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市场调查报告书
商品编码
1876663
智慧电网解决方案市场预测至2032年:按组件、解决方案类型、应用、最终用户和地区分類的全球分析Smart Grid Solutions Market Forecasts to 2032 - Global Analysis By Component, Solution Type, Application, End User, and By Geography |
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根据 Stratistics MRC 的一项研究,预计到 2025 年,全球智慧电网解决方案市场价值将达到 603 亿美元,到 2032 年将达到 1,614 亿美元。
预计在预测期内,智慧电网市场将以15.1%的复合年增长率成长。智慧电网解决方案融合了感测器、通讯、分析和自动化技术,旨在实现电力网路的现代化。它们支援双向电力和资料流,从而提高可靠性、停电响应能力、需求侧管理能力以及分散式能源的整合。电力公司正在利用智慧电錶、先进的配电管理系统和电网边缘智慧技术来优化营运和客户服务。网路安全、互通性和监管奖励正在推动智慧电网的普及应用,而脱碳目标和电气化趋势则推动了对智慧、弹性电网的需求,这种电网能够支持可变可再生能源发电并适应不断变化的消费行为。
根据国际能源总署(IEA)的数据,截至2022年底,电网级电池的总装置容量已达到约28吉瓦。
对可靠且高效电力分配的需求日益增长
电力公司和大型用户正在加速投资智慧电网技术,以减少停电、优化负载平衡并整合可再生能源。感测器、自动开关设备和即时监控能够更快地侦测故障、减少损耗并更准确地预测需求。此外,工业和资料中心用电量的不断增长也要求电网进行升级改造,以满足更高的需求,而无需新建大量输电线路。监管机构和投资者倾向于那些能够显着提高可靠性和效率的计划,这也促进了硬体和自动化系统的采购。
缺乏标准化的规章制度和互通性
缺乏标准化和专有通讯协定使得跨供应商和跨地区的设备、通讯和控制系统整合变得复杂。公用事业公司通常需要客製化适配器和中间件,这增加了实施成本和计划週期。不同司法管辖区的监管方法和认证要求进一步延缓了跨境部署和合作。此外,当产品必须符合多种技术规范时,供应商将面临更大的检验负担和更长的上市时间,这些因素共同抑制了投资并减缓了整合产业。
分散式能源(DER)和电动车的成长
屋顶光电发电、用户侧储能和电动车保有量的快速成长,对双向电力流动和区域平衡解决方案的需求显着增加。分散式能源资源管理系统、智慧逆变器和车网互动(V2G)功能为营运商提供了更大的灵活性,使其能够提供辅助服务并降低尖峰负载。此外,聚合商和电力公司可以透过需量反应和市场参与将灵活容量货币化,从而为平台提供商创造持续的商机,并加速跨网路的整合部署。
网路安全风险与资料隐私问题
随着电网数位化互联程度的不断提高,现场设备、通讯链路和第三方整合方面的漏洞会带来实际的营运和声誉风险。成功的攻击可能导致供电中断、计量资料被篡改以及消费者资料洩露,引发更严格的监管审查,并增加保险和合规成本。此外,公开的安全漏洞事件会加剧公众焦虑,促使电力公司要求采取更严格的安全措施,从而延缓采购流程。这反过来又迫使供应商投入更多资金用于安全工程、身分管理和事件回应。
疫情暴露了公共在韧性方面的不足,并改变了其优先事项,加速了远端监控、自动化和预测性维护的投资,以保护员工并维持服务。儘管供应链中断延缓了一些硬体部署和试点计画的进行,但此次危机也展现了远端营运和云端平台的有效性,并重新运作了对数位化计划的资金投入。总体而言,新冠疫情凸显了远端状态感知、停电缓解技术和自动化现场工作流程的价值,从而增强了智慧电网数位化的商业价值,这些技术可以减少对现场维护的依赖。
预计在预测期内,硬体领域将占据最大的市场份额。
预计在预测期内,硬体领域将占据最大的市场份额,因为智慧电錶、感测器、变压器和保护继电器能够为配电和输电网路提供至关重要的可视性和控制能力。电力公司优先考虑这些切实可行的升级,以减少损耗、提高可靠性并实现需求面管理。大型硬体采购週期通常与长期维护合约相结合,从而为製造商和安装商创造稳定的收入来源。此外,硬体部署还会带动配套的软体和通讯计划,从而提升整体解决方案的价值并巩固多年服务协议。
预计在预测期内,消费领域将实现最高的复合年增长率。
在预测期内,消费领域预计将实现最高成长率,这主要得益于客户参与的提升、对需求侧灵活性的政策支持以及智慧型装置的日益普及。聚合商和公用事业公司现在可以透过协调大规模灵活负载池、电动车充电桩以及提供电网服务,在辅助市场创造价值。此外,云端原生平台和模组化API降低了新进入者的进入门槛,从而促进了创新和伙伴关係。更优的收费系统、奖励和数据存取将鼓励公共产业越来越多地采用以消费者为中心的工具来平衡其电网并推迟高成本的升级改造。
由于成熟的电网现代化项目、智慧电錶的广泛应用以及公共产业为支持大规模部署而投入的大量资金,预计北美将在整个预测期内保持最大的市场份额。强而有力的监管奖励、积极的研发活动以及科技公司与公共产业之间的紧密合作将加速先进配电自动化和分析技术的应用。此外,工业和资料中心的高电力需求将推动提高电力可靠性的紧迫性,而深厚的资本市场和供应商生态系统将促进硬体和软体解决方案的快速扩展。
在预测期内,亚太地区预计将实现最高的复合年增长率,这主要得益于中国、印度和东南亚地区快速的电气化、都市化以及大规模可再生能源併网。电动车的日益普及以及感测器和通讯成本的下降,使得自动化和监控系统的应用更具经济吸引力。此外,本地供应商的竞争力、公私合营以及多边融资正在降低实施风险并加速部署。这些因素,加上庞大的目标人口和积极的政府计划,正在推动智慧电网在全部区域加速普及。
