ラテンアメリカのスマート計測 第2版

Smart Metering in Latin America - 2nd Edition

出版社Berg Insight
出版年月2024年8月
ページ数150
図表数41
価格タイプシングルユーザライセンス
価格Euro 1,800
種別英文調査報告書

Berg Insight(ベルグインサイト)「ラテンアメリカのスマート計測 第2版 – Smart Metering in Latin America 2st Edition」はラテンアメリカにおける電気とガスのスマートメーター)(スマート計測/自動検針)市場の最新動向を分析・解説しています。

主な掲載内容

  • スマート計測ソリューション
  • IoTネットワークと通信技術
  • スマート計測業界のプレイヤ
    • メータベンダ
    • 通信ソリューション提供会社
    • ソフトウェアソリューション提供会社
    • システムインテグレータと通信サービスプロバイダ
  • 市場概要
    • 地域別サマリー
      • アルゼンチン
      • ボリビア
      • ブラジル
      • チリ
      • コロンビア
      • コスタリカ
      • エクアドル
      • エルサルバドル
      • グアテマラ
      • ホンデュラス
      • メキシコ
      • パナマ
      • パラグアイ
      • ペルー
      • ウルグアイ
  • 市場分析
    • 電気使用量計測用スマートメーター
      • 市場予測
      • 産業分析と技術動向
    • ガス使用量計測用スマートメータ
  • ケーススタディ

調査対象国

  • ブラジル
  • メキシコ
  • アルゼンチン
  • ボリビア
  • チリ
  • コロンビア
  • コスタリカ
  • エクアドル
  • エルサルバドル
  • グアテマラ
  • ホンデュラス
  • パナマ
  • パラグアイ
  • ペルー
  • ウルグアイ

Report Overview

Smart Metering in Latin America is strategy market report from Berg Insight analysing the latest smart metering developments in this dynamic region covering both electricity and gas. The countries covered in-depth include Brazil, Mexico, Argentina, Bolivia, Chile, Colombia, Costa Rica, Ecuador, El Salvador, Guatemala, Honduras, Panama, Paraguay, Peru and Uruguay. This strategic research report from Berg Insight provides you with over 150 pages of unique business intelligence, including 6-year industry forecasts, expert commentary and real-life case studies on which to base your business decisions.

Highlights from the report:

  • In-depth market profiles of Brazil, Mexico, Argentina, Bolivia, Chile, Colombia, Costa Rica, Ecuador, El Salvador, Guatemala, Honduras, Panama, Paraguay, Peru and Uruguay.
  • 360-degree overview of next-generation PLC, RF and cellular technologies for smart grid communications.
    Profiles of the key players in the smart metering industry in Latin America.
  • New forecasts for smart electricity metering until 2029.
  • Analysis of the latest market and industry developments in each of the countries.
  • Case studies of smart metering projects by the leading energy groups.

Smart electricity meter adoption in Latin America poised to surge by 2029

Smart metering is widely regarded as a cornerstone for future smart grids and is currently being deployed all over the developed world, with a growing number of large-scale initiatives now also being launched in developing countries. With more than 215 million electricity customers, Latin America constitutes a large market with significant potential, as well as a significantly lower penetration rate of smart meters in comparison to regions such as East Asia, Europe and North America. The annual demand for electricity meters in Latin America ranges from 20 to 30 million units, out of which Brazil and Mexico together account for over 65 percent. With the exception of Costa Rica and Uruguay, Latin America has not yet seen the implementation of nationwide smart metering projects. However, a number of utilities in the region are scaling-up their smart metering initiatives and in some cases in the midst of large-scale rollouts. Overall, high non-technical electricity losses due to the prevalence of energy theft throughout Latin America will continue to be a major driver for smart metering investments. In recent years, Chinese meter vendors have achieved increasing success in the Latin American market. A key contributing factor is their ability to offer competitive pricing, a crucial aspect for the price-sensitive utilities operating in the region.

