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市場調查報告書
商品編碼
1603777
到 2030 年電錶後端:按組件、產能、技術、應用和地區進行的全球分析Behind The Meter Market Forecasts to 2030 - Global Analysis By Component, Capacity, Technology, Application and By Geography |
根據 Stratistics MRC 的數據,2024 年全球電錶後端(BTM) 市場規模為 82.1 億美元,預計到 2030 年將達到 770.6 億美元,預測期內複合年成長率為 45.2%。
電錶後端(BTM)是一種可再生能源發電系統,在電錶的用戶端產生並儲存電力。這些系統允許消費者獨立於電網生產和管理自己的能源。 BTM 系統透過降低電力成本、提高能源安全和最大限度地減少電網擁塞來幫助減少對電網的依賴。該模型支援分散式能源方法,促進住宅、商業和工業用戶的自給自足和永續性。
據紐約獨立系統營運商 (NYISO) 稱,紐約州的電錶後端太陽能裝置容量已超過 5,000 兆瓦,預計將實現 2030 年實現 10,000 兆瓦分散式太陽能的目標。
電費上漲
太陽能電池板、電池儲存和節能系統等 BTM 解決方案可讓用戶自行發電和儲存電力,從而最大限度地減少電價波動的影響。透過自己發電,消費者可以實現長期成本節約和價格穩定。這種經濟優勢使得 BTM 投資對住宅、商業和工業領域具有吸引力,從而推動了 BTM 解決方案的整體市場需求。
技術複雜性
BTM的技術複雜性源自於太陽能、電池和電動車等多種能源來源的整合,這需要複雜的能源管理系統進行最佳化。 BTM 系統必須平衡波動的能源發電和需求、管理電網互動並確保電網斷電期間的無縫運作。這種複雜性需要安裝、維護和即時監控方面的專業知識,從而增加了營運成本,進一步阻礙了採用並減緩了整體市場成長。
電動車的擴張
電動車充電會顯著增加電力消耗(通常是在高峰時段),導致成本上升和電網緊張。 BTM系統,例如太陽能電池板和電池儲存的組合,允許電動車車主用自發電為車輛充電,減少對電網的依賴並降低電費。此外,隨著電動車普及率的提高,越來越多的消費者正在尋求彈性和永續的能源來源,並投資支持環保且經濟高效的車輛充電的 BTM 解決方案。
昂貴的前期投資
由於太陽能板、電池和熱電聯產 (CHP) 裝置等先進技術以及安裝、授權和電網整合成本,電錶後端(BTM) 系統需要較高的初始投資。這些初始成本過高,特別是對於住宅和小型商業用戶而言,限制了採用。儘管有長期節省的潛力,但潛在用戶卻因投資回收期長而望而卻步,而這種經濟障礙正在減緩市場成長。
COVID-19 的影響
COVID-19 對電錶後端(BTM) 市場產生了重大影響,最初擾亂了供應鏈、推遲了安裝並推遲了計劃資金籌措。然而,隨著疫情凸顯對可靠、自主型能源的需求,人們對太陽能板和能源儲存等 BTM 解決方案的興趣也隨之增加。遠距工作和住宅能源需求的增加進一步刺激了消費者的採用。政府獎勵策略和清潔能源激勵措施也在支持 BTM 投資,支持在後疫情時代轉向彈性和分散式能源來源的轉變。
智慧電錶細分市場預計將在預測期內成為最大的細分市場
智慧計量領域預計將在預測期內獲得最大的市場佔有率,因為它能夠即時監控和管理消費者層面的能源消耗。智慧電錶可提供對能源使用模式的詳細了解,促進需量反應計劃並提高能源效率。透過與能源管理系統通訊,智慧電錶可以自動控制能源,從而最佳化成本節約和永續性。該技術在整合再生能源來源和促進消費者節能方面發揮著重要作用。
住宅領域預計在預測期內複合年成長率最高
預計住宅領域在預測期內的複合年成長率最高。住宅BTM系統是安裝在電錶用戶端的能源產出和儲存解決方案。這包括太陽能電池板、電池儲存、能源管理系統等,使住宅能夠產生、儲存和最佳化能源。 BTM 解決方案可提高能源獨立性、減少電費並在停電期間提供備用電源。它還促進了需量反應計劃的參與,並有助於電網的穩定性和永續性。
在電力需求成長、政府支持政策和可再生能源部署增加的推動下,亞太地區預計將在預測期內創下最大的市場佔有率。由於高能源成本和政府獎勵,中國、日本、澳洲和韓國等國家在部署 BTM 系統方面處於領先地位,特別是屋頂太陽能光電和電池儲存。此外,能源儲存和智慧電網技術的進步正在支持 BTM 的擴張,與能源安全和排放的區域目標保持一致。
由於對能源獨立性、成本降低和永續性的日益關注,預計北美在預測期內的複合年成長率最高。美國和加拿大是大力採用太陽能電池板、電池儲存和熱電聯產 (CHP) 系統等 BTM 解決方案的領先國家。支持政策、稅收優惠和淨計量計劃正在鼓勵住宅、商業和工業用戶投資 BTM。電動車的興起以及對能夠應對極端天氣事件的彈性能源來源的需求將進一步推動全部區域BTM 的成長。
According to Stratistics MRC, the Global Behind The Meter (BTM) Market is accounted for $8.21 billion in 2024 and is expected to reach $77.06 billion by 2030 growing at a CAGR of 45.2% during the forecast period. Behind The Meter (BTM) refers to energy systems, typically renewable, that generates and store electricity on the consumer's side of the electricity meter. These systems enable consumers to produce and manage their own energy independently of the grid. BTM systems help reduce reliance on the utility grid by lowering electricity bills, increasing energy security, and minimizing grid congestion. This model supports a decentralized energy approach, fostering self-sufficiency and sustainability for residential, commercial, and industrial users.
