家庭能源管理將成為智能三表后的公共事業(yè)投資重點
摘要: 公共事業(yè)建設(shè)的投入部署已經(jīng)集中在智能表上面,但是在接下來幾年,HEMS加大在智能表基礎(chǔ)上為公共事業(yè)建設(shè)傳遞“需求響應(yīng)”的好處。而這個趨勢將在2014年開始產(chǎn)生真正的影響。
關(guān)鍵字: 家庭能源管理系統(tǒng), ABI, HEMS, 家庭自動化, 智能表
根據(jù)ABI最新研究表明,2013年家庭能源管理系統(tǒng) (HEMS) 將會有輕微的增長,但從2014年開始HEMS出貨量將會迅速加速,直到2016年,將從4400萬美元的全球市場獲得200萬美元的收入。
Sam Lucero,M2M連接部業(yè)務(wù)主管,解釋說:“我們認為公共事業(yè)建設(shè)是HEMS進入市場的最大渠道。公共事業(yè)建設(shè)的投入部署已經(jīng)集中在智能表上面,但是在接下來幾年,HEMS加大在智能表基礎(chǔ)上為公共事業(yè)建設(shè)傳遞“需求響應(yīng)”的好處。而這個趨勢將在2014年開始產(chǎn)生真正的影響。
能源管理將成為智能三表后的公共事業(yè)投資重點 src="http://www.globalsca.com/News/UploadFile/2008/2011318162826182.jpg" border=0>
但是,公共事業(yè)建設(shè)這塊蛋糕并不全由HEMS獨享,因為有兩組供應(yīng)商在提供實際系統(tǒng)服務(wù)(盡管消費者可能會直接和公共事業(yè)單位交易),其中一組是小個體HEMS供應(yīng)商,他們現(xiàn)在面臨著家庭自動化供應(yīng)商日益加劇的競爭,而家庭自動化供應(yīng)商同時也為HEMS供應(yīng)整體產(chǎn)品整容中的一部分產(chǎn)品。
Lucero說,與家庭自動化供應(yīng)商競爭不是很輕松的事,他強調(diào)說,“單一類型的HEMS供應(yīng)商需要聚焦在公共事業(yè)建設(shè)中特殊的需求,從而與自己的供應(yīng)商產(chǎn)生差異化,將他們的系統(tǒng)效率打入公共事業(yè)建設(shè)的后端操作。他們也應(yīng)該與智能系統(tǒng)網(wǎng)絡(luò)價值鏈建立緊密的合作伙伴關(guān)系,展示他們垂直能源市場專長,從而讓公共事業(yè)單位相信他們能比家庭自動化供應(yīng)商做更多的服務(wù)。
家庭自動化供應(yīng)商將很可能會計算已經(jīng)(或很快)使用他們系統(tǒng)的用戶和以后需要刪除的專業(yè)部分。他們會指向更大的不同市場渠道:零售、服務(wù)供應(yīng)商、安裝經(jīng)銷商和公共事業(yè)單位。他們也能夠直接與智能系統(tǒng)網(wǎng)絡(luò)合作。
本文由資訊翻譯。
《Home Energy Management Vendors Battle Home Automation Vendors for Utilities’ $2 Billion Business》
Home energy management systems (HEMS) will see moderate growth through 2013, according to ABI Research. But starting in 2014, shipments of these systems are expected to accelerate rapidly until by 2016, nearly 44 million will hit world markets, when they will generate revenue of about $2 billion.
Sam Lucero, M2M connectivity practice director with the analyst firm, explains: “We see utilities as the largest channel for HEMS going to market. Utilities have been focusing their efforts on smart meter deployments. But in the next few years, HEMS will ramp up to deliver the utilities ‘demand response’benefits on top of their smart meters. This trend will start to have real impact in 2014.”
Utilities will not be making HEMS systems themselves: two groups of vendors provide the actual systems (although the consumer may only deal directly with the utility.) One of these groups is small private HEMS vendors. They now face increasing competition from home automation vendors that offer HEMS as one part of their overall product lineups.
Competing against the home automation vendors won’t be easy, says Lucero. He recommends that, “The pure-play HEMS vendors should differentiate their offerings to focus on the specific needs of utilities, tying their systems effectively into the utilities’ back-end operations. They should also form close relationships and partnerships with the smart grid value chain, and demonstrate a level of vertical energy market expertise that impresses the utilities more than do the home automation vendors.”
The home automation vendors are likely to counter that homeowners are already using their systems (or soon will be) and that further specialization is redundant. They can point to their greater variety of paths to market: retail, service provider, dealer-installer, utility. They can partner directly with smart grid too, in the way that Control4 has partnered with Silver Spring Networks.