110304 smart grid cleantech innovation

!!"#$"#%&

!&

!"#$%&'$()&#*)&&+!&,-.#*%./0&1**23#42*&&

(*&,#-(52$*(#&6&!(-(/2*&7#--.8&

9($2:0(&;#<(=&>0?@?&ABCC6D6E&

2&

•  2001 Established in Silicon valley •  2003 The University of Tokyo

Silicon Valley Office Partner

•  2005 Started Clean F./0*2-2<8 Research　 Report : Sustainable Chemistry for Japanese Chemical Association

•  2008 Connect NIST and a Japanese firm •  2009 Joint work Japanese firm and NIST •  2010 Pacific Rim Security II Japan Representative

•  2010 Keynote Lecture on SEMI Japan Think in Silicon Valley, Work in Asia

&1GH*.%=&1*/?

'()*+,-&'*./&0#!!"#$"#%&

1GH*.%=&1*/?&

•  ABCB&H:(#&>$2)I/43(%8&H::2/(#42*&%2I$&J+!&K*.$<8&KL/(.*/8&#*)&M.*.N#O-.:P&Q./%I$.&#*)&:(%.&%2I$&52$&R&)#8:&&

•  ABCC&;2S20#"#&T#42*#-&+*(3?&J1**23#42*&#*)&,-.#*%./0&(*&+!H&#*)&"8&/#$..$P&>2:%&<$#)I#%.&:/022-&(*%.*:(3.&-./%I$.&U&)#8:&

&

0#!!"#$"#%& '()*+,-&'*./& $&

1**23#42*&/2"V2*.*%:&

•  1**23#42*&/$.#%.:&W.#-%0&O8&>?&@$I/S.$&(*&CXYE&

•  F./0*2-2<8&O#:.)&1*3.*42*&N(%0&&W().&>IO-(/&H//.V%#*/.&&'#".&,0#*<(*<&M.:I-%:&&T.N&F./0*2-2<8&Z!"#$%&'(&#")*+[&&,2"O(*#42*&25&F./0*2-2<8&

'()*+,-&'*./& %&0#!!"#$"#%&

'()*+,-&'*./& 1&

'**23452*&

'*6748,79.,97+& :;8,+<& =+.>*2?2@;&A7+4?,>729@>&

(47B+,&)..+C,4*.+&

1**23#42*&!%$I/%I$.&

0#!!"#$"#%&

!V2*%#*(2I:&1**23#42*&

'**23452*&

=+.>*2?2@;&

'*6748,79.,97+&

:;8,+<&

(47B+,&

'()*+,-&'*./& D&0#!!"#$"#%&

!!"#$"#%&

0&

G#$S.%&H//.V%#*/.&

•  F2I/0&>#*.-&>,&&1*%$2)I/.)&(*&ABBE&&5$2"&G(/$2:2\&

&•  (>#)&&1*%$2)I/.)&(*&ABCB&

&(>#)&(:&#*&(**23#42*&

'()*+,-&'*./& E&0#!!"#$"#%&

1**23#42*&>$2)I/%:&

'#".&,0#*<(*<&Z]K;[&F./0*2-2<8&• 1*/#*).:/.*%&Q#"V=&F$#*:"(::(2*&• H($&V-#*.=&HI%2"2O(-.=&K-./%$(/&,#$&• 1*%.$:%#%.:&9(<0N#8&• M2/S.%&Z!#%.--(%.[=&^.%&#($&V-#*.&• M.*.N#O-.&K*.$<8&• 1*%.$*.%=&,-2I)&/2"VI4*<&• >,=&'>!=&G2O(-.&>02*.=&(>#)&

'()*+,-&'*./& F&0#!!"#$"#%&

!8:%."&

•  ,2"O(*#42*&25&F./0*2-2<(.:&•  G#::&"#_.$:&•  !V..)&"#_.$:&•  !(`.&"#_.$:&

'()*+,-&'*./& G&0#!!"#$"#%&

1*5$#:%$I/%I$.&

•  1*%.$*.%&/2**./42*&&>02*.-(*.ZG2)."[&　　.G#(-=&T.4aI._.&&&•  bbZb$2#)&b#*)[&&.G#(-=&GI:(/=&>(/%I$.=&G23(.&&1**23#42*&&(FI*.:=&H"#`2*=&T.c-(d&&

&&

'()*+,-&'*./& !#&0#!!"#$"#%&

eV.*&1**23#42*&

'()*+,-&'*./& !!&0#!!"#$"#%&

TH!H&1**23#42*&

'()*+,-&'*./& !0&0#!!"#$"#%&

!!"#$"#%&

$&

,0#:"&

'()*+,-&'*./& !$&0#!!"#$"#%&

>IO-(/&7(:(O(-(%8&

'()*+,-&'*./& !%&0#!!"#$"#%&

,2"".$/(#-(`#42*&

'()*+,-&'*./& !1&0#!!"#$"#%&

1*23#%2$f:&@(--.*"#&

'()*+,-&'*./& !D&0#!!"#$"#%&

C&:%&1**23#42*&>$2)I/%:&

'()*+,-&'*./& !E&0#!!"#$"#%&

@(:$IV43.&1**23#42*&

'()*+,-&'*./& !F&0#!!"#$"#%&

!!"#$"#%&

%&

9#$)&@(:S&,2"V2*.*%:&

'()*+,-&'*./& !G&0#!!"#$"#%& '()*+,-&'*./& 0#&

H47I&JK8B&&L4CKI&&M>4*@+&=2&

:<4??+7&4*I&HK@>&M4C4.K,;&

0#!!"#$"#%&

@(:$IV43.&F./0*2-2<8&

•  1*(4#--8=&%0.$.&(:&*2&"#$S.%&&&•  1""#%I$.&52$&&

Kd(:4*<&/2"V#*(.:f&G#$S.%&F22&!"#--&%2&<2&(*%2&&>$2)I/%&:V./(g/#42*&T2%&:#4:g.)&O8&.d(:4*<&I:%2".$&&&&

