ABSTRACT

The power utility industry is in the midst of transition driven by three global movements; de-carbonisation, de-centralisation and digitalisation. The 4.0 revolution direct the electricity environment is becoming more complex than ever before, with rapidly evolving disruptive technologies. This study is to assess empirically how such disruptive technology affect power utility industry. The three most disruptive technologies have been investigated; solar PV, battery energy storage and smart grid. Based on 336 engineers’ reviews from 118 business unit of Indonesia Electricity State Company, it is found that not all disruptive technology does negatively affect the firm performance. The customer pulls and digitalisation as the antecedents of the disruptive technology have been assessed. Instead of their negative impact, the firms can utilise certain disruptive innovation to be beneficial for their competitive advantages if they know a way to deal with it.

摘要

电力公用事业行业正处于由三大全球运动推动的转型之中；去碳化、去中心化和数字化。随着颠覆性技术的快速发展，电力环境的 4.0 革命正变得比以往任何时候都更加复杂。本研究旨在从经验上评估这种颠覆性技术如何影响电力行业。对三种最具颠覆性的技术进行了调查；太阳能光伏、电池储能和智能电网。根据来自印度尼西亚电力公司 118 个业务部门的 336 名工程师的评论，发现并非所有颠覆性技术都会对公司业绩产生负面影响。作为颠覆性技术前身的客户拉动和数字化已经得到评估。而不是他们的负面影响，