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市場調查報告書
商品編碼
1833529
2032 年太陽能製氫市場預測:按組件、系統整合、產能、部署模型、生產方法、技術、最終用戶和地區進行的全球分析Solar-to-Hydrogen Conversion Market Forecasts to 2032 - Global Analysis By Component (Photovoltaic Cells and Electrolyzer Systems), System Integration, Capacity, Deployment Model, Production Method, Technology, End User and By Geography |
根據 Stratistics MRC 的數據,全球太陽能到氫能轉換市場預計在 2025 年將達到 1,908 萬美元,到 2032 年將達到 3,720 萬美元,預測期內的複合年成長率為 11.8%。
太陽能製氫是一種清潔能源過程,利用太陽能透過光電化學水分解和太陽能熱電解等方法生產氫燃料。它能夠實現永續氫氣,不會產生二氧化碳排放,並支援儲能、燃料電池和工業應用。該技術將太陽能電池板或太陽能反應器與電解槽相結合,將水分子分解成氫氣和氧氣,為交通運輸、製造業和電力行業的脫碳提供了途徑。
據弗勞恩霍夫太陽能研究所主導的聯盟稱,新型鈣鈦礦-矽串聯太陽能電池是專門為整合光電化學 (PEC) 系統開發的。
擴大全球可再生能源的採用
隨著各行各業和政府日益尋求低碳替代能源,全球可再生能源的日益普及正在推動太陽能製氫市場的發展。日益成長的環境問題和對淨零排放目標的承諾正在推動對太陽能氫氣系統的投資。將太陽能與電解槽結合,可以實現更清潔、更分散的能源解決方案。此外,可再生能源部署的獎勵和太陽能技術成本的下降也進一步推動了市場成長,使太陽能氫氣系統成為全球綠色氫能生態系統的重要組成部分。
大型基礎設施有限
大規模太陽能製氫基礎設施的匱乏嚴重限制了市場擴張。現有的電解槽和儲存設施通常不足以支持工業規模的氫氣生產。此外,與電網的整合需要大量的投資和規劃。運輸、儲存和加氫系統尚不成熟,進一步限制了其應用。因此,儘管技術上存在可行性,但基礎設施方面的限制仍然阻礙著大規模部署,尤其是在可再生能源網路低度開發的地區。
擴大工業氫氣的使用
不斷擴大的工業氫能應用為太陽能製氫市場帶來了豐厚的成長機會。鋼鐵、化學製造和氨生產等產業日益重視綠色氫能,以減少二氧化碳排放。太陽能製氫系統提供了一種局部的可再生解決方案,可減少對石化燃料的依賴。此外,將太陽能氫氣技術應用於能源密集型產業,使企業能夠在保持營運效率的同時實現永續性目標。不斷成長的工業需求加上扶持政策,將為該市場帶來長期擴張。
區域監管不確定性
不同地區監管的不確定性對太陽能-氫能轉換市場構成了重大威脅。政府獎勵、補貼和安全標準的差異使計劃規劃和投資變得複雜。此外,缺乏統一的氫氣生產和儲存認證框架可能會延遲商業化進程。政策變革和立法延遲可能會降低投資者信心,並減緩新的太陽能-氫能聯合發電設施的部署。這種不確定性凸顯了市場對一致且支持性的法規環境的依賴,以實現永續成長和應用。
新冠疫情擾亂了太陽能板、電解槽和儲氫系統的供應鏈,導致全球計劃進度延誤。停工和出行限制推遲了太陽能製氫工廠的安裝和試運行。由於製造業活動減少,工業需求暫時下降,影響了短期收益。然而,針對可再生能源的經濟獎勵策略和復甦計畫重振了對綠色氫能基礎設施的投資。整體而言,雖然新冠疫情造成了暫時的挫折,但也強化了分散式可再生能源解決方案(包括太陽能製氫系統)的戰略重要性。
太陽能電池產業預計將成為預測期內最大的產業
預計太陽能電池領域將在預測期內佔據最大的市場佔有率,因為其在將太陽能轉化為電能用於氫氣生產方面具有效率、擴充性和成本效益。在陽光充足的地區,高採用率支持大規模太陽能製氫系統。雙面電池和串聯電池等光伏技術的進步促進了能量捕獲及其與電解槽的整合。該行業受益於對太陽能發電廠的持續投資以及鼓勵清潔氫氣生產的可再生能源政策。
分散式系統部分預計將在預測期內以最高的複合年成長率成長
預計分散式系統細分市場將在預測期內實現最高成長率,這得益於對分散式和在局部氫氣需求的不斷成長。分散式太陽能製氫系統使工業、偏遠地區和微電網能夠就地生產清潔氫氣,從而降低運輸成本並減少對集中式工廠的依賴。靈活性、擴充性以及與可再生能源整合的可能性正在推動其應用。人們對能源自給自足解決方案的興趣日益濃厚,尤其是在偏遠和無電地區,這增強了該細分市場的成長前景。
預計亞太地區將在預測期內佔據最大的市場佔有率,這得益於充足的太陽能產能、不斷成長的工業氫能需求以及有利的政府政策。中國、日本、印度和韓國等國家正大力投資太陽能氫氣計劃,以實現其可再生能源目標。製造地的存在和充足的太陽照度增加了部署的潛力。此外,該地區在工業和電力行業脫碳方面的努力進一步鞏固了亞太地區在該市場的主導地位。
在預測期內,北美預計將憑藉技術創新、支援性清潔能源政策和強勁的研發投入,實現最高的複合年成長率。美國和加拿大正在積極推動綠色氫能生產,透過工業和交通運輸應用的太陽能氫氣計劃。高效能太陽能光電系統、電解槽和儲能技術的進步將促進大規模部署。此外,強力的政府獎勵和私人投資正在加速該技術的採用,使北美成為太陽能製氫的關鍵成長熱點。
