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智慧電網

市場調查報告書

商品編碼

1905023

全球智慧電網市場：按技術、應用和地區分析－市場規模、產業趨勢、機會分析和預測（2026-2035）

Global Smart Grid Market: Analysis By Technology, By Application, Region - Market Size, Industry Dynamics, Opportunity Analysis and Forecast for 2026-2035

出版日期: 2026年01月07日 | 出版商:

Astute Analytica | 英文 240 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

全球智慧電網市場正經歷強勁擴張期，反映出市場對能夠應對現代電網挑戰的先進能源系統的需求日益增長。 2025年，該市場規模將達到525.5億美元，顯示全球對智慧電網技術的投資龐大且應用廣泛。預計未來十年，這一成長動能將顯著加速，到2035年將達到2,591.5億美元。這一成長軌跡意味著2026年至2035年預測期內的複合年增長率將高達17.30%，顯示全球對升級電力基礎設施的濃厚興趣持續存在。

推動市場快速成長的關鍵因素很多。首要催化劑是迫切需要對老化的電力基礎設施進行現代化改造。這些系統大多設計於幾十年前，已無法滿足當今不斷變化的能源需求。現代化改造的重點在於用智慧系統取代過時的設備，以實現即時監控、自動化和數據驅動的決策。同時，風能、太陽能和分散式發電等再生能源的併網正在加速，這需要更智慧的電網解決方案來有效管理這些資源的間歇性和分散性。最後，人們越來越重視提高能源效率，並增強電網抵禦極端天氣、網路威脅和其他挑戰造成的干擾的能力。

市場趨勢

智慧電網市場的競爭格局明顯有利於那些成功採用數位智慧和先進技術的成熟產業領導者。這些公司正在利用其豐富的經驗和資源來滿足對智慧電網解決方案的激增需求。目前，由於普遍存在的容量限制，需求超過了供應。這種供需失衡造成了前所未有的訂單積壓，既反映了公用事業公司和政府迫切需要對其電力基礎設施進行現代化改造，也反映了製造商在快速擴大生產規模方面面臨的挑戰。

主要市場參與者包括西門子、施耐德電機、通用電氣 (GE)、ABB、Itron 和 IBM 等全球性公司。這些公司利用其廣泛的產品組合、技術專長和全球影響力，提供全面的智慧電網解決方案，以滿足全球公用事業公司的多樣化需求。除了這些行業巨頭之外，專業技術供應商也發揮關鍵作用，他們提供的創新技術可以補充和增強領先企業的能力。

智慧電網發展的一個顯著例子是摩洛哥於 2025 年 11 月啟動了非洲首個智慧電網平台，這是確保該國能源未來的決定性一步。這項由國家電力和飲用水公司 (ONEE) 發起並於當月早些時候在電力科學技術中心宣布的開創性舉措，標誌著非洲大陸能源轉型工作取得了重大進展。本計畫由非洲開發銀行資助，投資額超過400萬迪拉姆，不僅彰顯了摩洛哥對永續能源的承諾，也鞏固了摩洛哥在智慧電網創新領域的非洲大陸領先地位。

主要成長驅動因素

推動智慧電網市場快速成長的關鍵因素是風能和太陽能等可變再生能源的爆炸性成長。在環境問題和減少碳排放的政策要求的推動下，這些再生能源正處於全球向更清潔、更永續的能源系統轉型努力的核心。然而，可變再生能源固有的間歇性和不可預測性給電網營運商帶來了巨大挑戰，他們必須即時平衡供需以維持電網的穩定性和可靠性。與提供穩定、可控輸出的傳統發電廠不同，再生能源會隨天氣狀況波動，產生傳統電網基礎設施難以應對的複雜問題。

新機會趨勢

人工智慧 (AI) 和氣候韌性在重塑智慧電網市場方向方面發揮著日益重要的作用。隨著電網變得日益複雜，尤其是在分散式能源興起的情況下，電力公司正轉向生成式人工智慧技術，以更有效地管理這種複雜性。人工智慧的應用正在蓬勃發展，因為這些先進的演算法為電力公司提供了強大的工具，用於優化電網運行、預測需求以及無縫整合各種能源。透過即時分析大量數據，人工智慧能夠實現更智慧的決策，提高營運效率，並幫助電力公司主動應對電網中的波動和中斷。

