7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
1/56
Smart Grid An Overview and Introduction
GridWeek Asia
J anuary 2012
Clint Wheelock
PresidentGridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
2/56
Copyright 2012 Pike Research 2
Pike Research Overview
Smart Grid Overview
Smart Metering Market Update
Distribution Automation
Smart Grid Communications
Home Energy Management
Smart Energy and Transportation Markets
Summary
Agenda
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
3/56
Copyright 2012 Pike Research 3
Pike Research is a market research and consultingfirm that provides in-depth analysis of global clean
technology markets.
The companys research methodology combinessupply-side industry analysis, end-user primaryresearch and demand assessment, and deep
examination of technology trends to provide acomprehensive viewof the Smart Energy ecosystem.
Sector Focus:
Smart Energy
Smart Grid
Smart Transportation
Smart Industry
Smart Buildings
Research Services:
Research Reports
Subscription Advisory Services
Consulting & Custom Research Go-To-MarketStrategy CustomMarketAnalysis MarketSizing & Forecasts Primary Research Technology Evaluation Commercial Due Diligence Competitive Benchmarking StrategicAdvisorySessions
Introduction
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
4/56
Copyright 2012 Pike Research 4
Advisory Services
SMARTENERGY
SMARTGRID
SMARTTRANSPORTATION
Energy Management
Green IT
Smart Cities
Building Systems
Green Buildings
Electric Vehicles
Alternat ive Fuel Vehicles
Smart Meters
Smart Grid Infrastruc ture
Smart Energy Home
Microgrids
Smart Grid Security
Smart Grid Communications
Renewable Energy
Distributed Generation
Fuel Cells
Energy Storage
Advanced Batter ies
Utility Innovations
SMART
INDUSTRY
SMART
BUILDINGS
Bioenergy
Smart Grid IT
Industrial Innovations
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
5/56
Copyright 2012 Pike Research 5
Research Methodology
Primary Research Secondary Research
Executive Interviews Vendor Br iefings Product Demos and Tours
Company News & Financials Technology & Product Specs Government Data Economic, Demographic Data
Consumer Surveys Business Leader Surveys
Case Studies Reference Customers
INFORMATION COLLECTION
Qualitative Quantitative
Business Models & Trends Technology Issues Policy & Regulatory Factors Competitive Landscape Profiles of Key Players
Market Sizing Segmentation by Technology,
Geography, Application, etc.
Market Share Analys is Forecasts by Segment
Supply Side
Demand Side
MARKET ANALYSIS
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
6/56
Copyright 2012 Pike Research 6
Pike Research Overview
Smart Grid Overview
Smart Metering Market Update
Distribution Automation
Smart Grid Communications
Home Energy Management
Smart Energy and Transportation Markets
Summary
Agenda
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
7/56
Copyright 2012 Pike Research 7
Reduce utility operating costs
Improve grid reliabili ty
Increase energy efficiency Overall demand reduction
Reduce end-to-end system losses
Peak demand shifting (C&I, residential) Soft consumer-driven demand response
Verifiable, centrally controlled demand response
Integrate renewable generation Intermittent, bulk generation
Distributed Renewable Generation (DRG)
Support electric transportation transition Commercial and personal vehicles (PHEV)
Smart Grid Goals
More Grid
Intelligence
Less Grid
Intelligence
Sustainable, Secure, Environmentally Safe EnergySustainable, Secure, Environmentally Safe Energy
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
8/56
Copyright 2012 Pike Research 8
Smart Grid should be understood as partof a broader Smart Energy ecosystem
Smart Grid in Context
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
9/56
Copyright 2012 Pike Research 9
Smart Grid Vision
Source: Oncor
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 byconsumer choice
Unidirectional powerdistribution from centralized
bulk generation
(Source: Pike Research)GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
10/56
Copyright 2012 Pike Research 10
Power Network
Grid Infrastructure
Transmission Distribut ion Substat ion M et ering ConsumersSuppliers
(Source: Pike Research)
Existing Role: Reliable distribution from
Suppliers to Consumers
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
11/56
Copyright 2012 Pike Research 11
Power Network
Smart Grid Adds Intelligence
Communications / Automation Network
IT/OT Infrastructure
Transmission Distribut ion Substat ion M et ering ConsumersSuppliers
(Source: Pike Research)
Current goals: More efficient and flexibledistribution from Suppliers to Consumers
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
12/56
Copyright 2012 Pike Research 12
Power Network
Role of SG Infrastructure
Communications / Automation Network
IT/OT Infrastructure
Transmission Distribut ion Substat ion M et ering ConsumersSuppliers
Flexible Markets (Wholesale, Retail, Ancillary, etc.)
