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市場調查報告書
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1690703

東南亞國協能源儲存：市場佔有率分析、產業趨勢與成長預測（2025-2030 年）

ASEAN Energy Storage - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

東南亞國協的能源儲存市場規模預計在2025年為35.5億美元，預計到2030年將達到49.2億美元，預測期內（2025-2030年）的複合年成長率為6.78%。

東協儲能市場-IMG1

2020年，受新冠疫情影響，柬埔寨、印尼、緬甸、菲律賓、越南等國的多個發電工程暫停建設，未來幾年新增發電容量可能落後於計畫。市場的主要驅動力是住宅和商業/工業領域對不斷電系統的需求不斷增加。然而，預計在預測期內，在東協地區建立大型能源儲存設施所需的大量資金將成為市場發展的一大限制因素。

關鍵亮點

  • 由於電動車市場的擴張以及住宅和商業領域對不間斷電源的需求不斷成長，預測期內電池市場可能會顯著成長。
  • 根據《巴黎協定》，世界各國正努力提高可再生能源在能源結構中的比重。例如，印尼已設定目標，2050年將可再生能源的比例提高到31%。太陽能等可再生能源的興起很可能在不久的將來為能源儲存設施帶來機遇，因為它可以為無法連接國家電網的偏遠農村地區提供電力。
  • 菲律賓在 2021 年佔據了最大的市場佔有率，預計在預測期內將繼續保持相同的趨勢。

東南亞國協能源儲存市場趨勢

電池能源儲存領域預計將顯著成長

  • 電池能源儲存系統（BESS）是東南亞國協一個快速崛起的市場領域。預計可再生能源消耗的增加將在預測期內大幅推動對 BESS 的需求。然而，儘管鋰離子電池和BESS技術的成本下降，但人為的低關稅水平和石化燃料補貼預計會使BESS技術在東南亞國協市場上的競爭力下降。
  • 作為提高能源效率和減少該國港口排放計劃的一部分，新加坡將於 2022 年 7 月安裝一套大型電池系統。 2MW/2MWh 電池能源儲存系統(BESS) 已安裝在巴西班讓碼頭，該碼頭是新加坡港務集團營運的四大主要設施之一。它也是智慧電網管理系統的一部分，該系統將使港口業務的能源效率提高 2.5%，並每年減少港口的二氧化碳排放1,000 噸（二氧化碳當量）。
  • 在東協地區，印尼可再生能源裝置容量成長迅速。到 2022 年，這一數字將達到 12,481 兆瓦，與前一年同期比較增加 8%，比 2013 年增加約 51%。 2023 年，Total Eren SA 將與印尼電力公司 PLN 合作建造 Tanah Laut計劃，該項目將整合一個 70 兆瓦的風電場和 10 兆瓦時的電池儲能系統。此類計劃的開發必將在預測期內推動東南亞國協能源儲存市場的成長。
  • 同樣，2022 年 6 月，總部位於新加坡的能源和城市發展集團勝科集團開始在裕廊島建造一個 200MWh 的電池儲存系統。新加坡能源市場管理局（EMA）於 5 月發布了一份意向書（EOI），計劃建造 200MW 和 200MWh 的電池。
  • 因此，鑑於上述情況，預計電池能源儲存領域在預測期內將大幅成長。

菲律賓可望主導市場

  • 可再生能源發電是一種間歇性電力來源，因此有必要儲存多餘的發電量。該國的目標是到2030年使可再生能源佔其發電結構的35％，到2040年達到50％，這相當於到2030年風能和太陽能約15吉瓦。截至2022年，菲律賓的可再生能源裝置容量將達到約7,670兆瓦，其中大部分將是水力發電和地熱能。
  • 對可再生能源計劃的投資可能會為該國的能源儲存市場鋪平道路。 2023年，菲律賓能源部（DOE）推出了新的能源儲存市場規則和措施，此前一個月，政府允許外國企業100%擁有可再生能源資產。改革後，中國企業集團承諾在菲律賓可再生和能源領域投資137億美元。
  • 2022年，SN Aboitiz電力集團（SNAP）完成了位於伊莎貝拉省拉蒙市Magat水力發電廠的20MW容量BESS計劃的最終投資決策。該國正在開發類似的計劃，這將有助於發展東協的能源儲存市場。
  • 2022年4月，菲律賓投資者所有的電力公司Aboitiz Power和挪威可再生能源集團Scatec與日立能源簽署了一份EPC契約，將建設一個20兆瓦/20兆瓦時的電池儲能系統，目標是在2024年運作。兩家公司的合資企業SN Aboitiz Power Group（SNAP）已對位於菲律賓北部伊莎貝拉省拉蒙的360兆瓦馬加特水電站的電池儲能系統（BESS）計劃做出最終投資決定。
  • 由於所有這些原因，預計菲律賓將在預測期內主導東南亞國協能源儲存市場。

