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市場調查報告書
智慧電錶技術的價值鏈（策略分析）
The Smart Meter Technology Value Chain (Strategic Focus)
| 出版商 |
Datamonitor |
| 出版日期 |
2009年10月 |
商品編碼 |
101293 |
| 內容資訊 |
英文 57 pages |
| 價格 |
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智慧電錶技術的價值鏈（策略分析） 是由出版商Datamonitor在2009年10月所出版的。
這份英文市場調查報告書包含57 pages 價格從美金3395起跳。
本報告書內容包括：西歐及北美智慧電錶技術的價值鏈調查分析、促進公用事業企業利用智慧電錶技術的主要因素、形成基礎環境的技術、對公用事業企業而言的技術優勢、環保系統的主要企業、競爭環境等。內容綱要摘記如下：
概要
主要訊息
第1章 市場機會
- 報告書的範圍
- 老舊化的電力基礎建設以集中型發電為基礎
- 在目前的產業壓力中，集中型發電成為負擔
- AMI做為智慧電網的一部分，能因應目前的產業壓力
- AMI的利用情形因地而異
- AMI的技術利用還有許多阻礙
第2章 AMI的價值鏈
第3章 對顧客造成的影響：AMI的優點
第4章 競爭狀況
- 電錶製造商
- 通訊製造商
- 通訊企業
- MDM銷售企業
- 企業用軟體銷售企業
- 系統整合業者及委外企業
- 合作夥伴及客戶
第5章 進入市場
- 理解顧客的具體需求
- 不應為了發展差異化而依賴技術
- 提示有說服力的ROI的事例及證據說明MDM之後的應用概念
- 公用事業企業應克服獨特的保守主義
- 服務企業應將重點放在顧客上以獲得AMI帶來的機會
附錄
Abstract
Introduction
This report looks at the advanced metering infrastructure value chain. It
covers what is driving utilities to adopt smart meter technology, what
technology makes up the infrastructure, how the technology benefits a utility,
key players in the ecosystem and the competitive landscape for these players.
Scope of this research
- Discusses the drivers for adoption of smart metering technologies in
Western Europe and North America
- Provides insight into what technologies comprise advanced metering
infrastructure
- Describes how different utilities will benefit from different elements of
the smart metering infrastructure
- Provides recommendations for technology vendors and services companies
Research and analysis highlights
A full analysis of the current performance of technologies is included, as
well as Datamonitor' s opinion on future take up of the various technologies
underpinning advanced metering infrastructure.
The geographic and utility-specific drivers for adoption are detailed in
length, providing insight into what technologies will be adopted where and for
what reason.
Key reasons to purchase this research
- Gain a deep insight into the advanced metering infrastructure
- Understand why utilities are adopting advanced metering infrastructure
technologies
- Learn where the current bottlenecks lie in advanced metering infrastructure
Table of Contents
OVERVIEW
KEY MESSAGES
- Ageing electricity infrastructure is based on centralized generation
- Current industry pressures drive AMI adoption
- AMI adoption will vary across geographies
- There are many barriers to the adoption of AMI technology
- Differentiation amongst meter manufacturers is difficult
- Meter Data Management systems are core to AMI functionality
- A great deal of the value of AMI lies beyond the MDM
MARKET OPPORTUNITY
- Scope of report
- Ageing electricity infrastructure is based on centralized generation
- Current industry pressures puts the centralized generation model under
strain
- Cost to serve
- Electricity theft is exacerbated by time to detection
- Widely dispersed renewable energy generation causes problems on the
distribution network
- The intermittency of wind power increases the potential for large scale
energy storage investment
- Improve interoperability
- Demand management
- Customer usage data
- Mismatches in the settlement process
- AMI, as a part of the smart grid, can address many of the current industry
pressures
- The functionality made available through AMI addresses many of the
current industry pressures
- Smart grid technologies address issues surrounding distributed generation
- AMI adoption will vary across geographies
- There are many factors that drive the type of AMI and smart grid
investment
- AMI is more likely to gain funding than other capital projects
- Not all AMI roll outs are driven by logical decision-making
- The drivers for adoption varies across geographies
- There are many barriers to the adoption of AMI technology
- The technology remains unproven at scale
- Open standards
- To gain full functional benefit of AMI, much of a utilities back office
and applications need upgrading
- The recession and subsequent economic stimulus package have both caused
delays to AMI investments in the United States
- European regulations will probably insist on minimal technological
requirements
THE AMI VALUE CHAIN
- Meters
- Meter functionality is diverse
- Technological innovation is only a temporary differentiator among meter
manufacturers
- The frequency of meter readings will drive huge investment in data
center hardware
- Communications
- Home area network communications
- Last mile to home - the network linking smart meters to the outside
world
- Wide area network - transmitting meter data to the utility
- Meter data management systems
- Meter data management systems become the core of AMI-enabled
functionality
- The functionality of MDM systems varies from supplier to supplier
- MDM systems are all adaptations of products designed for different
applications
- All MDM systems are struggling with scalability issues
- Beyond the MDM
- Smart delivery
- Smart customer
CUSTOMER IMPACT: THE BENEFITS OF AMI
- Customer side
- AMI provides accurate automated meter reading, cutting field force costs
- AMI improves the efficiency of processing customer churn
- AMI enables the efficient conversion to prepay
- AMI helps mitigate losses through theft
- AMI will change the face of a utility' s contact center, but may not help
reduce costs
- Improved customer visibility of energy use
- AMI data improve knowledge of the customer
- Delivery side
- AMI improves the accuracy of load forecasting
- AMI allows utilities to manage demand by controlling end user' s
appliances
- AMI can also help utilities to manage demand through time-of-use tariffs
- AMI promotes microgeneration of renewable energy
- AMI assists in detecting outages much faster
COMPETITIVE LANDSCAPE
- Meter manufacturers
- Itron
- Landis + Gyr
- Elster
- Echelon
- Communications manufacturers
- Trilliant
- Silver Spring Networks
- Ambient
- Aclara
- Telecommunications companies
- MDM vendors
- OSIsoft
- Ecologic Analytics
- Itron
- EnergyICT
- eMeter (EnergyIP)
- Enterprise software companies
- Systems integrators and outsourcers
- IBM
- Accenture
- Capgemini
- Logica
- Partnerships and alliances
- Smart Energy Alliance
- AMI Lighthouse Council
GO TO MARKET
- Understand your clients' specific needs
- Don' t rely on technology to differentiate
- Provide strong ROI cases and proofs of concept for applications beyond the
MDM
- Work around utilities' inherent conservatism
- Services companies should focus on the customer side for AMI-driven
opportunities
APPENDIX
- Definitions
- Further reading
- Ask the analyst
- Datamonitor consulting
- Disclaimer
FIGURES
- Figure: Traditional electricity provision is based around centralized
generation
- Figure: Pressure from all sides causes utilities to change their business
model
- Figure: It is more expensive to supply electricity in times of peak demand
- Figure: Smart grids enable a distributed network of electricity supply
- Figure: The characteristics of a utility and the market in which it sits
impacts how and if AMI and the smart grid will be implemented
- Figure: Datamonitor expects smart metering to fare better than other
capital projects for utilities such as power generation
- Figure: There are general geographic trends that drive the adoption of
different AMI technologies
- Figure: There is a diverse array of functionality that can be added to a
smart meter
- Figure: Functional modules require additional applications to manage them
- Figure: Communications within the AMI infrastructure
- Figure: Beyond the smart electric meter: typical smart appliances in the
Home Area Network
- Figure: Current selection criteria for meter to concentrator communications
- Figure: The Meter Data Management System becomes the core of both delivery
and customer processes
- Figure: AMI benefits both the delivery and customer sides of a utility' s
business
- Figure: By introducing peak time tariffs peak load can be reduced
- Figure: Selected vendors in the AMI value chain
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