2013 -2014

ICT , ,
R&D .

.

, R&D
.

2013-2014
R&D
.

.
. ,

.

. .

2013 12

Contents
Part 1

Part 2

Part 3

Part 4

10

15

23

24

29

LED
.

39

40

46

53
54

61

Part 5

69
70

76

Part 6

83

84
88

Part

Part

.
1.
() (Grid)

(, )

( )

(, )

() (2011.5, )
7 *
- 3 MW 5 6
**
* (LIB), (RFB), NaS, , ,
(CAES),
** 5~20 1/2

()
2

- , , , ,

* ()10kWh , ()10~100kWh, ()30~500kWh, ()500kWh~

- , (xEVs) V2G

2.


* Frost&Sullivan

2013-2014

.
1.

() ,

-

* 6 (2013-2027) 27 12%, 20%

-

- , , , , 5

()

-

- ,

- , ,

< >

10

RPS

2013-2014

Part

(2012-2020)
() 2012 710

- R&D

* , PCS(Power Conditioning System) ,

< (2012) >

LIB

RFB

NaS

CAES

()

679

14

11

710

95.7

0.2

0.0

0.2

2.0

1.6

0.3

100

() 2020 8,629

- 2017

- ESS

()

10,000 8,629

9,000 8,000 6,512

7,000 6,000 -

4,962

5,000 -

3,767

4,000 3,000 -

1,957

2,000 1,000

0-

710

827

2012

2013

2014

2,359

2015

2,936

2016

2017

2018

2019

2020

< >

2013-2014

11

 (2012-2020)
(nascent market)

-

- 2020 76% 24%

()

10,000 -

5,273
3,356

4,406
2,106

8,000 6,000 4,000 2,000 -

0-

622
88

704
123

2012

2013

2,027
332

1,755
201

2014

2015

2,326
610

2016

2,960
806

2017

3,606
1,356

2018

2019

2020

< >

(2012-2020)
(2012 90%) , 2020
60%
()

10,000 -

LIB

RFB

NaS

CAES

8,000 6,000 4,000 2,000 -

0-

2012

2013

2014

2015

2016

2017

< >

12

2013-2014

2018

2019

2020

Part

2.
(2012)
2012

* EPRI 150$/kWh~250$/kWh, 100$/kWh

(R&D--) , ,

* Frost&Sullivan( ), (SET-Plan, EPRI)

< (2012) >

Frost&Sullivan($/kW)

SET Plan(/kWh)

EPRI($/kWh)

LIB

500-700

500-1,000

800-2,500

RFB

1,000-1,300

400-600

620-740

NaS

750-1,500

400-7,500

520-550

1,500-2,500

300-500*

325-350*

1,500-2,000

1,100-2,000

CAES

1,850-2,750

200-250

60-430

3,000-3,600

3,000

7,800-8,800

* R&D 2020

(2012-2020)
2012~2020

- , NaS, CAES
2020
($/KW)
4,000 -

LIB

RFB

NaS

CAES

3,000 2,000 1,000 0

2012

2013

2014

2015

2016

2017

2018

2019

2020

< >

2013-2014

13

3.
: R&D ,
K-ESS 2020 * 2020 6.4 R&D
(R&D 2, 4.4)
* (11.5, )

< >

R&D

2011

2012

2013

( : )

2014

20151)

2016~2020

376

391

455

488

385

2,951

5,046

1,128

1,174

1,366

1,465

1,154

8,854

15,141

1,504

1,565

1,821

1,953

1,539

11,805

20,187

840

1,375

2,306

3,058

2,578

34,243

44,400

, Nesscap, , , SK 1,770
R&D (2012 )
< >

Nesscap

SK

RFB

NaS

CAES

LIB

R&D

100

170

200

300

1,000

(SDI, LG, SK )
(Nesscap, LS ) 90%

- ,

* : ( 5,258), ( 3,600)

- ,
NaS, ,
- CAES , ,

1) 2015 R&D : 2014 2015

14

2013-2014

Part

.
1.
()

- (Tier I) SDI, LG, SK, ,

, EV,
- (Tier II) (cathode), (anode), (electrolyte), (separator)

< >
Tier I

Tier II

SDI, LG, SK, ,

Anode

Cathode

Electrolyte

Separator

L&F
EM

STM

GS

SK
LG
SDI

* PCS

()

- (Tier I) ZBB
, 2015
- (Tier II/III) , , BOP, PCS /
< >
Tier I

Tier II

Tier III

, , SK, OCI
Electrolyte

Stack

BOP

PCS

LS

Redox Couple

Solvent Support

Electrode

Membrane

Bipolar Plate

GS

KETI

KETI

2013-2014

15

 (NaS ) NGK

- (Tier I) NaS

- (Tier II/III) (electrode), (electrolyte), (sealant) BMS, PMS

< NaS >
Tier I

Tier II

Tier III

Na

BMS

PMS

ICT

ICT

Electrolyte

Case/Coating

Electrode

Sealant

SK Solmics

( )

- (Tier I) LS, Nesscap, 3 , ,

UPS,
* ENERCON LS

- (Tier II/III) (solvents), (active carbon), (insulator) BMS

< >
Tier I

Tier II

Tier III

LS, Nesscap,

BMS

LS

,
,

LS

,
,

Active Carbon

Solvents

Insulator

Collector

, PCT

SK

None

K-JCC

() R&D

- SDI, LG ,

16

2013-2014

Part

(CAES) R&D

- (Tier I/II) CAES ,

- (Tier III) , , , ,

< CAES >
Tier I

Turbine

Combustor

KARI

SK E&C

Tier II

Impeller

Intercooler

Combustor

Blade

Heat
Exchanger

Shaft
Excavator

TCT

KARI

Tier III

() R&D

- (Tier I) ,
R&D
* 350kW/35kWh

- (Tier II) Rotor, , , / , ,

, , KAES
- (Tier III) (hub), (composites), (superconducting core), (electromagnet), (chamber)
< >
Tier I

Rotor

Power Converter

Bearing

Generators/Motors

KAES

Tier II

Hub

Composites

Superconducting
Core

KM

Tier III

Electromagnet

Chamber

2013-2014

17

2.

