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1716353

2032 年 PEM電解槽市場預測：按組件、容量、應用、最終用戶和地區進行的全球分析

PEM Electrolyzer Market Forecasts to 2032 - Global Analysis By Component (Bipolar Plates, Membrane Electrode Assembly (MEA), End Plates & Gaskets, Balance of Plant (BoP) and Other Components), Capacity, Application, End User and By Geography

出版日期: 2025年04月03日 | 出版商:

Stratistics Market Research Consulting | 英文 200+ Pages | 商品交期: 2-3個工作天內

價格

簡介目錄圖表

根據 Stratistics MRC 的數據，全球 PEM電解槽市場預計在 2025 年達到 13 億美元，到 2032 年將達到 109 億美元，預測期內的複合年成長率為 35.5%。

PEM電解槽是一種利用電能進行電解過程的裝置，可有效地將水分離成氫和氧。該系統採用強力聚合物薄膜作為電解質，允許質子通過，同時阻擋氣體。 PEM電解槽效率高、反應時間快、設計緊湊，適用於可再生能源整合和綠色氫氣生產。 PEM電解槽特別適合運輸、工業製程和電網平衡應用。

根據國際能源總署（IEA）的數據，到2023年底，全球電解槽裝置容量容量將達到140萬千瓦，比前一年成長近一倍。其中質子交換膜 (PEM)電解槽的容量約為 300,000 kW。

綠氫能需求不斷成長

全球向再生能源來源的轉變以及對脫碳的日益重視推動了對綠氫的需求。 PEM電解槽利用太陽能或風能等可再生能源將水分解為氫氣和氧氣，對於生產綠色氫氣至關重要。交通運輸、發電和化學工業都依賴這種清潔的氫。綠色氫能正成為永續能源轉型的關鍵要素。這是政府鼓勵政策和經濟獎勵加速氫能基礎設施投資的結果。

難以取得重要資料

主要問題之一是 PEM電解槽必需材料鉑和銥的短缺。雖然這些材料價格昂貴且稀有，但它們對於膜電極的結構至關重要。這種限制使得 PEM電解槽的生產成本高昂，且較小的市場參與者難以獲得。對這些不常見元素的依賴會造成供應鏈脆弱性，進一步阻礙 PEM 技術在成本敏感領域的擴充性。

可再生能源整合

PEM電解槽與再生能源來源結合時具有巨大的成長潛力。 PEM電解槽可以利用太陽能和風力發電的剩餘電力來生產綠色氫氣，有助於穩定電網並減少碳排放。此外，電解槽技術的改進使其成本更低、效率更高，從而可以應用於更廣泛的產業。氫能發電與可再生能源發電的協同效應可望帶來長期的市場擴張。

政策不確定性和缺乏長遠眼光

不一致的法規和缺乏連貫的長期氫氣部署策略威脅市場擴張。許多政府正在資助綠色氫能計劃，但不一致的立法和不發達的基礎設施阻礙了進展。此外，來自鹼性電解等其他技術的競爭使得法規變得更加複雜，這可能會減緩 PEM電解槽的廣泛應用。

COVID-19的影響：

由於供應鏈中斷和計劃進度延遲，COVID-19 疫情導致 PEM電解槽業務中斷。鋼鐵、化工和精製等主要氫氣消耗產業在停產期間縮減了生產活動，影響了對電解槽的需求。但疫情也凸顯了強大能源網路的必要性，導致經濟復甦後對清潔能源技術的投資再次出現。隨著經濟復甦，人們越來越重視永續基礎設施，這使得 PEM電解槽成為綠色復甦戰略的重要組成部分。

預計預測期內膜電極組件（MEA）部分將成為最大的部分。

預計預測期內膜電極組件（MEA）部分將佔據最大的市場佔有率。這是因為它在促進氫氣生產過程中的電化學過程中起著關鍵作用。 MEA 整合了鉑和銥等尖端催化劑，確保了 PEM 系統的卓越效率和耐用性。它們在交通運輸和發電等領域的廣泛應用凸顯了多邊環境協定的重要性。此外，持續進行的研究和開發工作旨在提高 MEA 的性能並降低其成本，這可能會在預測期內進一步促進其應用。