'()*+,-&'*./& 0!&0#!!"#$"#%&

@.#-&N(%0&@(:$IV43.&F./0*2-2<8&

•  H-N#8:&)(:%I$O.)&O8&.d(:4*<&OI:(*.::&G#$S.%&3(:(O(-(%8=&:(`.=&V$2g%=&/2"V#*8&$.:2I$/.&I:.&

C?   !V(*&2I%&5$2"&Q#$<.&g$"&A?   1*).V.*).*%&2V.$#42*&D?   GhH&

'()*+,-&'*./& 00&0#!!"#$"#%&

iI*).".*%#-&@#%#&1&

'()*+,-&'*./& 0$&0#!!"#$"#%&

iI*).".*%#-&@#%#&11&

'()*+,-&'*./& 0%&0#!!"#$"#%&

!!"#$"#%&

1&

'()*+,-&'*./& 01&0#!!"#$"#%& '()*+,-&'*./& 0D&0#!!"#$"#%&

Q(<0%&:2I$/.&0(:%2$(/#--8&#*)&5I%I$.&

'()*+,-&'*./& 0E&0#!!"#$"#%& '()*+,-&'*./& 0F&0#!!"#$"#%&

K9!&>$2"242*&1&

'()*+,-&'*./& 0G&0#!!"#$"#%&

K9!&>$2"242*&11&

'()*+,-&'*./& $#&0#!!"#$"#%&

!!"#$"#%&

D&

K9!&>$2"242*&111&

'()*+,-&'*./& $!&0#!!"#$"#%&

!%#*)#$)(`#42*&1&

'()*+,-&'*./& $0&0#!!"#$"#%&

!%#*)#$)(`#42*&11&

'()*+,-&'*./& $$&0#!!"#$"#%&

'23.$*".*%&H/43(%8&

'()*+,-&'*./& $%&0#!!"#$"#%&

IMAnet, Inc. 35

DOE Smart Grid Budget2009　ARRA Budget　：$ 45Bil

0#!!"#$"#%&

HMMH&i-2N

•  +!&F2%#-&bI)<.%&(*&ABBX&&&jD=BBB&b(-•  @eK　&bI)<.%&(*&ABBX&& &j&&&AUB&b(-&•  HMMH　 & & & &j&&&kYk&b(-&•  @eK&&&&5$2"&HMMH & &j&&&EBB&b(- &•  T!i　 & & & &j&&&&&&B?D&b(-&•  1**23#42*&!IVV2$%&'23.$*".*%&iI*)&&&!b1M& &:<4??&A98K*+88&'**23452*&L+8+47.>&&&!FFM　& &:<4??&A98K*+88&=+.>*2?2@;&=74*86+7

&'()*+,-&'*./&0#!!"#$"#%& $D&$D&

!!"#$"#%&

E&

HMMH&iI*)(*<&O8&!%#%.&#:&25&e/%?&CU&ABCB&

0#!!"#$"#%& '()*+,-&'*./& $E&

HMMH&1**23#42*&#*)&F./0*2-2<8&iI*)(*<&

0#!!"#$"#%& '()*+,-&'*./& $F&

VP Biden Report

1**23#42*&/$.#%.:&2VV2$%I*(4.:&

•  F./0*2-2<8&•  ^2O:&•  G#*I5#/%I$(*<&•  KdV2$%&"#*I5#/%I$(*<&V$2)I/%:&

0#!!"#$"#%& $G&'()*+,-&'*./& %#&

Buy American Conflict

%#&

•  ,#*#)#&bI8&H".$(/#*&(*&ABBX&&

0#!!"#$"#%& '()*+,-&'*./&

New Energy for America’s Economy

Largest science funder

17 National Laboratories

Researchers at 300 universities

88 Nobel Prize winners

Department of Energy

0#!!"#$"#%& %!&'()*+,-&'*./& %0&

DOE Steven Chu (Nobel Laureate in 1997)

The Department of Energy must become the modern “Bell Labs”

0#!!"#$"#%& '()*+,-&'*./&

!!"#$"#%&

F&

%$&%$&

DOE 17 Labs

0#!!"#$"#%& '()*+,-&'*./&

+*(%.)&!%#%.:&

^#V#*=&i$#*/.=&T.%0.$-#*):=&1%#-8=&+]=&'.$"#*8=&1:$#.-=&.%/?&

The standard of living of a country is not proportional to its energy consumption:

