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  • 1. !!"#$"#%& !& !"#$%&'$()&#*)&& +!&,-.#*%./0&1**23#42*&& (*&,#-(52$*(#&6&!(-(/2*&7#--.8& 9($2:0(&;#<(=&>0?@?& ABCC6D6E& 2& •  2001 Established in Silicon valley •  2003 The University of Tokyo Silicon Valley Office Partner •  2005 Started Clean F./0*2-2<8 Research  Report : Sustainable Chemistry for Japanese Chemical Association •  2008 Connect NIST and a Japanese firm •  2009 Joint work Japanese firm and NIST •  2010 Pacific Rim Security II Japan Representative •  2010 Keynote Lecture on SEMI Japan Think in Silicon Valley, Work in Asia &1GH*.%=&1*/? '()*+,-&'*./&0#!!"#$"#%& 1GH*.%=&1*/?& •  ABCB&H:(#&>$2)I/43(%8&H::2/(#42*&%2I$& J+!&K*.$<8&KL/(.*/8&#*)&M.*.N#O-.:P& Q./%I$.&#*)&:(%.&%2I$&52$&R&)#8:&& •  ABCC&;2S20#"#&T#42*#-&+*(3?& J1**23#42*&#*)&,-.#*%./0&(*&+!H&#*)&"8&/#$..$P& >2:%&<$#)I#%.&:/022-&(*%.*:(3.&-./%I$.&U&)#8:& & 0#!!"#$"#%& '()*+,-&'*./& $& 1**23#42*&/2"V2*.*%:& •  1**23#42*&/$.#%.:&W.#-%0&O8&>?&@$I/S.$&(*& CXYE& •  F./0*2-2<8&O#:.)&1*3.*42*&N(%0& &W().&>IO-(/&H//.V%#*/.& &'#".&,0#*<(*<&M.:I-%:& &T.N&F./0*2-2<8&Z!"#$%&'(&#")*+[& &,2"O(*#42*&25&F./0*2-2<8& '()*+,-&'*./& %&0#!!"#$"#%& '()*+,-&'*./& 1& '**23452*& '*6748,79.,97+& :;8,+<& =+.>*2?2@;& A7+4?,>729@>& (47B+,& )..+C,4*.+& 1**23#42*&!%$I/%I$.& 0#!!"#$"#%& !V2*%#*(2I:&1**23#42*& '**23452*& =+.>*2?2@;& '*6748,79.,97+& :;8,+<& (47B+,& '()*+,-&'*./& D&0#!!"#$"#%&
  • 2. !!"#$"#%& 0& G#$S.%&H//.V%#*/.& •  F2I/0&>#*.-&>,& &1*%$2)I/.)&(*&ABBE& &5$2"&G(/$2:2& & •  (>#)& &1*%$2)I/.)&(*&ABCB& & (>#)&(:&#*&(**23#42*& '()*+,-&'*./& E&0#!!"#$"#%& 1**23#42*&>$2)I/%:& '#".&,0#*<(*<&Z]K;[&F./0*2-2<8& • 1*/#*).:/.*%&Q#"V=&F$#*:"(::(2*& • H($&V-#*.=&HI%2"2O(-.=&K-./%$(/&,#$& • 1*%.$:%#%.:&9(<0N#8& • M2/S.%&Z!#%.--(%.[=&^.%&#($&V-#*.& • M.*.N#O-.&K*.$<8& • 1*%.$*.%=&,-2I)&/2"VI4*<& • >,=&'>!=&G2O(-.&>02*.=&(>#)& '()*+,-&'*./& F&0#!!"#$"#%& !8:%."& •  ,2"O(*#42*&25&F./0*2-2<(.:& •  G#::&"#_.$:& •  !V..)&"#_.$:& •  !(`.&"#_.$:& '()*+,-&'*./& G&0#!!"#$"#%& 1*5$#:%$I/%I$.& •  1*%.$*.%&/2**./42*& &>02*.-(*.ZG2)."[&   .G#(-=&T.4aI._.&& & •  bbZb$2#)&b#*)[& &.G#(-=&GI:(/=&>(/%I$.=&G23(.& &1**23#42*& &(FI*.:=&H"#`2*=&T.c-(d&& & & '()*+,-&'*./& !#&0#!!"#$"#%& eV.*&1**23#42*& '()*+,-&'*./& !!&0#!!"#$"#%& TH!H&1**23#42*& '()*+,-&'*./& !0&0#!!"#$"#%&
  • 3. !!"#$"#%& $& ,0#:"& '()*+,-&'*./& !$&0#!!"#$"#%& >IO-(/&7(:(O(-(%8& '()*+,-&'*./& !%&0#!!"#$"#%& ,2"".$/(#-(`#42*& '()*+,-&'*./& !1&0#!!"#$"#%& 1*23#%2$f:&@(--.*"#& '()*+,-&'*./& !D&0#!!"#$"#%& C&:%&1**23#42*&>$2)I/%:& '()*+,-&'*./& !E&0#!!"#$"#%& @(:$IV43.&1**23#42*& '()*+,-&'*./& !F&0#!!"#$"#%&
  • 4. !!"#$"#%& %& 9#$)&@(:S&,2"V2*.*%:& '()*+,-&'*./& !G&0#!!"#$"#%& '()*+,-&'*./& 0#& H47I&JK8B&& L4CKI&& M>4*@+& =2& :<4??+7&4*I& HK@>&M4C4.K,;& 0#!!"#$"#%& @(:$IV43.&F./0*2-2<8& •  1*(4#--8=&%0.$.&(:&*2&"#$S.%&&& •  1""#%I$.&52$&& Kd(:4*<&/2"V#*(.:f&G#$S.%& F22&!"#--&%2&<2&(*%2&& >$2)I/%&:V./(g/#42*& T2%&:#4:g.)&O8&.d(:4*<&I:%2".$& & & & '()*+,-&'*./& 0!&0#!!"#$"#%& @.#-&N(%0&@(:$IV43.&F./0*2-2<8& •  H-N#8:&)(:%I$O.)&O8&.d(:4*<&OI:(*.::& G#$S.%&3(:(O(-(%8=&:(`.=&V$2g%=&/2"V#*8&$.:2I$/.& I:.& C?  !V(*&2I%&5$2"&Q#$<.&g$"& A?  1*).V.*).*%&2V.$#42*& D?  GhH& '()*+,-&'*./& 00&0#!!"#$"#%& iI*).".*%#-&@#%#&1& '()*+,-&'*./& 0$&0#!!"#$"#%& iI*).".*%#-&@#%#&11& '()*+,-&'*./& 0%&0#!!"#$"#%&
  • 5. !!"#$"#%& 1& '()*+,-&'*./& 01&0#!!"#$"#%& '()*+,-&'*./& 0D&0#!!"#$"#%& Q(<0%&:2I$/.&0(:%2$(/#--8&#*)&5I%I$.& '()*+,-&'*./& 0E&0#!!"#$"#%& '()*+,-&'*./& 0F&0#!!"#$"#%& K9!&>$2"242*&1& '()*+,-&'*./& 0G&0#!!"#$"#%& K9!&>$2"242*&11& '()*+,-&'*./& $#&0#!!"#$"#%&
  • 6. !!"#$"#%& D& K9!&>$2"242*&111& '()*+,-&'*./& $!&0#!!"#$"#%& !%#*)#$)(`#42*&1& '()*+,-&'*./& $0&0#!!"#$"#%& !%#*)#$)(`#42*&11& '()*+,-&'*./& $$&0#!!"#$"#%& '23.$*".*%&H/43(%8& '()*+,-&'*./& $%&0#!!"#$"#%& IMAnet, Inc. 35 DOE Smart Grid Budget 2009 ARRA Budget :$ 45Bil 0#!!"#$"#%& HMMH&i-2N •  +!&F2%#-&bI)<.%&(*&ABBX&&&jD=BBB&b(- •  @eK &bI)<.%&(*&ABBX&& &j&&&AUB&b(-& •  HMMH  & & & &j&&&kYk&b(-& •  @eK&&&&5$2"&HMMH & &j&&&EBB&b(- & •  T!i  & & & &j&&&&&&B?D&b(-& •  1**23#42*&!IVV2$%&'23.$*".*%&iI*)&& &!b1M& &:<4??&A98K*+88&'**23452*&L+8+47.>&& &!FFM & &:<4??&A98K*+88&=+.>*2?2@;&=74*86+7 & '()*+,-&'*./&0#!!"#$"#%& $D&$D&
  • 7. !!"#$"#%& E& HMMH&iI*)(*<&O8&!%#%.& #:&25&e/%?&CU&ABCB& 0#!!"#$"#%& '()*+,-&'*./& $E& HMMH&1**23#42*&#*)&F./0*2-2<8& iI*)(*<& 0#!!"#$"#%& '()*+,-&'*./& $F& VP Biden Report 1**23#42*&/$.#%.:&2VV2$%I*(4.:& •  F./0*2-2<8& •  ^2O:& •  G#*I5#/%I$(*<& •  KdV2$%&"#*I5#/%I$(*<&V$2)I/%:& 0#!!"#$"#%& $G&'()*+,-&'*./& %#& Buy American Conflict %#& •  ,#*#)#&bI8&H".$(/#*&(*&ABBX& & 0#!!"#$"#%& '()*+,-&'*./& New Energy for America’s Economy Largest science funder 17 National Laboratories Researchers at 300 universities 88 Nobel Prize winners Department of Energy 0#!!"#$"#%& %!&'()*+,-&'*./& %0& DOE Steven Chu (Nobel Laureate in 1997) The Department of Energy must become the modern “Bell Labs” 0#!!"#$"#%& '()*+,-&'*./&
  • 8. !!"#$"#%& F& %$&%$& DOE 17 Labs 0#!!"#$"#%& '()*+,-&'*./& +*(%.)& !%#%.:& ^#V#*=&i$#*/.=&T.%0.$-#*):=&1%#-8=& +]=&'.$"#*8=&1:$#.-=&.%/?& The standard of living of a country is not proportional to its energy consumption: Human Development Index vs. Electricity use 0#!!"#$"#%& %%&'()*+,-&'*./& Clean Energy Economy New Energy for America’s Economy N7+8KI+*,&OP4<4Q8&C?4*R& &M7+4,+&*+S&@7++*&T2P8&,>4,& .4*Q,&P+&29,8297.+I&!"#$ 4II&,2&)<+7K.4Q8&69,97+& .2<C+553+*+88& 0#!!"#$"#%& %1&'()*+,-&'*./& HMMH&Mh@&!IVV2$%& 0#!!"#$"#%& %D&'()*+,-&'*./& Workshop COST by DOE %E&0#!!"#$"#%& %E&'()*+,-&'*./& >$.)(/42*&2$&'I()-(*.& '()*+,-&'*./& %F&0#!!"#$"#%&
  • 9. !!"#$"#%& G& G22$.f:&Q#N& '()*+,-&'*./& %G&0#!!"#$"#%& ,2:%=&,2:%=&,2:%&1& '()*+,-&'*./& 1#&0#!!"#$"#%& ,2:%=&,2:%=&,2:%&11& '()*+,-&'*./& 1!&0#!!"#$"#%& ,2:%=&,2:%=&,2:%&111& '()*+,-&'*./& 10&0#!!"#$"#%& ,2:%=&,2:%=&,2:%&17& '()*+,-&'*./& 1$&0#!!"#$"#%& ,2:%=&,2:%=&,2:%&7& '()*+,-&'*./& 1%&0#!!"#$"#%&
  • 10. !!"#$"#%& !#& ,2:%=&,2:%=&,2:%&71& '()*+,-&'*./& 11&0#!!"#$"#%& ,2:%=&,2:%=&,2:%&711& '()*+,-&'*./& 1D&0#!!"#$"#%& ,2:%&25&!2-#$&>2N.$& 0#!!"#$"#%& '()*+,-&'*./& 1E& ARRA EV Loan 1F&1F&0#!!"#$"#%& 1F&'()*+,-&'*./& 59& &@eK&!"#$%&'$()&bI)<.% 2009 ARRA Budget :$ 45Bil 0#!!"#$"#%& )NO&=297& '()*+,-&'*./& 9.#-%0/#$.&lT19& 0#!!"#$"#%& '()*+,-&'*./& D#&
