ベトナムのスマートグリッド市場：ネットワークエリア別、コンポーネント別、用途別、地域別、機会、予測、2017年～2031年

ベトナムのスマートグリッドの市場規模は、予測期間の2024年～2031年のCAGRが18.4％となり、2023年の4億2,000万米ドルから2031年には16億3,000万米ドルに成長すると予測されています。同市場が成長しているのは、持続可能性と効率性を重視した電気インフラの近代化を目指す政府の積極的な取り組みによるものです。こうした野心は、2030年までに炭素排出強度を20％、2050年までに45％削減するというベトナムの野心的な目標にあり、環境責任へのコミットメントを強調しています。

2023年9月5日、ベトナムは、2023年から2030年までのスマートグリッド開発に関する包括的な計画を、2045年までのビジョンとともに、産業貿易省の報告書No.6068/TTr-BCTに基づき、首相に提出しました。戦略的ロードマップは、ベトナムの電力損失率を2012年の8.85%から2022年には6.24%まで削減するという進捗を活用したもので、送電網の効率が劇的に改善したことを示しています。この計画には、送電網のデジタル化を強化し、高度な計測インフラを拡大し、配電自動化の能力を向上させ、効率的な需要応答システムの適用を奨励することで、ベトナムのエネルギー事情を変革することを目的とした様々な重要目標が含まれています。こうした取り組みは、ベトナムの発電、送電、消費を最適化する上で極めて重要です。

さらに、太陽光や風力などの再生可能エネルギー源への投資が、変動するエネルギー入力を統合して効率的に処理するスマートグリッドの必要性を高めています。都市化と工業化の進展が信頼性の高い電力供給への需要を押し上げ、送電網の安定性と回復力を維持するためにスマートグリッド技術が必要とされています。IoT、データ分析、AIを含む分野の技術の進化は、エネルギー配給のよりスマートな監視、制御、最適化を後押しします。

政府の強力な政策と大規模な投資により、スマートグリッド分野はベトナム国内の利害関係者、国際的な技術プロバイダー、投資家から大きな注目を集めています。しかし、規制の複雑さや財政的な制約といった問題は依然として残っており、ベトナムは革新的なスマート・グリッド・ソリューションを通じてエネルギーの安全保障と持続可能性の追求を続けています。

当レポートでは、ベトナムのスマートグリッド市場について調査し、市場の概要とともに、ネットワークエリア別、コンポーネント別、用途別、地域別動向、および市場に参入する企業のプロファイルなどを提供しています。

目次

第1章 プロジェクトの範囲と定義

第2章 調査手法

第3章 エグゼクティブサマリー

第4章 顧客の声

第5章 ベトナムのスマートグリッド市場の見通し、2017年～2031年

• 市場規模の分析と予測
• 市場シェア分析と予測
• 市場マップ分析、2023年
  • ネットワークエリア別
  • コンポーネント別
  • 用途別
  • 地域別

第6章 ポーターのファイブフォース分析

第7章 PESTLE分析

第8章 市場力学

• 市場の促進要因
• 市場の課題

第9章 市場の動向と発展

第10章 ケーススタディ

第11章 競合情勢

• 市場リーダートップ5の競合マトリックス
• 参入企業トップ5のSWOT分析
• 市場の主要参入企業トップ10の情勢
  • Schneider Electric SE
  • General Electric Company
  • Cisco Systems, Inc.
  • IBM Vietnam Co.
  • Siemens AG
  • Central Power Corporation (EVN CPC)
  • Vietnam's National Power Transmission Corporation (EVNNPT)
  • Oracle Vietnam Pte Ltd
  • Hitachi Energy Ltd.
  • ABB Ltd.