Human Development Index vs. Electricity use

0#!!"#$"#%& %%&'()*+,-&'*./&

Clean Energy Economy New Energy for America’s Economy

N7+8KI+*,&OP4<4Q8&C?4*R&

&M7+4,+&*+S&@7++*&T2P8&,>4,&.4*Q,&P+&29,8297.+I&!"#$4II&,2&)<+7K.4Q8&69,97+&

.2<C+553+*+88&

0#!!"#$"#%& %1&'()*+,-&'*./&

HMMH&Mh@&!IVV2$%&

0#!!"#$"#%& %D&'()*+,-&'*./&

Workshop COST by DOE

%E&0#!!"#$"#%& %E&'()*+,-&'*./&

>$.)(/42*&2$&'I()-(*.&

'()*+,-&'*./& %F&0#!!"#$"#%&

!!"#$"#%&

G&

G22$.f:&Q#N&

'()*+,-&'*./& %G&0#!!"#$"#%&

,2:%=&,2:%=&,2:%&1&

'()*+,-&'*./& 1#&0#!!"#$"#%&

,2:%=&,2:%=&,2:%&11&

'()*+,-&'*./& 1!&0#!!"#$"#%&

,2:%=&,2:%=&,2:%&111&

'()*+,-&'*./& 10&0#!!"#$"#%&

,2:%=&,2:%=&,2:%&17&

'()*+,-&'*./& 1$&0#!!"#$"#%&

,2:%=&,2:%=&,2:%&7&

'()*+,-&'*./& 1%&0#!!"#$"#%&

!!"#$"#%&

!#&

,2:%=&,2:%=&,2:%&71&

'()*+,-&'*./& 11&0#!!"#$"#%&

,2:%=&,2:%=&,2:%&711&

'()*+,-&'*./& 1D&0#!!"#$"#%&

,2:%&25&!2-#$&>2N.$&

0#!!"#$"#%& '()*+,-&'*./& 1E&

ARRA EV Loan

1F&1F&0#!!"#$"#%& 1F&'()*+,-&'*./&

59&

&@eK&!"#$%&'$()&bI)<.%2009　ARRA Budget　：$ 45Bil

0#!!"#$"#%& )NO&=297&'()*+,-&'*./&

9.#-%0/#$.&lT19&

0#!!"#$"#%& '()*+,-&'*./& D#&

!!"#$"#%&

!!&

HM>HmK&

•  HM>HmK&.:%#O-(:0.)&(*&ABBk=&52--2N:&@HM>H&5I*/42*&(*&K*.$<8&

•  HM>HmK&:IVV2$%:&V$2n./%&O8&5I*)(*<&•  @HM>H&.:%#O-(:0.)&(*&CXUY&O8&!VI%*(S&•  @HM>H&).3.-2V.)&&&1*%.$*.%&&&←　HM>H*.%&&'>!&

0#!!"#$"#%& D!&'()*+,-&'*./&

T!i&

•  ,$.#%.&T.d%&HV2--2&V$2n./%&•  i(*)&'#".&,0#*<(*<&F./0*2-2<8&•  !IVV2$%&b#:(/&$.:.#$/0&•  F2%#-&bI)<.%&jDBB&G(-&•  i2/I:(*<&2*&K*.$<8&

0#!!"#$"#%& D0&'()*+,-&'*./&

F./0*2-2<8&!IVV2$%&>$2<$#"&

'()*+,-&'*./& D$&0#!!"#$"#%&

G#$S.%&M.#)8&

'()*+,-&'*./& D%&0#!!"#$"#%&

!%#*)#$):&@.3.-2V".*%&

'()*+,-&'*./& D1&0#!!"#$"#%&

KTKM';&!FHM

•  Optional •  But Mandatory for Gov.

Purchase •  EPA :Standardization •  DOE :Measurements •  DOE takes part in approval of the

Market products. •  May become some barrier into Market

DD&0#!!"#$"#%& '()*+,-&'*./&

!!"#$"#%&

!0&

,#-(52$*(#&M.<I-#42*&,2*/.V%&&

•  M.<I-#42*&/$.#%.:&1**23#42*&•  M.<I-#42*&/$.#%.:&*.N&"#$S.%&•  M.<I-#42*&/$.#%.:&KK&•  M.<I-#42*&/$.#%.:&,H&/2"V.443.*.::&

0#!!"#$"#%& DE&'()*+,-&'*./&

>.$&,#V(%#&K-./%$(/(%8&!#-.:&Z*2%&(*/-I)(*<&:.-5m<.*.$#42*[&ZSW06V.$:2*[&ZABBR&%2&ABBY&#$.&52$./#:%&)#%#[&

B&

A=BBB&

E=BBB&

R=BBB&

Y=BBB&

CB=BBB&

CA=BBB&

CE=BBB&

CXRB

&CX

RA&

CXRE

&CX

RR&

CXRY

&CX

kB&

CXkA

&CX

kE&

CXkR

&CX

kY&

CXYB

&CX

YA&

CXYE

&CX

YR&

CXYY

&CX

XB&

CXXA

&CX

XE&

CXXR

&CX

XY&

ABBB

&AB

BA&

ABBE

&AB

BR&

ABBY

&

+*(%.)&!%#%.:&

,#-(52$*(#&

&ABBU&@(o.$.*/.:&&&&p&U=DBBSW068$&&&&p&jCRU6/#V(%#&

Electricity use per person (1960 – 2008)

i$2"&CXkD&%2&ABBY=&%0.&'@>6/#V(%#&(*&,#-(52$*(#&0#:&

)2IO-.)?&

0#!!"#$"#%& DF&'()*+,-&'*./&

H//.-.$#%.)&M>!&672<&'UNL&"&U)N&"&&

:A&!01#&V0##DW"!#E&V0##DW-&&UX+.&O7I+78&:Y!%Y#F&4*I&&&&&

:Y0!Y#G=&4*I&UU&4*I&MHN&@24?8&672<&)LAQ8&)A&$0&&Z0##D[&

:.2CK*@&N?4*&

,#-(52$*(#&!2-#$&1*(4#43.&

ABCB& ABAB&ABCR&

'23.$*2$f:&'9'&M.)I/42*&F#$<.%:&h&&&&Hb&DA&&

:C+.K\.&]H]&7+I9.52*&,47@+,&4??2.4,+I&,2&LU&K8&.2*,4K*+I&K*&,>+&&M)&)K7&L+8297.+8&A247IQ8&M?K<4,+&M>4*@+&:.2CK*@&N?4*-&O.,2P+7&0##F/&

