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燃料電池

市場調查報告書

商品編碼

1325355

全球燃料電池反應物盒市場 - 2023-2030

Global Fuel Cell Reactant Cartridges Market - 2023-2030

出版日期: 2023年08月04日 | 出版商:

DataM Intelligence | 英文 210 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

市場概況

全球燃料電池反應物盒市場於 2022 年達到 11 億美元，預計到 2030 年將達到 28 億美元，2023-2030 年預測期間年複合成長率為 12.8%。

在預測期內，燃料電池技術的進步可能會促進全球燃料電池反應物盒市場的成長。新燃料電池材料和生產流程的開發可能會降低生產商和消費者的成本，從而導致各個行業的採用率增加。

中東正在迅速成為全球採用氫燃料電池的主要中心，預計將成為燃料電池反應劑盒的巨大需求來源。 2022 年 9 月，專門從事燃料電池開發的歐洲公司 Advent Technologies 與沙烏地阿拉伯公司 Hydrogen Systems, Inc. 建立了合作夥伴關係，在整個中東地區部署燃料電池。

市場動態

擴大採用固定式發電解決方案

世界目前正在向清潔和永續能源轉型，以減少碳排放並應對全球變暖和氣候變化。燃料電池為固定發電提供了一種高效、低排放的能量轉換技術。燃料電池可實現分佈式發電，發電地點更靠近使用點，從而減少輸電和配電損耗。這對於偏遠和離網地區尤其有利。

燃料電池的可靠性可確保不間斷供電，使其成為固定電源應用的有吸引力的選擇。燃料電池可以獨立於電網運行，使其適合離網或備用電源解決方案。隨著對可靠和有彈性的發電的需求不斷增加，特別是在偏遠地區，對燃料電池的需求不斷增加，預計將增加對燃料電池反應物盒的需求。

汽車行業不斷成長的需求

汽車製造商擴大尋求逐步淘汰傳統的內燃機，並用零排放車輛完全取代它們。汽車製造商越來越關注純電動汽車（BEV），然而，隨著燃料電池技術的新進步，汽車製造商也在開發燃料電池電動汽車（FCEV）。

汽車製造商正在開展研究，以提高燃料電池的行駛里程和功率密度，以使其與鋰離子電池競爭。 2023 年5 月，日本跨國汽車製造商豐田推出了一種新型燃料電池系統，據稱比現有系統便宜50%，預計到2026 年進入批量生產。基於燃料電池的移動解決方案擴大被採用預計汽車行業在中長期內將增加對燃料電池反應物盒的需求。

基礎設施有限

燃料電池需要完善的基礎設施來生產、儲存和分配氫或甲醇燃料。加氫站的可用性或可靠的氫氣或甲醇供應對於確保燃料電池技術的廣泛主流採用至關重要。但由於燃料電池技術仍處於發展階段，各主要國家仍缺乏配套基礎設施。

建設和維護燃料電池技術的綜合支持基礎設施需要大量資本支出。因此，基礎設施建設是由大企業在政府支持下進行的，而中小企業無法承擔成本。燃料電池基礎設施的有限可用性阻礙了其採用，從而限制了對燃料電池反應物盒的需求。

新冠疫情影響分析

COVID-19 大流行對全球燃料電池反應物盒市場產生了重大影響。各國政府實施了嚴格的封鎖和其他限制，以遏制大流行的蔓延，從而阻礙了研究和開發活動。由於疫情造成的經濟不確定性，跨國企業集團大幅削減資本支出，研發活動進一步受到阻礙。

儘管大規模疫苗接種最終導致疫情消退，但疫情造成的供應鏈中斷在疫情后時期仍然揮之不去。當公司專注於加大新型燃料電池反應物盒的研究和生產時，他們面臨著關鍵材料和零部件的短缺。

人工智慧影響分析

人工智慧技術將在改善燃料電池反應物盒的生產方面發揮關鍵作用。支持人工智慧的自動化可顯著提高生產效率並簡化各種製造流程。結合規模經濟，它將實現新興燃料電池反應劑盒技術的商業化大規模生產。

此外，可以利用巨量資料和機器學習算法來改進墨盒的設計和性能。這些算法可以在遺留數據上進行訓練，以識別和糾正各種設計缺陷和性能缺陷。它可能會導致燃料電池反應物盒的顯著改進。

俄羅斯-烏克蘭戰爭影響分析

俄羅斯-烏克蘭戰爭不太可能直接影響全球燃料電池反應盒市場，因為兩國都廣泛採用燃料電池技術。然而，鑑於俄羅斯作為全球主要大宗商品出口國的地位，全球市場極有可能受到衝突引發的各種二階效應的影響。

