市場調査レポート

アジアのスマートグリッド市場・技術・戦略:2012年〜2016年

The Smart Grid in Asia, 2012-2016: Markets, Technologies and Strategies

発行 Greentech Media Inc. 商品コード 240024
出版日 ページ情報 英文
納期: 即日から翌営業日
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アジアのスマートグリッド市場・技術・戦略:2012年〜2016年 The Smart Grid in Asia, 2012-2016: Markets, Technologies and Strategies
出版日: 2012年05月07日 ページ情報: 英文
概要

現在、中国、日本、および韓国のスマートグリッド市場累計額は85億米ドルとなっており、2016年までに190億米ドルへ拡大すると予測されています。中国はアジアのスマートグリッド市場の70%を占め、アジアのスマートグリッド企業へブロードキャスト市場機会を提供しています。日本、および韓国はそれぞれ20%、10%を占めています。

当レポートでは、アジアのスマートグリッド市場について調査し、国別のエネルギー予測、スマートグリッド関連技術および導入の動向、今後5ヵ年のスマートグリッド市場予測、国内ベンダーの分類、各市場におけるスマートグリッド企業のポジショニングに関する戦略的見通しなどを提供しており、概略下記の構成でお届けいたします。

第1章 イントロダクション

第2章 中国

  • 主な調査結果
  • 中国の送電網概要およびスマートグリッドの展望
    • 中国のユーティリティプロファイル
    • 政策および第12次5カ年計画
    • 国家的グリッドにおける11年間のスマートグリッドのロードマップ:2009年〜2020年
    • 送電網における総投資
  • 電力市場および市場の概況
    • エネルギー市場
    • 送電網市場における成長動向
  • スマートグリッド技術・予測
    • スマートメーター
    • 需要管理
    • 変電所・配電自動化
    • ホーム・ビル管理システムおよびPFTTH
    • 電気自動車
    • 送電線および超高電圧AC・DC
    • 再生可能エネルギー・発電
  • 中国におけるベンダーのスナップショット
    • 国内ベンダー
    • 外国ベンダー
  • まとめ

第3章 日本

  • 主な調査結果
  • 日本の送電網概要およびスマートグリッドの展望
    • 日本の送電網概要
    • 電力会社10社のレビュー
    • スマートシティのコンセプト
  • スマートグリッド技術・予測
    • スマートメーター
    • 需要管理および電力市場
    • 変電所・配電自動化
    • ホーム・ビル・コミュニティー用エネルギー管理システム
    • 電気自動車
    • 再生可能エネルギーの統合および分散型発電
    • ケーススタディ:4つの大型スマートシティプロジェクト
  • 日本におけるベンダーのスナップショット
  • まとめ

第4章 韓国

  • 主な調査結果
  • 韓国の送電網概要およびスマートグリッドの展望
    • 韓国の電力会社
    • 戦略的スマートグリッド地域
    • 投資および期待されるメリット
  • 電力市場および市場の概況
  • スマートグリッド技術・予測
    • スマートメーターおよび予測
    • 需要管理
    • 変電所・配電自動化
    • ホーム・ビル用エネルギー管理システム
    • 電気自動車と充電インフラ
    • 再生可能エネルギー
    • ケーススタディ:済州島での試験
  • 韓国におけるベンダーのスナップショット
  • まとめ

第5章 付録

図表

目次

The cumulative smart grid technology markets of China, Japan, and South Korea are currently valued at nearly US$8.5 billion, with GTM Research forecasting that value to grow to $19 billion by 2016. China represents 70% of the Asia smart grid market, offering some of the broadest market opportunities to smart grid players in Asia. Japan and South Korea represent 20% and 10% respectively.

At over 180 pages, The Smart Grid in Asia, 2012-2016 is the definitive source for organizations looking to capitalize on Asia's predominant smart grid markets. A clear understanding of these countries' respective energy scenarios, as well as the associated smart grid technology and deployment trends will be crucial to achieving meaningful entry. The report provides a detailed five-year smart grid forecast, domestic vendor taxonomies, and strategic perspectives on how smart grid players should position themselves in each market.

FIGURE: Smart Grid Market Assessment for 2016

Notes:
Figures are annual estimates, unles otherwise stated.
DA total market size is a rough estimation of $125,000 spent on automation per substation.
HEMS market by 2016 assumes 30% penetration, $150 per home, $50 per home in China. China is unlikely to have HEMS installed until after 2016, therefore current
market potential is 10% of $4.5 billion regular market size, or a 3% market penetration.