!%#%.&b(2.*.$<8&'2#-&ZUX+.953+&O7I+7&:Y#DY#D[0&

&L+*+S4P?+8&&

$$^&26&7+,4K?&84?+8&Z_EF-###&Y&!#0-###&]`>[&

&

%#^&PK269+?8&C72I9.+I&K*&M4?K627*K4&

$-###&(`&26&*+S&82?47&&Z_%-###&]`>![&

0#^&PK269+?8&C72I9.+I&K*&M4?K627*K4&

0#^&26&LN:&672<&PK2C2S+7&Z_0#-###&]`>![&&

&L+*+S4P?+8&&

0#^&26&7+,4K?&84?+8&Z_11-###&]`>[&

&

0#^&26&LN:&672<&PK2C2S+7&Z_!!-###&]`>![&&

!I""#$8&25&,Hf:&].8&M.*.N#O-.&K*.$<8&>2-(/8&&

!)889<+8&43+74@+&.4C4.K,;&64.,278&47+&!1^&627&82?47&4*I&G#^&627&PK2C2S+7/&0&UX+.953+&O7I+7&:Y#DY#D&.4*&P+&I2S*?24I+I&4,&@23/.4/@23"K*I+X/C>Ca"C7K*,Y3+78K2*"+X+.953+Y27I+7"!F$"/&b2,+R&=>+&724I<4C&4?82&.2*8KI+7+I&I+,4K?+I&C2?K.;&@9KI4*.+&48&8,4,+I&K*&,>+&'UNL/&

DG&0#!!"#$"#%& '()*+,-&'*./&

,Hf:&K*.$<8&>2-(/8&M.-(.:&2*&#&,"&(-'.$/)(0)q&&&

!/  U*+7@;&+c.K+*.;&4*I&I+<4*I&7+8C2*8+&

12  30'04&560$0'0).*$!"#$(-7#)-58#0($.0'0)&9"'$

$/  M?+4*&6288K?Y69+?+I&8297.+8&4*I&K*6748,79.,97+&K<C723+<+*,8&

&!

,#-(52$*(#f:&:'0).*$;<9"'$=6&'&).g*.)&#&-2#)(*<&2$).$&%2&#))$.::&%0.&:%#%.f:&(*/$.#:(*<&.*.$<8&*..):&

This strategy benefits CA by reducing CO2 emissions and diversifying energy sources. E#&0#!!"#$"#%& '()*+,-&'*./&

&:297.+8R&&U*+7@;&'*627<452*&)I<K*K8,7452*-&d947,+7?;&e9+?&4*I&U*+7@;&L+C27,-&4*I&:A&!#1&L+C275*@&L+f9K7+<+*,8&

b2,+R&&J9+&,2&?+@K8?453+&.>4*@+8&7+f9K7+I&P;&)88+<P?;&AK??&!D0&Z0##G[-&,>+&M4?K627*K4&)K7&L+8297.+8&A247I&K8&.977+*,?;&9*I+7,4BK*@&,>+&,48B&26&KI+*56;K*@&,>+&69+?&8297.+8&4882.K4,+I&SK,>&4??&K<C27,+I&C2S+7&+*,+7K*@&K*,2&M4?K627*K4/&&

'*Y8,4,+&@+*+7452*R&&L+C27,+I&@+*+7452*&672<&9*K,8&!&(`&4*I&?47@+7/&&&&

,#-(52$*(#f:&ABBX&1*m!%#%.&'.*.$#42*&G(d&&

b(2"#::&A?Yr&

'.2%0.$"#-&R?Dr&

!"#--&98)$2&A?Br&

!2-#$&B?Er&

W(*)&A?Er&

Coal 1.8%

Large Hydro 12.2%

Natural Gas 56.7%

Nuclear 15.3%

Renewables 13.9%

Long-term goal of a fully competitive and self-sustaining California renewable energy supply&

UXK85*@&L+*+S4P?+&

e4.K?K5+8&N72@74<&

U<+7@K*@&L+*+S4P?+8&&N72@74<&

M2*89<+7&UI9.452*&N72@74<&

b+S&L+*+S4P?+&e4.K?K5+8&N72@74<&

,Hf:&1**23#43.&&&&M.*.N#O-.&K*.$<8&>$2<$#"&

=>+&LUN&K8&?+@K8?453+?;&<4*I4,+I&,2R&

!  OC5<Kg+&C9P?K.&K*3+8,<+*,&4*I&+*897+&,>4,&,>+&<28,&.28,Y+h+.53+&4*I&+c.K+*,&K*3+8,<+*,8&K*&7+*+S4P?+&7+8297.+8&47+&3K@27298?;&C9789+I/&

&

!  '*.7+48+&,>+&f94*5,;&26&M4?K627*K4Q8&+?+.,7K.K,;&@+*+74,+I&P;&7+*+S4P?+&7+8297.+8-&S>K?+&C72,+.5*@&8;8,+<&7+?K4PK?K,;-&628,+7K*@&7+8297.+&IK3+78K,;-&4*I&2P,4K*K*@&,>+&@7+4,+8,&+*3K72*<+*,4?&P+*+\,8&,2&,>+&8,4,+/&

!  'I+*56;&4*I&89CC27,&+<+7@K*@&7+*+S4P?+&+*+7@;&,+.>*2?2@K+8&SK,>&,>+&@7+4,+8,&*+47Y,+7<&.2<<+7.K4?&C72<K8+&,>4,&<+7K,&,47@+,+I&488K8,4*.+/&

!

