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市場調查報告書
商品編碼
1892072

智慧能源計量，全球產業（2024-2032）

Smart Electricity Metering Industry, Global, 2024-2032
出版日期: | 出版商: Frost & Sullivan | 英文 35 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

智慧電錶是數位能源革命的核心驅動力，推動著變革性成長。

這份全球智慧電錶產業研究報告深入分析了最新的市場趨勢，包括對主要全部區域出貨量和相關收入的預測。預計該產業將在2021年至2023年期間基本克服供應鏈中斷的影響，並在整個預測期內保持穩定的成長動能。中國是最大的各國市場，年安裝量約7000萬台。印度預計將成為第二大市場，預計將在超過2.5億戶家庭中大規模部署智慧電錶。雖然歐洲和北美地區的智慧電錶普及率相對較高，但預計許多市場將開始將其電錶升級到第二代技術。

智慧電錶可為家庭能源管理和分析、電動車（EV）整合、本地消費管理、詳細的低壓電網監控、電壓和功率資訊提供、最佳化電力管理、預測性資產維護等提供即時資訊。這些解決方案對於證明公用事業公司在巨量資料和人工智慧（AI）方面的投資是合理的，並能產生及時、可操作的見解非常重要。

Strategic Imperative 8對全球智慧電錶產業的影響

變革性大趨勢

  • 智慧電錶的部署是智慧電網和智慧城市發展的關鍵基礎。能源效率和智慧建築將成為企業把握商機的當務之急。
  • 智慧電網基礎設施將對未來的能源管理產生重大影響，並將透過智慧電錶直接與智慧建築連接。
  • 領先的測量設備製造商正與系統整合商合作，建構從負載管理到收費的綜合電網解決方案組合。

顛覆性技術

  • 數位轉型和智慧技術將是公共產業轉變營運方式、拉近與客戶距離並融入智慧電網環境的關鍵領域。
  • 結合人工智慧驅動的分析，智慧電錶資料可以改善能源需求和再生能源預測，最佳化電網管理，並增強網路監控。

競爭加劇

領先的製造商收購區域性和全球性品牌，以保持競爭力並提供涵蓋產品、解決方案和服務的全方位服務。這導致行業內進一步整合，以抓住競爭激烈且分散化的機會，並透過利用大趨勢（例如智慧城市和物聯網（IoT）機會）來獲得競爭優勢。

什麼時候

  • 未來的智慧電網將是數位智慧能源解決方案的組合，結合集中式和分散式解決方案。
  • 再生能源部署正經歷加速成長：2024年全球發電產業的投資將達到創紀錄的9,614.5億美元，比2023年成長12.3%。這項投資激增將由再生能源產業推動，其中太陽能光電發電和風力發電佔成長的61.3%。
  • 新興和開發中國家需要引進智慧基礎設施和服務，以縮短孵化期。

預測細分

  • 單元：指為先導計畫和政府主導的住宅推廣計畫提供的智慧電錶單元，包括自動抄表（AMR）單元和高階計量基礎設施（AMI）單元。
  • 智慧電錶收入：收入計算方法為：將已出貨的電錶及相關通訊模組數量乘以電錶的平均成本。此收入不包括前端系統、行動裝置管理（MDM）、安裝或網路通訊費用。
  • 通訊模組：通訊模組預測包括射頻網狀網路、電力線通訊、4G/NB-IoT/LTE Cat-M、Sigfox/LoRa、2G/3G蜂巢網路等。報告中提供了這些技術的詳細資訊。

地理區域

  • 北美洲
  • 澳洲、紐西蘭和太平洋島嶼
  • 東協成員國
  • 中國和香港
  • 東亞
  • 歐洲
  • 印度和南亞
  • 拉丁美洲
  • 中東和北非
  • 撒哈拉以南非洲
  • 俄羅斯和獨立國協

