智能电网数据分析市场 - 增长、趋势、COVID-19 影响和预测 (2023-2028)

在预测期内，智能电网数据分析市场预计将以 12.76% 的复合年增长率增长。

由于对智能电网计划的投资不断增加，预计智能电网数据分析市场在预测期内将以更快的速度发展。 随着物联网等最新技术的引入，参与者更加重视智能电网解决方案的集成。 数据创建的持续趋势正在推动公用事业将大数据与数十亿新的物联网和智能传感器数据相结合。 智能电錶数据可以帮助您更好地了解客户的行为，从而更有效地对客户进行细分。

主要亮点

• 智能电网数据分析市场的巨大需求预计将来自不断增长的电力需求。 根据国际能源署 (IEA) 的数据，到 2030 年，全球电力需求在稳定政策情景 (STEPS) 下将增加 5,900 太瓦时 (TWh)，在已宣布承诺情景 (APS) 下将增加 7,000 TWh 以上。 这相当于加上美国和欧盟目前的需求。
• 此外，组织计划投资扩建、现代化和分散其电力基础设施，以提高弹性。 电网基础设施实现数字化和与时俱进，重要数字通信的可靠安全传输成为可能。 在整个印度次大陆，一些项目也开始解决电力问题。
• 大量涌入的数据正在推动市场的增长。 根据 IEEE 的说法，为了让事情变得更智能，大量数据正在网格组件和管理这些组件的企业系统之间交换。 根据应用的不同，交换的信息可以帮助经济地优化公用事业及其客户之间的双向电力流动。
• 此外，智能电网收集的数据远远多于手动电能计量系统。 因此，由于考虑了更多变量，数据分析技术可用于创建高度现实的消费预测。 因此，可用于开发分析模型的数据量呈指数级增长，从而扩大了智能电网分析的机会。
• 但是，智能电网系统的高成本和对更多熟练专业人员的需求限制了市场增长。 智能电錶最突出的限制是资本金的可用性。 智能係统比大多数服务提供商和用户使用的标准计量设备相对昂贵。 此外，各种智能仪表根据操作和消费者要求设计有不同的参数，从而减少了需要熟练劳动力来处理和安装的复杂设备的使用。
• COVID-19 疫情对全球经济造成了影响，因为它打击了许多企业，尤其是电力行业，并导致许多其他行业停工。 COVID-19 爆发后，电价下跌，打击了能源和电力行业的许多公司。 此外，根据美国国土安全部 (DHS) 的数据，电力部门是受 COVID-19 流行病严重影响的 16 个重要基础设施部门之一。

智能电网数据分析的市场趋势

扩大智能电网项目投资

• 随着越来越多的资金投入到智能电网上，以及越来越多的可再生能源被添加到现有电网中，预计全球智能电网数据分析市场将会增长。 新兴经济体也看到了更多的研发更新，预计这将有助于市场增长。
• 例如，根据 IEA 的数据，2021 年输配电网络中智能电錶的投资将约为 214 亿美元，与上一年的 2020 年相比增长 13.8%。 如此显着的投资增长被认为表明对数字基础设施的需求不断增长，这对于在市场上运营的供应商来说是高利润的。
• 包括中国和美国在内的几个新兴国家正在大规模部署智能电錶，这主要得益于各自政府的持续支持。 预计这些因素将增加对分析解决方案的需求，以处理来自智能电錶的大量数据。
• ConEd 和 Duke 等美国私营电力公司越来越多地使用智能电錶。 这意味着到 2021 年，美国公用事业公司将安装约 1.11 亿个先进（智能）计量基础设施 (AMI)，其中智能电錶已安装，占所有电錶安装量的 69% 以上。占据。

此外，印度政府的国家智能电錶倡议 (SMNP) 已表明一项政策，即到 2022 年 6 月将 2.5 亿个旧电錶更换为新电錶。 这将提高能源消耗和监测的有效性，这将增加圆盘的年收入。 因此，每年可以生成更多数据。 2022年，中国公布了一项投资扩张计划，国家电网公司预算超过5000亿元人民币，重点关注特高压项目、电网升级改造和电网数字化。 由于这些因素，预计该市场将在预测期内出现增长。