  • 11. !!"#$"#%& !!& HM>HmK& •  HM>HmK&.:%#O-(:0.)&(*&ABBk=&52--2N:&@HM>H& 5I*/42*&(*&K*.$<8& •  HM>HmK&:IVV2$%:&V$2n./%&O8&5I*)(*<& •  @HM>H&.:%#O-(:0.)&(*&CXUY&O8&!VI%*(S& •  @HM>H&).3.-2V.)&& &1*%.$*.%&&&← HM>H*.%& &'>!& 0#!!"#$"#%& D!&'()*+,-&'*./& T!i& •  ,$.#%.&T.d%&HV2--2&V$2n./%& •  i(*)&'#".&,0#*<(*<&F./0*2-2<8& •  !IVV2$%&b#:(/&$.:.#$/0& •  F2%#-&bI)<.%&jDBB&G(-& •  i2/I:(*<&2*&K*.$<8& 0#!!"#$"#%& D0&'()*+,-&'*./& F./0*2-2<8&!IVV2$%&>$2<$#"& '()*+,-&'*./& D$&0#!!"#$"#%& G#$S.%&M.#)8& '()*+,-&'*./& D%&0#!!"#$"#%& !%#*)#$):&@.3.-2V".*%& '()*+,-&'*./& D1&0#!!"#$"#%& KTKM';&!FHM •  Optional •  But Mandatory for Gov. Purchase •  EPA :Standardization •  DOE :Measurements •  DOE takes part in approval of the Market products. •  May become some barrier into Market DD&0#!!"#$"#%& '()*+,-&'*./&
  • 12. !!"#$"#%& !0& ,#-(52$*(#&M.<I-#42*&,2*/.V%&& •  M.<I-#42*&/$.#%.:&1**23#42*& •  M.<I-#42*&/$.#%.:&*.N&"#$S.%& •  M.<I-#42*&/$.#%.:&KK& •  M.<I-#42*&/$.#%.:&,H&/2"V.443.*.::& 0#!!"#$"#%& DE&'()*+,-&'*./& >.$&,#V(%#&K-./%$(/(%8&!#-.:&Z*2%&(*/-I)(*<&:.-5m<.*.$#42*[& ZSW06V.$:2*[&ZABBR&%2&ABBY&#$.&52$./#:%&)#%#[& B& A=BBB& E=BBB& R=BBB& Y=BBB& CB=BBB& CA=BBB& CE=BBB& CXRB& CXRA& CXRE& CXRR& CXRY& CXkB& CXkA& CXkE& CXkR& CXkY& CXYB& CXYA& CXYE& CXYR& CXYY& CXXB& CXXA& CXXE& CXXR& CXXY& ABBB& ABBA& ABBE& ABBR& ABBY& +*(%.)&!%#%.:& ,#-(52$*(#& &ABBU&@(o.$.*/.:& &&&p&U=DBBSW068$& &&&p&jCRU6/#V(%#& Electricity use per person (1960 – 2008) i$2"&CXkD&%2&ABBY=&%0.& '@>6/#V(%#&(*&,#-(52$*(#&0#:& )2IO-.)?& 0#!!"#$"#%& DF&'()*+,-&'*./& H//.-.$#%.)&M>!& 672<&'UNL&"&U)N&"&& :A&!01#&V0##DW"!#E&V0##DW-&& UX+.&O7I+78&:Y!%Y#F&4*I&&&&& :Y0!Y#G=&4*I&UU&4*I&MHN&@24?8& 672<&)LAQ8&)A&$0&&Z0##D[& :.2CK*@&N?4*& ,#-(52$*(#&!2-#$&1*(4#43.& ABCB& ABAB&ABCR& '23.$*2$f:&'9'&M.)I/42*& F#$<.%:&h&&&&Hb&DA&& :C+.K.&]H]&7+I9.52*&,47@+,&4??2.4,+I&,2&LU&K8&.2*,4K*+I&K*&,>+&& M)&)K7&L+8297.+8&A247IQ8&M?K<4,+&M>4*@+&:.2CK*@&N?4*-&O.,2P+7&0##F/& !%#%.&b(2.*.$<8&'2#-& ZUX+.953+&O7I+7&:Y#DY#D[0& & L+*+S4P?+8&& $$^&26&7+,4K?&84?+8& Z_EF-###&Y&!#0-###&]`>[& & %#^&PK269+?8&C72I9.+I&K*&M4?K627*K4& $-###&(`&26&*+S&82?47&& Z_%-###&]`>![& 0#^&PK269+?8&C72I9.+I&K*&M4?K627*K4& 0#^&26&LN:&672<&PK2C2S+7& Z_0#-###&]`>![&& & L+*+S4P?+8&& 0#^&26&7+,4K?&84?+8& Z_11-###&]`>[& & 0#^&26&LN:&672<&PK2C2S+7& Z_!!-###&]`>![&& !I""#$8&25&,Hf:&].8&M.*.N#O-.&K*.$<8&>2-(/8&& !)889<+8&43+74@+&.4C4.K,;&64.,278&47+&!1^&627&82?47&4*I&G#^&627&PK2C2S+7/& 0&UX+.953+&O7I+7&:Y#DY#D&.4*&P+&I2S*?24I+I&4,&@23/.4/@23"K*I+X/C>Ca"C7K*,Y3+78K2*"+X+.953+Y27I+7"!F$"/& b2,+R&=>+&724I<4C&4?82&.2*8KI+7+I&I+,4K?+I&C2?K.;&@9KI4*.+&48&8,4,+I&K*&,>+&'UNL/& DG&0#!!"#$"#%& '()*+,-&'*./& ,Hf:&K*.$<8&>2-(/8&M.-(.:&2*&#&,"&(-'.$/)(0)q&&& !/  U*+7@;&+c.K+*.;&4*I&I+<4*I& 7+8C2*8+& 12 30'04&560$0'0).*$!"#$ (-7#)-58#0($.0'0)&9"'$ $/  M?+4*&6288K?Y69+?+I&8297.+8&4*I& K*6748,79.,97+&K<C723+<+*,8& &! ,#-(52$*(#f:&:'0).*$;<9"'$=6&'&).g*.)&#&-2#)(*<&2$).$&%2&#))$.::&%0.& :%#%.f:&(*/$.#:(*<&.*.$<8&*..):& This strategy benefits CA by reducing CO2 emissions and diversifying energy sources.E#&0#!!"#$"#%& '()*+,-&'*./& & :297.+8R&&U*+7@;&'*627<452*&)I<K*K8,7452*-&d947,+7?;&e9+?&4*I&U*+7@;&L+C27,-&4*I&:A&!#1&L+C275*@&L+f9K7+<+*,8& b2,+R&&J9+&,2&?+@K8?453+&.>4*@+8&7+f9K7+I&P;&)88+<P?;&AK??&!D0&Z0##G[-&,>+&M4?K627*K4&)K7&L+8297.+8&A247I&K8&.977+*,?;&9*I+7,4BK*@&,>+&,48B& 26&KI+*56;K*@&,>+&69+?&8297.+8&4882.K4,+I&SK,>&4??