成長要素

  • 政府的支持性法規推動關鍵區域市場的智慧電錶普及。強制更換住宅和非住宅非智慧電錶促使公用事業公司安裝智慧電錶。然而，當商業理由不夠充分時，智慧電錶的普及速度往往較為緩慢。對於配電系統營運商（DSO）而言，智慧電錶的普及更多地被視為一種監管要求，而非自主選擇。
  • 高非技術性損耗率促使電力公司投資智慧電錶，包括預付系統。智慧電錶在偵測詐欺和竊盜發揮關鍵作用，有助於保護電力公司的收入，並為電力公司帶來顯著的商業效益。在電網損耗率高的地區，電力公司逐步認知到部署智慧電錶的益處。
  • 智慧電錶是公用事業公司和電網營運商建立未來智慧電網的基礎和關鍵要素。它們利用先進的分析技術，將客戶的電力消耗與電網連接起來，並透過表前和表後應用存取即時資料，實現電網智慧化應用。智慧電錶正被用作分散式分析、網路管理、決策和電網邊緣設備通訊的平台。
  • 智慧電錶透過追蹤系統內詳細的電力流入和流出情況，促進了再生分散式能源（例如太陽能、風能、沼氣、電動車）的生產、儲存和利用的整合。它允許將太陽能和風能產生的剩餘或未使用的電力輸回電網，使消費者能夠享受上網電價補貼（FIT）。智慧電錶支援持續通訊，使電力公司和消費者能夠在尖峰時段和離峰時段進行即時監控。

成長抑制因素

  • 智慧電錶產業持續面臨關鍵電子元件和半導體的全球短缺問題，導致供應鏈瓶頸。儘管公用事業公司需求強勁，但高通膨和新貿易關稅的疊加效應加劇了生產和部署進度的延誤。由於人工智慧和汽車行業等其他行業的需求競爭，專用半導體元件的供應仍然受限。此外，美國、中國、印度和東南亞部分地區等主要市場的新關稅和貿易壁壘推高了元件成本，並使籌資策略更加複雜。同時，較長的前置作業時間和關稅相關成本也延長了交貨時間，尤其對於那些庫存不如大型成熟製造商充足的中小型/新興電錶製造商而言更是如此。儘管公用事業公司繼續優先部署智慧電錶以提高效率和滿足監管要求，但供應鏈瓶頸、成本上升和地緣政治風險等累積壓力限制全球部署的速度和規模，尤其是在中小企業和新興企業中。
  • 如果沒有強制性規定，除非竊盜問題十分嚴重，否則產業計畫電錶的獲利能力很難站得住腳。智慧電錶及其配套的通訊和資料分析產業計畫比傳統電錶高成本得多，在已開發國家，每個終端的成本有時高達200 美元。
  • 技術選擇以及技術和標準核准流程存在不確定性。由於技術和標準監管核准的延遲，主要國家對大規模部署智慧電錶持謹慎態度，導致智慧電錶的推廣速度放緩。此外，個人資料存取的安全疑慮以及客戶對智慧電錶推廣的抵觸情緒，使得許多公共產業在最低標準明確之前仍持觀望態度。
  • 消費者傾向於使用普通電錶。智慧電錶推廣的最大挑戰仍然是成本因素和所需的投資，而這些投資必須與預期收益相符。在某些市場，普通電錶的成本低至 12-15 美元。在電力計量尚未完全普及的國家，安裝普通電錶是最快捷、最簡單的解決方案。然而，隨著許多市場智慧電錶推廣計劃的成本大幅下降，預計這種限制將在預測期內減弱。

