PEM 電解器市場機會、成長動力、產業趨勢分析及 2025-2034 年預測

PEM Electrolyzer Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025-2034

出版日期: 2025年02月19日 | 出版商:

Global Market Insights Inc. | 英文 150 Pages | 商品交期: 2-3個工作天內

價格

簡介目錄

全球 PEM 電解器市場價值 2024 年將達到 52.4 億美元，隨著清潔能源的推動力度加大，預計 2025 年至 2034 年期間的複合年成長率將達到 15.7%。世界各國政府正積極推動氫能戰略，以符合長期氣候目標和淨零承諾。隨著各國優先考慮脫碳，氫氣生產正成為全球能源轉型的基石。對綠色氫氣不斷成長的需求正在推動對先進電解器技術的投資，促進市場快速擴張。

能源消耗的激增，加上對永續燃料替代品的迫切需求，正在加速各行各業對 PEM 電解槽的採用。該技術能夠生產零碳排放的高純度氫氣，其應用領域正在不斷擴大，尤其是專注於清潔能源整合的產業。包括儲存和分配網路在內的氫基礎設施的快速發展進一步支持了市場的成長。隨著能源安全問題日益嚴重，企業擴大採用 PEM 電解器來現場生產氫氣，以減少對傳統化石燃料的依賴。向低碳能源解決方案的轉變以及嚴格的減排目標正在推動工業利益相關者走向可擴展且高效的氫氣生產方法。

市場範圍
起始年份	2024
預測年份	2025-2034
起始值	52.4億美元
預測值	289億美元
複合年成長率	15.7%

以容量計算，預計到 2034 年，>500 kW - 2 MW 類別的 PEM 電解槽將產生 2.97 億美元的收入。這些系統利用水作為主要原料，廣泛應用於多個產業的現場應用。其模組化、緊湊的設計，加上高能源效率，增強了它們在各個領域的吸引力。各行各業都在利用這些電解器來最佳化運輸物流、降低營運成本並最大限度地減少對環境的影響。人們對永續性和碳中和的日益關注正在推動對創新氫氣解決方案的需求。無縫整合到現有工業流程的能力確保了長期可靠性和能源安全，從而加強了市場的擴張。

受氫動力交通投資增加的推動，交通運輸業在 2024 年佔據了 67.9% 的主導市場。燃料電池電動車 (FCEV) 的日益普及正在加速對綠氫的需求，從而推動 PEM 電解器的廣泛部署。隨著工業界逐漸擺脫傳統燃料，永續的氫氣生產流程變得越來越重要。 PEM電解器擴大用於氨合成和其他工業原料應用，進一步推動市場成長。企業正在採用這些系統現場生產氫氣，減少對傳統生產方法的依賴並增強市場穩定性。

2024 年，美國 PEM 電解器市場創收 2.343 億美元，為北美貢獻了 5% 的全球市場佔有率。受煉油、石化、玻璃淨化和化肥行業對氫的需求不斷成長的推動，該地區正經歷強勁成長。政府舉措、資助計劃和政策激勵措施正在促進該行業的擴張。研究機構和能源利益相關者的參與正在加速氫能基礎設施的進步，使北美成為全球 PEM 電解器市場的關鍵參與者。隨著創新不斷重塑氫經濟，對 PEM 電解器的需求預計將上升，從而推動未來幾年市場持續成長。

The Global PEM Electrolyzer Market, valued at USD 5.24 billion in 2024, is projected to expand at a CAGR of 15.7% from 2025 to 2034 as the push for clean energy intensifies. Governments worldwide are actively promoting hydrogen strategies to align with long-term climate goals and net-zero commitments. As nations prioritize decarbonization, hydrogen production is emerging as a cornerstone of the global energy transition. The rising demand for green hydrogen is driving investments in advanced electrolyzer technologies, fostering rapid market expansion.