優化障礙

雖然智慧電網市場隨著連接性和數位化整合的增強而不斷發展，但也增加了遭受網路攻擊的風險，為電力系統帶來了重大風險。雖然提高設備、感測器和通訊網路之間的互聯互通對於提高電網的效率和回應能力至關重要，但同時也擴大了惡意行為者的攻擊面。網路威脅，包括破壞、欺騙和中間人攻擊，正變得日益複雜，並瞄準電網基礎設施的關鍵組件，擾亂運行、竊取敏感資料並造成大範圍停電。

產業價值鏈分析
- 原料供應商
- 製造商
- 經銷商
- 終端用戶
行業展望
- 全球電力生產
- 全球電力消費
PESTLE分析
波特五力分析
- 供應商議價能力
- 買方議價能力
- 替代品威脅
- 新進入者威脅
- 競爭強度
市場成長與展望
- 市場收入估計與預測（2020-2035）
- 價格趨勢分析技術
市場吸引力分析
- 依技術分類
- 依地區分類
可操作的洞見（分析師建議）

第四章：競爭格局概覽

市場集中度
公司佔有率分析（基於價值，2025 年）
競爭格局分析與基準分析

第五章：全球智慧電網市場分析

市場動態與趨勢
- 成長驅動因素
- 限制因素
- 機遇
- 關鍵趨勢
市場規模及預測（2020-2035 年）
- 按技術
  - 進階計量基礎設施 (AMI)
  - 配電管理
  - 變電站自動化
  - 通信
  - 安全
  - 網路管理
- 按應用領域劃分
  - 發電
  - 輸電
  - 配電
  - 用電
- 按地區劃分

第六章：北美智慧電網市場分析

第七章：歐洲智慧電網市場分析

第八章：亞太地區智慧電網市場分析

第九章：中東與非洲智慧電網市場分析

第十章：南美洲智慧電網市場分析

第11章企業簡介

ABB
Aclara
Cisco
Eaton
GE
Honeywell
IBM
Itron
Landis+Gyr
Oracle
S&C;Electric Company
Schneider Electric
Siemens
Wipro Limited
Other Prominent Players

第12章附錄

簡介目錄

Product Code: AA01261637

The global smart grid market is undergoing a period of robust expansion, reflecting the increasing demand for advanced energy systems that can meet the challenges of modern electricity networks. In 2025, the market was valued at USD 52.55 billion, signaling the significant investment and adoption of smart grid technologies worldwide. This momentum is expected to accelerate dramatically over the next decade, with projections indicating that the market will reach a substantial valuation of USD 259.15 billion by 2035. This growth trajectory corresponds to an impressive compound annual growth rate (CAGR) of 17.30% during the forecast period from 2026 to 2035, highlighting the strong and sustained interest in upgrading electrical infrastructure globally.

Several key factors are driving this rapid market growth. A primary catalyst is the urgent need to modernize aging electricity infrastructure, much of which was designed decades ago and is increasingly unable to support today's evolving energy demands. Modernization efforts focus on replacing outdated equipment with intelligent systems that enable real-time monitoring, automation, and data-driven decision-making. Simultaneously, the integration of renewable energy sources such as wind, solar, and distributed generation is accelerating, necessitating smarter grid solutions to efficiently manage the intermittent and decentralized nature of these resources. Finally, there is a growing emphasis on improving energy efficiency and enhancing grid resilience to withstand disruptions caused by extreme weather events, cyber threats, and other challenges.

Noteworthy Market Developments

The competitive landscape of the smart grid market strongly favors established industrial incumbents that have successfully pivoted towards embracing digital intelligence and advanced technologies. These companies are capitalizing on their extensive experience and resources to meet the surging demand for smart grid solutions, which currently outpaces supply due to widespread capacity constraints. This imbalance has resulted in unprecedented order backlogs, reflecting both the eagerness of utilities and governments to modernize their electrical infrastructure and the challenges manufacturers face in scaling production rapidly enough.