預計工業製氫領域在預測期內將實現最高複合年成長率

預計工業製氫領域在預測期內將出現最高的成長率。這一成長率歸因於化學品、鋼鐵和氨生產等行業的需求不斷成長。在這些領域，綠氫可以為傳統石化燃料提供永續的替代品，並支持國際脫碳目標。政府對採用乾淨科技的獎勵也鼓勵工業界轉向綠氫能解決方案。這種模式凸顯了工業應用對市場成長的重要性。

佔比最大的地區：

在預測期內，歐洲地區預計將佔據最大的市場佔有率，因為其堅定致力於在 2050 年實現碳中和。歐盟 (EU) 對綠氫基礎設施和可再生能源的大規模投資證明了這一領導地位。法國和德國等國家正在主導在交通網路和工業過程中使用 PEM電解槽。此外，減稅、補貼等激勵措施也為該領域的市場擴張創造了有利的氛圍。

複合年成長率最高的地區：

在預測期內，亞太地區預計將呈現最高的複合年成長率，這得益於對可再生能源發電的投資增加，刺激了包括發電和運輸在內的終端行業對綠色氫的需求。這項擴張是由中國、韓國、日本和印度等國家推動的，這些國家正在官民合作關係關係的幫助下實施雄心勃勃的氫能計畫。此外，燃料電池車在該領域的使用日益增多，也推動了對 PEM電解槽的需求。

免費客製化服務：

訂閱此報告的客戶可享有以下免費自訂選項之一：

公司簡介
- 對其他市場公司（最多 3 家公司）進行全面分析
- 主要企業的SWOT分析（最多3家公司）
地理細分
- 根據客戶興趣對主要國家市場進行估計、預測和複合年成長率（註：基於可行性檢查）
競爭基準化分析
- 根據產品系列、地理分佈和策略聯盟對主要企業基準化分析

北美洲
- 美國
- 加拿大
- 墨西哥
歐洲
- 德國
- 英國
- 義大利
- 法國
- 西班牙
- 其他歐洲國家
亞太地區
- 日本
- 中國
- 印度
- 澳洲
- 紐西蘭
- 韓國
- 其他亞太地區
南美洲
- 阿根廷
- 巴西
- 智利
- 南美洲其他地區
中東和非洲
- 沙烏地阿拉伯
- 阿拉伯聯合大公國
- 卡達
- 南非
- 其他中東和非洲地區

第10章重大進展

協議、夥伴關係、合作和合資企業
收購與合併
新產品發布
業務擴展
其他關鍵策略

第11章公司概況

Plug Power Inc.
Nel ASA
Cummins Inc.
ITM Power PLC
Hitachi Zosen Corporation
Elogen
Siemens Energy AG
Ningbo Vet Energy Technology Co., Ltd.
Ohmium International, Inc.
Hystar
H-TEC SYSTEMS GmbH
Bloom Energy Corporation
McPhy Energy SA
Giner Inc.
Areva H2Gen
Thyssenkrupp Nucera
Proton On-Site

簡介目錄圖表

Product Code: SMRC29164

According to Stratistics MRC, the Global PEM Electrolyzer Market is accounted for $1.3 billion in 2025 and is expected to reach $10.9 billion by 2032, growing at a CAGR of 35.5% during the forecast period. A PEM electrolyzer is a device that utilizes electrical energy to perform the electrolysis process, effectively separating water into its constituent elements, hydrogen and oxygen. The system uses a strong polymer membrane as the electrolyte, allowing protons to pass through while blocking gases. PEM electrolyzers exhibit high efficiency, rapid response times, and a compact design, making them suitable for the integration of renewable energy and the production of green hydrogen. Their applications are particularly relevant in transportation, industrial processes, and grid balancing.

According to the International Energy Agency (IEA), globally installed electrolyzer capacity reached 1.4 GW at the end of 2023, nearly doubling from the previous year. Proton Exchange Membrane (PEM) electrolyzers accounted for approximately 300 MW of this capacity.

