主动网路管理 -市场占有率分析、产业趋势与统计、2024-2029 年成长预测

主动网路管理市场规模预计到 2024 年为 13.9 亿美元，预计到 2029 年将达到 29.7 亿美元，在预测期内（2024-2029 年）复合年增长率为 16.48%。

主要亮点

• 由于扩充性、远端存取以及经济高效的资料储存和处理能力，公用事业公司正在转向针对主动网路管理市场和电网资产监控的云端基础的解决方案。此外，公共产业公司正在利用人工智慧 (AI) 和资料分析来优化电网营运。主动网路管理系统利用预测分析来预测电网行为并采取主动措施。电网资产监控也利用人工智慧来预测维护需求并检测异常情况，从而促进市场成长。
• 新兴的智慧电网技术将促进向低碳经济的转型，并且需要ANM系统来进行潮流和电压管理。 2030年实现净零目标每年需要约6000亿美元的投资。然而，新兴市场和新兴经济体的快速投资进程要求电网获得这种必要的认可并抑制ANM市场的成长。
• 根据国际能源总署 (IEA) 的数据，2022 年至 2025 年间，全球发电量将增加 2,493 太瓦时，导致可再生能源发电增加以满足这一需求。德国的目标是到2035年100%的电力来自可再生能源，而全球整体可再生能源预计在未来三年内成为最重要的电力源。主动网路管理系统将在连接更多分散式可再生发电方面发挥关键作用。
• 交通运输、电动车 (EV) 的电气化需要主动的网路管理来管理充电基础设施和电网资产监控，以评估对电网资产的影响。这一步是市场扩张的原动力。印度工业联合会 (CII) 2023 年 7 月表示，到 2030 年，印度可能需要至少 132 万个电动车充电站，以促进电动车的快速普及。政府对电动车的大力支持增加了消费者的选择和意识，导致与前一年同期比较电动车普及大幅增加，年增两倍。
• 主动网路管理 (ANM) 系统收集和传输有关网路操作的敏感资讯。确保这些资料的机密性和安全性至关重要。对资料外洩和诈欺的日益担忧可能会阻碍主动网路管理（ANM）系统的部署。此外，在某些地形崎岖和极端天气条件的地区，实施主动网路管理基础设施可能很困难且成本高昂，这可能会阻碍市场成长。
• 由于供应链中断、劳动力限制以及在 COVID-19 大流行的关键阶段对现场存取和安装的限制，主动网路管理 (ANM)计划面临延误。这些因素影响了正在进行的项目和新计画。随后，COVID-19 大流行凸显了对电网弹性的需求，而主动网路管理在监测和响应电网中断方面的作用对于提供可靠的电力供应至关重要，特别是在意外停电期间。更重要。

主动网路管理市场趋势

电网资产监控占主要市场占有率

• 由于人们对环境问题的兴趣日益浓厚，对智慧电网的需求正在迅速增加。近年来，能源消耗大幅成长，2022年1月至2022年9月期间，全球约有250亿美元分配给能源储存和智慧电网。这些投资预计将继续成长，能源储存公司在从石化燃料到清洁能源来源的转型中发挥着至关重要的作用。
• 电力需求的增加将导致电网中的可再生能源数量超过设计目标。故障或过时的变压器占停机时间和服务成本的 70% 以上，因此变压器监控至关重要。资产效能管理 (APM) 和主动网路管理 (ANM) 是实现这项变革的重要工具。
• 根据美国能源局(DoE) 的数据，到 2026 年，美国公用事业公司对 IT 和 OT 数​​位技术的资本投资总额将达到 245 亿美元。其中，164亿美元将用于智慧电网技术和系统。
• 在许多地区，投资电网现代化措施以提高电网的可靠性、生产力和弹性变得越来越重要。 2023年4月，印度比哈尔邦安装了137万台智慧电錶，数量位居全国第一。北方邦则位居第二，哈里亚纳邦紧追在后，位居第三。资产监控已成为此流程的关键要素，因为它对于管理和优化这些现代化网路至关重要。例如，在亚太地区，中国国家电网等国家于2023年1月宣布2023年电网投资770亿美元。
• Ubiquia 等公司正在开发基于人工智慧的解决方案，以帮助电力公司远端监控和维护变电站。 UbiHub 变电站监控解决方案采用尖端摄影机技术和工业人工智慧来侦测电弧等安全风险、监控野生动物入侵并发现犯罪分子侵入。这使公用事业公司能够全面了解所有变电站并主动监控威胁。