Among the key players dominating the market are global giants such as Siemens, Schneider Electric, General Electric (GE), ABB, Itron, and IBM. These corporations leverage their broad portfolios, technological expertise, and global reach to deliver comprehensive smart grid solutions that address the diverse needs of utilities worldwide. Alongside these industrial heavyweights, specialized technology providers also play an important role, offering niche innovations that complement and enhance the capabilities of larger firms.

A notable example of smart grid progress occurred in November 2025, when Morocco took a decisive step toward securing its energy future by launching Africa's first Smart Grid platform. This milestone, initiated by the National Office of Electricity and Drinking Water and unveiled earlier in the month at the Center for Electrical Sciences and Technology, signifies a major leap for the continent's energy transition efforts. The project, funded by the African Development Bank with an investment exceeding four million dirhams, not only underscores Morocco's commitment to sustainable energy but also positions the kingdom as a continental leader in smart grid innovation.

Core Growth Drivers

The primary catalyst driving the rapid growth of the smart grid market is the explosive expansion of variable renewable energy sources such as wind and solar power. These renewables have become central to global efforts to transition toward cleaner, more sustainable energy systems, driven by environmental concerns and policy mandates aimed at reducing carbon emissions. However, the inherently intermittent and unpredictable nature of variable renewables introduces significant challenges for grid operators who must balance supply and demand in real time to maintain stability and reliability. Unlike traditional power plants that provide steady and controllable output, renewable sources fluctuate with weather conditions, creating complexities that conventional grid infrastructure is ill-equipped to handle.

Emerging Opportunity Trends

Artificial Intelligence (AI) and climate resilience are playing increasingly pivotal roles in redefining the trajectory of the smart grid market. As the complexity of electrical grids grows-particularly with the rise of decentralized energy resources-utilities are turning to generative AI technologies to manage this complexity more effectively. The adoption of AI is surging as these advanced algorithms provide utilities with powerful tools to optimize grid operations, forecast demand, and integrate diverse energy sources seamlessly. By analyzing vast amounts of data in real time, AI enables smarter decision-making, which enhances operational efficiency and helps utilities respond proactively to fluctuations and disruptions within the grid.

Barriers to Optimization

As the smart grid market continues to evolve with increased connectivity and digital integration, it also faces growing vulnerabilities to cyberattacks that pose significant risks to power systems. The enhanced interconnectivity between devices, sensors, and communication networks, while essential for improving grid efficiency and responsiveness, simultaneously expands the attack surface for malicious actors. Cyber threats such as jamming, spoofing, and man-in-the-middle attacks have become more sophisticated, targeting critical components of the grid infrastructure to disrupt operations, steal sensitive data, or cause widespread outages.

Detailed Market Segmentation

By Technology, in 2025, Advanced Metering Infrastructure (AMI) emerged as the leading revenue generator within the smart grid market. Traditionally, meters served a straightforward role of recording energy consumption for billing purposes; however, AMI has propelled the industry far beyond this basic function. By integrating two-way communication, real-time data collection, and advanced analytics, AMI has enabled a new paradigm often referred to as "Grid Edge Intelligence." This shift represents a crucial evolution in the way utilities monitor, control, and optimize their networks, especially at the increasingly complex interface between the grid and end-users.

By Application, distribution applications hold a commanding position, capturing approximately 35% of the total market share. This significant share highlights the critical role that distribution-focused solutions play in addressing one of the most complex and existential challenges facing modern electrical grids: managing the increasingly chaotic and bidirectional energy flows that occur across highly fragmented distribution networks. As energy generation becomes more decentralized with the proliferation of distributed energy resources such as rooftop solar panels, electric vehicles, and energy storage systems, traditional one-way power flow models no longer suffice.

