세계의 주거용 히트 펌프(HP) 산업(2024-2035년)

The Need to Decarbonize Residential Buildings is Driving Transformational Growth

The global residential heat pump (HP) market is forecast to reach 17.0 million units by 2035, up from 7.6 million in 2024. Market definitions are important to the market forecast, and Frost & Sullivan excludes the sale of HPs for air conditioning. Market revenues are forecast to reach $80.43 billion by 2035, at a CAGR of 8.5% from 2024 to 2035. As of 2024, Europe and the United States are the largest markets, holding 74.6% of global unit sales and 74.0% of global revenues, followed by China and Japan. HPs offer several advantages, including higher efficiency and the acceleration of heat decarbonization, as renewable electricity powers them. However, challenges include market- and site-dependent suitability and factors such as the age of households and insulation that require evaluation. Installation costs, especially for existing properties, are significant, and HPs have higher capital costs than gas boilers. Additionally, wider investment is necessary to ensure that HPs do not strain local electricity grids. Skilled installers and consultants are lacking in some markets, and the public is hesitant because of their familiarity with boiler technology.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Residential Heat Pump (HP) Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Key Insights

Growth Environment: Ecosystem

• Scope of Analysis
• Market Overview and Definitions
• Segmentation
• Distribution Channels

Growth Environment: Companies to Action (C2A)

• Competitive Environment
• Key Competitors

Growth Opportunity Analysis: Growth Generator

• Growth Metrics
• Market Overview and Definitions
• Growth Drivers
• Growth Restraints
• Heat-as-a-Service
• Residential Energy Uses Variances
• The European Race for Heat Pumps
• Heat Pumps Installed Base
• HPs are Cheaper than Gas Boilers-Fact or Fiction? (UK Case Example)
• EU Regulatory Outlook Favoring HPs
• Fossil Fuel Bans Across Europe
• Support Mechanisms by Country for HPs in New Buildings
• Support Mechanisms by Country for HPs in Renovated Buildings
• Forecast Considerations
• Residential HP Revenue and Unit Shipment Forecast
• Residential HP Unit Shipment Forecast by Technology
• Residential HP Revenue Forecast by Technology
• Unit Shipment and Revenue Forecast by ASHP (ATA) Application
• Unit Shipment and Revenue Forecast by ASHP (ATW) Application
• Residential HP Unit Forecast by Region
• Residential HP Revenue Forecast by Region
• Revenue and Unit Shipment Forecast Analysis by Region
• Competitive Environment-Tier Analysis
• Competitive Environment-Analysis
• Residential HP Unit Shipment Forecast by Country
• ASHP Unit Shipment Forecast by Country
• Unit Shipment Forecast by ASHP (Air-Air) Application by Country
• Unit Shipment Forecast by ASHP (Air-Water) Application by Country
• GSHP Unit Shipment Forecast by Country
• Residential HP Revenue Forecast by Country
• ASHP Revenue Forecast by Country
• Revenue Forecast by ASHP (Air-Air) Application by Country
• Revenue Forecast by ASHP (Air-Water) Application by Country
• GSHP Revenue Forecast by Country
• Residential HP Market-France
• Installed Base Forecast-France
• Residential HP Market-United Kingdom
• Installed Base Forecast-United Kingdom
• Residential HP Market-Germany
• Installed Base Forecast-Germany
• Residential HP Market-Italy
• Installed Base Forecast-Italy
• Residential HP Market-Sweden
• Installed Base Forecast-Sweden
• Residential HP Market-Denmark
• Installed Base Forecast-Denmark
• Residential HP Market-Finland
• Installed Base Forecast-Finland
• Residential HP Market-Spain
• Installed Base Forecast-Spain
• Residential HP Market-The Netherlands
• Installed Base Forecast-The Netherlands
• Residential HP Market-Norway
• Installed Base Forecast-Norway
• Residential HP Market-Poland
• Installed Base Forecast-Poland
• Residential HP Market-United States
• Installed Base Forecast-United States

Growth Opportunity Universe

• Growth Opportunity 1: Heat-as-a-Service
• Growth Opportunity 2: Industry Convergence
• Growth Opportunity 3: Smart Heat Pumps

Appendix & Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• List of Exhibits
• Legal Disclaimer