installations below 10 kW, mainly consisting of residential rooftop solar photovoltaic consumers.
  • In the United Kingdom, an average resident consumes between 3kWh and 6kWh of energy daily; accordingly, system sizes may vary. One of the most common system capacities installed is a 4-kW system, which is suited to satisfy the energy needs of three-four people. However, a 5kW solar PV system is typical for a home with four-five people, while a 6kW solar panel system is suggested for a home with over five residents. Hence, most residential PV systems have a capacity below 10 kW in the country.
  • Moreover, Italy introduced a new super bonus incentive scheme, which gives the possibility of obtaining a tax credit of 110% for the expense from July 2020 until 2023, encouraging energy efficiency interventions. However, to benefit from the super bonus, the PV and the storage system must be installed in conjunction with one of the main interventions. The overall investments made must lead to an improvement of an energy efficiency rating. In case of ineligibility, obtaining the 10-year 50% tax credit already in place for small-scale PV generation assets and BESS is possible.
  • The RESS market in the region is also driven by the import of low-cost solar panels from China, helping make photovoltaic technology more competitive.
  • Therefore, based on the aforementioned factors, Europe is expected to dominate the global residential energy storage systems market during the forecast period.

Residential Energy Storage Systems Market Competitor Analysis

The residential energy storage systems market is fragmented. Some of the major players in this market (in no particular order) include LG Energy Solution Ltd, Samsung SDI Co. Ltd, Panasonic Corporation, Sonnen GmbH, and Saft Groupe SA.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
    • 4.5.2 Restraints
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitutes Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Technology Type
    • 5.1.1 Lithium-ion Batteries
    • 5.1.2 Lead-acid Batteries
    • 5.1.3 Other Technology Types
  • 5.2 Geography
    • 5.2.1 North America
    • 5.2.2 Asia-Pacific
    • 5.2.3 Europe
    • 5.2.4 Middle-East
    • 5.2.5 South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 LG Energy Solution Ltd
    • 6.3.2 Hitachi energy Ltd
    • 6.3.3 Panasonic Corporation
    • 6.3.4 Saft Groupe SA
    • 6.3.5 Sonnen GmbH
    • 6.3.6 Sunverge Energy LLC
    • 6.3.7 Tesla Inc.
    • 6.3.8 Deutsche Energieversorgung GmbH (SENEC)
    • 6.3.9 Samsung SDI Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS