2Q 2021

Ecosystem Strategy for Connected DER: Orchestrating the Competitive Landscape

The competitive landscape in the connected distributed energy resources (DER) ecosystem is transforming. Previously, companies operated in a specific niche, serving customers looking for a specific technology (e.g., solar PV) and with a specific area of expertise (e.g., solar monitoring).

These silos are breaking both within a specific technology value chain, where companies are looking to have an integrated solution (e.g., Tesla developing its own solar tiles and inverters), and between different DER solutions, such as Sunrun's expansion into batteries and aggregation. Ultimately, this evolution is leading to a wide competitive landscape, where companies are adjusting their initial role and competing with new entrants, previous suppliers, and clients and companies that were operating in parallel value chains.

This report focuses on the trends that are shaping this competition and the strategies that companies in the segment are using to remain relevant.

Pages 15
Tables | Charts | Figures 2
  • What has been the impact of the energy transition in the connected DER competitive landscape
  • How does this impact intersect with other challenges, including climate change?
  • How are DER OEMs, utilities, and energy suppliers adapting to the new competitive landscape?
  • How can supplier strategies introduce DER to meet the changing needs of the grid and end consumers?
  • What is the role of technology providers in helping bridge different DER assets and their grid integration?
  • What are the opportunities and challenges for different sectors of the DER market?
  • Solar developers, installers, and operators
  • Genset and microturbine vendors
  • Fuel cell vendors
  • Microgrid vendors
  • EV charging vendors and service providers
  • Smart energy solutions providers
  • IoT and platform vendors
  • IT, networking, and telecommunications vendors
  • Transportation and mobility providers
  • Energy management hardware and software vendors
  • Energy suppliers, utilities, and grid operators
  • Energy service companies (ESCOs)
  • Government agencies
  • Investor community

Introduction and Scope

Executive Summary

New Business Models



Shifting Energy Landscape

Uncertainties and Opportunities by Sector

Market Accelerators and Inhibitors


Key Recommendations

Acronyms, Resources, Contact

  • Ecosystem Perspective
  • Market Accelerators and Inhibitors