()

*

()

* (DR)

, ,

< >

LIB

( )
- 

RFB

( ) 6kWh

- 

NaS

( ) La reunion 1MW NaS

-

CAES

( ) (Soitec) (Maxwell Technologies)

-

( )
- MTA

18

( Huntdort) E.ON CAES

-

( FP7) Zinc-air
- C-Tech innovation, CEST, Fuma-Tech, Green Power Technologies, E.ON

2013-2014

Part

3.
() 1994~2012 , ,
CAES
< () >
LIB

RFB

NaS

CAES

28,907

1,689

1,623

2,566

21,598

888

3,586

() , ,

< >

LIB

1. SDI
2. Sony
3. Sanyo

1.
2.
3.
(: 5)

1. Schaefer, Tim
2. Dahn, Jeffrey
3. Hying, Christian

1994

RFB

1. Sumitomo Electric Industries

2. Kansai Electric Power Co.
3. Squirrel Holdings Ltd.

1.
2.
3. WIPO
(: 6)

1. Tokuda Nobuyuki
2. Shigematsu Toshio
3. Kumamoto Takahiro

2003

2009

NaS

1. NGK Insulators Ltd.

2. Hitachi Ltd.
3. Tokyo Electric Power Co.

1.
2.
3.
(: 6)

1. Mitsuyoshi Tadahiko
2. Ando Takashi
3. Kurqashima Yoshihiko

2000

2009

1. Gillette Co.
2. Cabot Corp
3. AER Energy Resources Inc.

1.
2. WIPO
3. EU

1. Hampden Smith
2. Kodas, Tovio T.
3. Caruso, James

2000

12

1. Access Business Group Int LLC

2. Seiko Epson Corp.
3. National Center for Scientific
Research

1.
2.
3. WIPO
(: 6)

1. Baarman, David
2. Soroca, Adam
3. Yang, Tai-Her

1994

1. Lightsail Energy Inc.

2. General Electric
3. Alstom Technology Ltd.

1.
2. WIPO
3.

1. LIeberman, Paul
2. Enis, Ben M.
3. Fong, Danielle

2009

1. Luk Lamellen&Kupplungsbau
2. General Electric
3. Beacon Power Co.

1.
2.
3. EU
(:10)

1. Kumar, Ajith Kuttannair

2. Reik, wolfgang
3. Jaeckel, Johann

1994

CAES

2013-2014

19

4. Mapping
:
, , ,

: , NaS , CAES
() ,

(NaS ) ,

(CAES) , , ,

:
, ,

: ,
R&D

High

LIB

RFB
NaS
CAES

Low
Low

< Mapping >

20

2013-2014

High

Part

Part

.
1.
(Green Car)
CO2 (Zero Emission)

 CO2
( ) () ,
2

- ,

() (HEV),
(PHEV), (EV), (FCEV)
* 5 ,

*

< >

HEV
PHEV
EV
FCEV

5km



150-160km ,

2.


* Frost&Sullivan

2013-2014

23

.
1.

()

- CO2 94%

* CO2 2020 95g/km ,

*

-

-

()

- 60%

- 5 , 30

- ,
EV, HEV, PHEV
< >

24

()

2013-2014

Part

(2012-2020)
() 2012 1 2 2012
40 3%

- 97% 1

* , , (
1.6% (2011) 3%(2012))

- (97%) 2012

-
2013.7
* () 2010 9 , () 13.7 2 ,
() 13.7 2

< (2012) >

HEV

PHEV

EV

FCEV

()

11,850

338

12,194

()

37,030

750

37,785

(%)

(97.18)

(0.00)

(2.77)

(0.05)

(100.00)

() 2020 6 6

-
5 (CAGR 33% )
()

10,000 -

FCEV

EV

PHEV

HEV

8,000 66,280

6,000 -

59,751
48,140
37,421

4,000 2,000 -

0-

12,194

13,386

2012

2013

17,124

2014

22,977

2015

28,608

2016

2017

2018

2019

2020

< >

2013-2014

25

xEVs (2012-2020)
(2012 97%),
2020 68%

- (HEV) 2020 4

*

- (PHEV) 2015 2020 4 6 ,

*

- (EV) 2020 1 ,

* GM, , BMW 14
*
10%

- (FCEV) 2020 5

* 1 ,

< xEVs >

26

(: )

2012

2013

2014

2015

2016

2017

2018

2019

2020

HEV

11,850

12,864

14,430

19,650

22,960

28,620

35,490

43,300

43,260

PHEV

105

466

1,024

1,953

2,674

3,458

4,620

EV

338

467

2,542

2,772

3,799

5,343

7,376

9,513

13,400

FCEV

55

48

89

825

1,505

2,600

3,480

5,000

Total

12,194

13,386

17,124

22,977

28,608

37,421

48,140

59,751

66,280

2013-2014

Part

2.