主要競爭對手

  • 世界
    • Aclara
    • Dongfang
    • EDMI
    • Enel
    • Iskraemeco
    • Hexing
    • Holley
    • Itron
    • Kaifa
    • Landis+Gyr
    • Linyang
    • Sagemcom
    • Sanxing
    • Wasion
    • XJ Group
  • 澳洲和紐西蘭，太平洋
    • EDMI
    • Landis+Gyr
    • Secure
  • ASEAN
    • Holley
    • Sanxing
    • EDMI
    • Chint
    • Wasion
    • Itron
    • Landis+Gyr
    • Local Chinese Manufacturers
    • Linman
    • Enex Electric
    • Mitsubishi
    • 其他
    • Sagemcom
    • Secure
    • Tatung
  • 撒哈拉以南非洲
    • Landis+Gyr
    • Conlog
    • EDMI
    • ZTE
    • Mojec International
    • Genus
    • Globaltronics
    • Wasion
    • Holley
    • Hexing
    • Chint
    • Inhemeter
    • Iskraemeco
    • Ontec
    • Sagemcom
  • 中國和香港
    • CET
    • Sunrise
    • Sanxing
    • Chint
    • Clou
    • Dongfang
    • Haoningda
    • Hexing
    • Holley
    • Kaifa
    • Landis+Gyr
    • Linyang
    • Local Chinese Manufacturers
    • Longi
    • Nari
    • Ningbo Jiaan
  • 東亞
    • Chungshin
    • EDMI
    • Fuji
    • Iljin
    • Jiu Ding
    • LSIS
    • Mitsubishi
    • Omni
    • PS Tech
    • Tatung
    • Toshiba-Toko
  • 歐洲
    • Sagemcom
    • Grispertise
    • Landis+Gyr
    • Kaifa
    • Sanxing
    • Iskaremico
    • Apator
    • Linyang
    • ADD
    • EDMI
    • Holley
    • EFR
    • Logarex
    • EMH
    • Reallin
    • Kamstrup
    • Itron
  • 印度和南亞
    • Schneider
    • Genus
    • HPL
    • Capital
    • Kimbal Technologies
    • Linkwell
    • AEW
    • Secure
    • BCITS
    • Landis+Gyr
    • Iskaremico
    • Itron
    • Hexing
    • Wasion
    • Bentec

競爭環境

  • 採取行動的公司
    • 生態系內各公司之間的互動與策略決策。
  • 最佳實踐
    • 產業內成功策略和技巧的實例。
  • Frost Radar
    • 評估競爭定位和機會的架構。
  • 發展機會
    • 確定潛在的擴張和創新領域。
  • 生長促進機制
    • 促進和實現生態系內成長的機制。
  • 生態系統
    • 影響市場動態的相互關聯的結構。
  • 轉型
    • 行業慣例和技術應用的變化；

目錄

調查範圍

  • 主要調查結果
  • 分析範圍
  • 區域細分 - 智慧能源市場總量

成長環境：全球智慧電錶產業的轉型

  • 為什麼經濟成長變得越來越困難？
  • The Strategic Imperative 8（TM）
  • Strategic Imperative 8™對全球智慧電錶產業的影響

主要行業趨勢

  • 主要行業趨勢
  • 第二代智慧電錶：全球部署藍圖
  • 公共產業用例的關鍵趨勢
  • 託管服務/AMI即服務趨勢：轉變業務價值
  • 託管服務/AMI即服務趨勢：基於服務的經營模式的關鍵影響
  • 智慧電錶作為電網智慧設備
  • 不斷演進的智慧電錶經營模式
  • 面向邊緣智慧的智慧電錶分析
  • 一項極具未來發展潛力的技術：低功耗廣域網路（LPWAN）。
  • 未來潛在技術 - 先進蜂窩技術

競爭環境

  • 競爭環境
  • 主要競爭對手

成長預測

  • 成長指標
  • 成長要素
  • 成長限制因素
  • 預測考量
  • 各國智慧電錶安裝普及率
  • 收入和出貨量預測
  • 依地區分類的收入預測
  • 依地區分類的出貨量預測
  • 透過通訊技術進行出貨量預測
  • 區域收入和出貨量預測分析
  • 依國家分類的出貨量預測 - 前25個國家/地區
  • 重點市場：全球前25個國家
  • 出貨市場佔有率
  • 全球主要公司

