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市場調查報告書
商品編碼
1905004
全球變電站自動化市場:按模組、產品、類型、安裝類型、最終用戶、組件、通訊管道和地區劃分-市場規模、產業趨勢、機會分析和預測(2026-2035 年)Global Substation Automation Market: By Module, Offering, Type, Installation Type, End-user, Component, Communication Channel, Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035 |
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全球變電站自動化市場持續穩定成長,預計到 2025 年將達到約 439.8 億美元。這一成長趨勢預計將在未來十年持續,到 2035 年市場規模預計將成長近一倍,達到約 825.6 億美元。 2026 年至 2035 年的複合年增長率約為 6.50%,反映了持續的需求和對電力基礎設施現代化的持續投資。
推動這一成長的關鍵因素有很多。其中一個關鍵驅動因素是全球電力需求的不斷增長,而這又是由城市化和工業化的加速以及高能耗技術的廣泛應用所推動的。人口成長和經濟發展推動了對可靠高效配電系統的需求,迫使電力公司採用先進的自動化解決方案來提升電網性能。此外,現有的大部分電網基礎設施正在老化,需要進行現代化改造以提高可靠性、減少停電並適應新的能源。
變電站自動化市場呈現高度集中的格局,少數幾家全球產業領導者展開激烈競爭。排名前四名的企業——日立能源、西門子能源、GE Vernova 和施耐德電氣——合計佔了全球約 55% 的市場佔有率。這 "四大巨頭" 不僅憑藉其廣泛的技術專長和全球影響力,還不斷創新,以在不斷變化的行業需求中保持並擴大自身的影響力。
近期,杜拜水電局 (DEWA) 於 2026 年 1 月獲得了一項阿聯酋專利,該專利涉及一種專為變電站自動化應用而設計的饋線輸入/輸出模擬器。這項發明彰顯了杜拜水電局 (DEWA) 致力於推廣智慧電網技術,並透過模擬和測試工具優化變電站運行,從而提升系統可靠性和性能。
與此同時,2025 年 12 月,泰國電力產業迎來了一個重要的里程碑:華為與泰國省級電力局 (PEA) 聯合部署了新一代智慧變電站解決方案。此次合作標誌著泰國電力基礎設施數位化和智慧轉型邁出了重要一步,旨在透過尖端自動化和智慧技術提升電網的效率、可靠性和韌性。
再往前追溯,2025 年 10 月,日立能源入選由英國輸配電網路營運商 SP Energy Networks 牽頭的 FITNESS( "未來智慧輸電網路變電站" )計畫。日立能源與其他合作夥伴共同致力於這項具有遠見卓識的計劃,旨在開發先進的變電站技術,以滿足未來智慧電網的需求。
關鍵成長因素
加速的城市化和工業化進程顯著推動了變電站自動化市場的成長,推動了電力消耗的整體成長。隨著越來越多的人湧入城市,城市迅速擴張,需要對電力基礎設施進行大規模升級和擴建,以滿足居民、商業和公共部門日益增長的電力需求。工業發展進一步加劇了電力需求,因為工廠、製造廠和其他重工業嚴重依賴穩定可靠的電力供應來維持持續運作和提高生產力。這種需求的成長給現有電網帶來了壓力,凸顯了對能夠高效管理、監控和優化配電的先進自動化技術的迫切需求。
新的機會趨勢
重塑變電站自動化市場最具革命性的趨勢之一是虛擬保護、自動化和控制 (vPAC) 系統的出現和快速應用。這種創新方法透過將軟體功能與專用硬體設備解耦,從根本上改變了傳統的變電站自動化模式。傳統上,保護、自動化和控制功能直接嵌入變電站內的專用實體設備中,每個特定任務都需要昂貴的專用設備。然而,借助 vPAC,這些關鍵功能被虛擬化,並作為軟體應用程式在標準的現成伺服器上運行。這為電力公司提供了前所未有的靈活性和可擴展性。
優化障礙
駭客攻擊和未經授權存取關鍵基礎設施的風險日益增加,這是可能阻礙變電站自動化市場成長的重大挑戰。隨著電力系統日益數位化和互聯互通,它們也更容易受到網路攻擊和安全漏洞的侵害。這些威脅的目標是控制系統、通訊網路和資料管理平台,可能導致電力供應嚴重中斷、機密資訊洩露,甚至對實體資產造成損害。這些攻擊的影響遠不止經濟損失,也威脅公共安全和國家安全,對全球電力公司和電網營運商構成重大挑戰。
The global substation automation market is experiencing steady growth, with its valuation reaching approximately USD 43.98 billion in 2025. This upward trajectory is expected to continue over the next decade, with projections estimating the market will nearly double in size to reach around USD 82.56 billion by 2035. This growth corresponds to a compound annual growth rate (CAGR) of about 6.50% during the forecast period from 2026 to 2035, reflecting sustained demand and ongoing investments in modernizing power infrastructure.
Several key factors are driving this expansion. One of the primary drivers is the rising global electricity demand, fueled by increasing urbanization, industrialization, and the proliferation of energy-intensive technologies. As populations grow and economies develop, the need for reliable and efficient power distribution systems becomes more critical, prompting utilities to adopt advanced automation solutions to enhance grid performance. Additionally, much of the existing grid infrastructure is aging and requires modernization to improve reliability, reduce outages, and accommodate new energy sources.