Berg Insight forecasts that the installed base of smart electricity meters in Latin America – defined as Argentina, Bolivia, Brazil, Chile, Colombia, Costa Rica, Ecuador, El Salvador, Guatemala, Honduras, Mexico, Panama, Paraguay, Peru and Uruguay – will grow at a compound annual growth rate of 20.5 percent from 14.0 million in 2023 to 42.9 million in 2029. New installations will largely be driven by deployments in Brazil and Mexico, while countries such as Colombia, Ecuador and Peru are expected to grow their share of annual shipment volumes throughout the forecast period. Colombia and Peru for example, are expected to increase their share of annual smart electricity meter shipment volumes in the region from 5.9 percent in 2023 to 16.5 percent in 2029. In Brazil, several utilities such as Cemig, Copel and Enel have invested significantly in the deployment of AMI – particularly Enel’s subsidiary in São Paulo which aims to install more than 8.8 million smart meters by 2030. Berg Insight projects that over 31.4 million new smart electricity meters will be installed in Latin America during 2023–2029. Annual shipment volumes are forecasted to grow from 2.6 million in 2023 to nearly 6.7 million in 2029. The smart meter penetration rate across Latin America is meanwhile forecasted to reach 18.4 percent in 2029 – up from 6.5 percent in 2023.

The rollout of smart electricity meters in Costa Rica progresses steadily and the country reached a milestone during 2022 when the smart meter penetration rate surpassed 50 percent. The largest DSO group in Costa Rica Grupo ICE announced that it aims to reach 100 percent smart meter coverage by 2035. In Uruguay, the nationwide rollout by the state-owned utility is in its end-phase and the country is expected to become the first Latin American country to reach full smart metering coverage in 2024. Brazil is a highly interesting market for smart metering solution vendors with its 95 million electricity users and low penetration rate of smart meters – 5.6 percent in 2023. Utilities in the country are increasingly investing in the technology and the country is forecasted to account for nearly 50 percent of the shipped smart electricity meters in Latin America during the forecast period. The penetration rate of smart electricity meters in Mexico is forecasted to increase from around 8.5 percent in 2023 to nearly 22.0 percent in 2029. Berg Insight estimates that the installed base of smart electricity meters in Argentina will almost quadruple from more than 0.25 million to slightly over 1.0 million over the forecast period. Smart metering deployments in neighbouring Chile peaked in 2018–2019 and have since decreased, mainly due to regulatory ambiguity. There is however potential for a more positive market development if the regulatory environment in the country improves and Berg Insight anticipates that by the end of the forecast period annual shipment volumes will increase. In Colombia, the installed base of smart meters is forecasted to significantly increase – driven by deployments by the largest utility group Grupo EPM and Enel Colombia. Berg Insight projects that annual shipment volumes in Colombia will grow at an impressive CAGR of 35.4 percent during the forecast period. Peru is a more nascent market in comparison to its neighbour Colombia and smart meter shipment volumes are anticipated to increase after 2024, which is when the country is set to propose technical standards and cost-benefit methodology for future AMI deployments.

In Ecuador, investments in smart metering are expected to increase throughout the forecast period and Berg Insight expects that the number of installed smart meters will grow from 170,000 units in 2023 to more than 620,000 units in 2029. The two only landlocked countries in South America – Bolivia and Paraguay – are also two of the least mature smart metering markets in Latin America. Berg Insight expects that these two markets will grow modestly and continue to be largely in the smart metering pilot phase throughout the forecast period. The Central American country Honduras has long deployed smart meters and ended 2023 with an installed base north of 0.5 million. Honduras continues to suffer from very high non-technical electricity losses at above 30 percent and the deployment of smart meters has been used as a tool to lower losses, but to no avail so far. Included in the report are also the Central American countries El Salvador, Guatemala and Panama which all have relatively low installed bases of smart meters. Berg Insight expects that these markets will slowly increase the scope and scale of smart meter deployments. The cumulative annual shipment volumes from El Salvador, Guatemala and Panama are forecasted to reach more than 82,000 units in 2029 – up from around 10,000 units in 2023.

ラテンアメリカのスマートメータ市場予測 - インストールベース 2023-2029年

Table of Contents

Executive Summary

1 Smart Metering Solutions

1.1 Introduction to smart grids
1.2 Smart metering
1.2.1 Smart metering applications
1.2.2 Smart metering infrastructure
1.2.3 Benefits of smart metering
1.3 Project strategies
1.3.1 System design and sourcing
1.3.2 Rollout and integration
1.3.3 Implementation and operation
1.3.4 Communication with customers
1.4 Regulatory issues
1.4.1 Models for the introduction of smart meters
1.4.2 Standardisation
1.4.3 Individual rights issues

