Smart Grid Drives Energy Metering Chip Market

According to the State Grid Corporation of China's smart grid development plan, the construction phase of 2011 has officially begun. In the next five years, the UHV power grid and supporting urban and rural power grids will be accelerated, and smart grid operation control and interactive service systems will be initially formed. Key technologies and equipment will achieve major breakthroughs and applications. In terms of China Southern Power Grid Corporation, in 2010, China Southern Power Grid completed more than 80 billion yuan of power grid investment, with a year-on-year growth rate of more than 90%. It is estimated that during the 12th Five-Year Plan period, the average annual grid investment of China Southern Power Grid will reach 100 billion yuan. At the Agricultural Power Work Conference held in early 2011, China Southern Power Grid announced that during the 12th Five-Year Plan period, it will invest 111.6 billion yuan for the construction and transformation of county-level power grids, complete the energization of 118,000 non-powered households in the company's power supply area, and fully complete the power grid. The households within the coverage area are energized and strive to build a new type of rural power grid that is safe, reliable, energy-saving, environmentally-friendly, technologically advanced, and standardized in management. At the same time, in the period of the 12th Five-Year Plan, China Southern Power Grid Corporation will transform all the unreconstructed rural power grids; the rural power grids that have been transformed but have insufficient power supply capacity due to the growth of power demand will be upgraded and transformed.

The rapid development of the power grid industry will inevitably promote the rapid expansion of the smart meter market size. In 2010, China's electricity meter production was 89.346 million units, an increase of 11.2% year-on-year. In the first half of 2011, this figure has reached 49.061 million sets, further demonstrating the strong growth momentum of the Chinese electric energy meter industry.

In the field of metrology chips in the upstream of the smart meter industry chain, as the proportion of electronic energy meter products has gradually increased, the demand for metrology chips has also gradually expanded. In the first half of 2011, the sales volume of China's energy metering chips has reached 48.60 million.

For the subdivided products, although the market share of single-phase energy metering chips and three-phase energy metering chips is 88.2% and 11.8%, respectively, in terms of quantity structure, in terms of sales, the single-phase metering chip market in 2010 The share is 64.1%, and the market share of the three-phase metering chip is 35.9%. The difference in the prices of single-phase and three-phase metering chips has led to different market share in sales and sales.

In terms of sales volume, the top three suppliers of single-phase energy metering chips in 2010 were Shanghai Belling, Ruineng Micro, and Quanquan Optoelectronics; and the largest supplier of three-phase energy metering chips was Quan Quanguang. Its 51.4% market share has become an important part of the company's revenue. In comparison, Shanghai Belling's three-phase energy metering chip accounts for only about 2% of China's total sales of three-phase energy metering chips. Sharp's current position is entirely based on single-phase energy metering chips.

On the whole, the top three companies in the market for energy metering chips (including single-phase and three-phase) in 2010 were Shanghai Belling, Ruineng Micro and Quanquan Optoelectronics. The market shares of Shanghai Belling and Ruinengwei were 24.0% and 21.9%, respectively, both surpassing 20%. The market share of Qiquan Optoelectronics was also around 13%.

At present, China's meter market for electric energy meters is not fully domesticated, and the technologies and products of international chip manufacturers still have a large market share. According to statistics, more than 20% of the market share of three-phase energy meter metrology chips is still in the hands of companies such as TDK, Analog Devices (Analog Devices, Inc.), and CirrusLogic. The market share of more than 25% of single-phase energy meter metrology chips is still CirrusLogic, TDK. , TI, ADI and other companies occupy. Domestic large-scale enterprises, including Quan Quan Optoelectronics, Shanghai Belling and Ruineng Micro, have a gap with foreign manufacturers in terms of knowledge accumulation, technology, and product R&D capabilities. However, due to the degree of understanding and the ability of domestic companies to understand the market of China's electric energy metering chip and the ability to provide services more prominent than foreign manufacturers, China's smart meter metering chip manufacturers have a huge market advantage in the smart grid construction environment.

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