【出版时间及名称】：2010年4月日本智能电网行业研究报告
        【作者】：摩根大通
        【文件格式】：pdf
        【页数】：44
        【目录或简介】：
Smart grids allow for optimum control by making electric power “visible”:
Smart grids make electric power supply and demand readily apparent. In the
process, 1) heavy use of wind, solar, and other renewable energy resources
reduces carbon dioxide emissions; 2) power networks become more advanced;
and 3) electric power demand is smoothed out (i.e., demand-side management).
• Reduced capital investments and carbon dioxide emissions: Electric power
users can save on costs by changing their consumption patterns and reducing
consumption during peak demand periods. Electric power suppliers can reduce
their capital investments because a smoothing out of demand reduces power
consumption during peak periods. At the same time, less of an increase in
power generation during peak periods, when most carbon dioxide is generated,
reduces the amount of carbon dioxide emissions.
• We estimate smart grid market could reach ¥19 trillion by 2020: The smart
grid market consists of power generation using wind, solar, and other renewable
energy sources; power networks; storage cells; data centers for regulating power
distribution; and smart meters, among others. We project the total smart grid
market will grow from ¥7 trillion in 2009 to ¥12.3 trillion in 2015 and then to
¥18.9 trillion in 2020.
• Risk of "Galapagos syndrome": Smart grids clearly offer greater business
opportunities overseas than in Japan, as electricity demand is higher overseas
and has better growth potential. Japanese companies are currently very
competitive in batteries, high-voltage cable, and a number of other components
and materials. The question is how to maintain this edge while also establishing
an overseas presence in smart grid systems. We believe that whoever controls
the standards will control the global market, so the challenge Japanese
companies face is to secure—with government help—the leadership role in
standardization. If overseas market demands differ from those in Japan,
Japanese companies will need to avoid adhering to the unique characteristics of
the domestic market in favor of becoming cost-competitive enough to prioritize
the much larger overseas market.

Table of Contents
Smart Grids and Their Possibilities ........................................3
Why Smart Grids Are Needed in Japan ..................................6
How to Avoid “Galapagos Syndrome” .................................13
The Smart Grid’s Ripple Effects............................................15
Size of the Smart Grid Market ...............................................19
Related Companies ................................................................28