-前回調査にて日本ベンチャーの参入機会はDemand Side Management (エネルギー管理システム(EMS)とAdvanced Metering Infrastructures (AMI) & Field Area Network (FAN)を含む)にあると結論付けた。
-今回の調査で、これらDSM領域の構成、要素技術などを更に深掘りし、これら市場にて活躍している数社のビジネスモデルをケーススタディーとして紹介する。
SmartSynch is a smart grid communications company that uses cellular networks for utilities' smart grid projects. It was founded in 2000 and currently has 70 employees. SmartSynch has raised over $83 million in funding from investors including Kinetic Ventures, Siemens Venture Capital, and JP Morgan. The company's GridRouter platform allows utilities to integrate smart meter data with other systems using cellular networks. While cellular networks provide flexibility, mesh networks may be better able to handle future smart grid applications due to lower latencies.
Silver Spring Networks is a smart grid communications company that supplies wireless mesh equipment to utilities to enable two-way communication networks throughout the electric grid. It has raised over $207 million in funding since 2008. While revenue has grown in recent years, the company has experienced significant losses each year and anticipates continued losses as it expands its customer base. Key risks include reliance on a limited number of utility customers and long sales cycles for new utility contracts.
SynapSense provides wireless instrumentation solutions that offer energy efficiency and carbon footprint reduction for data centers. It monitors heat, pressure and moisture in data centers and provides recommendations to curb power usage. The SynapSense platform consists of wireless sensors, a console application, and a user interface. It provides real-time metrics on power usage effectiveness and air mixing to continuously measure energy savings. SynapSense conducts assessments to optimize data centers and target up to 30% reduction in cooling energy through active control of temperature set points and variable fan speeds.
Hara Software is a software company founded in 2008 that provides a SaaS application called Hara EEM to help businesses measure and reduce their greenhouse gas emissions. Hara EEM has four application modules: Discover, Plan, Act, and Innovate. Hara has raised $45 million in three rounds of funding from investors including Kleiner Perkins Caufield & Byers and employs 69 people as of September 2011.
Opower is an energy efficiency company that provides utilities with a customer engagement platform to help households save energy. It was founded in 2007 and has grown to over 200 employees. Opower works with over 50 utilities to deliver personalized energy reports, online tools, and alerts to over 10 million households. This has helped households save an average of 3-5% on their energy bills, totaling over $450 million in savings. A California utility saw continued higher savings each year working with Opower by integrating it with their systems to easily transfer usage data. Key to Opower's success is that its reports are opt-out rather than opt-in, and it has good relationships with utilities.
This document provides an analysis of demand side management (DSM) technologies. It begins with an introduction to DSM and an overview of energy consumption management and advanced interface technologies like AMI and FAN. It then presents the structure of DSM, showing how AMI connects smart meters, service providers, and energy management systems at the consumer level. The document concludes with an overview of the California PUC adopting new rules to ensure consumers can access energy usage data from smart meters.
This document provides an analysis of demand side management (DSM) technologies. It begins with an introduction to DSM and an overview of energy consumption management and advanced interface technologies like AMI and FAN. It then presents the structure of DSM, showing how AMI connects smart meters, service providers, energy management systems, and energy generators and storage at the consumer level. The document concludes with an announcement about California adopting new rules to ensure consumers can access energy usage data from utilities.
This document provides an analysis of demand side management (DSM) technologies. It begins with an introduction to DSM and its focus on smart grid technologies. It then presents the structure of DSM, outlining the key technological domains like energy management systems, advanced metering infrastructure, and field area networks. The document uses case studies of companies in these domains to analyze business opportunities in DSM for Japanese startups.
This document provides an analysis of demand side management technologies. It begins with an introduction to demand side management and its focus on smart grid domains like energy management systems and advanced metering infrastructure. It then presents a case study on the company EnerNOC, which provides demand response and energy management services. EnerNOC's business model involves aggregating reductions in energy consumption from commercial and industrial customers during periods of peak demand to help utilities balance their systems. The document discusses EnerNOC's services, funding history, business focus areas, and some risks to its business model from factors like dependence on utility revenues.
This document provides an analysis of demand side management (DSM) technologies. It begins with an introduction to DSM and its focus on smart grid technologies like energy management systems and advanced metering infrastructure. It then presents the structure of DSM, outlining its key technological domains and components. The document analyzes two case studies - People Power and iControl Networks. People Power offers an integrated energy management solution while iControl Networks provides a software platform to enable home security, energy management, and health care functions. Both partner with broadband and home security companies but have different business models.
This document provides an analysis of demand side management (DSM) technologies. It presents a diagram of the DSM system, identifying technological components like energy management systems (EMS), advanced metering infrastructures (AMI), and field area networks (FAN). The document then describes these DSM domains in more detail. Specifically, it discusses how AMI integrates smart meters and control devices for energy management, and how FAN bundles multiple smart meters and connects to communication lines. Finally, the document outlines the structure of the DSM system, showing how AMI provides information between service providers and consumers through a meter data management system.