Market Dynamics:

Driver:

Growing demand for green hydrogen

The demand for green hydrogen is being driven by the global move toward renewable energy sources and the growing emphasis on decarbonization. PEM electrolyzers, which use renewable energy sources like sun and wind to split water into hydrogen and oxygen, are essential to the production of green hydrogen. Transportation, power generation, and chemical industries all depend on this clean hydrogen. Green hydrogen is becoming a key component of sustainable energy transitions as a result of encouraging government policies and financial incentives that are speeding up investments in hydrogen infrastructure.

Restraint:

Limited availability of critical materials

One major issue is the lack of essential materials for PEM electrolyzers, namely platinum and iridium. Despite being costly and scarce, these materials are essential for the membrane electrode construction. PEM electrolyzers are more costly to manufacture as a result of this restriction, making them less accessible to smaller market players. The dependence on these uncommon elements creates supply chain vulnerabilities, further hindering PEM technology's scalability in cost-sensitive sectors.

Opportunity:

Integration with renewable energy sources

PEM electrolyzers provide a substantial growth potential when combined with renewable energy sources. PEM electrolyzers can produce green hydrogen using extra electricity from solar and wind energy, helping to stabilize the power grid and support efforts to reduce carbon emissions. Furthermore, improvements in electrolyzer technology are lowering expenses and increasing effectiveness, allowing for wider industry usage. Long-term market expansion is anticipated due to the synergy between hydrogen generation and renewable energy.

Threat:

Policy uncertainty and lack of long-term vision

Inconsistent rules and a lack of a coherent long-term strategy for hydrogen adoption threaten market expansion. Numerous governments are funding green hydrogen projects, but inconsistent laws and underdeveloped infrastructure hinder their advancement. Also, competition from other technologies like alkaline electrolysis makes the rules more complicated and could delay the widespread use of PEM electrolyzers.

Covid-19 Impact:

Due to supply chain disruptions and project timeline delays, the COVID-19 pandemic caused disruptions in the PEM electrolyzer business. Key hydrogen consumers like steel, chemicals, and oil refining saw a reduction in activities during lockdowns, which affected the need for electrolyzers. But the epidemic also highlighted the necessity of robust energy networks, which led to a resurgence of clean energy technology investments after the recovery. The emphasis on sustainable infrastructure increased as economies recovered, making PEM electrolyzers essential parts of green recovery strategies.

The membrane electrode assembly (MEA) segment is expected to be the largest during the forecast period

The membrane electrode assembly (MEA) segment is expected to account for the largest market share during the forecast period. This is due to its crucial role in facilitating electrochemical processes during hydrogen production. MEAs integrate cutting-edge catalysts like platinum and iridium to guarantee outstanding efficiency and durability in PEM systems. The fact that sectors such as transportation and electricity generation widely use them highlights their relevance. Furthermore, continued R&D efforts to enhance MEA performance while lowering costs will further support their adoption during the projection period.

The hydrogen generation for industrial use segment is expected to have the highest CAGR during the forecast period

Over the forecast period, the hydrogen generation for industrial use segment is predicted to witness the highest growth rate. This growth rate is attributed to the increasing demand from industries such as chemicals, steel, and ammonia production. In these sectors, green hydrogen provides a sustainable substitute for conventional fossil fuels that supports international decarbonization objectives. Government incentives for clean technology adoption are also encouraging industries to switch to green hydrogen solutions. This pattern emphasizes how crucial industrial applications are becoming to market growth.

Region with largest share:

During the forecast period, the Europe region is expected to hold the largest market share due to its strong commitment to becoming carbon neutral by 2050. This leadership is demonstrated by the European Union's large investments in green hydrogen infrastructure and renewable energy initiatives. Initiatives to use PEM electrolyzers in transportation networks and industrial processes are being led by nations like France and Germany. Additionally, encouraging laws like tax breaks and subsidies fosters an atmosphere that is conducive to market expansion in this area.

