![]() |
市场调查报告书
商品编码
1859720
电网智慧和智慧电力基础设施市场预测至2032年:按组件、基础设施层级、通讯技术、智慧功能、部署环境、最终用户和区域分類的全球分析Grid Intelligence & Smart Power Infrastructure Market Forecasts to 2032 - Global Analysis By Component, Infrastructure Layer, Communication Technology, Intelligence Function, Deployment Environment, End User and By Geography |
||||||
根据 Stratistics MRC 的数据,全球电网智慧和智慧电力基础设施市场预计到 2025 年将达到 299.1 亿美元,到 2032 年将达到 661.2 亿美元,预测期内复合年增长率为 12.0%。
由电网智慧驱动的智慧电力基础设施正在变革现代化电网,专注于提升效率、可靠性和环境友善性。该基础设施利用人工智慧、物联网和即时分析技术,主动管理和优化能源供应。自动化监控、智慧感测器和预测性维护能够快速回应需求变化、系统故障和潜在停电。它还能实现可再生能源、电池储能和分散式发电的平稳接入,最大限度地减少能源损耗,确保电力供应稳定。透过结合自动化、分析和自适应控制,电网智慧正在将传统电网转变为动态、弹性且永续的网络,既能满足日益增长的能源需求,又能支援清洁、智慧的电力生态系统。
国际能源总署(IEA)预测,由于数位化、电网扩建和现代化改造的迫切需求,2023年全球电网投资将达到创纪录的3,370亿美元。该机构强调,借助感测器、智慧电錶和自动化等数位技术,智慧电网对于整合波动性较大的再生能源、提高电网可靠性以及增强需求面灵活性至关重要。
可靠电力的需求日益增长
全球电力需求的不断增长推动了电网智慧化和智慧电力基础设施的发展。工业的加速成长、城市扩张和数位转型加剧了能源消耗,凸显了高效电网运作的重要性。智慧型系统能够实现持续监控、自动故障管理和快速回应,从而确保可靠的电力供应,并将中断次数降至最低。这种可靠性对于医疗保健、製造业和资料中心等行业至关重要,因为停机可能导致重大损失。自适应电网解决方案还有助于管理尖峰负载、防止停电并维持稳定的电压等级。随着企业和消费者对不间断电力供应的依赖日益加深,智慧电网对于满足这些需求、同时提升整体运作效能和效率至关重要。
高昂的初始投资成本
电网智慧化和智慧电力基础设施的高昂前期成本是限制市场发展的主要因素。部署智慧电錶、智慧感测器、自动化系统和基于人工智慧的平台需要大量资金,这对电力公司,尤其是欠发达地区的电力公司来说,构成了挑战。维修现有电网以适应这些先进技术会增加财务压力。持续的维护、软体升级和组件整合费用进一步推高了成本。小规模的电力公司和预算紧张的地区可能会推迟或放弃智慧电网投资。这些财务挑战限制了智慧电网的快速普及,减缓了全球从传统电网向智慧、自适应和高效能源系统的转型,从而影响了市场成长潜力。
扩大可再生能源併网
包括太阳能、风能和水力发电在内的可再生能源的日益普及,为电网智慧和智慧电力基础设施创造了巨大的发展机会。智慧电网有助于将这些可变能源来源平稳地併入现有电网,从而维持稳定且有效率的电力供应。预测分析、自动化控制和先进的储能技术正在帮助电力公司有效率地平衡供需。智慧电网解决方案透过支持环境永续性并减少对石化燃料的依赖,与全球清洁能源倡议相契合。随着越来越多的国家采纳可再生能源政策,对能够管理分散式可再生能源的智慧基础设施的需求预计将显着增长,这将为全球技术供应商带来丰厚的利润前景。
科技快速过时
人工智慧、物联网、自动化和能源管理领域的快速技术创新对电网智慧和智慧电力基础设施构成潜在威胁。最尖端科技可能迅速使现有系统、设备和软体过时,导致频繁升级和额外投资。电力公司和技术供应商可能难以跟上不断变化的标准、整合通讯协定和硬体要求。这种过时会增加营运成本、引发相容性问题并缩短基础设施的使用寿命。采用最新技术的需求还可能造成预算紧张、计划延期,并导致实施效果不佳。如何在技术进步与成本效益之间取得平衡仍然是智慧电网市场相关人员面临的关键挑战。
新冠疫情对电网智慧化和智慧电力基础设施市场造成了重大衝击,导致供应链中断、计划延期,以及全球对智慧型能源解决方案的投资放缓。限制措施和封锁导致智慧电錶、感测器和自动化设备等关键零件的产量下降。电力公司也面临劳动力短缺,导致安装、升级和维护工作延误。然而,疫情凸显了建立强大、灵活且智慧的电力系统以维持远端营运、数位化服务和关键医疗基础设施的必要性。因此,復苏工作更加重视电网现代化、数位整合以及对智慧基础设施的投资,以确保全球能源供应的可靠性、高效性和韧性。
预计在预测期内,物联网和低功耗广域网路细分市场将成为最大的细分市场。
预计在预测期内,物联网和低功耗广域网路(LPWAN)领域将占据最大的市场份额。低功率广域网路(LPWAN)技术,包括LoRaWAN和NB-IoT,因其能源效率高、覆盖范围广以及能够同时处理大量设备等优点,成为智慧电网部署的首选。这些特性使得LPWAN技术非常适合远端监控、资产管理和环境资料撷取等任务,而这些任务对于智慧电网的有效运作至关重要。此外,物联网设备的日益普及也推动了该领域市场份额的成长。
预计在预测期内,住宅社区细分市场将实现最高的复合年增长率。
预计在预测期内,住宅社区领域将实现最高成长率。这一快速成长主要得益于消费者对节能日益增长的兴趣、智慧家居设备的广泛应用以及屋顶太阳能电池板和储能係统等可再生能源解决方案的普及。政府的奖励和促进能源效率的政策也进一步推动了这一趋势。随着住宅越来越希望降低能源成本并减少对环境的影响,住宅领域正经历快速扩张,其市场成长速度远超其他领域。
预计北美将在预测期内占据最大的市场份额。推动其领先地位的关键因素包括旨在升级老旧电网系统的大规模投资、有利的监管政策以及强大的技术基础设施。美国正投入大量资金来增强电网的韧性并促进再生能源来源的併网。电动车的日益普及以及对可靠高效能能源解决方案需求的不断增长,也进一步巩固了该地区在智慧电网领域的地位。这些因素共同作用,使北美成为智慧电网创新和实施领域的全球领导者。
预计亚太地区在预测期内将呈现最高的复合年增长率。这一快速成长归功于快速的都市化、工业扩张以及政府大力推动能源系统升级等因素。中国、印度和日本等国正投入大量资源部署智慧电网技术,以提高能源效率、促进可再生能源併网并增强电网韧性。此外,不断增长的电力需求和对永续能源解决方案的需求正在加速全部区域智慧电网基础设施的部署。因此,亚太地区正在崛起为全球智慧电网领域的主导力量。
According to Stratistics MRC, the Global Grid Intelligence & Smart Power Infrastructure Market is accounted for $29.91 billion in 2025 and is expected to reach $66.12 billion by 2032 growing at a CAGR of 12.0% during the forecast period. Smart Power Infrastructure powered by Grid Intelligence marks a transformative shift in modern electricity networks, emphasizing efficiency, dependability, and eco-friendliness. These infrastructures employ AI, IoT, and real-time analytics to actively manage and optimize energy distribution. Automated monitoring, intelligent sensors, and predictive maintenance allow rapid responses to demand changes, system faults, and potential outages. They also enable smooth integration of renewable energy, battery storage, and decentralized generation, ensuring consistent power delivery with minimal energy loss. By combining automation, analytics, and adaptive control, grid intelligence evolves conventional grids into dynamic, resilient, and sustainable networks, capable of meeting growing energy demands while supporting a cleaner and smarter power ecosystem.