According to Stratistics MRC, the Global Solar-to-Hydrogen Conversion Market is accounted for $19.08 million in 2025 and is expected to reach $37.2 million by 2032 growing at a CAGR of 11.8% during the forecast period. Solar-to-hydrogen conversion is a clean energy process that utilizes solar power to produce hydrogen fuel through methods such as photoelectrochemical water splitting or solar-powered electrolysis. It enables sustainable hydrogen generation without carbon emissions, supporting energy storage, fuel cells, and industrial applications. This technology integrates solar panels or solar reactors with electrolyzers to split water molecules into hydrogen and oxygen and it offers a pathway to decarbonize transportation, manufacturing, and power sectors.
According to a consortium led by Fraunhofer ISE, new perovskite-silicon tandem solar cells are being specifically developed for integrated photoelectrochemical (PEC) systems.
Growing renewable energy adoption globally
The growing adoption of renewable energy sources worldwide is driving the solar-to-hydrogen conversion market, as industries and governments increasingly seek low-carbon alternatives. Rising environmental concerns and commitments to net-zero targets are encouraging investment in solar-powered hydrogen production systems. The integration of solar energy with electrolyzers enables cleaner, decentralized energy solutions. Additionally, incentives for renewable energy deployment and declining solar technology costs are further fueling market growth, positioning solar-to-hydrogen as a critical component of the global green hydrogen ecosystem.
Limited large-scale infrastructure availability
Limited infrastructure for large-scale solar-to-hydrogen conversion poses a significant restraint on market expansion. Existing electrolyzer and storage facilities are often insufficient to support industrial-scale hydrogen production. Furthermore, integration with power grids and distribution networks requires substantial investment and planning. The lack of mature transport, storage, and refueling systems further constrains adoption. Consequently, while technological feasibility exists, infrastructure limitations continue to impede large-scale deployment, particularly in regions with underdeveloped renewable energy networks.
Expansion in industrial hydrogen applications
Expansion in industrial hydrogen applications presents a lucrative growth opportunity for the solar-to-hydrogen market. Sectors such as steel, chemical manufacturing, and ammonia production increasingly seek green hydrogen to reduce carbon emissions. Solar-to-hydrogen systems offer localized, renewable solutions that mitigate dependency on fossil fuels. Additionally, the integration of solar hydrogen into energy-intensive industries allows companies to meet sustainability goals while maintaining operational efficiency. Growing industrial demand, coupled with supportive policies, positions this market for long-term expansion.
