公共事業4.0:全球發電業上工業IoT (IIoT)的影響 (2019年)

本報告提供發電業的價值鏈相關的總括性調查，提供工業IoT (IIoT)的基本面，發電業·輸配電 (T&D) ·電力零售·電力部門上IIoT的影響，主要打入市場企業，及成長機會等相關分析。

第1章 摘要整理

第2章 工業IoT (IIoT) :簡介

• IIoT基本面:現有流程的強化
• IIoT基本面:IIoT帶來什麼？
• IIoT基本面:在開始時感測器發揮關鍵作用
• IIoT基本面:資料科學·工程
• IIoT基本面:資料基礎架構管理
• IIoT基本面:擴增實境·虛擬實境
• 繫結IIoT基本面:各種的數位技術
• 電力部門中在哪裡能適用IIoT概念？
• 調查範圍
• 本調查處理的項目

第3章 發電業上工業IoT (IIoT)的影響

• 發電所有權的現狀
• 在發電中公共事業所面臨的商務課題
• 發電公共事業所面臨的技術上課題
• IIoT如何幫助解決這些挑戰？
• 設計一個強大的績效框架是必要的
• 案例1:利用GE的資產績效管理
• 案例2:利用物聯網跟踪和改進流程
• 案例3:使用AI預測網絡安全攻擊
• 案例4:發電廠的數位化

第4章 輸配電 (T&D) 上工業IoT (IIoT)的影響

• IIoT可以幫助T&D電網變得更聰明嗎？
• 技術損失 - 使網格更有效的案例
• 為什麼T＆D基礎設施需要系統性投資？
• 將投入多少資金使網格更加智能化？
• Frost & Sullivan為T＆D制定IIoT解決方案的方法、其他

第5章 電力零售上工業IoT (IIoT)的影響

• 電力零售形勢如何轉變？
• 電力零售形勢的變化
• 零售網絡中能源進入點數量的增加、其他

第6章 電力部門上工業IoT (IIoT)的影響:市場分析·策略

• 發電的IIoT市場參與企業的潛在收益預測
• 發電的IIoT市場參與企業的潛在收益預測的爭議
• 電力部門的市場生態系統上的IIoT
• 能源公用事業的IIoT方法策略應該是什麼？

第7章 電力產業上IIoT:市場參與企業的簡介

• Emerson Automation Solutions
• C3, Inc.
• Landis+Gyr
• N-SIDE
• DARKTRACE
• Teradata

第8章 成長機會·CTA

• 成長機會1:
• 成長機會2:
• 成功與成長的策略要求

第9章 結論

第10章 附錄

第11章 FROST & SULLIVAN

Strategies to Implement Digital Technology as a Part of the Overall Organizational Strategy are Made Possible by IIoT

The Industrial Internet of Things, a critical facet of digital transformation that brings together different aspects of technology, is already leaving a lasting footprint on the power industry, and as new decade begins, the impact it could potentially have on the power industry could be a real game changer.

Bringing Different Aspects of Technologies Together to Achieve a Single Purpose:

IIoT brings together next-generation, state-of-the-art aspects of technologies, such as fourth-generation sensors, Big Data, and edge intelligence, to the table, and with it also comes the power to monitor and harness data to derive intelligence which can act as the difference in a potential win or lose situation. This intelligence gives rise to new digital capabilities, such as predictive analysis and maintenance, remote monitoring, and end-to-end automation of an asset in operation, thus transforming an existing asset into a digitally agile, robust, and reactive one.

Can IIoT Make a Difference To How Power is Generated and Transmitted?

Utilities with assets in power generation often face stiff technical and business challenges in operation. While the technical challenges are different between utilities that generate conventional power with those that generate renewable power, the common thing that both utilities would agree on is neither operates without overcoming these challenges. These could be operation and maintenance, procurement challenges based on load visibility, or perhaps cybersecurity challenges. This is where IIoT can make a real difference. For example, consider a coal plant operating at a capacity factor of 40%, facing operational and maintenance challenges. With IIoT, next-generation sensors are installed across the plant, monitoring each and every movement. A new control architecture and operating platform is designed and developed based on artificial intelligence and is installed. That same plant is now likely to witness at least 10% to 20% efficiency gains in operation. More so, plant operators can now predict any operational and maintenance issues beforehand. However, this does require investment in capital, but the Return on Investment (ROI) is definitely positive.

In the case of power transmission, utilities often face maintenance issues and technical challenges, such as line losses and operation of legacy assets. While, turning grids smarter through the smart grid initiative alleviates some challenges mentioned above, a case for implementing an end-to-end IIoT strategy definitely exists and offers immense possibilities. Moreover there is electricity retail.

What is Included in This Frost & Sullivan Research?

