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TABLE 1 Benefits from Electronic Functionality for Electricity, Gas, and Water Meters F^mction Electricity Gas Water Multiple Tariff Supply Managemott Data Capture Note: 1 3 Mou Important; 2 a Important; 3 • Least Imponani N/ M s Not Meaningful week, or time of day. The benefits are most pronounced for electricity metering where considerable power savings may be made to encourage or shape demand. Supply management functions allow the utility companies to switch off certain home appliances during periods of peak demand. As for multiple rate tariffs, the greatest benefit is in electricity management Trials have been conducted in the United Kingdom using the public telephone network, radio, and mains signaling to control household appUances. Savings are as much as $50 per annum per domestic consumer; however, this is not sufficient to justify equipment and installation costs. Data capture features can either shorten the manual measurement process or remove the need for meter-reading personnel to visit each home. Although automated measurement is common in the United States where the utility companies have a statutory obligation to read and bill monthly, this is not the case in Europe. Combined with the lower cost of labor in Europe, the prospects for remote measurement systems are weak. ELECTRICITY—COGS AND DISKS RULE ... FOR NOW Dataquest expects the greatest demand for semiconductors to occur in the electricity segment, where extra features offered by electronic meters bring the greatest utility. However, traditional mechanical, nonelectronic meters still dominate the market in Europe years after many predicted a switch to electronic meters. With few exceptions, this is true worldwide. Whether used for measurement of electricity, gas, or water, the crucial selling points for both products are price, reliability, and durability. Electricity meters using the spinning Ferraris disk cost $35 and have a proven useful life of up to 30 years. They are approximately $10 less expen- N/M N/M DOMESTIC METERING: THE MARKET IN EUROPE 3 Source: Dataquest October 1989 sive than electronic versions, which have lifetimes that can only be estimated. Semiconductor Content Many solutions have been developed for domestic power measurement The most common solution is to feed current signal from a lasertrimmed shunt and voltage signal into an analog multiplier to derive a power signal (see the semiconductor breakdown in Table 2). This power signal is, in turn, passed to a voltage-frequency converter and frequency counter to enable reading by a standard microcontroller (MCU). Excluding the MCU, all these functions are integrated onto a single, low-noise CMOS or bipolar .ASIC. An EEPROM provides a nonvolatile store in case of power failiu-e. We estimate the semiconductor cost for this approach to be $8.95, 21 percent of an average selling price of $42.00. Another approach dispenses with the analog multiplier circuit and resistive shunt by combiiung current-voltage measurement and power multiplication functions onto a single Hail probe attached to a slow 12-bit A/D converter and MCU. Electronic teleswitches are common adjuncts to either electronic or eiectromechaiucal meters. There are two basic types that differ in terms of the transmission medium the utility companies use to control them. First, radio teleswitches using the 198-kHz radio band are employed widely in the United Kingdom. Second, ripple teleswitches, or "ripple controllers," are used widely in Austria, France, and West Germany; they use the electricity supply grid as the transmission medium. Except for the front-end receiving circuitry, the semiconductor contents for radio and ripple teleswitches are similar. Dataquest's estimation for the semiconductor content of a radio teleswitch is shown in Table 2. The major components are a radio-frequency preamplifier IC, a switch capacitor filter/data decoder ASIC, and an 8-bit MCU. We (HWSOTO 51989 Dataquest Incorporated October-Reproduction Prohibited ESAM Volume II. Newsletters 1989-19
DOMESTIC METERING: THE MARKET IN EUROPE TABLE 2 Estimated Semiconductor Content for an Electronic Meter and Teleswitch Function 8-Bit MicnxxntiDUer widi LCD Connolter 1-Kbit EEFROM Analog Power Multi{dier anid frequency Conversian Discrnes Total Semiconductor CcHUent Average Selling Price I/O Rado FînctioQ 8-Bit MioDoomroUer RF Front-End/Reamplifier Reoeiver/Filter/Deooder Disoetes (Relay DnveR &. LED) Total Semiamductor Ccnuent Average Selling Price I/O Ratio Elednnic Meter (Wldi LCD Display) IMuioiogy Stanlaid CMOS Standanl NMOS Linear CMOS ASIC Bipolar Tuiir Teieswitdi* l^chnolDgy Staiviaid CMOS Analog ASIC bipolar Analog/digital ASIC CMOS Mixed Cost $4.00 0.65 3i0 0.80 $ 8.95 $42.00 21.3% Cost $4.00 3.00 5i0 0.90 $13.40 S60.00 •Content estimated for U.K. 198-kHz radio tcieswitch Source: Dataquest October 1989 estimate the semiconductor content of these units to be $13.40, which is 22 percent of an average selling price of $60.00. At present, most teleswitches are designed to complement double-rate Ferraris