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燃料電池 -市場佔有率分析、產業趨勢/統計、成長預測（2024-2029）

Fuel Cell - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3個工作天內

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簡介目錄

燃料電池市場規模預計到2024年為71.6億美元，預計到2029年將達到293.3億美元，在預測期內（2024-2029年）複合年成長率為32.59%。

燃料電池市場

主要亮點

  • 從中期來看，綠氫和藍氫發電成本的下降以及汽車行業需求的增加預計將在預測期內推動市場發展。
  • 另一方面，來自替代能源的競爭和高資本成本預計將阻礙市場成長。
  • 然而，分散式發電作為固體氧化物燃料電池的潛在市場，由於技術創新的進步，預計該市場將大幅成長。預計這一因素將在未來為市場創造一些機會。
  • 預計亞太地區將主導燃料電池市場，大部分需求來自中國、印度、日本和韓國等國家。

燃料電池市場趨勢

汽車應用主導市場

  • 近年來，由於系統提供的高性能、短加油時間和長續航里程，基於燃料電池的汽車產業變得更具優勢。當談到汽車燃料電池技術的採用時，排水、較低的排放氣體比例以及更好的功率和扭矩發揮重要作用。
  • 在傳統汽車中，燃料電池技術可提供超過 300 英里的續航里程。與純電動車相比，攜帶重型電池的重量減輕將推動預測期內的市場成長。
  • 此外，政府減少環境污染的法規正在推動燃料電池在汽車產業的採用。各國正增加對燃料電池技術的研發和投資，以改善大眾交通工具，同時減少有害排放氣體。例如，韓國政府計劃在 2030 年將約 26,000 輛 CNG 公車更換為燃料電池公車。
  • 此外，由於堆高機和卡車等物料輸送車輛在物流和建築領域的使用不斷增加，預計在預測期內將出現顯著成長。燃料電池在輕型車輛和倉庫堆高機中用作內燃機的替代品，主要是為了提高效率並減少石油消費量。
  • 此外，甲醇燃料電池卡車將燃料儲存在可加註的汽車油箱中，減少了加油時間，增加了遠距運輸的可行性。主要汽車製造商正在開發採用燃料電池技術的 8 級汽車。
  • 在亞太地區，強力的獎勵和政府政策預計將推動燃料電池電動車的採用。預計這將提高消費者的接受度並增加旨在建立全球燃料電池加油站網路的公司的私人投資。
  • 未來五年，目標商標產品製造商（OEM）預計在亞太市場推出約20種燃料電池汽車車型。具有先發優勢的亞洲OEM預計將在預測期內主導市場。例如，到2030年，豐田預計將銷售16.5萬輛燃料電池電動車，現代化將銷售14.8萬輛燃料電池電動車。
  • 日本處於採用替代燃料技術的前沿。日本政府和當地OEM（目標商標產品製造商）專注於電動動力傳動系統的全球標準化。同時，日本政府也鼓勵氫燃料技術的大規模部署和運輸應用。日本政府設定了 2025 年普及20 萬輛燃料電池汽車的目標。
  • 北美是汽車燃料電池的第二大市場，主要由美國主導。嚴格的排放法規、技術製造商的存在以及稅額扣抵等獎勵正在推動該國汽車領域燃料電池系統的市場成長。根據國際能源總署（IEA）統計，截至2022年，流通中的燃料電池汽車有15,200輛。
  • 美國知名汽車製造商和目標商標產品製造商的存在也是預計推動燃料電池商用車在美國大規模普及的關鍵因素。現代汽車計劃在2030年建造近50萬套商用車和小客車燃料電池系統的產能，預計成本為64億美元。
  • 因此，由於技術創新的進步和私人公司參與的增加，車輛應用預計將主導市場。

