Global Information
회사소개 | 문의 | 비교리스트

남아시아의 스마트 그리드 시장 예측(2020-2029년)

South Asia Smart Grid: Market Forecast (2020 - 2029)

리서치사 Northeast Group, LLC
발행일 2020년 10월 상품 코드 968140
페이지 정보 영문 120 Page PDF, 28 Slides, Excel Dataset
가격
US $ 3,750 ₩ 4,204,000 PDF Study, Executive Summary Presentation and Excel dataset (Single User License)
US $ 5,400 ₩ 6,054,000 PDF Study, Executive Summary Presentation and Excel dataset (Enterprise License)


남아시아의 스마트 그리드 시장 예측(2020-2029년) South Asia Smart Grid: Market Forecast (2020 - 2029)
발행일 : 2020년 10월 페이지 정보 : 영문 120 Page PDF, 28 Slides, Excel Dataset

본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

남아시아는 현재 세계에서 가장 급속히 스마트 그리드 인프라 투자가 호전을 달성하고 있는 지역이며, 향후 10년간 인도의 강력한 롤아웃에 의해 남아시아는 세계 최대의 스마트 그리드 시장 중 하나가 될 가능성이 있습니다. 규제상 교착 상태, 프로젝트의 지연, 대출의 캔슬 등이 수백만 대의 스마트 미터의 도입과 계약 획득으로 연결되고 있습니다. 그러나 아직 몇개의 장애에 직면하고 있는 지역에서 이 동향은 다양한 방향으로부터 뒤집힐 가능성이 있습니다.

남아시아의 스마트 그리드 시장에 대해 조사했으며, 시장 예측, 국가별 시장 분석, 벤더 구도 등의 정보를 정리하여 전해드립니다.

목차

개요

제1장 2020년의 신기능

제2장 남아시아 : 지역의 스냅숏

제3장 시장 예측

제4장 인도

  • 전기 산업의 구조
  • 시장의 준비
  • 스마트 그리드 규제
  • 인도의 주
  • 스마트 그리드 활동
  • 스마트 그리드 예측

제5장 파키스탄

  • 전기 산업의 구조
  • 시장의 준비
  • 스마트 그리드 규제
  • 파키스탄의 아시아개발은행 프로젝트
  • 스마트 그리드 활동
  • 스마트 그리드 예측

제6장 방글라데시

  • 전기 산업의 구조
  • 시장의 준비
  • 스마트 그리드 규제
  • 스마트 그리드 활동
  • 스마트 그리드 예측

제7장 네팔

  • 전기 산업의 구조
  • 시장의 준비
  • 스마트 그리드 규제
  • 스마트 그리드 활동
  • 스마트 그리드 예측

제8장 스리랑카

  • 전기 산업의 구조
  • 시장의 준비
  • 스마트 그리드 규제
  • 스마트 그리드 활동
  • 스마트 그리드 예측

제9장 벤더 활동

  • 시장 점유율 : AMI 벤더
  • 로컬 벤더
  • 시장 점유율 : 국제 벤더
  • 세계의 계량 벤더
  • 세계의 그리드/기타 벤더
  • 중국의 벤더

제10장 부록

  • 유틸리티 리스트
  • 조사 방법
  • 스마트 그리드의 개요
  • 세계의 스마트 그리드 활동
  • 기업과 약어의 리스트
KSA 20.11.17