2012

- , , ,

* ,

< (2012) >

(: )

HEV

PHEV

EV

FCEV

32

36

45

120

(2012-2020)
2015 2020
50%

-

- 2020

()
140 -

FCEV

EV

PHEV

HEV

120 100 80 60 40 20

0-

2012

2013

2014

2015

2016

2017

2018

2019

2020

< >

2013-2014

27

3.
: R&D ,
R&D , ,

* 2012 850, 13

30%
,
< >

(: )

2011-2015

2016-2020

2021-2030

HEV

4,497

5,417

3,042

12,968

EV

5,591

5,246

7,380

18,367

FCEV

5,924

3,380

2,766

12,070

16,012

14,043

13,188

43,405

* (2010)

2012 2015

- 2012 YF, K5 2 35,000* ,

2011 85%
* 12 153(CAGR 77%)

2020 38
83%
* ,
()

120,000 -

FCEV

EV

PHEV

HEV

100,000 -

82,340

80,000 54,485

60,000 40,000 20,000

0-

11,323

2012

15,854

20,625

2013

2014

26,910

2015

32,972

2016

< >

28

2013-2014

63,900

42,485

2017

2018

2019

2020

Part

.
1.
HEV
,

- LG , GM ,

- Tier

HEV
, GM Korea

LG

LS

DC/IC

LS

LS

LS

LS

< HEV >

2013-2014

29

PHEV

- 2014

PHEV

LG

LS

DC/IC

LS

LS

LS

<PHEV >

30

2013-2014

Part

EV
SK
,

- ,

EV

GM Korea

/(IT)

LDC

LS

LS

SK

LS

< EV >

2013-2014

31

FCEV

- iX
-

FCEV

FPS

APS

BOS

TMS

LS

< FCEV >

32

2013-2014

ENK

Part

2.

( )

* ( 75%)

- ( ) OEM

- ( ) , ,

- () , , ,
50%
- ( ) ,

( )

(OLEV*)

* OLEV(On-line Electric Vehicle) :

Tesla

-  (Well Fargo, US Bank)

- Model S

Better Place
- 
-  , ,

E-car sharing
- 
- /
- 

- GM, Nissan, Ford, Mitsubishi Geek
Squad

2013-2014

33

3.
() 2003~2013 HEV, EV, FCEV, PHEV
< () >
HEV

PHEV

EV

FCEV

28,407

3,853

10,183

7,801

() , ,
, , , LG

< >

1.
HEV

2. Ford Global Tech

3. GM Global Tech

PHEV

3.
(: 4)

1. Lee, Jin Kyu

2003

2. Yoon, Jong Moon

3. Kim, Tae Yong

1. Lee, Jin Kyu

2. LG

2.

2. Yoon, Jong Moon

3.

3.

3. Lee, Bumhyun

1.

1. Mitsuyoshi Tadahiko

2.

2. Ando Takashi

3.

3. Kurqashima

2009

(: 5)

Yoshihiko

1. Horie Hideaki

2008

2. GM Global Tech

1. Toyota Motor
2. Honda Motor
3. Toyota Motor

34

2.

1.

3. LG

FCEV

1.

1.

1. Nissan Motor
EV

2013-2014

1.
2.
3.
(:5)

2. Kim, Yong Sam

3. Shen, Xi

2009

2000

Part

4. Mapping
: HEV

: EV, PHEV

: FCEV

-

-

High

HEV

EV

PHEV

FCEV

Low
Low

High

< Mapping >

2013-2014

35

3 LED

Part

Part

LED

.
1.
(LED ) LED , 2~10

() (chip), (package), (module), (fixture) LED 4
(component)
< >

(Chip)

LED .
, (+)

(Package)

LED
,

(Module)

, LED

(Fixture)

LED ,
. LED .

() LED
6
* , ,

2.


* Frost&Sullivan

2013-2014

39

.
1.

() LED LED

- 2020 LED 2015

30%, 2020 60%
* 17% , LED

- LED CFL, ,
80%
- LED

() LED LED

- LED ,

* 2012 LED 211 , Top 3 , LED , (
678, 32% )

- CFL

- LED

< >

40

LED

2013-2014

Part

LED

(2012-2020)
() 2012 LED 4.3 19.4%

- , , , LED

* , , ,

< (2012) >

()

()

Chip

1.16

27.0

0.17

4.0

0.30

7.0

Package

0.30

7.0

0.34

7.9

Module

0.86

20.0

2.07

48.1

Fixture

1.98

46.0

0.73

17.0

0.69

16.0

4.30

100.0

4.30

100.0

() 2020 LED 15

- LED 2016
20%
- , (, ), 2012-2020

* 2016 LED LED

()
18 -

16 14 12 10 86420

15.5
12.5
10.3

4.3

2012

5.0

2013

5.6

2014

6.3

2015

7.3

2016

8.6

2017

2018

2019

2020

< >

2013-2014

41

 (2012-2020)
LED

- LED
10~20%
* (LED &) 1%, 13.5%
* (LED ) 24.3%, LED LED

* (LED ) 20.4%, ,

()
18 - Chip
16 -

14
12
10
8
6
4
2
0

Package

Module

Fixture

2012

2013

2014

2015

2016

2017

2018

2019

2020

< >

* LED R&D

Chip
7.0% Package 5.0%
Chip
27.0%

Fixture
46.0%
Package 7.0%

Fixture
57.0%

Module
31.0%

Module
20.0%
< Breakdown, 2012 >

42

2013-2014

< Breakdown, 2020 >

Part

LED

(2012-2020)
,

* () 17.4%
* () , , , ,
8.9%
* () , , LED 11.5%
* () 23.1%~28.1% , , LED

()

18 -

16 14 12 10 8642

0-

2012

2013

2014

2015

2016

2017

2018

2019

2020

< >

2020 33%
(2012 18.9%)

7.9%
4.0%

15.0%

7.0%
48.1%

16.0%

17.1%

< Breakdown, 2012 >

11.0%
48.0%

7.0%
10.0%
9.0%
< Breakdown, 2020 >

2013-2014

43

2.
(2012)
LED , , , ,
,
* LED , OLED

< LED (2012) >

(/60W)

67,500

790,000

67,500

179,000

378,5000

(2012-2020)
LED , 2012-2020
10~20%

- 2016 2020

()

900,000 -

Bulbs
Street Lights
Panels
Ceiling Lights and Sensor Lights
Outdoor Lights and Flood Lights

800,000 700,000 600,000 500,000 400,000 300,000 200,000 100,000

0-

2012

2013

2014

2015

2016

2017

2018

2019

2020

* ,

< LED >

44

2013-2014

Part

LED

3.

