Southeast Asia Smart Meter Market Overview: Market … Bae.pdf · Southeast Asia Smart Meter Market...

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Southeast Asia Smart Meter Market Overview: Market Trends, Challenges, Future plans and Opportunities Metering Billing/CRM Asia 2012 May 8, 2012 Hoonho (Andy) Bae Senior Analyst Pike Research

Transcript of Southeast Asia Smart Meter Market Overview: Market … Bae.pdf · Southeast Asia Smart Meter Market...

Page 1: Southeast Asia Smart Meter Market Overview: Market … Bae.pdf · Southeast Asia Smart Meter Market Overview: Market Trends, Challenges, Future plans and Opportunities Metering Billing/CRM

Southeast Asia Smart Meter Market Overview:

Market Trends, Challenges, Future plans and

Opportunities

Metering Billing/CRM Asia 2012

May 8, 2012

Hoonho (Andy) Bae

Senior Analyst

Pike Research

Page 2: Southeast Asia Smart Meter Market Overview: Market … Bae.pdf · Southeast Asia Smart Meter Market Overview: Market Trends, Challenges, Future plans and Opportunities Metering Billing/CRM

Copyright © 2012 Pike Research 2

• Smart Grid Overview

• Smart Meters and AMI

• Smart Meter Drivers and Challenges

• Smart Meter Pilot Projects and Plans

• Market Forecasts

• Global Market Trends in Smart Meters

• Conclusion

Agenda

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Copyright © 2012 Pike Research 3

• Reduce utility operating costs

• Improve grid reliability

• Increase energy efficiency Reduce overall demand

Reduce end-to-end system losses

Shift peak demand (C&I, residential) • “Soft” consumer-driven “demand response”

• Verifiable, centrally controlled demand response

• Integrate renewable generation Intermittent, bulk generation

Renewable Distributed Energy Generation (RDEG)

• Support electric transportation transition Commercial and personal vehicles (PEV)

Smart Grid Goals

More Grid

Intelligence

Less Grid

Intelligence

Sustainable, Secure, Environmentally Safe Energy

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Power Network

General Drivers for Smart Grid

Communications / Automation Network

IT/OT Infrastructure

Transmission Distribution Substation Metering Consumers Suppliers

(Source: Pike Research)

Energy Management

Billing

Reliability

Opex Reduction

Safety

Efficiency Customer Service

Demand Response

Market Operation

Forecasting

Collections Lower Energy Costs

Own Generation

PEVs Profitability

Regulatory Goals Renewables

Energy Independence Security Carbon Reduction

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• Smart meter definition

Integrated intelligence (computing and memory) with energy readings at least once per hour

Integrated, two-way communications for remote reading and control of the meter

• Advanced metering infrastructure

Private radio (RF) technologies (mesh or tower-based)

Power Line Carrier

Cellular (2G, 3G, 4G)

• Types of smart meters

Advanced – with a Home Area Network (HAN) interface and remote disconnect

Basic – without a HAN, may have remote disconnect

Simple – limited communications

Smart Meters

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Technology Choices

WAN

Meters

Concentrator WAN

Meters

Base Station

RF Mesh RF Star (Public Cell or Private)

WAN

Concentrator

Meters

Power Line Carrier

(Source: Pike Research)

WAN

Meters

Wireline, Broadband, Fiber

WAN Enterprise Distribution

VSAT

Page 7: Southeast Asia Smart Meter Market Overview: Market … Bae.pdf · Southeast Asia Smart Meter Market Overview: Market Trends, Challenges, Future plans and Opportunities Metering Billing/CRM

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• Utility perspectives Reduced meter reading labor costs

Increased meter reading frequency and accuracy

Remote connect/disconnect and load limiting

Outage detection

Power quality monitoring, outage prevention, and load planning

Theft prevention

• Consumer perspectives Promote reduced electricity energy use and carbon emission

Promote behavioral change and empower individuals through knowledge and information

Save money for both consumers and suppliers via more accurate bills

• Southeast Asia regional perspectives Fast growing economy and urbanization – social and industrial infrastructure

National electrification programs

Enhanced electricity quality through AMI and smart grid environment

Smart Meter Drivers in Southeast

Asia

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• Market participants struggling with more issues than those solved with smart meters

• Challenges include technology, capital, consumer participation, and standards issues: Cost and ownership issues

Huge capital investment

Lack of legal framework and regulations

Lack of reliable and cost effective communication networks / backbone capacity

Lack of IT infrastructure and integration

Customer participation and awareness

Cyber security and standards

• Still facing low electrification levels – smart metering not a high priority?

Challenges and Barriers in

Southeast Asia

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• Indonesia

Diverse projects by PT PLN

• AMR: Focusing on C&I customers via GSM since 2007

• AMI: Selected customers with 10,000 units of smart meters in

trial projects via PLC

• Prepaid Meters: Over 500,000 units since 2009

• Malaysia

“25-Year Electricity Technology Roadmap (TRM)” by TNB since

2009

Smart meter trials with over 5,000 participating customers in

different types of usage environments

• Bayan Lepas in Penang (industrial customers)

• Bukit Bintang in the capital city Kuala Lumpur (commercial customers)

• Medini in Johor, southern Malaysia (general customers)

Smart Meter Pilot Projects and

Plans

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• The Philippines

Meralco and NGCP are actively deploying smart meters,

Demand Response and T&D trials

• Smart substations in Antipolo by NGCP

• Total Investment in smart grid by Meralco $936 million by 2022

• Deploy smart meters with IHD in 2013

• Smart meters with two-way communications and total HEMS solutions via

mobile connectivity

• Thailand

PEA leads national Smart Grid programs including smart meters,

renewable energies, EV, and T&D upgrades

• $13 billion in overall investment till 2027

• AMI trial projects with 10,000 units in Pattaya from 2012

Smart Meter Pilot Projects and

Plans

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• Driven by National Electrification Programs and

Economic Growth

• Total 226 million units by 2020

Total Electricity Meters Installed

Base Forecast

-

50,000,000

100,000,000

150,000,000

200,000,000

250,000,000

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Vietnam

Thailand

Singapore

Philippines

Myanmar

Malaysia

Laos

Indonesia

Cambodia

Brunei

(Source: Pike Research)

Electric Meter Installed Base, Southeast Asia, by Country: 2009-2020

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• Singapore (74.8%), Malaysia (59.5%), Thailand (37.9%),

Indonesia (19.7%) by 2020

• Total penetration in ASEAN region will reach 24.5% by 2020

Smart Meter Penetration Rate

Forecast

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%

70.0%

80.0%

2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020

Brunei

Cambodia

Indonesia

Laos

Malaysia

Myanmar

Philippines

Singapore

Thailand

Vietnam

Total

(Source: Pike Research)

Smart Meter Installed Base (of all Meters) by Country, Southeast Asia: 2009-2020

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Other Regions Also Growing

• Latin America, led by Brazil, is increasing adoption

• Smart meter plans in Japan and Korea (KEPCO) also forming

• Prepay metering activity strong in Middle East and Africa

Smart Meter Installed Base (of all Meters) by Region, World Markets: 2010-2020

(Source: Pike Research)

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Conclusion

• Still a long journey ahead for Smart Meters, along with Smart Grid Ecosystems

• Smart Meters are an essential part reaching advanced electricity services

• Strong opportunities exist in South East Asia

• Smart Energy Ecosystem opportunities are emerging

Smart Homes

Smart Buildings

Smart Cities

Clean Transportation

Renewable generation

Generation > 30%

renewable sources

Secure,

self-healing,

self-optimizing grid

Self-managing,

demand responsive

smart buildings

Clean transportation,

leveraging clean

generation

Energy-efficient,

self-managing

homes driven by

consumer choice

(Source: Pike Research)

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