東南亞國協能源儲存產業概況

東南亞國協的能源儲存市場區隔程度適中。市場的主要企業包括（不分先後順序）GS Yuasa Corporation、Wartsila Oyj Abp、比亞迪、SEC Battery Company 和 NGK Insulators Ltd.

其他福利

  • Excel 格式的市場預測 (ME) 表
  • 3個月的分析師支持

目錄

第1章 引言

  • 研究範圍
  • 市場定義
  • 調查前提

第2章執行摘要

第3章調查方法

第4章 市場概述

  • 介紹
  • 2028 年市場規模與需求預測
  • 近期趨勢和發展
  • 政府法規和政策
  • 市場動態
    • 驅動程式
      • 住宅、商業和工業消費者對電力的需求不斷成長
      • 非計劃停電和電網不穩定推動對能源儲存解決方案的需求
    • 限制因素
      • 缺乏投資可能會阻礙能源儲存市場的成長
  • 供應鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭對手之間的競爭強度

第5章市場區隔

  • 類型
    • 抽水蓄能發電
    • 電池儲存系統
    • 其他
  • 應用
    • 住宅
    • 商業和工業
  • 地區
    • 印尼
    • 越南
    • 菲律賓
    • 馬來西亞
    • 其他東南亞國協

第6章 競爭格局

  • 併購、合資、合作與協議
  • 主要企業策略
  • 公司簡介
    • GS Yuasa Corporation
    • Wartsila Oyj Abp
    • BYD Co. Ltd.
    • SEC Battery Company
    • Contemporary Amperex Technology Co. Ltd.（CATL）
    • NGK Insulators Ltd.
    • LG Chem Ltd.

第7章 市場機會與未來趨勢

  • 政府提高可再生能源產能的長期舉措
簡介目錄
Product Code: 71018

The ASEAN Energy Storage Market size is estimated at USD 3.55 billion in 2025, and is expected to reach USD 4.92 billion by 2030, at a CAGR of 6.78% during the forecast period (2025-2030).

ASEAN Energy Storage - Market - IMG1

In 2020, due to the COVID-19 pandemic, many power projects were halted because of pandemic, namely in Cambodia, Indonesia, Myanmar, Philippines, and Vietnam, which is likely to cause the capacity additions to fall behind schedule in the coming years. The primary driver for the market includes the rising demand for uninterrupted power supply in both residential, and commercial and industrial sectors. However, the requirement of high capital to set up a large-scale energy storage facility in ASEAN region is expected to act as a major restraint for the market studied during the forecast period..

Key Highlights

  • With the expansion of the electric vehicle market and growing demand for uninterrupted power supply, both in the residential and commercial sectors, batteries are likely to witness significant growth in the market during the forecast period.
  • In line with the Paris agreement, countries around the globe are putting effort to increase renewable energy share in its energy mix. For instance, Indonesia has set a target to increase its renewable share to 31% by 2050. An increase in renewable energy like solar PV to power isolated grids in rural villages, inaccessible to the national grid, is likely to create an opportunity for the energy storage facilities in the near future.
  • Philippines held the largest market share in 2021 and is expected to continue the same trend during the forecast period.