Segment Breakdown

By Technology
Advanced Metering Infrastructure
Distribution Management
Substation Automation
Communications
Security
Network Management

By Application

Generation
Transmission
Distribution
Consumption

By Region

North America
The US
Canada
Mexico
Europe
Western Europe
The UK
Germany
France
Italy
Spain
Rest of Western Europe
Eastern Europe
Poland
Russia
Rest of Eastern Europe
Asia Pacific
China
India
Japan
Australia and New Zealand
South Korea
ASEAN
Rest of Asia Pacific
Middle East and Africa
Saudi Arabia
South Africa
UAE
Rest of MEA
South America
Argentina
Brazil
Rest of South America

Geography Breakdown

Asia Pacific stands out as the dominant force in the smart grid market, commanding both the largest market size and the fastest growth trajectory globally. This impressive regional leadership is largely driven by ambitious, state-led digitalization mandates that prioritize the modernization and enhancement of electrical infrastructure. Governments across the Asia Pacific region are vigorously promoting smart grid initiatives to improve energy efficiency, ensure grid reliability, and accommodate the increasing complexity of power systems fueled by the integration of renewable energy sources.
China, in particular, serves as the anchor for regional volume and impact, establishing itself as the renewable integration powerhouse within the Asia Pacific. The country's commitment to expanding and stabilizing its vast renewable energy capacity is exemplified by the State Grid Corporation's massive investment of 650 billion yuan (approximately USD 89 billion) in 2025. This substantial capital infusion is aimed at addressing the physical instability challenges associated with managing an enormous 1,350 gigawatts (GW) of wind and solar power capacity, which was connected to the grid by late 2024. The sheer scale of these renewable assets presents unique operational complexities, requiring advanced solutions to maintain grid stability and prevent disruptions. Consequently, high-voltage transmission infrastructure has become the cornerstone of China's smart grid strategy, enabling efficient long-distance power transfer and integration of variable renewable energy sources.

Leading Market Participants

ABB
Aclara
Cisco
Eaton
GE
Honeywell
IBM
Itron
Landis+Gyr
Oracle
S&C Electric Company
Schneider Electric
Siemens
Wipro Limited
Other Prominent Players

Table of Content

Chapter 1. Executive Summary: Global Smart Grid Market

Chapter 2. Research Methodology & Research Framework

2.1. Research Objective
2.2. Product Overview
2.3. Market Segmentation
2.4. Qualitative Research
- 2.4.1. Primary & Secondary Sources
2.5. Quantitative Research
- 2.5.1. Primary & Secondary Sources
2.6. Breakdown of Primary Research Respondents, By Region
2.7. Assumption for Study
2.8. Market Size Estimation
2.9. Data Triangulation

Chapter 3. Global Smart Grid Market Overview

3.1. Industry Value Chain Analysis
- 3.1.1. Raw Material Suppliers
- 3.1.2. Manufacturers
- 3.1.3. Distributors
- 3.1.4. End Consumers
3.2. Industry Outlook
- 3.2.1. Electricity Production in the World
- 3.2.2. Electricity Consumption in the World
3.3. PESTLE Analysis
3.4. Porter's Five Forces Analysis
- 3.4.1. Bargaining Power of Suppliers
- 3.4.2. Bargaining Power of Buyers
- 3.4.3. Threat of Substitutes
- 3.4.4. Threat of New Entrants
- 3.4.5. Degree of Competition
3.5. Market Growth and Outlook
- 3.5.1. Market Revenue Estimates and Forecast (US$ Mn), 2020-2035
- 3.5.2. Price Trend Analysis, By Technology
3.6. Market Attractiveness Analysis
- 3.6.1. By Technology
- 3.6.2. By Region
3.7. Actionable Insights (Analyst's Recommendations)

Chapter 4. Competition Dashboard

4.1. Market Concentration Rate
4.2. Company Market Share Analysis (Value %), 2025
4.3. Competitor Mapping & Benchmarking

Chapter 5. Global Smart Grid Market Analysis

5.1. Market Dynamics and Trends
- 5.1.1. Growth Drivers
- 5.1.2. Restraints
- 5.1.3. Opportunity
- 5.1.4. Key Trends
5.2. Market Size and Forecast, 2020-2035 (US$ Mn)
- 5.2.1. By Technology
  - 5.2.1.1. Key Insights
    - 5.2.1.1.1. Advanced Metering Infrastructure
    - 5.2.1.1.2. Distribution Management
    - 5.2.1.1.3. Substation Automation
    - 5.2.1.1.4. Communications
    - 5.2.1.1.5. Security
    - 5.2.1.1.6. Network Management
- 5.2.2. By Application
  - 5.2.2.1. Key Insights
    - 5.2.2.1.1. Generation
    - 5.2.2.1.2. Transmission
    - 5.2.2.1.3. Distribution
    - 5.2.2.1.4. Consumption
- 5.2.3. By Region
  - 5.2.3.1. Key Insights
    - 5.2.3.1.1. North America
      - 5.2.3.1.1.1. The U.S.
      - 5.2.3.1.1.2. Canada
      - 5.2.3.1.1.3. Mexico
    - 5.2.3.1.2. Europe
      - 5.2.3.1.2.1. Western Europe
        