0#!!"#$"#%& '()*+,-&'*./& E0&

!!"#$"#%&

!$&

!%#%.&M.*.N#O-.:&>2$c2-(2&!%#*)#$):&

DSIRE: www.dsireusa.org October 2010

California’s RPS Goal for New Renewable Generation is the Most Aggressive in the Country

Renewable portfolio standard

Renewable portfolio goal

Solar water heating eligible i&j&&Extra credit for solar or customer-sited renewables

Includes non-renewable alternative resources

WA: 15% x 2020*

CA: 33% x 2020

NV: 25% x 2025*

AZ: 15% x 2025

NM: 20% x 2020 (IOUs) 10% x 2020 (co-ops)

HI: 40% x 2030

Minimum solar or customer-sited requirement

TX: 5,880 MW x 2015

UT: 20% by 2025*

CO: 30% by 2020 (IOUs) 10% by 2020 (co-ops & large munis)*

MT: 15% x 2015

ND: 10% x 2015

SD: 10% x 2015

IA: 105 MW

MN: 25% x 2025 (Xcel: 30% x 2020)

MO: 15% x 2021

WI: Varies by utility; 10% x 2015 statewide

MI: 10% + 1,100 MW x 2015*

OH: 25% x 2025†

ME: 30% x 2000 New RE: 10% x 2017

NH: 23.8% x 2025

MA: 22.1% x 2020 New RE: 15% x 2020

(+1% annually thereafter)

RI: 16% x 2020

CT: 23% x 2020

NY: 29% x 2015

NJ: 22.5% x 2021

PA: ~18% x 2021†

MD: 20% x 2022

DE: 25% x 2026*

DC: 20% x 2020

VA: 15% x 2025*

NC: 12.5% x 2021 (IOUs) 10% x 2018 (co-ops & munis)

VT: (1) RE meets any increase in retail sales x 2012;

(2) 20% RE & CHP x 2017

KS: 20% x 2020

OR: 25% x 2025 (large utilities)* 5% - 10% x 2025 (smaller utilities)

IL: 25% x 2025 WV: 25% x 2025*†

29 states + DC and PR have

an RPS (7 states have goals)

DC OK: 15% x 2015

PR: 20% x 2035

0#!!"#$"#%& '()*+,-&'*./& E$&

,#-(52$*(#f:&M.*.N#O-.&K*.$<8&'2#-:&

-

20,000

40,000

60,000

80,000

100,000

120,000

1983 1988 1993 1998 2003 2008 2013 2018

Estim

ated

Sta

tew

ide

Ren

ewab

les

GW

h/ye

ar

(exc

ludi

ng L

arge

Hyd

ro)

;.#$&

2002 11% Renewables (RPS begins)

2008 10.6% Renewables

33% by 2020 if AB 32 Scoping Plan goals met

20% by 2010

33% by 2020

0#^&P;&0#!0i&

0#^&P;&0#!#&4*I&$$^&P;&0#0#&@24?8&O#:.)&2*&$.%#(-&:#-.:?&0##0&!!^&L+*+S4P?+8&4*I&0##F&!#/D^&L+*+S4P?+8&O#:.)&2*&<.*.$#42*?&&iL+C27,&4889<K*@&0#^&P;&0#!0R&&SSS/+*+7@;/.4/@23"0##GC9P?K.452*8"MUMY0##Y0##GY#!!"MUMY0##Y0##GY#!!/NJe&

E%&0#!!"#$"#%& '()*+,-&'*./&

,H&,$.#%.&,-.#*&K/2*2"8&

0#!!"#$"#%& E1&'()*+,-&'*./&

k2K*,&l+*,97+&0##G&M?K<4,+&N728C+7K,;&

,H&M.<I-#42*&-.#):&KK&

0#!!"#$"#%& ED&'()*+,-&'*./&

,H&F(%-.&AE&

•  bI(-)(*<&K*.$<8&KL/(.*/8&!%#*)#$)&&M.3(:.)&(*&ABBY=&"#).&.o./%&(*&ABCB&

•  @.%#(-.)&:%#*)#$):&#VV-8&%2&CR&,-("#%.&s2*.:&•  Q.#)(*<&:%#*)#$)&52$&bI(-)(*<&KK&(*&+!H&•  F0.&:%#*)#$)&S..V:&,H&.*.$<8&/2*:I"V42*&-2N.$&%0#*&2%0.$&:%#%.:&

•  '23.$*".*%&VI$/0#:.&#*)&#VV$23#-&52--2N.)&O8&%0(:&:%#*)#$)&

•  97H,&"#*I5#/%I$.$:&"I:%&52--2N&

0#!!"#$"#%& EE&'()*+,-&'*./&

,H&F(%-.&AE&m&s2*(*<&

0#!!"#$"#%& EF&'()*+,-&'*./&

!!"#$"#%&

!%&

,H&F(%-.&AE&t&s2*.&3:&!V./&%#O-.&

0#!!"#$"#%& EG&'()*+,-&'*./&

Hb&DA&ZW.’--&3(:(%&,H&!#/$#".*%2&2*&AY%0[&

•  '-2O#-&W#$"(*<&!2-I42*:&H/%&25&ABB&•  Hb&DA&52--2N:&];eFe&>$2%2/2-&&•  1*&ABAB=&'9'&-.3.-&.aI#-&%2&#:&25&CXXU&•  ,2I*%.$&V$2V2:#-&>$2V&AD&N(--&O.&32%.)&2*&T23?&A*)&ABCB&

•  ,2*%$23.$:(#-&#O2I%&^2O&/$.#42*:&•  1*)I:%$8&(*&<.*.$#-&#*)&'e>&#$.&#<#(*:%&Hb&DA&