第12章 戦略的提言

第13章 お問い合わせと免責事項

List of Tables

• Table 1. Pricing Analysis of Products from Key Players
• Table 2. Competition Matrix of Top 5 Market Leaders
• Table 3. Mergers & Acquisitions/ Joint Ventures (If Applicable)
• Table 4. About Us - Regions and Countries Where We Have Executed Client Projects

List of Figures

• Figure 1. Vietnam Smart Grid Market, By Value, In USD Billion, 2017-2031F
• Figure 2. Vietnam Smart Grid Market Share (%), By Network Area, 2017-2031F
• Figure 3. Vietnam Smart Grid Market Share (%), By Components, 2017-2031F
• Figure 4. Vietnam Smart Grid Market Share (%), By Application, 2017-2031F
• Figure 5. Vietnam Smart Grid Market Share (%), By Region, 2017-2031F
• Figure 6. By Network Area Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 7. By Components Size Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 8. By Application Map-Market Size (USD Billion) & Growth Rate (%), 2023
• Figure 9. By Region Map-Market Size (USD Billion) & Growth Rate (%), 2023

Vietnam smart grid market is projected to witness a CAGR of 18.4% during the forecast period 2024-2031, growing from USD 0.42 billion in 2023 to USD 1.63 billion in 2031. The market is growing due to the proactive initiatives undertaken by the government to modernize its electrical infrastructure with a focus on sustainability and efficiency. These ambitions lie in Vietnam's ambitious targets, decreasing the intensity of carbon emissions by 20% by 2030 and 45% by 2050, emphasizing its commitment to environmental responsibility.

On September 5, 2023, Vietnam presented its comprehensive scheme on smart grid development from 2023 to 2030, with a vision extending to 2045, under Report No. 6068/TTr-BCT of the Ministry of Industry and Trade, to the Prime Minister. The strategic roadmap capitalizes on Vietnam's progress in reducing electricity loss rates from 8.85% in 2012 to 6.24% in 2022, indicating drastic improvements in grid efficiency. The scheme includes various critical targets aimed at transforming Vietnam's energy landscape by enhancing grid digitalization, broadening advanced metering infrastructure, upgrading the ability in distribution automation, and encouraging the application of efficient demand response systems. Such initiatives are critical in optimizing power generation, transmission, and consumption in the country.

Furthermore, investments in renewable energy sources, such as solar and wind, drive the need for smart grids to integrate and handle fluctuating energy inputs effectively. Growing urbanization and industrialization boost demand for reliable electricity supplies, necessitating smart grid technologies to maintain grid stability and resilience. The evolution of technologies in areas including IoT, data analytics, and AI empowers smarter monitoring, control, and optimization of energy distribution.

With strong government policies and massive investment, the smart grid sector is gaining drastic attention in Vietnam from domestic stakeholders, international technology providers, and investors. However, with the problems persisting in regulatory complexities and financial constraints, Vietnam stays undeterred in its quest for energy security and sustainability through innovative smart grid solutions.

Harnessing Grid-Forming Inverter Technology for Vietnam's Smart Grid Future

The introduction of grid-forming inverter technology in the Vietnam smart grid market represents opportunities with profound implications. It enables power electronics to emulate inertia as traditionally provided by synchronous generators, which is critical in maintaining grid stability as Vietnam targets a future of 100% renewable energy.

Grid-forming inverter technology, which holds a promising opportunity in Vietnam, has already been successfully piloted in Vietnam with storage systems. Advanced technologies make the integration of solar and wind renewable energy sources much smoother, significantly improving grid stability during variable energy inputs. Grid-forming inverter technology improves operational reliability and reduces dependence on fossil fuels, thereby helping to address Vietnam's goals about sustainable energy. Moreover, the technology is expected to drive much-needed investment in smart grid infrastructure, energy storage solutions, and advanced control systems. In developing the country's energy sector, the technology pushes economic growth and fosters job creation and technological innovation. At the forefront of regional energy transformation, Vietnam embraces grid-forming inverter technology in line with the global trends toward sustainable energy solutions.