According to the New York Independent System Operator (NYISO), New York's behind-the-meter solar capacity has surpassed 5,000 MW, marking a significant advancement toward the state's 2030 objective of achieving 10,000 MW in distributed solar energy.
Rising electricity costs
BTM solutions, such as solar panels, battery storage, and energy-efficient systems, allow users to generate and store their own electricity, minimizing the impact of fluctuating utility rates. By producing power on-site, consumers achieve long-term cost savings and greater price stability, particularly appealing in areas with high or unpredictable energy prices. This economic advantage makes BTM investments attractive for residential, commercial, and industrial sectors, boosting the overall market demand for BTM solutions.
Technical complexities
Technical complexities in the BTM arise from the integration of diverse energy sources, such as solar, batteries, and electric vehicles, requiring advanced energy management systems for optimization. BTM systems must balance fluctuating energy generation and demand, manage grid interactions, and ensure seamless operation during grid outages. These complexities necessitate specialized expertise for installation, maintenance, and real-time monitoring, increasing operational costs, further hampering widespread adoption and slowing overall market growth.
Growing adoption of electric vehicles
EV charging significantly raises electricity consumption, often during peak times, leading to higher costs and grid strain. BTM systems, like solar panels combined with battery storage, allow EV owners to charge vehicles with self-generated power, reducing reliance on the grid and lowering electricity bills. Additionally, as EV adoption grows, more consumers seek resilient and sustainable energy sources, driving investment in BTM solutions to support eco-friendly and cost-effective vehicle charging directly at their premises.
High upfront investment
High upfront investment in behind the meter (BTM) systems is due to the costs of advanced technology, including solar panels, battery storage, and combined heat and power (CHP) units, as well as installation, permitting, and grid integration expenses. These initial costs can be prohibitive, especially for residential and small commercial users, limiting wider adoption. This financial barrier slows the market's growth, as potential users may be deterred by long payback periods, despite the promise of long-term savings
Covid-19 Impact
Covid-19 significantly impacted the behind the meter (BTM) market, initially disrupting supply chains, delaying installations, and slowing project financing. However, as the pandemic highlighted the need for reliable, self-sustained energy, interest in BTM solutions like solar panels and energy storage grew. Remote work and increased residential energy demand further spurred consumer adoption. Government stimulus packages and incentives for clean energy have also boosted BTM investments, supporting a shift toward resilient, decentralized energy sources in the post-pandemic era.
The smart meters segment is expected to be the largest during the forecast period
The smart meters segment is predicted to secure the largest market share throughout the forecast period due to its real-time monitoring and management of energy consumption at the consumer level. They provide detailed insights into energy usage patterns, facilitate demand response programs, and enhance energy efficiency. By communicating with energy management systems, smart meters allow for automated control of energy resources, optimizing both cost savings and sustainability. This technology plays a critical role in integrating renewable energy sources and promoting energy conservation among consumers.
The residential segment is expected to have the highest CAGR during the forecast period
The residential segment is anticipated to witness the highest CAGR during the forecast period. BTM systems in residential applications refer to energy generation and storage solutions located on the consumer's side of the utility meter. This includes solar panels, battery storage, and energy management systems that allow homeowners to generate, store, and optimize their energy usage. BTM solutions enhance energy independence, reduce electricity costs, and can provide backup power during outages. They also facilitate participation in demand response programs, contributing to grid stability and sustainability.
Asia Pacific is expected to register the largest market share during the forecast period driven by rising electricity demand, supportive government policies, and increasing adoption of renewable energy. Countries like China, Japan, Australia, and South Korea lead in deploying BTM systems, especially rooftop solar and battery storage, due to high energy costs and government incentives. Additionally, advancements in energy storage and smart grid technologies support BTM expansion, aligning with regional goals for energy security and emissions reduction.
North America is projected to witness the highest CAGR over the forecast period fuelled by growing interest in energy independence, cost savings, and sustainability. The United States and Canada are key players, with strong adoption of BTM solutions like solar panels, battery storage, and combined heat and power (CHP) systems. Supportive policies, tax incentives, and net metering programs encourage residential, commercial, and industrial users to invest in BTM. The rise of electric vehicles and demand for resilient energy sources in response to extreme weather events further drive BTM growth across the region.
Key players in the market
Some of the key players profiled in the Behind The Meter (BTM) Market include Honeywell International Inc., Johnson Controls, Schneider Electric, SunPower Corporation, Sonnen, Greensmith, JLM Energy, Panasonic Corporation, Tesla Energy, Clean Energy Storage Inc., Aquion Energy, Amp Energy, IHI Corporation, NextEra Energy, Enphase Energy, LG Chem, SimpliPhi Power, Generac Holdings Inc., AEG Power Solutions, Sonnenbatterie.
In October 2024, Amp Energy announced the launch of a significant 15 MW behind-the-meter solar project for Siemens at its manufacturing facility in Ontario, Canada. This project aligns with Siemens' sustainability goals by providing clean energy directly to their operations, which is expected to significantly reduce carbon emissions associated with their manufacturing processes.
In August 2024, Aquion Energy launched its "Aqueous Hybrid Ion" (AHI) battery system designed specifically for BTM applications. These batteries are noted for their long cycle life and sustainable materials, making them ideal for residential and commercial energy storage. The AHI systems allow users to store solar energy generated during the day for use at night, enhancing energy independencesla's Update on Powerwall 3.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.