成長機會領域

  • 成長機會1：服務型模式
  • 成長機會2：增強電網智慧
  • 成長機會3：顛覆性創新與打入市場策略

附錄與未來

  • 成長機會帶來的益處和影響
  • 下一步
  • 圖表清單
  • 免責聲明
簡介目錄
Product Code: PG2Z-27

Smart Metering is Driving Transformational Growth as the Core Enabler of the Digital Energy Revolution

This global smart electricity meter industry research provides insights into the latest market developments, including forecasts for unit shipments and associated revenues across all major regions. The industry has largely overcome the supply chain disruptions of 2021 to 2023 and is now set for a consistent growth trajectory for the entire forecast period. China is the largest country market, with approximately 70 million installed per year. India will become the second-largest market, thanks to the mass rollout across over 250 million households. In Europe and North America, the penetration rate of smart metering is relatively high, but many of these markets will start to replace meters with second-generation technologies.

Smart meters provide real-time information for home energy management and analytics, electric vehicle (EV) integration, local consumption management, detailed monitoring of the low-voltage grid, voltage and power information, optimized power management, and predictive asset maintenance. These solutions will be crucial for justifying the big data and artificial intelligence (AI) investments being made by utilities and for generating timely and actionable insights.

The Impact of Strategic Imperative 8 on the Global Smart Electricity Meter Industry

Transformative Mega Trends

  • Smart meter rollouts will be a pivotal cornerstone for the development of smart grids and smart cities. Energy efficiency and smart buildings will be direct priorities for creating business opportunities.
  • Smart grid infrastructure will have a significant influence on the future of energy management and will connect directly with smart buildings across smart meters.
  • Leading metering companies are working alongside system integrators to facilitate a comprehensive grid solution portfolio ranging from load management to billing.

Disruptive Technologies

  • Digital transformation and smart technology will become critical areas, as utility companies transform their businesses to draw closer to the customer and integrate within the smart grid environment.
  • Smart metering data, complemented with AI-powered analytics, will enhance the forecasts of energy demand and renewable energy, optimising grid management, or enhance network monitoring.

Competitive Intensity

Major manufacturers acquire regional and global brands to remain competitive and offer solutions spanning across products, solutions, and services. This is leading to further consolidation within the industry to gain a competitive advantage with a march towards competitive distributed opportunities and capitalising on Mega Trends (smart cities and Internet of Things (IoT) opportunities).

When

  • The future smart grid will be a combination of digital intelligent energy solutions accommodating centralised and decentralised solutions.
  • Renewable energy deployment is experiencing accelerated growth. In 2024, global investment in power generation reached a record high of $961.45 billion, 12.3% growth from 2023. The renewable energy sector led this investment surge, with solar photovoltaic (PV) and wind energy accounting for 61.3% of the increase.
  • Emerging and developing countries will require smart infrastructure and services to accelerate incubation time.

Forecast Segments

  • Unit: This refers to smart meter units supplied for pilot projects and government-mandated deployments or rollouts in residences. This includes automated meter reading (AMR) units and advanced metering infrastructure (AMI) units.
  • Smart Meter Revenue: This is the unit shipment for meters and the accompanying communications module multiplied by the average cost of the meter. It does not include head-end system, MDM, installation and network communications.
  • Communications: The communications modules forecast include RF Mesh, powerline, 4G/NB-IoT/LTE Cat-M, Sigfox/LoRa, 2G/3G Cellular and other. Details of these technologies are provided in the report.