&K<C27,+I&C2S+7&+*,+7K*@&K*,2&M4?K627*K4/&& '*Y8,4,+&@+*+7452*R&&L+C27,+I&@+*+7452*&672<&9*K,8&!&(`&4*I&?47@+7/&& & & ,#-(52$*(#f:&ABBX&1*m!%#%.&'.*.$#42*&G(d&& b(2"#::& A?Yr& '.2%0.$"#-& R?Dr& !"#--&98)$2& A?Br& !2-#$& B?Er& W(*)& A?Er& Coal 1.8% Large Hydro 12.2% Natural Gas 56.7% Nuclear 15.3% Renewables 13.9% Long-term goal of a fully competitive and self-sustaining California renewable energy supply& UXK85*@& L+*+S4P?+& e4.K?K5+8&N72@74<& U<+7@K*@& L+*+S4P?+8&& N72@74<& M2*89<+7& UI9.452*& N72@74<& b+S&L+*+S4P?+& e4.K?K5+8&N72@74<& ,Hf:&1**23#43.&&&&M.*.N#O-.&K*.$<8&>$2<$#"& =>+&LUN&K8&?+@K8?453+?;&<4*I4,+I&,2R& !  OC5<Kg+&C9P?K.&K*3+8,<+*,&4*I&+*897+&,>4,&,>+&<28,&.28,Y+h+.53+&4*I&+c.K+*,& K*3+8,<+*,8&K*&7+*+S4P?+&7+8297.+8&47+&3K@27298?;&C9789+I/& & !  '*.7+48+&,>+&f94*5,;&26&M4?K627*K4Q8&+?+.,7K.K,;&@+*+74,+I&P;&7+*+S4P?+&7+8297.+8-& S>K?+&C72,+.5*@&8;8,+<&7+?K4PK?K,;-&628,+7K*@&7+8297.+&IK3+78K,;-&4*I&2P,4K*K*@&,>+& @7+4,+8,&+*3K72*<+*,4?&P+*+,8&,2&,>+&8,4,+/& !  'I+*56;&4*I&89CC27,&+<+7@K*@&7+*+S4P?+&+*+7@;&,+.>*2?2@K+8&SK,>&,>+&@7+4,+8,& *+47Y,+7<&.2<<+7.K4?&C72<K8+&,>4,&<+7K,&,47@+,+I&488K8,4*.+/& ! 0#!!"#$"#%& '()*+,-&'*./& E0&
  • 13. !!"#$"#%& !$& !%#%.&M.*.N#O-.:&>2$c2-(2&!%#*)#$):& DSIRE: www.dsireusa.org October 2010 California’s RPS Goal for New Renewable Generation is the Most Aggressive in the Country Renewable portfolio standard Renewable portfolio goal Solar water heating eligible i&j&& Extra credit for solar or customer-sited renewables Includes non-renewable alternative resources WA: 15% x 2020* CA: 33% x 2020 NV: 25% x 2025* AZ:15%x2025 NM: 20% x 2020 (IOUs) 10% x 2020 (co-ops) HI: 40% x 2030 Minimum solar or customer-sited requirement TX: 5,880 MW x 2015 UT: 20% by 2025* CO: 30% by 2020 (IOUs) 10% by 2020 (co-ops & large munis)* MT: 15% x 2015 ND: 10% x 2015 SD: 10% x 2015 IA: 105 MW MN: 25% x 2025 (Xcel: 30% x 2020) MO: 15% x 2021 WI: Varies by utility; 10% x 2015 statewide MI: 10% + 1,100 MW x 2015* OH: 25% x 2025† ME: 30% x 2000 New RE: 10% x 2017 NH: 23.8% x 2025 MA: 22.1% x 2020 New RE: 15% x 2020 (+1% annually thereafter) RI: 16% x 2020 CT: 23% x 2020 NY: 29% x 2015 NJ: 22.5% x 2021 PA: ~18% x 2021† MD: 20% x 2022 DE: 25% x 2026* DC: 20% x 2020 VA: 15% x 2025* NC: 12.5% x 2021 (IOUs) 10% x 2018 (co-ops & munis) VT: (1) RE meets any increase in retail sales x 2012; (2) 20% RE & CHP x 2017 KS: 20% x 2020 OR: 25% x 2025 (large utilities)* 5% - 10% x 2025 (smaller utilities) IL:25%x2025 WV: 25% x 2025*† 29 states + DC and PR have an RPS (7 states have goals) DCOK: 15% x 2015 PR: 20% x 2035 0#!!"#$"#%& '()*+,-&'*./& E$& ,#-(52$*(#f:&M.*.N#O-.&K*.$<8&'2#-:& - 20,000 40,000 60,000 80,000 100,000 120,000 1983 1988 1993 1998 2003 2008 2013 2018 EstimatedStatewideRenewablesGWh/year (excludingLargeHydro) ;.#$& 2002 11% Renewables (RPS begins) 2008 10.6% Renewables 33% by 2020 if AB 32 Scoping Plan goals met 20% by 2010 33% by 2020 0#^&P;&0#!0i& 0#^&P;&0#!#&4*I&$$^&P;&0#0#&@24?8&O#:.)&2*&$.%#(-&:#-.:?& 0##0&!!^&L+*+S4P?+8&4*I&0##F&!#/D^&L+*+S4P?+8&O#:.)&2*&<.*.$#42*?&& iL+C27,&4889<K*@&0#^&P;&0#!0R&&SSS/+*+7@;/.4/@23"0##GC9P?K.452*8"MUMY0##Y0##GY#!!"MUMY0##Y0##GY#!!/NJe& E%&0#!!"#$"#%& '()*+,-&'*./& ,H&,$.#%.&,-.#*&K/2*2"8& 0#!!"