Low Voltage AC Motor Market Grew by 21.2% in 2022
2022年低壓交流電機(jī)市場增長21.2%

Updated research from Interact Analysis shows that the low-voltage (LV) AC motor market has fared well in terms of growth over the past few years, largely as a result of higher prices. In 2022 alone, the market grew to $17 billion with prices increasing by around 35% to 40% in the first half of the year.

來自Interact Analysis的最新研究表明，低壓交流電機(jī)市場在過去幾年的增長中表現(xiàn)良好，這在很大程度上是價(jià)格上漲的結(jié)果。光是2022年，該市場就增長到170億美元，上半年價(jià)格上漲大約35%至40%。

As prices rose exponentially in 2022, this allowed for a 21.2% growth rate for the LV AC motor market this year. However, it is expected that a slight price decline in the second half of the year will have a knock-on effect on revenue and growth rates. Looking out to 2023, price declines will continue but the volume sold looks set to remain high, matching the 2022 rate. Overall, growth is expected to slow but not fall, as the current economic climate and high interest rates are likely to influence demand for LV AC motors, particularly within the machinery sector.

由于價(jià)格在2022年成倍上漲，這使得該年度低壓交流電機(jī)市場的增長率達(dá)到21.2%。不過預(yù)計(jì)下半年價(jià)格的小幅下降將對(duì)收入和增長率產(chǎn)生連鎖效應(yīng)。展望2023年，價(jià)格將繼續(xù)下跌，但銷量看起來將保持高位，與2022年的水平相當(dāng)。總的來說，由于目前的經(jīng)濟(jì)環(huán)境和高利率可能會(huì)影響對(duì)低壓交流電機(jī)的需求，特別是在機(jī)械領(lǐng)域，預(yù)計(jì)增長將放緩但不會(huì)下降。

（2021-2027年低壓交流電機(jī)營收及逐年增長率，來源：Interact Analysis）

The demand for motors tends to mirror the performance of the manufacturing sector. In 2023, LV motors market growth is projected to slow to around 0.29% in unit sale terms, with revenues falling by >10% due to reciprocal price decreases. The manufacturing sector is also likely to experience slow growth in 2023 because of high interest rates and economic uncertainty caused by the Ukraine-Russia war. Many customers are thought to have overstocked in previous years and the motor market is emerging from this period of exponential demand. Taking a longer term look at the market, it is anticipated that 2026 will see a year of economic decline affect sales.

電機(jī)的需求往往反映了制造業(yè)的表現(xiàn)。2023年，低壓電機(jī)市場的增長預(yù)計(jì)將放緩至單位銷售量的0.29%左右，但隨著價(jià)格相應(yīng)下降，收入將下降10%以上。由于高利率和俄烏戰(zhàn)爭導(dǎo)致的經(jīng)濟(jì)不確定性，制造業(yè)也可能在2023年經(jīng)歷緩慢增長。許多客戶被認(rèn)為前幾年庫存過剩，電機(jī)市場正從這個(gè)需求指數(shù)增長的時(shí)期走出來。從更長遠(yuǎn)的角度來看市場，預(yù)計(jì)2026年將是經(jīng)濟(jì)衰退影響銷售的一年。
 
Adoption of IE4 motors has been well received by EMEA and legislation regulating the efficiency of motors in the EU continues to be a driving force for the market. While EMEA has tended to produce the highest priced motors, IE4 legislation has pushed prices up further and has also forced other regions to increase the prices of their LV AC motors. By 2027, almost 30% of market revenues in EMEA regions will come from IE4 motors, in part because all 75kW and 200kW motors must be IE4 compliant in 2023. However, the situation in the Americas regions is very different due to a lack of regulation concerning IE4, with average selling prices likely to remain stable out to 2027 as they currently sit just behind that of the EMEA region. The APAC region currently holds the lion’s share of the LV motor market revenues but there is little in the way of regulation for IE4 motors. The majority of motors produced in the region are IE3 compliant and APAC looks set to be the largest market for lower efficiency motors out to 2027.

IE4電機(jī)的采用受到了歐洲、中東和非洲地區(qū)（EMEA）的歡迎，歐盟規(guī)范電機(jī)效率的立法繼續(xù)成為市場的驅(qū)動(dòng)力。雖然EMEA傾向于生產(chǎn)價(jià)格最高的電機(jī)，但I(xiàn)E4法規(guī)進(jìn)一步推高了價(jià)格，也迫使其他地區(qū)提高其低壓交流電機(jī)的價(jià)格。到2027年，歐洲、中東和非洲地區(qū)接近30%的市場收入將來自IE4電機(jī)，部分原因是所有75kW和200kW的電機(jī)在2023年必須符合IE4標(biāo)準(zhǔn)。不過，由于缺乏IE4的相關(guān)法規(guī)，美洲地區(qū)的情況有所不同，平均銷售價(jià)格可能會(huì)在2027年之前保持穩(wěn)定，因?yàn)樗麄兡壳皟H次于歐洲、中東和非洲地區(qū)。亞太地區(qū)目前占據(jù)了低壓電機(jī)市場收入的絕大部分，但對(duì)IE4電機(jī)的監(jiān)管不足。該地區(qū)生產(chǎn)的大多數(shù)電機(jī)都符合IE3標(biāo)準(zhǔn)，而且亞太地區(qū)將成為2027年之前低效率電機(jī)的最大市場。

Blake Griffin, senior analyst at Interact Analysis commented, “Perhaps the most prominent finding we have from this report is the impact that price volatility is having on market growth. In our previous report, we expected prices to rise to a certain level and stagnate for a few years before declining. We have seen the opposite. The motor market is currently experiencing extreme price volatility and changes in the global economy, making forecasting very difficult. We can, however, confidently predict that prices will decline from 2023 onwards before they begin to stabilize in 2026/2027.”

Interact Analysis高級(jí)分析師Blake Griffin評(píng)論說："也許我們在這份報(bào)告中最突出的發(fā)現(xiàn)是價(jià)格波動(dòng)對(duì)市場增長的影響。在我們之前的報(bào)告中，我們預(yù)計(jì)價(jià)格會(huì)上升到一定的水平，并在下降前停滯幾年，但我們看到了相反的情況。電機(jī)市場目前正經(jīng)歷極端的價(jià)格波動(dòng)和全球經(jīng)濟(jì)的變化，這使得預(yù)測非常困難。然而，我們可以充滿信心地預(yù)測，在2026/2027年開始穩(wěn)定之前，價(jià)格將從2023年開始下降。"