亚太地区增长显着

• 在中国、日本和印度等国家/地区，人口增长推动了对住房基础设施和电力使用的需求。 因此，支持智能电网使用的国家对电力的需求正在增加，这可能会为智能电网数据分析创造市场。
• 智能城市的发展有望提高该地区的市场竞争力。 韩国已宣布计划向近 300 家公司投资 3.5 亿美元，以帮助在该国发展物联网生态系统。 首尔东南部的一个城镇已经开始试点，与Samsung电子和 SK 电讯合作安装基于物联网的可再生能源基础设施。
• 电力消耗在中国、印度和日本等国家/地区不断增加，推动了对新政策的需求，以有效地创造、分配或消耗电力。 智能电网技术在中国、印度、日本、澳大利亚、韩国等地区国家得到广泛应用。 国际能源署报告称，在过去二十年中，东南亚的能源消耗平均每年增长约 3%。 按照目前的 STEPS 政策设置，这一趋势预计将持续到 2030 年。
• 随着更多创新储能技术的使用，亚太地区的智能电网市场将会增长。 亚太地区的能源公司现在越来越依赖智能电网技术和基础设施的发展。 例如，2022 年 2 月，LITE-ON 和 NTU Singapore 合作实现更节能的智能电网和智能家居技术。 LITE-ON Singapore是台湾消费电子公司LITEON的子公司，专注于半导体的研发以及智能汽车和功率设备的开发。
• 因此，上述所有因素都可能结合起来推动智能电网数据分析市场，进而在预测期内推动亚太地区的智能电网数据分析市场。

智能电网数据分析行业概览

智能电网数据分析市场是一个分散且竞争激烈的市场。 随着初创企业的出现，市场见证了竞争对手之间日益激烈的对抗，这些初创企业为不同的工业需求提供了广泛的创新解决方案。 而且由于大公司是卓越绩效的代名词，它们有望获得竞争优势。 主要参与者包括 Siemens AG、Itron Inc.、IBM Corporation 等。

2022 年 12 月，Siemens宣布计划在尼罗河三角洲的达米埃塔区交付 175,000 个智能电錶和先进的配电管理系统。 这份价值超过 4000 万欧元（4200 万美元）的订单被授予北三角洲配电公司 (NDEDC)，作为电网现代化和改进计划的一部分。

2022 年 9 月，Itron 将把工业物联网 (IIoT) 网络解决方案与Samsung的 SmartThings 服务相结合，以改进分布式能源管理 (DERMS)、减少碳足迹并吸引客户。为公用事业提供访问系统的途径，增加 该合作伙伴关係将使用 SmartThings Energy 服务，通过 Itron 的分布式智能 (DI) 网络提供实时能源读数和使用趋势。 该公司声称，该网络与数百万个端点相连。

其他福利：

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

内容

第一章介绍

• 调查假设和市场定义
• 本次调查的范围

第二章研究方法论

第 3 章执行摘要

第 4 章市场洞察

• 市场概览
• 行业价值链分析
• 行业吸引力 - 波特五力分析
  • 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
• 评估 COVID-19 对市场的影响

第 5 章市场动态

• 市场驱动因素
  • 增加对智能电网项目的投资
  • 大量数据涌入
• 市场挑战
  • 智能电网系统成本高，缺乏熟练的专业人员
  • 监管问题、数据安全风险和技术要求可能会限制市场

第 6 章市场细分

• 通过部署
  • 基于云
  • 本地
• 通过解决方案
  • 输配电 (T&D)网络
  • 计量
  • 客户分析
• 通过申请
  • 高级计量基础设施分析
  • 需求响应分析
  • 网格优化分析
• 按最终用户行业
  • 私营公司（中小企业、大型公司）
  • 公共部门
• 按地区
  • 北美
  • 欧洲
  • 亚太地区
  • 拉丁美洲
  • 中东和非洲

第七章竞争格局

• 公司简介
  • Siemens AG
  • Itron Inc.
  • AutoGrid Systems Inc.
  • General Electric Company
  • IBM Corporation
  • SAP SE
  • Tantalus System Corporation
  • SAS Institute Inc.
  • Hitachi Ltd
  • Uplight Inc.
  • Landis & Gyr Group AG
  • Uptake Technologies Inc.
  • Schneider Electric SE
  • Oracle Corporation
  • Amdocs Corporation
  • Sensus USA Inc.（Xylem Inc.）

第八章投资分析

第九章市场机会与未来趋势

During the time frame of the forecast, the smart grid data analytics market is expected to register a CAGR of 12.76%. The smart grid data analytics market is expected to develop at a faster rate during the projected period due to increased investment in smart grid initiatives. With the introduction of modern technologies such as IoT, players have been focusing on integrating smart grid solutions in a more significant way. Due to the continuing trend in data creation, power utility businesses are merging big data with billions more rows of new IoT and smart sensor data. Smart meter data can assist in more efficiently segmenting customers by providing a better understanding of their behavior.