This research analyses the entire power industry value chain, starting from generation till end consumption, with regard to opportunities for implementing the IIoT concept. This is done by gathering expert opinion from market participants and decoding real-world case studies. This research also includes IIoT approach strategies for energy utilities. In addition, major market participants with IIoT capabilities have been shortlisted. These include Siemens, ABB, Schneider Electric, Emerson, Honeywell, Eaton, Intel, ABB, Texas Instruments, GE, Johnson Controls, Atmel, C3IoT, Microsoft, Google, SalesForce, Thingworx, Infosys, Capgemini, Enel DarkTrace and N-SIDE, among others.

Table of Contents

1. EXECUTIVE SUMMARY

• Research Key Findings
• Potential Revenue Forecast for IIoT Market Participants in Power Generation

2. INDUSTRIAL INTERNET OF THINGS-AN INTRODUCTION

• IIoT Fundamentals-Enhancing an Existing Process
• IIoT Fundamentals-What Does IIoT Bring to the Table?
• IIoT Fundamentals-Sensors Play a Critical Role to Begin With
• IIoT Fundamentals-Data Science and Engineering
• IIoT Fundamentals-Data Infrastructure Management
• IIoT Fundamentals-Augmented and Virtual Reality
• IIoT Fundamentals-Bringing Different Digital Technologies Together
• Where Can the IIoT Concept be Applied in the Power Sector?
• Research Scope
• Key Questions This Research Will Answer

3. IMPACT OF INDUSTRIAL INTERNET OF THINGS ON POWER GENERATION

• Current State of Ownership in Power Generation
• Business Challenges Faced by Utilities in Power Generation
• Technical Challenges Faced by Power Generation Utilities
• How Can IIoT Help Tackle These Challenges?
• Devising a Robust Performance Framework is Necessary
• Example Case 1-Utilizing GE's Asset Performance Management
• Example Case 2-Utilizing IoT to Track and Improve Process Flow
• Example Case 3-Using AI to Predict Cybersecurity Attacks
• Example Case 4-Power Plant Digitalization

4. IMPACT OF INDUSTRIAL INTERNET OF THINGS ON TRANSMISSION AND DISTRIBUTION

• Can IIoT Help in Making T&D Grids Smarter?
• Technical Losses-A Case for Making the Grid More Efficient
• Why Does T&D Infrastructure Require Systematic Investment?
• How Much is Going to be Invested Into Making the Grids Smart?
• Frost & Sullivan's Approach to Framing an IIoT Solution for T&D
• Example IT Architecture-ABB's ADMS Network Manager
• Example Case 5-MIR Innovation and New York Power Authority (NYPA): T&D Inspection and Maintenance

5. IMPACT OF INDUSTRIAL INTERNET OF THINGS IN POWER RETAIL

• How is the Electricity Retail Landscape Shifting?
• Shifting Electricity Retail Landscape
• Rise in the Number of Energy Entry Points in Retail Networks
• What is the Role of Different Actors When it Comes to EoT*?
• Example Case 6-IoT-enabled Charging Station: A Data Hub
• How Many Smart Meters Will be There by 2025?
• Smart Metering Forecast Discussion
• Example Case 7-Customer Services Platform
• How Can IIoT Improve Existing Grid Intelligence?
• Example Case 8-Minimizing Power Distribution Losses Using ABB Network Manager
• Example Case 9-Updating Existing Grid Management Solutions to Meet Future Needs

6. INDUSTRIAL INTERNET OF THINGS IN THE POWER SECTOR-MARKET ANALYSIS AND STRATEGY

• Potential Revenue Forecast for IIoT Market Participants in Power Generation
• Potential Revenue Forecast Discussion for IIoT Market Participants in Power Generation
• Industrial Internet of Things in the Power Sector Market Ecosystem
• What Should be the IIoT Approach Strategy for Energy Utilities?

7. IIOT IN THE POWER INDUSTRY-MARKET PARTICIPANT PROFILES

• Participant Profile-Emerson Automation Solutions
• Participant Profile-C3, Inc.
• Participant Profile-Landis+Gyr
• Participant Profile-N-SIDE
• Participant Profile-DARKTRACE
• Participant Profile-Teradata

8. GROWTH OPPORTUNITIES AND COMPANIES TO ACTION

• Growth Opportunity 1-New Found Capabilities
• Growth Opportunity 2-Partnerships/Mergers and Acquisitions
• Strategic Imperatives for Success and Growth

9. THE LAST WORD

• Last Word
• Legal Disclaimer

10. APPENDIX

• List of Exhibits
• List of Exhibits (continued)

11. THE FROST & SULLIVAN STORY

• The Frost & Sullivan Story
• Value Proposition-Future of Your Company & Career
• Global Perspective
• Industry Convergence
• 360° Research Perspective
• Implementation Excellence
• Our Blue Ocean Strategy