소형 모듈 원자로 시장 : 유형, 온도, 배포, 용도, 최종사용자 산업별 - 세계 예측(2025-2030년)

The Small Modular Reactor Market was valued at USD 5.53 billion in 2023 and is projected to grow to USD 5.82 billion in 2024, with a CAGR of 5.42%, reaching USD 8.01 billion by 2030.

Small Modular Reactors (SMRs) have emerged as a groundbreaking technology reshaping the future of energy generation. As the global demand for sustainable, scalable, and secure energy sources increases, SMRs offer a compelling proposition with their reduced footprint, enhanced safety features, and flexible deployment options. This report examines the evolution of SMRs from conceptual innovations to practical solutions that address critical issues associated with traditional large-scale nuclear power plants. The rapid pace of technological advancement, combined with progressive regulatory frameworks, has paved the way for SMRs to bridge the gap between conventional energy paradigms and the emerging need for decentralized, low-carbon power systems.

Advancements in reactor design, coupled with a growing emphasis on minimizing environmental impacts, have accelerated interest in SMRs among utilities, governments, and private investors. This comprehensive analysis explores market drivers, challenges, and the multifaceted opportunities that lie ahead, ensuring stakeholders are equipped with the insights necessary to navigate a complex and dynamic energy landscape. Through an in-depth examination of market trends, technological innovations, and evolving policies, this discussion sets the stage for understanding the strategic importance of SMRs within the global power generation mix.

Transformative Shifts in the Small Modular Reactor Landscape

The landscape of small modular reactors is undergoing transformative shifts driven by technological innovation, regulatory evolution, and changing investor appetites. Recent years have seen a distinct departure from conventional large nuclear reactors toward more agile, smaller setups that promise reduced capital costs and improved adaptability to local demands. This paradigm shift is not only revolutionizing plant economics but also reinforcing safety standards through passive safety systems and modular construction techniques.

Innovation in reactor design plays a pivotal role in this transformation. As designs evolve from traditional pressure vessels to more compact and integrative models, safety, efficiency, and ease-of-deployment become central priorities. Investors and policymakers increasingly recognize the potential of SMRs to meet growing energy demands without the extended construction timelines and financial uncertainties associated with older technologies. Furthermore, international collaboration and knowledge exchange have accelerated the development and deployment of cutting-edge reactor models, contributing to a vibrant ecosystem where continuous improvement forms the backbone of market progress.

Driving these changes is a growing consensus among industry stakeholders that agile and flexible energy solutions are not just beneficial but essential for future resilience. With traditional energy sources facing both environmental constraints and heightened public scrutiny, SMRs stand as a testament to human ingenuity in adapting to an ever-changing global energy puzzle.

Key Segmentation Insights in the SMR Market

The segmentation of the small modular reactor market reveals the diverse and intricate structure of this emerging industry, highlighting opportunities across multiple dimensions. An analysis based on type categorizes developments into Fast Neutron Reactors, Heavy-Water Reactors, High-Temperature Gas-Cooled Reactors, and Light-Water Reactors, each offering a unique set of technical benefits and deployment challenges. In parallel, a temperature-based segmentation divides the market into High-Temperature Reactors, Liquid Metal Fast Reactors, and Molten Salt Reactors, underscoring the critical role that operating temperatures play in reactor performance and application feasibility.

Beyond technical specifications, deployment strategies further diversify the market through grid-connected and off-grid configurations, allowing for flexibility in reaching different demographic and geographic energy needs. When viewed through the lens of application, SMRs are tailored for a range of uses including desalination, district heating, electricity generation, hydrogen production, and industrial heat, reflecting the technology's versatility and its potential to act as a multi-functional energy provider.

Moreover, the end-user industry perspective reveals segmentation across commercial, industrial, and public infrastructures and utilities, with the industrial segment itself branching into chemical, manufacturing, mining, and oil and gas sectors. Such a nuanced breakdown aids in identifying market gaps and pinpointing investment opportunities, providing industry leaders with a clearer map of where to channel their resources for maximum impact.

Based on Type, market is studied across Fast Neutron Reactors, Heavy-Water Reactors, High-Temperature Gas-Cooled Reactors, and Light-Water Reactors.

Based on Temperature, market is studied across High-Temperature Reactors, Liquid Metal Fast Reactors, and Molten Salt Reactors.

Based on Deployment, market is studied across Grid-Connected and Off-Grid.

Based on Application, market is studied across Desalination, District Heating, Electricity Generation, Hydrogen Production, and Industrial Heat.

Based on End-User Industry, market is studied across Commercial, Industrial, and Public Infrastructures & Utilities. The Industrial is further studied across Chemical, Manufacturing, Mining, and Oil & Gas.