disk meters, which are less expensive to supply than electronic versions. As Table 2 indicates, there is a significant scope for the combination of meters and teleswitches into one unit, allowing sharing of the same MCU and integration of the ASIC fiinctions onto one IC. Market Analysis Table 3 shows the major companies that have commenced domesdc electronic metering equipment manufacture in Europe. In addition, many smaller national suppliers of conventional meters are developing electronic versions too. By region, France and the United Kingdom currently lead Europe in domestic electronic meter implementation. The public utility Electiicite de S>IV89 Duaquesi Incorporated October-Reproduction Prohibited ESAM Volume (I, Newslctlen 1989-19 22.3% France (EDF) is the most ambitious, with plans to build its initial trial of 90,000 electronic meters (supplied by Sauter and Schlumberger) to full electronic metering across all of France by 1995. In 1989, Dataquest estimates that only 330,000 electronic meters will be sold out of 7.4 million meters shipped to Europe each year. Most of these units are electronic budget meters that replace vulnerable coin meters in the United Kingdom. By 1994, we expect electronic meters to account for 40 percent of all meters shipped. This year, we estimate that 1.1 million teleswitch units will be fitted in Europe. Of these, 430,000 are radio versions for use in the United Kingdom and the rest are ripple controllers going mainly to France, West Germany, and Austria. We predict that this volume of teleswitch shipments will have risen to 4.1 million units within five years; one-half of these units will be integrated with an electronic electricity measurement function. 0003070
Page 1: European Semiconductor Application
Page 4 and 5: Dataquest a company of The Dun& Bra
Page 6 and 7: i EUROPEAN SEMICONDUCTOR PROCUREMEN
Page 8 and 9: Europe-based manufacturers were con
Page 10 and 11: Table 2 (Continued) Major Semicondu
Page 12 and 13: Page Printers Page printers are com
Page 14 and 15: PRINTER INDUSTRY DEFINITIONS APPEND
Page 18 and 19: TABLE 3 Key Electronic Electricity
Page 20 and 21: DataQuest aaMTipanyof ThcDunSTBrads
Page 22 and 23: ESAM 0002383 Parcemoea 100% f Figur
Page 24 and 25: Which Computer? The computers purch
Page 26 and 27: Atari, which became the number one
Page 28 and 29: However, although there can be litt
Page 30 and 31: DATAQUEST CONCLUSIONS The assertion
Page 32 and 33: 1,200 1,000 800 600 400 200 0004613
Page 34 and 35: COMPETITIVE ENVIRONMENT IN THE UNIT
Page 36 and 37: However, having overcome the techni
Page 38 and 39: 0004614-1 Figure 1 Cell-Repeat Patt
Page 40 and 41: Registration Within the system, a n
Page 42 and 43: i^M$M:M DataQuest accmipanyof ihe D
Page 44 and 45: 30 minutes to 600 minutes by 1995.
Page 46 and 47: "Think Global—Act Global" Jose Me
Page 48 and 49: "Telecommunications Technologies fo
Page 50 and 51: Mv^-y5t5;fsi ^ci Research DataQuest
Page 52 and 53: Figure 2 Difference between Semicon
Page 60 and 61: Dataquest anticipates an era of gre
Page 62 and 63: fflOH GROWTH RATE ATTRACTS MANY NEW
Page 64 and 65: * Average selling prices (ASPs) wil
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DATAQUEST CONCLUSIONS The rapid ini
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Experienced disk drive producers we
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The Japanese may well make further
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CORDLESS STANDARDS CT2 cordless tec
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CT2's strengths reside in its appli
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The Upside Scenario Figure 1 shows
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Table 2 Estimated Semiconductor Con
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DATAQUEST CONCLUSIONS CT2's main ap
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The present ISA, or AT bus, is not
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MCA MCA Delivery Time IBM has been
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EISA Consortium Dataquest believes
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Dataquest Conference Schedule 1989
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Background The UNIX penetration int
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Figure 3 European UNIX Computer Shi
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1987 Total $22.4 Billion Figure 5 U
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DATAQUEST ANALYSIS The issue of UNI
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• Small department computers (SDC
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DataQuest Conference Schedule 1989
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8086/88 286 386 Non-compatible NA =
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ANALYSIS OF SEMICONDUCTOR CONTENT T
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FUTURE TRENDS The advent of markets
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Benelux France Italy Scandinavia U.
