Market Analysis and Strategy of Energy Storage Systems (ESS) Author: Albert Su Date: 11/16/12

Transcription

1 + Market Analysis and Strategy of Energy Storage Systems (ESS) Author: Albert Su Date: 11/16/12

2 + Executive Summary! Growth of ESS is expected to grow because ESS solution fits various energy markets segments accompanied with renewable energy generation from solar and wind! Markets in the Asia Pacific region and certain regions of the US have the capacity to scale in the community and residential sector! ESS market capacity for growth in the Smart Grid Cloud segment has potential bundled with renewable energy Smart Grid services, applications, and products, to renewable energy devices, generators, and sources! The race to be the solution provider offers a multitude of challenges/ opportunities in systems integration and security! Provide value added Smart Grid Cloud service with ESS hardware and other renewable energy products such as solar and wind to promote a total renewable energy package and solution to differentiate the product line

3 + Target Market Segment Solar, Wind, and Storage

4 + Renewable Energy Market Size (Actual and Projected $bn) Source: 360 Data

5 + Solar, Tide & Wave Electricity Installed Capacity (Million Kilowatts)

6 + Solar, Tide & Wave Electricity Installed Capacity (Million Kilowatts)

7 + Solar, Tide & Wave Electricity Installed Capacity (Growth)

8 + Fuel Cells Market Size (Actual and Projected $bn) Source: 360 Data

9 + Megawatts Shipped by Key Fuel Cell Producing Countries ( )

10 + Global Fuel Cell Shipments by Region ( )

11 + Global Fuel Cell Shipments by Application ( )

12 + Global Asia Fuel Cell Shipments by Application

13 + SWOT Analysis of ESS Market (Strength, Weakness, Opportunities, and Threats)! Strengths Growth of ESS is expected to grow because ESS solution fits various energy markets segments in particular for applications where solar and wind generation of electricity needs to be stored for off-peak hours! Weakness Battery life and replacement along with temperature monitoring of the product associated with cost! Opportunities Markets in the Asia Pacific region and certain regions of the US have the capacity to scale in the community and residential sector! Threats Governmental, financial barriers, and ecological concerns may prevent growth in certain regions

14 + ESS Fuel Cell Market Segment Analysis Grid Support Industrial / Commercial Community Off-Grid / On Grid Homes / Small Businesses

15 + ESS Grid Modes

16 + ESS Distribution Grid

17 + ESS Smart Grid

18 + ESS Smart Grid Cloud

19 ESS Products! ABB PCS100! A123 GSS! Samsung ESS! GE Durathlon! Siemans Siestorage! Panasonic SESS! NEC Energy Storage

20 + ESS Systems A123 AEROS Energy Control System Samsung Energy System Diagram Most ESS systems offers power system load leveling, grid grid compliance for renewable and systems and power quality improvement.

21 + ESS Microgrid for Community Residential Mockup Diagram

22 + Smart Grid Cloud Application Layers

23 + SWOT Analysis of ESS Smart Grid Cloud Market! Strength ESS market capacity for growth in the Smart Grid Cloud segment has potential bundled with renewable energy Smart Grid services, applications, and products, to renewable energy devices, generators, and sources! Weakness Coordination with various communication protocols and gateways throughout the grid and cloud is complex. Integration of public to private systems related to critical infrastructure security needs to be assessed.! Opportunities The race to be the solution provider offers a multitude of challenges/opportunities - from advanced metering, demand response, the integration of distributed generation and storage, advanced utility control systems, and home/building area networks! Threats Competitors competing on similar contracts outbid with attractive financing and under priced goods may implement systems that affects the national security of the energy grid

24 + Market Strategy for ESS Market! Identified four basic market segments for ESS fuel cell system development in the area of grid support, industrial / commercial, community off-grid / on-grid, residential / small business! Market research indicates market opportunities in Community and Home segment with the potential to develop applications for Smart Grid Cloud! SWOT analysis indicates target markets in the regions, Asia Pacific and US, for business development of ESS where the capacity to install new systems has the highest opportunity! Provide value added Smart Grid Cloud service with ESS hardware and other renewable energy products such as solar and wind to promote a total renewable energy package and solution to differentiate the product line