Keywords: smart meter market, smart meter market capacity, meter MCU chip, Fudan Microelectronics, Juquan Optoelectronics
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Billion pieces are shipped every year! Smart Meter Market Overview (qq.com)
The energy metering chip realizes the energy data measurement based on the microelectronic circuit in the smart meter, and can automatically measure the grid voltage, current, active power, reactive power, apparent power, frequency, power factor, energy, etc. Core components of electrical information metering system
I believe that when you visit the countryside, you can often see the electric meter hanging outside the house, as shown in the picture below (it is usually installed in the cabinet in the urban area);
At present, domestic electricity meters are being upgraded to the fourth-generation smart Internet of Things meters;
01
Billion-level market capacity
Electric Energy Meter Market, by region, can be divided into domestic and overseas
> Let's look at the domestic market first
From 2010 to 2021, the total amount of bidding for State Grid Corporation's smart energy meters is shown in the figure below. It can be seen that electricity meters are a huge market with an annual increase of more than 50 million and a stock of about 800 million;
Since the launch of the "Strong Smart Grid" plan, the changes in the number of bidding for smart meters in my country can basically be divided into three stages:
The first stage, before 2014, with the implementation of the first round of smart meter transformation, the market demand for smart meters has risen rapidly, which is a period of rapid development of the smart meter industry. The communication products in this stage are mainly narrowband power line carrier communication products. ;
In the second stage, from 2015 to 2017, with the transformation of smart meters, the user coverage of State Grid's smart meters has been comprehensively increased, and the demand for smart meters has gradually become saturated. trough, entering the industry adjustment period;
In the third stage, after 2018, as the "Strong Smart Grid" plan enters the leading and upgrading stage, the State Grid starts a new round of transformation and begins to invite bids for broadband power line carrier communication products. At the same time, the demand for replacement of existing smart meters drives smart Another round of recovery in market demand for electricity meters.
Affected by the new crown pneumonia epidemic in 2020, the progress of laying electric energy meters has slowed down, and the number of tenders for State Grid's smart electric meters has declined. However, in 2021, after the above-mentioned impact is eliminated, the tender volume will rebound again.
Meters can be simply divided into single-phase meters and three-phase meters by category. Single-phase meters are mainly for home users, and three-phase meters are mainly for factories. The ratio of state grid bidding is roughly as follows
> Look overseas again
According to the region, electric meters are generally divided into domestic meters and overseas meters. Our country’s intelligent electric meter started earlier, and the collection of smart electric meters and electricity consumption information in Eastern Europe, Latin America, Southeast Asia, Central Asia and West Africa started relatively late, lagging behind the country by about 5. - In 10 years, prepaid and anti-theft meters are the main products, and my country's annual exports are also tens of millions;
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Domestic bidding process
Both State Grid and China Southern Power Grid conduct centralized bidding;
The meter manufacturer first sends the sample meter to the organization designated by the two network companies for testing. After passing the inspection, the electric energy meter manufacturer participates in the bidding of the two network company and its subordinate units, and supplies to the two network company after winning the bid.
Here, the testing agency will score the technical indicators, and the scoring will also affect the share of the bid;
The procurement relationship between the two networks, overseas, equipment commercial watches and watch factories, and chip companies is shown in the figure below
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Domestic watch factory ranking
Because the State Grid will announce the corresponding bidding amount and the ranking of winning bids, and because different terminals have different rankings, let's first look at the rankings of three-phase meters and single-phase meters;
It can be seen that due to the large number of single-phase meters and the high proportion, the market competition is very fierce, and the share of different meter manufacturers fluctuates by a few ten-thousandths;
Single-phase meter factory ranking
Relatively speaking, the competition of three-phase meters is relatively better
Three-phase meter factory ranking