Key Regional Insights Across Global Markets

The global scope of SMR deployment is characterized by stark regional diversities that shape market opportunities and challenges. In the Americas, the emphasis on modernizing aging infrastructure and integrating economically viable, scalable energy solutions is driving early adoption of SMR technology. Investments here are often targeted at overcoming old grid constraints and establishing reliable, flexible power systems that can complement intermittent renewable sources.

Across Europe, the Middle East, and Africa, stringent environmental policies combined with a commitment to energy security are incentivizing investments in SMRs. European nations, in particular, are harnessing advanced regulatory frameworks to facilitate faster deployment of these reactors, while countries in the Middle East and Africa are exploring SMR technology as a means to capitalize on local energy resources and address growing population needs. Meanwhile, in the Asia-Pacific region, rapid industrialization and urban population expansion are acting as powerful catalysts for SMR integration. Governments in these territories are actively looking to diversify their energy mix, mitigate environmental degradation, and reduce reliance on imported fossil fuels by investing in innovative nuclear solutions that promise enhanced safety and resilience.

Based on Region, market is studied across Americas, Asia-Pacific, and Europe, Middle East & Africa. The Americas is further studied across Argentina, Brazil, Canada, Mexico, and United States. The United States is further studied across Alabama, Illinois, New York, North Carolina, Pennsylvania, South Carolina, and Texas. The Asia-Pacific is further studied across Australia, China, India, Indonesia, Japan, Malaysia, Philippines, Singapore, South Korea, Taiwan, Thailand, and Vietnam. The Europe, Middle East & Africa is further studied across Denmark, Egypt, Finland, France, Germany, Israel, Italy, Netherlands, Nigeria, Norway, Poland, Qatar, Russia, Saudi Arabia, South Africa, Spain, Sweden, Switzerland, Turkey, United Arab Emirates, and United Kingdom.

Key Companies Forging the Future of SMRs

In this competitive space, a host of influential players are driving the technological innovations and market expansion of SMRs. Key companies such as ARC Clean Technology, Inc. and AtkinsRealis Group Inc. continue to pioneer research and development initiatives that push the boundaries of reactor design. Collaborations across markets are evident with companies like Blykalla AB and China National Nuclear Corporation integrating advanced safety features and cost-effective construction methodologies.

Leaders including General Atomics and General Electric Company harness decades of expertise to refine operational efficiencies, while Holtec International and Kairos Power are notable for their commitment to integrating innovative cooling and control systems. Additionally, organizations such as Mirion Technologies, Inc. along with Mitsubishi Heavy Industries, Ltd. and Moltex Energy Ltd. have significantly contributed by optimizing reactor components and enhancing system reliability.

Emerging entities like NANO Nuclear Energy Inc. and NuScale Power Corporation are intensifying the focus on modularity and scalability. Other notable contributors include Oklo, Inc., Rolls-Royce Holdings PLC, and Seaborg Technologies ApS, whose technological advancements are complemented by Southern Company and State Atomic Energy Corporation ROSATOM, which bring robust operational experience to the arena. Visionaries such as TerraPower LLC, Terrestrial Energy Inc., ThorCon Power, and Toshiba Corporation are also in the mix, alongside Tractebel Group by Engie Group, Westinghouse Electric Company LLC, X Energy, LLC, and Electricite de France SA, collectively carving a path toward a safer, more efficient nuclear future.

The report delves into recent significant developments in the Small Modular Reactor Market, highlighting leading vendors and their innovative profiles. These include ARC Clean Technology, Inc., AtkinsRealis Group Inc., Blykalla AB, China National Nuclear Corporation, General Atomics, General Electric Company, Holtec International, Kairos Power, Mirion Technologies, Inc., Mitsubishi Heavy Industries, Ltd., Moltex Energy Ltd., NANO Nuclear Energy Inc., NuScale Power Corporation, Oklo, Inc., Rolls-Royce Holdings PLC, Seaborg Technologies ApS, Southern Company, State Atomic Energy Corporation ROSATOM, TerraPower LLC, Terrestrial Energy Inc., ThorCon Power, Toshiba Corporation, Tractebel Group by Engie Group, Westinghouse Electric Company LLC, X Energy, LLC, and Electricite de France SA. Actionable Recommendations for Industry Leaders

Industry leaders must strategically navigate this evolving landscape by aligning investments with rapidly progressing technological milestones. It is crucial to foster collaborations with research institutions and technology innovators to gain early access to breakthrough developments. Companies should focus on segment-specific strategies-optimizing reactor design based on type and temperature, while simultaneously evaluating deployment conditions and application-specific requirements.