2008 , LED , ,

- LED , , LED

* 2012 LED

< >

2009-2013

< >
2014-2018

1.25

1.52

2012

2013

4,000

2,000

R&D

4,500

3,000

LED LED
R&D
< R&D (2012) >

Fixtures

R&D

40

225

K
,
Fixtures
20

M
,
Fixtures
50

S
,
Fixtures
3,000

D
Fixtures
135

* , R&D

10~15% LED

- LED

* , LG LED /

1 40% (20.4%),
(19.4%), (4.5%), (2.3%)
< LED >

2010

2011

2012

()

5,976

8,195

1,1161

LED ()

600~900

820~1,220

1,100~1,670

2013-2014

45

.
1.

LED

LED

LED

LED

Gross Margin

39%

22%

37%

Operating Margin

12%

6%

12%

Low Margin

High Margin

< LED (margin) >

LED , ,

- (LED ) LED

- (&)
- (LED ) ,

< LED >

46

, LG ,

LST, LED

PhilipsLumi LEDs
Future Lighting Solutions
Philips Solid State Lightings
OSRAMOpto Semiconductor
Nichia, Cree, Tritonic Optonics

, LG, ,
,

PhilipsLumi LEDs
Future Lighting Solutions
Philips Solid State Lightings
OSRAMOpto Semiconductor
Nichia, Cree, Optonics

Fixture

, LG, LED
LED ,
,,

PhilipsLighting, TIR System

Color Kinetics, Osram Sylvania
GE Lighting, GELumination
LLF, Zumtobel, Redon Lighting
Panasonic, Sharp

2013-2014

Part

LED

2.

LED

-

< >

LED R&D
,

 ,
, , ,

 ,
,

 LED
, COB

GaN on Si
Flip Chip
Remote
Phosphors
COB
Embedded
intelligence/Smart
Lighting

, IT

- ( ) R&D
R&D
* LED

- ( ) IT ,
2020
* () , IT PC

 nPola
-
(100lm500lm)
60W LED 1020
12

 GE


R&D,

IT
 LED
LED-IT
LCD, ,
IT , R&D,
,

2013-2014

47

3.
() 1993~2012 , ,
(downconversion), (fixture)
< () >

14,495

1,637

481

202

() LED , , ,
LG, LED
< >

1. LG
2. LG
3. Advanced Optoelectronic
Tech.

1.
2.
3.
(: 4)

1. Wang, Bing-long
2. Baek, Jong Hyeob
3. Yu, Young Moon

2009

1.
2.
3. LG

1.
2.
3.

1. Baek, Jong Hyeob

2. Lee, Seung Jae
3. Lee, Su Yeol

2005

1. Toshiba KK
2. Toshiba Materials
3.
1. Koninkl Philps Electronics NV
2. Cree Inc
3. Ruud LIghting Inc.

1.
2.
3.
1.
2.
3.

1. Shirakawa, Yasuhiro
2. Takeuchi, Hajime
3. Li, Yi-Qun
1. Shim, Hyun Seop
2. Rund, Alan J.
3. Wilcox, Kurt S.

2010

2009

Sapphire

LED

Plessey, Osram Opto, Bridgelux, Azzuro

Chip

Silicon

Upstream

SiC

Cree

GaN

Soraa

Lateral

SemiLEDs, Verticle

Vertical

Osram, Semileds, Cree, Lumileds, LG

Chip Design

Flip Chip

Philips, Lumex, APT electronics

&

Molded Lead frame

Cree, Philips

Packaging

Chip on board

Nichia, Citizen, BridgeLux, Cree

Neopac Opto, TSMC, Micron Tech, Cree

Texas Instruments, SUSS Microtech

Nichia

Intematix, Cree, Philips

QD Vision Inc., Philips

8
7

Wafer level
3D
Downconversion

Phosphor
Remote Phosphor
Quantum dots

* 1, 9

48

2013-2014

Part

LED

4. Mapping

:
LED LED

: (Fixture)
LED ,

- LED

: &
lm/W , LED

High

Low
Low

High

< Mapping >

2013-2014

49


:
LED

: , ,
LED

- () LED

- ()

- () LED

: ,
R&D

High

Low
Low

< Mapping >

50

2013-2014

High

Part

Part

.
1.
() ICT ,

(Grid)

ICT (Smart)

* (2010), ()

() , , , ,
5
< >

(Smart Power Grid)

(Smart Place)
(Smart Service)

HVDC, FACTS
Distribution Automation, Substation Automation
EMS, SCADA, WAMS, DEMS
AMI
xEMS, BEMS, HEMS, FEMS
Demand Response

(Smart Transportation)

Slow and fast chargers

V2G chargers

(Smart Renewable)

Renewable Energy Integration

Distributed generation
Microgrid

2.


* Frost&Sullivan

2013-2014

53

.
1.