Regulatory uncertainty across regions
Regulatory uncertainty across regions poses a significant threat to the solar-to-hydrogen conversion market. Variability in government incentives, subsidies, and safety standards complicates project planning and investment. Additionally, lack of harmonized certification frameworks for hydrogen production and storage can delay commercialization. Policy shifts or delays in legislation may reduce investor confidence and slow deployment of new solar-to-hydrogen facilities. Such uncertainties highlight the market's dependence on consistent, supportive regulatory environments for sustainable growth and adoption.
The Covid-19 pandemic disrupted supply chains for solar panels, electrolyzers, and hydrogen storage systems, slowing project timelines globally. Lockdowns and restricted mobility delayed installation and commissioning of solar-to-hydrogen plants. Industrial demand temporarily declined due to reduced manufacturing activity, affecting short-term revenue. However, stimulus measures and recovery packages targeting renewable energy revitalized investment in green hydrogen infrastructure. Overall, while Covid-19 caused temporary setbacks, it also reinforced the strategic importance of decentralized renewable energy solutions, including solar-to-hydrogen systems.
The photovoltaic cells segment is expected to be the largest during the forecast period
The photovoltaic cells segment is expected to account for the largest market share during the forecast period, esulting from their efficiency, scalability, and cost-effectiveness in converting solar energy into electricity for hydrogen production. High adoption rates are observed in regions with abundant sunlight, supporting large-scale solar-to-hydrogen systems. Advances in PV technologies, such as bifacial and tandem cells, enhance energy capture and integration with electrolyzers. This segment benefits from ongoing investments in solar farms and renewable energy policies that encourage clean hydrogen production.
The distributed systems segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the distributed systems segment is predicted to witness the highest growth rate, propelled by the rising need for decentralized and localized hydrogen generation. Distributed solar-to-hydrogen systems enable industrial parks, remote facilities, and microgrids to produce clean hydrogen on-site, reducing transportation costs and dependency on centralized plants. The flexibility, scalability, and integration potential with renewable energy sources drive adoption. Increasing interest in self-sufficient energy solutions, particularly in remote or off-grid areas, fuels strong growth prospects for this segment.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, attributed to substantial solar energy capacity, growing industrial hydrogen demand, and favorable government policies. Countries such as China, Japan, India, and South Korea are investing heavily in solar-to-hydrogen projects to meet renewable energy targets. The presence of manufacturing hubs and abundant solar irradiance enhances deployment potential. Moreover, regional initiatives to decarbonize industry and power sectors further reinforce Asia Pacific's dominance in this market.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with technological innovations, supportive clean energy policies, and substantial R&D investment. The U.S. and Canada are actively promoting green hydrogen production through solar-to-hydrogen projects for industrial and transport applications. Advancements in high-efficiency photovoltaic systems, electrolyzers, and storage technologies facilitate scalable deployment. Additionally, strong government incentives and private-sector investments are accelerating adoption, making North America a key growth hotspot for solar-to-hydrogen conversion.
Key players in the market
Some of the key players in Solar-to-Hydrogen Conversion Market include SunHydrogen Inc., Enapter AG, Suzhou GH New Energy Co. Ltd., Flux50, Schmid Group, Proton OnSite, Nel ASA, Sunfire GmbH, Siemens Energy AG, Toshiba Energy Systems & Solutions Corporation, Linde plc, Cummins Inc., H&R Olwerke Schindler GmbH, Wind to Gas Energy GmbH & Co. KG, Air Liquide S.A., Air Products and Chemicals, Inc., and AMEA Power.
In July 2025, Enapter AG announced the commissioning of its first mass production facility, the Enapter Campus in Germany, to scale up the manufacturing of its standardized AEM electrolyser modules for green hydrogen production.
In June 2025, SunHydrogen Inc. unveiled a significant breakthrough in its nanoparticle-based green hydrogen technology, achieving a new milestone in solar-to-hydrogen conversion efficiency during extended durability testing.
In May 2025, Nel ASA launched its new, high-capacity PEM electrolyser, the "Nel Mega," designed for large-scale industrial and power plant applications, boasting enhanced efficiency and lower levelized cost of hydrogen (LCOH).
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.