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1933185

全球小型模組化反應器市場:市場規模、佔有率、成長率、產業分析、依類型、應用和地區劃分的考量、未來預測(2026-2034)

Small Modular Reactor Market Size, Share, Growth and Global Industry Analysis By Type & Application, Regional Insights and Forecast to 2026-2034

出版日期: | 出版商: Fortune Business Insights Pvt. Ltd. | 英文 106 Pages | 商品交期: 請詢問到貨日

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小型模組化反應器 (SMR) 市場成長驅動因素

隨著對清潔、可靠和靈活的能源解決方案的需求不斷增長,全球小型模組化反應器 (SMR) 市場正穩步發展。預計該市場規模在 2025 年將達到 59.6 億美元,2026 年將成長至 61.3 億美元,到 2034 年將達到 87.7 億美元,預測期內複合年增長率 (CAGR) 為 4.59%。 SMR 是一種緊湊型核反應堆,在工廠設計和製造,然後運輸到運作現場,為商業、工業和建築應用提供電力。 SMR 的最大輸出功率為 300 兆瓦 (MWe),具有高可靠性、高效率和高適應性,使其非常適合現代能源需求。通用電氣是領先的先進模組化反應器解決方案供應商之一,其產品融合了最新的核子技術。

市場動態

驅動因素:

全球對清潔能源日益增長的興趣是小型模組化反應器 (SMR) 市場的主要驅動因素。各國政府越來越重視再生能源和低碳能源,這使得核能成為極具吸引力的解決方案。 SMR 能夠在提供可靠電力的同時,最大限度地減少對環境的影響。此外,工業領域的電力消耗成長也推動了公用事業、資料中心和製造工廠採用 SMR 進行發電。

限制因素:

一個關鍵挑戰是缺乏標準化的 SMR 部署許可和監管框架。設計審批、製造認證和部署成本方面的各種要求正在影響市場成長,營運商在各國都面臨監管審批的延誤。

機會:

全球對資料中心的需求不斷增長,為 SMR 帶來了巨大的機會。隨著人工智慧、雲端運算和高效能工業營運等因素導致電力消耗不斷成長,企業正在考慮採用小型模組化反應器(SMR)技術來高效穩定能源供應。根據國際能源總署(IEA)預測,資料中心預計將在2022年佔全球電力消耗的2%以上,到2026年這一比例將翻倍。

挑戰:

高昂的初始資本成本仍是主要障礙。技術進步、材料成本、勞動成本和通貨膨脹導致一些SMR項目的建設成本波動超過100%。例如,全球目前營運的四座SMR分別位於俄羅斯、中國和日本,其成本遠高於最初的預算。

市場趨勢:

由於其靈活性、低碳排放和可靠性,SMR技術在俄羅斯、中國和阿根廷等國家越來越受到關注。工業和科技公司正擴大採用SMR來確保安全、持續的能源供應。多模組小型模組化反應器 (SMR) 具有可擴展性和運行靈活性,可透過與再生能源整合,實現電網穩定。

新冠疫情的影響

由於工業停工、供應鏈中斷和勞動力短缺,新冠疫情阻礙了 SMR 市場的成長。製造延遲和部件運輸限制暫時阻礙了專案執行。然而,疫情後的復甦和對清潔能源解決方案的重新投資正在再次振興市場。

細分市場分析

依模組劃分:

  • 多模組:到 2026 年將成為主流,市場佔有率將達到 64.35%,並將用於核電站,以實現靈活的高功率能源生產。
  • 單模組:成長速度最快,將用於交通運輸、商業電網、氫氣生產和工業供熱。

依輸出功率劃分:

  • 101-200 MW:全球主流,滿足高工業能源需求。
  • 100 MW 以下:成長最快,應用於樓宇、海水淡化和區域能源供應。
  • 201-300 MW:大容量工業應用領域,成長迅速。

依技術劃分:

  • 水冷式小型模組化反應器 (SMR):由於其高效散熱、運行安靜和寬廣的工作溫度範圍,已成為主流。
  • 氣冷式小型模組化反應器 (SMR):由於其結構緊湊且適用於先進項目,因此成長最快。

依應用領域劃分:

  • 工業:到 2026 年將佔 40.57% 的市場佔有率,成為暖氣、鋼鐵、石化和製造業的主流應用。
  • 發電:受能源需求成長的推動,是全球成長最快的領域。
  • 海水淡化:水淨化應用日益廣泛,尤其是在俄羅斯和中國。

區域趨勢

中國:第二大市場,預計到 2025 年將達到 20.9 億美元。主要得益於國家主導的核能政策和對小型模組化反應器 (SMR) 發展的政治承諾。

俄羅斯:最大的市場,預計到 2024 年將達到 28.2 億美元,主要由發電和工業應用驅動。目前 35MW 的雙反應器用於多種用途,包括緊急發電。

日本:致力於減少對化石燃料的依賴和碳排放,目標是到 2040 年將其核電發電佔有率提高到 20%。

世界其他地區 (ROW):美國、英國、加拿大和澳洲等國家正在投資 35-300 兆瓦的小型模組化反應器 (SMR) 項目,以滿足工業和商業能源需求。

目錄

第一章:引言

第二章:摘要整理

第三章:市場動態

  • 市場驅動因素
  • 市場限制因素
  • 市場機遇

第四章:關鍵考慮因素

  • 主要新興趨勢國家/地區
  • 最新技術進展
  • 監理洞察
  • 波特五力分析
  • 新冠疫情對全球小型模組化反應器市場的影響

第五章 全球小型模組化反應器市場分析:洞察與預測(2021-2034)

  • 主要分析發現
  • 市場分析、洞察與預測:依模組劃分
    • 單模組
    • 多模組
  • 市場分析、洞察與預測:依技術劃分
    • 水冷
    • 氣冷
  • 市場分析、洞察與預測:依輸出功率劃分
    • 100兆瓦以下
    • 101-200兆瓦
    • 201-300兆瓦兆瓦
  • 市場分析、洞察與預測:依應用領域劃分
    • 發電
    • 工業
    • 海水淡化
    • 其他
  • 市場分析、洞察與預測:依國家劃分
    • 俄羅斯
    • 中國
    • 日本
    • 世界其他地區 (ROW)

第六章:競爭分析

  • 公司市佔率分析 (2025)
  • 公司簡介
    • NuScale Power
    • ThorCon Power
    • Terrestrial Energy
    • ARC Nucleare
    • Xenergy
    • Babcock International Group
    • Kurion
    • Westinghouse Electric Company
    • Assystem
    • RollsRoyce plc
    • Oklo Inc.
    • Holtec International
Product Code: FBI101578

Growth Factors of small modular reactor (SMR) Market

The global small modular reactor (SMR) market is steadily gaining traction as the demand for clean, reliable, and flexible energy solutions rises. The market was valued at USD 5.96 billion in 2025, projected to grow to USD 6.13 billion in 2026, and expected to reach USD 8.77 billion by 2034, exhibiting a CAGR of 4.59% during the forecast period. SMRs are compact nuclear reactors, designed and manufactured in workshops, then transported to operational sites to provide electricity for commercial, industrial, and building applications. With outputs up to 300 Megawatt electric (MWe), SMRs offer high reliability, efficiency, and adaptability, making them suitable for modern energy demands. General Electric Company is among the key players providing advanced modular reactor solutions integrated with latest nuclear technology.

Market Dynamics

Drivers:

The rising global focus on clean energy is a major driver for the SMR market. Governments are increasingly emphasizing renewable and low-carbon energy sources, making nuclear energy an attractive solution. SMRs offer reliable electricity with minimal environmental impact. Furthermore, the industrial sector's growing electricity consumption drives the adoption of SMRs for power generation in utilities, data centers, and manufacturing facilities.

