市场调查报告书

南亚的智慧电网市场预测(2020年~2029年)

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

出版商 Northeast Group, LLC 商品编码 968140
出版日期 内容资讯 英文 120 Page PDF, 28 Slides, Excel Dataset
商品交期: 最快1-2个工作天内
价格
南亚的智慧电网市场预测(2020年~2029年) South Asia Smart Grid: Market Forecast (2020 - 2029)
出版日期: 2020年10月30日内容资讯: 英文 120 Page PDF, 28 Slides, Excel Dataset
简介

目前,南亚是全球智慧电网基础设施投资最快的地区,随著印度在未来十年内的扩张,南亚有潜力成为世界上最大的智慧电网市场之一。法规上的停顿,计划的延迟,贷款的废除等,导致数百万台智慧电表的引进与契约的获得。然而,还有几个面临障碍的地区,这种趋势可能在许多方向上被推翻。

本报告提供南亚的智慧电网市场的相关调查,市场预测,各国市场分析,业者情势等资讯。

目录

摘要整理

第1章 2020年的新功能

第2章 南亚:地区的概述

第3章 市场预测

第4章 印度

  • 电气产业结构
  • 市场准备
  • 智慧电网法规
  • 印度的州
  • 智慧电网活动
  • 智慧电网预测

第5章 巴基斯坦

  • 电气产业结构
  • 市场准备
  • 智慧电网法规
  • 巴基斯坦的亚洲开发银行计划
  • 智慧电网活动
  • 智慧电网预测

第6章 孟加拉

  • 电气产业结构
  • 市场准备
  • 智慧电网法规
  • 智慧电网活动
  • 智慧电网预测

第7章 尼泊尔

  • 电气产业结构
  • 市场准备
  • 智慧电网法规
  • 智慧电网活动
  • 智慧电网预测

第8章 斯里兰卡

  • 电气产业结构
  • 市场准备
  • 智慧电网法规
  • 智慧电网活动
  • 智慧电网预测

第9章 供应商活动

  • 市场占有率:AMI供应商
  • 当地供应商
  • 市场占有率:国际供应商
  • 全球计量供应商
  • 全球电网/其他供应商
  • 中国的供应商

第10章 附录

  • 公共产业清单
  • 调查手法
  • 智慧电网概要
  • 全球智慧电网活动
  • 企业和简称的清单
目录

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

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