According to the IEA, global investment in electricity grids reached a record $337 billion in 2023, driven by the urgent need for digitalization, grid expansion, and modernization. The agency emphasizes that smart grids-enabled by digital technologies like sensors, smart meters, and automation-are essential for integrating variable renewables, improving reliability, and enabling demand-side flexibility.
Rising demand for reliable power
Rising electricity demand worldwide is driving the need for Grid Intelligence and Smart Power Infrastructure. Accelerated industrial growth, urban expansion, and digital transformation have heightened energy consumption, emphasizing the importance of efficient grid operations. Intelligent systems enable continuous monitoring, automated fault management, and rapid response, ensuring reliable power supply with minimal interruptions. Such reliability is critical for sectors like healthcare, manufacturing, and data centers, where downtime can lead to major disruptions. Adaptive grid solutions also help manage peak loads, prevent outages, and maintain consistent voltage levels. As businesses and consumers increasingly rely on uninterrupted electricity, smart grids are essential to meet these expectations while enhancing overall operational performance and efficiency.
High initial investment costs
The substantial upfront costs associated with Grid Intelligence and Smart Power Infrastructure act as a major market restraint. Implementing smart meters, intelligent sensors, automated systems, and AI-based platforms demands significant capital, which can be challenging for utilities, particularly in less-developed areas. Retrofitting existing grids to accommodate these advanced technologies increases financial pressures. Continuous expenses for maintenance, software upgrades, and component integration further amplify costs. Smaller utilities or budget-constrained regions may postpone or forego smart grid investments. These financial challenges limit rapid adoption and slow the transition from conventional electricity networks to intelligent, adaptive, and efficient energy systems worldwide, affecting market growth potential.
Expansion of renewable energy integration
Rising deployment of renewable energy, including solar, wind, and hydroelectric power, creates substantial growth opportunities for Grid Intelligence and Smart Power Infrastructure. Smart grids facilitate smooth incorporation of these variable energy sources into existing networks, maintaining consistent and efficient electricity delivery. Predictive analytics, automated controls, and advanced energy storage help utilities effectively balance supply and demand. By supporting environmental sustainability and decreasing dependency on fossil fuels, intelligent grid solutions align with global clean energy initiatives. With nations increasingly adopting renewable energy policies, the requirement for smart infrastructure capable of managing decentralized renewable resources is expected to grow significantly, presenting lucrative prospects for technology providers worldwide.
