全球租賃發電機市場（2024-2034）

基礎設施的快速發展和緊急電源需求的增加將推動成長

全球發電機租賃市場穩步成長，預計到2024年將達到66.1億美元，到2034年將超過110億美元。推動該成長的是建築、採礦、石油和天然氣、公共產業以及活動等行業對臨時備用電源日益成長的需求。儘管柴油發電機因其可靠性和燃料供應充足，目前仍佔租賃設備的約70-80%，但環境法規推動租賃業者轉向更清潔的替代方案，例如天然氣和混合動力系統，尤其是在已開發地區。北美在銷售方面領先市場，主要受災害復原和基礎設施需求的推動，而東協地區則經歷了最快的成長。

此外，市場見證技術進步，尤其是遠端資訊處理和遠端監控技術的採用。這些創新使得追蹤使用情況和維護變得更加容易。

市場競爭處於中等至激烈，既受到全球目標商標產品製造商（OEM）的影響，也受到Aggreko、United Rentals、Cummins、Caterpillar、Atlas Copco等區域專業廠商的影響。這些公司基於可靠性、車隊規模、服務應對力和環保性能等因素競爭。新興市場正趨向於更經濟實惠的柴油引擎，而已開發市場則越來越關注燃氣和混合動力系統等更清潔的技術。

儘管面臨排放法規趨嚴、燃料價格上漲等挑戰，長期前景仍樂觀。租賃公司豐富其車隊，擴大混合動力產品線，並將租賃發電機定位為全球彈性能源策略的重要組成部分。

收益預測

2024年營收將達到 66.1億美元，2024-2034年研究期內的年複合成長率為 5.5%。

三大戰略重點對租賃發電機產業的影響

顛覆性技術

• 為什麼
• 互聯互通和 5G 的採用將成為發電產業數位化。預測性應用在許多領域都需求旺盛。該技術在建築、資料中心、石油和天然氣、公共產業、醫療保健和公共部門領域前景最為光明。預測性應用和進階分析可以提高靈活性和預期成果。它們還可以透過改善資產控制和利用率來提高營運和資本效率。
• 觀點
• 研究表明，這些技術的廣泛應用至少還需要兩到五年的時間，尤其是在新興地區。大多數全球製造商已經在北美和歐洲使用預測應用程式和高級分析技術。

競爭激烈程度

• 為什麼
• 巨大的資本需求和複雜的物流條件導致了市場碎片化和高進入障礙。目的是提高效率和減少排放的技術進步，加上多樣化的客戶需求，使得企業難以應對價格壓力。隨著資料中心、建築和公共等領域需求的成長，競爭也日益激烈。企業紛紛投資擴大車隊規模、部署數位監控系統並提供低排放氣體產品，以在競爭中脫穎而出。
• 觀點
• 二到五年內，激烈的競爭可能會使全球企業處於不利地位，並導致中小企業錯失可預見的機會。

轉型大趨勢

• 為什麼
• 發電是全球溫室氣體排放的最大貢獻者，佔總排放的25%。排放的迫切性正偏好消費者和政府轉向更清潔的能源來源，許多國家都致力於實現長期淨零碳排放。政府主導的綠色政策、不斷成長的能源消耗以及混合太陽能光伏（PV）和電池儲能方案的進步，都可能推動燃氣發電機行業的成長。
• 觀點
• 預計未來5至7年，燃氣發電機的需求趨勢將推動燃氣業務的發展。隨著柴油技術的成熟，預計到2030年將實現淨零排放，這標誌著這項技術將會普及。