俄羅斯在受到經濟制裁後切斷了對歐洲國家的天然氣供應。它引發了歐洲的重大能源危機，並可能阻礙歐洲公司燃料電池反應盒的研究和生產活動。此外，對俄羅斯的製裁導致全球大宗商品市場出現波動，這可能導致反應劑盒生產中使用的關鍵材料的價格上漲。

Market Overview

Global Fuel Cell Reactant Cartridges Market reached US$ 1.1 billion in 2022 and is expected to reach US$ 2.8 billion by 2030, growing with a CAGR of 12.8% during the forecast period 2023-2030.

Over the forecast period, advances in fuel cell technology are likely to augment the growth of the global fuel cell reactant cartridges market. The development of new fuel cell materials and production processes are likely to bring down costs for producers and consumers alike, leading to increased adoption across various industries.

The middle east is fast emerging as a major global hub for the adoption of hydrogen fuel cells and is expected to be a source of significant demand for fuel cell reactant cartridges. In September 2022, Advent Technologies, a European company specializing in fuel cell development entered into a partnership with Hydrogen Systems, Inc. a Saudi Arabian company, to deploy fuel cells across the Middle East.

Market Dynamics

Increasing Adoption of Stationary Power Generation Solutions

The world is currently undergoing a transition towards clean and sustainable energy sources to reduce carbon emissions and combat global warming and climate change. Fuel cells offer an efficient and low-emission energy conversion technology for stationary power generation. Fuel cells enable distributed power generation, where electricity is generated closer to the point of use, reducing transmission and distribution losses. It is particularly beneficial for remote and off-grid areas.

The reliability of fuel cells ensures uninterrupted power supply, making them an attractive choice for stationary power applications. The fuel cells can operate independently of the electrical grid, making them suitable for off-grid or backup power solutions. With the increasing need for reliable and resilient power generation, especially in remote areas, rising demand for fuel cells is consequently expected to increase demand for fuel cell reactant cartridges.

Growing Demand from Automotive Industry

Automotive manufacturers are increasingly looking to phase out conventional internal combustion engines and replace them completely with zero emission vehicles. Automakers have been increasingly focusing on battery electric vehicles (BEVs), however, with new advances in fuel cell technology, automakers are also developing fuel cell electric vehicles (FCEVs).

Automotive manufacturers are undertaking research to boost driving range and power density of fuel cells to make them competitive with lithium-ion batteries. In May 2023, Toyota, the Japanese multinational car manufacturers, unveiled a new fuel cell system that is claimed to be 50% cheaper than current systems and is expected to enter serial production by 2026. Growing adoption of fuel cell-based mobility solutions by the automotive industry is expected to augment demand for fuel cell reactant cartridges over the medium and long term.

Limited Infrastructure

Fuel cells require a well-established infrastructure for hydrogen or methanol fuel production, storage and distribution. The availability of fueling stations or access to a reliable hydrogen or methanol supply is crucial to ensure the widespread mainstream adoption of fuel cell technology. However, since the fuel cell technology still undergoing development, support infrastructure is still lacking in all major countries.

Building and maintaining a comprehensive support infrastructure for fuel cell technology requires substantial capital expenditure. Infrastructure building is therefore undertaken by major corporations with government support as small and medium players cannot bear the costs. The limited availability of fuel cell infrastructure hinders their adoption, thus consequently restraining the demand for fuel cell reactant cartridges.

COVID Impact Analysis

The COVID-19 pandemic had a major impact on the global fuel cell reactant cartrdiges market. Governments imposed stringent lockdowns and other restrictions to curb the spread of the pandemic, thus hampering research and development activities. R&D activities were further hampered as multinational conglomerates cut back significantly on capital expenditures due to the economic uncertainty caused by the pandemic.

Although mass vaccinations eventually led to the receding of the pandemic, supply chain disruptions caused by the pandemic still lingered in the post-pandemic period. Companies were faced with shortage of key materials and components as they focused on ramping up research and production of new fuel cell reactant cartridges.

AI Impact Analysis

AI-enabled technologies will play a key role in improving the production of fuel cell reactant cartridges. AI-enabled automation can be used to significantly improve production efficiency and streamline various manufacturing processes. Coupled with economics of scale, it will enable commercial mass production of emerging fuel cell reactant cartridge technologies.