2 IoT Networks and Communications Technologies

2.1 IoT network technologies
2.1.1 Network architectures
2.1.2 Unlicensed and licensed frequency bands
2.2 PLC technology and standards
2.2.1 International standards organisations
2.2.2 G3-PLC
2.2.3 PRIME
2.2.4 Meters & More
2.3 3GPP cellular and LPWA technologies
2.3.1 2G/3G/4G/5G cellular technologies and IoT
2.3.2 NB-IoT and LTE-M
2.3.3 The role of cellular networks in smart meter communications
2.3.4 LoRa and LoRaWAN
2.3.5 Sigfox
2.4 IEEE 802.15.4-based RF
2.4.1 IEEE 802.15.4
2.4.2 Wi-SUN
2.4.3 Proprietary IPv6 connectivity stacks based on 802.15.4

3 Smart Metering Industry Players

3.1 Meter vendors
3.1.1 Itron
3.1.2 Landis+Gyr
3.1.3 Aclara (Hubbell)
3.1.4 Elgama Elektronika (Linyang Energy)
3.1.5 Gridspertise
3.1.6 Hexing Electrical
3.1.7 Holley Technology
3.1.8 Honeywell (Elster)
3.1.9 Iskraemeco
3.1.10 Kaifa Technology
3.1.11 Networked Energy Services
3.1.12 Sagemcom
3.1.13 Sanxing Electric (Nansen)
3.1.14 Wasion
3.1.15 WEG Group
3.1.16 ZIV
3.2 Communications solution providers
3.2.1 4RF
3.2.2 Corinex
3.2.3 Tantalus Systems
3.2.4 Trilliant
3.3 Software solution providers
3.3.1 Fluentgrid
3.3.2 Harris Utilities
3.3.3 Indra
3.3.4 Neoris
3.3.5 SAP
3.3.6 Siemens
3.4 System integrators and communications service providers
3.4.1 Accenture
3.4.2 América Móvil
3.4.3 Ativa Soluções
3.4.4 CAS Tecnologia
3.4.5 Cisco
3.4.6 IBM
3.4.7 NTT
3.4.8 Telefónica
3.4.9 Telecom Italia (TIM)
3.4.10 Trópico

4 Market Profiles

4.1 Regional summary
4.2 Argentina
4.2.1 Electricity and gas utility industry structure
4.2.2 Metering regulatory environment and smart metering market developments
4.3 Bolivia
4.3.1 Electricity utility industry structure
4.3.2 Metering regulatory environment and smart metering market developments
4.4 Brazil
4.4.1 Electricity and gas utility industry structure
4.4.2 Metering regulatory environment and smart metering market developments
4.5 Chile
4.5.1 Electricity and gas utility industry structure
4.5.2 Metering regulatory environment and smart metering market developments
4.6 Colombia
4.6.1 Electricity and gas utility industry structure
4.6.2 Metering regulatory environment and smart metering market developments
4.7 Costa Rica
4.7.1 Electricity utility industry structure
4.7.2 Metering regulatory environment and smart metering market developments
4.8 Ecuador
4.8.1 Electricity utility industry structure
4.8.2 Metering regulatory environment and smart metering market developments
4.9 El Salvador
4.9.1 Electricity utility industry structure
4.9.2 Metering regulatory environment and smart metering market developments
4.10 Guatemala
4.10.1 Electricity utility industry structure
4.10.2 Metering regulatory environment and smart metering market developments
4.11 Honduras
4.11.1 Electricity and gas utility industry structure
4.11.2 Metering regulatory environment and smart metering market developments
4.12 Mexico
4.12.1 Electricity and gas utility industry structure
4.12.2 Metering regulatory environment and smart metering market developments
4.13 Panama
4.13.1 Electricity utility industry structure
4.13.2 Metering regulatory environment and smart metering market developments
4.14 Paraguay
4.14.1 Electricity utility industry structure
4.14.2 Metering regulatory environment and smart metering market developments
4.15 Peru
4.15.1 Electricity and gas utility industry structure
4.15.2 Metering regulatory environment and smart metering market developments
4.16 Uruguay
4.16.1 Electricity and gas utility industry structure
4.16.2 Metering regulatory environment and smart metering market developments