主要競爭對手

• 世界
  • AGGREKO
  • CATERPILLAR
  • CUMMINS
  • ATLAS COPCO
• 北美洲
  • AGGREKO
  • UNITED RENTAL
  • CATERPILLAR
  • CUMMINS
  • GENERAC POWER SYSTEMS
  • SUNBELT RENTAL
• 歐洲、俄羅斯、獨立國協
  • SPEEDY HIRE（英國）
  • RENTAL（荷蘭）
  • PRAMAC（義大利）
  • AGGREKO
  • CATERPILLAR（CAT RENTAL AND CES）
  • CUMMINS
• 中國
  • AGGREKO
  • ATLAS COPCO
  • SHAANXI DIESEL HEAVY INDUSTRY
  • WEICHAI POWER
  • YUCHAI MACHINERY
  • JICHAI POWER EQUIPMENT
• 亞太地區東協東亞
  • NISHIO RENT ALL（JAPAN）
  • AGGREKO
  • KENNARDS HIRE
  • GENSET POWER
  • COATES（FORMERLY COATES HIRE）
  • DENYO
• 印度和南亞
  • AGGREKO
  • ATLAS COPCO
  • POWERCA
  • PERFECT RENTAL POWER SOLUTIONS
  • KIRLOSKAR OIL ENGINES
  • SUDHIR POWER
• 拉丁美洲
  • TECNOGERA（BRAZIL）
  • AGGREKO
  • ENERGYST
  • FINING CAT
  • RENTASUR
  • CUMMINS
• 中東和非洲
  • BYRNE EQUIPMENT RENTAL
  • JUBAILI BROS
  • ALTAAQA GLOBAL
  • RENTAL SOLUTIONS & SERVICES（RSS）
  • GENERAC

促進因素

• 對經濟高效且靈活的備用電源解決方案的需求不斷成長，推動了發電機的銷售。
• 電網故障和停電仍然是發電機租賃行業的重要成長要素。
• 工業的快速成長和都市化增加已開發國家和開發中國家對租賃發電機的需求。
• 隨著客戶日益意識到備用電源的優勢，小型發電機的需求也隨之成長。隨著企業將環境永續性放在首位，人們越來越傾向於永續解決方案，這推動了對低排放和再生能源驅動的租賃發電機的需求。
• 發電機能力和性能的提高，包括先進的預測技術、遠端監控和增強的連接性，增加建築、石油天然氣和採礦業對發電機租賃的吸引力。

成長阻礙因素

• 燃料成本的上漲和波動直接影響營運費用和租賃價格，對傳統租賃模式的成長造成壓力，因為注重成本的客戶尋求更節能和混合的解決方案。
• 全球供應鏈問題，特別是引擎、交流發電機和電控系統，導致前置作業時間更長、成本更高，限制了租賃公司快速擴大和現代化車隊的能力。
• 電池儲存和混合系統的競爭限制了中大型領域的潛力，因為出於監管和公共關係的原因，活動和建築工地通常青睞更安靜、更清潔的替代品。
• 由於現代化車隊需要大量的資本投入，許多中小型企業將難以取代其傳統車隊，限制市場成長。
• 新興國家的監管不確定性導致市場分裂、安全問題以及非官方參與者的競爭，阻礙了市場發展。

目錄

調查範圍

成長環境：發電機租賃產業的轉型

• 為什麼成長變得越來越困難
• 策略要務
• 三大策略要務對租賃發電機產業的影響

租賃發電機產業生態系統

• 競爭環境
• 主要競爭對手

成長動力：全球發電機租賃產業

• 成長指標
• 成長動力
• 成長限制因素
• 預測考慮因素
• 收益預測
• 依燃料類型預測收益
• 各地區收益預測
• 依功率段預測收益
• 依最終用戶預測收益
• 依應用預測收益
• 預測分析
• 競爭概況：Aggreko
• 競爭對手：Caterpillar
• 競爭對手：Cummins
• 競爭概況：Atlas Copco
• 競爭概況：United Rentals

成長動力：全球發電產業 - 區域預測

• 預測分析
• 北美洲
• 歐洲
• 中國
• 印度和南亞
• ASEAN
• ANZ和太平洋地區
• 非洲
• 東亞
• 拉丁美洲
• 中東
• 俄羅斯和獨立國協

成長機會

• 成長機會1：混合與永續電力解決方案
• 成長機會2：物聯網即服務
• 成長機會3：策略競爭對手之間的夥伴關係與合作

附錄與後續步驟

Rapid Infrastructure Development and Increasing Emergency Power Needs Drives Growth

The global rental genset market is experiencing steady growth, valued at $6.61 billion in 2024 and expected to exceed $11 billion by 2034. This growth is driven by the increasing demand for temporary and backup power across sectors such as construction, mining, oil & gas, utilities, and events. Diesel Gensets still make up about 70 to 80% of rental units due to their reliability and fuel availability, but environmental regulations are pushing rental providers towards cleaner alternatives like natural gas and hybrid systems, particularly in developed regions. North America leads the market in revenue, primarily due to its disaster recovery and infrastructure needs. Meanwhile, the ASEAN region is experiencing the fastest growth.

