Differences in smart meter components lead to increased market penetration of manufacturers

The invention of the smart grid has completely changed human understanding of electricity. At present, countries such as Western Europe, the United States, and Japan are all actively developing smart grids for energy conservation and carbon reduction. The overall smart grid includes power generation, transmission, distribution and customer premises. In the international market, Taiwan’s product instrumentation product catalog “National Compilation of Projects under Construction” has been booked, and it has gradually entered the supply chain of smart grids, but all are concentrated on “users” belonging to the end of the smart grid, that is, smart meters. .

The smart meter infrastructure (AMI) is mainly composed of a smart meter, a communication system, and a meter information management system (MDMS). Besides being able to replace manual meter reading, it can also support various tariff rates and provide users with energy. The use of information, and has the advantages of allowing users to spontaneously save energy, stop and restore power management, meter management and equipment asset management.

Although the threshold for the manufacturing technology of the smart meter body is not high, the threshold for entry into this market is high. First of all, the main customers of smart meters are not the public companies that are recruited by the new “Chinese Instrument Manufacturers Directory” of the power companies. These companies provide power to downstream customers for a long time. They have their own set of requirements for meter specifications. This is for new entrants. It will form an invisible threshold and it will be difficult to cross.

In addition, the components required for smart meters are highly functionally overlapped with electronic components that Taiwan is good at producing. The main difference is the tolerance of the environment. Meters and equipment are very demanding for the environment. After all, meter installations are either outdoors or in basements. These areas may be in high or low temperature environments, may be wet or dry areas, and are more likely to be eroded by sea breezes over the years, or Contact with various chemicals or gases. Smart meters must be able to operate in these environments. This is very different from the general indoor communication and communication products. Therefore, the smart meter or license is regarded as a microcomputer that needs to operate in a harsh environment and has a communication module. This enables those who are interested in investing in the field of smart meters to have the ability to produce highly environmentally tolerant parts.

At present, Taiwan has the ability to produce the entire group of smart meter manufacturers, mainly Datong and Zhongxing Electric. In addition, the key components such as sensing components, Netcom modules, and chips required by smart meters are also the places where Taiwanese factories are currently working hardest. For example, Zhouzhou has entered the supply chain of Kansai Electric Power Co., Ltd. of Japan and is responsible for the production of smart meters. The wireless communication module; and the production of home appliance communication chip Wang Jing, smart grid transmission equipment supplier text, Zhonglei, as well as the introduction of smart meter header and power line communication technology research and development has long Kang Shu, are currently ranked in the global supply of smart meters In the chain.

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