Demand Management Services
Consumer Energy Services
Distributed Generation / VPP / Microgrids
Energy Storage
Electric Transportation
(Source: Pike Research)
Challenge: Platform for new services, suppliers, consumers
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
13/56
Copyright 2012 Pike Research 13
Pike Research Overview
Smart Grid Overview
Smart Grid Infrastructure Market Update
Distribution Automation
Smart Grid Communications
Home Energy Management
Smart Energy and Transportation Markets
Summary
Agenda
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
14/56
Copyright 2012 Pike Research 14
Advanced Metering Infrastructure (AMI)
Smart meters and associated hardware installations
Electric Vehicle (EV) Management Systems
Both in-home and distributed charging infrastructure
Distribution Automation (DA) systems
Communications, sensors, equipment for distributionoptimization and management
Substation Automation (SA)
Intelligent substation components and communications
Transmission System Upgrades
High-voltage lines, FACTS equipment, and relatedcommunications gear
Smart GridInfrastructure Segments
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
15/56
Copyright 2012 Pike Research 15
Global Smart GridInvestments
Transmission upgrades represent highest overall spend worldwide
Strongest innovation focus in the distribution portion of the grid
Smart meters remain high-profile, but relatively small spend
Asia, and specifically China, is largest regional driver
(Source: Pike Research)
Smart Grid Revenue by Application, World Markets: 2011-2015
$-
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
2011 2012 2013 2014 2015
($Millio
ns)
AMI
EV Management Systems
Distribution Automation
Substation Automation
Transmission Upgrades
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
16/56
Copyright 2012 Pike Research 16
U.S. AMI InvestmentPeakingNow
U.S. smart meter / AMI shipments expected to peak this year (2012)
Opportunities shifting toward smaller municipal and co-op utilities
Advanced smart meters (with HAN) at least 80% of shipments
RF-based systems (mesh or star) will continue to dominate
Consumer push-back larger issue than most expected
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
-
2
4
6
8
10
12
14
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
(Penetratio
nRate)
(UnitsM
illions)
(Source: Pike Research)
Smart Meter Shipments and Installed Base, United States: 2010-2020
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
17/56
Copyright 2012 Pike Research 17
Outside the U.S.,AMI is Accelerating
European deployments accelerating in light of EU mandates
China driving massive deployments of semi-smart meters
Latin America, led by Brazil, increasing adoption
Mostly Basic (non-HAN) meters; PLC favored in Europe & China
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%50%
55%
60%
65%
70%
75%
80%
85%
90%
95%
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020
North America
Europe
Asi a Pacif ic
Latin America
Middle East/Afr ica
Total
(PenetrationRate)
Smart Meter Installed Base (of all Meters) by Region, World Markets: 2010-2020
(Source: Pike Research)GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
18/56
Copyright 2012 Pike Research 18
Investment in DistributionAutomation / Optimizationincreasing significantly
Different goals andtechnologies
Auto Fault Isolation and Recovery CVR and Volt/VAR control for DR
Asset health & lifecycle monitoring
No consumer engagement !