0#!!"#$"#%& F#&'()*+,-&'*./&

!(-(/2*&7#--.8&l&G.-4*<&V2%&25&&1**23#42*&#*)&F./0*2-2<8

0#!!"#$"#% '()*+,-&'*./ 81

INDEX 2010 Silicon Valley

G#$S.%&,#V(%#-(`#42*&&Zi.O?CC&ABCC[&

'()*+,-&'*./& F0&

,2"V#*8& !%#$%.)& !#-.:&jb(-&

GS%&,#V(%#-(`#42*&

jb(-&9>& CXDX& CAU& CBE&1*%.-& CXRE& ED& CAC&HVV-.& CXkR& RU& DAY&e$#/-.& CXkk& AR& CRX&,(:/2& CXYE& EB& CBE&'22<-.& CXXY& AX& ABB&

0#!!"#$"#%&

!7&i2$.(<*&O2$*&F#-.*%

0#!!"#$"#% '()*+,-&'*./ 83


!7&'-2O#-&,2--#O2$#42*

0#!!"#$"#% '()*+,-&'*./ 84


!!"#$"#%&

!1&

!7&,-.#*&F./0*2-2<8&1>:

0#!!"#$"#% '()*+,-&'*./ 85


'-2O#-&1>&,2--#O2$#42*:&

0#!!"#$"#% '()*+,-&'*./ 86


,H6!7&98O$()&1*%$2)I/42*

0#!!"#$"#% '()*+,-&'*./ 87


H:(#*&>2N.$

0#!!"#$"#% '()*+,-&'*./ 88


!(-(/2*&7#--.8&l&G.-4*<&V2%&25&&1**23#42*&#*)&F./0*2-2<8

'()*+,-&'*./ 89


0#!!"#$"#%&

7.*%I$.&iI*)(*<&!8:%."

'()*+,-&'*./ 900#!!"#$"#%&

!!"#$"#%&

!D&

7,&1*3.:%".*%&O8&!%#%.:&

'()*+,-&'*./ 910#!!"#$"#%&

,-.#*F./0&H/43.&7,&Q(:%

'()*+,-&'*./ 92

Cleantech Gr. 2010

0#!!"#$"#%&

!7&i2$.(<*&O2$*&F#-.*%

'()*+,-&'*./ 93


0#!!"#$"#%&

@(3.$:(%8&(*&!(-(/2*&7#--.8&

'()*+,-&'*./& G%&0#!!"#$"#%&

H:(#*&>2N.$

'()*+,-&'*./ 95


0#!!"#$"#%&

+!&7,&1*3.:%".*%&!0#$.

0#!!"#$"#% '()*+,-&'*./ 96

Cleantech Gr. 2011

!!"#$"#%&

!E&

,-.#*&K*.$<8&>2-(/(.:&O8&!%#%.:&

0#!!"#$"#% '()*+,-&'*./ 97

,-.#*F./0&7,&1*3.:%".*%&CuBEm

0#!!"#$"#% '()*+,-&'*./ 98

Cleantech Gr. 2010

7,&1*3.:%".*%&(*&!(-(/2*&7#--.8

0#!!"#$"#% '()*+,-&'*./ 99


'-2O#-&7,&1*3.:%".*%:&(*&ABCB

0#!!"#$"#% '()*+,-&'*./ 100

Cleantech Gr. 2011

+!&7.*%I$.&1*3.:%".*%&ABCB&

0#!!"#$"#%& '()*+,-&'*./& !#!&

,-.#*F./0&1*3.:%".*%&,#%.<2$8

0#!!"#$"#% '()*+,-&'*./ 102Cleantech Gr. 2011

!!"#$"#%&

!F&

'-2O#-&1>e:

0#!!"#$"#% '()*+,-&'*./ 103

,-.#*F./0&H/43.&7,&Q(:%

0#!!"#$"#% '()*+,-&'*./ 104

Cleantech Gr. 2011

FK!QH&G2%2$:&

!#1&'()*+,-&'*./&0#!!"#$"#%&

!2-8*)$#&'$2I*)&O$.#S(*<&(*&ABCB&

'()*+,-&'*./& !#D&0#!!"#$"#%&

H&M.#-&W2$-)&

•  e*/.&!2-#$&V2N.$.)&QK@&Q(<0%&0#:&O..*&(*%$2)I/.)&(*&].*8#?&

•  ,0(-).$.*&:%#$%&-.#$*(*<&#%&*(<0%&•  i$2"&*2%0(*<=&5I%I$.&N(--&:%#$%&&F0(:&(:&#&$.#-&N2$-)&N0(/0&N.&/#*&*2%&("#<(*.&

N(%0(*&%0.&)#(-8&-(5.?&&&&&&

'()*+,-&'*./& !#E&0#!!"#$"#%&

iI%I$.&,2*/.V%&

&&&&F2V&@2N* & & &G()&!(`. & & &&&G.:0&

'()*+,-&'*./& !#F&0#!!"#$"#%&

!!"#$"#%&

!G&

i$2"&s.$2&%2&GK!9&

　　T2N&&&&&&&&&&&&&&&&&CB&;.#$:&&&&&&&&&&&&&&&&&&AB&;.#$:&&&&&&&&&&&&&&&&&&&&&&&&&&?&&&&?&&&&&&&　　　　。&&&&&&?&&&&&&?　　　　　。　。　。　。&&&&&&&&&&&?　　　　　　　。　　　。&　　　　　　　　　　　　　　。&&&&

'()*+,-&'*./& !#G&0#!!"#$"#%&

Smart Grid: 2 Major Challenges

0#!!"#$"#%& IMAnet, Inc. 110

Smat Grid Next Generation Power Grid &

Manage growing demand

renewable energy

IT

We are Here

Urgent and Important

Important issue

Traditional Grid Old and not

Secure

optimum energy grid

with IT networks

IMAnet, Inc. 111

DOE Smart Grid Budget2009　ARRA Budget　：$ 45Bil

0#!!"#$"#%& IMAnet, Inc.