#$"#%& E1&'()*+,-&'*./& k2K*,&l+*,97+&0##G& M?K<4,+&N728C+7K,;& ,H&M.<I-#42*&-.#):&KK& 0#!!"#$"#%& ED&'()*+,-&'*./& ,H&F(%-.&AE& •  bI(-)(*<&K*.$<8&KL/(.*/8&!%#*)#$)& &M.3(:.)&(*&ABBY=&"#).&.o./%&(*&ABCB& •  @.%#(-.)&:%#*)#$):&#VV-8&%2&CR&,-("#%.&s2*.:& •  Q.#)(*<&:%#*)#$)&52$&bI(-)(*<&KK&(*&+!H& •  F0.&:%#*)#$)&S..V:&,H&.*.$<8&/2*:I"V42*& -2N.$&%0#*&2%0.$&:%#%.:& •  '23.$*".*%&VI$/0#:.&#*)&#VV$23#-&52--2N.)&O8& %0(:&:%#*)#$)& •  97H,&"#*I5#/%I$.$:&"I:%&52--2N& 0#!!"#$"#%& EE&'()*+,-&'*./& ,H&F(%-.&AE&m&s2*(*<& 0#!!"#$"#%& EF&'()*+,-&'*./&
  • 14. !!"#$"#%& !%& ,H&F(%-.&AE&t&s2*.&3:&!V./&%#O-.& 0#!!"#$"#%& EG&'()*+,-&'*./& Hb&DA& ZW. --&3(:(%&,H&!#/$#".*%2&2*&AY%0[& •  '-2O#-&W#$"(*<&!2-I42*:&H/%&25&ABB& •  Hb&DA&52--2N:&];eFe&>$2%2/2-&& •  1*&ABAB=&'9'&-.3.-&.aI#-&%2&#:&25&CXXU& •  ,2I*%.$&V$2V2:#-&>$2V&AD&N(--&O.&32%.)&2*& T23?&A*)&ABCB& •  ,2*%$23.$:(#-&#O2I%&^2O&/$.#42*:& •  1*)I:%$8&(*&<.*.$#-&#*)&'e>&#$.&#<#(*:%&Hb& DA& 0#!!"#$"#%& F#&'()*+,-&'*./& !(-(/2*&7#--.8&l&G.-4*<&V2%&25&& 1**23#42*&#*)&F./0*2-2<8 0#!!"#$"#% '()*+,-&'*./ 81 INDEX 2010 Silicon Valley G#$S.%&,#V(%#-(`#42*& &Zi.O?CC&ABCC[& '()*+,-&'*./& F0& ,2"V#*8& !%#$%.)& !#-.:& jb(-& GS%& ,#V(%#-(`#42*& jb(-& 9>& CXDX& CAU& CBE& 1*%.-& CXRE& ED& CAC& HVV-.& CXkR& RU& DAY& e$#/-.& CXkk& AR& CRX& ,(:/2& CXYE& EB& CBE& '22<-.& CXXY& AX& ABB& 0#!!"#$"#%& !7&i2$.(<*&O2$*&F#-.*% 0#!!"#$"#% '()*+,-&'*./ 83 INDEX 2010 Silicon Valley !7&'-2O#-&,2--#O2$#42* 0#!!"#$"#% '()*+,-&'*./ 84 INDEX 2010 Silicon Valley
  • 15. !!"#$"#%& !1& !7&,-.#*&F./0*2-2<8&1>: 0#!!"#$"#% '()*+,-&'*./ 85 INDEX 2010 Silicon Valley '-2O#-&1>&,2--#O2$#42*:& 0#!!"#$"#% '()*+,-&'*./ 86 INDEX 2010 Silicon Valley ,H6!7&98O$()&1*%$2)I/42* 0#!!"#$"#% '()*+,-&'*./ 87 INDEX 2010 Silicon Valley H:(#*&>2N.$ 0#!!"#$"#% '()*+,-&'*./ 88 INDEX 2010 Silicon Valley !(-(/2*&7#--.8&l&G.-4*<&V2%&25&& 1**23#42*&#*)&F./0*2-2<8 '()*+,-&'*./ 89 INDEX 2010 Silicon Valley 0#!!"#$"#%& 7.*%I$.&iI*)(*<&!8:%." '()*+,-&'*./ 900#!!"#$"#%&
  • 16. !!"#$"#%& !D& 7,&1*3.:%".*%&O8&!%#%.:& '()*+,-&'*./ 910#!!"#$"#%& ,-.#*F./0&H/43.&7,&Q(:% '()*+,-&'*./ 92 Cleantech Gr. 2010 0#!!"#$"#%& !7&i2$.(<*&O2$*&F#-.*% '()*+,-&'*./ 93 INDEX 2010 Silicon Valley 0#!!"#$"#%& @(3.$:(%8&(*&!(-(/2*&7#--.8& '()*+,-&'*./& G%&0#!!"#$"#%& H:(#*&>2N.$ '()*+,-&'*./ 95 INDEX 2010 Silicon Valley 0#!!"#$"#%& +!&7,&1*3.:%".*%&!0#$. 0#!!"#$"#% '()*+,-&'*./ 96 Cleantech Gr. 2011
  • 17. !!"#$"#%& !E& ,-.#*&K*.$<8&>2-(/(.:&O8&!%#%.:& 0#!!"#$"#% '()*+,-&'*./ 97 ,-.#*F./0&7,&1*3.:%".*%&CuBEm 0#!!"#$"#% '()*+,-&'*./ 98 Cleantech Gr. 2010 7,&1*3.:%".*%&(*&!(-(/2*&7#--.8 0#!!"#$"#% '()*+,-&'*./ 99 INDEX 2010 Silicon Valley '-2O#-&7,&1*3.:%".*%:&(*&ABCB 0#!!"#$"#% '()*+,-&'*./ 100 Cleantech Gr. 2011 +!&7.*%I$.&1*3.:%".*%&ABCB& 0#!!"#$"#%& '()*+,-&'*./& !#!& ,-.#*F./0&1*3.:%".*%&,#%.<2$8 0#!!"#$"#% '()*+,-&'*./ 102 Cleantech Gr. 2011
  • 18. !!"#$"#%& !F& '-2O#-&1>e: 0#!!"#$"#% '()*+,-&'*./ 103 ,-.#*F./0&H/43.&7,&Q(:% 0#!!"#$"#% '()*+,-&'*./ 104 Cleantech Gr. 2011 FK!QH&G2%2$:& !#1&'()*+,-&'*./&0#!!"#$"#%& !2-8*)$#&'$2I*)&O$.#S(*<&(*&ABCB& '()*+,-&'*./& !#D&0#!!"#$"#%& H&M.#-&W2$-)& •  e*/.&!2-#$&V2N.$.)&QK@&Q(<0%&0#:&O..*& (*%$2)I/.)&(*&].*8#?& •  ,0(-).$.*&:%#$%&-.#$*(*<&#%&*(<0%& •  i$2"&*2%0(*<=&5I%I$.&N(--&:%#$%& & F0(:&(:&#&$.#-&N2$-)&N0(/0&N.&/#*&*2%&("#<(*.& N(%0(*&%0.&)#(-8&-(5.?& &&&&& '()*+,-&'*./& !#E&0#!!"#$"#%& iI%I$.&,2*/.V%& &&&&F2V&@2N* & & &G()&!(`. & & &&&G.:0& '()*+,-&'*./& !#F&0#!!"#$"#%&