亚太地区实现显着成长

• 亚洲国家希望所有产业快速实现电气化。绿色社区电网正在获得巨大的吸引力，特别是在中国、印度和尼泊尔等国家。根据国际能源总署（IEA）预测，全球新增电力需求的70%将来自亚洲国家，主要是中国、印度和东南亚。未来两年，中国将占再生能源成长的45%以上。
• 智慧城市的出现有望进一步增强该地区的市场竞争力。借助技术，智慧城市可以减少对环境的负面影响。例如，智慧电力系统可以管理尖峰需求。智慧水系统可确保高效的水分配，并且可使用基于证据的决策工具更有效、更透明地规划有限的基础设施投资。智慧城市运作的基本要素之一是智慧型能源系统。物联网（IoT）、人工智慧（AI）和巨量资料等先进技术有望解决当前和未来的各种挑战。
• 物联网设备和感测器的引入极大地促进了主动网路管理产业的扩张。这些技术可以即时监控电网状况和资产性能，从而更快地回应问题并做出更明智的决策。例如，2023年9月，印度电力基础设施系统将进入重大变革时期期。智慧电网和物联网的整合正在实现配电效率和可靠性的革命性结合，并推动更具弹性和永续能源系统的发展。
• 能源产业的公司正在投资人工智慧技术。例如，智慧电动车 (EV) 充电器可以在需求最低且电力最便宜时自动充电，从而减轻网路压力。印度ReNew Power公司宣布与12家外国金融机构建立合作伙伴关係，提供11亿美元的外部商业借款计划融资贷款。这笔资金将支持 ReNew 的混合电池供电、24可再生运作计划，包括太阳能发电工程、风电场和储能设施。

主动网路管理产业概述

由于有许多大大小小的公司，主动网路管理市场竞争非常激烈。领先企业正在积极努力将温室气体排放减少到接近零或在特定时间范围内实现净零排放。这一势在必行，推动了对主动网路管理解决方案的需求。西门子股份公司、通用电气公司和 Argand Solutions 公司等主要行业参与者正在即时监控分散式发电 (DG) 高普及带来的问题，并实施创新以增加配电网内的 DG 容量。创新解决方案开发的前沿。

2023年2月，西门子与EnergyHub建立策略伙伴关係，共同建构全面且可扩展的下一代DER管理系统（分散式能源）。西门子软体透过考虑所有分散式能源来源，在加强网路规划、营运和维护方面发挥着至关重要的作用。西门子和 EnergyHub 的合作使公用事业公司能够利用西门子的网路专业知识和 EnergyHub 的电网领先能力，从而为下一代分散式能源管理解决方案提供全面的产品组合元素。这项发展使公用事业公司能够利用分散式能源作为替代的无线解决方案并减少对硬体投资的需求，从而实现净零排放。

2023年1月，该公司将与着名的公共和专用行动网路供应商波特兰通用电气（PGE）合作，加速电网现代化进程和再生能源来源的整合。 Expeto 的专用无线网路由波特兰通用电气公司提供支持，可简化自动化电网弹性，透过智慧型感测器和设备追踪现场状况，提高员工安全性，整合员工以提高生产力，并提供电动车充电站以使用公共电网。这项合作将加速可再生能源的部署和电网基础设施的现代化。

其他福利

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

目录

第一章简介

• 研究假设和市场定义
• 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

• 市场概况
• 产业吸引力－波特五力分析
  • 供应商的议价能力
  • 消费者议价能力
  • 新进入者的威胁
  • 替代品的威胁
  • 竞争公司之间的敌对关係
• COVID-19 对主动网路管理市场的影响

第五章市场动态

• 市场驱动因素
  • 可再生能源商业化的成长
  • 智慧城市计划增加
• 市场挑战
  • 引进ANM维修成本高

第六章市场区隔

• 按类型
  • 软体
  • 按服务
• 按用途
  • 自动化
  • 电网资产监控
  • 即时监控
• 按地区
  • 北美洲
    • 美国
    • 加拿大
  • 欧洲
    • 德国
    • 英国
    • 法国
    • 欧洲其他地区
  • 亚太地区
    • 印度
    • 中国
    • 日本
    • 其他亚太地区
  • 世界其他地区

第七章 竞争形势

• 公司简介
  • Schneider Electric SE
  • Siemens AG
  • Smarter Grid Solutions Ltd.
  • General Electric Company
  • Argand Solutions
  • Camlin Ltd
  • Chemtrols Industries Pvt. Ltd
  • ABB Group
  • Itron Inc
  • SolarWinds
  • Landis+Gyr

第八章投资分析

第9章 市场的未来

The Active Network Management Market size is estimated at USD 1.39 billion in 2024, and is expected to reach USD 2.97 billion by 2029, growing at a CAGR of 16.48% during the forecast period (2024-2029).