5 Market Analysis

5.1 Smart electricity metering
5.2 Market forecasts
5.2.1 Argentina
5.2.2 Bolivia
5.2.3 Brazil
5.2.4 Chile
5.2.5 Colombia
5.2.6 Costa Rica
5.2.7 Ecuador
5.2.8 El Salvador
5.2.9 Guatemala
5.2.10 Honduras
5.2.11 Mexico
5.2.12 Panama
5.2.13 Paraguay
5.2.14 Peru
5.2.15 Uruguay
5.3 Industry analysis and technology trends
5.3.1 Technology vendors
5.3.2 Technology trends
5.4 Smart gas metering

6 Case Studies

6.1 Copel
6.2 Grupo ICE
6.3 Light
6.4 UTE

Glossary

List of Figures

Figure 1:1: Smart metering infrastructure …………………………………………………………………………. 9
Figure 1:2: Examples of smart electricity meters ……………………………………………………………… 10
Figure 2:1: Standard model for smart grid communications networks ……………………………….. 20
Figure 2:2: Alternative model for smart grid communications networks ……………………………… 21
Figure 2:3: Unlicensed and reserved radio frequencies available for wireless IoT ……………….. 22
Figure 2:4: Selected members of the G3-PLC Alliance by industry ……………………………………. 27
Figure 2:5: Selected members of the PRIME Alliance by industry ……………………………………… 28
Figure 2:6: Selected members of the Meters & More Association by industry …………………….. 30
Figure 2:7: Comparison of LTE-M and NB-IoT specifications ……………………………………………. 31
Figure 2:8: The number of LTE-M and NB-IoT networks (World 2018–2023) ………………………. 33
Figure 2:9: Public LoRaWAN network operators in Latin America (Q2-2024) ………………………. 35
Figure 2:10: Sigfox network partners in Latin America (Q1-2024) ………………………………………. 36
Figure 2:11: Selected members of the Wi-SUN Alliance by industry ………………………………….. 38
Figure 2:12: Major 802.15.4 networking platforms for smart metering (Q1-2024) ………………… 39
Figure 3:1: Major energy meter vendor company data (2023) …………………………………………… 42
Figure 4:1: Top 30 electricity DSOs in Latin America (2023) ……………………………………………… 72
Figure 4:2: Top 15 natural gas distributors in Latin America (2023)……………………………………. 74
Figure 4:3: Top 20 electricity DSOs in Argentina (2023) …………………………………………………… 77
Figure 4:4: List of natural gas distributors in Argentina (2023) …………………………………………… 78
Figure 4:5: Largest electricity DSOs in Bolivia (2023) ……………………………………………………….. 81
Figure 4:6: Main source of electricity by state in Brazil (2023) …………………………………………… 82
Figure 4:7: Electricity DSOs in Brazil by size (2023) …………………………………………………………. 83
Figure 4:8: The largest electricity DSOs in Brazil (2023) …………………………………………………… 84
Figure 4:9: Number of residential gas users in Brazil (2012–2023) …………………………………….. 86
Figure 4:10: Top 10 natural gas distributors in Brazil (2023) ……………………………………………… 87
Figure 4:11: The largest electricity DSOs in Chile (2023) ………………………………………………….. 92
Figure 4:12: The largest natural gas distributors in Chile (2023) ………………………………………… 93
Figure 4:13: Top 20 electricity DSOs in Colombia (2023) …………………………………………………. 96
Figure 4:14: Top 3 natural gas distributors in Colombia (2023) …………………………………………. 97
Figure 4:15: Electricity DSOs in Costa Rica (2023) ………………………………………………………… 100
Figure 4:16: Top 10 largest electricity DSOs in Ecuador (2023) ………………………………………. 103
Figure 4:17: Top 5 largest electricity DSOs in El Salvador (2023) …………………………………….. 105
Figure 4:18: Largest electricity DSOs in Guatemala (2023) ……………………………………………… 108
Figure 4:19: Number of electricity users by state in Mexico (2023) ………………………………….. 112
Figure 4:20: Top residential natural gas distributors in Mexico (2023) ……………………………… 113
Figure 4:21: Panamanian electricity DSOs (2023) ………………………………………………………….. 116
Figure 4:22: Top 10 electricity DSOs in Peru (2023) ………………………………………………………. 120
Figure 4:23: Top natural gas distributors in Peru (2023) …………………………………………………. 121
Figure 5:1: Smart electricity meter shipments (Latin America 2023–2029) ………………………… 127
Figure 5:2: Smart electricity meter installed base (Latin America 2023–2029)……………………. 128
Figure 6:1: ICE’s smart metering coverage …………………………………………………………………… 144