CleantechGroup_SmartGridWebinar-Presentation

8/7/2019 CleantechGroup_SmartGridWebinar-Presentation

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2010U.S.SmartGrid

VendorEcosystemWebinar

GregNeichin,VicePresident

David

Cheng,

Senior

Manager

PresentedbyCleantechGroup


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Agenda

Welcome BriefIntroductionToCleantech

Group

SmartGridVendorStudy:AreasofInquiry

BackgroundonResearchProcess KeyTakeaways

IncludingDemonstrationofRelationshipMapping

Q&A

GregNeichin

VicePresident,

Advisory

CleantechGroup


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SubmitYourQuestions

3

Submityourquestionsatanytimeduringthepresentationthroughthechat

windowtostaffandwellanswerasmanyaswecanattheend.


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About Cleantech Group

Insight:

Tracking over $25B in global cleantech deals since initiating coverage in 2002 Delivering the authoritative database of global cleantech financing and investment

the only dataset of its kind

Relationships:

We connect more than 9,000 investors, 6,000 companies and 3,500 professionalservice firms

Building detailed maps of the competitive landscape

Global Reach: Delivering critical market research to 1,500 subscribers and partners in 35+

countries

Maintaining a global footprint with offices in San Francisco, London, & Beijing

TheleadingproviderofinsightintoGlobalCleantechInnovation.


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CleantechGroupDelivers

We deliver industry leading market research, provide critical advisoryinsights, and convene thought leaders at global events.

EVENTS

27 Cleantech Forumsworldwidesince 2002 in San Francisco,Boston, New York, Toronto,

Washington DC, Paris, London,Frankfurt, Brussels, Copenhagen,Shanghai, Beijing, Delhi, Mumbai

RESEARCH

Industrys most extensive andwidely cited data on cleantechventure investments and news

locks us onto the pulse ofinnovation

ADVISORY

Skilled team of advisors helpsglobal enterprises decipher the

cleantech landscape andcapitalize on business

opportunities


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SMART GRIDSmart Grid equipment and

infrastructureABB, Tendril, Enernoc, GEJohnson Controls, Siemens

GREEN TRANSPORTATION

Vehicles design and technology,fuels and logisticsBetter Place, Fiskar Automotive,

Mission Motors, Tesla Motors

WATER

Filtration, purification, waterconservation, irrigation andwastewater treatment

TaKaDu, Sloan Valve, Veolia

The Industrys Broadest And Deepest Coverage

Cleantech Group covers the wider cleantech ecosystem and digs deep into sectorsubcategories including smart grid, energy efficiency, water, transportation, and waste

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ENERGY STORAGEGrid-scale storage, batteries,

pumped hydroA123, Apple, Dell, Coulomb

Technologies, Siemens

ENERGY EFFICIENCYLighting, windows, walls,

recycled energyCB Richard Ellis, Hines Interests,

Johnson Controls, Philips

ENERGY GENERATION

Solar, wind, alternative fuels,biomass

Duke Energy, EDF, First Solar

Solyndra

MATERIALSNanotech, biotech,

renewable chemicalsAmyris Biotechnologies,

Applied Materials,Genomatica

RECYCLING & WASTE

Various recycling servicesand waste treatment services

Waste Management


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Clients Include Sector Leaders

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DiversifiedIndustrial

Utilities&Energy

Investors

ICT

Water,Waste&Transport

Governments&Education

BusinessServices

Abroadrangeofmarketleadingclientsrelyoncleantechsinsightandglobalnetwork


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Our Research: Areas Of Inquiry

Whatarethekeysmartgridvendorcategories?Andwhoarethecompaniesinthesekeyareas?

Whatcanbelearnedfromevaluatingmoreaboutthesecompanies?(whenweretheyfounded,revenue,employees?)

Whatarethesizeofthemarketsthattheyservein2010andwhatdynamicsareshapingthecompetitivelandscape?

