家庭能源管理将成为智能三表后的公共事业投资重点

摘要：  公共事业建设的投入部署已经集中在智能表上面，但是在接下来几年，HEMS加大在智能表基础上为公共事业建设传递“需求响应”的好处。而这个趋势将在2014年开始产生真正的影响。

关键字：  家庭能源管理系统，  ABI，  HEMS，  家庭自动化，  智能表

根据ABI最新研究表明，2013年家庭能源管理系统 (HEMS) 将会有轻微的增长，但从2014年开始HEMS出货量将会迅速加速，直到2016年，将从4400万美元的全球市场获得200万美元的收入。

Sam Lucero，M2M连接部业务主管，解释说：“我们认为公共事业建设是HEMS进入市场的最大渠道。公共事业建设的投入部署已经集中在智能表上面，但是在接下来几年，HEMS加大在智能表基础上为公共事业建设传递“需求响应”的好处。而这个趋势将在2014年开始产生真正的影响。

能源管理将成为智能三表后的公共事业投资重点 src="http://www.globalsca.com/News/UploadFile/2008/2011318162826182.jpg" border=0>

但是，公共事业建设这块蛋糕并不全由HEMS独享，因为有两组供应商在提供实际系统服务（尽管消费者可能会直接和公共事业单位交易），其中一组是小个体HEMS供应商，他们现在面临着家庭自动化供应商日益加剧的竞争，而家庭自动化供应商同时也为HEMS供应整体产品整容中的一部分产品。

Lucero说，与家庭自动化供应商竞争不是很轻松的事，他强调说，“单一类型的HEMS供应商需要聚焦在公共事业建设中特殊的需求，从而与自己的供应商产生差异化，将他们的系统效率打入公共事业建设的后端操作。他们也应该与智能系统网络价值链建立紧密的合作伙伴关系，展示他们垂直能源市场专长，从而让公共事业单位相信他们能比家庭自动化供应商做更多的服务。

家庭自动化供应商将很可能会计算已经(或很快）使用他们系统的用户和以后需要删除的专业部分。他们会指向更大的不同市场渠道：零售、服务供应商、安装经销商和公共事业单位。他们也能够直接与智能系统网络合作。

本文由资讯翻译。

《Home Energy Management Vendors Battle Home Automation Vendors for Utilities’ $2 Billion Business》

Home energy management systems (HEMS) will see moderate growth through 2013， according to ABI Research. But starting in 2014， shipments of these systems are expected to accelerate rapidly until by 2016， nearly 44 million will hit world markets， when they will generate revenue of about $2 billion.

Sam Lucero， M2M connectivity practice director with the analyst firm， explains: “We see utilities as the largest channel for HEMS going to market. Utilities have been focusing their efforts on smart meter deployments. But in the next few years， HEMS will ramp up to deliver the utilities ‘demand response’benefits on top of their smart meters. This trend will start to have real impact in 2014.”

Utilities will not be making HEMS systems themselves: two groups of vendors provide the actual systems (although the consumer may only deal directly with the utility.) One of these groups is small private HEMS vendors. They now face increasing competition from home automation vendors that offer HEMS as one part of their overall product lineups.

Competing against the home automation vendors won’t be easy， says Lucero. He recommends that， “The pure-play HEMS vendors should differentiate their offerings to focus on the specific needs of utilities， tying their systems effectively into the utilities’ back-end operations. They should also form close relationships and partnerships with the smart grid value chain， and demonstrate a level of vertical energy market expertise that impresses the utilities more than do the home automation vendors.”

The home automation vendors are likely to counter that homeowners are already using their systems (or soon will be) and that further specialization is redundant. They can point to their greater variety of paths to market: retail， service provider， dealer-installer， utility. They can partner directly with smart grid too， in the way that Control4 has partnered with Silver Spring Networks.