        5.2.3.1.2.1.1. The UK
        5.2.3.1.2.1.2. Germany
        5.2.3.1.2.1.3. France
        5.2.3.1.2.1.4. Italy
        5.2.3.1.2.1.5. Spain
        5.2.3.1.2.1.6. Rest of Western Europe
      - 5.2.3.1.2.2. Eastern Europe
        
        5.2.3.1.2.2.1. Poland
        5.2.3.1.2.2.2. Russia
        5.2.3.1.2.2.3. Rest of Eastern Europe
    - 5.2.3.1.3. Asia Pacific
      - 5.2.3.1.3.1. China
      - 5.2.3.1.3.2. India
      - 5.2.3.1.3.3. Japan
      - 5.2.3.1.3.4. South Korea
      - 5.2.3.1.3.5. Australia & New Zealand
      - 5.2.3.1.3.6. ASEAN
        
        5.2.3.1.3.6.1.1. Indonesia
        5.2.3.1.3.6.1.2. Malaysia
        5.2.3.1.3.6.1.3. Thailand
        5.2.3.1.3.6.1.4. Singapore
        5.2.3.1.3.6.1.5. Rest of ASEAN
      - 5.2.3.1.3.7. Rest of Asia Pacific
    - 5.2.3.1.4. Middle East & Africa
      - 5.2.3.1.4.1. UAE
      - 5.2.3.1.4.2. Saudi Arabia
      - 5.2.3.1.4.3. South Africa
      - 5.2.3.1.4.4. Rest of MEA
    - 5.2.3.1.5. South America
      - 5.2.3.1.5.1. Argentina
      - 5.2.3.1.5.2. Brazil
      - 5.2.3.1.5.3. Rest of South America

Chapter 6. North America Smart Grid Market Analysis

6.1. Market Dynamics and Trends
- 6.1.1. Growth Drivers
- 6.1.2. Restraints
- 6.1.3. Opportunity
- 6.1.4. Key Trends
6.2. Market Size and Forecast, 2020-2035 (US$ Mn)
- 6.2.1. By Technology
- 6.2.2. By Application
- 6.2.3. By Country

Chapter 7. Europe Smart Grid Market Analysis

7.1. Market Dynamics and Trends
- 7.1.1. Growth Drivers
- 7.1.2. Restraints
- 7.1.3. Opportunity
- 7.1.4. Key Trends
7.2. Market Size and Forecast, 2020-2035 (US$ Mn)
- 7.2.1. By Technology
- 7.2.2. By Application
- 7.2.3. By Country

Chapter 8. Asia Pacific Smart Grid Market Analysis

8.1. Market Dynamics and Trends
- 8.1.1. Growth Drivers
- 8.1.2. Restraints
- 8.1.3. Opportunity
- 8.1.4. Key Trends
8.2. Market Size and Forecast, 2020-2035 (US$ Mn)
- 8.2.1. By Technology
- 8.2.2. By Application
- 8.2.3. By Country

Chapter 9. Middle East & Africa Smart Grid Market Analysis

9.1. Market Dynamics and Trends
- 9.1.1. Growth Drivers
- 9.1.2. Restraints
- 9.1.3. Opportunity
- 9.1.4. Key Trends
9.2. Market Size and Forecast, 2020-2035 (US$ Mn)
- 9.2.1. By Technology
- 9.2.2. By Application
- 9.2.3. By Country

Chapter 10. South America Smart Grid Market Analysis

10.1. Market Dynamics and Trends
- 10.1.1. Growth Drivers
- 10.1.2. Restraints
- 10.1.3. Opportunity
- 10.1.4. Key Trends
10.2. Market Size and Forecast, 2020-2035 (US$ Mn)
- 10.2.1. By Technology
- 10.2.2. By Application
- 10.2.3. By Country