Whatarethekeyrelationshipsthatarebeingformedbetweencompaniestoenablesmartgridfunctionality?


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Our Research Process

Comprehensivesecondaryresearch;assistedbyanumberof

leading

third

party

research

firms.

Leveragedourownproprietaryresearchonventurefinance,thesmartgridlandscape,andcompaniesthroughoutthecleantech

sector.

Primaryresearchandinterviewswithvendorsrepresentingeverysegmentinourstudy.


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OurResearchProcess:SelectVendorInterviews


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2010 U.S. Smart Grid Vendor Ecosystem Report


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SmartGridAnalysisFramework

Meters/AMI/MDMS

DemandResponse

Distribution&

Substation

Automation

ControlSystems(SCADA/DMS)

DistributionGridManagement


Control

Systems

(SCADA/DMS)

Grid

Interconnect

Distribution&

Substation

AutomationDemand

ResponseMeters/AMI/MDMS

HomeEnergy

Management

BuildingEnergy

Management


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KeyTakeaways

(1) TheSmartGridecosysteminanincreasinglyinterdependentwebofcompanies;smartmeteringandcommunicationvendorsleadingcrossindustrypartnerships.

(2) Smartgridvendorlandscapeismorematureandgeographicallydiversethanmaybecommonlythought.

(3) Strongcoopetitionplayingoutinmanymarketsbetweenverticallyintegrated

vendorsandproductspecialists;dynamicisdrivingcontinuedconsolidationactivity.

(4) $2.75Bwillbespentin2010onsmartgridproductsinthecoreindustrysubsectorsofAdvancedMetering,DemandResponse,andDistributionGridManagement.

(5) Differentsmartgridproductsectorsrequiredifferentexpertise;hardwarevs.software,productvs.services,etc.;thishasanimportantimpactonhowemployees

aredistributedandhow$arespent.


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(1) AnIncreasinglySophisticatedWebofCompanies

Source:CleantechGroupAnalysis


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(2) AGeographically DiverseSetofCompanies



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CompanyCategory

(2)TopCompaniesFromVentureStates


%ofcompaniesi

ncategoryinah

igh

venturestate(CA

,MA

,NYC)

Tot

alCountofcomp

anybycategory


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YearOfCompanyFounding

CountofCompanies

(2)SmartGridcompanieshavesubstantiallegacy



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EmployeeBase

CountofCompanies

(2)Alongtailoflargeemployers



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(2)But,therearestillplentyofstartups

Total:$1.68BinVentureSpend

SmartGridVentureCapitalSpending;20072010

Source:CleantechGroupVentureData


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Meters

Communications

MeterData

Management

EmberNetworks DigiInternationalZensysTeridian Freescale Accent

Chips/Components

Itron Landis+Gyr Sensus Aclara Elster GE

Systems/Units

CorixUPAVSI

Services/Install

Oracle Microsoft IBM

Servers/Databases

Itron Elster Oracle

eMeter EcologicAnalytics Aclara Tibco

Software/Applications

IBM Accenture CapGemini

SystemIntegrators

TexasInstruments

SierraWireless Qualcomm Motorola Cisco Alcatel NokiaSiemens

Chips/EquipmentSilverSpring

TrilliantItron Landis+Gyr Sensus Elster GE Aclara

Systems

AT&T

Verizon TMobile Sprint

NetworkOperators

HW&Subsystems Systems&SW Services

(3)Coopetition:AMIVendorLandscape


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(3)Marketiscompetitive;shareisfluid


MarketShareofInstalled

AMI

Meters

ThroughQ22010

MarketShareofAMI

Meters

Shipped

in

2010

Assume15MInstalled Assume10MshippedLandis+Gyr 25% 19%

Sensus 24% 20%

Itron 20% 33%

Elster 15% 10%

GE 15% 17%


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Meters Communications Meter DataManagement

