가정용 에너지 관리 시스템 (HEMS) 시장 1st Edition

조사회사：Berg Insight   조사년월：2023년07월

The Home Energy Management Systems Market – 1st Edition
유럽 및 미국 가정용 에너지 관리 시스템 (홈 에너지 관리 시스템 / HEMS) 시장에서 시장 개황, 통신 기술 및 표준, 관련 기업 정보, 시장 분석 및 예측 결과를 제공

리포트목차　　　　주문/문의　　　　조사회사/구입안내

Berg Inisight「가정용 에너지 관리 시스템 (HEMS) 시장 – The Home Energy Management Systems Market – 1st Edition」는 유럽 및 미국 가정용 에너지 관리 시스템 (홈 에너지 관리 시스템 / HEMS) 시장에서 시장 개황, 통신 기술 및 표준, 관련 기업 정보, 시장 분석 및 예측 결과를 제공합니다.

보고서의 하이라이트:

• 시장을 선도하는 기업과의 20개 경영진 인터뷰에서 얻은 인사이트
• HEMS 가치 사슬 및 주요 애플리케이션에 대한 종합적인 개요
• 시장 동향 및 주요 개발에 대한 심층 분석
• 유럽과 북미의 주거용 태양광 PV 시스템 채택에 대한 통계 데이터.
• 태양광 PV, 배터리 저장 및 HEMS 산업에서 활동 중인 42개 회사의 프로필.
• 자세한 시장 규모 및 예측은 2027년까지 지속됩니다.

Report Overview

The Home Energy Management Systems Market is a comprehensive report from Berg Insight analysing the latest developments and trends on the home energy management systems market in Europe and North America. This strategic research report from Berg Insight provides you with 120 pages of unique business intelligence including 5-year industry forecasts and expert commentary on which to base your business decisions.

How should the utility and mobile industries address the vast business opportunity in home energy management systems? Berg Insight estimates that the installed base of HEMS in Europe and North America will grow at a compound annual growth rate of 43.8 percent from 1.5 million in 2022 to 9.0 million in 2027. Get a 360 degree perspective on the rapid evolution of the HEMS market in this comprehensive 120 page strategy report.

Highlights from the report:

• Insights from 20 executive interviews with market leading companies.
• Comprehensive overview of the HEMS value chain and key applications.
• In-depth analysis of market trends and key developments.
• Statistical data on residential solar PV system adoption in Europe and North America.
• Profiles of 42 companies active in the solar PV, battery storage and HEMS industry.
• Detailed market sizing and forecasts lasting until 2027.

The number of HEMS in Europe and North America reached close to 1.5 million in 2022

The residential sector accounts for about a fourth of the total energy consumption in North America and Europe. The consumption is anticipated to increase substantially during the coming next few years as the adoption of electric cars and heat pumps are expected to grow fast. Solutions that enable homeowners to reduce their overall energy consumption and increase the share of energy coming from renewable sources therefore play a vital role in the transition to carbon neutrality and mitigating climate change. For this reason, governments in Europe and North America have introduced various incentives and subsidies directed specifically towards the residential market to stimulate investments in renewable energy sources and energy optimization solutions. The rising and increasingly volatile electricity prices seen during the past few years also create a strong demand allowing homeowners to lower their monthly electricity bill and reduce reliance on the electricity grid.

In this report, a home energy management system (HEMS) is defined as a system that at minimum consists of a solar PV system, battery storage system and a web-based management portal or smartphone app that allows for remote monitoring and control of the system. Solutions that only display information and do not provide tools to manage the electricity flow and consumption in the home is therefore excluded. A wider HEMS also integrates backup generators, EV chargers, heat pumps, home appliances and other connected products and systems in the home.

At the end of 2022, there were an estimated 950,000 HEMS installed in European homes. In 2022, an estimated 320,000 systems were added to the installed base. This figure includes both new installations of solar PV + battery storage systems as well as installations of battery storage systems in existing solar PV systems (i.e. retrofits). The penetration rate is still very low in Europe, below one percent. Germany is by far the leading market. Growing at a CAGR of 40.3 percent, the installed base of HEMS in Europe is estimated to reach 5.2 million systems at the end of 2027. There were at the same time an estimated 520,000 HEMS installed in North American homes at the end of 2022.

Shipments including both new installations and retrofits reached 250,000 systems during the year. About 0.5 percent of the houses and MDUs in the region had a HEMS installed at the end of the year. Growing at a CAGR of 49.4 percent, the installed base of HEMS in North America is estimated to reach 3.9 million systems at the end of 2027.

