亞太地區電力和能源市場展望（2023 年）

2022 年對亞太地區的電力和能源行業來說是動蕩的一年。 在受益於 COVID-19 限制的結束和經濟活動增加的同時，俄羅斯對烏克蘭的入侵提高了商品價格，尤其是液化天然氣，並面臨新的能源安全挑戰。 因此，在實現脫碳目標的同時，對可再生能源的投資對於緩解不斷上升的能源成本變得越來越重要。 電網投資也將繼續加快推進可再生能源發展，提高能源網絡的韌性。

本報告對亞太電力和能源市場進行研究和分析，提供影響每個國家/地區市場增長的主要趨勢和總體影響、區域預測和增長機會分析。

內容

分析亮點

• 2022 年的電力和能源市場：預測和實際情況
• 2023 年的主要預測

戰略要務

• 為什麼越來越難成長？
• 戰略要務 8 (TM)
• 三大戰略要務對電力能源行業的影響
• 增長機會推動增長 Pipeline Engine(TM)

成長環境

• 分析範圍
• 調查中包含的部分

市場趨勢（2023 年）

• 市場趨勢
• 趨勢 1：能源安全推動亞太地區的投資決策和政策舉措
• 趨勢 2：可再生能源的採用推動新市場和集成堆棧
• 趨勢三：電網投資穩步增長
• 趨勢 4：儲能對於電網靈活性和可再生能源整合至關重要
• 趨勢 5：數字電網投資步伐加快
• 趨勢 6：氫的進步
• 趨勢 7：CCUS 中心發展勢頭強勁
• 趨勢 8：分佈式智能的興起推動了對數據中心的投資
• 趨勢 9：智能電錶的增長潛力
• 趨勢 10：太陽能 N 型技術將主導未來增長

利潤趨勢（2023 年）

• 年度發電投資預測
• 發電量預測
• 各國的權力趨勢
• 發電投資展望

區域預測（2023 年）

• 市場預測：澳大利亞
• 市場分析：澳大利亞
• 市場預測：日本
• 市場分析：日本
• 市場預測：韓國
• 市場分析：韓國
• 市場預測：越南
• 市場分析：越南
• 市場預測：亞太地區其他地區
• 市場分析：亞太地區的其他國家/地區

增長機會領域

• 增長機會 1：通過數字化增強電力彈性和可靠性
• 增長機會 2：投資對支持可再生能源至關重要的電網
• 增長機會 3：屋頂太陽能安裝加速

結論

• 結論和未來展望

下一步

Greater Emphasis on Energy Security, Renewable Energy Adoption, and Grid Investments Drive Growth

Frost & Sullivan observed that 2022 was a mixed year for the APAC power and energy sector. While the region benefitted from ending COVID-19 restrictions and increased economic activity, Russia's invasion of Ukraine meant it faced new energy security challenges as commodity prices rose, particularly for liquified natural gas. This has increased the importance of renewable energy investment to mitigate higher energy costs while achieving decarbonization goals.

However, it has also made coal a more critical element of the region's energy mix, as utilities worry about an increased dependency on gas. Decarbonization will remain a focus for the area despite the use of coal, with carbon capture, usage, and storage (CCUS) and hydrogen likely to offer robust growth in the longer term as the region explores all options to decarbonize its energy mix. Grid investment will continue accelerating to facilitate renewables' development and improve the energy network's resiliency.

The base year for the study is 2022, with 2020-2030 as the study period and 2023-2030 as the forecast period. Frost & Sullivan included the following countries in this region: Australia, Brunei, Cambodia, Indonesia, Japan, Laos, Malaysia, New Zealand, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. The research includes segmentation, including conventional and renewable power generation sources. It highlights key trends and overall impact levels that will influence the future growth of the power and energy market in the countries.

Table of Contents

Analysis Highlights

• The 2022 Power and Energy Market: Forecast vs. Actual
• Top Predictions for 2023

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Power and Energy Industry
• Growth Opportunities Fuel the Growth Pipeline EngineTM

Growth Environment

• Analysis Scope
• Segments Included in the Study

Market Trends-2023

• Market Trends
• Market Trends (continued)
• Trend 1: Energy Security Determines Investment Decisions and Policy Initiatives in APAC
• Trend 2: RE Adoption Drives New Markets and Integrated Stacks
• Trend 3: Steady Increase in Grid Investments
• Trend 4: Storage Will Become Essential for Grid Flexibility and Renewable Integration
• Trend 5: Pace of Digital Grid Investment Increases
• Trend 6: Hydrogen Moves Forward
• Trend 7: CCUS Hubs Development Gains Momentum
• Trend 8: Rise of Distributed Intelligence Drives Data Center Investments
• Trend 8: Rise of Distributed Intelligence Drives Data Center Investments (continued)
• Trend 9: Smart Electricity Meter Growth Potential
• Trend 10: Solar PV-N-type Technology Dominates Future Growth

Revenue Trends-2023

• Annual Power Generation Investment Forecast
• Installed Power Generation Capacity Forecast
• Power Trends by Country
• Power Generation Investment Outlook
• Power Generation Investment Outlook (continued)

Regional Predictions-2023

• Market Forecast-Australia
• Market Analysis-Australia
• Market Forecast-Japan
• Market Analysis-Japan
• Market Forecast-South Korea
• Market Analysis-South Korea
• Market Forecast-Vietnam
• Market Analysis-Vietnam
• Market Forecast-Rest of APAC*
• Market Analysis-Rest of APAC

Growth Opportunity Universe

• Growth Opportunity 1: Digitalization to Strengthen Power Resiliency and Reliability
• Growth Opportunity 1: Digitalization to Strengthen Power Resiliency and Reliability (continued)
• Growth Opportunity 2: Grid Investments Vital to Accommodate RE Sources
• Growth Opportunity 2: Grid Investments Vital to Accommodate RE Sources (continued)
• Growth Opportunity 3: Rooftop Solar Deployment Accelerates
• Growth Opportunity 3: Rooftop Solar Deployment Accelerates (continued)

Conclusions

• Conclusions and Future Outlook

Next Steps

• Your Next Steps
• Why Frost, Why Now?
• List of Exhibits
• List of Exhibits (continued)
• Legal Disclaimer