Vietnam's Renewable Milestones Drive Market Growth

The smart grid market in Vietnam is growing at a robust pace, driven largely by proactive government initiatives aimed at modernizing the energy sector. In 2024, the government introduced Vietnam's Power Development Plan 8 (PDP8), which sets ambitious targets for augmenting electricity generation from renewable sources. The plan serves as a comprehensive roadmap for Vietnam's electricity sector till 2030 and beyond, till 2050. Vietnam aims to raise its renewable energy output to around 186 billion kWh by 2030 from the present levels, resulting in a sharp transition toward sustainable energy solutions. The program contributes to cutting the country's carbon emissions and promote the uptake of smart grid technologies.

To achieve these targets, Vietnam intends to increase the renewable energy share of electricity mix to 26 percent by 2030 and more than 60 percent by 2050. Smart grids are an intrinsic element in enabling the integration of variable renewable sources, such as wind and solar, into the national grid while keeping stable and efficient distribution. The focus on renewable energy and smart grid technologies helps Vietnam's environment and stimulates investment in advanced grid infrastructure, thereby driving the smart grid market in the forecast period.

Market Expansion with Advanced WAMS Integration

In a country like Vietnam, which is undergoing rapid urbanization and industrialization, grid stability is essential. Integration of the Wide Area Monitoring System (WAMS) is instrumental in improving grid reliability and performance. WAMS extends monitoring capabilities to both the 500 kV and critical 220 kV networks to enable comprehensive oversight of voltage stability, oscillation detection, and overall network health. Thus, sophisticated monitoring becomes crucial for understanding the risks associated with growing energy demand and infrastructure expansion in the country.

Moreover, WAMS strengthens Vietnam's energy infrastructure and pushes the smart grid market further by ensuring a more resilient and efficient grid system. Therefore, such technological progress supports the goals of sustainable development through the optimization of energy distribution, operational efficiency, and reduction of downtime owing to grid disturbances. With Vietnam embracing smart grid solutions, WAMS provides the benchmark for accelerating the application of smart grid technologies countrywide.

Smart Grid Expansion Across Regions to Drive Market Demand

The market is growing phenomenally, primarily driven by strategic developments across different regions. Each region is aiming to harness smart grid technologies to meet the growing energy demands effectively with sustainability. For instance, Tropical Vietnam, full of sunlight year-round, forecasts the capacity of solar power generation to be 4,100 MW by 2030, with its elements of land and sea solar farms, together with the promotion of rooftop production all over the country. Besides the reduction of carbon emissions and environmental sustainability, these initiatives are instrumental in increasing the adoption of smart grid technologies across each region. The smart grid market in Vietnam is growing fast, driven by active government policies and increasing investments in renewable energy infrastructure. The growth scenario underscores Vietnam's emerging role in the adoption and deployment of smart grid technologies in Southeast Asia.

Future Market Scenario (2024 - 2031F)

Upgradation of SCADA/EMS/DMS systems at national dispatch, regional dispatch, and sub-ordinate dispatch levels shall result in enhanced monitoring and control capabilities in the grid.

A model between Transmission System Operators (TSO) and Distribution System Operators (DSO) for coordination in managing distributed energy resources to foster grid stability and efficiency.

Two-way communication in smart meters will be deployed and demand response programs integrated to optimize energy consumption are expected to increase the reliability of the grid.

Advanced algorithms for frequency regulation, integration of Microgrid and HVDC technologies, and AI and big data solutions will improve grid flexibility and cybersecurity measures.

Key Players Landscape and Outlook

In recent years, the landscape of the Vietnam smart grid market has become increasingly collaborative, with a blend of international and local stakeholders driving innovation. Multinational corporations are leveraging their global experience to provide cutting-edge technologies and smart grid solutions tailored to Vietnam's unique challenges.

In September 2022, Industrial University of Ho Chi Minh City inaugurated the country's first university Smart Grid Lab, powered by ABB solutions. The state-of-the-art facility aims to educate and train 350 students yearly from the electrical, electronics, control, and automation faculties. The lab provides a real-time visualization of power grid operations, offering students a hands-on experience to tackle future power network challenges effectively. This move underscores the strong academic-industry partnership in preparing the next generation of professionals equipped to address Vietnam's evolving energy landscape.

