2010 U.S. Smart Grid Vendor Ecosystem Report . Le marché du smart grid continue son expansion aux Etats-Unis, indique dans une étude* le Clean Tech Group. Selon les prévisions du cabinet, ce sont plus de 2.75 milliards de dollars qui seront dépensés au total dans des produits liés aux infrastructures dites "intelligentes", en 2010. Quant aux investissements dans les services du smart grid - les chiffres seront, selon les analystes, équivalents voire supérieurs. Plus important encore : le marché arrive à maturité, avec des acteurs centraux qui commencent à se dessiner. "Selon nos données, seuls 30 % des 177 plus grandes entreprises spécialisées dans le domaine du smart grid sont apparues au cours de la dernière décennie", rapportent les consultants.
The Smart Grid vendor ecosystem is an increasingly interdependent web of companies. Vendors of Advanced Metering Infrastructure (AMI) products (meters, communication units, and related software) have emerged as leaders in establishing cross-industry partnerships. Investments in AMI infrastructure have catalyzed new working relationships throughout the industry. There is strong "coopetition" playing out in the market between vertically integrated vendors and product specialists. Market dynamics are being reshaped by the entrance of new technologies and new companies. This results in vendor cooperation on some projects and competition on others. Acquisitions and consolidation are increasing and will continue to shape the landscape in the coming years. Large, established, global companies are expanding product portfolios to stretch across smart grid categories with the goal of providing end-to-end solutions to utilities and other large customers. $2.75B will be spent in 2010 on smart grid products in the core industry sub-sectors of Advanced Metering, Demand Response, and Distribution Grid Management. Commissioned by the U.S. Department of Energy, this report is available to the public. Download the report here >>