Source: GTM Research

While evolving rapidly, it is important to note that each market's growth will be characterized by the specific needs of their utilities and existing grids. The vast majority of smart grid investment in China will center around transmission, distribution automation and automatic metering reading (AMR) to support a developing grid and robust renewables build-out. In Japan, the sunsetting of all of the country's nuclear plants has created an acute need for demand response, home energy management and smart meter deployments. While in South Korea, the market is developing quite differently; for the country with the most reliable grid in the world, South Korea and its chaebols are looking to develop next-gen smart grid technologies across all segments primarily for global export.

In addition, the report identifies the leading strategies for addressing each of Asia's smart grid markets, and analyzes the companies that are currently winning big. This list includes; ABB, Accenture, BPL Global, Echelon, Freescale, GE, Holley Metering, Moxa, RuggedCom, Siemens, State Grid Corporation of China, Wasion, XD Electric, XJ Group.

VALUE ADDED ELEMENTS

  • Historical profiles of each country's electricity market and grid investment roadmap.
  • Utility deployment case studies for different smart grid technologies in each country.
  • Current market valuations with five-year forecasts through 2016 by technology.
  • Competitive analysis on domestic M&A / foreign-entrant strategies for each market.
  • Vendor taxonomies with snapshots of the most active 37 vendors in the region.

STRATEGIC INQUIRIES

  • What are utility smart grid deployment trends in each of these countries?
  • Which smart grid technology segments offer the best opportunities and why?
  • How are vendor business models evolving in each country and how is this affecting smart grid investment?
  • Which domestic and foreign firms are best-positioned to take advantage of these markets in the near- and long-term?
  • How can foreign vendors best make a play in Asia?

SAMPLE ANALYSIS AND FIGURES

WASION METER SALES, 2010-2011

Wasion is one of the biggest winners in China's tender process in the realm of smart meters. During SGCC's 2010 centralized meter tenders, Wasion maintained the leading position in three-phase meters, and was second in single-phase meters and in total meter count won, around $131.42 million.

GTM RESEARCH SMART METER FORECAST, 2011-2016

Smart meters are a hot market in Japan. The Ministry of Economy, Trade, and Industry (METI) mandated a rollout of 80% penetration by 2015, rather than the original timeline of 2020.

SMART GRID VENDORS IN CHINA

Table of Contents

1. Introduction

  • 1.1. Statistics and Countrywide Comparisons
    • 1.1.1. Financial
    • 1.1.2. Generation
    • 1.1.3. Transmission and Distribution
    • 1.1.4. Metering Infrastructure
    • 1.1.5. Electric Vehicles