  • 19. !!"#$"#%& !G& i$2"&s.$2&%2&GK!9&   T2N&&&&&&&&&&&&&&&&&CB&;.#$:&&&&&&&&&&&&&&&&&&AB&;.#$:&&&&&&&&&&&&&&&&& & &&&&&&&&?&&&&?&&&&&&&    。& &&&&&?&&&&&&?     。 。 。 。& &&&&&&&&&&?       。   。&               。& &&& '()*+,-&'*./& !#G&0#!!"#$"#%& Smart Grid: 2 Major Challenges 0#!!"#$"#%& IMAnet, Inc. 110 Smat Grid Next Generation Power Grid & Manage growing demand renewable energy IT We are Here Urgent and Important Important issue Traditional Grid Old and not Secure optimum energy grid with IT networks IMAnet, Inc. 111 DOE Smart Grid Budget 2009 ARRA Budget :$ 45Bil 0#!!"#$"#%& IMAnet, Inc. Conceptual Model (by NIST) 0#!!"#$"#%& !!0& Smart Grid/ Utility vs. Interface IMAnet, Inc.0#!!"#$"#%& !!$& Smart Grid Layers - Players IMAnet, Inc. 114 Source: GTM Research 0#!!"#$"#%&
  • 20. !!"#$"#%& 0#& Smart Grid Initiative IMAnet, Inc. Cisco is trying to provide an end-to- end, highly secure IP-based Smart Grid communications infrastructure. The head count in the Smart Grid team exceeds 100. With ample experience in IT and public projects, they provide consultation and system integration services in Smart Grid. They are working with major public sectors. Oracle has the Utility Global BU mainly through M&As. e.g. They bought SPL World Group, provider of management utility software in 2006, and Lodestar, energy operation solutions in 2007. Microsoft has developed ‘Microsoft Smart Energy Reference Architecture’ (SERA) for utilities. Beta version of MS Hohm, web-based energy monitoring software is now available in the US. 0#!!"#$"#%& !!1& Future Smart Grid By Utility Company IMAnet, Inc. 1160#!!"#$"#%& Project opportunities I Utility Location Meters Electric End Points AMI Core System Metering Hardware Management Software Network Backbone HAN Consulting/ SIer Demand response Northern California 9,300,000 $2.2B Silver Springs GE & Landis Ecologic Analytics Silver Springs Southern California 6,000,000 N/A RFP Solution Southern California 5,300,000 $1.6B Itron Itron eMeter Itron EnerNOC GA, AL, FL, MS 4,300,000 $725M Sensus Sensus Sensus Sensus Detroit 3,300,000 $800M Smart Synch Itron Itron Itron Comverge Dallas 3,000,000 $686M Landis Landis Ecologic Analyics eMeter IBM Houston 3,000,000 $640M Itron Itron eMeter GE (WiMax) IBM San Diego 2,300,000 $572M Itron Itron Itron Itron Capgemini RFP Missouri 2,040,000 N/A Landis OH, IN, NC, SC 1,921,000 $1B Echelon & SmartSynch Echelon Echelon Echelon Ambient Wisc, Michigan 1,530,000 N/A Landis Sothern Florida 1,400,000 $700M Silver Springs GE Silver Springs Silver Springs Cisco IMAnet, Inc.0#!!"