According to Stratistics MRC, the Global Smart Grid Solutions Market is accounted for $60.3 billion in 2025 and is expected to reach $161.4 billion by 2032, growing at a CAGR of 15.1% during the forecast period. Smart grid solutions combine sensors, communications, analytics, and automation to modernize electricity networks. They enable two-way power and data flows, enhancing reliability, outage response, demand management, and integration of distributed energy resources. Utilities use smart meters, advanced distribution management systems, and grid edge intelligence to optimize operations and customer services. Cybersecurity, interoperability, and regulatory incentives influence adoption, while decarbonization goals and electrification trends expand demand for intelligent, resilient grids that support variable renewable generation and evolving consumer behaviors.
According to the IEA, total installed grid-scale battery storage capacity was close to 28 GW at the end of 2022.
Rising demand for reliable and efficient electricity distribution
Utilities and large consumers are accelerating investments in smart grid technologies to reduce outages, optimize load balancing, and integrate renewables. Sensors, automated switches, and real-time monitoring enable faster fault detection, lower losses, and more accurate demand forecasting. Additionally, as industries and data centers use more electricity, the grid needs to be updated to handle higher demand without building a lot of new power lines; regulators and investors prefer projects that clearly improve reliability and efficiency, which supports the purchase of hardware and automation systems.
Lack of standardized regulations and interoperability
Fragmented standards and proprietary protocols complicate integration of devices, communications, and control systems across vendors and regions. Utilities often need custom adapters or middleware, raising implementation costs and project timelines. Inconsistent regulatory approaches and certification requirements across jurisdictions further slow cross-border deployments and partnerships. Additionally, vendors face higher validation burdens and longer time-to-market when products must be adapted to multiple technical regimes, which together dampens investment appetite and slows industry consolidation.
Growth in distributed energy resources (DERs) and electric vehicles
Rapid expansion of rooftop solar, behind-the-meter batteries, and electric vehicle fleets is creating significant demand for solutions that manage two-way power flows and local balancing. DER management systems, smart inverters, and vehicle-to-grid functionality allow operators new flexibility to provide ancillary services and reduce peak stress. Furthermore, aggregators and utilities can monetize flexible capacity through demand response and market participation, creating recurring revenue opportunities for platform providers and accelerating integrated deployments across networks.