Furthermore, big data and machine learning algorithms can be utilized to improve the design and performance of cartridges. The algorithms can be trained on legacy data to identify and correct various design flaws and shortcomings in performance. It could lead to significant improvement in fuel cell reactant cartridges.

Russia- Ukraine War Impact Analysis

The Russia-Ukraine war is unlikely to directly impact the global fuel cell reactant cartridges market, as both countries have very adoption of fuel cell technologies. However, given Russia's position as a major global commodity exporter, it is highly likely that the global market will be affected by various second order effects emanating from the conflict.

Russia cut off gas supplies to European countries in wake of the economic sanctions imposed upon it. It triggered a major energy crisis in Europe and is likely to hamper research and production activities of fuel cell reactant cartridges by European companies. Furthermore, sanctions on Russia have introduced volatility in global commodity markets, which is likely to lead to increase prices for key materials used in reactant cartridge production.

Segment Analysis

The global fuel cell reactant cartridges market is segmented based on fuel cell type, cartridge, application, end-user and region.

OEMs are Expected to be the Largest End-Users in the Global Market

Original equipment manufacturers (OEM) are expected to account for more than two thirds of the global market. Fuel cell technology is still many years away from mass adoption, although adoption rates have increased significantly in recent years. Therefore, the majority of the demand for reactant cartridges is generated by OEMs, mainly automotive manufacturers engaged in fuel cell vehicle production or power equipment manufacturers making fuel cell-based power generators.

However, towards the end of the forecast period it is estimated that the aftermaket will account for a majority share of the global market. Technological maturation and widespread adoption of fuel cell technology will lead to a proliferation in demand for spare components and accessories in the aftermarket.

Geographical Analysis

Government Initiatives and New Innovations Will Propel Market Growth in Asia-Pacific

Asia-Pacific is expected to account for nearly a third of the global market. Asia-Pacific is undergoing rapid industrialization and urbanization, with growing energy demand, governments are looking at fuel cells to meet the energy demands in a sustainable way. Leading countries in the region such as Japan, South Korea, China and India are undertaking research, development and production to advance the fuel cell reactant cartridge market.

Multinational companies are increasing their investments in China, making it a key hub for fuel cell manufacturing. For instance, in May 2023, Hyundai, the South Korean multinational automotive manufacturer, announced the start of production at a new fuel cell manufacturing facility in Guangzhou, China. Japan is developing new fuel cell technologies which is likely to augment demand for reactant cartrigdes. For example, in May 2023, a Japanese consortium unveiled a new 100 kW fuel cell system running on green hydrogen and plastic waste.

Competitive Landscape

The major global players include Ballard Power Systems, Plug Power Inc., FuelCell Energy, Inc., Bloom Energy, SFC Energy AG, Horizon Fuel Cell Technologies, Doosan Fuel Cell Co., Ltd., Nedstack Fuel Cell Technology BV, Accelera and Ceres Power Holdings PLC.

Why Purchase the Report?

To visualize the global fuel cell reactant cartridges market segmentation based on fuel cell type, cartridge, application, end-user and region, as well as understand key commercial assets and players.
Identify commercial opportunities by analyzing trends and co-development.
Excel data sheet with numerous data points of fuel cell reactant cartridges market-level with all segments.
PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
Product mapping available as Excel consisting of key products of all the major players.

The global fuel cell reactant cartridges market report would provide approximately 64 tables, 74 figures and 210 Pages.

Target Audience 2023

Automotive Manufacturers
Renewable Energy Companies
Industry Investors/Investment Bankers
Research Professionals
Emerging Companies

1. Methodology and Scope

1.1. Research Methodology
1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

3.1. Snippet by Fuel Cell Type
3.2. Snippet by Cartridge
3.3. Snippet by Application
3.4. Snippet by End-User
3.5. Snippet by Region

4. Dynamics

4.1. Impacting Factors
- 4.1.1. Drivers
  - 4.1.1.1. Increasing Demand for Clean Energy Solutions
  - 4.1.1.2. Advancements in Fuel Cell Technology
  - 4.1.1.3. Increasing Adoption of Stationary Power Generation Solutions
  - 4.1.1.4. Growing Demand from Automotive Industry
- 4.1.2. Restraints
  - 4.1.2.1. Limited Infrastructure
  - 4.1.2.2. High Cost of Cartridges
- 4.1.3. Opportunity
- 4.1.4. Impact Analysis