List of Figures and Tables

  • South Asia smart grid: Key takeaways
  • Smart metering status and plans at top 25 South Asian utilities
  • Figure 1.1: Covid-19 government response stringency index
  • Figure 1.2: India GDP growth rate 2000-2021
  • Table 1.1: Country updates
  • Figure 1.3: India - recent and upcoming activity
  • Table 1.2: Meters deployed through UDAY program
  • Table 1.3: India NSGM large-scale projects
  • Table 1.4: India NSGM pilot projects
  • Table 1.5: EESL tenders
  • Figure 1.4: Leading states in India in 2020
  • Table 1.6: Key smart meter projects in Delhi
  • Figure 1.5: Regional activity outside India
  • Figure 1.6: PT Hexing award timeline
  • Figure 1.7: Political risk in South Asia
  • Figure 2.1: Smart meter market attractiveness matrix
  • Figure 2.2: Electrification & CO2 emissions
  • Figure 2.3: Per-capita electricity consumption
  • Table 2.1: Impact of Covid-19 on GDP growth projections
  • Table 2.2: Smart grid drivers
  • Table 2.3: Confronting smart grid barriers
  • Figure 2.4: Battery cost forecasts across 28 studies
  • Figure 2.5: South Asia EVSE cumulative forecast
  • Table 2.4: South Asia EVSE cumulative forecast ($)
  • Figure 3.1: Regional AMI penetration %
  • Figure 3.2: South Asia smart grid cumulative forecast (by segment)
  • Table 3.1: South Asia smart gird cumulative forecast data ($m)
  • Figure 3.3: South Asia smart grid cumulative forecast (by country)
  • Table 3.2: South Asia smart grid cumulative forecast (by country, $m)
  • Figure 3.4: South Asia AMI cumulative forecast (units)
  • Table 3.3: South Asia AMI cumulative forecast (units, m)
  • Figure 3.5: South Asia smart grid annual forecast (by segment)
  • Table 3.4: South Asia smart grid annual forecast data ($m)
  • Figure 3.6: South Asia smart grid annual forecast (by country)
  • Table 3.5: South Asia smart grid annual forecast (by country, $m)
  • Figure 3.7: South Asia AMI annual forecast (units)
  • Table 3.6: South Asia AMI annual forecast (units (m)
  • Figure 3.9: AMI penetration % by country
  • Figure 4.1: T&D losses at Indian utilities
  • Table 4.1: India smart grid indicators
  • Table 4.2: India smart grid regulatory environment - key policies
  • Table 4.3: India smart grid regulatory environment - foundational policies
  • Figure 4.2: T&D losses in India - by state
  • Table 4.4: Distribution of EESL AMI tenders
  • Table 4.5: Top ten Indian states by customer total
  • Table 4.6: Updates on leading utilities in India
  • Figure 4.3: India smart grid cumulative forecast
  • Table 4.7: India smart grid cumulative forecast data ($m)
  • Figure 5.1: T&D losses at Pakistan utilities
  • Table 5.1: Pakistan smart grid indicators
  • Table 5.2: Pakistan smart grid regulatory environment
  • Figure 5.2: ADB project cancellation & revival
  • Table 5.3: Updates on leading utilities in Pakistan
  • Figure 5.3: Pakistan smart grid cumulative forecast
  • Table 5.4: Pakistan smart grid cumulative forecast data ($m)
  • Table 6.1: Bangladesh smart grid indicators
  • Table 6.2: Bangladesh smart grid regulatory environment
  • Table 6.3: Updates on leading utilities in Bangladesh
  • Figure 6.1: Bangladesh smart grid cumulative forecast
  • Table 6.4: Bangladesh smart grid cumulative forecast data ($m)
  • Table 7.1: Nepal smart grid indicators
  • Table 7.2: Nepal smart grid regulatory environment
  • Table 7.3: Updates on leading utilities in Nepal
  • Figure 7.1: Nepal smart grid cumulative forecast
  • Table 7.4: Nepal smart grid cumulative forecast data ($m)
  • Table 8.1: Sri Lanka smart grid indicators
  • Table 8.2: Sri Lanka smart grid regulatory environment
  • Table 8.3: Updates on leading utilities in Sri Lanka
  • Figure 8.1: Sri Lanka smart grid cumulative forecast
  • Table 8.4: Sri Lanka smart grid cumulative forecast data ($m)
  • Figure 9.1: Market share of leading AMI hardware vendors
  • Figure 9.2: Local vendors in South Asia
  • Table 9.1: Leading South Asia smart grid vendors
  • Figure 9.3: International vendor participation in South Asia AMI projects
  • Table 9.2: Leading international metering vendors
  • Table 9.3: Leading international grid/other vendors
  • Table 9.4: Chinese vendors
  • Table 10.1: List of India utilities
  • Table 10.2: India utilities full names & acronyms
  • Table 10.3: List of Pakistan utilities
  • Figure 10.1: South Asia smart grid focus
  • Table 10.4: Investment in five key smart grid segments
  • Figure 10.2: Global smart grid activity
  • Figure 10.3: Cumulative smart grid investment 2020-2029 (global regions)
  • Figure 10.4: Annual smart grid investment - global share 2020 & 2029
  • Table 10.5: Global smart grid drivers and activity

South Asia is now undergoing what is arguably the most rapid turnaround of smart grid infrastructure investment in the world. Regulatory deadlock, delayed projects, and cancelled loans have given way to completed deployments and contract awards for millions of smart meters. The news is encouraging, but in a region that still faces several obstacles, it is a trend that could also be upended from several directions, not least of all the Covid19 crisis that has reshaped the world in a matter of months. South Asia has been hit particularly hard and the entire region is still drudging through a recession, which by some estimates will not see the economy return to pre-Covid levels until 2022. That said, project slowdowns seem to have dissipated, and a slight uptick in meter deployments is forecast for 2021 and 2022 to account for lost 2020 deployments. Additionally, in the midst of a society under lockdown, the advantages of remote-controlled, two-way AMI metering have become abundantly clear.

