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市場調查報告書
商品編碼
1610979

住宅電池能源儲存系統(BESS) 產業的成長機會

Growth Opportunities in the Residential Battery Energy Storage Systems Industry
出版日期: | 出版商: Frost & Sullivan | 英文 81 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

分散式太陽能、電池成本下降、獎勵和支持性法規維持兩位數成長

由於間歇性再生能源的增加以及電網靈活性的需求，電池能源儲存系統（BESS）已成為發展最快的清潔能源技術。住宅轉向電池來最大限度地提高太陽能消耗、更有效地管理能源需求、控制成本並減少碳排放。住宅電池也可以充當電網。透過正確的法規和價格訊號，家用電池可以在太陽輻射高的時期儲存分散式太陽能，並在高峰期使用它以減輕電網的壓力。

2023年，新安裝的BESS數量將比前一年增加近一倍，達到187萬台，投資額為149.2億美元。2023年，歐洲佔全球儲能容量增量的72.3%。日本、澳洲和美國也是重要市場。更高的收入、更高的電費、可用的獎勵和更好的監管使得投資住宅儲能成為這些地區有吸引力的選擇。作為分散式發電擴張的必要補充，這些系統將幫助各國實現其氣候和環境目標。

Frost & Sullivan 預測，到2030年，全球住宅BESS 市場收益將加倍，達到 313.1億美元，到2035年將進一步翻倍，達到 600.2億美元。該成長將由成本下降、平均 113GW 的住宅太陽能光電發電以及不斷變化的獎勵、支持性政策和市場規則推動。預計2023年至2035年住宅儲能容量年複合增率為15.8%，累積容量達5,925.5GWh。

本研究提供了到2035年住宅BESS 數量、容量和投資將如何變化的區域層級預測和分析。它還討論了電池價值鏈、技術、經營模式、應用和成長機會的關鍵促進因素和趨勢。

目錄

戰略問題

  • 為什麼成長如此困難？
  • The Strategic Imperative 8（TM）
  • 住宅電池能源儲存系統（BESS）產業三大戰略挑戰的影響
  • 成長機會推動Growth Pipeline Engine（TM）

生態系統

  • 分析範圍
  • 區域分類
  • 主要發現

趨勢分析

  • 塑造產業的主要趨勢
  • 趨勢1：人工智慧改變BESS價值鏈
  • 趨勢2：促進電池自用的獎勵與法規
  • 趨勢3：太陽能+儲能，完美搭配
  • 趨勢4：VPP釋放BTM儲存的付加
  • 趨勢5：改進BESS設計
  • 趨勢6：轉向家庭能源平台
  • 趨勢7：可預測的BESS分析
  • 趨勢8：高電池透明度和ESG課責

成長機會分析

  • 住宅BESS價值鏈
  • 住宅BESS主要供應商
  • 住宅BESS的主要用途
  • 成長指標
  • 生長促進因子
  • 成長促進因素分析：擴大住宅太陽能發電
  • 促進成長因素分析：支持政策、獎勵、市場規則
  • 成長動力分析：電池產能擴張
  • 促成長因素分析：降低成本
  • 成長抑制因素
  • 預測考慮因素
  • 累積儲能系統的成長
  • 累積儲存產能預測
  • 年發電產能預測
  • 年度能源產能預測
  • 依地區分類的年度能源容量展望
  • 主要國家年能源容量
  • 資本投資前景
  • 產能預測分析
  • 價格趨勢和預測分析

區域分析

  • 區域分析：市場狀況
  • 區域分析：歐洲
  • 依子區域分類的年度合約數量：歐洲
  • 區域分析：澳洲/紐西蘭和太平洋地區
  • 依子區域分類的年度合約數量：澳洲/紐西蘭和太平洋地區
  • 區域分析：北美
  • 依子區域分類的年度合約數量： 北美
  • 區域分析：東亞
  • 依子區域分類的年度合約數量：東亞
  • 區域分析：中國
  • 年度合約數量：中國
  • 區域分析：印度和南亞
  • 依子區域分類的年度合約數量：印度和南亞
  • 區域分析：拉丁美洲
  • 依子區域分類的年度合約數量：拉丁美洲
  • 區域分析：中東/北非
  • 依子區域分類的年度合約數量：中東/北非
  • 區域分析：撒哈拉以南非洲
  • 依子區域分類的年度合約數量：撒哈拉以南非洲
  • 區域分析：東協
  • 依子區域分類的年度合約數量：東協
  • 區域分析：俄羅斯/獨立國協
  • 依子區域分類的年度合約數量：俄羅斯/獨立國協

成長機會領域

  • 成長機會1：太陽能+儲存維修
  • 成長機會2：ESaaS（能源儲存即服務）
  • 成長機會3：透過住宅電池能源儲存付加客戶附加價值
  • 圖表列表
  • 免責聲明
簡介目錄
Product Code: KAFB-27

Distributed Solar, Battery Cost Declines, Incentives, and Supportive Regulations Sustain Double-Digit Growth

Battery energy storage systems (BESS) have become the fastest-growing clean energy technology driven by the growth of intermittent renewables and the need for grid flexibility. Homeowners are turning to batteries to maximize solar energy consumption, manage energy demand more efficiently, control costs, and reduce carbon footprint. Residential batteries are also functional for distribution networks. With the right regulations and price signals in place, home batteries can store distributed solar PV during high irradiation hours to be used during peak hours, reducing stress on the grids.