The HEMS value chain spans various companies from different industry sectors. Some companies are vertically integrated, offering a complete HEMS based on in-house developed hardware and software solutions. Other companies develop and manufacture one of the components of HEMS. Some of these companies integrates its solutions with components from third-party companies to offer a complete HEMS. There are also several companies that specialise in providing a software platform that enables other companies to offer HEMS. Enphase Energy, Tesla, SolarEdge, Generac, E3/DC (Hager Group), Senec (EnBW) and Solarwatt are considered to be the leading companies in the HEMS market in North America and Europe. All seven companies offer a range of software and hardware solutions that enable homeowners to control their electricity generation, storage and usage.

Additional important players in the European and North American HEMS market include Germany-based Kostal, SMA Solar and Sonnen (Shell); Italy-based FIMER (McLaren Applied); Austria-based Fronius; France-based Schneider Electric and US-based Eaton, SimpliPhi Power (Briggs & Stratton), Savant Systems and Tigo Energy. There are also a number of companies from Asia that provide HEMS solutions. Key players include BYD Electronic, LG Energy Solution, Huawei, Growatt New Energy and Pylon Technologies.

목차

Table of Contents

Executive Summary

1 Introduction

1.1 Home Energy Management Systems (HEMS)
1.1.1 Solar PV panels
1.1.2 Inverters and power optimizers
1.1.3 Battery storage systems
1.1.4 Smart electrical panels, load controllers and energy managers
1.1.5 EV chargers
1.1.6 Heat pumps and home appliances
1.1.7 Management portal and smartphone app
1.1.8 Levelized Cost of Energy (LCOE)
1.1.9 Value chain
1.2 The electricity market
1.2.1 Europe
1.2.2 North America
1.2.3 Smart grids
1.3 Residential solar PV system installations
1.4 Market drivers for HEMS
1.4.1 Government subsidies and incentives
1.4.2 Load management and demand response programmes
1.4.3 Rising electricity prices
1.4.4 Declining costs of solar PV and battery storage solutions
1.4.5 Grid independence and power outage protection
1.4.6 EVs and electrical heating systems increasingly popular

2 Communications Technologies and Standards

2.1 3GPP cellular and LPWA technologies
2.1.1 2G/3G/4G/5G cellular technologies and IoT
2.1.2 LoRa and LoRaWAN
2.1.3 Sigfox
2.2 Home networking technologies and standards
2.2.1 Bluetooth
2.2.2 EEBus
2.2.3 EnOcean
2.2.4 Home Connectivity Alliance (HCA)
2.2.5 KNX
2.2.6 Matter
2.2.7 Modbus
2.2.8 Open Charge Point Protocol (OCPP)
2.2.9 Open Connectivity Foundation (OCF)
2.2.10 OpenTherm
2.2.11 SunSpec
2.2.12 Thread
2.2.13 Wi-Fi
2.2.14 Zigbee
2.2.15 Z-Wave

3 Solution Vendors and Strategies

3.1 Inverter and complete home energy management system providers

3.1.1 E3/DC (Hager Group)
3.1.2 Eaton
3.1.3 Enphase Energy
3.1.4 Ferroamp
3.1.5 FIMER (McLaren Applied)
3.1.6 Fronius
3.1.7 Generac
3.1.8 GivEnergy
3.1.9 Growatt New Energy
3.1.10 Huawei
3.1.11 Kostal
3.1.12 Savant Systems
3.1.13 Schneider Electric
3.1.14 Senec (EnBW)
3.1.15 SimpliPhi Power (Briggs & Stratton)
3.1.16 SMA Solar Technology
3.1.17 SolarEdge
3.1.18 Solarwatt
3.1.19 Tesla
3.1.20 Tigo Energy
3.1.21 Viessmann Climate Solutions (Carrier)

3.2 Battery storage specialists

3.2.1 BYD Electronic
3.2.2 Eguana Technologies
3.2.3 FranklinWH Energy Storage
3.2.4 LG Energy Solution
3.2.5 Lunar Energy
3.2.6 Polarium Energy Solutions
3.2.7 Pylon Technologies
3.2.8 Sonnen (Shell)
3.2.9 Varta
3.3 Smart electrical panel and energy manager device providers
3.3.1 Legrand
3.3.2 Leviton
3.3.3 Lumin
3.3.4 SPAN
3.3.5 Smappee
3.4 HEMS platform providers and integrators
3.4.1 Alarm.com
3.4.2 GridX (E.ON)
3.4.3 Homey (Athom)
3.4.4 Kiwigrid
3.4.5 myGEKKO (Ekon)
3.4.6 Tibber
3.4.7 Tiko Energy Solutions (Engie)