() , , , ,

- 2011.9 HVDC FACTS, SCADA, WAMS

* (1,277MW(2012) 3,262MW(2020)), 6 )

- , AMI, xEMS (TOU), (DR)

* // 80,374MW(2013) 100,829MW(2020) 3.5%
(6 )

- , (2012 EV 750, HEV 37,030),

2020 100 V2G
() ,

-

- AMI

* () AMI , () , () , () EV

< >

54

2013-2014

Part

(2012-2020)
() 2012 3,947

- ( ) HVDC 2012 2,900

, 5
- ( ) AMI 3.9% xEMS
2012 874
- ( ) 2012 52.5MW (DR)
34
- ( ) , EV
2012 51
- ( ) 2012 ESS 88
< (2012) >

()

2,900

874

34

51

88

(%)

73.5

22.1

0.9

1.3

2.2

() 2020 2.5

-
(DR) (TOU)
- 2014 , HVDC ,

- 2018 HVDC , , ,

()

3,000 2,500 -

24,404

24,795

2019

2020

2,000 1,500 -

12,301

1,000 500

0-

3,947

3,755

5,205

2012

2013

2014

6,770

2015

14,284

8,394

2016

2017

2018

< >

2013-2014

55

 (2012-2020)
5

- () 5 , 22.7%
2020 1.5
* 20 HVDC, FACTS, DAS SCADA, WAMS, EMS

* LSIS, , , 80%
ALSTOM, ABB, GE, Siemens

- () AMI xEMS 10.9%

2020 1,998
* (AMI ) 13~20 AMI 2,900
* (EMS ) 15 // EMS EMS 5

- () , 61.4%
2020 1,568
* (DR ) 12 52.5MW13 106.9MW16 1,084MW20 3,692MW

- ()
71.2% 2020 3,770
- () ESS 52.7%
2020 2,602
* (ESS ) 15 57MWh 20 600MWh
()

3,000-

2,500 -

2,000-
1,500 -

1,000 -

500-

0-

2012

2013

2014

2015

2016

2017

< >

56

2013-2014

2018

2019

2020

Part

2.
(2012)


Fast Chargers (/unit)
Slow Chargers (/Unit)
EMS (/unit)
DAS(/Unit)
FACTS (/100MVAR)
HVDC (/MW)
(/kW)
BEMS ()
FEMS ()
HEMS ()
AMI-/ ()
AMI--S-type ()
AMI--G type ()
AMI--E type ()

100,000

200,000

300,000

400,000

500,000

600,000

700,000

800,000

< (2012) >

AMI 30%

- () AMI 30% , 25%, MDMS 5%,

40%
- () 40% , 11%, MDMS 10%,
39%

30%

40%

Meter

Data
Management System

5%
25%

40%

39%

 /

11%

10%

< AMI Breakdown >

2013-2014

57

 (2012-2020) 1)
() HVDC, FACTS 2018

- EMS, DAS

HVDC (/MW)

FACTS (/100MVAR)

EMS (/unit)

DAS(/Unit)

400,000 350,000 300,000

250,000

200,000 150,000 100,000

50,000

2012

2013

2014

2015

2016

2017

2018

2019

2020

< >

( : AMI) AMI

- 2015 AMI

AMI--S -type ()
AMI--G type ()
AMI--E type ()
(/kW)
AMI-/ ()

600,000 500,000 400,000 300,000 200,000 100,000 0

2012

2013

2014

2015

2016

2017

< (AMI) >

1) , ESS

58

2013-2014

2018

2019

2020

Part

( : xEMS)
5%

- 2016 5~10%
HVDC (/MW)

FACTS (/100MVAR)

EMS (/unit)

400,000 350,000 300,000 250,000 200,000 150,000 100,000 50,000 0

2012

2013

2014

2015

2016

2017

2018

2019

2020

< (xEMS) >

( ) 5% 5~10%

- EV 2020 50%
Slow Chargers (/Unit)

400,000 -

Fast Chargers (/unit)

350,000 300,000 250,000 200,000 150,000 100,000 50,000 0

2012

2013

2014

2015

2016

2017

2018

2019

2020

< >

( ) MW (2018
5% )

2013-2014

59

3.
: R&D ,
20092012 665

- 1 20092011 168
6,000
- 2 2012~2013
73% R&D 26%, 1%
< , 2009-2013() >

195

98

170

815

60

120

130

360

110

314

665

1,707

LSIS, ICT, KEPCO KDN, SK, KT

< , 2012-2013() >

2012

2013

525

620

69

160

25

68

246

100

64

276

929

1,224

HVDC, (DAS)
2012
< (2012) >

60

2,956

414

29

2013-2014

Part

.
1.
( )

- (Tier I) LSIS, , HHI, KDN,

- (Tier II) HVDC , AC/DC , SCADA/EMS, DAS,

- (Tier ) , , , VRE, CTR, , , HMI,
IED, PLC
< >
Tier I

Tier III

, LSIS, , ,
HVDC
Valve

AC/DC
Facilities

SCADA/EMS/
WAMS

Management
&Protection

DAS

LSIS

HHI
,
LSIS

LSIS,
,
21
KDN, HHI

LSIS,
HHI

LSIS,

HVDC

SCADA/EMS/WAMS

Cooling
Valve Module
System
Tier III

LSIS

VRE

LSIS

LSIS

HMI

IED

PLC

LSIS, , HHI
HHI

AC/DC facilities

, ,
KDN,

Management&Protection

CTR

Filter&SR

Converter

HMI

ADDC C&P

RTDS

LSIS, HHI

LSIS

LSIS
, HHI

LSIS
, HHI

LSIS
, HHI

( )