-前回調査にて日本ベンチャーの参入機会はDemand Side Management (エネルギー管理システム(EMS)とAdvanced Metering Infrastructures (AMI) & Field Area Network (FAN)を含む)にあると結論付けた。
-今回の調査で、これらDSM領域の構成、要素技術などを更に深掘りし、これら市場にて活躍している数社のビジネスモデルをケーススタディーとして紹介する。
SmartSynch is a smart grid communications company that uses cellular networks for utilities' smart grid projects. It was founded in 2000 and currently has 70 employees. SmartSynch has raised over $83 million in funding from investors including Kinetic Ventures, Siemens Venture Capital, and JP Morgan. The company's GridRouter platform allows utilities to integrate smart meter data with other systems using cellular networks. While cellular networks provide flexibility, mesh networks may be better able to handle future smart grid applications due to lower latencies.
Silver Spring Networks is a smart grid communications company that supplies wireless mesh equipment to utilities to enable two-way communication networks throughout the electric grid. It has raised over $207 million in funding since 2008. While revenue has grown in recent years, the company has experienced significant losses each year and anticipates continued losses as it expands its customer base. Key risks include reliance on a limited number of utility customers and long sales cycles for new utility contracts.
SynapSense provides wireless instrumentation solutions that offer energy efficiency and carbon footprint reduction for data centers. It monitors heat, pressure and moisture in data centers and provides recommendations to curb power usage. The SynapSense platform consists of wireless sensors, a console application, and a user interface. It provides real-time metrics on power usage effectiveness and air mixing to continuously measure energy savings. SynapSense conducts assessments to optimize data centers and target up to 30% reduction in cooling energy through active control of temperature set points and variable fan speeds.
Hara Software is a software company founded in 2008 that provides a SaaS application called Hara EEM to help businesses measure and reduce their greenhouse gas emissions. Hara EEM has four application modules: Discover, Plan, Act, and Innovate. Hara has raised $45 million in three rounds of funding from investors including Kleiner Perkins Caufield & Byers and employs 69 people as of September 2011.
Opower is an energy efficiency company that provides utilities with a customer engagement platform to help households save energy. It was founded in 2007 and has grown to over 200 employees. Opower works with over 50 utilities to deliver personalized energy reports, online tools, and alerts to over 10 million households. This has helped households save an average of 3-5% on their energy bills, totaling over $450 million in savings. A California utility saw continued higher savings each year working with Opower by integrating it with their systems to easily transfer usage data. Key to Opower's success is that its reports are opt-out rather than opt-in, and it has good relationships with utilities.
This document provides an analysis of demand side management (DSM) technologies. It begins with an introduction to DSM and an overview of energy consumption management and advanced interface technologies like AMI and FAN. It then presents the structure of DSM, showing how AMI connects smart meters, service providers, and energy management systems at the consumer level. The document concludes with an overview of the California PUC adopting new rules to ensure consumers can access energy usage data from smart meters.
This document provides an analysis of demand side management (DSM) technologies. It begins with an introduction to DSM and an overview of energy consumption management and advanced interface technologies like AMI and FAN. It then presents the structure of DSM, showing how AMI connects smart meters, service providers, energy management systems, and energy generators and storage at the consumer level. The document concludes with an announcement about California adopting new rules to ensure consumers can access energy usage data from utilities.
This document provides an analysis of demand side management (DSM) technologies. It begins with an introduction to DSM and its focus on smart grid technologies. It then presents the structure of DSM, outlining the key technological domains like energy management systems, advanced metering infrastructure, and field area networks. The document uses case studies of companies in these domains to analyze business opportunities in DSM for Japanese startups.
This document provides an analysis of demand side management technologies. It begins with an introduction to demand side management and its focus on smart grid domains like energy management systems and advanced metering infrastructure. It then presents a case study on the company EnerNOC, which provides demand response and energy management services. EnerNOC's business model involves aggregating reductions in energy consumption from commercial and industrial customers during periods of peak demand to help utilities balance their systems. The document discusses EnerNOC's services, funding history, business focus areas, and some risks to its business model from factors like dependence on utility revenues.
This document provides an analysis of demand side management (DSM) technologies. It begins with an introduction to DSM and its focus on smart grid technologies like energy management systems and advanced metering infrastructure. It then presents the structure of DSM, outlining its key technological domains and components. The document analyzes two case studies - People Power and iControl Networks. People Power offers an integrated energy management solution while iControl Networks provides a software platform to enable home security, energy management, and health care functions. Both partner with broadband and home security companies but have different business models.