4 Market Analysis and Trends

4.1 Market forecasts
4.2 Value chain analysis
4.2.1 Leading home energy management system providers
4.2.2 Other companies entering the HEMS market
4.3 Trends
4.3.1 Reduced net metering rates increases demand for battery storage systems
4.3.2 Virtual power plants to become more powerful as more DERs are connected
4.3.3 EV batteries to be used for home backup power

Glossary

List of Figures

Figure 1.1: Home energy management system infrastructure ……. 5
Figure 1.2: Monocrystalline solar panel ………. 6
Figure 1.3: Hybrid solar inverter, microinverter and DC power optimizer …. 7
Figure 1.4: Lithium-ion based battery storage system ……. 9
Figure 1.5: Smart electrical panel ……… 10
Figure 1.6: EV charger ………. 12
Figure 1.7: Indoor and outdoor units of a heat pump ……. 13
Figure 1.8: Energy management dashboard …….. 14
Figure 1.9: Leading residential solar PV panel manufacturers ……. 16
Figure 1.10: Leading residential solar inverter companies ……. 17
Figure 1.11: Leading residential battery storage providers …… 18
Figure 1.12: HEMS platform providers and integrators …… 19
Figure 1.13: Top solar PV and battery storage installers (USA 2022) …. 20
Figure 1.14: Electricity generation by energy source (EU27 2021) …… 21
Figure 1.15: Top solar PV generation capacity countries in Europe (2018–2022) … 22
Figure 1.16: Electricity consumption by sector (EU27 2021) ……. 23
Figure 1.17: Electricity market statistics (Europe 2021) ……. 24
Figure 1.18: Electricity generation by energy source (US 2021) …… 26
Figure 1.19: Electricity consumption by sector (US 2021) ……. 27
Figure 1.20: Electricity generation by energy source (Canada 2020) …. 28
Figure 1.21: Electricity consumption by sector (Canada 2019)…… 29
Figure 1.22: Residential solar PV systems (Europe and North America 2022) …. 32
Figure 1.23: Average electricity price for household consumers (EU27 2008–2022) …. 36
Figure 1.24: The Installed base of residential EV charging points (2019–2026) …. 38
Figure 2.1: Comparison of LTE-M and NB-IoT specifications …… 41
Figure 2.2: HCA cloud-to-cloud connection ……… 47
Figure 2.3: Matter application layer ……… 50
Figure 2.4: Thread network topology ………. 54
Figure 2.5: Wi-Fi generations ………. 56
Figure 3.1: E3/DC S10 E PRO battery storage system ……. 61
Figure 3.2: The Enphase IQ8 microinverter and Enlighten smartphone app ….. 64
Figure 3.3: Generac inverter, battery storage, automatic transfer switch and generator … 67
Figure 3.4: Kostal app ……….. 71
Figure 3.5: Savant’s energy management dashboard ……. 72
Figure 3.6: Schneider Home ……… 74
Figure 3.7: SimpliPhi Energy Storage System …….. 76
Figure 3.8: Sunny Tripower Smart Energy hybrid inverter and Smart Home Manager 2.0 …. 78
Figure 3.9: SolarEdge Home Energy Management System ……. 80
Figure 3.10: Solarwatt dashboard and energy manager …… 81
Figure 3.11: The Tesla app ……… 83
Figure 3.12: Viessmann Climate Solution’s home energy management solution …. 86
Figure 3.13: LG RESU battery ……… 89
Figure 3.14: Homevolt home battery ………. 90
Figure 3.15: Sonnen ecoLinx battery ………. 92
Figure 3.16: Leviton Load Center, smart breaker and app ……. 95
Figure 3.17: Lumin Edge and app ………. 96
Figure 3.18: SPAN Panel and SPAN Home app ……. 97
Figure 3.19: The gridBox gateway ………. 101
Figure 3.20: Homey app, Homey Bridge and Homey Pro …… 102
Figure 3.21: The Kiwigrid portal, smartphone and tablet app and VoyagerX gateway …. 104
Figure 4.1: HEMS installed base and shipments (Europe and North America 2022–2027) …. 109
Figure 4.2: Solutions offered by leading HEMS providers in Europe and North America … 111