Cybersecurity risks and data privacy concerns
As grids become more digitally interconnected, vulnerabilities in field devices, communications links, and third-party integrations pose real operational and reputational risks. Successful attacks can disrupt supply, manipulate measurements, or expose consumer data, prompting stricter regulatory scrutiny and higher insurance and compliance costs. Additionally, well-known security breaches raise public worry and slow down the buying process as utility companies ask for better security measures, leading suppliers to spend more on secure engineering, identity management, and handling incidents.
The pandemic revealed resilience weaknesses and shifted priorities within utilities, accelerating investment in remote monitoring, automation, and predictive diagnostics to protect personnel and maintain service. Supply chain interruptions delayed some hardware rollouts and testing programs, yet the crisis validated remote operations and cloud platforms, prompting renewed funding for digital projects. Overall, Covid-19 strengthened the business case for smart grid digitalization by highlighting the value of remote situational awareness, fault-reduction technologies, and automated field workflows that limit dependence on in-person maintenance.
The hardware segment is expected to be the largest during the forecast period
The hardware segment is expected to account for the largest market share during the forecast period because smart meters, sensors, transformers, and protective relays provide essential visibility and control across distribution and transmission networks. Utilities prioritize these tangible upgrades to reduce losses, improve reliability, and enable demand management. Large procurement cycles for hardware create stable revenue for manufacturers and installers, often bundled with long-term maintenance agreements. Additionally, hardware rollouts catalyze complementary software and communications projects that increase total solution value and lock in multi-year service relationships.
The consumption segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the consumption segment is predicted to witness the highest growth rate, driven by improved customer engagement, policy support for demand flexibility, and widespread smart device penetration. Aggregators and utilities can now orchestrate large pools of flexible loads and EV chargers to provide grid services, unlocking value in ancillary markets. Furthermore, cloud-native platforms and modular APIs reduce deployment friction for new entrants, accelerating innovation and partnerships. As tariffs, incentives, and data access improve, utilities will increasingly deploy consumer-centric tools to balance networks and defer costly upgrades.
During the forecast period, the North America region is expected to hold the largest market share because of mature grid modernization programs, widespread smart meter rollouts, and significant utility capital spending that supports large-scale deployments. Strong regulatory incentives, robust R&D, and close collaboration between technology firms and utilities accelerate adoption of advanced distribution automation and analytics. Moreover, high industrial and data center electricity demand drives urgency for reliability upgrades, while deep capital markets and vendor ecosystems enable rapid scaling of both hardware and software solutions.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR due to rapid electrification, urbanization, and major renewable integration efforts across China, India, and Southeast Asia. Growing EV adoption and falling costs for sensors and communications make automation and monitoring economically attractive. Additionally, competitive regional vendors, public-private partnerships, and multilateral financing lower deployment risks and hasten rollouts. These factors, combined with large addressable populations and aggressive government programs, underpin accelerated smart grid adoption across the region.
Key players in the market
Some of the key players in Smart Grid Solutions Market include Siemens AG, ABB Ltd, Schneider Electric SE, General Electric Company, Itron, Inc., Cisco Systems, Inc., Honeywell International Inc., International Business Machines Corporation, Landis+Gyr Ltd, Eaton Corporation plc, Hitachi Energy Ltd, Xylem Inc., Oracle Corporation, S&C Electric Company, Mitsubishi Electric Corporation, and Johnson Controls International plc.
In March 2025, Honeywell announced a partnership with Verizon Business: Honeywell's smart meters will incorporate Verizon 5G connectivity, supporting remote grid/utility-data access, improved grid resilience and operational effectiveness.
In November 2024, Schneider Electric announced at Enlit Europe the launch of new smart-grid solutions including enhanced wildfire / storm mitigation capabilities, advanced deployment of its Distributed Energy Resource Management System (DERMS), and holistic LV-network monitoring strategies.
In August 2024, GE Vernova (through its Grid Solutions business) launched the GRiDEA portfolio: a suite of SF6-free (and other decarbonization-focused) grid-equipment solutions aimed at decarbonizing transmission/distribution infrastructure.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.