convergence énergie télécoms - asprom · convergence énergie –télécoms asprom - adelit. 2...
TRANSCRIPT
1
hugues sévérac
dr of strategy for m2m communications
orange
6-7 avril 2011
convergence énergie – télécomsAsprom - Adelit
2
equipment monitoring
asset tracking
fleet management
supply chain optimization
inventory management
machine-to-machineprocess & costs reduction
telecom is being integrated in many sectorsthe beginning of the “internet of things”
smart metering & grids
consumer devices
connected car
home automation
smart cities
live product information
personalized objects
augmented reality
customer communities
remote diagnostic
cross-selling
ownership history
mainly B2B
mainly B2B2C
today‟s business
today‟s projects
tomorrow‟s revolution
2010 2015 2020
connected societyconnecting people & machines
virtual thingsdigitally enhanced things
B2B2C & B2C
time
market size
3
smart grids will happen
Expected increase of
the world’s population
4
but when ?
5
…maybe sooner than we think
2006
Source: Agence Internationale de l‟Energie nov 2010
6
1900 1950 2000
Source: Austin Energy
Production Transport Distribution Retail
7
2020
Source: Austin Energy
8
grids get smarter powered by near real-time flows of information
GenerationTransport
& DistributionSalesMetering Consumption
– User information
– Demand Response
– Energy management/efficiency
– New services
Automated Network Operations
° Demand/supply mgt
° Load management
° Power Quality
° Fault detections
° Self-healing grids
Mass Storage
- Renewable energies:
new sources,
capacity uncertainty
- Deferred investment with peak shifting
- Flexible demand
- Energy efficiency
- Energy production
- Electrical Vehicles
- Reliability & security
- Cost efficiency
- Distributed generation
- Network optimization
– New offers & services
– Usage based billing
Sm
art
Gri
ds A
pp
lica
tio
ns
Dri
vers
Information & Communication Technologies in the grid enables
- dynamic „real-time‟ flows of information for improved control & management
- more interaction between suppliers and consumers
– New players
– Micro-generation
- Deregulation
- New players:
energy suppliers,
energy efficiency service
providers
- Advanced information
- Remote reading
- Dynamic pricing and
payment systems
- Remote configuration
- “Real time” billing
- Smart device control
- Regulation
- Maintenance costs
reduction
9
telecom is critical in most of smart grids landscape
off site
home
B2BB2C
energy
efficiency
demand response
smart metering
distribution
automation
energy retailing
local production
energy production
electric vehicle
place
marke
t
smart home
telecommunications
skills critical
legend
10
smart grids is a network of networks of many subsystems
Ref EEGI
Source : NIST
smart grids value is supposed strong but highly debated and contingent
to national contexts (up to $130 billions per year in the US)
Source: McKinsey/ Smart grids benefits in the US$ 131
billions
Grand Total
key takeaway
load
management
smart
metering
distribution
automation
every country & every utiliy is different. business development crucial
cpl is dominant in europe for electricity: gprs for concentrators. up-to-date service platforms & maximum coverage, including roaming solutions
mesh network a real smart grid opportunity in the us . gas & water in europe
connectivity market: 13 M sim cards by 2015 for smart metering only
opportunity for integration services (message mangement). big integrators competition
market value is in avoided production capacity, normally at utilities‟
market ownership impacted by regulation. loi nome in france may open a market
france specificity: edf has 95% b2c market share.
uncertainty on amount of value and customers behaviors. large scale pilots needed
combination of specific tariff plans and smart meters & indoor remote control: home automation. telco well positionned
distribution networks (erdf-like) mostly unsupervised
big potential gains in voltage control
still unaddressed in europe or partially through smart metering
market for highly secured networks with low latency and high SLAs
13
telcos have a value proposition for smart grids
telecom networks
Flexible approach
─ Allow to address a wide range of
applications with different bandwidths
and different latency and loss
requirements.
─ Particularly valid for large distributed
network points (no oversizing)
Network integration
─ different networks can be integrated to
serve the functional need
Communication network
management
─ Management of networks, network
activities, and network devices (status
monitoring, fault detection, isolation, and
recovery);
─ Commitment on SLAs
Always up-to-date
─ The appropriate network according to
current and future functional
requirements
flexible answer to various types of smart grid telecommunication requirements
Smart Devices
Meters, Sensors, Switches, Appliances…
Telecom NetworksADSL, fiber, PL, GPRS, 3G, RF, Backhaul
Communication Data Mgt
Utility Apps
API
Op
era
tio
n &
Ma
inte
na
nce
Third party Apps
Telco
API
14
telcos bring a proven experience on critical grid
communication requirements
securityheterogeneity
Always onauthentication
bandwidth
standards
Wide area network
M2M on gprs or fix network
IPV6 IPVPN
Neighbourhood area network
Various access technologies
gprs, RF, adsl…
Home Area Network
Livebox ecosystem (wifi today, zigbee tomorrow)
devices remote management (10 M+ liveboxes)
15
Worst case
Best case
Dense urbanScarse pop.