Key Highlights

• Utilities are increasingly transitioning to cloud-based solutions for active network management market and grid asset monitoring due to the scalability, remote accessibility, and cost-efficient data storage and processing capabilities. Furthermore, utilities use artificial intelligence (AI) and data analytics to optimize grid operations. Active network management systems leverage predictive analytics to anticipate grid behavior and implement proactive measures. Grid asset monitoring also utilizes AI to predict maintenance needs and detect anomalies, thus contributing to the market's growth.
• The emerging Smart Grid technology will facilitate the shift to a low-carbon economy, and ANM systems will be required for power flow and voltage management. Huge investments need to be made toward electricity grids; around USD 600 billion in annual investment is required to achieve a net zero target by 2030. However, the investment process can be fast in emerging markets and developing economies, so electricity grids need to receive this necessary recognition and restrain the growth of the ANM market.
• According to the International Energy Agency (IEA), global electricity generation will rise by 2,493TWh between 2022 and 2025, leading to the growth in renewable generation that will cater to this demand. While Germany aims for 100% power generation from renewable resources by 2035, renewables are expected to be the most significant source of electricity within the next three years globally. Active network management systems will play a vital role in linking more distributed, renewable generation.
• The electrification of transportation, electric vehicles (EVs), necessitates active network management for the management of the charging infrastructure, as well as grid asset monitoring to evaluate the effect on grid assets. This step has been a driving factor in the expansion of the market. According to the Confederation of Indian Industry (CII), in July 2023, India may require at least 1.32 million EV charging stations by 2030 to facilitate the rapid uptake of electric vehicles. The government's strong support for electric vehicles has increased consumer choice and awareness, resulting in an exponential growth in EV adoption during 2022, with a threefold increase from the previous year.
• Active network management (ANM) systems collect and transfer sensitive information about network operations. It is essential to ensure the confidentiality and safety of this data. Rising concerns of data breaches or misappropriation may impede the adoption of Active network management (ANM) systems. Furthermore, in certain regions with rugged terrain or extreme weather conditions, implementing an Active network management infrastructure may be challenging and expensive, thus impeding the market's growth.
• Active network management (ANM) projects faced delays in the primary stages of the COVID-19 pandemic due to supply chain disruptions, labor constraints, and restrictions on-site visits and installation. These factors affected both ongoing and new projects. Subsequently, the COVID-19 pandemic highlighted the need for grid resilience, and the role of active network management in monitoring and responding to grid disruptions has become increasingly important in providing a dependable power supply, particularly during unexpected outages.

Active Network Management Market Trends

Grid Asset Monitoring to Hold the Significant Market Share

• The smart grids are experiencing a surge in demand due to increasing environmental concerns. Over the years, energy consumption has grown significantly, and approximately USD 25 billion was allocated to energy storage and smart grids worldwide between January 2022 and September 2022. These investments are expected to expand, with energy storage companies playing a pivotal role in transitioning from fossil fuels to clean energy sources.
• Due to increasing electricity demand, grids receive more renewable energy sources input than they were designed for. Transformer monitoring is essential since broken or old transformers account for more than 70% of downtime and service costs. Asset performance management (APM) and active network management (ANM) are essential tools to effect this change.
• According to The US Department of Energy (DoE), total capital spending on IT and OT digital technologies by US electric utilities will reach 24.5 billion USD by 2026. Of this, 16.4 billion USD will be used for smart grid technologies and systems.
• It is becoming increasingly important for many regions to invest in grid modernization initiatives to enhance the electrical networks' dependability, productivity, and resilience. In April 2023, India's state of Bihar had the most installed smart meters across the country, with a total of 1.37 million. Uttar Pradesh followed in second place, followed by Haryana. Asset monitoring is a crucial component of this process, as it is essential for managing and optimizing these modernized networks. For instance, in the Asia Pacific, countries like the Chinese State Grid announced in January 2023 a USD 77 billion investment in the power grid for the year 2023.
• Companies like Ubicquia are developing AI-based solutions to help utility companies maintain their substations with remote monitoring. The UbiHub substation monitoring solution uses cutting-edge camera technology with industrial AI to detect safety risks like arc flashes, watch for wildlife intrusions, and spot trespassing criminals. This way, utilities have complete insight into every substation and can actively monitor threats.