- LG C&S, KDN, SDS, , LG U+, , E&G, ,

, DR
< >
Tier I

Tier II

, KDN, KT, , IDRS, KICCI, Xelpower, LSIS, , ,

KDR, Kolon-en , LG U+, SK

2013-2014

61

 ( ) AMI xEMS

- (Tier I) KDN, LSIS, , SK, , KT, LG U+ OEM

- (Tier II) AMI xEMS Tier I

- (Tier ) AMI , MDMS, DCU, xEMS
HMI
< >
KDN, LSIS, , SK, KT, LG U+, SDS
, , SK, LG CNS, KT

Tier I

Tier II

AMI

xEMS

KDN, LSIS,
SK, KT, LG U+

SDS, ,
SK, LGCNS, KT

AMI

Tier III

LSIS
Mitec
Pstek

Wizit

xEMS

MDMS

DCU

KDN
LSIS
KT

KDN

LSIS
LOenK
KT
LG U+

Palnet
LOenK
Crenus

SK
LG U+

TSC
Radiopulse
Maxfor

IHD

INSOFT

GREENIT

Palnet
LOenK
Crenus

SK
LG U+

TSC
Radiopulse
Maxfor

Power
Reliavility and universal service
Cost savings and personalixation
Environmental impact reduction

Service
providers

Revenue
Information
Services
Environmental
impact
Reduction

Service
providers

Revenue
Power
Information
Demand response

62

2013-2014

Revenue
Information
Services
Environmental
impact
Reduction

End Users

Part

2.

, ,

* , ,

-

* , , ,

, DR,

- Texas A&M (2010)

(&)

(- HVDC ) EU Trans-European

, ENEL PPC
ABB (400kV HVDC, 500MW)

()

2014 3, 2020 350

: Toshiba, Itron(), Iskraemeco(), Elster()

()

 OGE Silver Spring Networks

DR

()

 , ,

, 20MWh, 60MWh

()

2015 EV EU IBM EV

2013-2014

63

3.
() 2003~2012 (DR)

< () >

4,731

1,391

209

943

1,474

() , , EU, , , LG ,

2010~2011 ,
(2007)
< >

64

1. GE
2. LG
3. ABB

1.
2.
3.

1.Nasle, Adib
2. Wimmer, Wolfgang
3. Bertness, Kevin

2011

1.GE
2. LG
3. ITRON Inc.

1.
2. EU
3.

1.Lee, Hoonbong
2. Kim, Yanghwan
3. Lee, Koonseok

2011

1.GE
2. SPIRAE Inc
3.

1.
2. EU
3.

1.Farb, Daniel
2. Van Zwaren, Joe
3. Farkash, Anvor

2007

1.Sumitomo Electric
2. Kansai Electiric Power
3. SGL Carbon SE

1.
2.
3.
(: 5)

1.Shigematsu Toshio
2. Tokuda Nobuyuki
3. Kumamoto Takahiro

2011

1. V2GREEN Inc
2. UNIV TULANE
3. Witricity Corp.

1.
2.
3. EU
(: 5)

1. Kesler, Morris P.
2. Hal, Katherine L.
3. Kurs, Andre B.

2011

2013-2014

Part

4. Mapping
: /
, ,

AMI ,

:
, , V2G

:
, , ESS
R&D

:
(TOU) (CPP)
R&D

High

Low
Low

High

< Mapping >

2013-2014

65

Part

Part

.
1.
((Energy Efficient Building, EEB))


() (EEB) , (EMS),
(HVAC) 3
< >

(EMS)

BEMS

HEMS

(HVAC)

FEMS

Hybrid

() , , , 4 , EMS,
HVAC
* (EMS, HVAC) , , , 4
** () , , 3

< >

, ,

, ,

2.


* Frost&Sullivan

2013-2014

69

.
1.

() ,

-

* 9 : (1990) 2,321 (2020) 2,562

- , ,

- ,
(Green)
() , , ,

- ,

-

-

< >

70

2013-2014

Part

(2012-2020)
() 2012 3.9

- HVAC 50% , ,
BEMS
* ( 3.8) 2.0%

< (2012) >

() 737.0
(%)

18.9

EMS

HVAC

BEMS

HEMS

FEMS

Hybrid

171.4

758.0

283.0

8.3

22.2

1,644.8

17.6

264.5

4.4

19.4

7.2

0.2

0.6

42.1

0.5

6.8

-
1%

2.6%

7.9%
8.5%

7.1%
31%

22.6%

34.5%

HVAC

EMS

67.7%
49.1%

68%

< (2012) >

() 2020 5 (CAGR 3.1%)

- 2015 , ,
(0.4~2.8%)

-

()
6,000 3,922

4,063

4,211

4,405

4,608

5,006

3,907

3,952

4,797

3,829

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

5,000 4,000 3,000 2,000 1,000

0-

< EEB >

2013-2014

71

 (2012-2020)
() 6.3%, 3.1%,
3.1%
()

3,000 -

2,000 1,500 1,000

-

2,500

500

0-

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

< >

(EMS) EMS BEMS

1.0~2.0%
* , , , 20 EMS

()

400 - FEMS
350 300 250 200 150 100 50 0
2011

HEMS

2012

2013

BEMS

2014

2015

2016

2017

2018

2019

2020

< >

(HVAC) HVAC 40%

HVAC 2020 23.9%
()

