4Q 2020

Market Data: Networking and Communications for Smart Grids and Utility Applications

Utility Investments in Wired and Wireless, Public and Private Networking Equipment, Infrastructure, and Services: Global Market Outlook

Utilities in 2020 have new options for their networking needs. Globally, shared spectrum options are emerging, and in the US, new spectrum bands are available for critical infrastructure needs. As such, there is growing interest in private LTE among larger utilities worldwide. Low power wide area (LPWA) options are also finding their place in the mix for smart metering, especially in emerging markets, and for asset monitoring and predictive maintenance applications.

Public cellular providers have renewed interest in garnering industrial Internet of Things (IoT) business and are making a range of LPWA as well as 4G cellular offerings attractive to utilities. Longer term, public carriers and those considering private LTE are eyeing the opportunities that 5G wireless may present. The need for more robust, grid-wide connectivity and visibility remains clear as utilities digitize to adapt to a rapidly transforming operating environment. Guidehouse Insights expects more than $113 billion to be invested in networking infrastructure, communications nodes, and services over the next decade.

This Guidehouse Insights report provides a granular look at how utilities are building their communications networks, detailing the technologies employed and the applications supported by these networks. Ten-year forecasts for investment by utilities in more than a dozen communications hardware and services are included. Spend on services, including cellular, satellite, leased lines/TDM, and tower leasing, is detailed. Forecasts are broken out for five global regions. Further breakouts are provided for the US. Supported applications covered include smart metering networks, distribution automation, and substation automation at the transmission, distribution, and secondary transformer station levels. Asset monitoring is also covered.

Pages 20

Tables | Charts | Figures 237

Key Questions Addressed

How much are utilities investing in networks and communications services?
Is utility spend on networking and communications growing, and if so, how fast?
What communications technologies are dominant and for which applications?
Which technologies are on the decline and why?
How does investment in the US differ by utility type: IOU, cooperatives, and municipalities?
How will newer networking solutions such as LPWA affect utility networking investments?
What new business models and revenue streams can utility-deployed fiber networks enable?

Who Needs This Report

Utilities
Utility regulators
Communications infrastructure vendors
Communications regulators
Communications services providers
Smart grid solution vendors
Investor community