Restraints:

A major challenge is the lack of standardized licensing and regulatory frameworks for SMR deployment. The diverse requirements for design approvals, manufacturing certifications, and deployment cost impact the market growth, as operators face delays in regulatory approvals across different countries.

Opportunities:

The growing demand for data centers worldwide provides a significant opportunity for SMRs. With AI, cloud computing, and high-performance industrial operations consuming increasing electricity, businesses are exploring SMR technologies to stabilize energy supply efficiently. According to IEA, data centers accounted for over 2% of global electricity consumption in 2022, expected to double by 2026.

Challenges:

High initial capital costs remain a key barrier. The cost of constructing SMRs has fluctuated over 100% in certain projects, influenced by technological advancements, material costs, labor, and inflation. For instance, the four operational SMRs globally-in Russia, China, and Japan-incurred significantly higher costs than initially estimated.

Market Trends

SMR technologies are gaining traction in countries like Russia, China, and Argentina due to their flexibility, low-carbon output, and reliability. Industries and tech companies increasingly adopt SMRs for secure, continuous energy supply. Multi-module SMRs offer scalability and operational flexibility, allowing integration with renewable sources for grid stability.

Impact of COVID-19

The COVID-19 pandemic disrupted SMR market growth due to industrial shutdowns, supply chain interruptions, and labor shortages. Manufacturing delays and restricted transportation of components temporarily hindered project execution. However, post-pandemic recovery and renewed investments in clean energy solutions have revitalized the market.

Segmentation Analysis

By Module:

  • Multi-module: Dominates with 64.35% share in 2026, used in nuclear plants for flexible, high-output energy production.
  • Single-module: Fastest-growing, used in transportation, commercial grids, hydrogen production, and industrial heating.

By Power Output:

  • 101-200 MW: Dominates globally, meeting high industrial energy demands.
  • Up to 100 MW: Fastest-growing, applied in buildings, desalination, and localized energy supply.
  • 201-300 MW: Growing segment for high-capacity industrial use.

By Technology:

  • Water-cooled SMRs: Dominant due to efficient thermal dissipation, quiet operation, and wide operating temperature range.
  • Gas-cooled SMRs: Fastest-growing due to compact size and adaptability in advanced projects.

By Application:

  • Industrial: Dominant with 40.57% share in 2026, serving heating, steel, petrochemical, and manufacturing sectors.
  • Power Generation: Fastest-growing segment globally, driven by rising energy demand.
  • Desalination: Increasing use in water purification, particularly in Russia and China.

Regional Insights

China: Second-largest market at USD 2.09 billion in 2025, benefiting from state-backed nuclear initiatives and political commitment to SMR development.

Russia: Largest market in 2024 with USD 2.82 billion, driven by energy generation and industrial applications. Current twin reactors of 35 MW serve multiple purposes including emergency power.

Japan: Focus on reducing fossil fuel dependency and carbon emissions, aiming to increase nuclear power's share to 20% by 2040.

Rest of the World: Countries like the U.S., U.K., Canada, and Australia are investing in SMR projects ranging from 35-300 MW, targeting industrial and commercial energy needs.

Competitive Landscape

The global SMR market is highly fragmented, with key players emphasizing technological advancements. Notable companies include NuScale Power (U.S.), ThorCon Power (U.S.), Terrestrial Energy (U.S.), ARC Nucleare (Canada), Xenergy (U.S.), Babcock International (U.K.), Kurion (India), Westinghouse Electric (U.S.), Assystem (France), RollsRoyce (U.K.), Oklo Inc. (U.S.), and Holtec International (U.S.). Strategic collaborations and innovative reactor designs, such as those initiated by Google and Electricite de France in 2024-2025, are fostering market growth.

Conclusion

The global small modular reactor market is projected to grow from USD 5.96 billion in 2025 to USD 8.77 billion by 2034, driven by rising clean energy demand, industrial applications, and multi-module deployment. China and Russia lead in technological adoption, while emerging players like India are investing heavily for future capacity expansion. Despite challenges such as high initial costs and regulatory barriers, SMRs present a reliable, flexible, and low-carbon energy solution poised to transform the global nuclear energy landscape.