Moreover, a proactive approach toward regulatory compliance and the integration of advanced safety measures can provide a competitive edge. Leaders are encouraged to invest in pilot projects that demonstrate the practical viability of grid-connected as well as off-grid configurations, thus ensuring readiness to scale operations once market conditions become favorable. Emphasis on diversification across end-user industries-spanning commercial applications, industrial processes, and public infrastructure-can mitigate risks while maximizing revenue streams.

Multinational firms, particularly those with a global footprint, must leverage regional insights to customize strategies that reflect local regulatory environments, infrastructural challenges, and market preferences. The convergence of technological, economic, and environmental imperatives makes it essential for industry leaders to adopt an agile strategic framework, one that is capable of swiftly adapting to both opportunities and emerging challenges in the SMR ecosystem.

Conclusion: Charting a Secure and Sustainable Energy Future

As the report has outlined, the small modular reactor market stands at the precipice of transformative change. Driven by technological innovation, nuanced market segmentation, and dynamic regional demands, SMRs present a viable alternative to traditional nuclear power generation. The emphasis on safety, cost-effectiveness, and environmental sustainability positions these reactors as a cornerstone for future energy strategies.

In summary, the evolution of SMR technology is emblematic of a broader shift towards decentralized, resilient, and adaptive energy systems. The diverse segmentation across reactor types, operating temperatures, deployment models, applications, and end-user industries not only highlights the inherent versatility of this technology but also underscores the myriad opportunities available for investment and development. These insights provide a compelling narrative for stakeholders poised at the intersection of innovation and implementation.

Ultimately, embracing these advancements can significantly contribute to a secure and sustainable energy future, ensuring that industries, governments, and communities are equipped to meet the growing global energy demand with confidence and efficiency.

Table of Contents

1. Preface

• 1.1. Objectives of the Study
• 1.2. Market Segmentation & Coverage
• 1.3. Years Considered for the Study
• 1.4. Currency & Pricing
• 1.5. Language
• 1.6. Stakeholders

2. Research Methodology

• 2.1. Define: Research Objective
• 2.2. Determine: Research Design
• 2.3. Prepare: Research Instrument
• 2.4. Collect: Data Source
• 2.5. Analyze: Data Interpretation
• 2.6. Formulate: Data Verification
• 2.7. Publish: Research Report
• 2.8. Repeat: Report Update

3. Executive Summary

4. Market Overview

5. Market Insights

• 5.1. Market Dynamics
  • 5.1.1. Drivers
    • 5.1.1.1. Continuously increasing demand for energy worldwide
    • 5.1.1.2. Favorable government initiatives for expanding energy generation
  • 5.1.2. Restraints
    • 5.1.2.1. Concern regarding high capital investments and complex manufacturing
  • 5.1.3. Opportunities
    • 5.1.3.1. Integration of small modular reactors in renewable energy microgrids
    • 5.1.3.2. Emerging public-private partnerships to expand nuclear power projects
  • 5.1.4. Challenges
    • 5.1.4.1. Concerns related to radioactive waste and issues associated with lower power output
• 5.2. Market Segmentation Analysis
  • 5.2.1. Type: Increasing demand for light-water reactors due to easier regulatory acceptance
  • 5.2.2. Temperature: Utilization of high-temperature reactors in industrial settings due to their capacity for high-efficiency power generation
  • 5.2.3. Deployment: Growing adoption of grid-connected systems with increasing demand for scalability among industries
  • 5.2.4. Application: Increasing demand for small modular reactors in hydrogen production as an emerging pathway to decarbonization
  • 5.2.5. End-User Industry: Rising adoption of small modular reactors across Industries enhancing sustainability and reducing carbon emissions
• 5.3. Porter's Five Forces Analysis
  • 5.3.1. Threat of New Entrants
  • 5.3.2. Threat of Substitutes
  • 5.3.3. Bargaining Power of Customers
  • 5.3.4. Bargaining Power of Suppliers
  • 5.3.5. Industry Rivalry
• 5.4. PESTLE Analysis
  • 5.4.1. Political
  • 5.4.2. Economic
  • 5.4.3. Social
  • 5.4.4. Technological
  • 5.4.5. Legal
  • 5.4.6. Environmental

6. Small Modular Reactor Market, by Type

• 6.1. Introduction
• 6.2. Fast Neutron Reactors
• 6.3. Heavy-Water Reactors
• 6.4. High-Temperature Gas-Cooled Reactors
• 6.5. Light-Water Reactors

7. Small Modular Reactor Market, by Temperature

• 7.1. Introduction
• 7.2. High-Temperature Reactors
• 7.3. Liquid Metal Fast Reactors
• 7.4. Molten Salt Reactors