Table Of Contents

1. Executive Summary

1.1 Overview

1.2 Smart Grid Communications Equipment and Services Revenue

1.3 Scope of Study

2. Market Forecast Methodology and Overview

2.1 Forecast Methodology

2.2 Global Utility Networking and Communications Outlook by Region

2.3 Global Utility Networking and Communications Outlook by Application

2.3.1 AMI

2.3.2 DA

2.3.3 SA

2.3.4 Communications Services by Technology

2.4 Regional Breakouts

2.5 Conclusions and Recommendations

2.5.1 Recommendations for Vendors

2.5.2 Recommendations for Utilities

3. Acronym and Abbreviation List

4. Table of Contents

5. Table of Charts and Figures

6. Scope of Study, Sources and Methodology, Notes

List of Charts and Figures

Total Smart Grid Communications Equipment and Services Revenue by Region, World Markets: 2020-2030
Total Smart Grid Communications Equipment Revenue by Region, World Markets: 2020-2030
Total Smart Grid Communications Services Revenue by Region, World Markets: 2020-2030
Total Smart Grid Communications Equipment Revenue by Application, World Markets: 2020-2030
Total AMI Equipment Revenue by Technology, World Markets: 2020-2030
Total DA Communications Equipment Revenue by Technology, World Markets: 2020-2030
Total SA Communications Equipment Revenue by Technology, World Markets: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, World Markets: 2020-2030
Total Smart Grid Communications Equipment Revenue by Application, North America: 2020-2030
Total Smart Grid Communications Equipment Revenue by Application, IOUs, US: 2020-2030
Total Smart Grid Communications Equipment Revenue by Application, Cooperative Utilities, US: 2020-2030
Total Smart Grid Communications Equipment Revenue by Application, Public Utilities, US: 2020-2030
Total AMI Equipment Revenue by Technology, North America: 2020-2030
Total DA Communications Equipment Revenue by Technology, North America: 2020-2030
Total Substation Automation Communications Equipment Revenue by Technology, North America: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, North America: 2020-2030
Total Smart Grid Communications Equipment Revenue by Application, Europe: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, Europe: 2020-2030
Total AMI Equipment Revenue by Technology, Europe: 2020-2030
Total DA Communications Equipment Revenue by Technology, Europe: 2020-2030
Total Substation Automation Communications Equipment Revenue by Technology, Europe: 2020-2030
Total Smart Grid Communications Equipment Revenue by Application, Asia Pacific: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, Asia Pacific: 2020-2030
Total AMI Equipment Revenue by Technology, Asia Pacific: 2020-2030
Total DA Communications Equipment Revenue by Technology, Asia Pacific: 2020-2030
Total Substation Automation Communications Equipment Revenue by Technology, Asia Pacific: 2020-2030
Total Smart Grid Communications Equipment Revenue by Application, Latin America: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, Latin America: 2020-2030
Total AMI Equipment Revenue by Technology, Latin America: 2020-2030
Total DA Communications Equipment Revenue by Technology, Latin America: 2020-2030
Total Substation Automation Communications Equipment Revenue by Technology, Latin America: 2020-2030
Total Smart Grid Communications Equipment Revenue by Application, Middle East & Africa: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, Middle East & Africa: 2020-2030
Total AMI Equipment Revenue by Technology, Middle East & Africa: 2020-2030
Total DA Communications Equipment Revenue by Technology, Middle East & Africa: 2020-2030
Total Substation Automation Communications Equipment Revenue by Technology, Middle East & Africa: 2020-2030

List of Tables

Total Meters by Region, World Markets: 2020-2030
Total Meters by Utility Type, US: 2020-2030
Total Transmission Substations by Region, World Markets: 2020-2030
Total Transmission Substations by Utility Type, US: 2020-2030
Total Distribution Substations by Region, World Markets: 2020-2030
Total Distribution Substations by Utility Type, US: 2020-2030
Total Distribution Line Miles by Region, World Markets: 2020-2030
Total Distribution Line Miles by Utility Type, US: 2020-2030
Total Grid Assets for Monitoring by Region, World Markets: 2020-2030
Total Grid Assets for Monitoring by Utility Type, US: 2020-2030
Total Secondary Substations by Region, World Markets: 2020-2030
Smart Meters by Region, World Markets: 2020-2030
Smart Meters by Utility Type, US: 2020-2030
Connected Transmission Substations by Region, World Markets: 2020-2030
Connected Transmission Substations by Utility Type, US: 2020-2030
Connected Distribution Substations by Region, World Markets: 2020-2030
Connected Distribution Substations by Utility Type, US: 2020-2030
Connected Distribution Line Miles by Region, World Markets: 2020-2030
Connected Distribution Line Miles by Utility Type, US: 2020-2030
Connected Grid Devices by Region, World Markets: 2020-2030
Connected Grid Devices by Utility Type, US: 2020-2030
Connected Secondary Substations by Region, World Markets: 2020-2030
Smart Meter Penetration by Region, World Markets: 2020-2030
Smart Meter Penetration by Utility Type, US: 2020-2030
Connected Transmission Substation Penetration by Region, World Markets: 2020-2030
Connected Transmission Substation Penetration by Utility Type, US: 2020-2030
Connected Distribution Substation Penetration by Region, World Markets: 2020-2030
Connected Distribution Substation Penetration by Utility Type, US: 2020-2030
Connected Distribution Line Mile Penetration by Region, World Markets: 2020-2030
Connected Distribution Line Mile Penetration by Utility Type, US: 2020-2030
Connected Grid Device Penetration by Region, World Markets: 2020-2030
Connected Grid Device Penetration by Utility Type, US: 2020-2030
Connected Secondary Substation Penetration by Region, World Markets: 2020-2030
Smart Meter Shipments by Region, World Markets: 2020-2030
Smart Meter Shipments by Utility Type, US: 2020-2030
Newly Connected and Upgraded Transmission Substations by Region, World Markets: 2020-2030
Newly Connected and Upgraded Transmission Substations by Utility Type, US: 2020-2030
Newly Connected and Upgraded Distribution Substations by Region, World Markets: 2020-2030
Newly Connected and Upgraded Distribution Substations by Utility Type, US: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Region, World Markets: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Utility Type, US: 2020-2030
Newly Connected and Upgraded Grid Devices by Region, World Markets: 2020-2030
Newly Connected and Upgraded Grid Devices by Utility Type, US: 2020-2030
Newly Connected and Upgraded Secondary Substations by Region, World Markets: 2020-2030
Smart Meter Shipments by Technology, North America: 2020-2030
Smart Meter Shipments by Technology, US: 2020-2030
Smart Meter Shipments by Technology, US - IOUs: 2020-2030
Smart Meter Shipments by Technology, US - Cooperatives: 2020-2030
Smart Meter Shipments by Technology, US - Public Utilities: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, North America: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, US: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, US - IOUs: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, US - Cooperatives: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, US - Public Utilities: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, North America: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, US: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, US - IOUs: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, US - Cooperatives: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, US - Public Utilities: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, North America: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, US: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, US - IOUs: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, US - Cooperatives: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, US - Public Utilities: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, North America: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, US: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, US - IOUs: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, US - Cooperatives: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, US - Public Utilities: 2020-2030
Smart Meter Shipment Share by Technology, North America: 2020-2030
Smart Meter Shipment Share by Technology, US: 2020-2030
Smart Meter Shipment Share by Technology, US - IOUs: 2020-2030
Smart Meter Shipment Share by Technology, US - Cooperatives: 2020-2030
Smart Meter Shipment Share by Technology, US - Public Utilities: 2020-2030
Newly Connected and Upgraded Transmission Substation Share by Technology, North America: 2020-2030
Newly Connected and Upgraded Distribution Substation Share by Technology, North America: 2020-2030
Newly Connected and Upgraded Distribution Line Mile Share by Technology, North America: 2020-2030
Newly Connected and Upgraded Grid Device Share by Technology, North America: 2020-2030
AMI Installed Base Share by Technology, North America: 2020-2030
AMI Installed Base Share by Technology, US: 2020-2030
AMI Installed Base Share by Technology, US - IOUs: 2020-2030
AMI Installed Base Share by Technology, US - Cooperatives: 2020-2030
AMI Installed Base Share by Technology, US - Public Utilities: 2020-2030
Transmission Substation Connectivity Installed Base by Technology, North America: 2020-2030
Distribution Substation Connectivity Installed Base by Technology, North America: 2020-2030
Connected Distribution Line Miles Installed Base by Technology, North America: 2020-2030
Connected Grid Devices Installed Base by Technology, North America: 2020-2030
AMI Equipment Revenue by Technology, North America: 2020-2030
Transmission Substation Communications Equipment Revenue by Technology, North America: 2020-2030
Distribution Substation Communications Equipment Revenue by Technology, North America: 2020-2030
Feeder Automation Device and Grid Asset Monitoring Communications Node Revenue by Technology, North America: 2020-2030
Total Smart Grid Communications Equipment Revenue by Technology, North America: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, North America: 2020-2030
Smart Meter Shipments by Technology, Europe: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, Europe: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, Europe: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, Europe: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, Europe: 2020-2030
Newly Connected and Upgraded Secondary Substations by Technology, Europe: 2020-2030
Smart Meter Shipment Share by Technology, Europe: 2020-2030
Newly Connected and Upgraded Transmission Substation Share by Technology, Europe: 2020-2030
Newly Connected and Upgraded Distribution Substation Share by Technology, Europe: 2020-2030
Newly Connected and Upgraded Distribution Line Mile Share by Technology, Europe: 2020-2030
Newly Connected and Upgraded Secondary Substation Share by Technology, Europe: 2020-2030
AMI Installed Base Share by Technology, Europe: 2020-2030
Transmission Substation Connectivity Installed Base by Technology, Europe: 2020-2030
Distribution Substation Connectivity Installed Base by Technology, Europe: 2020-2030
Connected Distribution Line Miles Installed Base by Technology, Europe: 2020-2030
Connected Grid Devices Installed Base by Technology, Europe: 2020-2030
Connected Secondary Substation Connectivity Installed Base by Technology, Europe: 2020-2030
AMI Equipment Revenue by Technology, Europe: 2020-2030
Transmission Substation Communications Equipment Revenue by Technology, Europe: 2020-2030
Distribution Substation Communications Equipment Revenue by Technology, Europe: 2020-2030
Feeder Automation Device and Grid Asset Monitoring Communications Node Revenue by Technology, Europe: 2020-2030
Secondary Substation Communications Equipment Revenue by Technology, Europe: 2020-2030
Total Smart Grid Communications Equipment Revenue by Technology, Europe: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, Europe: 2020-2030
Smart Meter Shipments by Technology, Asia Pacific: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, Asia Pacific: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, Asia Pacific: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, Asia Pacific: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, Asia Pacific: 2020-2030
Smart Meter Shipment Share by Technology, Asia Pacific: 2020-2030
Newly Connected and Upgraded Transmission Substation Share by Technology, Asia Pacific: 2020-2030
Newly Connected and Upgraded Distribution Substation Share by Technology, Asia Pacific: 2020-2030
Newly Connected and Upgraded Distribution Line Mile Share by Technology, Asia Pacific: 2020-2030
Newly Connected and Upgraded Grid Devices Share by Technology, Asia Pacific: 2020-2030
AMI Installed Base Share by Technology, Asia Pacific: 2020-2030
Transmission Substation Connectivity Installed Base by Technology, Asia Pacific: 2020-2030
Distribution Substation Connectivity Installed Base by Technology, Asia Pacific: 2020-2030
Connected Distribution Line Miles Installed Base by Technology, Asia Pacific: 2020-2030
Connected Grid Devices Installed Base by Technology, Asia Pacific: 2020-2030
AMI Equipment Revenue by Technology, Asia Pacific: 2020-2030
Transmission Substation Communications Equipment Revenue by Technology, Asia Pacific: 2020-2030
Distribution Substation Communications Equipment Revenue by Technology, Asia Pacific: 2020-2030
Feeder Automation Device and Grid Asset Monitoring Communications Node Revenue by Technology, Asia Pacific: 2020-2030
Total Smart Grid Communications Equipment Revenue by Technology, Asia Pacific: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, Asia Pacific: 2020-2030
Smart Meter Shipments by Technology, Latin America: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, Latin America: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, Latin America: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, Latin America: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, Latin America: 2020-2030
Smart Meter Shipment Share by Technology, Latin America: 2020-2030
Newly Connected and Upgraded Transmission Substation Share by Technology, Latin America: 2020-2030
Newly Connected and Upgraded Distribution Substation Share by Technology, Latin America: 2020-2030
Newly Connected and Upgraded Distribution Line Mile Share by Technology, Latin America: 2020-2030
Newly Connected and Upgraded Grid Devices Share by Technology, Latin America: 2020-2030
AMI Installed Base Share by Technology, Latin America: 2020-2030
Transmission Substation Connectivity Installed Base by Technology, Latin America: 2020-2030
Distribution Substation Connectivity Installed Base by Technology, Latin America: 2020-2030
Connected Distribution Line Miles Installed Base by Technology, Latin America: 2020-2030
Connected Grid Devices Installed Base by Technology, Latin America: 2020-2030
AMI Equipment Revenue by Technology, Latin America: 2020-2030
Transmission Substation Communications Equipment Revenue by Technology, Latin America: 2020-2030
Distribution Substation Communications Equipment Revenue by Technology, Latin America: 2020-2030
Feeder Automation and Grid Device Monitoring Communications Node Revenue by Technology, Latin America: 2020-2030
Total Smart Grid Communications Equipment Revenue by Technology, Latin America: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, Latin America: 2020-2030
Smart Meter Shipments by Technology, Middle East & Africa: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, Middle East & Africa: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, Middle East & Africa: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, Middle East & Africa: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, Middle East & Africa: 2020-2030
Smart Meter Shipment Share by Technology, Middle East & Africa: 2020-2030
Newly Connected and Upgraded Transmission Substation Share by Technology, Middle East & Africa: 2020-2030
Newly Connected and Upgraded Distribution Substation Share by Technology, Middle East & Africa: 2020-2030
Newly Connected and Upgraded Distribution Line Mile Share by Technology, Middle East & Africa: 2020-2030
Newly Connected and Upgraded Grid Devices Share by Technology, Middle East & Africa: 2020-2030
AMI Installed Base Share by Technology, Middle East & Africa: 2020-2030
Transmission Substation Connectivity Installed Base by Technology, Middle East & Africa: 2020-2030
Distribution Substation Connectivity Installed Base by Technology, Middle East & Africa: 2020-2030
Connected Distribution Line Miles Installed Base by Technology, Middle East & Africa: 2020-2030
Connected Grid Devices Installed Base by Technology, Middle East & Africa: 2020-2030
AMI Equipment Revenue by Technology, Middle East & Africa: 2020-2030
Transmission Substation Communications Equipment Revenue by Technology, Middle East & Africa: 2020-2030
Distribution Substation Communications Equipment Revenue by Technology, Middle East & Africa: 2020-2030
Feeder Automation and Grid Device Monitoring Communications Node Revenue by Technology, Middle East & Africa: 2020-2030
Total Smart Grid Communications Equipment Revenue by Technology, Middle East & Africa: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, Middle East & Africa: 2020-2030
Smart Meter Shipments by Technology, World Markets: 2020-2030
Newly Connected and Upgraded Transmission Substations by Technology, World Markets: 2020-2030
Newly Connected and Upgraded Distribution Substations by Technology, World Markets: 2020-2030
Newly Connected and Upgraded Distribution Line Miles by Technology, World Markets: 2020-2030
Newly Connected and Upgraded Grid Devices by Technology, World Markets: 2020-2030
Smart Meter Shipment Share by Technology, World Markets: 2020-2030
Newly Connected and Upgraded Transmission Substation Share by Technology, World Markets: 2020-2030
Newly Connected and Upgraded Distribution Substation Share by Technology, World Markets: 2020-2030
Newly Connected and Upgraded Distribution Line Mile Share by Technology, World Markets: 2020-2030
Newly Connected and Upgraded Grid Devices Share by Technology, World Markets: 2020-2030
AMI Installed Base Share by Technology, World Markets: 2020-2030
Transmission Substation Connectivity Installed Base by Technology, World Markets: 2020-2030
Distribution Substation Connectivity Installed Base by Technology, World Markets: 2020-2030
Connected Distribution Line Miles Installed Base by Technology, World Markets: 2020-2030
Connected Grid Devices Installed Base by Technology, World Markets: 2020-2030
AMI Equipment Revenue by Technology, World Markets: 2020-2030
Transmission Substation Communications Equipment Revenue by Technology, World Markets: 2020-2030
Distribution Substation Communications Equipment Revenue by Technology, World Markets: 2020-2030
Feeder Automation and Grid Device Monitoring Communications Node Revenue by Technology, World Markets: 2020-2030
Total Smart Grid Communications Equipment Revenue by Technology, World Markets: 2020-2030
Total Smart Grid Communications Services Revenue by Technology, World Markets: 2020-2030

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