Table of Contents

1. Project Scope and Definitions

2. Research Methodology

3. Executive Summary

4. Voice of Customer

• 4.1. Respondent Demographics
• 4.2. Utilities Actively Pursuing Smart Grid Implementation
• 4.3. Obstacle Hindering Smart Grid Deployments
• 4.4. Reasons For Smart Grid Implementation
• 4.5. Smart Grid Systems Employed
• 4.6. Investments Needed to Upgrade Smart Grid Infrastructure
• 4.7. Area To Seek Assistance
• 4.8. Aided Brand Awareness
• 4.9. After-Sales Support

5. Vietnam Smart Grid Market Outlook, 2017-2031F

• 5.1. Market Size Analysis & Forecast
  • 5.1.1. By Value
• 5.2. Market Share Analysis & Forecast
  • 5.2.1. By Network Area
    • 5.2.1.1. Home Area Network
    • 5.2.1.2. Neighborhood Area Network
    • 5.2.1.3. Wide Area Network
    • 5.2.1.4. Long Range Wide Area Network
    • 5.2.1.5. Others
  • 5.2.2. By Components
    • 5.2.2.1. Hardware
      • 5.2.2.1.1. Smart Sensors
      • 5.2.2.1.2. Smart Power Meters
      • 5.2.2.1.3. Super Conducting Cables
      • 5.2.2.1.4. Integrated Communications
      • 5.2.2.1.5. Phasor Measurement Units
      • 5.2.2.1.6. Others
    • 5.2.2.2. Software
      • 5.2.2.2.1. Smart Energy Management System
      • 5.2.2.2.2. Demand Response Management System
      • 5.2.2.2.3. Distribution Management System
      • 5.2.2.2.4. Outage Management System
  • 5.2.3. By Application
    • 5.2.3.1. Distribution Automation
    • 5.2.3.2. Conservation Voltage Reduction
    • 5.2.3.3. Substation Automation
    • 5.2.3.4. Advanced Metering Infrastructure
    • 5.2.3.5. Others
  • 5.2.4. By Region
    • 5.2.4.1. Northern
    • 5.2.4.2. Central
    • 5.2.4.3. Southern
  • 5.2.5. By Company Market Share Analysis (Top 5 Companies and Others - By Value, 2023)
• 5.3. Market Map Analysis, 2023
  • 5.3.1. By Network Area
  • 5.3.2. By Component
  • 5.3.3. By Application
  • 5.3.4. By Region

6. Porter's Five Forces Analysis

7. PESTLE Analysis

8. Market Dynamics

• 8.1. Market Drivers
• 8.2. Market Challenges

9. Market Trends and Developments

10. Case Studies

11. Competitive Landscape

• 11.1. Competition Matrix of Top 5 Market Leaders
• 11.2. SWOT Analysis for Top 5 Players
• 11.3. Key Players Landscape for Top 10 Market Players
  • 11.3.1. Schneider Electric SE
    • 11.3.1.1. Company Details
    • 11.3.1.2. Key Management Personnel
    • 11.3.1.3. Products and Services
    • 11.3.1.4. Financials (As Reported)
    • 11.3.1.5. Key Market Focus and Geographical Presence
    • 11.3.1.6. Recent Developments/Collaborations/Partnerships/Mergers and Acquisition
  • 11.3.2. General Electric Company
  • 11.3.3. Cisco Systems, Inc.
  • 11.3.4. IBM Vietnam Co.
  • 11.3.5. Siemens AG
  • 11.3.6. Central Power Corporation (EVN CPC)
  • 11.3.7. Vietnam's National Power Transmission Corporation (EVNNPT)
  • 11.3.8. Oracle Vietnam Pte Ltd
  • 11.3.9. Hitachi Energy Ltd.
  • 11.3.10. ABB Ltd.

Companies mentioned above DO NOT hold any order as per market share and can be changed as per information available during research work.

12. Strategic Recommendations

13. About Us and Disclaimer