固态变压器市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

2021 年固态变压器的潜在市场规模估计为 497 万美元。

预计到 2027 年将达到 712 万美元，在预测期间（2022-2027 年）的复合年增长率为 5.38%。 2020 年和 2021 年第一季度，美国和加拿大的固态变压器市场受到 COVID-19 大流行的影响。 大流行期间推迟了几个输电和可再生能源项目，导致对变压器的需求下降。 例如，在 2020 年，希腊工业集团 Mytilineos 的可再生能源和存储开发销售额下降了 40%，原因是大流行导致合同和施工延误。 预计在预测期内，可再生能源在发电组合中的整合和智能电网技术投资的增加将推动市场。 固态变压器相对于传统变压器的技术优势有望推动市场。 然而，高成本和可靠性等性能限制预计将在预测期内抑制市场增长。

主要亮点

• 近年来，智能电网投资一直集中在数字变电站和智能电錶等硬件上。 预计智能电网应用领域将在预测期内主导固态变压器市场。
• 大规模生产带来的价格下降、製造商的研发投资以及技术进步预计将在未来几年为固态变压器市场创造巨大机遇。
• 在预测期内，亚太地区预计将成为最大、增长最快的市场，中国、印度和日本等国家/地区的需求量很大。

固态变压器的市场趋势

智能电网应用有望主导市场

• 智能电网是一种电力网络/电网，可实现电力和数据的双向流动。 智能电网概念在过去二十年中以更快的速度传播。 如今，它已成为电力行业数字化转型不可或缺的一部分。 固态变压器优于智能电网中的传统变压器，因为它们具有模块化结构的灵活性、允许双向功率流动的能力以及在交流和直流电网中的部署。
• 三级固态变压器通常设计用于具有双向功率流的智能电网应用，可将功率从低压传输到高压。
• 近年来，为适应潮流、满足可靠性需求和满足未来预期用途而进行的电网现代化已将电子智能功能纳入功率控制目的和运行监控。这推动了对智能电网技术的需求，例如作为固态变压器。
• 例如，2020 年 12 月，美国 GridWise 联盟宣布了一个全面的电网投资政策框架以促进经济復苏，强调需要 500 亿美元的联邦支出用于电网现代化。 预计在预测期内，多项此类电网现代化计划将增加智能电网对固态变压器的需求。
• 领先的公司和国家越来越多地参与技术进步和开髮用于电网应用的新型、更高效的固态变压器。 例如，2021 年 3 月，日立 ABB 电网和南洋理工大学将在新加坡政府的旗舰计划“能源网格 2.0”下共同推进固态变压器 (SST) 技术，以形成下一代电网系统。米。
• 因此，由于上述因素，智能电网应用领域有望在预测期内主导固态变压器市场。

预计亚太地区将主导市场

• 亚太地区预计将成为最大和增长最快的市场，这是由于智能电网技术投资增加和电力需求上升导致该地区电力基础设施投资增加。。
• 中国是世界上最大的输配电 (T&D) 市场。 在碳减排政策和绿色发展努力的支持下，预计将成为智能电网技术的重要消费者。 2021年，中国电力行业各类发电总量为8.11万亿千瓦时（KWh）。 有助于发电的能源包括煤炭、天然气、核能、风能、水力、生物燃料和太阳能。 中国是工业规模最大的国家，伴随着工业需求的快速增长，对能源的需求也在稳步增长。
• 随着对配电网络投资的增加，公司现在将重点放在智能电网上，预计这将在预测期内推动中国对 SST 的需求。
• 截至 2021 年 2 月，印度的火电总装机容量为 233.17GW。 可再生能源、水电和核电装机容量分别为91.15GW、46.20GW和6.78GW。 政府计划到 2030 年将可再生能源装机容量的份额翻一番，达到 40%。 印度还将其太阳能装机容量目标提高了 5 倍，到 2022 年达到 114 吉瓦。 政府正在准备一项“屋顶租赁”政策，以支持到2022年40GW太阳能屋顶项目的目标。 2020年，全国电力需求峰值达到170.83吉瓦。
• 此外，印度政府制定了到 2022 年底安装 227GW 可再生能源容量的目标。 截至 2019 年 6 月，政府已启动 50 亿美元的输电线路招标。 预计在预测期内，对低压和中压输电线路的投资将为 SST 部署提供机会。
• 因此，根据上述因素，预计亚太地区将成为预测期内规模最大、增长最快的市场。

固态变压器市场竞争对手分析

固态变压器市场由 Delta Electronics Inc. 和 Hitachi Energy Ltd. 等少数公司和研究机构整合而成。

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

第一章介绍

• 本次调查的范围
• 市场定义和研究假设

第 2 章执行摘要

第三章研究方法论

第 4 章市场概述

• 简介
• 到 2027 年固态变压器的潜在市场规模和需求预测（单位：百万美元）
• 近期趋势和发展
• 市场动态
  • 司机
  • 约束因素
• 供应链分析
• 产业吸引力 - 波特五力分析
  • 新进入者的威胁
  • 消费者的议价能力
  • 供应商的议价能力
  • 替代品的威胁
  • 竞争公司之间的敌对关係

第 5 章市场细分

• 应用 -（仅限定性分析）
  • 智能卫士
  • 牵引力
  • 其他应用
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 世界其他地区

第六章竞争格局

• 涉及固态变压器 (SST) 市场的主要研究机构和公司名单

第七章市场机会与未来趋势

The potential market size of the solid-state transformer was estimated at USD 4.97 million in 2021. It is expected to reach USD 7.12 million by 2027, at a CAGR of 5.38% during the forecast period (2022-2027). In 2020 and Q1 2021, the solid-state transformer market in the United States and Canada was impacted by the COVID-19 pandemic. During the pandemic, several transmission and renewable projects were delayed, causing a decrease in the demand for transformers. For instance, in 2020, Greek industrial group Mytilineos' turnover from its renewables and storage development decreased by 40% due to contracting and construction delays caused by the pandemic. Increasing integration of renewable energy in the power generation mix and increasing investment in smart grid technologies are expected to drive the market during the forecast period. The technical advantages of solid-state transformers over conventional transformers are likely to drive the market. However, performance constraints, such as high cost and reliability, are expected to restrain the market's growth during the forecast period.