Asia-Pacific to Witness a Significant Growth

• Asian nations want to electrify quickly across all industries. Green community grids are gaining significant traction, notably in nations like China, India, and Nepal. According to the International Energy Agency (IEA), 70% of global electricity demand growth will come from Asian countries, comprising China, India, and Southeast Asia. China will account for over 45% of renewables growth in the next two years.
• The emergence of smart cities is expected to add to the region's competencies in the market. With the help of technology, smart cities can lessen their adverse environmental effects. For instance, smart power systems can manage peak demand. Smart water systems can ensure efficient water distribution and evidence-based decision-making tools can be used to plan limited infrastructure investments more efficiently and transparently. One of the essential elements of any functioning smart city is a smart energy system. Advanced technologies like the Internet of Things (IoT), artificial intelligence (AI), and big data are expected to address various current and future difficulties.
• Implementing IoT devices and sensors has been a significant contributor to the expansion of the active network management industry. These technologies enable real-time monitoring of grid conditions and the performance of assets, allowing for faster responses to problems and more informed decisions. For instance, in September 2023, India's power infrastructure system is undergoing a significant transformation, as the integration of smart grids and the IoT has enabled a revolutionary combination of efficiency and reliability in power distribution, as well as the development of a more resilient and sustainable energy system.
• Energy sector players are investing in AI technologies. For instance, smart electric vehicle (EV) chargers can automatically enable charging when demand is lowest and electricity cheapest, thus reducing the burden on the network. India-based ReNew Power announced a collaboration with twelve foreign lenders for external commercial borrowings for project finance loans of 1.1 billion USD. The funds will be utilized for ReNew's hybrid, battery-powered, round-the-clock renewable energy project, including solar projects, wind farms, and battery storage facilities.

Active Network Management Industry Overview

The active network management market is highly competitive due to the presence of numerous small and large players. Major organizations are actively working towards reducing greenhouse gas emissions to nearly zero or achieving Net Zero emissions within a specific timeframe. This imperative has driven the demand for Active Network Management solutions. Key industry players such as Siemens AG, General Electric Company, and Argand Solutions are at the forefront of developing innovative solutions to monitor real-time issues stemming from high distributed generation (DG) penetration, consequently increasing DG capacity within distribution networks.

In February 2023, Siemens entered into a strategic partnership with EnergyHub to create a holistic and scalable next-generation DER management system (Distributed Energy Resources). Siemens' software will play a pivotal role in enhancing the planning, operation, and maintenance of networks by considering all the distributed energy sources. This collaboration between Siemens and EnergyHub empowers utilities to leverage Siemens' network expertise and EnergyHub's grid-leading capabilities, resulting in a comprehensive portfolio element for a next-generation distributed energy resource management solution. This development is poised to enable utilities to achieve net zero emissions by harnessing distributed energy resources as a non-wiring alternative solution, reducing the need for investments in hardware.

In January 2023, Expeto, Inc. joined forces with Portland General Electric (PGE), a prominent provider of public and private mobile networks, to accelerate the grid modernization process and the integration of renewable energy sources. Expeto's private wireless network, facilitated by Portland General Electric, will streamline automated grid resilience, track field conditions through intelligent sensors and equipment, integrate workers for enhanced employee safety, and provide electric vehicle charging stations for public grid use. This collaborative effort is set to advance the adoption of renewable energy and modernize the grid infrastructure.

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 Attractiveness - Porter's Five Forces Analysis
  • 4.2.1 Bargaining Power of Suppliers
  • 4.2.2 Bargaining Power of Consumers
  • 4.2.3 Threat of New Entrants
  • 4.2.4 Threat of Substitutes
  • 4.2.5 Intensity of Competitive Rivalry
• 4.3 Impact of COVID-19 on the Active Network Management Market

5 MARKET DYNAMICS

• 5.1 Market Drivers
  • 5.1.1 Growth in Renewable Energy Commercialization
  • 5.1.2 Rising Number of Smart City Projects
• 5.2 Market Challenges
  • 5.2.1 High Cost of Upgrading for ANM Technology Deployment

6 MARKET SEGMENTATION

• 6.1 By Type
  • 6.1.1 Software
  • 6.1.2 Services
• 6.2 By Application
  • 6.2.1 Automation
  • 6.2.2 Grid-Asset Monitoring
  • 6.2.3 Real-Time Monitoring
• 6.3 By Geography
  • 6.3.1 North America
    • 6.3.1.1 United States
    • 6.3.1.2 Canada
  • 6.3.2 Europe
    • 6.3.2.1 Germany
    • 6.3.2.2 United Kingdom
    • 6.3.2.3 France
    • 6.3.2.4 Rest of Europe
  • 6.3.3 Asia-Pacific
    • 6.3.3.1 India
    • 6.3.3.2 China
    • 6.3.3.3 Japan
    • 6.3.3.4 Rest of Asia-Pacific
  • 6.3.4 Rest of the World

7 COMPETITIVE LANDSCAPE

• 7.1 Company Profiles*
  • 7.1.1 Schneider Electric SE
  • 7.1.2 Siemens AG
  • 7.1.3 Smarter Grid Solutions Ltd.
  • 7.1.4 General Electric Company
  • 7.1.5 Argand Solutions
  • 7.1.6 Camlin Ltd
  • 7.1.7 Chemtrols Industries Pvt. Ltd
  • 7.1.8 ABB Group

• 7.1.9 Itron Inc
• 7.1.10 SolarWinds
• 7.1.11 Landis+Gyr

8 INVESTMENT ANALYSIS

9 FUTURE OF THE MARKET