Communicationsarchitectures hot ly debated
Integration with NAN or AMI-WAN Public vs. private networks
RF Mesh, RF Star, Wired, Satellite
Standards-based vs. proprietary
Increasing Focuson Distribution
HAN
NAN
AMI-WAN
DA-WAN
SA-WAN
DA Devices
CustomerPremises
Field Area
Substation
Meter
SA-LAN
Enterprise
SA Devices
Enterprise LAN
(Source: Pike Research)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
19/56
Copyright 2012 Pike Research 19
Pike Research Overview
Smart Grid Overview
Smart Grid Infrastructure Market Update
Distribution Automation
Smart Grid Communications
Home Energy Management
Smart Energy and Transportation Markets
Summary
Agenda
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
20/56
Copyright 2012 Pike Research 20
Typical Grid Architecture
DistributionNetwork
(Source: Pike Research)GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
21/56
Copyright 2012 Pike Research 21
Distribution Devices
Fused Cutout Switch(www.sandc.com)
Sectionalizer(www.joslynhivoltage.com)
Automatic Recloser(www.langley-eng.co.uk)
Transformers(www.specialtytransformers.com)
Disconnect Switch(www.sandc.com)
Capacitor Bank(trinetics.maysteel.com)
Fault Sensor(www.selinc.com)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
22/56
Copyright 2012 Pike Research 22
SCADA(Supervisory Control And Data Acquisition)
Substation and/or throughout distribution systems
(Source: Pike Research)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
23/56
Copyright 2012 Pike Research 23
Reliability and Resiliency Planning and maintenance
Outage anticipation & awareness
Outage recovery
Outage isolation
Automated reconfiguration
Efficiency
Capacity Planning & Awareness
Load sharing / shifting
Distributed Generation Conventional and Renewable
Microgrids
Residential
Support / integration of Demand Response
PHEVs
Distribution System Challenges
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
24/56
Copyright 2012 Pike Research 24
VAR Control - VAR (voltage-ampere reactive) is measure of reactive power,more of which is needed to maintain a given voltage on distribution line as thelength of that line increases
Conservation Voltage Reduction (CVR) Dynamically adjust voltage to withinspecifications based on actual load characteristics rather than statically set withconservative guard bands
Advanced DA Application:Volt-VAR Control Systems
(Source: Pacific Northwest National Laboratory)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
25/56
Copyright 2012 Pike Research 25
Sensors
Types of sensors and equipment varies widely, as do typical applications
Communications
Technologies, bandwidth, etc. also varies widely
RF Mesh, MAS radio, POTS, fiber, Cellular
Centralized vs. Autonomous control
Sectionalizers, reclosers, often work autonomously, only reporting status tocontrol center
Some operate without communications at all, with external sensors used tointerpolate activity
Other related systems
Workforce management and safety
Asset management
Distribut ion Management Systems (DMS)
Distribution Automation Issues
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
26/56
Copyright 2012 Pike Research 26
Management and forecasting of demand response, distributedgeneration, and storage resources
Dispatch of active and reactive power (through aggregation ofDER) for optimization of losses and voltage profile
Optimal operation of voltage control and distributionautomation
Detection, isolation, and response to faults, vulnerabili ties, andthreats
State estimation to facili tate accurate and near real-time
reliabili ty and security assessment Integration of network models, market models, and renewable
resource models
DMS Requirements
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
27/56
Copyright 2012 Pike Research 27
Pike Research Overview
Smart Grid Overview
Smart Grid Infrastructure Market Update
Distribution Automation
Smart Grid Communications
Home Energy Management
Smart Energy and Transportation Markets
Summary
Agenda
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
28/56
28Copyright 2012 Pike Research
CommunicationsInfrastructure
HAN
AMI-WAN
SA-LAN
Enterprise
SA Devices
DA-WAN
DA Devices
Enterprise LAN
SA-WAN
NAN
Meter
Metering Distribution Substation
(Source: Pike Research)
HAN
NAN
AMI-WAN
DA-WAN
SA-WAN
DA Devices
Customer Premises
Field Area
Substation
Meter
SA-LAN
Enterprise
SA Devices
Enterprise LAN
Silo Infrastructure Layered Infrastructure
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
29/56
Copyright 2012 Pike Research 29
Strong communications node growth, driven by AMI deployments
Networking Node Forecast
Communications Node Forecast by Application, World Markets: 2009-2016
(Source: Pike Research)
-
10,000
20,000
30,000
40,000
50,000
60,000
2009 2010 2011 2012 2013 2014 2015 2016
(Thousands)
SA-WAN
DA-WAN
AMI-WAN
AMI-NAN
HAN
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
30/56
30Copyright 2012 Pike Research
Communications Diversity
Private / Public
Wired /
Wireless Standard /
Proprietary
Geographic
Vendors
Management
AMI-NAN Communications Technologies, World Markets: 2009-2016
(Source: Pike Research)
0%
10%
20%
30%
40%
50%
60%
70%
80%
90%
100%
2009 2010 2011 2012 2013 2014 2015 2016
Other
WiMAX
Proprietary Pt2MPt
Microwave Pt2Pt
Wi-Fi
802.15.4 MeshProprietary Mesh
Other
BPL
N-PLC
Copper
Fiber
Other
4G2G/3G
Broadband
TDM
POTS
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
31/56
Copyright 2012 Pike Research 31
Smart Grid CommunicationsDevices
31
HN - HAN Node
AN - AMI Node
AC - AMI Concentrator
NI - Network Interface Converter
SR - Substation Router
SS - Substation Ethernet Switch
WB - WAN Backbone
GR - Generalized Grid Router
HAN
HN
AN
NAN
AMI-WAN
DA-WANAC
NI
SA-WAN
WB SR SS
NI
NI
Enterprise LAN
WB
GR
GR
GR
RTU, IEDs
RTU, IEDs
GR
GR
Premises
Network
Field Area
Networks
Substation LAN
Wide AreaNetwork
(Source: Pike Research)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
32/56
Copyright 2012 Pike Research 32
Revenue growth tempered by lower ASP mix
Smart Grid Network DeviceForecast
Communications Device Revenue Forecast by Device Type, World Market: 2009-2016
(Source: Pike Research)
-
10,000
20,000
30,000
40,000
50,000
60,000
2009 2010 2011 2012 2013 2014 2015 2016
(Thousands)
GeneralizedGrid Router
WANBackbone
SubstationEthernetSwitchSubstationRouter
Network
InterfaceConverterAMIConcentrator
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
33/56
Copyright 2012 Pike Research 33
Rapid Evolution toward standards (IP) IEEE 802.15.4g Smart Utility Network for 900MHz RF Mesh
Private WiMAX for DA-WAN, AMI-WAN applications
Major push by publ ic network carriers
Improved pricing, marketing, broader services
Preparation for focused 4G services
Vendor push for end-to-end solutions
As AMI growth slows, push for growth in DA-WAN, other applications
Partnerships (Ex: Tropos with Itron/Elster, Aclara with Firetide)
Acquisitions (Cisco/Arch Rock, etc.)
RF Mesh still dominant, but under some pressure Consumer health concerns; bandwidth/latency concerns for DA-WAN
New platforms for secure distributed applications
Open platforms in DA-WAN (Grid Net, Echelon, SmartSynch, Ambient)
Smart Grid CommunicationsTrends
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
34/56
Copyright 2012 Pike Research 34
Pike Research Overview
Smart Grid Overview
Smart Grid Infrastructure Market Update
Distribution Automation
Smart Grid Communications
Home Energy Management
Smart Energy and Transportation Markets
Summary
Agenda
GridWeek Asia 2012
id f
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
35/56
Copyright 2012 Pike Research 35
Util ity energy applications Information gathered by utility via smart meters and provided
back to customers (often day-behind data)
Web-based portal leveraging smart meter data
Mobile applications (iPhone, Android, etc.)
Home energy awareness In-home measurement and/or display devices
Standalone systems or connected via smart meters
Home energy management Active management of home energy devices, such as HVAC, hot
water, pool/spa, appliances Standalone Home Automation systems
Utility-based Home Area Network systems
3rd-party energy management services
Wide Range of HEMSolutions
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
36/56
Copyright 2012 Pike Research 36
HEM Enabling Technologies
Paper BillsPaper Bills
Neighbor
Comparisons
Consumption
TrendsWeb
Portal
Web
Portal
Neighbor
Tracking
Consumption
Trends
Social
Networking
In-Home
Display
In-Home
Display
Meter-based
Consumption
TOU Pricing
Orb
Bill-to-Date
Information
Standalone
HEM
Standalone
HEM
Device-level
Tracking
Consumption
Estimation
AutomaticDevice Control
HAN /
HEM
HAN /
HEM
DR Response /
Load Control
Auto Pricing
Response
Home Automation
Control
Consumer
Energy
Savings
Connectivity
Better Technology Offers Greater Energy Savings
(Source: Pike Research)GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
37/56
Copyright 2012 Pike Research 37
Home Area Networking
Home Area Networks (HAN) connect various in-home devices to smart grid
ZigBee wireless technology is dominant HAN technology, with 802.11 Wi-Fi andHomePlug Power Line Carrier also emerging to play a role
Underlying business models and regulatory requirements remain uncertain
Many implementation options are possible; future unclear
NAN
HAN
Gas Meter
Smart
Appliances
PCT
In-Home
Display
Smart
Meter
HVAC
System
Water Meter
WAN
Utility Enterprise Systems
(Source: Pike Research)GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
38/56
Copyright 2012 Pike Research 38
Utility Managed HAN
NANUtility
HANUtility ICT
Systems
Gas Meter
Smart
Appliances
PCTAdvanced
Smart
Meter
Load Control
IHD
Smart Plugs
Utility
Consumer
3rd-Party
Utility WebPortal
Smart
Phone
PC
Device Authentication
Security
Utility-Device Communications (pricing, DR, etc.)
Two-way command confirmation
Management Key
Home
Utility
3rd-Party
Internet
Access
3rd-Party Web
Portal
(Source: Pike Research)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
39/56
Copyright 2012 Pike Research 39
Utility Managed Gateway
NANConsumer
HANUtility ICT
Systems
Gas Meter
Smart
Appliances
PCTAdvanced
Smart
Meter
Load Control
IHD
Smart Plugs
Utility
Consumer
3rd-Party
Utility WebPortal
Smart Phone
PC
Device Authentication
Security
Utility-Device Communications (pricing, DR, etc.)
Two-way command confirmation
Management Key
Home
Utility
3rd-Party 3rd-Party
Services
Internet
Access
3rd-Party Web
Portal
Energy
Management
Gateway
(Source: Pike Research)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
40/56
Copyright 2012 Pike Research 40
3rd-Party Managed Gateway
NANConsumer
HANUtility ICT
Systems
Gas Meter
Smart
Appliances
PCTBasicSmart
Meter
Load Control
IHD
Smart Plugs
Utility
Consumer
3rd-Party
Utility WebPortal
Smart Phone
PC
Interval Meter Reading
Management Key
Home
Utility
3rd-Party 3rd-Party
Services
Internet
Access
3rd-Party Web
Portal
Energy
Management
Gateway
Device Authentication
Security
Utility-Device Communications (pricing, DR, etc.)
Two-way command confirmation
(Source: Pike Research)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
41/56
Copyright 2012 Pike Research 41
HAN without Smart Meter
Consumer
HANUtility ICT
Systems
Gas Meter
Smart
Appliances
PCT
AMR
Meter
Load Control
IHD
Smart Plugs
Utility
Consumer
3rd-Party
Utility WebPortal
Smart Phone
PC
Basic Meter Reading
Management Key
Home
Utility
3rd-Party 3rd-Party
Services
Internet
Access
3rd-Party Web
Portal
Energy
Management
Gateway
Device Authentication
Security
Utility-Device Communications (pricing, DR, etc.)
Two-way command confirmation
(Source: Pike Research)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
42/56
Copyright 2012 Pike Research 42
Smart Appl iances offer energy management links to HAN or internet
In the United States, ARRA stimulus in itiatives driving some key pilots
Some major vendors (LG, Whirlpool, GE) providing early units
Standards for HAN connectivi ty moving toward ZigBee and HomePlug
Market likely to be slowed by slow HAN adoption by uti lities
(Source: Pike Research)
Smart Appliances
Smart Appl iance Market Value, World Markets: 2010-2019
$40 $509$984
$2,150
$3,772
$6,266
$9,773
$14,597
$19,942
$26,149
$0
$5,000
$10,000
$15,000
$20,000
$25,000
$30,000
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
($Millions)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
43/56
Copyright 2012 Pike Research 43
Utilities Directly or through retail rebate programs
Telecom/Cable operators Example: Verizon and Time Warner offering home
energy management as part of communicationsservices
Other Service providers Home alarm companies such as ADT
Independent consumer products companies Current Cost, others in Europe
Who Are Providing HEMs?
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
44/56
Copyright 2012 Pike Research 44
Pike Research Overview
Smart Grid Overview
Smart Grid Infrastructure Market Update
Distribution Automation
Smart Grid Communications
Home Energy Management
Smart Energy and Transportation Markets
Summary
Agenda
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
45/56
Copyright 2012 Pike Research 45
Wind is the leading non-hydro renewable energy source; mature, mainstream
Costs near grid-parity in some regions, though stil l policy / subsidy dependent
China leads g lobal market, Europe steady, North America falling precipitously
Intermit tency, time-of-day, and transmission issues remain s igni ficant concerns
Cumulative Wind Power Generation Capacity by Region, Baseline Scenario, World Markets:
2008-2017
(Source: Pike Research)
Renewable Energy: Wind
-
100,000
200,000
300,000
400,000
500,000
600,000
2008A 2009A 2010A 2011F 2012F 2013F 2014F 2015F 2016F 2017F
Middle East and Africa Onshore Latin America OffshoreLatin America Onshore Asia Pacific Offshore
Asia Paci fic Onshore North Amer ica OffshoreNorth America Onshore Europe Offshore
(MW)
GridWeek Asia 2012
Distributed
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
46/56
Copyright 2012 Pike Research 46
Solar PV is dominant distributed renewable energy resource
PV market remains dependent on incentives, but nearing grid-parity
Policy changes, module oversupply, and public debt worries impact market
New business models represent a fast-growing PV segment
Solar leasing, utility-owned distributed assets, Power Purchase Agreements (PPAs)
DRG integration a continuing, if elusive, goal for Smart Grid technologies
(Source: Pike Research)
DistributedRenewable Energy
Annual RDEG Capacity Additions, World Markets: 2009-2015
-
2,000
4,000
6,000
8,000
10,000
12,000
14,000
16,000
18,000
2009 2010 2011 2012 2013 2014 2015
(MW)
North America Europe Asia ROW GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
47/56
Copyright 2012 Pike Research 47
Energy storage systems (ESS) oriented for long duration or ancil lary services Long duration applications: bulk storage, renewable generation time-shifting
Ancillary Services applications: frequency regulation, power quality, load following
Integration of renewable generation is a key, but not only, driver for ESS
Barriers include market structures, unaligned benefits, and multiple costs
Technologies are rapidly evolving and commercializing, blurring applications
(Source: Pike Research)
Energy Storage Systems
ESS Segmentation by Technology: 2011
CAES2,119
Flow battery147
Hydrogen1
Li-ion138
NaS battery1,399
Lead/Carbon4
NiCd
26Flywheel47Superconducter0
Pumped Storage5,250
(MW)
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
48/56
Copyright 2012 Pike Research 48(Source: Pike Research)
Electric Vehicles
Electrified Vehicle Sales by Category, World Markets: 2011-2017
-
200,000
400,000
600,000
800,000
1,000,000
1,200,000
1,400,000
1,600,000
1,800,000
2011 2012 2013 2014 2015 2016 2017
(Vehicles)
HEV
PHEV
BEV
Electrif ied vehicle sales (HEV/PHEV/BEV) wi ll nearly t riple in volume through 2017 Hybrids wi ll dominate throughout forecast period
U.S. market to remain the largest through 2017; China the fastest growing
PHEVs, with their longer range, expected to outpace BEV sales by 2.5 to 1
Cumulative North American PEVs to reach 1M vehicles by 2016, concentrated in CA, NY, FL, TX, IL
Medium & heavy duty HEV/PHEV/BEV trucks wil l surpass 100,000 units by 2015
Strong fuel economy improvements (25% to 40%), but high incremental costs ($45,000)
GridWeek Asia 2012
EV Supply
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
49/56
Copyright 2012 Pike Research 49
EV SupplyEquipment and IT
EV Charging Equipment Unit Sales by Region, World Markets: 2011-2017
Electric Vehicle Supply Equipment (EVSE) market to reach ~2.0M uni ts in 2017 By 2017, Public EVSE (Asia, Europe) majority of 6.7M installed units; residential will be 67% of U.S. unit
sales
Profitable business models for operating publ ic EVSEs remain undefined
DC charging standards batt le (CHAdeMO vs. SAE) is slowing market
Risk of in tensifying grid peak demand drives IT investment for PEV
management
(Source: Pike Research)
-
500,000
1,000,000
1,500,000
2,000,000
2,500,000
2011E 2012 2013 2014 2015 2016 2017
Afr ica/Middle East
Asia Pacif ic
Eastern Europe
Western Europe
Latin America
North America(Units)
GridWeek Asia 2012
Smart Grid:
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
50/56
Copyright 2012 Pike Research 50
Smart Grid:Applications and IT
Total Virtual Power Plant Capacity, World Markets: 2011-2017
(Source: Pike Research)
Applicat ion integration required to unlock smart gr id value and ut ilityinnovation
Demand Response maturing, evolving, and dissolving into smart ecosystem Becoming a feature within smart buildings management, grid management, AMI applications
Virtual Power Plant concepts leverage emerging smart grid infrastructure Integrates and manages diverse resources: DRG, demand response, storage, EV infrastructure
Business process transformation is upending existing IT applications
-
20,000
40,000
60,000
80,000
100,000
120,000
2011 2012 2013 2014 2015 2016 2017
(MW
)
Base
Average
Aggressive
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
51/56
Copyright 2012 Pike Research 51
Pike Research Overview
Smart Grid Overview
Smart Grid Infrastructure Market Update
Distribution Automation
Smart Grid Communications
Home Energy Management Issues
Smart Energy and Transportation Markets
Summary
Agenda
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
52/56
Copyright 2012 Pike Research 52
Power Network
So Why Smart Grid?
Communications / Automation Network
IT/OT Infrastructure
Transmission Distribut ion Substat ion M et ering 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
PEVsProfitability
Regulatory GoalsRenewables
Energy Independence Security Carbon Reduction
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
53/56
Copyright 2012 Pike Research 53
Power Network
Ultimately All Data Driven
Consumption
Use Patterns
Personal Info
Financial Info
Communications / Automation Network
IT/OT Infrastructure
Transmission Distribut ion Substat ion M et ering ConsumersSuppliers
(Source: Pike Research)
Real-time network operations info
Asset info
Embedded info (field devices, etc.)
Financial / enterprise information
Workforce information
Operations
Markets
Forecasting
Assets
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
54/56
Copyright 2012 Pike Research 54
Are We There Yet?
Still a long journey ahead
But smart griddeployment penetration
reaching show me
stage
Smart Energy Ecosystemopportunities are ripening
Smart Homes
Smart Buildings
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 drivenbyconsumer choice
GridWeek Asia 2012
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
55/56
55Copyright 2012 Pike Research
Discussion
GridWeek Asia 2012
C t t U
7/28/2019 Clint-Wheelock-Pike Research - SG Tutorial
56/56
HEADQUARTERS
1320 Pearl Street, Suite 300Boulder, CO 80302
+1.303.997.7609
WORLDWIDE OFFICES
United States: Boulder, ColoradoWashington,DC
Europe: London, United Kingdom
Asia Pacific: Seoul, South Korea
General information: [email protected]
Sales inquiries: [email protected]
Media inquiries: [email protected]
Contact Us
Top Related