亞太地區主導市場

  • 由於中國、日本、印度和韓國等國家對清潔能源使用的優惠政策，亞太地區是燃料電池最有前途的區域市場之一。
  • 中國是燃料電池最有潛力的國家之一，原因如下： 該國氫燃料電池產業主要由國家和地方政府發展，以鼓勵氫能汽車的普及以減少污染。得益於地方政府的優惠政府補貼和獎勵計劃。
  • 除了潛在的龐大市場之外，中國還擁有一批國內製造燃料電池的公司。因此，該國存在需求和國內供應，進一步推動了市場成長。
  • 隨著政府越來越關注如何利用清潔能源技術向低碳經濟轉型，中國燃料電池市場潛力巨大。
  • 中國也見證了超大規模平台的崛起，因此有必要為中國的超大規模平台提供資料中心服務。中國每100人就有50個網路用戶，互聯互通生態系統的發展與拓展空間龐大。資料中心可能成為該國燃料電池技術的主要消費者。
  • 2022 年，Elcogen 將固體氧化物燃料電池(SOFC) 和電堆技術融入其 Convion C60 動力裝置中，以高效率水平產生熱能和電力。該計劃為未來此類大型計劃提供了一個模板，這些專案預計將使公司能夠有效地生產熱能和電力，同時減少碳排放。這是值得做的事情。
  • 在印度，政府正在支持氫氣各個方面的研發和示範計劃，包括氫氣生產、儲存以及用作發電燃料，這可能會為該國的燃料電池市場創造機會。
  • 此外，2023年1月，印度政府宣布支出24億美元，其中21億美元用於SIGHT計劃，7億美元用於先導計畫，5000萬美元用於研發，4000萬美元用於其他任務組成部分。宣布國家綠氫使命並提供初始資金。
  • 此外，該國的綠色氫產能預計將達到每年至少500萬噸，可再生能源產能也相應增加約125吉瓦。 2030 年目標預計將帶來超過 8,000 億印度盧比的投資，並在 2030 年之前避免近 5,000 萬噸二氧化碳排放。
  • 日本進口國外資源以滿足其90%以上的能源消耗需求。因此，日本高度依賴石化燃料，使日本成為世界第五大碳集中國家。然而，近年來，日本在從石化燃料轉型可再生能源的過程中遇到了一個重大轉折點。日本致力於改革能源政策和體系，並專注可再生能源和清潔氫能。
  • 日本於2015年實施了Ene-Farm計劃，這是最成功的燃料電池商業化計劃之一。該計劃已安裝了超過 12 萬個住宅燃料電池系統。日本透過其 Ene-Farm 計畫繼續成為小型燃料電池系統開發和部署的壓倒性領導者，該計畫為購買住宅熱電聯產的住宅燃料電池系統提供補貼。
  • 因此，政府支持政策以及將燃料電池技術涵蓋交通和其他應用的努力等因素預計將在預測期內推動區域燃料電池市場的發展。

燃料電池產業概況

燃料電池市場較為分散。市場主要企業包括（排名不分先後）巴拉德動力系統公司、FuelCell Energy Inc.、三菱電力有限公司、Plug Power Inc.和康明斯公司。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月的分析師支持

目錄

第1章簡介

  • 調查範圍
  • 市場定義
  • 研究場所

第 2 章執行摘要

第3章調查方法

第4章市場概況

  • 介紹
  • 2028年之前的市場規模和需求預測（金額）
  • 最新趨勢和發展
  • 政府法規政策
  • 市場動態
    • 促進因素
      • 降低綠色/藍氫生產成本
      • 汽車產業的需求增加
    • 抑制因素
      • 替代能源的競爭
  • 供應鏈分析
  • 波特五力分析
    • 供應商的議價能力
    • 消費者議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間敵對關係的強度

第5章市場區隔

  • 目的
    • 車
    • 非汽車
  • 科技
    • 固體電解質燃料電池（PEMFC）
    • 固體氧化物燃料電池（SOFC）
    • 其他技術
  • 地區
    • 北美洲
      • 美國
      • 加拿大
      • 北美其他地區
    • 歐洲
      • 德國
      • 法國
      • 英國
      • 其他歐洲國家
    • 亞太地區
      • 中國
      • 韓國
      • 日本
      • 其他亞太地區
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地區
    • 中東/非洲
      • 沙烏地阿拉伯
      • 阿拉伯聯合大公國
      • 南非
      • 其他中東和非洲

第6章 競爭形勢

  • 併購、合資、聯盟、協議
  • 主要企業策略
  • 公司簡介
    • Ballard Power Systems Inc.
    • Horizon Fuel Cell Technologies Pte. Ltd.
    • Toshiba Energy Systems & Solutions Corporation
    • FuelCell Energy Inc.
    • Plug Power Inc.
    • Nuvera Fuel Cells LLC
    • Intelligent Energy Limited
    • SFC Energy AG
    • Mitsubishi Power Ltd.
    • Cummins Inc.

第7章 市場機會及未來趨勢

  • 分散式發電作為固體氧化物燃料電池的潛在市場
簡介目錄
Product Code: 55634

The Fuel Cell Market size is estimated at USD 7.16 billion in 2024, and is expected to reach USD 29.33 billion by 2029, growing at a CAGR of 32.59% during the forecast period (2024-2029).