#$"#%& 117& Project opportunities II Utility Location Meters Electric End Points AMI Core System Metering Hardware Management Software Network Backbone HAN Consultin g/SIer Demand response WI, IA, MN 1,400,000 $200M Sensus Sensus eMeter Sensus Connecticut 1,200,000 $250M Comverge Oregon 850,000 $175M Sensus Sensus Sensus Sensus Arizona 800,000 $200M Elster Elster Elster Hawaii N/A $100M Sensus Sensus Sensus Sensus Oregon & Idaho N/A $71M ESCO Landis Powerline North East N/A $475M Silver Springs GE & Landis IBM Comverge France N/A $3.5B Landis? AR, IN, KY, LA, MI! N/A $750M GE? Italy N/A 2.1B Echelon Echelon Echelon Capgemini Ontario N/A $320M Landis GE Trilliant Capgemini Landis MD N/A $250M Sensus Sensus Sensus Sensus VA N/A $600M Elster Elster Elster IMAnet, Inc. 118 Source: RBC Capital Market Research and Company Reports、Merriman Curhan Ford 0#!!"#$"#%& Major private companies for AMI・Demand response IMAnet, Inc. Company Business HQ Founded: Total Raised: Silver Spring Networks AMI core system Redwood City, CA 2001 $280.8M Trilliant Networks AMI Redwood City, CA 2004 $40.0M SmartSynch SG using Common line Jackson, MS 1998 $81.0M Tendril Home power control introducing thermostat system Boulder, CO 2004 $50.0M Eka Systems AMI Germantown, MD 2000 $31.0M eMeter SM S/W San Mateo, CA 2000 $56.29M GridPoint Platform enabling connection with renewables Arlington, VA 2003 $222.35M Grid Net Intel, GE Energy Financial Services San Francisco, CA 2006 $20.59M GreenBox Interactive Energy Management San Bruno, CA 2007 $1.0M Cpower Energy Managing System New York, NY 2000 $33.7M EnergyHub SG interface for Home Brooklyn, NY 2007 非公開 0#!!"#$"#%& !!G& AMI System Major Vendors I Company Meter MCI MDM ①Revenue ②Major Customers ③Other info URL Itron ①$1.6B ②San Diego(0.9M meters)、Edison(5.3M)、Center Point Energy(2.4M)、DTE Energy(2.6M) http://www.itron.com/ eMeter ①Nonpublic ($11M?/2007)②Edison、Center Point Energy 、 ONCOR、 Alliant Energy ③Signed contract: over 23M meters http:// www.emeter.com/ Sliver Spring Networks ①Nonpublic (Over $100M in 2009?)②PG&E(10M meters), FPL(4.5M), Pepco Holding(1.9M) http:// www.silverspringnetw orks.com/ Tendril ①Nonpublic ②Nonpublic ③Partner with Itron, GE, Intel, Silver Spring Networks http:// www.tendrilinc.com/ GridPoint ①Nonpublic ②Nonpublic ③Storage pilot with Xcel Energy, PHEV pilot with Duke Energy http:// www.gridpoint.com/ Eka Systems ①Nonpublic ②Hartley bay city (Canada), http:// www.ekasystems.co m/ Elster, Germany ①1.3B ②Salt River Project http:// www.elstermetering.c om/ Trilliant ①Nonpublic (Crossed the $100M revenue mark in 2008) ②Hydro One(0.75M) http:// www.trilliantinc.com/ SmartSynch ①Nonpublic ②Texas-New Mexico Power (Pilot), Duke Energy (Pilot) ③Officially partnered with AT&T http:// www.smartsynch.com / IMAnet, Inc.0#!!"#$"#%& 120&
  • 21. !!"#$"#%& 0!& AMI System Major Vendors II Company Meter MCI MDM ①Revenue ②Major Customers ③Other info URL Ambient ①12.6M (2008) ②Duke Energy ③Partnered with Verizon http:// www.ambientcorp.co m/ Echelon ①134M (2008)②Danish Utility Energoauditcontrol (Russia) http:// www.echelon.com/ OsiSoft ①Nonpublic ②RWE npower、T&D Utility ③Partnered with Microsoft、Cisco、SAP、IBM http:// www.osisoft.com/ Landis + Gyr ①$1.36B (2008) ②PG&E、Arizona Salt River Project、French Utility EDF http:// www.landisgyr.us/ GE Energy ①$38B(GE Energy Infrastructure/2008)②Hydro One、FPL、 Peoco Holdings、American Electric Power http:// www.gepower.com/ Sensus ①$670M (FY2009) ②Southern Company、Portland General Electric、Hawaiian Electric Company http:// www.sensus.com/ IMAnet, Inc. Meters : Besides electricity meters (including those capable of wireless transmission of data), this term includes meter components and devices such as thermostats that are used to control electric devices MCI : Meter Communication Infrastructure; Networking and communications infrastructure, including communication devices and network management software, to collect and transmit meter information MDM : Meter Data Management; Manage and analyze meter information 0#!!"