In 2023, the number of newly installed BESS almost doubled from the previous year, reaching 1.87 million new units, equivalent to an investment of $14.92 billion. Europe accounted for 72.3% of the world's storage capacity additions in 2023. Japan, Australia, and the United States also are important markets. The combination of higher income, higher electricity prices, the availability of incentives, and supportive regulations make investing in residential storage an appealing option in these locations. As a necessary complement to the expansion of distributed generation, these systems help nations reach their climate and environmental goals.

Frost & Sullivan forecasts global residential BESS market revenue to double to $31.31 billion by 2030, and then double again to $60.02 billion by 2035. This growth will be driven by cost declines, along with an average of 113 GW of residential solar and evolving incentives, and supportive policies and market rules. Residential storage capacity will register a compound annual growth rate of 15.8% from 2023 to 2035, achieving 592.55 GWh of cumulative capacity.

This study provides a region-level forecast and analysis of how residential BESS units, capacity, and investments will evolve by 2035. It discusses the main drivers and trends in the battery value chain, technology, business models, applications, and growth opportunities.

Table of Contents

Strategic Imperatives

  • Why is it Increasingly Difficult to Grow?
  • The Strategic Imperative 8™
  • The Impact of the Top 3 Strategic Imperatives on the Residential Battery Energy Storage Systems Industry
  • Growth Opportunities Fuel the Growth Pipeline Engine™

Ecosystem

  • Scope of Analysis
  • Regional Segmentation
  • Key Findings

Trend Analysis

  • Key Trends Shaping the Industry
  • Trend 1: AI Revolutionizing the BESS Value Chain
  • Trend 2: Carrots and Sticks to Foster Self-consumption with Batteries
  • Trend 3: Solar-Plus-Storage, the Perfect Match
  • Trend 4: VPPs to Unlock Extra Value from BTM Storage
  • Trend 5: BESS Design Improvements
  • Trend 6: Shift Toward Home Energy Platforms
  • Trend 7: Predictive BESS Analytics
  • Trend 8: Higher Transparency and ESG Accountability for Batteries

Growth Opportunity Analysis

  • Residential BESS Value Chain
  • Key Residential BESS Suppliers
  • Key Applications for Residential BESSs
  • Growth Metrics
  • Growth Drivers
  • Growth Driver Analysis: Expansion of Residential Solar PV
  • Growth Driver Analysis: Supportive Policies, Incentives, and Market Rules
  • Growth Driver Analysis: Battery Production Capacity Expansion
  • Growth Driver Analysis: Cost Declines
  • Growth Restraints
  • Forecast Considerations
  • Cumulative Storage Systems Growth
  • Cumulative Storage Capacity Forecast
  • Annual Power Capacity Forecast
  • Annual Energy Capacity Forecast
  • Annual Energy Capacity Forecast by Region
  • Annual Energy Capacity in Top Countries
  • Capex Forecast
  • Capacity Forecast Analysis
  • Pricing Trends and Forecast Analysis

Regional Analysis

  • Regional Analysis: Market Status
  • Regional Analysis: Europe
  • Annual Additions by Sub-region: Europe
  • Regional Analysis: ANZ and Pacific
  • Annual Additions by Sub-region: ANZ and Pacific
  • Regional Analysis: North America
  • Annual Additions by Sub-region: North America
  • Regional Analysis: East Asia
  • Annual Additions by Sub-region: East Asia
  • Regional Analysis: China
  • Annual Additions: China
  • Regional Analysis: India and South Asia
  • Annual Additions by Sub-region: India and South Asia
  • Regional Analysis: Latin America
  • Annual Additions by Sub-region: Latin America
  • Regional Analysis: Middle East and North Africa
  • Annual Additions by Sub-region: Middle East and North Africa
  • Regional Analysis: Sub-Saharan Africa
  • Annual Additions by Sub-region: Sub-Saharan Africa
  • Regional Analysis: ASEAN
  • Annual Additions by Sub-region: ASEAN
  • Regional Analysis: Russia and CIS
  • Annual Additions by Sub-region: Russia and CIS

Growth Opportunity Universe

  • Growth Opportunity 1: Solar-plus-Storage Retrofits
  • Growth Opportunity 2: Energy Storage-as-a-Service
  • Growth Opportunity 3: Residential Battery Energy Storage to Add Higher Value to Customers
  • List of Exhibits
  • Legal Disclaimer