The substation automation market is characterized by a consolidated structure, dominated by a handful of global industry leaders that maintain intense competition among themselves. The market's top four companies-Hitachi Energy, Siemens Energy, GE Vernova, and Schneider Electric-collectively command approximately 55% of the global market share. These "Big Four" not only leverage their extensive technological expertise and global reach but also continuously innovate to maintain and grow their influence amid evolving industry demands.
In recent developments, January 2026 saw the Dubai Electricity and Water Authority (DEWA) securing a UAE patent for a Feeder Input-Output Simulator designed specifically for substation automation applications. This invention highlights DEWA's commitment to advancing intelligent grid technologies and optimizing substation operations through simulation and testing tools that enhance system reliability and performance.
Meanwhile, in December 2025, a significant milestone was achieved in Thailand's power sector when Huawei and the country's Provincial Electricity Authority (PEA) jointly introduced a next-generation intelligent substation solution. This collaboration represents a pivotal step in Thailand's ongoing digital and intelligent transformation of its power infrastructure, aiming to improve grid efficiency, reliability, and resilience through cutting-edge automation and smart technologies.
Earlier, in October 2025, Hitachi Energy was selected to participate in the FITNESS ("Future Intelligent Transmission Network Substation") project led by SP Energy Networks, a UK-based electricity transmission and distribution network operator. Alongside other partners, Hitachi Energy is contributing to this forward-looking initiative aimed at developing advanced substation technologies that support the future needs of intelligent transmission networks.
Core Growth Drivers
The accelerating pace of urbanization and industrialization is significantly contributing to the growth of the substation automation market by driving increased overall power consumption. As more people migrate to urban areas, cities expand rapidly, requiring substantial upgrades and expansions of electrical infrastructure to meet the rising demand for electricity in residential, commercial, and public sectors. The development of industrial zones further amplifies power needs, as factories, manufacturing plants, and other heavy industries rely heavily on a stable and reliable electricity supply to maintain continuous operations and productivity. This growing demand puts pressure on existing grids, underscoring the necessity for advanced automation technologies that can efficiently manage, monitor, and optimize power distribution.
Emerging Opportunity Trends
One of the most transformative trends reshaping the substation automation market is the emergence and rapid adoption of Virtual Protection, Automation, and Control (vPAC) systems. This innovative approach fundamentally changes the traditional model of substation automation by decoupling software functions from specialized hardware devices. Historically, protection, automation, and control functions were embedded directly into dedicated physical equipment within substations, requiring costly, purpose-built devices for each specific task. With vPAC, however, these critical functions are virtualized and run as software applications on standard, off-the-shelf servers, which offers utilities unprecedented flexibility and scalability.
Barriers to Optimization
The growing risks of hacking and unauthorized access to critical infrastructure pose significant challenges that could potentially hamper the growth of the substation automation market. As electrical grids become increasingly digitized and interconnected, they also become more vulnerable to cyberattacks and security breaches. These threats can target control systems, communication networks, and data management platforms, potentially causing severe disruptions to power supply, compromising sensitive information, or even damaging physical equipment. The consequences of such attacks extend beyond economic losses, threatening public safety and national security, which elevates the stakes for utilities and grid operators worldwide.
By Component, hardware components held the leading position. This outcome highlights the capital-intensive reality of modernizing high-voltage infrastructure, where physical equipment remains a fundamental necessity despite advances in digital technologies. Automation systems rely heavily on tangible hardware elements that serve as critical interfaces, connecting the primary high-voltage apparatus-such as transformers, circuit breakers, and switchgear-with the low-voltage digital intelligence that governs monitoring, control, and protection functions.
By Types, distributed substation designs are set to experience the fastest growth in the substation automation market throughout the forecast period, reflecting a significant shift in how electrical grids are managed and controlled. Traditionally, substations have relied heavily on centralized Supervisory Control and Data Acquisition (SCADA) systems, which aggregate data and command functions at a central location. However, this centralized approach is becoming increasingly inadequate in the face of evolving grid dynamics, particularly as the number and diversity of Distributed Energy Resources (DERs) such as solar plants, wind farms, and energy storage systems continue to expand rapidly. The growing complexity and geographic dispersion of these resources demand a more flexible, resilient, and responsive control architecture.
By Installations, new setups, also known as greenfield projects, dominated the substation automation market in 2024. During this period, the majority of capital investment and technological innovation was directed toward building entirely new substations rather than upgrading or retrofitting existing ones. This trend was particularly pronounced in regions such as Asia-Pacific and the Middle East, where rapid economic growth and increasing energy demand have driven the expansion of transmission infrastructure. In these areas, the focus has been on increasing overall grid capacity by constructing new facilities to support the rising load, accommodate new power generation sources, and extend electricity access to underserved populations.
By Module, Intelligent Electronic Devices (IEDs) have emerged as a dominant force within the substation automation market, capturing an impressive 44% share by 2025. These devices have revolutionized the traditional substation design by consolidating the functions of dozens of bulky electromechanical relays into compact, sophisticated microprocessor-based units. This consolidation has led to significant cost savings, particularly by reducing the extensive copper wiring requirements that were characteristic of older systems. By slashing wiring costs by approximately 70%, IEDs have not only made substations more economical to build and maintain but have also simplified the complexity of electrical connections, reducing potential points of failure and maintenance overhead.
By Offering
By Type
By Installation Type
By End-user
By Component
By Communication Channel
By Region
Geography Breakdown