Key Highlights

• A big need for a smart grid data analytics market is likely to come from the growing need for electricity. According to the International Energy Agency (IEA), the world's electricity demand will rise by 5,900 terawatt-hours (TWh) in the Stated Policies Scenario (STEPS) and by over 7,000 TWh in the Announced Pledges Scenario (APS) by 2030. This is the same as adding the current demand in the United States and the European Union.
• Moreover, organizations plan to invest in the expansion, modernization, and decentralization of the electricity infrastructure for improved resiliency. The infrastructure of the power grid has been getting more digitalized and connected over time, making it possible for important digital communications to flow reliably and safely. Across the Indian subcontinent, there have also been the beginnings of a number of projects that will help people with their electricity problems.
• An enormous influx of data has been driving market growth. According to the IEEE, to enable being smart, a massive amount of data has been exchanged between grid components and the enterprise systems that manage these components. Based on the application, the information exchanged helps economically optimize the bidirectional power flow between a utility and its customers.
• Furthermore, smart grids collect much more data than the manual energy meter reading system. This permits the use of data analysis techniques and the preparation of highly realistic consumption forecasts, as many more variables are taken into account. Therefore, the opportunities for smart grid analytics have been expanding because there has been an exponential increase in the amount of data available in order to develop analytical models.
• However, the high costs of smart grid systems and the need for more skilled professionals have been restraining the market's growth. The most prominent limitation of smart metering is the availability of capital funding. Smart systems are comparatively more expensive than the standard metering equipment that most service providers and users employ. Furthermore, different smart meters have been designed with various parameters based on operational and consumer requirements, inhibiting the use of complicated equipment that needs skilled labor for handling and installation.
• The COVID-19 epidemic hurt the world economy because it hurt a lot of businesses, especially in the electricity sector, and stopped work in a lot of other sectors. After COVID-19 broke out, the price of electricity went down, which hurt a lot of companies in the energy and power industries. Additionally, according to the US Department of Homeland Security (DHS), the utility sector was one of the 16 essential infrastructure sectors that the COVID-19 epidemic severely impacted.

Smart Grid Data Analytics Market Trends

Growing Investments in Smart Grid Projects

• The global smart metering analytics market is expected to grow because more money is being spent on smart grids and more renewable energy sources are being added to existing grids. Also, R&D is being updated more in developed economies, which should help the market grow.
• For instance, according to the IEA, in 2021, investments in smart meters in transmission and distribution electricity grids were valued at around USD 21.4 billion, a 13.8% rise in investments compared to the previous year, 2020. Such a significant rise in investments may indicate the growing need for digital infrastructure, thereby providing substantial profits to the vendors operating in the market.
• The rate of installations in the residential, commercial, and industrial sectors has been going up because of how the government framework and policies are always changing.Several emerging nations, including China and the United States, have witnessed a high-scale deployment of smart meters, mainly due to the continuous support of their respective governments. The factors above are expected to drive the demand for analytic solutions to handle the vast data from these smart meters.
• Smart meters are being used more and more by private utility companies in the United States, like ConEd and Duke.This is evident by the fact that, with smart meters deployed by utilities in the United States, about 111 million advanced (smart) metering infrastructure (AMI) installations were made in 2021, accounting for over 69% of all electric meter installations.

Additionally, the government of India's national initiative for smart meters (SMNP) intends to replace 250 million outdated meters with new ones in June 2022. It would improve the effectiveness of energy consumption and monitoring and enhance discoms' yearly income. This may result in the generation of more data per year. In 2022, China announced plans to increase investment, with the State Grid Corporation of China budgeting for more than CNY 500 billion and concentrating on ultra-high-voltage projects, upgrading the distribution network, and increasing levels of digitalization of its grids. Owing to these factors, the market studied is expected to witness growth during the forecast period.

