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Cory B. Welch April, 2010. Smart Grid Market Research Report. Smart Grid Market Segments. Smart Sensors/Tech: equipment for sensing energy using and output IT Hardware/Software: infrastructure, “The Grid” Communications/Networking: data management and communication
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Cory B. Welch April, 2010 Smart Grid Market Research Report
Smart Grid Market Segments • Smart Sensors/Tech: equipment for sensing energy using and output • IT Hardware/Software: infrastructure, “The Grid” • Communications/Networking: data management and communication • Smart Meters Hard/Software: replacing analog meters
U.S. Market and Segments Average 15% growth per year across segments. (Zpryme report 12/09)
Global Market and Segments Average 20% growth rate per year across segments. (Zpryme Report 12/09)
Market Models • Largest segment by far is Smart Sensors/Technology. A true Smart Grid will require energy flow sensing at all entry/exit points. • The necessary IT infrastructure and data management services will underpin Smart Sensing Technologies. • Smallest segment is Smart Meters. These are retrofitted traditional meters providing real-time data on old analog meters. Limited technology that will likely be phased out.
Market Dynamics • According to a DOE Smart Grid report, the largest driver of the industry is going to be simple population growth. • In a global economy all (mostly) energy is sold on the open market. There is no such thing as national energy independence. • Demand for energy is also expected to increase sharply as rapidly developing countries (China, India, Mexico) demand more.
Quadrants • Leaders: established smart meter manufacturers and utilities (CenterPoint, NKG Insulators, Echelon) • Challengers: similar to leaders except more recently established (Sensus Metering, EnerNoc) • Niche: provide peripheral services/products (Altair Nanotech) • Visionaries: start-ups in receipt of recent SBIR funding (eMeter, PowerTagging, Electrocon)
Future Developments • Real development heavily dependent on new technologies. • Will require significant investment by governments. • Watch companies funded through the SBIR Phase I & II contracting programs under DOE and NSF. (http://www.er.doe.gov/sbir/)