This document provides an analysis of demand side management (DSM) technologies. It presents a diagram of the DSM system, identifying technological components like energy management systems (EMS), advanced metering infrastructures (AMI), and field area networks (FAN). The document then describes these DSM domains in more detail. Specifically, it discusses how AMI integrates smart meters and control devices for energy management, and how FAN bundles multiple smart meters and connects to communication lines. Finally, the document outlines the structure of the DSM system, showing how AMI provides information between service providers and consumers through a meter data management system.
This document provides an analysis of demand side management (DSM) technologies. It presents a diagram of the DSM system, identifying technological components like energy management systems (EMS), advanced metering infrastructures (AMI), and field area networks (FAN). The document then describes these DSM domains in more detail. Specifically, it outlines how AMI integrates smart meters and control devices to enable energy management. Finally, the document discusses how AMI facilitates communication among smart meters, service providers, billing systems, and demand response networks to support functions like real-time energy consumption monitoring.
This document analyzes demand side management (DSM) technologies. It provides an overview of DSM domains like energy management systems (EMS) and advanced metering infrastructures (AMI). It presents a diagram showing how AMI integrates smart meters and control devices to enable two-way communication between energy providers and consumers. The document also discusses a big news item where California regulators adopted rules ensuring consumers can access their detailed energy usage data from smart meters through utilities' websites and authorize third parties to access the data.
The document analyzes US venture capital investment trends in cleantech startups. It finds that between 2006-2010, cleantech investments increased at a 22% compound annual growth rate. In the first quarter of 2011, cleantech investment equaled that of web companies. The analysis also shows that VC investment concentrates on energy production, energy management systems, and batteries technologies. For Japanese cleantech startups, opportunities may be greater in the demand side of smart grid technologies due to direct consumer contact and technological overlaps.
7. 3.Structure of DSM
AMIはスマートメーターとサービスプロバイダー、需要家サイドに設置され
たエネルギー管理すステムとの間の通信を担っている。
サービスプロバイダーと需要家サイドの間の通信では、Meter Data
Management System (MDMS)を経由して、様々なシステムへの情報提供を
行う。例えば、電気料金の自動請求システムや自動配電化システムなどが
AMIを通じて可能になる。
つまり、AMIの導入により需要サイドの電力使
用状況のリアルタイムに観測できるようになる。
7 ⓒ 2011 insprout Corporation.
All rights reserved
8. 4.Big News!
カリフォルニア州では消費者へスマートメーターのデータ開放を義務付け、消費
消費者へスマートメーターのデータ開放を義務付け、消費
者の了解のもとサードパーティーがその情報にアクセスすることを認めることに。
者の了解のもとサードパーティーがその情報にアクセスすることを認める
1. Webでの情報提供
-電力会社はWEB上で消費者ごとの電力消費量の表示をする
2. Tier警告
-消費者が価格帯(Tier)を変えたとき、事前にその旨を通知する
3. 料金オプション計算機能
-消費者への時間割引きの案内表示
4. リアルタイムData
-最低5000台のHome Area Network (HAN)に対応した機器をスマートメーターに
接続する
5. Third-Party Data Service
- 消費者の許可のもと第三者がスマートメーターのデータにアクセスし、エネルギー管理やデマンド
レスポンスなどのサービスに利用することが可能に。OpenADEを標準仕様に採択
8 ⓒ 2011 insprout Corporation.
All rights reserved
9. 4.Big News! ~OpenADE (Automated Data Exchange)
OpenADEを使ったデータ取得の概念図
Utility Data Center Authorized Third Party
Meter Utility Utility Open
Open Internet ADE
Data Billing Web
ADE Energy Info
Mgmt & CIS Site
Application
Smart Network
Application Platform
Communication Network
Head End
Internet
Smart Meter Next Day Data
Communications AMI
Network Radio
9 ⓒ 2011 insprout Corporation.
※出所:http://www.emeter.com/smart-grid-watch/2011/california-puc-adopts-consumer-data-access-and-privacy-rules-for-smart-meters/ All rights reserved
10. Case Study 5
Tendril
Sep 7, 2011
ⓒ 2011 insprout Corporation.
All rights reserved
12. 調達ヒストリー
調達年度 調達額 出資者
年
2005年
Series A 1.5M
月
4月
年
2006年 Access Venture Partners, Appian Ventures
Series B 4.69M
月
8月 Vista Ventures
年
2008年 RRE Ventures, Vista Ventures
Series C 12M
月
3月 Access Venture Partners, Appian Ventures
年
2009年 VantagePoint Capital Partners, Good
Series D 30M
月
6月 Energies, Vista Ventures, RRE Ventures
年
2010年
Series E 23M
月
10月
合計 - 71.2M -
12 ⓒ 2011 insprout Corporation.
All rights reserved