northeast group, llc Emerging Markets Smart Grid: Vendor Analysis February group.com

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1 northeast group, llc Emerging Markets Smart Grid: Vendor Analysis February group.com

2 The smart grid vendor landscape is undergoing a period of change. In developed countries in North America and Europe, markets are maturing and vendors are consolidating. Several of the larger vendors now offer integrated solutions throughout the smart metering value chain, while communications and data analytics providers are increasingly active across multiple smart grid Emerging Markets Smart Grid: Vendor Analysis (!" '!" &!" %!" $!" #!" C6/A14"9-41<D6E"!"!" #" $" %" &" '" (" )" *" +" #!" >?91/@1<01"6<="A<-B5-B",-./012"3-/451674"8/-.9" segments, improving the coordination between smart metering, distribution automation and home energy management. Meanwhile, in emerging market countries across Central & Eastern Europe, Eurasia, Latin America, the Middle East & North Africa, and Southeast Asia, the market is just beginning to take off. Dozens of local vendors have begun to serve smart grid projects, both on their own and as partners of larger international firms. With high growth rates projected for smart grid projects in emerging market countries, this represents the next frontier of vendor activity and opportunity. The dynamics between growing and consolidating international smart grid vendors and smaller, more fragmented local players will help shape the speed and direction of smart grid deployments across the globe. This study takes a comprehensive look at over 400 smart grid vendors from around the world that are active in 35 different emerging market countries. Many of the larger players already have a presence in emerging markets and view these countries as their next avenue for growth. But a more limited number of these vendors have actively developed smart grid projects in emerging markets, and in many cases overall development is still nascent.!"#$%&'()('*+,-%'&.&%#"/#'.+%0&1'2.+%1'#%"3'+45$"2"6-/2' 3.HK1/"-L"H141/@<;"0.74-H1/7"MCN" O>>" >./67@6" :6D<"PH1/@06" C>3P",>"P7@6",-.45"PL/@06"!"#$%&'(")"*'%&'()#*+",-.#/"$(/)#*,('*%$(0"&$1*/(!"#$%##"&'(#)*+,('+"-(.+/01$,#( 2&3/431-("&(#)*441+(.+/01$,#(!1314/."&'(4*+'1+(.+/01$,#( :1;1<=" F#G!!!" $!!"J"#G!!!" '!"J"$!!" #!"J"'!" At the same time, local players are poised to fill this void. Over 160 vendors based in emerging markets are assessed in this report and are well positioned to move into the smart grid market. Of these, over 40 already have experience and know- how in some form of smart grid activity. Local vendors are well represented in all regions, and offer varying levels of experience and know- how.!"#$%&'()"$*+&,-*(.$"#/( Smart grid development will differ on a country-

3 by- country basis, and in many cases local vendors are best placed to understand the unique aspects of each market. Therefore, while many international vendors are growing in size and importance, local vendors will play a significant role. They will both collaborate and compete with international vendors in developing a market forecast to reach $66.3 billion in smart metering alone by Key questions addressed in this report: Who are the leading emerging market- based smart grid vendors and where do they have active projects? Which large international smart grid vendors are currently leading in emerging markets? What are their market shares in smart metering? How many partnerships have there been between international and emerging market- based smart grid vendors? How many mergers and acquisitions? What is the market opportunity for specific smart grid market segments in emerging markets? What are the characteristics of the more than 160 emerging market- based vendors currently positioned to operate in the smart grid market? Table of Contents i. Executive Summary 1 ii. Methodology 6 1. Introduction Smart grid overview The case for emerging markets Emerging markets smart grid market forecast Detailed smart grid segment analysis AMI Meter hardware Communications options IT: MDMS and links to CIS Professional services Wide area measurement Distribution automation Overview of DA in emerging markets Substation automation and SCADA vendors Advanced distribution automation vendors Home energy management Home area networks Distributed generation Electric vehicle supply equipment International smart grid vendors 38

4 3.1 Overview of international vendor presence in emerging markets Partnerships and mergers & acquisitions Mergers & acquisitions Partnerships Leading international smart grid vendors AMI Distribution automation Emerging market- based smart grid vendors Characteristics of emerging market- based vendors Emerging market- based vendors already active in smart grid projects Central & Eastern Europe Eurasia Latin America Middle East & North Africa Southeast Asia Others: South Africa and Turkey Additional emerging market- based smart grid vendors Conclusion Appendix List of abbreviations and acronyms 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

5 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

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