A surge in energy consumption, coupled with an urgent need for sustainable fuel alternatives, is accelerating the adoption of PEM electrolyzers across industries. The technology's ability to produce high-purity hydrogen with zero carbon emissions is gaining traction, particularly in sectors focused on clean energy integration. Rapid advancements in hydrogen infrastructure, including storage and distribution networks, further support market growth. As energy security concerns rise, businesses are increasingly adopting PEM electrolyzers to generate on-site hydrogen, reducing reliance on traditional fossil fuels. The transition to low-carbon energy solutions, alongside stringent emission reduction targets, is pushing industrial stakeholders toward scalable and efficient hydrogen production methods.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$5.24 Billion
Forecast Value	$28.9 Billion
CAGR	15.7%

By capacity, PEM electrolyzers in the >500 kW - 2 MW category are expected to generate USD 297 million by 2034. These systems utilize water as a primary feedstock and are widely deployed for on-site applications across multiple industries. Their modular and compact design, combined with high energy efficiency, enhances their appeal across various sectors. Industries are leveraging these electrolyzers to optimize delivery logistics, reduce operational costs, and minimize environmental impact. The rising focus on sustainability and carbon neutrality is driving demand for innovative hydrogen generation solutions. The ability to seamlessly integrate into existing industrial processes ensures long-term reliability and energy security, strengthening the market's expansion.

The transportation sector held a dominant 67.9% market share in 2024, fueled by increased investments in hydrogen-powered mobility. The growing adoption of fuel cell electric vehicles (FCEVs) is accelerating demand for green hydrogen, driving widespread deployment of PEM electrolyzers. As industries move away from conventional fuels, sustainable hydrogen production processes are gaining prominence. PEM electrolyzers are increasingly used for ammonia synthesis and other industrial feedstock applications, further propelling market growth. Businesses are adopting these systems to produce hydrogen on-site, reducing dependency on traditional production methods and reinforcing market stability.

The U.S. PEM electrolyzer market generated USD 234.3 million in 2024, contributing to North America's 5% global market share. The region is witnessing strong growth, driven by rising demand for hydrogen across refining, petrochemicals, glass purification, and fertilizer industries. Government initiatives, funding programs, and policy incentives are fostering sector expansion. The involvement of research institutions and energy stakeholders is accelerating advancements in hydrogen infrastructure, positioning North America as a key player in the global PEM electrolyzer market. As innovation continues to reshape the hydrogen economy, the demand for PEM electrolyzers is expected to rise, driving sustained market growth in the years ahead.

Chapter 1 Methodology & Scope

1.1 Research Design
1.2 Base estimates & calculations
1.3 Forecast model
1.4 Primary research & validation
- 1.4.1 Primary sources
- 1.4.2 Data mining sources
1.5 Market definitions

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 – 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem
3.2 Regulatory landscape
3.3 Industry impact forces
- 3.3.1 Growth drivers
- 3.3.2 Industry pitfalls & challenges
3.4 Growth potential analysis
3.5 Porter's analysis
- 3.5.1 Bargaining power of suppliers
- 3.5.2 Bargaining power of buyers
- 3.5.3 Threat of new entrants
- 3.5.4 Threat of substitutes
3.6 PESTEL analysis

Chapter 4 Competitive landscape, 2024

4.1 Introduction
4.2 Strategic dashboard
4.3 Innovation & technology landscape

Chapter 5 Market Size and Forecast, By Capacity, 2021 – 2034 (USD Million & MW)

5.1 Key trends
5.2 ≤ 500 kW
5.3 > 500 kW - 2 MW
5.4 Above 2 MW

Chapter 6 Market Size and Forecast, By Application, 2021 – 2034 (USD Million & MW)

6.1 Key trends
6.2 Power generation
6.3 Transportation
6.4 Industry energy
6.5 Industry feedstock
6.6 Building Heating & Power
6.7 Others

Chapter 7 Market Size and Forecast, By Region, 2021 – 2034 (USD Million & ‘000 Units)

7.1 Key trends
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
7.3 Europe
- 7.3.1 Germany
- 7.3.2 UK
- 7.3.3 France
- 7.3.4 Italy
- 7.3.5 Netherlands
- 7.3.6 Denmark
- 7.3.7 Spain
- 7.3.8 Norway
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 Japan
- 7.4.3 India
- 7.4.4 Australia
7.5 Rest of World