일반산업
Review of smart grid trend and market analysis
2010-10-19KIM, Nam-Hoon
목차
요약
Overview of Smart Grid
A smart grid is a next generation electricity network where real time based metering,
energy management and storage technologies play a significant role
A smart grid is a electricity system to improve energy efficiency through real-time two-way transmission of information based on a combination of the existing electricity network and telecommunication technologies
Real time based metering and energy source management and storage technologies play an important role in changing consumer's energy consumption and cutting power generation costs. In particular, AMI, which is infrastructure for two-way transmission of information between a supplier and a receiver, is a key technology for a smart grid
Trend of Domestic and Foreign Smart Grid Industries and Key Manufacturers
Each nation is proceeding with industrialization and identifying business models by
establishing a pilot complex for technology development
Korea plans to invest 27.5 trillion won by 2030 in five areas for the purpose of industrial development by announcing the 'Smart Grid Road Map' and establishing a pilot complex
Each nation has different targets: The United States, a leading nation with empirical and practical technologies, intends to establish AMI (Advanced Metering Infrastructure) for the purpose of improvement of old facilities, Europe to encourage new renewable energy and China to improve transmission abilities for the purpose of expansion of national electricity network
Korea's smart grid technical power level is high in transmission network and consumer sections. However, Korea is behind leading nations in delivery, renewable energy and service sections due to lack of systems and integration and management technologies
Radiopulse is leading the telecommunication parts market and NURI Telecom, LS
Industrial Systems and PS TEC have market dominance in smart meter and AMI
Radiopulse has competitiveness in ZigBee technology for telecommunication parts. NURI Telecom with sufficient overseas experiences, LS Industrial Systems with outstanding portfolio and PS TEC with high market share in smart meter are dominant in the market for smart meter and AMI
However, since the market is in the early stage, small to mid-sized venture companies are key players and many of them are operating in the red. Accordingly, although there is a high possibility of long-term benefits from the establishment of domestic and overseas markets, their performance will vary
Forecasts and Implications
Since the market is being established step by step, gradual approaches to relevant
areas are required
In terms of AMI, DR, EMS, the market is expected to grow 19.9% CAGR to 2014 from 2011 when the market is in the early stage. The United States will account for 25% of the market. Domestic market will amount to 1.54 trillion won on average on an annual basis by 2030
Demand for AMI in the short term and DR, EMS, distributed generation and electrical vehicles in the long term will follow. However, since domestic market requires a structural change in competition environment, gradual approaches to the market from a long term perspective should be taken
Meanwhile, since approximately 952.3 billion won is required on average during the
establishment of the market, companies in the market will have M&A opportunities
A smart grid is a next generation electricity network where real time based metering,
energy management and storage technologies play a significant role
A smart grid is a electricity system to improve energy efficiency through real-time two-way transmission of information based on a combination of the existing electricity network and telecommunication technologies
Real time based metering and energy source management and storage technologies play an important role in changing consumer's energy consumption and cutting power generation costs. In particular, AMI, which is infrastructure for two-way transmission of information between a supplier and a receiver, is a key technology for a smart grid
Trend of Domestic and Foreign Smart Grid Industries and Key Manufacturers
Each nation is proceeding with industrialization and identifying business models by
establishing a pilot complex for technology development
Korea plans to invest 27.5 trillion won by 2030 in five areas for the purpose of industrial development by announcing the 'Smart Grid Road Map' and establishing a pilot complex
Each nation has different targets: The United States, a leading nation with empirical and practical technologies, intends to establish AMI (Advanced Metering Infrastructure) for the purpose of improvement of old facilities, Europe to encourage new renewable energy and China to improve transmission abilities for the purpose of expansion of national electricity network
Korea's smart grid technical power level is high in transmission network and consumer sections. However, Korea is behind leading nations in delivery, renewable energy and service sections due to lack of systems and integration and management technologies
Radiopulse is leading the telecommunication parts market and NURI Telecom, LS
Industrial Systems and PS TEC have market dominance in smart meter and AMI
Radiopulse has competitiveness in ZigBee technology for telecommunication parts. NURI Telecom with sufficient overseas experiences, LS Industrial Systems with outstanding portfolio and PS TEC with high market share in smart meter are dominant in the market for smart meter and AMI
However, since the market is in the early stage, small to mid-sized venture companies are key players and many of them are operating in the red. Accordingly, although there is a high possibility of long-term benefits from the establishment of domestic and overseas markets, their performance will vary
Forecasts and Implications
Since the market is being established step by step, gradual approaches to relevant
areas are required
In terms of AMI, DR, EMS, the market is expected to grow 19.9% CAGR to 2014 from 2011 when the market is in the early stage. The United States will account for 25% of the market. Domestic market will amount to 1.54 trillion won on average on an annual basis by 2030
Demand for AMI in the short term and DR, EMS, distributed generation and electrical vehicles in the long term will follow. However, since domestic market requires a structural change in competition environment, gradual approaches to the market from a long term perspective should be taken
Meanwhile, since approximately 952.3 billion won is required on average during the
establishment of the market, companies in the market will have M&A opportunities