ASEAN Energy Storage Market Trends

Battery Energy Storage Segment Expected to Witness Significant Growth

  • Battery Energy Storage Systems (BESS) is a rapidly emerging market segment in ASEAN countries. The rise in renewable energy consumption is expected to boost BESS demand during the forecast period significantly. However, despite the falling costs of lithium-ion batteries and BESS technology, artificially low tariff levels and fossil fuel subsidies are expected to reduce the competitiveness of BESS technologies in the ASEAN market.
  • In July 2022, a large-scale battery system was installed in Singapore as part of a project to increase energy efficiency and reduce emissions from the country's seaports. The 2 MW/2MWh battery energy storage system (BESS) was deployed at Pasir Panjang Terminal, one of four major facilities operated by PSA Singapore. It is also part of the smart grid management system, which can improve the energy efficiency of port operations by 2.5 percent and reduce the port's carbon footprint by 1,000 metric tonnes of CO2 equivalent per year.
  • In the ASEAN region, Indonesia is witnessing rapid growth in renewable energy installed capacity. It stood at 12481 MW in 2022, an increase of 8% from the previous year and approx 51% from 2013. In 2023, Total Eren SA got associated with PLN, an Indonesian power utility, to construct The Tanah Laut project consisting of a 70 MW wind power plant integrated with a 10 MWh Battery Energy Storage System that would produce approx. 158 GWh of electricity. The development of such projects would undoubtedly help the ASEAN energy storage market to grow in the forecast period.
  • Similarly, In June 2022, Singapore-based energy and urban development group Sembcorp began building 200 MWh of battery storage systems on Jurong Island. The Singapore Energy Markets Authority (EMA) issued an expression of interest (EOI) in May to build 200 MW and 200 MWh of battery storage.
  • Therefore, owing to the above points, the battery energy storage segment is expected to grow significantly during the forecast period.

Philippines Expected to Dominate the Market

  • Renewable energy is an intermittent source that requires storage for surplus electricity generation. The country is targeting renewables to make up 35% of the generation mix by 2030 and 50% by 2040, which equates to about 15 GW of wind and solar by 2030. The Philippines has about 7670 MW of installed renewable energy capacity as of 2022, where the majority of that is hydroelectric and geothermal energy.
  • Investments in renewable energy projects likely pave the way for energy storage markets in the country. In 2023, the Philippines Department of Energy (DOE) devised new market rules and policies for energy storage, a month after the government permitted 100% foreign ownership of renewable energy assets. Following the reform, a group of Chinese companies committed to investing USD 13.7 billion in the country's renewable and energy sectors.
  • In 2022, SN Aboitiz Power Group (SNAP) completed its final investment decision for a BESS project of 20 MW capacity located at the Magat Hydropower plant in Ramon, Isabela. 'The energy storage project is expected to commence operation in 2024. Similar projects are being developed in the country, which would benefit the development of the energy storage market in ASEAN.
  • In April 2022, Philippines investor-owned utility AboitizPower, and Norwegian renewables group Scatec signed an EPC agreement with Hitachi Energy for it to build a 20 MW/20MWh battery storage system, set to go online in 2024. The joint venture (JV) between the companies, SN Aboitiz Power Group (SNAP), has made the final investment decision on the battery energy storage system (BESS) project at the 360 MW Magat hydropower plant in Ramon, Isabela, in the north Philippines.
  • Therefore, owing to the above points, the Philippines is expected to dominate the ASEAN energy storage market during the forecast period.

ASEAN Energy Storage Industry Overview

The ASEAN energy storage market is moderately fragmented. Some of the key players in the market include (in no particular order) GS Yuasa Corporation, Wartsila Oyj Abp, BYD Co. Ltd., SEC Battery Company, and NGK Insulators Ltd., among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2028
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Growth in Power Demand from Residential, Commercial and Industrial Consumers
      • 4.5.1.2 Unscheduled Power Outages and Grid Instability would Demand Energy Storage Solutions
    • 4.5.2 Restraints
      • 4.5.2.1 Lack of Investments could Hamper the Growth of Energy Storage Market
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Type
    • 5.1.1 Pumped-Hydro Storage
    • 5.1.2 Battery Energy Storage Systems
    • 5.1.3 Other Types
  • 5.2 Application
    • 5.2.1 Residential
    • 5.2.2 Commercial and Industrial
  • 5.3 Geography
    • 5.3.1 Indonesia
    • 5.3.2 Vietnam
    • 5.3.3 Philippines
    • 5.3.4 Malaysia
    • 5.3.5 Rest of ASEAN

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 GS Yuasa Corporation
    • 6.3.2 Wartsila Oyj Abp
    • 6.3.3 BYD Co. Ltd.
    • 6.3.4 SEC Battery Company
    • 6.3.5 Contemporary Amperex Technology Co. Ltd. (CATL)
    • 6.3.6 NGK Insulators Ltd.
    • 6.3.7 LG Chem Ltd.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Long-term Government Policies to Add Renewable Energy Capacity