#$"#%& 121& Smart Grid Applications & Market Sector Timeline Application/Market 2010 2015 2020 AMI The first large-scale deployments underway Substantial and growing market penetration and network infrastructure build-out Significant and wide-ranging Implementation Demand Response Limited reach (Mainly commercial and industrial customers) Substantial market penetration for residential, commercial and industrial Commonplace with a wide variety of end-user service programs Grid Optimization A handful of utilities beginning distribution/substation automation projects Sensor technology embedded on the distribution network; automation becoming routine Dynamic Sensing everywhere: Grid becomes an intelligent Utility network Distributed Generation Integration Nascent Maturing, but still a small % of power generation Approaching Mainstream More substantial presence: Energy Storage A few pilots among progressive utilites Expected technology advancement and increased Distributed Generation penetration will boost storage’s role Vital role in supporting Distributed Generation PHEV N/A Smart Charging V2G(Vehicle to Grid) Consumer Energy Management Systems Successful pilots continue to highlight cosumer demand Gaining traction as set it and forget technologies make energy management simple and use and cost-effective Routine, Web-based IMAnet, Inc. 122Source: Greentech Media0#!!"#$"#%& IMAnet, Inc. ・ AMI (Automated Metering Infrastructure) ・ DR (Demand Response) ・ PEV (Plug-In Electric Vehcles) ・ Cyber Security ・ WASA (Wide Area Situation Awareness) ・ Market Communications ・ DG (Distributed Generation and Energy Storage) NIST Standard Road Map 0#!!"#$"#%& !0$& IMAnet, Inc. Gov. NIST Standard/Security 0#!!"#$"#%& !0%& IMAnet, Inc. 125 ・ Electric Power Research Institute (Palo Alto、 CA) ・ >90% Utility firms are Involved ・ Prism Portfolio enables to follow Energy Efficiency Road Map EPRI: Collaboration 0#!!"#$"#%& IMAnet, Inc. 126 Gov.DOE Funding/R&D 0#!!"#$"#%&
  • 22. !!"#$"#%& 00& IMAnet, Inc. Security 0#!!"#$"#%& !0E& IMAnet, Inc. Local Regulation Status 0#!!"#$"#%& !0F& IMAnet, Inc. China Grid 0#!!"#$"#%& !0G& 130& !"#$%&'$()&(*&%0.&+!H By Engage Consulting 0#!!"#$"#% '()*+,-&'*./ 131& !"#$%&'$()&H:(#*&eVV2$%I*(4.: By Engage Consulting 0#!!"#$"#% '()*+,-&'*./ 132 ・ India  TiE(The Indus Entrepreneurs) ・ China  CINA (Chinese Information and Networking Association) ・ High-tech Companies / Smart People ・ Venture Funding ・ Californian Open and Collaborative Culture Asian and Silicon Valley 0#!!"#$"#%& '()*+,-&'*./&
  • 23. !!"#$"#%& 0$& 133 ・ Smart Grid Technology has just started ・ Opportunities are Micro smart grid Business with Asia Watch and Learn Big players in the USA ・ Start from Silicon Valley is a SMART choice Conclusion 0#!!"#$"#%& '()*+,-&'*./&