2. China

  • 2.1. Key Findings
  • 2.2. Chinese Power Grid Overview and Smart Grid Vision
    • 2.2.1. Chinese Utility Profiles
      • 2.2.1.1. State Grid Corporation of China
      • 2.2.1.2. China Southern Grid
      • 2.2.1.3. Duopoly Impact on Industry
      • 2.2.1.4. Procurement Process
    • 2.2.2. Policy and the 12th Five-Year Plan
      • 2.2.2.1. 12th Five Year Plan Excerpts
      • 2.2.2.2. Complementary 12th Five-Year Plan Highlights
    • 2.2.3. State Grid's 11-Year Smart Grid Roadmap, 2009-2020
    • 2.2.4. Total Investments in Power Grid
  • 2.3. Electricity Market and General Market Conditions
    • 2.3.1. Energy Markets
    • 2.3.2. Growth Trends in the Power Grid Market
      • 2.3.2.1. Strong Domestic Vendor Community
      • 2.3.2.2. Historical Underinvestment in the Distribution Grid
      • 2.3.2.3. Strong Growth in Power Demand
  • 2.4. Smart Grid Technologies and Forecasts
    • 2.4.1. Smart Meters
      • 2.4.1.1. Standards, Classifications, and Smart Meter Technologies
      • 2.4.1.2. Meter Classifications and State Grid's Meter Requirements
      • 2.4.1.3. Installation Data and Forecast
      • 2.4.1.4. 2010 State Grid Corporation Tender
      • 2.4.1.5. Smart Meter Vendors
      • 2.4.1.6. Case Study: Wasion Meter Sales
    • 2.4.2. Demand Side Management
      • 2.4.2.1. Obstacles to Demand Response Adoption
      • 2.4.2.2. Pumped Hydro Versus Other Storage
      • 2.4.2.3. Demand-Side Management and Pricing
    • 2.4.3. Substation and Distribution Automation
      • 2.4.3.1. Architecture at the Distribution Level and Below
      • 2.4.3.2. Case Study: Substation Automation in Suzhou, Jiangsu
      • 2.4.3.3. Case Study: Dalv 110kV Substation
    • 2.4.4. Home and Building Management Systems and Power Fiber to the Home
      • 2.4.4.1. Power Fiber to the Home
      • 2.4.4.2. Case Study: Lianxiangyuan, Beijing Pilot Project
      • 2.4.4.3. Case Study: Yard 95, Fucheng Road, Beijing Pilot Project
      • 2.4.4.4. Cast Study: Tianjin Eco-City
    • 2.4.5. Electric Vehicles
      • 2.4.5.1. Funding: Public and Private
      • 2.4.5.2. Battery Manufacturing and Technology Issues
      • 2.4.5.3. Pilot Project: Ten Cities, One Thousand Vehicles
      • 2.4.5.4. Case Study: Build Your Dreams (BYD) in Shenzhen
      • 2.4.5.5. Build Your Dreams (BYD) Profile
    • 2.4.6. Transmission Lines and Ultra High Voltage AC and DC
      • 2.4.6.1. Why Ultra High Voltage in China
      • 2.4.6.2. Outlook and Investments
      • 2.4.6.3. Transmission Infrastructure Purchases
      • 2.4.6.4. Case Studies: Extra High Voltage and Ultra High Voltage Projects
      • 2.4.6.5. Phasor Measurement Units and Wide Area Measurement Systems
    • 2.4.7. Renewables and Generation
      • 2.4.7.1. Onshore and Offshore Wind
      • 2.4.7.2. Onshore Wind Installed Capacity
      • 2.4.7.3. Solar Photovoltaic
      • 2.4.7.4. Solar Photovoltaic Domestic Installation Outlook
  • 2.5. China Vendor Snapshots
    • 2.5.1. Domestic Vendors
    • 2.5.2. Foreign Vendors
      • 2.5.2.1. ABB
      • 2.5.2.2. Siemens
      • 2.5.2.3. Eaton
      • 2.5.2.4. BPL Global
      • 2.5.2.5. IBM
      • 2.5.2.6. GE
  • 2.6. Closing Remarks

3. Japan

  • 3.1. Key Findings
  • 3.2. Japanese Power Grid Overview and Smart Grid Vision
    • 3.2.1. Japanese Power Grid Overview
    • 3.2.2. Ten Electric Power Companies Review
    • 3.2.3. Smart City Concept
      • 3.2.3.1. Japan Smart Community Alliance
  • 3.3. Smart Grid Technologies and Forecasts
    • 3.3.1. Smart Meters
      • 3.3.1.1. Installs and Forecast
      • 3.3.1.2. Smart Meter Vendors
    • 3.3.2. Demand-Side Management and Electricity Market
    • 3.3.3. Substation and Distribution Automation
    • 3.3.4. Home, Building, and Community Energy Management Systems
    • 3.3.5. Electric Vehicles
    • 3.3.6. Renewables Integration and Distributed Generation
    • 3.3.7. Case Studies: Four Large Smart City Projects
      • 3.3.7.1. Yokohama City
      • 3.3.7.2. Yokohama City Project Goals and Investments
      • 3.3.7.3. Yokohama City Electric Vehicles
      • 3.3.7.4. Yokohama City Home, Building, and Community Energy Management Systems
      • 3.3.7.5. Kansai Science City
      • 3.3.7.6. Kitakyushu City
      • 3.3.7.7. Toyota City
  • 3.4. Japan Vendor Snapshots
  • 3.5. Closing Remarks

4. South Korea

  • 4.1. Key Findings
  • 4.2. South Korean Power Grid Overview and Smart Grid Vision
    • 4.2.1. Korea Electric Power Corporation
    • 4.2.2. Strategic Smart Grid Areas
    • 4.2.3. Investments and Expected Benefits
  • 4.3. Electricity Market and General Market Conditions
  • 4.4. Smart Grid Technologies and Forecasts
    • 4.4.1. Smart Metering and Forecast
    • 4.4.2. Demand-Side Management
      • 4.4.2.1. Demand Side Management Programs
      • 4.4.2.2. Financial Incentives and Demand Side Management Investments
      • 4.4.2.3. Case Study: A Detailed Look at 2012 Electricity Rates
    • 4.4.3. Substation and Distribution Automation
      • 4.4.3.1. Intelligent Distribution Automation System
      • 4.4.3.2. Communication Technologies Used in Distribution Automation
      • 4.4.3.3. Information Communication Technology Overview and Projects
      • 4.4.3.4. Case Study: Korea Southern Power's Yeongwol Substation
    • 4.4.4. Home and Building Energy Management Systems
      • 4.4.4.1. Case Study: LG Vendor Solutions
    • 4.4.5. Electric Vehicles and Charging Infrastructure
      • 4.4.5.1. Electric Vehicle Value Chain and Current Offerings
    • 4.4.6. Renewable Energy
    • 4.4.7. Case Study: Jeju Island Test Bed
      • 4.4.7.1. Project Investments and Goals
  • 4.5. South Korea Vendor Snapshots
  • 4.6. Closing Remarks