Regional Segments

  • North America
  • Australia, New Zealand, and the Pacific
  • ASEAN member states
  • China and Hong Kong
  • East Asia
  • Europe
  • India and South Asia
  • Latin America
  • Middle East and North Africa
  • Sub-Saharan Africa
  • Russia and the Commonwealth of Independent States (CIS)

Growth Drivers

  • Supportive government legislation and regulations drive rollouts in key geographic markets. Utilities are driven towards smart meter installation when mandated for replacement of residential and non-domestic non-smart meters. Slow pace of smart meter implementation seen when the business case is not always strong enough. Smart meter rollout is not predictably a DSO's choice, but is more of a regulatory agenda.
  • High levels of non-technical losses provide a business case for electricity utilities to invest in smart metering also including prepayment. Smart meters play a significant role in the detection of unauthorized consumption and electricity theft, thereby protecting a utility's revenues, which acts as a powerful business case. Utilities see benefits in smart meter installation in areas where their distribution network's losses are high.
  • Smart meters are the key bedrock component and pivotal for utilities and grid operators to establish-a future smart grid. Use cases to involve high end analytics for grid Intelligence. They establish a link between customers' electricity consumption and the grid through real-time data that can be accessed behind and front of the meter applications. Smart meters being used as platforms for distributed analytics, network management, decision-making, and for device communications at the grid edge.
  • Smart metering facilitates the integration of renewable decentralised energy production, storage, and usage (such as solar, wind, biogas, and EVs) by tracking the detailed inflow and outflow of electricity in the system. It accounts for the surplus and unconsumed energy generated from solar and wind power that gets fed back to the grid, enabling consumers to take advantage of feed-in tariffs (FiTs). Smart meters result in continuous communication, due to which monitoring can be done on a real-time basis during peak and off-peak intervals by grid operators and consumers.

Growth Restraints

  • Supply chain bottlenecks persist in the Smart Electricity Metering Industry due to ongoing global shortages of critical electronic components and semiconductors, with elevated inflation and new trade tariffs compounding delays in production and rollout timelines despite strong utility demand. Specialized semiconductor parts remain in constrained supply as manufacturers face competing demand from sectors like AI and automotive. Additionally, new tariffs and trade barriers in key markets like the US, China, India, and parts of Southeast Asia increase component costs and complicate sourcing strategies. At the same time, long lead times and tariff-related costs extend delivery schedules, particularly for smaller/newer meter manufacturers who lack stockpiles compared to larger incumbents. While utilities continue to prioritize smart meter rollouts for efficiency improvements and regulatory compliance, cumulative pressures from supply chain bottlenecks, rising costs, and geopolitical risks restrict the global pace and scale of deployments, especially for smaller or challenger companies.
  • Lack of a supportive business case if there is no mandate for smart metering. With no mandate, the business case for smart metering can be difficult unless there are high levels of electricity theft. Smart meters and the supporting communications and data analytics infrastructure cost significantly more than conventional metering, with the overall cost reaching $200 per endpoint in developed countries.
  • Uncertainty over the choice of technology and the approval process for technologies and standards. Slowed adoption of smart metering is due to major countries adopting a cautious approach to large-scale rollouts due to delays by regulators in approving technologies and standards. Concerns over security due to access to personalised data and customer backlash to smart meter implementation have also led to a waiting game for many utilities until the minimum standards are well laid out.
  • Preference for basic metering. The pre-eminent challenge for smart metering remains the cost factor and the required investment that can be justified by the expected returns. The cost of a basic electricity meter can be as low as $12 to $15 in some markets. In countries where metering of electricity occurs only partially, installing basic meters is the quickest and easiest available solution. However, with the cost of smart metering projects declining significantly in many markets, the impact of restraint is expected to weaken during the forecast period.