Deserts
Peri-urban
Country
Area
Use Case
Total cost of ownership
PLC
GPRS
RF mesh
RF long range
PLC
GPRS
RF mesh
RF long range
PLC
GPRS
RF mesh
RF long range
there is no single anwer to technology choice
which technology for smart metering ?
16
telco best practice to network management is to
design it overlay: logical and sometimes physical
separation
managed service
network
management network
Inventory management
Fault management
Capacity management
Service quality and Performance management
Security management
critical processes
network conception guarantees possibility to get information and act even if
managed service is down
Logical separation
17
standardisation will be key for smart grid
WAN + (wireless) LAN
WAN only
more advanced servicesbasic operator service
2010
ETSI/M2M
ETSI/ERM
ETSI/SCP
orange strongly believes that
telecommunication solutions for utilities
must be open and interoperable
18
Open questions
when will distribution automation
take off ?
5 years ?
Pilots to get experience?
will dist. automation share same
infrastructure as smart metering ?
different functional requirements
different incentives
shouldn’t utilities networks be
managed by telcos ?
security issues
last mile issue
flexibility issues
obsolescence issue
competition issue
how to engage the customer
in demand response ?
business case
b2c expertise
home ecosytem
19
Home Automation actors are pushing a vision where
various appliances are always connected and easily
controlled
multiple use cases rich user interface
ubiquitous local
and remote control
the market is highly dominated by equipment vendors
even if new actors are entering
20
home automation today covers four different markets with
different sizes and different customer value propositions
energyelectricity, gas, water
monitoring (E,G,W)see what you use
demand response (E)reduce bill
controlling (E, G, W)optimize use
security
intrusionprevent intrusion
secure intruded place
hazard alertinglimit disasters
health
illness prevention
& monitoringmaintain health
remote carekeep in touch
home control
appliance control automate for comfort
access controlcomfort
surveillance (*)
tranquilize
20 M homes10 M electric meters new
generation (1)
10 M homes1,3 M monitored alarms (2)
80 % alarms non monitored
no installed base for fire sensors
6 M people13 M people (4) with chronic
diseases
4 M (3) people alone > 60 y. old
2 M homes0,4 M new homes/year (3)s
ize
(Fra
nce
)m
ark
ets
& v
alu
e p
rop
ositio
ns
save money protection comfort people care
Sources: (1) EDF; (2)Berg Insight; (3) Insee; (4) health lob
New
(*) indoor
biggest market potential
21
landscape is complex with multiple actors involved
energymonitoring other
security healthcare illness
home control
ma
nu
factu
rers
se
rvic
e
pro
vid
ers
sa
les c
ha
nn
els
do-it-yourself retailers
architects, building, installers
utilities
medical /
public Gvt
insurances
telcos ?
EDF, Poweo,
Direct E,
GDFVeolia
ELM
Leblanc
Daikin
Securitas, EDP
Prosegur
SagemDelta Dore, Somfy, Legrand, Schneider, Hager
Alertme, ZodiaNet… startups
house cleaning, pool
attendants, gardeners nurses &
doctors
get or keep customers through
service differentiation
reduce energy peak time usage
sell hardware thru diversified
sales channels
sell specific services to
expand installed base
reduce reimbursements
through limited risks
players and main objective pursued
reduce costs
22
23
high end customers want to use their existing digital
environmentnew devices in the home: dedicated, tv, smartphones, tablets
app stores
convergence with digital home (entertainment)
Open Peak Control4
iPhone/iPadTV App store
24
market could take off if organized as an open ecosystem
where partners can propose their services (B2B2C model)V
alu
e c
hain
positio
n
Devices
Telco
services
Business
application
Distribution
types of business models
B2C B2B2C B2B
• Sensors
• Actuators
• Home Appliances
• Infrastructure and box renting
• Alerting
• Portals
• Energy
• Security
• Home Control
• Health
•Telcos
• Utilities
• Insurers
•Retailers
• Installers
• Public welfare
Services
Devices
competition between business models
most likely to succeed
Products and services
most likely to
drive adoption
25
in the town
Orange M2M powering the imagination
building the Digital Home beyond
internet, voice and entertainment
- security
- energy efficiency
- comfort
at home
in the car everywhere
connecting the car for a secure and
carefree driving
- enhanced navigation
- call assistance
- pay as you drive
smart cities
- reduced traffic jam
- pollution and natural risks
control
- greener lighting and waste
handling
from health monitoring…
…to the Internet of Things
Thank You