5. Appendix

LIST OF FIGURES

1. Introduction

  • Ecosystem Infographic, Descriptions
  • 2010 Country Data
  • Financial Data for Four Nations
  • 2009 Production and Installed Capacity by Generation Source for Four Countries
  • 2009 Sector Consumption Profile for Four Countries
  • Countrywide Energy Generation Data
  • Transmission and Distribution Data for Four Nations
  • GTM Research Smart Meter Data for Four Nations
  • Electric Vehicle Data for Four Nations
  • Smart Grid Market Assessment for 2016

2. China

  • Status of Chinese Smart Grid Projects in the Present, 2015, and 2020
  • State Grid Compared to China Southern Grid
  • China Power Grid Regions
  • State Grid Subsidiaries
  • State Grid Smart Grid Savings Through 2020
  • State Grid's Smart Grid Standards for China
  • Strategic Emerging Industries Overview
  • New Installed Wind Capacity Under the 12th Five-Year Plan
  • Current and Future Transmission Line Length, km
  • State Grid's Smart Grid Ecosystem Vision
  • State Grid Eleven-Year Smart Grid Roadmap
  • China's 263 Smart Grid Pilot Projects
  • State Grid Phase One Pilot Projects and Functional Areas
  • State Grid Phase One Investments, 2009-2010
  • State Grid Phase Two Investments, 2011-2015, $238 billion
  • State Grid Phase Three Investments, 2016-2020, $222 billion
  • Power Grid Investments in China, 2009-2020, Billion USD
  • China's 11-Year Investments by Sector and Phase
  • State Grid Smart Grid Funding 2011-2015 by Sector
  • State Grid Percentage of Smart Grid Funding by Sector, 2011-2015, $45 Billion
  • Residential Pricing Profiles
  • Flow of China's Energy, 2006
  • Summary of China's Smart Grid Ecosystem
  • AMR Summary
  • Linyang Meter Network Configuration
  • AMR Meter Classification in China
  • State Grid's AMR Functionality Requirements
  • GTM Research Smart Meter Forecast Scenarios, 2010-2015
  • GTM Research Forecast and Historical Meter Installs, 2000-2016
  • GTM Research Smart Meter Market Forecast, 2012-2016
  • Actual Meter Sales Figures, 2010
  • Top Meter Vendors and Market Share, 2009-2010
  • Top Meter Sales, 2009
  • Wasion Meter Sales, 2010-2011
  • Wasion Sales by Product Sector, 2010
  • Wasion Customer Distribution, 2009-2010
  • China's Electricity Consumption by Sector, 2010, 4,192 TWH
  • China Power Shortage Forecast by Region
  • 2003 Substation Data and GTM Research Market Estimates
  • 12th Five-Year Plan Digital Substation Investments
  • China's Power Fiber Optic Backbone
  • China's Fiber Optic Backbone
  • Suzhou Substation Infrastructure
  • Dalv 110-kV Substation Configuration
  • Power Fiber to the Home Layout
  • Schematic and Actual PFTTH Image
  • Lianxiangyuan Smart Home Pilot Project
  • Yard 95 Smart Building Pilot Project
  • Tianjin Eco-City Investments
  • Vehicle Sales in China, EU, U.S., and Japan, 2009-2011
  • Number of Electric Vehicles Sold in China, 2008-2011
  • Chinese Electric Vehicle Comparison
  • Chinese Auto Manufacturing Targets for 2015
  • Subsidies Available for Electric Vehicle Purchases
  • Battery Cost Breakdown Analysis
  • China's Ten Cities, One Thousand Vehicles City Locations
  • Generation Centers and UHV Power Lines Under Construction
  • Transmission Line Voltage Terminology
  • Typical Line Loss and Transmission Capacity of EHV and UHV Lines
  • EHV and UHV Transmission Projects, 2009-2020
  • UHV AC and DC Investments by 2020
  • Generation Source Transmitted by HV Lines, 2020 Forecast
  • 1,000-kV AC Transmission Project Cost Analysis
  • Top Transmission and Distribution Manufacturers for State Grid, 2010
  • Xiangjiaba-Shanghai 800-kV UHV DC Demo Project Cost Analysis
  • Top High-Voltage Transmission Projects in the Past 50 Years
  • China's Wind Resources
  • Installed Wind Capacity in China, 2000-2020 (MW)
  • Estimated Wind Connected to the Grid by 2020, GW
  • Major Wind Power Bases, 2010-2020
  • Top 15 Wind Suppliers in the World, 2009-2010
  • Chinese Solar PV Output in Kilowatts per Square Meter per Day
  • Select Utility-Scale Solar Installs in 2010 by Project and Region (MW)
  • Top Ten Global Solar Panel Manufacturers
  • Smart Grid Vendors in China
  • Selected Top Domestic Smart Grid Vendors