India makes up the vast majority of the South Asia market, not surprising as it is the world's largest metering market (excluding the insular market of China). Of the 314 million meters in the region, 245 million (78%) are in India. Multiple states in India (an important classification, as India's smart grid development is largely determined at the state level) have smart meter markets that easily surpass those of neighboring Bangladesh, Nepal, and Sri Lanka.

Accompanying India's numerical dominance is a national government dedicated to mass smart grid infrastructure investment, first and foremost through nationwide smart metering. This is mainly motivated by the woeful financial condition of India's distribution utilities ("discoms") which collectively owe $15.3 billion as of April 2020, the main culprit being electricity theft (or "nontechnical losses"). India's Ministry of Power has assembled a network of programs and financing mechanisms to encourage individual states and utilities to pursue massive AMI deployments. The most visible element is India's state-run ESCO, Energy Efficiency Services Limited (EESL) which has made headlines by releasing multiple tenders since 2017 for up to 5 million smart meters, to supply rollouts across multiple states. This bulk procurement method has also accomplished what once seemed a dubious target of India's government; bringing per-meter costs down to about $30, a price reduction that has major implications for deployments in the rest of the region.

In Pakistan, the new government has resurrected a cancelled loan from the Asian Development Bank to deploy an initial 2.6 million smart meters. Also on the strength of ADB funding, Nepal is pursuing a national rollout that targets a total of 5 million smart meters by 2025. Both projects demonstrate the continuing necessity of external assistance in the region. Bangladesh, traditionally more committed to prepaid meter deployments, will be conducting an AMI deployment of 850,000 meters with Landis+Gyr, a prime example of an international vendor breaking into a region that mainly seeks to support domestic manufacturers. Sri Lanka remains in the exploratory phases of smart grid infrastructure development.

While Indian vendors have dominated meter hardware contracts, international vendors have a role as suppliers of AMI software and communication networks. International vendors including Itron, Landis+Gyr, Trilliant, CyanConnode, and EDF, among others, have secured contracts in the region. While risks, both including and beyond Covid-19, will continue in a region long known to struggle with corrupt business practices, the strength of India's rollouts over the next 10 years will likely make South Asia one of the largest global smart grid markets.

Key questions answered in this study:

  • How large will the smart grid market be across South Asia?
  • How is Covid-19 impacting the market, short and long-term?
  • Which utilities are poised to begin large-scale smart meter rollouts?
  • Which local and international vendors will be most active in the region?
  • How will the participation of neighboring Chinese vendors impact the market?

Table of Contents

i. Executive summary

1. What's new in 2020?

2. South Asia: Regional snapshot

3. Market forecast

4. India

  • 4.1 Electricity industry structure
  • 4.2 Market readiness
  • 4.3 Smart grid regulations
  • 4.4 Indian states
  • 4.5 Smart grid activity
  • 4.6 Smart grid forecast

5. Pakistan

  • 5.1 Electricity industry structure
  • 5.2 Market readiness
  • 5.3 Smart grid regulations
  • 5.4 Asian Development Bank projects in Pakistan
  • 5.5 Smart grid activity
  • 5.6 Smart grid forecast

6. Bangladesh

  • 6.1 Electricity industry structure
  • 6.2 Market readiness
  • 6.3 Smart grid regulations
  • 6.4 Smart grid activity
  • 6.5 Smart grid forecast

7. Nepal

  • 7.1 Electricity industry structure
  • 7.2 Market readiness
  • 7.3 Smart grid regulations
  • 7.4 Smart grid activity
  • 7.5 Smart grid forecast

8. Sri Lanka

  • 8.1 Electricity industry structure
  • 8.2 Market readiness
  • 8.3 Smart grid regulations
  • 8.4 Smart grid activity
  • 8.5 Smart grid forecast

9. Vendor activity

  • 9.1 Market share - AMI vendors
  • 9.2 Local vendors
  • 9.3 Market share - International vendors
  • 9.4 International metering vendors
  • 9.5 International grid/other vendors
  • 9.6 Chinese vendors

10. Appendix

  • 10.1 Utility lists
  • 10.2 Methodology
  • 10.3 Smart grid overview
  • 10.4 Global smart grid activity
  • 10.5 List of companies and acronyms
Back to Top
전화 문의
F A Q