Region with highest CAGR:

Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR because of increased investments in renewable energy and growing demand for green hydrogen across end-use industries, including power generation and transportation. Leading this expansion are nations like China, South Korea, Japan, and India, which are putting ambitious hydrogen plans into action with the help of public-private partnerships. Furthermore, the growing use of fuel cell cars in this area is driving up demand for PEM electrolyzers.

Key players in the market

Some of the key players in PEM Electrolyzer Market include Plug Power Inc., Nel ASA, Cummins Inc., ITM Power PLC, Hitachi Zosen Corporation, Elogen, Siemens Energy AG, Ningbo Vet Energy Technology Co., Ltd., Ohmium International, Inc., Hystar, H-TEC SYSTEMS GmbH, Bloom Energy Corporation, McPhy Energy S.A., Giner Inc., Areva H2Gen, Thyssenkrupp Nucera, and Proton On-Site.

Key Developments:

In January 2025, Plug Power Inc., a global leader in comprehensive hydrogen solutions for the green hydrogen economy, today announced a landmark purchase agreement with Allied Green Ammonia (AGA). This agreement will see Plug supplying an impressive three gigawatts (GW) of electrolyzer capacity to AGA's state-of-the-art green hydrogen-to-ammonia plant, currently under development in Australia. In a significant step towards a clean energy future, AGA will install a 4.5 GW solar plant to power the Plug electrolyzers with zero emission clean electricity. The green hydrogen produced will be used to make green ammonia. With the agreement now signed and sealed, Plug will develop a Basic Engineering and Design Package (BEDP), providing crucial technical details and engineering specifications to attract investors and finalize financing.

In October 2024, Nel's expanded and automated PEM manufacturing facility in Wallingford, Connecticut, was officially opened by Senator Richard Blumenthal. The new facility will have the capacity to produce 10 times as many PEM electrolysers at 30% lower cost than the old factory.

In May 2024, Nel Hydrogen Electrolyser AS, a fully owned subsidiary of Nel ASA has entered into a technology licensing agreement with Reliance Industries Limited (RIL). The agreement provides RIL with an exclusive license for Nel's alkaline electrolysers in India and also allows RIL to manufacture Nel's alkaline electrolysers for captive purposes globally.

Components Covered:

Bipolar Plates
Membrane Electrode Assembly (MEA)
End Plates & Gaskets
Balance of Plant (BoP)
Other Components

Capacities Covered:

Small Scale (< 1 MW)
Medium Scale (1 MW - 10 MW)
Large Scale (> 10 MW)

Applications Covered:

Power Generation
Transportation
Industry Energy Storage
Hydrogen Generation for Industrial Use
Other Applications

End Users Covered:

Industrial
Mobility
Power & Energy
Other End Users

Regions Covered:

North America
- US
- Canada
- Mexico
Europe
- Germany
- UK
- Italy
- France
- Spain
- Rest of Europe
Asia Pacific
- Japan
- China
- India
- Australia
- New Zealand
- South Korea
- Rest of Asia Pacific
South America
- Argentina
- Brazil
- Chile
- Rest of South America
Middle East & Africa
- Saudi Arabia
- UAE
- Qatar
- South Africa
- Rest of Middle East & Africa

What our report offers:

Market share assessments for the regional and country-level segments
Strategic recommendations for the new entrants
Covers Market data for the years 2024, 2025, 2026, 2028, and 2032
Market Trends (Drivers, Constraints, Opportunities, Threats, Challenges, Investment Opportunities, and recommendations)
Strategic recommendations in key business segments based on the market estimations
Competitive landscaping mapping the key common trends
Company profiling with detailed strategies, financials, and recent developments
Supply chain trends mapping the latest technological advancements

Free Customization Offerings:

All the customers of this report will be entitled to receive one of the following free customization options:

Company Profiling
- Comprehensive profiling of additional market players (up to 3)
- SWOT Analysis of key players (up to 3)
Regional Segmentation
- Market estimations, Forecasts and CAGR of any prominent country as per the client's interest (Note: Depends on feasibility check)
Competitive Benchmarking
- Benchmarking of key players based on product portfolio, geographical presence, and strategic alliances