3. Japan

  • Status of Japanese Smart Grid Projects in the Present, 2015, and 2020
  • Japanese Transmission Infrastructure as of 2010
  • Ten Electric Utilities by Service Area
  • Comparison of Ten Utilities in Japan
  • 2009 Energy Consumption by Sector: 964 TWH
  • Japan Smart Grid Ecosystem Summary
  • Smart Meter Installed Base by Utility
  • GTM Research Smart Meter Forecast, 2011-2016
  • GTM Research Smart Meter Market Forecast, 2012-2016
  • Fujitsu Smart Meter Configuration in Japan
  • Japanese Power Exchange After 2005
  • Japanese Power Grid Focus for 2012
  • TEPCO Electric Vehicle Charge Times
  • Domestic Standards Focus in Japan
  • Power Generation and Installed Capacity by Source, 2009
  • Comparison of the Generation of Nuclear to Wind and Solar
  • Four Smart Cities Comparison
  • Yokohama Smart City Project Goals and Timeline
  • Three Experimental Areas in Yokohama
  • Minato Mirai 21 Smart City Project
  • Okohama Smart City Project Goals and Investments
  • Selection of Japanese EVs and Chargers
  • HEMS Technology and Vendor Overview
  • Kansai Science City Project Overview
  • Kansai Science City Funding Overview
  • Kansai Science City Project Timeline
  • Kansai Science City Vendors
  • 35 Projects in Kitakyushu Smart City Project
  • Kitakyushu Smart City Project Funding
  • Toyota City Project Funding
  • Japan Smart Grid Vendor Taxonomy
  • Select Japanese Smart Grid Vendors

4. South Korea

  • Status of South Korean Smart Grid Projects in the Present, 2015, and 2020
  • Vision and Goals of Korea's Smart Grid
  • KEPCO's Three Stages of Smart Grid Plans, 2010-2030
  • 2010 South Korean Consumption Profile by Generation Source
  • KEPCO's International Smart Grid Product Line for 2012
  • South Korea Smart Grid Ecosystem Summary
  • GTM Research Forecast and Historical Smart Meter Deployment, 2009-2020
  • GTM Research Smart Meter Forecast 2012-2016
  • KEPCO's Domestically Developed Meter Features
  • Demand-Side Management 2012 Projections
  • Operating Results of the 2010 Demand Resource Market
  • Peak Demand, Load Reduction, and Demand-Side Investments, 2008-2022
  • Korean Electricity Consumption by End User, 2010
  • KEPCO Gwangju Residential Pricing Scheme for 2012
  • KEPCO Substation and Transformer Count
  • KEPCO Power System Communication Layers
  • Four Generations of Distribution Automation
  • Communication Systems Used in Substations
  • KEPCO ICT Projects, 2008-2030
  • Yeongwol Substation Communication Network
  • KEPCO Smart Home and Building Projects, 2013
  • KEPCO Smart Place Plans
  • LG Technology Diagram
  • LG Smart Appliance Products
  • South Korea's Electric Vehicle Plans, 2010-2030
  • 2013 Electric Vehicle Goals for Jeju Island Smart Grid Project
  • South Korean Companies Involved in the Electric Vehicle Value Chain
  • Korean Electric Vehicle Range Statistics
  • Renewables Expansion, 2008-2022, MW of Installed Capacity
  • Renewables Investment, 2008-2020 (Million USD)
  • Jeju Island Smart Grid Objectives
  • Jeju Island Smart Grid Investments, Million USD
  • South Korea Smart Grid Vendor Taxonomy
  • Select South Korean Smart Grid Vendors
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