Key Highlights

• In recent years, the smart grid investments remained focused on hardware, such as digital substations and smart meters. The smart grid application segment is expected to dominate the solid-state transformer market during the forecast period.
• Reduced prices due to mass production, investments in R&D by manufacturers, and technological advancements are expected to create immense opportunities for the solid-state transformer market in the coming years.
• Asia-Pacific is expected to be the largest and fastest-growing market during the forecast period, with most of the demand coming from countries like China, India, and Japan.

Solid-State Transformer Market Trends

Smart Grid Application is Expected to Dominate the Market

• A smart grid is an electricity network/grid enabling a two-way flow of electricity and data. The concept of the smart grid accelerated in the last two decades. It has now become an essential part of the digital transformation of the electricity sector. Due to their modular construction flexibility, enabling bi-directional power flow, and deployment in AC and DC grids, solid-state transformers are preferred more than conventional transformers in smart grids.
• The three-stage solid-state transformers are typically designed for smart grid applications in which they have bi-directional power flow to transfer power from low voltage to high voltage.
• Recently, the modernization of the grid to accommodate power flows, serve reliability needs, and meet future projected usage led to the incorporation of electronic intelligence capabilities for power control purposes and operations monitoring, which is driving the demand for smart grid technologies such as solid-state transformers.
• For instance, in December 2020, GridWise Alliance in the United States launched its comprehensive Policy Framework for Grid Investments in Economic Recovery, which outlines the need for USD 50 billion in federal spending for grid modernization. Several such grid modernization plans are expected to increase the demand for solid-state transformers in smart grids during the forecast period.
• Major companies and countries are becoming more involved in the technological advancement and development of new and more efficient solid-state transformers used for grid applications. For instance, in March 2021, Hitachi ABB Power Grids and Nanyang Technological University, under the Singapore government's flagship Energy Grid 2.0 initiative to shape the next-generation grid system, collaborated to work together on the advancement of solid-state transformer (SST) technology.
• Therefore, based on the factors mentioned above, the smart grid application segment is expected to dominate the solid-state transformer market during the forecast period.

Asia-Pacific to Dominate the Market

• Asia-Pacific is expected to be the largest and fastest-growing market due to the increasing investment in smart grid technology and the increasing demand for electricity, leading to increased investment in power infrastructure across the region.
• China is the world's largest market for power transmission and distribution (T&D). It is projected to become a significant consumer of smart grid technology, supported by its policy to reduce carbon emissions and commitment to green development. In 2021, the total electricity generation from the various sources in the Chinese power sector was 8.11 trillion kilowatt-hours (KWh). Energy sources contributing to the country's energy generation include coal, natural gas, the nuclear, wind, hydro, biofuels, and solar energy. Since China has the largest industrial sector, the country's energy demand has been rising continuously owing to rapidly growing industrial demands.
• With the growing investment in distribution networks, companies are now focusing on smart grids, which is likely to drive the demand for SST in China during the forecast period.
• As of February 2021, India's total thermal installed capacity stood at 233.17 GW. The installed capacity of renewable, hydro, and nuclear energies totaled 91.15 GW, 46.20 GW, and 6.78 GW, respectively. The government plans to double the share of installed electricity generation capacity of renewable energy to 40% by 2030. India also raised the solar power generation capacity target by five-fold, to 114 GW, by 2022. The government is preparing a 'rent a roof' policy for supporting its target of generating 40 GW of power through solar rooftop projects by 2022. The peak power demand in the country stood at 170.83 GW in FY 2020.
• Furthermore, the Government of India has set a target to install 227 GW of renewable energy capacity by the end 0f 2022. As of June 2019, the Government launched USD 5 billion of transmission-line tenders. The investment in the low and medium voltage transmission lines is likely to provide opportunity for SST deployment during the forecast period.
• Therefore, based on the factors mentioned above, Asia-Pacific is expected to be the largest and fastest-growing market during the forecast period.

Solid-State Transformer Market Competitor Analysis

The solid-state transformer market is consolidated with very few companies and research institutes operating in the market, including Delta Electronics Inc. and Hitachi Energy Ltd.

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 and Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

• 4.1 Introduction
• 4.2 Potential Market Size and Demand Forecast for Solid-state Transformers, in USD million, till 2027
• 4.3 Recent Trends and Developments
• 4.4 Market Dynamics
  • 4.4.1 Drivers
  • 4.4.2 Restraints
• 4.5 Supply Chain Analysis
• 4.6 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.6.1 Threat of New Entrants
  • 4.6.2 Bargaining Power of Consumers
  • 4.6.3 Bargaining Power of Suppliers
  • 4.6.4 Threat of Substitutes Products and Services
  • 4.6.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Application - (Qualitative Analysis Only)
  • 5.1.1 Smart Gird
  • 5.1.2 Traction
  • 5.1.3 Other Applications
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 Rest of the World

6 COMPETITIVE LANDSCAPE

• 6.1 List of Major Research Institutions and Companies Involved in the Solid-state Transformer (SST) Market

7 MARKET OPPORTUNITIES AND FUTURE TRENDS