Additionally, the market is witnessing advancements in technology, particularly through the adoption of telematics and remote monitoring. These innovations enable better tracking of usage and maintenance.

The market has moderate to highly competitive intensity, influenced by both global original equipment manufacturers (OEMs) and regional specialists such as Aggreko, United Rentals, Cummins, Caterpillar, and Atlas Copco. These companies compete based on factors like reliability, fleet size, service responsiveness, and environmental performance. While developing regions tend to be fragmented with more affordable diesel units, developed markets are increasingly focusing on cleaner technologies, such as gas and hybrid systems.

Despite challenges such as tightening emission regulations and rising fuel prices, the long-term outlook remains positive. Rental companies are diversifying their fleets and expanding their hybrid offerings, positioning rental Gensets as essential components of resilient energy strategies worldwide.

Revenue Forecast

The revenue estimate for the base year 2024 is $6.61 billion, with a CAGR of 5.5% for the study period 2024-2034.

The Impact of the Top 3 Strategic Imperatives on the Rental Gensets Industry

Disruptive Technologies

• Why
• Connectivity and 5G adoption are the main digitalization enablers of gensets. Predictive applications are in high demand in many segments. The technologies appear most promising in construction, data centers, oil and gas, utilities, healthcare, and the public sector. Predictive applications and advanced analytics can boost flexibility and planned outcomes. They can also increase operational and capital efficiency by improving equipment control and utilization.
• Frost Perspective
• Research indicates that widespread use of the technologies will not occur for at least 2 to 5 years in emerging regions. Most global manufacturers already use predictive applications and advanced analytics from North America and Europe.

Competitive Intensity

• Why
• Market fragmentation and high barriers to entry stem from substantial capital requirements and logistical complexities. Advances in technology aimed at increasing efficiency and reducing emissions, combined with the variability in customer needs, make it challenging to navigate price pressures. As demand rises in sectors such as data centers, construction, and utilities, competition is intensifying. Companies are responding by investing in larger fleets, implementing digital monitoring systems, and offering low-emission products to set themselves apart.
• Frost Perspective
• In 2 to 5 years, intense competition could put global companies at a disadvantage, causing them to miss predictable opportunities to smaller companies.

Transformative Megatrends

• Why
• Electricity generation is the largest source of global greenhouse gas emissions, at 25%. The urgency to reduce emissions is shifting consumer and government preferences toward cleaner energy sources, with many countries targeting net-zero carbon emissions in the long term. Government-led pro-green policies, increased energy consumption, and advancements in hybrid-photovoltaic (PV) and battery storage-options will drive the growth of the gas genset industry.
• Frost Perspective
• Demand trends for gas gensets will likely drive gas businesses in 5-7 years. The leap to net-zero emissions, representing ubiquitous technology adoption, is forecast to happen in 2030 as diesel technologies reach maturity.

Key Competitors

• Global
  • AGGREKO
  • CATERPILLAR
  • CUMMINS
  • ATLAS COPCO
• North America
  • AGGREKO
  • UNITED RENTAL
  • CATERPILLAR
  • CUMMINS
  • GENERAC POWER SYSTEMS
  • SUNBELT RENTAL
• Europe, Russia and CIS
  • SPEEDY HIRE (UK)
  • BOELS RENTAL (NETHERLANDS)
  • PRAMAC (ITALY)
  • AGGREKO
  • CATERPILLAR (CAT RENTAL AND CES)
  • CUMMINS
• China
  • AGGREKO
  • ATLAS COPCO
  • SHAANXI DIESEL HEAVY INDUSTRY
  • WEICHAI POWER
  • YUCHAI MACHINERY
  • JICHAI POWER EQUIPMENT
• ANZ and Pacific ASEAN East Asia
  • NISHIO RENT ALL (JAPAN)
  • AGGREKO
  • KENNARDS HIRE
  • GENSET POWER
  • COATES (FORMERLY COATES HIRE)
  • DENYO
• India and South Asia
  • AGGREKO
  • ATLAS COPCO
  • POWERCA
  • PERFECT RENTAL POWER SOLUTIONS
  • KIRLOSKAR OIL ENGINES
  • SUDHIR POWER
• Latin America
  • TECNOGERA (BRAZIL)
  • AGGREKO
  • ENERGYST
  • FINING CAT
  • RENTASUR
  • CUMMINS
• Middle East & Africa
  • BYRNE EQUIPMENT RENTAL
  • JUBAILI BROS
  • ALTAAQA GLOBAL
  • RENTAL SOLUTIONS & SERVICES (RSS)
  • GENERAC