Conceptual Model (by NIST)

0#!!"#$"#%& !!0&

Smart Grid/ Utility vs. Interface

IMAnet, Inc. 0#!!"#$"#%& !!$&

Smart Grid Layers - Players

IMAnet, Inc. 114

Source: GTM Research

0#!!"#$"#%&

!!"#$"#%&

0#&

Smart Grid Initiative

IMAnet, Inc.

Cisco is trying to provide an end-to-end, highly secure IP-based Smart Grid communications infrastructure. The head count in the Smart Grid team exceeds 100.

With ample experience in IT and public projects, they provide consultation and system integration services in Smart Grid. They are working with major public sectors.

Oracle has the Utility Global BU mainly through M&As. e.g. They bought SPL World Group, provider of management utility software in 2006, and Lodestar, energy operation solutions in 2007.

Microsoft has developed ‘Microsoft Smart Energy Reference Architecture’ (SERA) for utilities. Beta version of MS Hohm, web-based energy monitoring software is now available in the US.

0#!!"#$"#%& !!1&

Future Smart Grid By Utility Company

IMAnet, Inc. 116 0#!!"#$"#%&

Project opportunities I Utility Location Meters Electric End

Points AMI Core System

Metering Hardware

Management Software

Network Backbone

HAN Consulting/SIer

Demand response

Northern California

9,300,000 $2.2B Silver Springs

GE & Landis

Ecologic Analytics

Silver Springs

Southern California

6,000,000 N/A RFP Solution

Southern California

5,300,000 $1.6B Itron Itron eMeter Itron EnerNOC

GA, AL, FL, MS

4,300,000 $725M Sensus Sensus Sensus Sensus

Detroit 3,300,000 $800M Smart Synch

Itron Itron Itron Comverge

Dallas 3,000,000 $686M Landis Landis Ecologic Analyics eMeter

IBM

Houston 3,000,000 $640M Itron Itron eMeter GE (WiMax)

IBM

San Diego 2,300,000 $572M Itron Itron Itron Itron Capgemini RFP

Missouri 2,040,000 N/A Landis

OH, IN, NC, SC

1,921,000 $1B Echelon & SmartSynch

Echelon Echelon Echelon Ambient

Wisc, Michigan

1,530,000 N/A Landis

Sothern Florida

1,400,000 $700M Silver Springs

GE Silver Springs

Silver Springs

Cisco

IMAnet, Inc. 0#!!"#$"#%& 117&

Project opportunities II Utility Location Meters Electric End

Points AMI Core System

Metering Hardware

Management Software

Network Backbone

HAN Consulting/SIer

Demand response

WI, IA, MN 1,400,000 $200M Sensus Sensus eMeter Sensus

Connecticut 1,200,000 $250M Comverge

Oregon 850,000 $175M Sensus Sensus Sensus Sensus

Arizona 800,000 $200M Elster Elster Elster

Hawaii N/A $100M Sensus Sensus Sensus Sensus

Oregon & Idaho

N/A

$71M ESCO Landis Powerline

North East N/A

$475M Silver Springs

GE & Landis

IBM Comverge

France N/A $3.5B Landis?

AR, IN, KY, LA, MI!

N/A

$750M GE?

Italy N/A 2.1B Echelon Echelon Echelon Capgemini

Ontario N/A $320M Landis GE Trilliant Capgemini Landis

MD N/A $250M Sensus Sensus Sensus Sensus

VA N/A $600M Elster Elster Elster

IMAnet, Inc. 118

Source: RBC Capital Market Research and Company Reports、Merriman Curhan Ford 0#!!"#$"#%&

Major private companies for AMI・Demand response

IMAnet, Inc.

Company Business HQ Founded: Total Raised:

Silver Spring Networks AMI core system Redwood City, CA 2001 $280.8M

Trilliant Networks AMI Redwood City, CA 2004 $40.0M

SmartSynch SG using Common line Jackson, MS 1998 $81.0M

Tendril Home power control introducing thermostat system

Boulder, CO 2004 $50.0M

Eka Systems AMI Germantown, MD 2000 $31.0M

eMeter SM S/W San Mateo, CA 2000 $56.29M

GridPoint Platform enabling connection with renewables

Arlington, VA 2003 $222.35M

Grid Net Intel, GE Energy Financial Services San Francisco, CA 2006 $20.59M

GreenBox Interactive Energy Management San Bruno, CA 2007 $1.0M

Cpower Energy Managing System New York, NY 2000 $33.7M

EnergyHub SG interface for Home Brooklyn, NY 2007 非公開

0#!!"#$"#%& !!G&

AMI System Major Vendors I Company Meter MCI MDM ①Revenue ②Major Customers ③Other info URL