1 Executive Summary

2 Preface

2.1 Abstract
2.2 Stake Holders
2.3 Research Scope
2.4 Research Methodology
- 2.4.1 Data Mining
- 2.4.2 Data Analysis
- 2.4.3 Data Validation
- 2.4.4 Research Approach
2.5 Research Sources
- 2.5.1 Primary Research Sources
- 2.5.2 Secondary Research Sources
- 2.5.3 Assumptions

3 Market Trend Analysis

3.1 Introduction
3.2 Drivers
3.3 Restraints
3.4 Opportunities
3.5 Threats
3.6 Application Analysis
3.7 End User Analysis
3.8 Emerging Markets
3.9 Impact of Covid-19

4 Porters Five Force Analysis

4.1 Bargaining power of suppliers
4.2 Bargaining power of buyers
4.3 Threat of substitutes
4.4 Threat of new entrants
4.5 Competitive rivalry

5 Global PEM Electrolyzer Market, By Component

5.1 Introduction
5.2 Bipolar Plates
5.3 Membrane Electrode Assembly (MEA)
- 5.3.1 Proton Exchange Membrane (PEM)
- 5.3.2 Electrodes
- 5.3.3 Gas Diffusion Layers
- 5.3.4 Catalyst
  - 5.3.4.1 Iridium-Based
  - 5.3.4.2 Platinum-Based
5.4 End Plates & Gaskets
5.5 Balance of Plant (BoP)
5.6 Other Components

6 Global PEM Electrolyzer Market, By Capacity

6.1 Introduction
6.2 Small Scale (< 1 MW)
6.3 Medium Scale (1 MW - 10 MW)
6.4 Large Scale (> 10 MW)

7 Global PEM Electrolyzer Market, By Application

7.1 Introduction
7.2 Power Generation
7.3 Transportation
7.4 Industry Energy Storage
7.5 Hydrogen Generation for Industrial Use
7.6 Other Applications

8 Global PEM Electrolyzer Market, By End User

8.1 Introduction
8.2 Industrial
- 8.2.1 Chemical
- 8.2.2 Petrochemical
- 8.2.3 Fertilizer
- 8.2.4 Steel & Metal
8.3 Mobility
- 8.3.1 Fuel Cell Vehicles
- 8.3.2 Aerospace & Marine
8.4 Power & Energy
8.5 Other End Users

9 Global PEM Electrolyzer Market, By Geography

9.1 Introduction
9.2 North America
- 9.2.1 US
- 9.2.2 Canada
- 9.2.3 Mexico
9.3 Europe
- 9.3.1 Germany
- 9.3.2 UK
- 9.3.3 Italy
- 9.3.4 France
- 9.3.5 Spain
- 9.3.6 Rest of Europe
9.4 Asia Pacific
- 9.4.1 Japan
- 9.4.2 China
- 9.4.3 India
- 9.4.4 Australia
- 9.4.5 New Zealand
- 9.4.6 South Korea
- 9.4.7 Rest of Asia Pacific
9.5 South America
- 9.5.1 Argentina
- 9.5.2 Brazil
- 9.5.3 Chile
- 9.5.4 Rest of South America
9.6 Middle East & Africa
- 9.6.1 Saudi Arabia
- 9.6.2 UAE
- 9.6.3 Qatar
- 9.6.4 South Africa
- 9.6.5 Rest of Middle East & Africa

10 Key Developments

10.1 Agreements, Partnerships, Collaborations and Joint Ventures
10.2 Acquisitions & Mergers
10.3 New Product Launch
10.4 Expansions
10.5 Other Key Strategies

11 Company Profiling

11.1 Plug Power Inc.
11.2 Nel ASA
11.3 Cummins Inc.
11.4 ITM Power PLC
11.5 Hitachi Zosen Corporation
11.6 Elogen
11.7 Siemens Energy AG
11.8 Ningbo Vet Energy Technology Co., Ltd.
11.9 Ohmium International, Inc.
11.10 Hystar
11.11 H-TEC SYSTEMS GmbH
11.12 Bloom Energy Corporation
11.13 McPhy Energy S.A.
11.14 Giner Inc.
11.15 Areva H2Gen
11.16 Thyssenkrupp Nucera
11.17 Proton On-Site