HomeArea

Networks

Building/Industrial

Energy

Management

Communications

forothervalue

addedapplications

Communicationfor

Distribution

Automation

Distribution

Management

Systems&Other

Operational

Systems

Billing/Customer

Service&Other

NonOperational

Systems

(3)AMIVendorLandscape:MarketAdjacencies


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1000s 1,000,000s+# of networked endpoints

Low

High

Tolerance for

Latency

Substation Automation

Advanced MeteringInfrastructure

Distribution Automation

(3)ChallengestoVerticalExpansion



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DistributionAutomation SubstationAutomation

Field

Equipment

(withembeddedintelligence)

Automation

Platforms&

Controllers

Communication

Software

Management&

ControlSystems

Reclosers,Sectionalizers,CapBanks,etc. Transformers,CircuitBreakers,Switchgear,

etc.

DigitalControllers,PoleTopRTU, RTUs/IEDs&SubstationPlatforms

DANetworkingEquipment SubstationRouting&Switching

DistributionMgmtSystem(DMS)&SCADA/DMS

GE Landis+Gyr SilverSpring

Sensus ArcadianNetworks

GE ABB Cooper

S&CElectric

Siemens

Howard Vishay Beckwith

SEL

Qualitrol

ABB GE S&CElectric

Siemens

ADD

GE Telvent ACS

Siemens DAQ

SchneiderElectric Rockwell Cooper

Novatech SubnetSolutions

RuggedCom GarrettCom GE

Hirschmann Cisco

Telvent ABB OSI

ACS

Siemens Survalent

SEL Cooper SchneiderElectric

Telemetric Thomas&Betts

GE ABB S&C

NovaTech

Motorola AlcatelLucent

Trilliant Itron

(3)DistributionGridManagement:VendorLandscape


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(3)HomeEnergyManagementConvergence



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(3)Consolidation:SmartGridM&ATransactions

Year

Count

ofTransactions KeyRecentTransactions:

Honeywell Akuacom

GE SNCLavalin ECS

Honeywell EMon

ABB Ventyx

EnerNoc SmallFoot

Cooper

Eka Systems



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US

$B

DistributionGrid

Management

Advanced

Metering

Demand

ResponseTOTAL

(4)$2.75Bin2010SmartGridProductSales

DistributionAutomation

SubstationAutomation

Meters

Communication

MDM

DRTechnology

DMSSoftware



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TechnologyR&D

Relative#ofemployees

required

TechnologyManufacturing

SystemInstallation

OngoingServices


AMI

DemandResponse

(5)JobDistribution By ProductDeploymentLifeCycle



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Q&A

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Special Discount to Cleantech Forum New York

Don't Miss CleantechForum New York:

October 11-13, 2010

Cleantech Forum New York is the flagshipEast Coast event for the cleantechcommunity. Cleantech Group has beengathering innovators and influencers for 8

years to define, debate and discusstrends in clean technology. Forcorporations, investors, entrepreneursand policy-makers involved in financingcleantech innovation, this is the must-attend event of the Fall.

30

Register today and save $400 usingcode SMARTGRID at

http://events.cleantech.com/newyork

Greg Neichin

VP of Advisory

Welcome: A Sneak Peak at the

Future of Cleantech

A sneak peak at some of the gamechanging financing trends and researchfindings from Cleantech GroupResearch Analysts along with topics tobe explored and debated during the

next two days.

Sheeraz HajiPresident

Visualizing Value Migration: The EvolvingSmart Grid Ecosystem

This case study example will exploreobservations on how cooperation,

competition, and consolidation are reshapingcompetitive dynamics and highlight howexecutives and investors can employ similarthinking to unlock significant value in a varietyof cleantech sectors..


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http://info.cleantech.com/SmartGrid_Materials.html

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GregNeichin

VicePresident,Advisory

CleantechGroup

[email protected]

DavidCheng

SeniorManager,Advisory

CleantechGroup

[email protected]

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