Asia-Pacific to Witness the Significant Growth Rates

• Two highly populated nations, namely India and China, significantly dominate the Asia-Pacific region.Rising populations in places like China, Japan, and India have increased the demand for residential infrastructure and electricity use. This has increased the demand for electricity in countries that support the use of smart grids, which may create a market for smart grid data analytics.
• The growth of smart cities is anticipated to increase the region's market competencies. South Korea announced plans to invest USD 350 million in around 300 companies to help develop an IoT ecosystem within the country. A pilot is being launched in a town southeast of Seoul, in partnership with Samsung Electronics and SK Telecom, to set up IoT-based infrastructure for renewable energy.
• Power consumption has increased in nations like China, India, and Japan, which has increased the demand for new policies to create, distribute, or consume electricity effectively. Smart grid technology is used a lot in China, India, Japan, Australia, South Korea, and other countries in the area.According to IEA reports, Southeast Asia's energy consumption has grown by around 3% annually over the last twenty years on average. This trend is expected to continue until 2030 with STEPS' current policy settings.
• Because more innovative energy storage technologies are being used, the market for smart grids in APAC will grow.Energy companies in APAC nowadays are increasingly dependent on smart grid technologies and infrastructure development. For instance, in February 2022, LITE-ON and NTU Singapore collaborated to create a more energy-efficient smart grid and smart home technologies. LITE-ON Singapore is a subsidiary of the Taiwanese consumer electronics business LITEON, which focuses on semiconductor R&D as well as smart vehicle and power device development.
• Therefore, all the above factors combined may fuel the smart grid data analytics market, which, in turn, may boost the smart grid data analytics market in the Asia-Pacific region during the forecast period.

Smart Grid Data Analytics Industry Overview

The smart grid data analytics market is fragmented and highly competitive in nature. Owing to the emergence of new startups offering a broad range of innovative solutions catering to diverse industry requirements, the market has been witnessing intensifying competitive rivalry. Also, as the major players have been considered synonymous with good performance, they are expected to have a competitive edge. Key players include Siemens AG, Itron Inc., and IBM Corporation, among others.

In December 2022, Siemens announced plans to provide 175,000 smart meters and an advanced distribution management system in the Damietta area of the Nile Delta. The order, valued at over EUR 40 million (USD 42 million), was given to the North Delta Electricity Distribution Company (NDEDC) as part of the grid modernization and improvement initiative.

In September 2022, Itron combined its Industrial Internet of Things (IIoT) network solution with Samsung's SmartThings services to give utilities access to a system that improves distributed energy resource management (DERMS), cuts carbon emissions, and engages customers. The partnership will use the SmartThings Energy service to give real-time energy readings and usage trends using Itron's distributed intelligence (DI) network, which the business claims has millions of linked endpoints.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

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

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

• 4.1 Market Overview
• 4.2 Industry Value Chain Analysis
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Bargaining Power of Suppliers
  • 4.3.2 Bargaining Power of Consumers
  • 4.3.3 Threat of New Entrants
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry
• 4.4 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Growing Investments in Smart Grid Projects
  • 5.1.2 Enormous Influx of Data
• 5.2 Market Challenges
  • 5.2.1 High Costs of Smart Grid Systems and Lack of Skilled Professionals
  • 5.2.2 Regulatory Issues, Data Security Risks, and Technical Requirements may Restrain the Market

6 MARKET SEGMENTATION

• 6.1 By Deployment
  • 6.1.1 Cloud-based
  • 6.1.2 On-premise
• 6.2 By Solution
  • 6.2.1 Transmission and Distribution (T&D) Network
  • 6.2.2 Metering
  • 6.2.3 Customer Analytics
• 6.3 By Application
  • 6.3.1 Advanced Metering Infrastructure Analysis
  • 6.3.2 Demand Response Analysis
  • 6.3.3 Grid Optimization Analysis
• 6.4 By End-user Vertical
  • 6.4.1 Private Sector (SMEs and Large Enterprises)
  • 6.4.2 Public Sector
• 6.5 Geography
  • 6.5.1 North America
  • 6.5.2 Europe
  • 6.5.3 Asia-Pacific
  • 6.5.4 Latin America
  • 6.5.5 Middle East & Africa

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles
  • 7.1.1 Siemens AG
  • 7.1.2 Itron Inc.
  • 7.1.3 AutoGrid Systems Inc.
  • 7.1.4 General Electric Company
  • 7.1.5 IBM Corporation
  • 7.1.6 SAP SE
  • 7.1.7 Tantalus System Corporation
  • 7.1.8 SAS Institute Inc.
  • 7.1.9 Hitachi Ltd
  • 7.1.10 Uplight Inc.
  • 7.1.11 Landis & Gyr Group AG
  • 7.1.12 Uptake Technologies Inc.
  • 7.1.13 Schneider Electric SE
  • 7.1.14 Oracle Corporation
  • 7.1.15 Amdocs Corporation
  • 7.1.16 Sensus USA Inc. (Xylem Inc.)

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS