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Powering the Future: Evaluating the Contenders That Aim to Rule the Distributed Grid

出版商 Lux Research 商品編碼 357146
出版日期 內容資訊 英文 19 Pages
商品交期: 最快1-2個工作天內
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未來的電力供給:分散式電網的競爭企業評估 Powering the Future: Evaluating the Contenders That Aim to Rule the Distributed Grid
出版日期: 2016年04月14日 內容資訊: 英文 19 Pages




  • 電力產業,由於太陽能光電發電和電池等的新技術,從集中型轉移到分散式


  • 提供比較分散式的競爭企業的組成架構



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.



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


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.


  • 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
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