Smart Grid Deployment Tracker 2Q12

Smart meter shipments in the second quarter of 2012 picked up steam from a soft Q1.

The total volume reached more than 17.9 million units, up nearly 19% sequentially. The big driver came from China, where the pace of shipments accelerated despite a slowing overall economy.

The European market also expanded, as smart meter rollouts started to gain momentum in some countries, such as Spain and the United Kingdom.

Meter shipments in North America grew from the previous quarter as utilities continued to deploy devices for projects funded by the American Recovery and Reinvestment Act (ARRA), which need to reach completion by early next year. Seasonality also likely played a role, as better weather is more conducive to major fieldwork projects. However, the quicker pace will not last in North America. With stimulus money drying up and the big wave of major deployments past, the next few years will see fewer new projects – and many that do get approved will be smaller in size.

This Pike Research tracker report, updated quarterly, provides analysis of worldwide utility smart grid and smart meter programs, including tracking of customer endpoints, metering vendors, communications vendors and systems integrators. The tracker includes a tactical examination of technologies, deployment timeframes, and vendor selections for each utility deployment, along with vendor market share analysis for North America.

Key Questions Addressed:

• Which utilities are actively engaged in smart grid and smart meter deployments on a worldwide basis, and what are their intended volumes and timeframes?
• Which technologies have various utilities selected for their deployment projects?
• Which meter manufacturers, communications module vendors, systems integrators, and meter data management providers are working with specific utilities?
• What are the market shares of these companies in terms of vendor selections in the United States?

Who needs this report?

• Utilities
• Meter manufacturers
• Smart grid communications vendors
• Consulting firms and systems integrators
• Government agencies
• Investor community

Table of Contents

1. Executive Summary

1.1   Deployments Pick Up Steam from Previous Sluggish Quarter

1.2   New Market Activity

1.3   Vendor Selection Share Analysis

1.4   Smart Meter Shipments

2.     New Market Activity

2.1   Overview

2.1.1     E.ON UK Chooses Elster

2.1.2     CGE Group Selects Kamstrup

2.1.3     WEL Networks Chooses Silver Spring Networks

2.1.4     Burlington Electric Department Selects Itron, Siemens

2.1.5     Guam Power Authority Chooses Landis+Gyr, Tropos

2.1.6     Lafayette Utilities System Selects Aclara for MDM

2.1.7     Hydro-Quebec Rollout Stalled

2.1.8     Activity in China

2.1.9     Deployment Milestones: SCE

3.     Vendor Selection Share Analysis

3.1   Introduction

3.2   Meter Manufacturer Vendor Selection Share

3.3   Communications Modules Vendor Selection Share

3.4   Systems Integrators

3.5   Meter Data Management Vendors

4.     Smart Meter and Communications Node Shipments

4.1   Introduction

4.1.1     Definitions

4.2   Global Meter and AMI Communications Node Shipments

4.2.1     China Challenge (Continued)

4.2.2     Global AMI Communications Nodes by Technology

4.2.3     Global Smart Meters by Meter Type

4.3   North American Meter and AMI Communications Node Shipments

4.4   Europe Meter and AMI Communications Node Shipments

4.5   Asia Pacific, Latin America, Middle East and Africa Markets

5. Table of Contents
6. Table of Charts and Figures
7. Scope of Study, Sources and Methodology, Notes

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