2,500 - Hybrid

2,000 1,500 1,000 500

0-

2011

2012

2013

2014

2015

2016

2017

< HVAC >

72

2013-2014

2018

2019

2020

Part

(CAGR ) HVAC
, ,

- 2020

30.00% 23.85%

25.00% 20.00% 15.00% 10.00% -

6.28%

5.00% 0.00%

3.06%

3.10%

2.01%

1.01%

1.80%

BEMS

HEMS

FEMS

2.10%

1.44%

Hybrid

< >

(2012-2020)
85%

- ()
- (EMS) ,
- (HVAC)
* (2012) 34.5%, 65.5% (2020) 37.5%, 62.5%
()

6,000 -

5,000 4,000 3,000 2,000 1,000 -

0-

2010

2011

2012

2013

2014

2015

2016

2017

2018

2019

2020

< >

2013-2014

73

2.
(2012)
() , , , ,

(US$/MT)

3,976.0

2,005.6

Price of insulation
(US $ per MT)

< (2012) >

6,000 5,000 4,000 3,000 2,000 1,000 0-

4,771

4,400

3,181
2,100

EPS XPS
PU
PE
(Thermal)

2,549
1,462

Glass Mneral
Wool Wool

< >

(HVAC) AC ,
< (2012) >

(US$/MT)

HVAC

400.0

HVAC

1,500.0

(2012-2020)

- ()
- (HVAC) ,
3.0%
($/MT)

6,000 5,000 -

($/MT)

HVAC

HVAC

1,500 -

4,000 3,000 -

1,000 -

2,000 -

500 -

1,000 0 2012 2013 2014 2015 2016 2017 2018 2019 2020

< >

74

2,000 -

2013-2014

0 2012 2013 2014 2015 2016 2017 2018 2019 2020

< HVAC >

Part

3.
: R&D
R&D 2011
2012~2020 1,281
< R&D >

( : )

2012

2013

~2015

~2020

115

290

290

280

975

27

133

70

76

306

142

423

360

356

1,281

HVAC , HVAC hybird, , 1

(2012 )

- () , EPS ,
, ,
- (EMS)

* EMS , LG, , LSIS

- (HVAC) HVAC , , UAE

* , LG

()
450 -

400 350 300 250 200 150 100 50 0

419.6

298.5

324.3

165.3

0.0

1.5

3.0

8.0

20.0

HEMS

FEMS

BEMS

< (2012) >

2013-2014

75

.
1.

() ,
OEM

- B2C(business-to-consumer)

*

OEM

< >

(EMS)

( )

( )

OEM

OEM

< EMS >

76

2013-2014

OEM

Part

(HVAC) B2B B2C

- B2B , B2C

Business-to-Consumer(B2C)

Business-to-Business(B2B)

OEM

OEM

< HVAC >

()
< >

25-30 , 800

KCC, , LG , , L&C, OCI, , , , LH The Green,

KOLON, , , , Resin, Myunji, , , Boowong, GPS ,
, , T&I,

(EMS)
< EMS >

EMS

15-20

SDS, KT, SK ,

(HVAC) , ,
< HVAC >

HVAC

20

, LG, , ,

2013-2014

77

2.

ESCO

- ESCO(Energy Services Company) ESC, EPC, IEC ESCO

Super ESCO, ESCO/leasing
*

< ESCO >

(Energy Supply Contracting) ESCO

ESC
 E.ON ESCO 1,067
25% CO2

(Energy Performance Contracting) ESCO

EPC

 28

(Integrated Energy Contracting) ESC EPC

IEC

 QAI(quality assurance instruments)

ESCO

Financing
Scheme

78

S
 uper ESCOs, ESCO/building management, ESCO/leasing company

E
 MS financing

2013-2014

Part

3.
() 1993~2012 HVAC, , EMS
< () >

EMS

HVAC

6,392

419

11,344

() , , , ,

() (:
710, BASF: 78)
(EMS) HVAC , 2011
(HVAC) (: 6,037
, : 1,089)
< >

1. Honeywell Int Inc

2. Basf Se
3. ELK Premium Building Prod Inc

1.
2.
3.
(: 7)

1.Singh, Rajiv R.
2. Pham, Hang T.
3. Tung Hsueh Sung

1999

1.Nest Labs Inc

2. Gen Electric
3. Allure Energy Inc

1.
2.
3.
(: 7)

1.Imes, Kevin R.
2. Holister, James
3. Sloo, David

2011

1.Johnson Controls Tech Co

2. Automotive Tech Int
3. Honeywell Int Inc

1.
2.
3.
(: 8)

1.Breed, David S.
2. DuVall, Wilbur E.
3. Johnson, Wendell C.

1994

EMS

HVAC

2013-2014

79

4. Mapping
: HVAC ,
HVAC

: HVAC , hybrid
HVAC

: , , BEMS, HEMS, FEMS

EMS

- , , EMS

High

HVAC

HEMS

BEMS

HVAC
HVAC Hybrid
CASS

FEMS

Low
Low

< Mapping >

80

2013-2014

High

Part

Part

.
1.
()

() SC, USC, A-USC, IGCC 4

- , USC, IGCC ,
USC, IGCC
< >

(Supercritical, SC)

(Ultra Supercritical, USC)

(Advanced Ultra Supercritical, A-USC)

(Integrated Gasification Combined Cycle, IGCC)

() SC USC A-USC

- 6 SC USC SC

- A-USC , , , , A-USC
2020
* A-USC USC

2.


* Frost&Sullivan

2013-2014

83

.
1.