Fuel Cell - Market

Key Highlights

  • Over the medium term, falling costs of green and blue hydrogen generation and rising demand from the automotive sector are expected to drive the market during the forecast period.
  • On the other hand, competition for alternative energy sources and high capital costs are expected to hinder the growth of the market.
  • Nevertheless, the distributed generation as a potential market for solid oxide fuel cells are expected to grow significantly in the market due to the increasing innovation. This factor is expected to create several opportunities for the market in the future.
  • Asia-Pacific is expected to dominate the fuel cell market, with the majority of the demand coming from countries such as China, India, Japan, and South Korea.

Fuel Cell Market Trends

Vehicular Application to Dominate the Market

  • The fuel cell-based automotive industry has become more lucrative in recent years due to the higher performance, reduced refueling time, and long range offered by the systems. The exhaust in terms of water, a decline in the proportion of emissions, and superior power and torque output play a significant role in terms of the adoption of fuel cell technologies for automobiles.
  • On a traditional vehicle, the fuel cell technology provides a driving range of over 300 miles. It reduces the weight of carrying heavy batteries compared to battery electric vehicles, thereby boosting the market's growth over the forecast period.
  • Furthermore, government regulations for reducing environmental pollution encourage the adoption of fuel cells in the automotive sector. The countries are focusing on R&D and investing in fuel cell technology to improve their public transportation while reducing harmful emissions. For instance, the South Korean government plans to replace around 26,000 CNG buses with fuel-cell buses by 2030.
  • Also, material-handling vehicles, such as forklifts, trucks, etc., are expected to witness significant growth over the forecast period due to their increased usage in the logistics and construction sectors. Fuel cells are used as replacements for internal combustion engines in light-duty vehicles and warehouse forklifts, primarily to improve efficiency and reduce oil consumption.
  • Furthermore, in methanol fuel cell trucks, the fuel is stored in refillable onboard tanks to reduce the refueling time, thereby providing feasibility for long routes. The major automobile manufacturers are developing Class 8 vehicles that operate on fuel cell technology.
  • In the Asia-Pacific region, the adoption of fuel-cell electric vehicles is expected to be driven by strong incentives and government policies. This is expected to boost consumer acceptance and increase private investments by companies seeking to establish global fuel cell network refueling stations.
  • Over the next five years, leading original equipment manufacturers (OEMs) are expected to launch approximately 20 fuel cell vehicle models in the Asia-Pacific market. Asian OEMs, with a first-mover advantage, are expected to dominate the market during the forecast period. For instance, the unit sales of Toyota fuel cell electric vehicles are estimated at 165,000 and those of Hyundai fuel cell electric vehicles at 148,000 by 2030.
  • Japan is at the forefront in terms of the adoption of alternative fuel technologies. The Japanese government and the local original equipment manufacturers (OEMs) focus on standardizing electrified powertrains globally. Meanwhile, the Japanese government also encouraged hydrogen fuel technology for large-scale deployments and transport applications. The country has set a target of having 200,000 FCVs on the road by 2025.
  • North America is the second-largest market for vehicular fuel cells, mainly dominated by the United States. Stringent emission norms, the presence of technology producers, incentives in the form of tax credits, etc., drive the market growth for fuel cell systems in the vehicular segment of the country. According to International Energy Agency (IEA), as of 2022, 15.2 thousand of total fuel cell vehicle was in circulation.
  • The presence of some of the most prominent automotive manufacturers and original equipment manufacturers in the country is another major factor expected to propel the large-scale adoption of fuel cell commercial vehicles in the United States. Hyundai plans to build a production capacity of nearly 500k fuel cell systems for commercial and passenger vehicles by 2030 at an estimated cost of USD 6.4 billion.
  • Hence, vehicular applications are expected to dominate the market due to increasing technological innovation and rising private player involvement.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is one of the most promising regional markets for fuel cells on account of the favorable government policies for clean energy usage in countries such as China, Japan, India, and South Korea.
  • China is the country with one of the highest potentials for fuel cells due to the following reasons: The hydrogen fuel cell industry in the country has been gaining traction on the back of favorable national and provincial government subsidies and incentive programs from local authorities, mainly to encourage the uptake of hydrogen vehicles to cut pollution.
  • Along with the potentially large market, China also has numerous domestic enterprises that manufacture fuel cells. Hence, the demand and the domestic supply are present in the country, further bolstering the growth of the market.
  • China has great potential in the fuel cell market as the government is increasingly focusing on ways to utilize clean energy technology in order to switch to a low-carbon economy.
  • China has also witnessed a rise in its hyper-scale platforms, owing to which providing data center services for Chinese hyper-scale platforms has become necessary. China has 50 internet users per 100 people, indicating scope for a lot of development and expansion in the connectivity ecosystem. The data centers can become major consumers of fuel cell technology in the country.
  • In 2022, Elcogen incorporated solid oxide fuel cell (SOFC) and stack technology into the Convion C60 power unit to generate heat and electricity with high efficiency levels. The project provides a template for future projects of this kind, also at scale, which are expected to enable companies to generate both heat and electricity at high efficiency levels, all while reducing carbon emissions.
  • In India, the government has been supporting research, development, and demonstration projects on various aspects of hydrogen, including its production, storage, and use as a fuel for power generation, which is likely to fuel an opportunity for the fuel cell market in the country.
  • Further, in January 2023, the government of India announced the National Green Hydrogen Mission with initial funding of USD 2.4 billion, including an outlay of USD 2.1 billion for the SIGHT program, USD 700 million for pilot projects, USD 50 million for R&D, and USD 40 million for other mission components.
  • Further, the country's green hydrogen production capacity is likely to reach at least 5 MMT per annum, with an associated renewable energy capacity addition of about N125 GW. The targets by 2030 are likely to bring in over INR 8 lakh crore of investments, and nearly 50 MMT of CO2 emissions are expected to be averted by 2030.
  • Japan imports foreign resources to satisfy over 90% of its energy consumption needs. As a result, the heavy reliance on fossil fuels places Japan in fifth place globally in carbon intensity. However, Japan has been undergoing a significant transition in recent years, shifting away from fossil fuels and renewable energy sources. The country has strived to reform its energy policy and systems by focusing on renewable energy and clean hydrogen.
  • Japan implemented one of the most successful fuel cell commercialization programs, the Ene-farm program, in 2015. The program led to the deployment of over 120,000 residential fuel cell systems. Japan remains, by far, the leader in developing and deploying small-scale fuel cell systems through the Ene-farm program, which provides subsidies for purchasing residential fuel cell systems for the domestic CHP.
  • Therefore, factors such as supportive government policies and efforts to incorporate fuel cell technology in transportation and other applications are expected to drive the region's fuel cell market during the forecast period.

