More than 400 smart grid vendors vying for $66bn emerging markets opportunity

Table of Contents

i. Executive Summary

1

ii. Methodology

6

1. Introduction

8

1.1 Smart grid overview

8

1.2 The case for emerging markets

14

1.3 Emerging markets smart grid market forecast

16

2. Detailed smart grid segment analysis

19

2.1 AMI

19

2.1.1 Meter hardware

19

2.1.2 Communications options

20

2.1.3 IT: MDMS and links to CIS

25

2.1.4 Professional services

26

2.2 Wide area measurement

27

2.3 Distribution automation

27

2.3.1 Overview of DA in emerging markets

28

2.3.2 Substation automation and SCADA vendors

29

2.3.3 Advanced distribution automation vendors

30

2.4 Home energy management

34

2.4.1 Home area networks

34

2.4.2 Distributed generation

35

2.4.3 Electric vehicle supply equipment

36

3. International smart grid vendors

38

3.1 Overview of international vendor presence in emerging markets

40

3.2 Partnerships and mergers & acquisitions

41

3.2.1 Mergers and acquisitions

41

3.2.2 Partnerships

43

3.3 Leading international smart grid vendors

44

3.3.1 AMI

44

3.3.2 Distribution automation

50

4. Emerging market-based smart grid vendors

53

4.1 Characteristics of emerging market-based vendors

55

4.2 Emerging market-based vendors already active in smart grid projects

58

4.2.1 Central & Eastern Europe

59

4.2.2 Eurasia

64

4.2.3 Latin America

67

4.2.4 Middle East & North Africa

74

4.2.5 Southeast Asia

78

4.2.6 Others: South Africa and Turkey

81

8.3 Additional emerging market-based smart grid vendors

83

5. Conclusion

87

6. Appendix

88

6.1 List of abbreviations and acronyms

88

6.2 List of all vendors covered in this report

89

List of Figures, Boxes, and Tables

Emerging markets smart grid vendor analysis: key takeaways

2

Leading international vendors active in emerging markets smart grid projects

3

Leading emerging market-based smart grid vendors

4

Emerging market-based vendors active in smart grid projects

5

Figure 1.1: Smart grid value chain

8

Figure 1.2: Smart grid model highlighting focus in emerging markets

9

Figure 1.3: Emerging markets smart meter potential

15

Table 1.1: AMI forecast data

17

Figure 1.4: Emerging markets AMI forecast by market segment

18

Table 2.1: Emerging market-based AMI solution providers

20

Table 2.1: Emerging market-based meter hardware providers

21

Table 2.1: Emerging market-based AMI/DA communications technology providers

21

Figure 2.1: Meters deployed in emerging markets by communications technology

22

Figure 2.2: Investment in AMI meters in emerging markets by communications

22

Table 2.4: Communications technologies

23

Table 2.5: Leading telecom providers in emerging markets

25

Table 2.6: Emerging market-based IT providers

26

Table 2.7: Emerging market-based professional services providers

26

Figure 2.3: Substation and distribution automation in emerging markets

28

Table 2.8: Emerging market-based substation automation/SCADA providers

30

Table 2.9: Emerging market-based distribution automation components providers

31

Table 2.10: Types of electric vehicle incentives

35

Figure 3.1: Countries with most international-based smart grid vendors

38

Table 3.1: Leading international vendors active in emerging markets projects

39

Figure 3.2: Countries with most vendors active in smart grid projects

40

Table 3.2: Major emerging market smart grid acquisitions

42

Figure 3.3: Major emerging market smart grid acquisitions

43

Table 3.3: Emerging market partners of leading smart grid vendors

44

Figure 3.4: Examples of smart grid partnerships in emerging markets

45

Table 3.4: Leading international smart meter hardware vendors

46

Figure 3.5: Market share of leading AMI full solution providers in emerging markets

47

Figure 3.6: Market share of AMI vendors in emerging markets, excluding Brazil

47

Figure 3.7: Locations of smart metering projects by vendor

48

Figure 4.1: Countries with most emerging market-based vendors

53

Table 4.1: Leading emerging market-based smart grid vendors

54

Figure 4.2: Number of emerging market-based vendors by market segment

55

Figure 4.3: Number of emerging market-based vendors by region

56

Figure 4.4: Number of emerging market-based vendors by size and activity

56

Figure 4.5: Number of emerging market-based vendors by size and segment

57

Figure 4.6: Percentage of vendors with partnerships

57

Figure 4.7: Large smart grid vendors already active in emerging markets

58

Figure 4.8: Emerging market-based vendors active in smart grid projects

59

Figure 4.9: Cities with leading smart grid vendors in CEE, Turkey, and Ukraine

60

Figure 4.10: Number of CEE-based vendors by size and segment

60

Table 4.2: Other leading smart grid vendors in Central & Eastern Europe

63

Figure 4.11: Number of Eurasia-based vendors by size and segment

64

Table 4.3: Other leading smart grid vendors in Eurasia

66

Figure 4.12: Cities with leading smart grid vendors in Latin America

67

Figure 4.13: Number of Latin America-based vendors by size and segment

67

Table 4.4: Other leading smart grid vendors in Latin America

73

Figure 4.14: Cities with leading smart grid vendors in MENA

74

Figure 4.15: Number of MENA-based vendors by size and segment

74

Table 4.4: Other leading smart grid vendors in Middle East & North Africa

77

Figure 4.16: Cities with leading smart grid vendors in Southeast Asia

78

Figure 4.17: Number of Southeast Asia-based vendors by size and segment

78

Table 4.5: Other leading smart grid vendors in Southeast Asia

81

Figure 4.18: Number of South Africa/Turkey-based vendors by size and segment

81

Table 4.6: Other leading smart grid vendors in South Africa and Turkey

82

Table 4.7: Additional vendors poised for smart grid projects

83

Table 6.1: List of vendors covered in this report

89