Growth Drivers

• Increased demand for cost-effective and flexible backup power solutions will drive genset sales.
• Grid failures and power outages continue to be an important growth driver for the rental gensets industry.
• Rapid industrial growth and urbanization are increasing the demand for rental gensets in both developed and developing countries.
• Greater customer awareness about the benefits of backup power will cultivate the need for small gensets. Shift towards sustainable solutions is driving demand for low-emission and renewable energy-powered rental gensets, as companies prioritize environmental sustainability.
• Improvements in genset features and capabilities, such as advanced predictive technologies, remote monitoring, and enhanced connectivity, increase the appeal of rental gensets in the construction, oil and gas, and mining sectors.

Growth Restraints

• Rising fuel costs and volatility directly impact operational expenses and rental prices, pressuring the growth of traditional rental models as cost-sensitive customers increasingly seek more energy-efficient or hybrid solutions.
• Global supply chain issues, particularly concerning engines, alternators, and electronic control units, have resulted in longer lead times and higher costs, limiting rental companies' ability to quickly expand fleets or modernize.
• Competition from battery storage and hybrid systems limits the potential of the medium to large segment, as events and construction often prefer quieter, cleaner alternatives for regulatory and public relations reasons.
• The high capital investment required for fleet modernization limits market growth, as many smaller players struggle to replace their legacy fleets.
• Regulatory uncertainty in developing countries results in market fragmentation, safety concerns, and competition from informal providers, hindering market development.

Table of Contents

Research Scope

• Scope of Analysis
• Definitions
• Geographic Segmentation

Growth Environment: Transformation in the Rental Gensets Industry

• Why Is It Increasingly Difficult to Grow?
• The Strategic Imperative 8
• The Impact of the Top 3 Strategic Imperatives on the Rental Gensets Industry

Ecosystem in the Rental Gensets Sector

• Competitive Environment
• Key Competitors

Growth Generator: Global Rental Gensets Industry

• Growth Metrics
• Growth Drivers
• Growth Restraints
• Forecast Considerations
• Revenue Forecast
• Revenue Forecast by Fuel
• Revenue Forecast by Region
• Revenue Forecast by Power Band
• Revenue Forecast by End User
• Revenue Forecast by Application
• Forecast Analysis
• Competitive Profile: Aggreko
• Competitive Profile: Caterpillar
• Competitive Profile: Cummins
• Competitive Profile: Atlas Copco
• Competitive Profile: United Rentals

Growth Generator: Global Gensets Industry - Regional Forecasts

• Forecast Analysis
• North America Revenue Forecast
• North America Revenue Forecast by Fuel
• Forecast Analysis
• Europe Revenue Forecast
• Europe Revenue Forecast by Fuel
• Forecast Analysis
• China Revenue Forecast
• China Revenue Forecast by Fuel
• Forecast Analysis
• India & South Asia Revenue Forecast
• India & South Asia Revenue Forecast by Fuel
• Forecast Analysis
• ASEAN Revenue Forecast
• ASEAN Revenue Forecast by Fuel
• Forecast Analysis
• ANZ & Pacific Revenue Forecast
• ANZ & Pacific Revenue Forecast by Fuel
• Forecast Analysis
• Africa Revenue Forecast
• Africa Revenue Forecast by Fuel
• Forecast Analysis
• East Asia Revenue Forecast
• East Asia Revenue Forecast by Fuel
• Forecast Analysis
• Latin America Revenue Forecast
• Latin America Revenue Forecast by Fuel
• Forecast Analysis
• Middle East Revenue Forecast
• Middle East Revenue Forecast by Fuel
• Forecast Analysis
• Russia & CIS Revenue Forecast
• Russia & CIS Revenue Forecast by Fuel

Growth Opportunity Universe

• Growth Opportunity 1: Hybrid and Sustainable Power Solutions
• Growth Opportunity 2: IoT as a Service
• Growth Opportunity 3: Partnerships and Collaborations Between Strategic Competitors

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer