This document provides an overview of smart grids in the USA. It discusses the key concepts of smart grids including what they are, the challenges they address, and the players involved. Major initiatives and standards from organizations like NIST and DOE are also summarized. The document outlines the growth of the smart grid market in areas like AMI and highlights some of the leading technology companies and vendors in this space. Lastly, it discusses opportunities for micro smart grids and collaborating with Asian countries and companies on smart grid technologies.

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Smart Grid in the USA
Hiroshi Yagi, Ph.D.
IMAnet, Inc.
2
・ About IMAnet, Inc.
・ What is Smart Grid?
・ Smart Grid Players
・ Smart Grid Standards
・ Smart Grid Regulations
・ Smart Grid = Disruptive Technology?
・ Smart Grid Asian Opportunities
Agenda

2. 2
3
・ Founded 2001 in Silicon Valley
・ Office ＠ Santa Clara、CA www.imanetinc.com
・ Cross Border Business Consulting
- Technology Research
- Market Research
- Patent Search
- US Government and Business Watch
- Business Alliance and M&A
IMAnet, Inc.
4
・ 2003 Partner
The University of Tokyo Silicon Valley Office
・ 2004 Founded JUNBA Body www.junba.org
（Japanese University Network in the Bay Area)
・ 2008 Connect NIST and a Japanese firm
・ 2009 Create joint work between the firm and NIST
・ 2010 Pacific Rim Security II Japan Representative.
・ 2010 Co-Founded JABI
（Japan America Business Initiatives www.JABI-SV.org)
IMAnet, Inc. A Short History

3. 3
What is Smart Grid?
5
A next generation power grid,
where multiple IT networks and
other advanced technologies are
aggregated.
Smart Grid: 2 Major Challenges
6
SmatSmat GridGrid
Next GenerationNext Generation
Power GriPower Gridd
ManageManage
growing demandgrowing demand
renewablerenewable
energyenergy
ITIT
We are
Here
Urgent and Important
Important issue
Traditional GridTraditional Grid
Old and notOld and not
SecureSecure
optimum
energy grid
with
IT networks

4. 4
7
Conceptual Model (by NIST)
Smart Grid Framework
8
Business Applications
Computing/IT
Energy Infrastructure
Communications
Infrastructure
Source: PG＆E
Requires
significantnew
investment
Power Layer
(Transmission
and distribution)
Communication Layer
Application
and Service
Layer
Requires
significant
reinvestment

5. 5
Smart Grid/ Utility vs. Interface
9
Smart Grid Layers - Players
10 Source: GTM Research

6. 6
AMI System Capital Deployment
11
100
%
0%
Source: RBC Capital Market Research and Company Reports
20%
40%
12%
6%
10%
12%
AMI Core/Network
Communication
Meter Hardware
Back-End Software
Consulting/Syst.Integrator
Demand Response
Deployment/Other
The largest capital expenditure requirements are the metering and core AMI technologies. Companies
such as Itron, GE, Silver Springs Networks & Landis+Gyr will benefit most from Core AMI technology
integrations.
Source: Silver Springs website
Smart Grid Market
12
North America Smart Grid Market
In $Billions Source :Merriman Curhan Ford



2008 2010E 2013E 2030E
Advanced
Metering &
Demand
Response
1.6 1.9
Transmission
Infrastructure
8.7 10.3
Total 10.3 12.2 40 100

7. 7
Smart Grid Initiative
13
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.
Future Smart Grid
By Utility Company
14

8. 8
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
15
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
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Source: RBC Capital Market Research and Company Reports、Merriman Curhan Ford

9. 9
Technology Matrix I
Itron (ITRI)
Echelon (ELON)
Landis + Gyr
Sensus
Elster
ESCO (ESE)
Silver Spring
Eka Systems
SmartSynch
Tantalus
Trilliant
GE (GE)
Comverge (COMV)
IBM(IBM)
eMeter
Ecologic Analytics
Tendril
Cisco (CSCO)
Oracle (ORCL)
SAP (SAP)
Siemens (SI)
Gridpoint
Control4
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AMI Core
System*
Traditional
Metering
Hardware
Back-End
Management
Software
Network
Communications
Backbone
Energy control/
Monitoring
Devices
User Interface
Software
Consulting/
System
Integrator
Demand
Response/ Load
management
Technology Matrix II
Milsoft Utility
Ambient (ABTG)
Grid net
AT & T (T)
Verizon (VZ)
T-mobile
Hughes Networks
Tropos Networks
Arch Rock
Energate
Onzo
EnergyHub
Agilewaves
Google (GOOG)
Intel (INTC)
Greenbox**
Accenture (ACN)
Capgemini
EnerNoc(ENOC)
Cpower
EnergyConnect
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AMI Core
System*
Traditional
Metering
Hardware
Back-End
Management
Software
Network
Communications
Backbone
Energy control/
Monitoring
Devices
User Interface
Software
Consulting/
System
Integrator
Demand
Response/ Load
management
*Note: AMI Core System includes AMI Network Gateway, AMI Metering Hardware & AMI System Software
Source:RBC Capital Markets Research

10. 10
Today’s Smart Grid-
What is AMI?
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Utilities are integrating existing services to new
platforms
Forming two-way communication enabling systems
with deployment of smart meters.
Upgrading outdated power grid systems.
Advanced Metering Infrastructure (AMI) will
bridge the communication gap between utilities
and end-users.
Major private companies
for AMI・Demand response
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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

11. 11
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.co
m/
Sliver Spring
Networks
①Nonpublic （Over $100M in 2009?）②PG&E（10M meters),
FPL（4.5M）, Pepco Holding（1.9M）
http://www.silversprin
gnetworks.com/
Tendril
①Nonpublic ②Nonpublic ③Partner with Itron, GE, Intel, Silver
Spring Networks
http://www.tendrilinc.c
om/
GridPoint
①Nonpublic ②Nonpublic ③Storage pilot with Xcel Energy,
PHEV pilot with Duke Energy
http://www.gridpoint.c
om/
Eka Systems ①Nonpublic ②Hartley bay city (Canada), http://www.ekasystem
s.com/
Elster,
Germany
①1.3Ｂ€②Salt River Project http://www.elstermete
ring.com/
Trilliant
①Nonpublic (Crossed the $100M revenue mark in 2008) ②
Hydro One(0.75M)
http://www.trilliantinc.
com/
SmartSynch
①Nonpublic ②Texas-New Mexico Power (Pilot), Duke Energy
(Pilot) ③Officially partnered with AT&T
http://www.smartsync
h.com/
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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.ambientco
rp.com/
Echelon ①134Ｍ (2008)②Danish Utility Energoauditcontrol (Russia) http://www.echelon.co
m/
OsiSoft
①Nonpublic ②RWE npower、T&D Utility ③Partnered with
Microsoft、Cisco、SAP、IBM
http://www.osisoft.co
m/
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.c
om/
Sensus
①$670Ｍ (FY2009) ②Southern Company、Portland General
Electric、Hawaiian Electric Company
http://www.sensus.co
m/
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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

12. 12
Venture Capital Investment in
Smart Grid
Year VC Funding in Smart Grid Firms
2005 $60M
2006 $281M
2007 $419M
2008 $461M
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Source: GTM Research
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
24 Source: Greentech Media

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・ Electric Power Research Institute
（Palo Alto、 CA）
・ >90% Utility firms are Involved
・ Prism Portfolio enables to follow Energy
Efficiency Road Map
EPRI： Collaboration
26
Gov. NIST Standard/Security

14. 14
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・ 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
28
Gov.DOE Funding/R&D

15. 15
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DOE Smart Grid Budget
2009 ARRA Budget ：$ 45Bil
30
・ NREL ： A Year of Energy Transformation
・ Department of Homeland Security
Infrastracture Security
Gov. DOE, DHS

16. 16
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Security
32
・ Utility companies are small and big in
number
・ Regulation is under Local Gov.
Local Gov.

17. 17
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Local Regulation Status
34
・ 30 years ago
DEC mini-com overtake Main Frame
PC was immature to mini-com
・ 15 yeas ago
PC Surpass mini-com
DEC was merged by PC maker Compaq
・ Current Big Power House ＝ Main Frame
(Micro)Smart Grid ＝PC
Disruptive as PC

18. 18
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・ Start from off-grid Power Supply (PC)
ie （small）Solar、Wind、PHV
・ Incremental connections will generate
significant Power (Mini-com)
・ Lowering cost
(in 2025 Grid Parity occurs in PV)
・ Connected Perfomans/Cost < <
Current Power Plant in10-20 Years
Micro Smart Grid
36
Smart Grid in the USA
By Engage Consulting

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Asia Smart Grid China、India
By Engage Consulting
38
・ India TiE（The Indus Entrepreneurs）
TiE Con 2010 @Santa Clara
May. 14-15 http://www.tiecon.org/
・ China CINA
（Chinese Information and Networking Association）
・ High-tech Companies / Smart People
・ Venture Funding
・ Californian Open and Collaborative Culture
Asian and Silicon Valley

20. 20
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・ 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
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Contact Information
Hiroshi Yagi
hy@imanetinc.com
+1-408-368-6082 (US)
Twitter: Hiroshi_SV_CA
Thank you!