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Italy The Italian market exhibited
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The Rest of Europe market is expect
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Intel and National Semiconductor ha
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Dataquest believes that continuing
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Table 2 Estimated Semiconductor Con
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Production in Europe Dataquest esti
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Dataquest Conference Schedule 1989
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THE STANDARDS: MAC VERSUS MUSE Euro
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DATAQUEST ANALYSIS Evolution of MAC
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Year Table 1 Estimated IC Value by
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In addition to the $217 million mar
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TOO MANY HURDLES? The promise that
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Millions of Dollars 150 140 120 100
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Dataqyesl I aoHTiparTvof The Di in
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Figure 1 shows how the ISDN fits to
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ISDN IC FUNCTIONS Table 1 Bus Forma
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Figure 3 ISDN Semiconductor Demand
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PTT (P
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fe- Dataoyest OMporatnn Research Ne
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Air Conditioners Microwave Ovens Wa
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Bosch-Siemens has four plants in Ge
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DataQuest t acompAiwcf The EînK^sd
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What, I hear you ask, gives me the
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The 1980s have brought us to Phase
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What I would like to do now is to e
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(Slide 22) This necessary adjustmen
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procurement, to eventual export of
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(Slide 1) (Slide 2) 1992: HAS EUROP
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(Slide 5) (Slide 6) 1992 IMPACT •
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(Slide 9) (Slide 10) EUROPEAN SEMIC
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(Slide 13) (Slide 14) EUROPEAN COMP
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(Slide 17) EUROPEAN END-USE VENDOR
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(Slide 21) (Slide 22) Europe Other
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(Slide 25) (Slide 26) rtnu stack ST
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(Slide 29) (Slide 30) SUPPLIER/CUST
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(Slide 33) (Slide 34) EUROPEAN ELEC
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(Slide 37) THE 1992 CHALLENGE HIGH
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Millions of Units 12- 10- 8- 6- 4-
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Most of the Japanese firms are quit
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Western Europe North America Rest o
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Local Content In June 1987, the EEC
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Activity Factory Set Up Change Expo
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All this activity is of great inter
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Table 2 European Facsimile Market S
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Color Facsimile Machines The Japane
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Productivity Race The facsimile out
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mm Dataoyest aconwanyof The Diin& B
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Figure 2 Geographic Distributi
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Table 3 Semiconductor Inventories R
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heavily used over their European co
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Dataqyest acomranyof ihcDSnlTBradsb
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DATAQUEST ANALYSIS Prior to the int
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NOKIA As shown in Figure 1, the Nok
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Net sales from this division for th
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^m DataQuest a company of TneDun& B
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Country West Germany France United
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• Road map directories in automob
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Table 1 EUROPEAN COMâJNICATIONS EQ
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Application Telex Teletex Videotex
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Dataquest a company of The Dun & Br
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Research Depth of research includes
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Table 3 EUROPEAN INPUT/OUTPUT RATIO
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Dataoyest k^ i m a company of ^ W D
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for mag stripe technology were adop
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financial community today, without
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•'95% Figure 1 MANUFACTURING AUT(
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standards to serve the Italian mark
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In an alliance with EMUG, 30 French
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In spite of these bright spots, Dat
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m^m Dataquesl T^^Suj-iA^^'-fT'i^v f
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Figure 2 Revenue by Region Source:
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Strategic Changes Figure 4 Worldwid
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Terminals Figure 5 Pyramid of Produ
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The Nixdorf 8850 Figure 6 Communica
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The Nixdorf 8870 The 8870 product f
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Figure 7 PHOTO OF PWS-X Source: Nix
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Communication between Nixdorf produ
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The business orientation continues
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Nixdorf intends to exploit the stre
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s^^^s-^f ^^^li^^^^^ DataQuest acomp
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Type of Deflktoo DevicB Display Ter
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INSTALLED BASE OF DESKTOP TERMINALS
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Word Processors Shipments of standa
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:oo« 80% 60% - 40% 20% Figures Eur
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Dataquest expects that by 1991, the
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Appendix A DEFINITIONS OF KEYBOARD
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Appendix B CONNECTION TECHNOLOGIES
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Manufacturer APD Apple Apricot Bull
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of computer graphics and storage su
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