() , ,

- 7 2020 BAU 30%

-

- 30%

() , IGCC ,

- ESS

- ,
IGCC
* IGCC 15

- A-USC IGCC IGCC

* IGCC CCS

< >

84

IGCC

2013-2014

Part

(2012-2020)
() 50%

- 2012 (SC) 64.4%

18.8%
* USC : (, 2,000MW), (, 1,000MW),
(, 1,000MW)

< (2012) >

Ultra-supercritical

Supercritical

Subcritical

4,000MW

15,340MW

4,476MW

16.8%

64.4%

18.8%

() IGCC, USC 2013 2020 21.2GW

-

* 16 USC SC USC
* USC 16 29%

- 2016 7.7GW USC

21.2GW USC, IGCC
* IGCC IGCC 2 4,500

(MW)
9,000 -

IGCC

8,000 -

USCPC

()
4.0 IGCC

3.5 -

7,000 -

USCPC

3.0 -

6,000 -

2.5 -

5,000 -

2.0 -

4,000 -

1.5 -

3,000 2,000 -

1.0 -

1,000 -

0.5 -

0 2012 2013 2014 2015 2016 2017 2018 2019 2020

* ,

< >

0-

2012 2013 2014 2015 2016 2017 2018 2019 2020

* ,

< >

2013-2014

85

2.
(2012-2020)

- IGCC 2015 IGCC

USC

- R&D IGCC , USC

IGCC USC USC HRSG

- IGCC R&D

* HRSG : Heat Recovery Steam Generator
(/kW)
3,000 USC PC

IGCC

2,500 -

2,000 -

1,500 -

1,000 -

500 -

2012

2013

2014

2015

2016

2017

< >

86

2013-2014

2018

2019

2020

Part

3.

2020 CO2

- 6 5,567 USC
(2012)
- 2 7,900
USC
* IGCC IGCC R&D

-
40%
* ,

IGCC IGCC

2,136 82.4% ,
17.6%
< (2012) >

1760.7

375

- IGCC HRSG

2013-2014

87

.
1.
(Pulverised Coal Technology)
USC

B
Equipment

Definition

Equipment supply such

as boilers, generators,
electrical, control,
instrumentation, and
automation
After sales service

C
Plant
Construction

Plant
Operation

Integration:design,
engineering, and
procurement

Plant operators are

responsible for the day-to-day
operation & maintenance of
the plant

Engaged in the
construction for clean
coal plants :
- Civil engineering
- Onsite build
- Commissioning

The maintenance of a
plant can be performed by
project developers/own
in-house divisions for the
O&M services of a plant,
or independent service
providers.

< >

< >

88

Steam Turbine

Boiler

Generator

BHI

EAST Power
TS Power
Coastal Power

Plant Construction

GS E&C, C&T, E&C, , E&C

Plant Operators

, ,
,

2013-2014

BOP

Part

IGCC
IGCC

B
Tehnology
Provider

Definition

Developin and
licensing proprietary
gasification
thchnology

C
Equipment
Supply

Plant
Operation

Plant
Construction

Equipment supply such Integration:design,

as boilers, generators, engineering, and
electrical, control,
procurement
instrumentation, and Engaged in the
automation
construction for clean
After sales service
coal plants :
- Civil engineering
- Onsite build
- Commissioning

Plant operators are

responsible for the
day-to-day operation &
maintenance of the plant
The maintenance of a
plant can be performed
by project developers/
own in-house divisions
for the O&M services of
a plant, or independent
service providers.

< IGCC >

< IGCC >

Gasification Unit

Steam Turbine

Gas Turbine

Generator

HRSG

BHI

EAST Power
TS Power
COASTAL Power

BHI
S&TC

SHI

Balance of Plant

BHI, S&TC, KC

Plant Construction

GS E&C, C&T, E&C, , E&C

Plant Operation

, ,
,

2013-2014

89

2.

()

- ,

() , 3

- 2
(joint venture)

 CCTI(Clean Coal Technologies, Inc) Jindal Steel and Power Limited

25

Jindal Steel and Power CCTI

(joint venture)
CCTI USD 750,000 , 1USD
Jindal Steel and Power 1 8 ,

Sasol Technology Pty Ltd, South Africa, Lurgi South Africa Pty Ltd
Lurgi-Sasol Technology Pty Ltd

 (Down stream),

 Lurgi
Sasol
 100 Lurgi-Sasol

90

2013-2014

Part

3.
() 2003~2012 IGCC ,

< () >
SCPC

USCPC

A-USC PC

IGCC

39

24

2,080

()

(SCPC) Harbin Boiler 8
(USC) 8
(A-USC PC)
(IGCC) GE
< >

1. Harbin Boiler Company

SCPC

2. Shell Int Research

3. Veritask Energy Systems Inc

1. Huntington Alloys Corp.

USCPC

2. Inco Alloys Int

3. Univ North China Elec Power

A-USC
PC

1.
2.
3.
(:5)
1.
2.
3.
(:7)

1. Huntington Alloys Corp

1.

2. Inco Alloys Int

2.

1. Gen Electric
IGCC

2. Mitsubishi Heavy Ind LTD

3. Plasco Energy Group Inc

1. Zhang, Yan-jun
2. Vinegar, Harold, J.
3. Arora, Dhruv

1. Baker, Brian, A.
2. Smith, Gaylord, D.
3. Gllithue, Ronald, D.
1. Baker, Brian, A.
2. Smith, Gaylord, D.
3. Gollihue, Ronald, D.

1.

1. Tsangaris Andreas

2.

2. Swain Margaret

3.

3. Feasby Douglas

(: 7)

Michael

2009

2011

2007

2013-2014

91

4. Mapping
: USC PC
USC R&D

USC ,

* ) R&D R&D

: IGCC
IGCC R&D

, R&D

High

USC PC

IGCC

Low
Low

< Mapping >

92

2013-2014

High

2013-2014




135-502 114 14
.

2013-2014

(135-502) 114 14
Tel : (02) 3469-8400 www.ketep.re.kr

2013 -2014