The smart infrastructure vendor landscape is undergoing a period of dramatic change. A market that for years was dominated by vendors providing metering, smart grid infrastructure and communications to the utility sector is now increasingly focused on broader smart cities opportunities, analytics, and recurring revenue models.
This has created both opportunities and challenges for the leading smart grid vendors that are simultaneously facing competition and partnership opportunities from smart city-focused vendors, telecom operators, software and analytics companies, low-cost Chinese hardware vendors, and other new entrants.
Overall, while mergers and acquisitions have helped consolidate the smart grid market, the number of vendors active in the larger overall smart infrastructure and IoT markets only continues to grow as new market segments develop and smart infrastructure spreads to all geographies.
This study takes a comprehensive look at the trends shaping the smart infrastructure vendor landscape and how companies are positioning themselves to succeed and grow. The study provides a snapshot of the current market in terms of AMI and smart street lighting market shares for 2017, but also crucially looks forward to the key trends that will drive these markets forward in the coming decade.
This includes vendor descriptions, including active projects, main product offerings, and partnerships for over 200 vendors active in smart infrastructure projects across all regions of the world.
These vendors will compete for investment that will total over $530 billion in smart grid, smart water, and smart street lighting across 125 countries between 2018 and 2027.
Key questions answered in this study:
- What are the market shares for leading vendors of smart metering (AMI)and smart street lighting across all regions of the world?
- What key trends are shaping the smart infrastructure vendor landscape?
- How are smaller regional players affecting smart infrastructure segments?
- What are the most significant smart infrastructure mergers and acquisitions in the past year?
i Executive Summary
1. Vendor growth trends
2. AMI and smart street lighting market share
3. Segment Overviews
4.1 Smart infrastructure vendor descriptions
4.1.1 Smart metering vendors
4.1.2 Distribution automation vendors
4.1.3 Other smart grid segment vendors
4.1.4 Smart water vendors
4.1.5 Smart street lighting vendors
4.3 List of abbreviations and companies covered
List of Figures, Boxes and Tables
Figure 1.1: First Half 2018 Smart Infrastructure M&A Activity
Table 1.1: Recent smart infrastructure M&A deals
Figure 1.2: Various models of managed services
Figure 1.3: SMaaS vendor landscape
Figure 1.4: Revenue protection analytics vendor landscape
Figure 1.5: Smart city infrastructure potential by segment
Figure 1.6: Smart streetlight communications vendors by type
Figure 1.7: Smart meter vendor growth opportunities matrix
Table 1.2: Smart meter vendor growth opportunities scoring criteria
Table 1.3: How the leading smart metering vendors compare on key trends
Figure 2.1: Global (ex. China) AMI meter hardware market share
Figure 2.2: North America AMI meter hardware market share
Figure 2.3: Latin America AMI meter hardware market share
Figure 2.4: Europe AMI meter hardware market share
Figure 2.5: Eurasia AMI meter hardware market share
Figure 2.6: Middle East & Africa AMI meter hardware market share
Figure 2.7: Developed Asia-Pac AMI meter hardware market share
Figure 2.8: Developing Asia AMI meter hardware market share
Figure 2.9: Global (ex. China) AMI communications market share
Figure 2.10: Americas AMI communications market share
Figure 2.11: EMEA AMI communications market share
Figure 2.12: Asia-Pac (ex. China) AMI communications market share
Figure 2.13: Global streetlight networking market share
Figure 2.14: US streetlight networking market share
Figure 2.15: US streetlight controllers/nodes market share
Figure 3.1: Smart grid value chain
Figure 3.2: Cumulative global AMI forecast by segment
Table 3.1: Leading global smart metering vendors
Figure 3.3: Leading smart metering vendors
Figure 3.4: Cumulative global DA forecast by segment
Figure 3.5: Leading DA vendors
Table 3.2: Leading global DA vendors
Figure 3.6: Cumulative global forecast for other smart grid segments
Table 3.3: Leading global smart grid vendors (other segments)
Figure 3.7: Leading global smart grid vendors (other segments)
Figure 3.8: Smart water value chain
Figure 3.9: Global cumulative smart water deployments by segment
Table 3.4: Leading global smart water vendors
Figure 3.10: Leading smart water vendors
Figure 3.11: Smart lighting value chain
Figure 3.12: Cumulative investment in LED and smart streetlights
Table 3.5: Leading global smart street lighting vendors
Figure 3.13: Leading smart street lighting vendors