将来の電力供給：分散型グリッドの競合企業を評価

当レポートでは、新興の分散型発電企業について調査分析し、技術的価値とビジネス基準に基づき、現状と将来見通しについて、体系的な情報を提供しています。

エグゼクティブサマリー

情勢

• 電力産業は、太陽光発電やバッテリーなどの新技術によって、集中型から分散型へと移行中

分析

• 分散型の競合企業を比較するフレームワークを提供

図表

The traditional power industry underpinned by large, distant, fuel-burning plants and transmission over long distances to reach end users is on the cusp of serious disruption from distributed generation (DG). However, what type of entity or partnership will emerge to really challenge utilities and other incumbents remains unclear for many. We use a new methodology to evaluate emerging DG players using both technical value and business execution criteria, and find that a specific set of installers and developers of renewables are well placed to succeed, as well as a handful of large industrial conglomerates. In most of these cases, select partnerships to bolster technical breadth are key, including working with leading DG startups that we discuss.

EXECUTIVE SUMMARY

LANDSCAPE

The incumbent power industry is moving away from centralized generation, with load defection towards distributed generation, thanks to new technologies like solar and batteries.

ANALYSIS

Which companies will displace utilities as the power heavyweights of the future is not yet locked in, but the Lux Innovation Grid provides a framework for comparing DG contenders.

TABLE OF FIGURES

• Figure 1: Graphic The Incumbent Power Value Chain Consists of Generation, Transmission, Distribution, and Retail
• Figure 2: Graphic Power Incumbents Play Different Roles in the Power Sector
• Figure 3: Graphic The Power Industry's Value Chain Structures Differ in Regulated and Deregulated Markets
• Figure 4: Graphic Intermittent Renewables like Solar and Wind Are Increasingly Deployed for Centralized Generation
• Figure 5: Graphic Cumulative Distributed Solar Installations Quadrupled between 2010 and 2015
• Figure 6: Graphic DG Adds New Roles to the Power Value Chain
• Figure 7: Table Technical Value Scores Measure Strength and Breadth in Four Key DG Technologies
• Figure 8: Table Business Execution Scores Measure a Company's Ability to Achieve Success
• Figure 9: Graphic GE's Portfolio Is Strong in Integration Hardware and Software, with Little Activity in Distributed Renewables
• Figure 10: Graphic SolarCity Leads in Renewables and Storage, but Has Gaps in Integration Hardware and Software
• Figure 11: Graphic Sonnen Is Active in All Segments, Scoring Well in Renewables and Integration Software
• Figure 12: Graphic Google's DG Efforts Are Concentrated in Software, but Its Activity in Other Technologies Is Growing
• Figure 13: Graphic SunPower and Stem Lead a Contested Field of Well-placed Large Industrials and Specialized Developers
• Figure 14: Graphic Large Industrials and Specialized Developers Outperform DG Startups and IT Specialists in Both Technology and Business Criteria