Segmentation By Module

  • Multi Module
  • Single Module

By Technology

  • Water Cooled
  • Gas Cooled

By Power Output

  • Up to 100 MW
  • 101 to 200 MW
  • 201 to 300 MW

By Application

  • Power Generation
  • Industrial
  • Desalination
  • Others

By Country

  • Russia
  • China
  • Japan
  • Rest of the World

Table of Content

1. Introduction

  • 1.1. Research Scope
  • 1.2. Market Segmentation
  • 1.3. Research Methodology
  • 1.4. Definitions & Assumptions

2. Executive Summary

3. Market Dynamics

  • 3.1. Market Drivers
  • 3.2. Market Restraints
  • 3.3. Market Opportunities

4. Key Insights

  • 4.1. Key Emerging Trends - For Major Countries
  • 4.2. Latest Technological Advancement
  • 4.3. Insight on Regulatory Landscape
  • 4.4. Porters Five Forces Analysis
  • 4.5. Impact of COVID-19 on the Global Small Modular Reactor Market

5. Global Small Modular Reactor Market (USD Billion) Analysis, Insights, and Forecast, 2021-2034

  • 5.1. Key Findings
  • 5.2. Market Analysis, Insights, and Forecast - By Module
    • 5.2.1. Single Module
    • 5.2.2. Multi Module
  • 5.3. Market Analysis, Insights, and Forecast - By Technology
    • 5.3.1. Water Cooled
    • 5.3.2. Gas Cooled
  • 5.4. Market Analysis, Insights, and Forecast - By Power Output
    • 5.4.1. Up to 100 MW
    • 5.4.2. 101 to 200 MW
    • 5.4.3. 201 to 300 MW
  • 5.5. Market Analysis, Insights, and Forecast - By Application
    • 5.5.1. Power Generation
    • 5.5.2. Industrial
    • 5.5.3. Desalination
    • 5.5.4. Others
  • 5.6. Market Analysis, Insights, and Forecast - By Country
    • 5.6.1. Russia
    • 5.6.2. China
    • 5.6.3. Japan
    • 5.6.4. Rest of World

6. Competitive Analysis

  • 6.1. Company Market Share Analysis, 2025
  • 6.2. Company Profile
    • 6.2.1. NuScale Power
      • 6.2.1.1. Business Overview
      • 6.2.1.2. Product & Services Offerings
      • 6.2.1.3. Recent Developments
      • 6.2.1.4. Financials (Based on Availability)
    • 6.2.2. ThorCon Power
      • 6.2.2.1. Business Overview
      • 6.2.2.2. Product & Services Offerings
      • 6.2.2.3. Recent Developments
      • 6.2.2.4. Financials (Based on Availability)
    • 6.2.3. Terrestrial Energy
      • 6.2.3.1. Business Overview
      • 6.2.3.2. Product & Services Offerings
      • 6.2.3.3. Recent Developments
      • 6.2.3.4. Financials (Based on Availability)
    • 6.2.4. ARC Nucleare
      • 6.2.4.1. Business Overview
      • 6.2.4.2. Product & Services Offerings
      • 6.2.4.3. Recent Developments
      • 6.2.4.4. Financials (Based on Availability)
    • 6.2.5. Xenergy
      • 6.2.5.1. Business Overview
      • 6.2.5.2. Product & Services Offerings
      • 6.2.5.3. Recent Developments
      • 6.2.5.4. Financials (Based on Availability)
    • 6.2.6. Babcock International Group
      • 6.2.6.1. Business Overview
      • 6.2.6.2. Product & Services Offerings
      • 6.2.6.3. Recent Developments
      • 6.2.6.4. Financials (Based on Availability)
    • 6.2.7. Kurion
      • 6.2.7.1. Business Overview
      • 6.2.7.2. Product & Services Offerings
      • 6.2.7.3. Recent Developments
      • 6.2.7.4. Financials (Based on Availability)
    • 6.2.8. Westinghouse Electric Company
      • 6.2.8.1. Business Overview
      • 6.2.8.2. Product & Services Offerings
      • 6.2.8.3. Recent Developments
      • 6.2.8.4. Financials (Based on Availability)
    • 6.2.9. Assystem
      • 6.2.9.1. Business Overview
      • 6.2.9.2. Product & Services Offerings
      • 6.2.9.3. Recent Developments
      • 6.2.9.4. Financials (Based on Availability)
    • 6.2.10. RollsRoyce plc
      • 6.2.10.1. Business Overview
      • 6.2.10.2. Product & Services Offerings
      • 6.2.10.3. Recent Developments
      • 6.2.10.4. Financials (Based on Availability)
    • 6.2.11. Oklo Inc.
      • 6.2.11.1. Business Overview
      • 6.2.11.2. Product & Services Offerings
      • 6.2.11.3. Recent Developments
      • 6.2.11.4. Financials (Based on Availability)
    • 6.2.12. Holtec International
      • 6.2.12.1. Business Overview
      • 6.2.12.2. Product & Services Offerings
      • 6.2.12.3. Recent Developments
      • 6.2.12.4. Financials (Based on Availability)

