报告：2022年低压交流电机市场增长21.2%

Low Voltage AC Motor Market Grew by 21.2% in 2022
2022年低压交流电机市场增长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.

来自Interact Analysis的最新研究表明，低压交流电机市场在过去几年的增长中表现良好，这在很大程度上是价格上涨的结果。光是2022年，该市场就增长到170亿美元，上半年价格上涨大约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.

由于价格在2022年成倍上涨，这使得该年度低压交流电机市场的增长率达到21.2%。不过预计下半年价格的小幅下降将对收入和增长率产生连锁效应。展望2023年，价格将继续下跌，但销量看起来将保持高位，与2022年的水平相当。总的来说，由于目前的经济环境和高利率可能会影响对低压交流电机的需求，特别是在机械领域，预计增长将放缓但不会下降。

（2021-2027年低压交流电机营收及逐年增长率，来源：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.

电机的需求往往反映了制造业的表现。2023年，低压电机市场的增长预计将放缓至单位销售量的0.29%左右，但随着价格相应下降，收入将下降10%以上。由于高利率和俄乌战争导致的经济不确定性，制造业也可能在2023年经历缓慢增长。许多客户被认为前几年库存过剩，电机市场正从这个需求指数增长的时期走出来。从更长远的角度来看市场，预计2026年将是经济衰退影响销售的一年。
 
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电机的采用受到了欧洲、中东和非洲地区（EMEA）的欢迎，欧盟规范电机效率的立法继续成为市场的驱动力。虽然EMEA倾向于生产价格最高的电机，但IE4法规进一步推高了价格，也迫使其他地区提高其低压交流电机的价格。到2027年，欧洲、中东和非洲地区接近30%的市场收入将来自IE4电机，部分原因是所有75kW和200kW的电机在2023年必须符合IE4标准。不过，由于缺乏IE4的相关法规，美洲地区的情况有所不同，平均销售价格可能会在2027年之前保持稳定，因为他们目前仅次于欧洲、中东和非洲地区。亚太地区目前占据了低压电机市场收入的绝大部分，但对IE4电机的监管不足。该地区生产的大多数电机都符合IE3标准，而且亚太地区将成为2027年之前低效率电机的最大市场。

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高级分析师Blake Griffin评论说："也许我们在这份报告中最突出的发现是价格波动对市场增长的影响。在我们之前的报告中，我们预计价格会上升到一定的水平，并在下降前停滞几年，但我们看到了相反的情况。电机市场目前正经历极端的价格波动和全球经济的变化，这使得预测非常困难。然而，我们可以充满信心地预测，在2026/2027年开始稳定之前，价格将从2023年开始下降。"