5. Industry Analysis

5.1. Porter's Five Force Analysis
5.2. Supply Chain Analysis
5.3. Pricing Analysis
5.4. Regulatory Analysis

6. COVID-19 Analysis

6.1. Analysis of COVID-19
- 6.1.1. Scenario Before COVID
- 6.1.2. Scenario During COVID
- 6.1.3. Scenario Post COVID
6.2. Pricing Dynamics Amid COVID-19
6.3. Demand-Supply Spectrum
6.4. Government Initiatives Related to the Market During Pandemic
6.5. Manufacturers Strategic Initiatives
6.6. Conclusion

7. By Fuel Cell Type

7.1. Introduction
- 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Fuel Cell Type
- 7.1.2. Market Attractiveness Index, By Fuel Cell Type
7.2. Proton Exchange Membrane Fuel Cell (PEMFC)*
- 7.2.1. Introduction
- 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
7.3. Solid Oxide Fuel Cell (SOFC)
7.4. Molten Carbonate Fuel Cell (MCFC)
7.5. Phosphoric Acid Fuel Cell (PAFC)
7.6. Direct Methanol Fuel Cell (DMFC)
7.7. Alkaline Fuel Cell (AFC)
7.8. Others

8. By Cartridge

8.1. Introduction
- 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cartridge
- 8.1.2. Market Attractiveness Index, By Cartridge
8.2. Hydrogen Cartridges*
- 8.2.1. Introduction
- 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
8.3. Oxygen Cartridges
8.4. Others

9. By Application

9.1. Introduction
- 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 9.1.2. Market Attractiveness Index, By Application
9.2. Automotive*
- 9.2.1. Introduction
- 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
9.3. Portable Devices
9.4. Stationary Power Generation
9.5. Defense & Military
9.6. Aerospace
9.7. Marine
9.8. Others

10. By End-User

10.1. Introduction
- 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 10.1.2. Market Attractiveness Index, By End-User
10.2. Original Equipment Manufacturers (OEM)*
- 10.2.1. Introduction
- 10.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
10.3. Aftermarket

11. By Region

11.1. Introduction
- 11.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
- 11.1.2. Market Attractiveness Index, By Region
11.2. North America
- 11.2.1. Introduction
- 11.2.2. Key Region-Specific Dynamics
- 11.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Fuel Cell Type
- 11.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cartridge
- 11.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.2.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.2.7.1. U.S.
  - 11.2.7.2. Canada
  - 11.2.7.3. Mexico
11.3. Europe
- 11.3.1. Introduction
- 11.3.2. Key Region-Specific Dynamics
- 11.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Fuel Cell Type
- 11.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cartridge
- 11.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.3.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.3.7.1. Germany
  - 11.3.7.2. UK
  - 11.3.7.3. France
  - 11.3.7.4. Italy
  - 11.3.7.5. Spain
  - 11.3.7.6. Rest of Europe
11.4. South America
- 11.4.1. Introduction
- 11.4.2. Key Region-Specific Dynamics
- 11.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Fuel Cell Type
- 11.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cartridge
- 11.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.4.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.4.7.1. Brazil
  - 11.4.7.2. Argentina
  - 11.4.7.3. Rest of South America
11.5. Asia-Pacific
- 11.5.1. Introduction
- 11.5.2. Key Region-Specific Dynamics
- 11.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Fuel Cell Type
- 11.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cartridge
- 11.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User
- 11.5.7. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
  - 11.5.7.1. China
  - 11.5.7.2. India
  - 11.5.7.3. Japan
  - 11.5.7.4. Australia
  - 11.5.7.5. Rest of Asia-Pacific
11.6. Middle East and Africa
- 11.6.1. Introduction
- 11.6.2. Key Region-Specific Dynamics
- 11.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Fuel Cell Type
- 11.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Cartridge
- 11.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
- 11.6.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By End-User

12. Competitive Landscape

12.1. Competitive Scenario
12.2. Market Positioning/Share Analysis
12.3. Mergers and Acquisitions Analysis

13. Company Profiles

13.1. Ballard Power Systems*
- 13.1.1. Company Overview
- 13.1.2. Product Portfolio and Description
- 13.1.3. Financial Overview
- 13.1.4. Recent Developments
13.2. Plug Power Inc.
13.3. FuelCell Energy, Inc.
13.4. Bloom Energy
13.5. SFC Energy AG
13.6. Horizon Fuel Cell Technologies
13.7. Doosan Fuel Cell Co., Ltd.
13.8. Nedstack Fuel Cell Technology BV
13.9. Accelera
13.10. Ceres Power Holdings PLC

LIST NOT EXHAUSTIVE