Itron ①$1.6B ②San Diego（0.9M meters）、Edison（5.3M）、Center Point Energy（2.4M）、DTE Energy(2.6M)

http://www.itron.com/

eMeter ①Nonpublic （$11M?/2007）②Edison、Center Point Energy 、ONCOR、 Alliant Energy ③Signed contract: over 23M meters

http://www.emeter.com/

Sliver Spring Networks

①Nonpublic （Over $100M in 2009?）②PG&E（10M meters), FPL（4.5M）, Pepco Holding（1.9M）

http://www.silverspringnetworks.com/

Tendril ①Nonpublic ②Nonpublic ③Partner with Itron, GE, Intel, Silver Spring Networks

http://www.tendrilinc.com/

GridPoint ①Nonpublic ②Nonpublic ③Storage pilot with Xcel Energy, PHEV pilot with Duke Energy

http://www.gridpoint.com/

Eka Systems①Nonpublic ②Hartley bay city (Canada), http://

www.ekasystems.com/

Elster, Germany

①1.3Ｂ ②Salt River Project http://www.elstermetering.com/

Trilliant ①Nonpublic (Crossed the $100M revenue mark in 2008) ②Hydro One(0.75M)

http://www.trilliantinc.com/

SmartSynch ①Nonpublic ②Texas-New Mexico Power (Pilot), Duke Energy (Pilot) ③Officially partnered with AT&T

http://www.smartsynch.com/

IMAnet, Inc. 0#!!"#$"#%& 120&

!!"#$"#%&

0!&

AMI System Major Vendors II Company Meter MCI MDM ①Revenue ②Major Customers ③Other info URL

Ambient ①12.6Ｍ (2008) ②Duke Energy ③Partnered with Verizon http://

www.ambientcorp.com/

Echelon ①134Ｍ (2008)②Danish Utility Energoauditcontrol (Russia) http://www.echelon.com/

OsiSoft ①Nonpublic ②RWE npower、T&D Utility ③Partnered with Microsoft、Cisco、SAP、IBM

http://www.osisoft.com/

Landis + Gyr ①$1.36B (2008) ②PG&E、Arizona Salt River Project、French Utility EDF

http://www.landisgyr.us/

GE Energy ①$38Ｂ（GE Energy Infrastructure/2008）②Hydro One、FPL、Peoco Holdings、American Electric Power

http://www.gepower.com/

Sensus ①$670Ｍ (FY2009) ②Southern Company、Portland General Electric、Hawaiian Electric Company

http://www.sensus.com/

IMAnet, Inc.

Meters : Besides electricity meters (including those capable of wireless transmission of data), this term includes meter components and devices such as thermostats that are used to control electric devices

MCI : Meter Communication Infrastructure; Networking and communications infrastructure, including communication

devices and network management software, to collect and transmit meter information MDM : Meter Data Management; Manage and analyze meter information

0#!!"#$"#%& 121&

Smart Grid Applications & Market Sector Timeline

Application/Market 2010 2015 2020 AMI The first large-scale

deployments underway Substantial and growing market penetration and network infrastructure build-out

Significant and wide-ranging Implementation

Demand Response Limited reach (Mainly commercial and industrial customers)

Substantial market penetration for residential, commercial and industrial

Commonplace with a wide variety of end-user service programs

Grid Optimization A handful of utilities beginning distribution/substation automation projects

Sensor technology embedded on the distribution network; automation becoming routine

Dynamic Sensing everywhere: Grid becomes an intelligent Utility network

Distributed Generation Integration

Nascent Maturing, but still a small % of power generation

Approaching Mainstream More substantial presence:

Energy Storage A few pilots among progressive utilites

Expected technology advancement and increased Distributed Generation penetration will boost storage’s role

Vital role in supporting Distributed Generation

PHEV N/A Smart Charging V2G(Vehicle to Grid)

Consumer Energy Management Systems

Successful pilots continue to highlight cosumer demand

Gaining traction as set it and forget technologies make energy management simple and use and cost-effective

Routine, Web-based

IMAnet, Inc. 122 Source: Greentech Media0#!!"#$"#%&

IMAnet, Inc.

・ AMI (Automated Metering Infrastructure) ・ DR （Demand Response) ・ PEV （Plug-In Electric Vehcles) ・ Cyber Security ・ WASA （Wide Area Situation Awareness) ・ Market Communications ・ DG （Distributed Generation and Energy

Storage)

NIST Standard Road Map

0#!!"#$"#%& !0$& IMAnet, Inc.

Gov. NIST Standard/Security

0#!!"#$"#%& !0%&

IMAnet, Inc. 125

・ Electric Power Research Institute （Palo Alto、 CA）

・ >90% Utility firms are Involved ・ Prism Portfolio enables to follow Energy

Efficiency Road Map

EPRI： Collaboration

0#!!"#$"#%& IMAnet, Inc. 126

Gov.DOE Funding/R&D

0#!!"#$"#%&

!!"#$"#%&

00&

IMAnet, Inc.

Security

0#!!"#$"#%& !0E& IMAnet, Inc.

Local Regulation Status

0#!!"#$"#%& !0F&

IMAnet, Inc.

China Grid

0#!!"#$"#%& !0G& 130&

!"#$%&'$()&(*&%0.&+!H

By Engage Consulting

0#!!"#$"#% '()*+,-&'*./

131&

!"#$%&'$()&H:(#*&eVV2$%I*(4.:

By Engage Consulting

0#!!"#$"#% '()*+,-&'*./ 132

・ India　　TiE（The Indus Entrepreneurs）・ China　 CINA

（Chinese Information and Networking Association）

・ High-tech Companies / Smart People ・ Venture Funding ・ Californian Open and Collaborative

Culture

Asian and Silicon Valley

0#!!"#$"#%& '()*+,-&'*./&

!!"#$"#%&

0$&

133

・ Smart Grid Technology has just started ・ Opportunities are

Micro smart grid Business with Asia Watch and Learn Big players in the USA

・ Start from Silicon Valley is a SMART choice

Conclusion

0#!!"#$"#%& '()*+,-&'*./&