Key Competitors

  • Global
    • Aclara
    • Dongfang
    • EDMI
    • Enel
    • Iskraemeco
    • Hexing
    • Holley
    • Itron
    • Kaifa
    • Landis+Gyr
    • Linyang
    • Sagemcom
    • Sanxing
    • Wasion
    • XJ Group
  • ANZ & Pacific
    • EDMI
    • Landis+Gyr
    • Secure
  • ASEAN
    • Holley
    • Sanxing
    • EDMI
    • Chint
    • Wasion
    • Itron
    • Landis+Gyr
    • Local Chinese Manufacturers
    • Linman
    • Enex Electric
    • Mitsubishi
    • Others
    • Sagemcom
    • Secure
    • Tatung
  • Sub-Saharan Africa
    • Landis+Gyr
    • Conlog
    • EDMI
    • ZTE
    • Mojec International
    • Genus
    • Globaltronics
    • Wasion
    • Holley
    • Hexing
    • Chint
    • Inhemeter
    • Iskraemeco
    • Ontec
    • Sagemcom
  • China and Hong Kong
    • CET
    • Sunrise
    • Sanxing
    • Chint
    • Clou
    • Dongfang
    • Haoningda
    • Hexing
    • Holley
    • Kaifa
    • Landis+Gyr
    • Linyang
    • Local Chinese Manufacturers
    • Longi
    • Nari
    • Ningbo Jiaan
  • East Asia
    • Chungshin
    • EDMI
    • Fuji
    • Iljin
    • Jiu Ding
    • LSIS
    • Mitsubishi
    • Omni
    • PS Tech
    • Tatung
    • Toshiba-Toko
  • Europe
    • Sagemcom
    • Grispertise
    • Landis+Gyr
    • Kaifa
    • Sanxing
    • Iskaremico
    • Apator
    • Linyang
    • ADD
    • EDMI
    • Holley
    • EFR
    • Logarex
    • EMH
    • Reallin
    • Kamstrup
    • Itron
  • India and South Asia
    • Schneider
    • Genus
    • HPL
    • Capital
    • Kimbal Technologies
    • Linkwell
    • AEW
    • Secure
    • BCITS
    • Landis+Gyr
    • Iskaremico
    • Itron
    • Hexing
    • Wasion
    • Bentec

Competitive Environment

  • Companies to Action
    • Engagement and strategic decisions for companies in the ecosystem.
  • Best Practices
    • Examples of successful strategies and methods in the industry.
  • Frost Radar
    • A framework for assessing competitive positioning and opportunities.
  • Growth Opportunities
    • Identifying potential areas for expansion and innovation.
  • Growth Generator
    • Mechanisms that drive and facilitate growth within the ecosystem.
  • Ecosystem
    • The interconnected structure that influences market dynamics.
  • Transformation
    • Shifts in industry practices and technology adoption.

Table of Contents

Research Scope

  • Key Findings
  • Scope of Analysis
  • Regional Segmentation-Total Smart Electricity Market

Growth Environment: Transformation in the Global Smart Metering Industry

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of Strategic Imperative 8™ on the Global Smart Electricity Meter Industry

Key Industry Trends

  • Key Industry Trends
  • Second-Generation Smart Metering: Global Rollout Roadmap
  • Key Trends in Utility Use Cases
  • Trends in Managed Services/Ami-as-a-Service: Business Value Transformation
  • Trends in Managed Services/AMI-as-a-Service: Key Implications of as-a-Service Business Models
  • Smart Meters as Grid Intelligent Devices
  • Evolving Smart Metering Business Models
  • Smart Metering Analytics for Edge Intelligence
  • Potential Technologies of the Future-LPWAN
  • Potential Technologies of the Future-Advanced Cellular

Competitive Environment

  • Competitive Environment
  • Key Competitors

Growth Forecasts

  • Growth Metrics
  • Growth Drivers
  • Growth Restraints
  • Forecast Considerations
  • Smart Meter Installed Level of Penetration by Country
  • Revenue and Unit Shipment Forecast
  • Revenue Forecast by Region
  • Unit Shipment Forecast by Region
  • Unit Shipment Forecast by Communications Technology
  • Revenue and Unit Shipment Forecast Analysis by Region
  • Unit Shipment Forecast by Country-Top 25 Countries
  • Hotspots: Top 25 Global Country Markets
  • Unit Shipments Market Share
  • Key Global Participants

Growth Opportunity Universe

  • Growth Opportunity 1: Service-Based Models
  • Growth Opportunity 2: Increased Grid Intelligence
  • Growth Opportunity 3: Game-Changers and Go-to-Market

Appendix & Next Steps

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