![]() |
市场调查报告书
商品编码
1843464
2025年全球公用事业通讯市场报告Utility Communication Global Market Report 2025 |
||||||
近年来,公用事业通讯市场规模呈现强劲成长,从2024年的224.5亿美元成长到2025年的241.8亿美元,复合年增长率达7.7%。这段历史时期的成长可归因于电网现代化措施、需量反应计画、网路安全问题、客户参与计画、监管合规要求以及公共产业营运的全球化。
预计未来几年,公用事业通讯市场将快速成长,到2029年市场规模将达到390亿美元,复合年增长率(CAGR)为12.7%。预测期内的成长主要受互联互通程度提高、分散式能源利用增加、智慧城市建设、对环境永续性的关注以及电网分散化等因素驱动。预测期内的关键全球趋势包括5G技术的应用、与物联网设备的整合、全球标准合作、人工智慧在电网管理中的应用以及用于预测性维护的数据分析。
公用事业通讯涵盖了透过联网数据点在公用事业供应商和最终用户之间建立双向通讯管道的程序。这些网路透过促进即时情境察觉和控制,在提高电力传输的可靠性和韧性方面发挥关键作用。
公用事业通讯中主要采用两种技术:有线通讯和无线通讯。有线通讯是指透过实体连接在设备之间交换资料。这种方法利用乙太网路或光纤电缆在点对点之间传输电讯号。有线通讯适用于公共和私营公用事业部门,并包含硬体和软体等关键组件。有线通讯广泛应用于电力传输和分配、石油天然气等产业,服务对象涵盖住宅、商业和工业等各类终端用户。
美国在2025年春季突然提高关税及其引发的贸易摩擦,对资讯科技产业,特别是硬体製造、资料基础设施和软体部署领域,产生了重大影响。进口半导体、电路基板和网路设备的关税上涨,推高了高科技公司、云端服务供应商和资料中心的生产和营运成本。在全球范围内采购笔记型电脑、伺服器和消费电子产品零件的公司,面临更长的前置作业时间和价格压力。同时,对专用软体征收的关税以及主要国际市场的报復性措施,扰乱了全球IT供应链,并降低了海外对美国製造技术的需求。为了应对这些挑战,该产业正在加大对国内晶片生产的投资,扩大供应商网络,并利用人工智慧驱动的自动化技术来增强韧性,更有效地控製成本。
这份公用事业通讯市场研究报告是商业研究公司最新报告系列的一部分,提供公用事业通讯市场统计数据,例如全球市场规模、区域份额、竞争对手及其市场份额、详细的市场细分、市场趋势以及公用事业通讯行业的商机。这份公用事业通讯市场研究报告对该行业的现状和未来发展趋势进行了详细分析,为您提供所需的一切全面观点。
未来五年12.7%的预测成长率较我们先前对该市场的预测略微下降0.4%。这一下降主要归因于美国与其他国家之间的关税影响。由于对电网运作中使用的安全通讯模组和现场设备征收关税,市场可能面临成本压力,尤其是当这些模组和设备来自中国和台湾等有影响力的国家时。此外,相互关税以及日益加剧的贸易紧张局势和限制对全球经济和贸易造成的负面影响,也将使这种影响更加广泛。
未来几年,对智慧电网日益增长的需求预计将推动公用事业通讯市场的成长。智慧电网是一种电力网络,它整合了自动化、通讯和资讯技术系统,用于监控从供电点到用电点的电力流动,并能够即时调整电力流动以匹配供电或应对负载削减。对营运效率日益增长的需求正在推动智慧电网的需求。这些输电网路促进了分散式智慧感测器、分散式发电、即时测量、计量基础设施和监控系统的应用,从而在公共产业和消费者之间提供即时营运资讯。例如,法国电力公司Enedis(负责管理配电网路)在2022年9月发布的数据显示,由于公寓大楼电动车充电基础设施建设的活性化,年度投资将从2022年的44亿欧元增加到2032年的50亿欧元以上,并在2027年达到55亿欧元的峰值。因此,对智慧电网日益增长的需求正在推动公用事业通讯市场的扩张。
预计能源消费量的成长将进一步推动公用事业通讯市场的发展。能源消费量是指特定係统或实体在特定时限内所使用的总能量。它衡量的是执行各种活动、为设备供电以及支援流程所消耗的能量。公用事业通讯在优化和管理各行业的能源消耗方面发挥关键作用。它实现了公用事业供应商和消费者之间的即时通讯,从而能够有效地监控、控制和调整能源分配。智慧电网是公用事业通讯的关键组成部分,它利用先进技术收集能源消耗模式数据,识别低效率环节,并及时回应需求变化。透过获得准确的能源使用资讯,消费者可以做出明智的决策,在用电尖峰时段减少消费量,并采取节能措施。例如,美国能源资讯署(EIA)—美国联邦统计机构—在2023年4月发布的报告显示,2022年可再生能源的生产和消费均达到历史新高,分别约占总能源产量的13%(13.40千万亿千瓦时)和总能源消费量的13%(13.1800亿千瓦时)。此外,2022年水力发电和地热能的使用量比2021年增加了4%。因此,能源消费的成长正在推动公用事业和通讯市场的发展。
技术进步是推动公用事业通讯市场发展的关键趋势。私人公司在工业5G网路领域的创新,利用基地台和天线等专用硬体和软体,打造客製化的无线通讯系统,进而提升工业环境中的控制、安全性和效能。例如,总部位于德国的科技公司西门子于2023年9月宣布,将把5G技术整合到其公用事业通讯解决方案中,以改善智慧电网系统。透过利用5G技术,西门子正在推动边缘运算和人工智慧技术的快速应用,这些技术对于预测性维护和电网自动化至关重要。西门子将利用5G技术促进智慧电网内部的即时数据交换,从而优化效能和决策。凭藉其5G系统,西门子将增强电网自动化和远端控制能力,使公用事业公司能够更有效率地管理故障检测和负载平衡等复杂操作。
公用事业通讯市场的主要参与者正在建立伙伴关係,以巩固其市场地位。策略性业务伙伴关係是指两个或多个商业营业单位之间建立的结构化关係,通常透过一项或多项商业协议或合约来确立。例如,2023年10月,日本塑胶製造商工业)与LATYS Intelligence Inc.达成合作。此次合作旨在为Wi-Fi、5G和6G领域的下一代通讯开发无线网路解决方案。 LATYS Intelligence Inc.是一家总部位于加拿大的无线基础设施公司。
2022年8月,总部位于美国的通讯设备、软体和系统服务供应商摩托罗拉解决方案公司收购了巴雷特通讯公司,具体金额未揭露。此次收购增强了摩托罗拉解决方案公司的产品组合,提升了其在国际市场的地位,并重申了其在关键任务通讯创新和领导地位的承诺。巴雷特通讯公司是一家总部位于澳洲的公司,专门提供战术高频、甚高频和商用高频通讯设备。
公用事业通讯市场由提供配电管理、远端保护、监控与资料撷取 (SCADA)、能源管理、停电管理、智慧电錶和变电站自动化等服务的营业单位所产生的收入所构成。市场价值包括服务供应商销售的或包含在其服务产品中的相关产品的价值。公用事业通讯市场还包括用于提供公用事业通讯服务的光纤、可程式逻辑控制器 (PLC) 和乙太网路的销售。该市场的价值为“出厂价”,即商品製造商或生产商销售的商品价值,无论销售对像是其他营业单位(包括下游製造商、批发商、经销商和零售商)还是直接销售给最终客户。该市场中的商品价值还包括商品製造商销售的任何相关服务。
Utility communications encompass the procedures dedicated to establishing interactive communication channels between utility providers and end-users throughout the networked data points in use. These networks play a vital role in enhancing transmission reliability and resilience by facilitating real-time situational awareness and control.
Two primary technologies employed in utility communication are wired and wireless systems. Wired communication involves data exchange among devices through physical connections. This method utilizes ethernet and fiber-optic cables to transmit electrical signals between points. It finds applications in both public and private utility sectors and consists of essential components such as hardware and software. Wired communication is deployed across various sectors including transmission and distribution, as well as within industries like oil and gas. It caters to diverse end-users including residential, commercial, and industrial entities.
Note that the outlook for this market is being affected by rapid changes in trade relations and tariffs globally. The report will be updated prior to delivery to reflect the latest status, including revised forecasts and quantified impact analysis. The report's Recommendations and Conclusions sections will be updated to give strategies for entities dealing with the fast-moving international environment.
The sharp rise in U.S. tariffs and the ensuing trade tensions in spring 2025 are having a significant impact on the information technology sector, especially in hardware manufacturing, data infrastructure, and software deployment. Increased duties on imported semiconductors, circuit boards, and networking equipment have driven up production and operating costs for tech companies, cloud service providers, and data centers. Firms that depend on globally sourced components for laptops, servers, and consumer electronics are grappling with extended lead times and mounting pricing pressures. At the same time, tariffs on specialized software and retaliatory actions by key international markets have disrupted global IT supply chains and dampened foreign demand for U.S.-made technologies. In response, the sector is ramping up investments in domestic chip production, broadening its supplier network, and leveraging AI-powered automation to improve resilience and manage costs more effectively.
The utility communication market research report is one of a series of new reports from The Business Research Company that provides utility communication market statistics, including utility communication industry global market size, regional shares, competitors with a utility communication market share, detailed utility communication market segments, market trends and opportunities, and any further data you may need to thrive in the utility communication industry. This utility communication market research report delivers a complete perspective of everything you need, with an in-depth analysis of the current and future scenario of the industry.
The utility communication market size has grown strongly in recent years. It will grow from $22.45 billion in 2024 to $24.18 billion in 2025 at a compound annual growth rate (CAGR) of 7.7%. The growth in the historic period can be attributed to grid modernization initiatives, demand response programs, cybersecurity concerns, customer engagement programs, regulatory compliance requirements, globalization of utility operations.
The utility communication market size is expected to see rapid growth in the next few years. It will grow to $39 billion in 2029 at a compound annual growth rate (CAGR) of 12.7%. The growth in the forecast period can be attributed to increased interconnectivity, rise in distributed energy resources, smart city initiatives, focus on environmental sustainability, grid decentralization. Major trends in the forecast period include adoption of 5g technology, integration with IoT devices, global collaboration on standards, artificial intelligence in grid management, data analytics for predictive maintenance.
The forecast of 12.7% growth over the next five years reflects a modest reduction of 0.4% from the previous estimate for this market. This reduction is primarily due to the impact of tariffs between the US and other countries. This market may experience cost pressures due to tariffs on secure communication modules and field devices used in grid operations, particularly if sourced from high-impact countries like China or Taiwan. The effect will also be felt more widely due to reciprocal tariffs and the negative effect on the global economy and trade due to increased trade tensions and restrictions.
The growing demand for smart grids is projected to drive the utility communication market's growth in the coming years. A smart grid is an electrical network that incorporates automation, communication, and information technology systems, allowing it to monitor power flows from supply points to consumption sites and regulate the power flow or limit the load in real time to align with the supply. The rising need for operational efficiency has increased the demand for smart grids. These grids facilitate the use of distributed smart sensors, distributed power generation, real-time measurements, metering infrastructure, and monitoring systems, providing real-time operational information between utilities and consumers. For example, in September 2022, statistical data released by Enedis, a France-based utility company managing the electricity distribution network, indicated plans to boost its annual investments from €4.4 billion in 2022 to over €5 billion by 2032, peaking at €5.5 billion in 2027 due to heightened construction of electric vehicle charging infrastructure in condominiums. Thus, the growing demand for smart grids is propelling the utility communication market's expansion.
The anticipated rise in energy consumption is expected to further drive the growth of the utility communication market. Energy consumption refers to the total energy utilized over a specific timeframe within a given system or entity. It measures the amount of energy consumed to perform various activities, power devices, or support processes. Utility communication plays a crucial role in optimizing and managing energy consumption across different sectors. By enabling real-time communication between utility providers and consumers, it allows for efficient monitoring, control, and coordination of energy distribution. Smart grids, a key element of utility communication, use advanced technologies to gather data on energy consumption patterns, pinpoint inefficiencies, and facilitate timely responses to demand changes. Consumers benefit from accurate information about their energy usage, empowering them to make informed decisions to reduce consumption during peak periods or implement energy-saving practices. For instance, in April 2023, a report from the U.S. Energy Information Administration (EIA), a US federal statistical agency, revealed that renewable energy production and consumption reached record highs in 2022, comprising approximately 13% (13.40 quads) of total energy production and 13% (13.18 quads) of total energy consumption. Additionally, both hydropower generation and geothermal energy usage experienced a 4% increase in 2022 compared to 2021. Consequently, the rise in energy consumption is driving the utility communication market.
Technological advancements have become significant trends gaining traction in the utility communication market. Innovations in private industrial 5G networks employ specialized hardware and software, such as base stations and antennas, enabling companies to create customized wireless communication systems that enhance control, security, and performance in industrial environments. For example, in September 2023, Siemens, a technology company based in Germany, announced the integration of 5G into its utility communication solutions to improve smart grid systems. By leveraging 5G technology, Siemens facilitates the quicker deployment of edge computing and AI technologies, which are essential for predictive maintenance and grid automation. Siemens uses 5G to promote real-time data exchange within smart grids, optimizing both performance and decision-making. With its 5G-enabled systems, Siemens enhances grid automation and remote control capabilities, allowing utilities to manage complex operations such as fault detection and load balancing more efficiently.
Key players in the utility communication market are forming partnerships to reinforce their market positions. A strategic business partnership refers to a structured relationship between two or more commercial entities, typically established through one or more business agreements or contracts. For instance, in October 2023, Sekisui Chemical, a Japan-based plastics manufacturer, partnered with LATYS Intelligence Inc. This collaboration aims to create wireless networking solutions for Wi-Fi, 5G, and next-generation telecommunications in the 6G field. LATYS Intelligence Inc. is a Canada-based company specializing in wireless infrastructure.
In August 2022, Motorola Solutions, a telecommunications equipment, software, and systems services provider based in the US, acquired Barrett Communications for an undisclosed sum. This acquisition enhances Motorola Solutions' portfolio and strengthens its presence in international markets, reaffirming its commitment to innovation and leadership in mission-critical communications. Barrett Communications is an Australia-based company that specializes in providing tactical high-frequency, extremely high-frequency, and commercial high-frequency communications equipment.
Major companies operating in the utility communication market are Schneider Electric SE, Siemens Aktiengesellschaft, General Electric Company, DIGI International Inc., ZTE Corporation, Cisco Systems Inc., Black & Veatch Holding Company, Valiant Communications Limited, ABB Ltd., Omicron Electronics GmbH, Hitachi Energy Ltd., Motorola Solutions Inc., Milsoft Utility Solutions Inc., Honeywell International Inc., Rockwell Automation Inc., Texas Instruments Incorporated, Power Systems Engineering Inc., Fujitsu Limited, Xylem Inc., Itron Inc., Trilliant Holding Inc., Nokia Corporation, RAP Data Communications Ltd., SmartMark Communications LLC, Smarter Grid Solutions Ltd., Robert Bosch GmbH, LG Corporation, Emerson Electric Co., Yokogawa Electric Corporation, Inductive Automation LLC, AVEVA Group PLC, Tatsoft LLC, Advantech Co. Ltd., Mitsubishi Electric Corporation
Asia-Pacific was the largest region in the utility communication market share in 2024. The regions covered in the utility communication market report are Asia-Pacific, Western Europe, Eastern Europe, North America, South America, Middle East, Africa.
The countries covered in the utility communication market report are Australia, Brazil, China, France, Germany, India, Indonesia, Japan, Russia, South Korea, UK, USA, Canada, Italy, Spain.
The utility communication market consists of revenues earned by entities by providing distribution management, tele-protection, supervisory control and data acquisition (SCADA), energy management, outage management, smart metering, and substation automation. The market value includes the value of related goods sold by the service provider or included within the service offering. The utility communication market also includes sales of optical fiber, PLC (programmable logic controller) and ethernet that are used in providing utility communication services. Values in this market are 'factory gate' values, that is the value of goods sold by the manufacturers or creators of the goods, whether to other entities (including downstream manufacturers, wholesalers, distributors and retailers) or directly to end customers. The value of goods in this market includes related services sold by the creators of the goods.
The market value is defined as the revenues that enterprises gain from the sale of goods and/or services within the specified market and geography through sales, grants, or donations in terms of the currency (in USD, unless otherwise specified).
The revenues for a specified geography are consumption values that are revenues generated by organizations in the specified geography within the market, irrespective of where they are produced. It does not include revenues from resales along the supply chain, either further along the supply chain or as part of other products.
Utility Communication Global Market Report 2025 from The Business Research Company provides strategists, marketers and senior management with the critical information they need to assess the market.
This report focuses on utility communication market which is experiencing strong growth. The report gives a guide to the trends which will be shaping the market over the next ten years and beyond.
Where is the largest and fastest growing market for utility communication ? How does the market relate to the overall economy, demography and other similar markets? What forces will shape the market going forward, including technological disruption, regulatory shifts, and changing consumer preferences? The utility communication market global report from the Business Research Company answers all these questions and many more.
The report covers market characteristics, size and growth, segmentation, regional and country breakdowns, competitive landscape, market shares, trends and strategies for this market. It traces the market's historic and forecast market growth by geography.
The forecasts are made after considering the major factors currently impacting the market. These include the technological advancements such as AI and automation, Russia-Ukraine war, trade tariffs (government-imposed import/export duties), elevated inflation and interest rates.