Applied Market Intelligence

China E-meter and Electronic Market Analyse

Alex Liu

iSuppli Corporation
Ali @i
Aliu@isuppli.com
li

The Coverage

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Teardown Analysis
OEM Track

After Market Track

Tom-Tom
One
Garmin Nuvi - 660

Range Rover
Sport
Land Rover
sco com
e y3
Discovery
www
www.isuppli.com
isuppli

BMW
X5

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Teardown Analysis

APPLE IPAD

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China E-meter and Electronic Market Analyse

E-meter Development in Worldwide and China

China E-meter Market
Electronic market for E-meter
E meter
Summary

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Smart Grid Structure

Wire line

Commercial wireless
Wireless line
Broadband line

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Electronic Meter development in Worldwide

Estimated that 0.5 billion smart meter will be installed before 2015

UK DECC has set out strategy and timetable to install smart meter
in all home and business before 2019

South Korea plans for 100% AMI smart meter deployment by 2020

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SGCC Investment on China Strong and Smart Grid, 2009-2020

The Chinese Strong and Smart Grid Plan consists of three stages:
Stage I (2009
(2009~2010)
2010) : Planning pilot (5% of the total investment)
Stage II(2011~2015) : Mass construction ( 70% of total)
Stage III(2015 ~2020) : Enhance and upgrade (25% of total investment)

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Figure 5: the Projected New Investment on Electricity Meter Industry, 2010

Total Investment on the

Strong and Smart Grid
from 2009 to 2020
$590B

Electricity Meter
Industry Revenues
in 2009
$2.3B

New Investment on
electricity meter industry
In 2010
$4.3B

Total Investment on
Smart meter
$141.6B

Subtotal investment on
distribution network automation
& user side
$236B
$
36

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China E-meter and Electronic Market Analyse

E-meter Development in Worldwide and China

China E-meter Market
Electronic market for E-meter
E meter
Summary

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Figure 6: China Electricity Meter Category.

Electronic Meter
Electromechanical
Meter

Induction
Meter

Adding
Smartcard
module

Adding
transport
module

Time of Day
Meter

Prepayment
Meter

Multi-User
Meter

Others
Meter

Multi-Function
Meter

Adding
transport module

A t
Automatic
ti Meter
M t Reading
R di
Prepayment
Meter

Automatic
Meter Reading

Adding
Two-way communication module &
embedded intelligent software with
standard and open interface

Smart Meter
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Chinas Single-Phase Electronic Meter Shipments Share by

Feature, 20092014

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China Electricity Meter Export Shipments by Countries, 2009

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China Energy Meter Average Selling Price, 2009

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China E-meter and Electronic Market Analyse

E-meter Development in Worldwide and China

China E-meter Market
Electronic market for E-meter
E meter
Summary

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Figure 15: Electronic Energy Meter Block Diagram (Single-Phase).

Source: Renesas
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Electronic Smart Meter Block Diagram.

Source: TI
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China MCU Revenue for E-meter Forecast, 2010-2015

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China E-meter and Electronic Market Analyse

E-meter Development in Worldwide and China

China E-meter Market
Electronic market for E-meter
E meter
Summary

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