簡介目錄圖表

List of Tables

Table 1 Global PEM Electrolyzer Market Outlook, By Region (2024-2032) ($MN)
Table 2 Global PEM Electrolyzer Market Outlook, By Component (2024-2032) ($MN)
Table 3 Global PEM Electrolyzer Market Outlook, By Bipolar Plates (2024-2032) ($MN)
Table 4 Global PEM Electrolyzer Market Outlook, By Membrane Electrode Assembly (MEA) (2024-2032) ($MN)
Table 5 Global PEM Electrolyzer Market Outlook, By Proton Exchange Membrane (PEM) (2024-2032) ($MN)
Table 6 Global PEM Electrolyzer Market Outlook, By Electrodes (2024-2032) ($MN)
Table 7 Global PEM Electrolyzer Market Outlook, By Gas Diffusion Layers (2024-2032) ($MN)
Table 8 Global PEM Electrolyzer Market Outlook, By Catalyst (2024-2032) ($MN)
Table 9 Global PEM Electrolyzer Market Outlook, By End Plates & Gaskets (2024-2032) ($MN)
Table 10 Global PEM Electrolyzer Market Outlook, By Balance of Plant (BoP) (2024-2032) ($MN)
Table 11 Global PEM Electrolyzer Market Outlook, By Other Components (2024-2032) ($MN)
Table 12 Global PEM Electrolyzer Market Outlook, By Capacity (2024-2032) ($MN)
Table 13 Global PEM Electrolyzer Market Outlook, By Small Scale (< 1 MW) (2024-2032) ($MN)
Table 14 Global PEM Electrolyzer Market Outlook, By Medium Scale (1 MW - 10 MW) (2024-2032) ($MN)
Table 15 Global PEM Electrolyzer Market Outlook, By Large Scale (> 10 MW) (2024-2032) ($MN)
Table 16 Global PEM Electrolyzer Market Outlook, By Application (2024-2032) ($MN)
Table 17 Global PEM Electrolyzer Market Outlook, By Power Generation (2024-2032) ($MN)
Table 18 Global PEM Electrolyzer Market Outlook, By Transportation (2024-2032) ($MN)
Table 19 Global PEM Electrolyzer Market Outlook, By Industry Energy Storage (2024-2032) ($MN)
Table 20 Global PEM Electrolyzer Market Outlook, By Hydrogen Generation for Industrial Use (2024-2032) ($MN)
Table 21 Global PEM Electrolyzer Market Outlook, By Other Applications (2024-2032) ($MN)
Table 22 Global PEM Electrolyzer Market Outlook, By End User (2024-2032) ($MN)
Table 23 Global PEM Electrolyzer Market Outlook, By Industrial (2024-2032) ($MN)
Table 24 Global PEM Electrolyzer Market Outlook, By Chemical (2024-2032) ($MN)
Table 25 Global PEM Electrolyzer Market Outlook, By Petrochemical (2024-2032) ($MN)
Table 26 Global PEM Electrolyzer Market Outlook, By Fertilizer (2024-2032) ($MN)
Table 27 Global PEM Electrolyzer Market Outlook, By Steel & Metal (2024-2032) ($MN)
Table 28 Global PEM Electrolyzer Market Outlook, By Mobility (2024-2032) ($MN)
Table 29 Global PEM Electrolyzer Market Outlook, By Fuel Cell Vehicles (2024-2032) ($MN)
Table 30 Global PEM Electrolyzer Market Outlook, By Aerospace & Marine (2024-2032) ($MN)
Table 31 Global PEM Electrolyzer Market Outlook, By Power & Energy (2024-2032) ($MN)
Table 32 Global PEM Electrolyzer Market Outlook, By Other End Users (2024-2032) ($MN)