Rapid technological obsolescence
Rapid innovation in AI, IoT, automation, and energy management presents a potential threat to Grid Intelligence and Smart Power Infrastructure. Cutting-edge technologies can quickly make existing systems, devices, and software outdated, necessitating frequent upgrades and additional investments. Utilities and technology vendors may face difficulties keeping up with changing standards, integration protocols, and hardware requirements. This obsolescence increases operational expenses, creates compatibility issues, and shortens the effective lifespan of infrastructure. The need to adopt the latest technology can strain budgets, delay projects, or result in suboptimal implementations. Balancing technological advancement with cost-effectiveness remains a significant challenge for stakeholders in the smart grid market.
The COVID-19 outbreak significantly affected the Grid Intelligence and Smart Power Infrastructure market by causing supply chain disruptions, postponing projects, and slowing investment in smart energy solutions globally. Restrictions and lockdown measures reduced the production of critical components such as smart meters, sensors, and automation equipment. Utilities also faced workforce shortages, delaying installations, upgrades, and maintenance work. However, the pandemic underscored the need for robust, adaptive, and intelligent power systems to sustain remote operations, digital services, and critical healthcare infrastructure. Consequently, recovery efforts have led to increased emphasis on grid modernization, digital integration, and enhanced investment in smart infrastructure to secure reliable, efficient, and resilient energy supply worldwide.
The IoT & LPWAN segment is expected to be the largest during the forecast period
The IoT & LPWAN segment is expected to account for the largest market share during the forecast period. Low Power Wide Area Network (LPWAN) technologies, including LoRaWAN and NB-IoT, are favored for smart grid implementations because of their energy efficiency, extensive coverage, and capacity to handle numerous devices simultaneously. These features make LPWAN technologies ideal for tasks such as remote monitoring, asset management, and environmental data collection, which are essential for the effective functioning of smart grids. Additionally, the increasing proliferation of IoT devices contributes to the growing prominence of this segment within the market.
The residential communities segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the residential communities segment is predicted to witness the highest growth rate. This surge is attributed to rising consumer interest in energy conservation, the widespread adoption of smart home devices, and the incorporation of renewable energy solutions such as rooftop solar panels and battery storage systems. Government incentives and policies promoting energy efficiency further bolster this trend. As homeowners increasingly aim to lower energy expenses and minimize environmental impact, the residential sector is experiencing rapid expansion, leading in market growth compared to other segments.
During the forecast period, the North America region is expected to hold the largest market share. Key drivers of this leadership include extensive investments aimed at upgrading outdated grid systems, favorable regulatory policies, and a strong technological infrastructure. In the United States, significant funding has been allocated to bolster grid resilience and facilitate the integration of renewable energy sources. The rising adoption of electric vehicles and the increasing demand for dependable and efficient energy solutions further bolster the region's position in the smart grid sector. Collectively, these factors establish North America as a global leader in smart grid innovation and implementation.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR. This surge is attributed to factors such as rapid urbanization, industrial expansion, and proactive government policies focused on upgrading energy systems. Nations like China, India, and Japan are dedicating substantial resources to the deployment of smart grid technologies to boost energy efficiency, facilitate the integration of renewable energy, and enhance grid resilience. Furthermore, the escalating electricity demand and the imperative for sustainable energy solutions are accelerating the implementation of smart grid infrastructures throughout the region. Consequently, Asia-Pacific is emerging as a dominant force in the global smart grid sector.
Key players in the market
Some of the key players in Grid Intelligence & Smart Power Infrastructure Market include Itron, Hitachi, ABB, Schneider Electric, Honeywell, Siemens, General Electric, IBM, Cisco, Oracle, Enel X, LEM, Ericsson, Eaton and Landis+Gyr.
In October 2025, Itron, Inc. has announced its definitive agreement to acquire Urbint, Inc., a Miami-based, privately held Software Company. This acquisition marks a significant step for Itron as it continues to expand its portfolio and leverage advanced technologies to help utilities navigate the evolving energy and infrastructure landscape. The acquisition is valued at $325 million and will be funded using Itron's available cash. The transaction is expected to close in the fourth quarter of 2025.
In October 2025, ABB has been awarded a contract by SSAB to deliver the main electrical infrastructure for the steelmaker's new fossil-free mini-mill in Lulea, Sweden. The order includes the design, supply, installation and commissioning of the main power distribution, ensuring reliable delivery of electricity across all areas of the new site. The project represents a major step in SSAB's transformation to fossil-free steel production.
In July 2025, Hitachi Energy announces a new deal worth up to $700 million USD with E.ON to deliver transformers across the German energy grid to bolster energy security, resilience and affordability in the country. The deal is part of a new procurement initiative by E.ON for core grid expansion components. As part of the long-term agreement, Hitachi Energy will leverage its footprint, investments, and partnerships to reserve capacity and lead industry efforts to address the global shortage in transformers, a critical component of power grid infrastructure.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.