8. Small Modular Reactor Market, by Deployment

• 8.1. Introduction
• 8.2. Grid-Connected
• 8.3. Off-Grid

9. Small Modular Reactor Market, by Application

• 9.1. Introduction
• 9.2. Desalination
• 9.3. District Heating
• 9.4. Electricity Generation
• 9.5. Hydrogen Production
• 9.6. Industrial Heat

10. Small Modular Reactor Market, by End-User Industry

• 10.1. Introduction
• 10.2. Commercial
• 10.3. Industrial
  • 10.3.1. Chemical
  • 10.3.2. Manufacturing
  • 10.3.3. Mining
  • 10.3.4. Oil & Gas
• 10.4. Public Infrastructures & Utilities

11. Americas Small Modular Reactor Market

• 11.1. Introduction
• 11.2. Argentina
• 11.3. Brazil
• 11.4. Canada
• 11.5. Mexico
• 11.6. United States

12. Asia-Pacific Small Modular Reactor Market

• 12.1. Introduction
• 12.2. Australia
• 12.3. China
• 12.4. India
• 12.5. Indonesia
• 12.6. Japan
• 12.7. Malaysia
• 12.8. Philippines
• 12.9. Singapore
• 12.10. South Korea
• 12.11. Taiwan
• 12.12. Thailand
• 12.13. Vietnam

13. Europe, Middle East & Africa Small Modular Reactor Market

• 13.1. Introduction
• 13.2. Denmark
• 13.3. Egypt
• 13.4. Finland
• 13.5. France
• 13.6. Germany
• 13.7. Israel
• 13.8. Italy
• 13.9. Netherlands
• 13.10. Nigeria
• 13.11. Norway
• 13.12. Poland
• 13.13. Qatar
• 13.14. Russia
• 13.15. Saudi Arabia
• 13.16. South Africa
• 13.17. Spain
• 13.18. Sweden
• 13.19. Switzerland
• 13.20. Turkey
• 13.21. United Arab Emirates
• 13.22. United Kingdom

14. Competitive Landscape

• 14.1. Market Share Analysis, 2023
• 14.2. FPNV Positioning Matrix, 2023
• 14.3. Competitive Scenario Analysis
  • 14.3.1. Canadian government invests USD 11 million in small modular reactor and hydrogen technology research
  • 14.3.2. DOE Announces USD 900 Million Boost for Generation III+ Small Modular Reactor Technologies Under Biden's Bipartisan Infrastructure Law
  • 14.3.3. Russia and Uzbekistan to collaborate on small modular reactor project
  • 14.3.4. Doosan Enerbility secures USD 37 billion contract with NuScale Power to supply SMR components, enhancing global market penetration and sustainability efforts
  • 14.3.5. Rolls-Royce SMR to produce prototype modules at new facility
  • 14.3.6. GE Hitachi forms supplier group to support BWRX-300 SMR development
  • 14.3.7. China advances small nuclear reactor program with digital control system installation
  • 14.3.8. Industria and CVG Forge Partnership to Boost Rolls-Royce SMR Projects, Paving the Way for 50,000 Tonnes of Low-Carbon Hydrogen in Poland
  • 14.3.9. Westinghouse partners with UK's community nuclear power to deploy a fleet of AP300 small modular reactors
  • 14.3.10. Russia collaborates with India to build small modular reactors
  • 14.3.11. ENEC and GE Hitachi sign MoU for potential investment and deployment of small modular reactor technology
  • 14.3.12. Westinghouse Unveils AP300, A Cost-Efficient, Scaled-Down SMR with Proven AP1000 Technology
• 14.4. Strategy Analysis & Recommendation
  • 14.4.1. NuScale Power Corporation
  • 14.4.2. General Electric Company
  • 14.4.3. Rolls-Royce Holdings PLC
  • 14.4.4. Westinghouse Electric Corporation

Companies Mentioned

• 1. ARC Clean Technology, Inc.
• 2. AtkinsRealis Group Inc.
• 3. Blykalla AB
• 4. China National Nuclear Corporation
• 5. General Atomics
• 6. General Electric Company
• 7. Holtec International
• 8. Kairos Power
• 9. Mirion Technologies, Inc.
• 10. Mitsubishi Heavy Industries, Ltd.
• 11. Moltex Energy Ltd.
• 12. NANO Nuclear Energy Inc.
• 13. NuScale Power Corporation
• 14. Oklo, Inc.
• 15. Rolls-Royce Holdings PLC
• 16. Seaborg Technologies ApS
• 17. Southern Company
• 18. State Atomic Energy Corporation ROSATOM
• 19. TerraPower LLC
• 20. Terrestrial Energy Inc.
• 21. ThorCon Power
• 22. Toshiba Corporation
• 23. Tractebel Group by Engie Group
• 24. Westinghouse Electric Company LLC
• 25. X Energy, LLC
• 26. Electricite de France SA