List of Tables

  • Table 1: Global Small Modular Reactor Market Value (USD Billion) Forecast, By Module, 2021-2034
  • Table 2: Global Small Modular Reactor Market Value (USD Billion) Forecast, By Technology, 2021-2034
  • Table 3: Global Small Modular Reactor Market Value (USD Billion) Forecast, By Power Output, 2021-2034
  • Table 4: Global Small Modular Reactor Market Value (USD Billion) Forecast, By Application, 2021-2034
  • Table 5: Global Small Modular Reactor Market Value (USD Billion) Forecast, By Country, 2021-2034
  • Table 6: Company Market Share Analysis, 2025

List of Figures

  • Figure 1: Global Small Modular Reactor Market Revenue Breakdown (USD Billion, %) by Country, 2025 & 2034
  • Figure 2: Global Small Modular Reactor Market Value Share (%), By Module, 2025 & 2034
  • Figure 3: Global Small Modular Reactor Market Forecast (USD Billion), by Single Module, 2021-2034
  • Figure 4: Global Small Modular Reactor Market Forecast (USD Billion), by Multi Module, 2021-2034
  • Figure 5: Global Small Modular Reactor Market Value Share (%), By Technology, 2025 & 2034
  • Figure 6: Global Small Modular Reactor Market Forecast (USD Billion), by Water Cooled, 2021-2034
  • Figure 7: Global Small Modular Reactor Market Forecast (USD Billion), by Gas Cooled, 2021-2034
  • Figure 8: Global Small Modular Reactor Market Value Share (%), By Power Output, 2025 & 2034
  • Figure 9: Global Small Modular Reactor Market Forecast (USD Billion), by Up to 100 MW, 2021-2034
  • Figure 10: Global Small Modular Reactor Market Forecast (USD Billion), by 101 to 200 MW, 2021-2034
  • Figure 11: Global Small Modular Reactor Market Forecast (USD Billion), by 201 to 300 MW, 2021-2034
  • Figure 12: Global Small Modular Reactor Market Value Share (%), By Application, 2025 & 2034
  • Figure 13: Global Small Modular Reactor Market Forecast (USD Billion), by Power Generation, 2021-2034
  • Figure 14: Global Small Modular Reactor Market Forecast (USD Billion), by Industrial, 2021-2034
  • Figure 15: Global Small Modular Reactor Market Forecast (USD Billion), by Desalination, 2021-2034
  • Figure 16: Global Small Modular Reactor Market Forecast (USD Billion), by Others, 2021-2034
  • Figure 17: Global Small Modular Reactor Market Value (USD Billion), by Country, 2025-2034
  • Figure 18: Global Small Modular Reactor Market Value Share (%), by Country, 2025-2034