Fuel Cell Industry Overview

The fuel cell market is semi-fragmented. The key players in the market (not in particular order) include Ballard Power Systems Inc., FuelCell Energy Inc., Mitsubishi Power Ltd., Plug Power Inc., and Cummins Inc., among others.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of the Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2028
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Falling Costs of Green And Blue Hydrogen Generation
      • 4.5.1.2 Rising Demand from The Automotive Sector
    • 4.5.2 Restraints
      • 4.5.2.1 Competition for Alternative Energy Source
  • 4.6 Supply Chain Analysis
  • 4.7 Porter's Five Forces Analysis
    • 4.7.1 Bargaining Power of Suppliers
    • 4.7.2 Bargaining Power of Consumers
    • 4.7.3 Threat of New Entrants
    • 4.7.4 Threat of Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Vehicular
    • 5.1.2 Non-vehicular
  • 5.2 Technology
    • 5.2.1 Polymer Electrolyte Membrane Fuel Cell (PEMFC)
    • 5.2.2 Solid Oxide Fuel Cell (SOFC)
    • 5.2.3 Other Technologies
  • 5.3 Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 France
      • 5.3.2.3 United Kingdom
      • 5.3.2.4 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 South Korea
      • 5.3.3.3 Japan
      • 5.3.3.4 Rest of Asia Pacific
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle-East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 United Arab Emirates
      • 5.3.5.3 South Africa
      • 5.3.5.4 Rest of Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Ballard Power Systems Inc.
    • 6.3.2 Horizon Fuel Cell Technologies Pte. Ltd.
    • 6.3.3 Toshiba Energy Systems & Solutions Corporation
    • 6.3.4 FuelCell Energy Inc.
    • 6.3.5 Plug Power Inc.
    • 6.3.6 Nuvera Fuel Cells LLC
    • 6.3.7 Intelligent Energy Limited
    • 6.3.8 SFC Energy AG
    • 6.3.9 Mitsubishi Power Ltd.
    • 6.3.10 Cummins Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Distributed Generation as a Potential Market For Solid Oxide Fuel Cells