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1953448

水電電解市場 - 全球產業規模、佔有率、趨勢、機會及預測（按類型、應用、地區和競爭格局分類，2021-2031年）

Water Electrolysis Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Type, By Application, By Region & Competition, 2021-2031F
出版日期: | 出版商: TechSci Research | 英文 181 Pages | 商品交期: 2-3個工作天內

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簡介目錄

全球水電電解市場預計將從 2025 年的 69.4 億美元成長到 2031 年的 93.3 億美元，複合年成長率為 5.06%。

水電電解是一種利用電能將水分解成氫氣和氧氣的電化學過程，是生產低排放氫燃料的關鍵技術。市場成長主要受全球嚴格的脫碳政策和可再生能源成本下降的驅動，這使得重工業和交通運輸等難以排放的行業對可擴展的綠色氫能解決方案的需求日益成長。這些監管和經濟因素共同建構了一條穩定的成長路徑，使其擺脫了短期趨勢的桎梏，並成為未來能源基礎設施的支柱。

市場概覽
預測期 2027-2031
市場規模：2025年 69.4億美元
市場規模：2031年 93.3億美元
複合年成長率：2026-2031年 5.06%
成長最快的細分市場 鹼性電解裝置
最大的市場 歐洲

儘管水電解具有巨大潛力，但其廣泛應用仍面臨諸多挑戰，高成本投資成本和龐大的電力需求構成了主要障礙，使得在成本敏感地區難以實現經濟效益。然而，隨著水電解從試點規模轉型為商業規模，該產業仍致力於擴大產能。國際能源總署（IEA）預測，到2024年底，全球水力發電電解裝置容量將達到5吉瓦，較2023年的1.4吉瓦顯著成長。

市場促進因素

政府支持政策和財政獎勵是水電電解市場的關鍵驅動力，有助於降低綠色氫能部署相關的高額初始資本風險。諸如競爭性競標和生產稅額扣抵等公共融資機制對於縮小可再生氫和石化燃料之間的價格差距、促進工業應用至關重要。在致力於實現能源獨立和氣候目標的主要經濟體中，這種監管支持顯而易見。例如，歐盟委員會在其2024年4月公佈的「歐洲氫能銀行競標結果」中，向七個可再生氫能計劃授予了約7.2億歐元的資金，以加速國內產能建設。此類財政干預措施有助於最終的投資決策，並刺激吉瓦級設施的供應鏈發展。

同時，增加對氫能基礎設施的投資是關鍵促進因素，它建構了一個支持氫氣生產、儲存、運輸和終端用戶供應的生態系統。在難以脫碳的地區，不斷成長的需求正在加速資本流入綜合電解計劃和物流網路。根據氫能理事會於2024年9月發布的《2024年氫能洞察》報告，全球氫能計劃儲備已趨於成熟，已承諾的資本投資額達750億美元。此外，美國能源局宣布將在2024年投資7.5億美元，用於降低清潔氫的成本並改進生產技術，凸顯了全球氫能技術正從初步試驗向工業可行性階段過渡。

市場挑戰

高昂的資本投入加上龐大的電力需求，一直是限制水電電解計劃經濟可行性的障礙。這些高成本直接影響氫氣的平準化成本，使得綠色氫氣難以在價格敏感的市場中與現有的石化燃料取代能源競爭。因此，許多潛在投資者推遲了最終的投資決策，導致計劃公告發佈到實際開工之間出現顯著的延誤。

這種猶豫不決阻礙了從試點研究到商業規模運營的過渡，而無法獲得價格合理的可再生能源進一步加劇了營運成本，限制了市場准入和基礎設施建設。由於這些經濟限制因素，根據國際能源總署（IEA）2024年的數據，已公佈的低排放氫氣生產產能中只有4%最終進入投資決策階段。如此低的轉換率表明，成本結構仍然是限制全球水電電解市場快速擴張的關鍵因素。

市場趨勢

透過超級工廠擴大自動化電解設備製造能力，標誌著供應鏈的根本性轉折點，推動產業從客製化生產轉向標準化大規模生產。企業正增加對機器人技術數位化組裝的投資，以實現提高生產效率和降低單位成本所需的規模經濟效益，從而有效消除傳統的設備供應瓶頸。根據國際能源總署於2024年10月發布的《2024年全球氫能展望》，預計2023年，全球電解槽製造能力將加倍，達到每年25吉瓦，為未來的市場擴張奠定堅實基礎。

同時，市場正經歷從兆瓦級到吉瓦級電解計劃的重大轉型，將有助於鋼鐵、化工等重工業實現脫碳。開發商正從試點階段邁向大規模、一體化、公用事業級的企業發展，這需要複雜的物流規劃和模組化系統設計。這種規模化效應顯著提升了營運效率。蒂森克虜伯核能公司於2024年8月發布的《2023/2024會計年度第三季報告》便是一個很好的例證。該報告指出，NEOM綠色氫能計劃取得了顯著進展，並確認標準化20兆瓦模組的交付已超過800兆瓦，總容量已達800兆瓦。

目錄

第1章概述

第2章調查方法

第3章執行摘要

第4章：客戶評價

第5章 全球水電電解市場展望

  • 市場規模及預測
    • 按金額
  • 市佔率及預測
    • 依類型（鹼性電解槽、質子交換膜（PEM）電解槽、固體氧化物電解槽（SOEC）、陰離子交換膜（AEM）電解槽）
    • 按應用領域（煉油業、電力和儲能產業、氨生產、甲醇生產、運輸業、其他）
    • 按地區
    • 按公司（2025 年）
  • 市場地圖

第6章：北美水電電解市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 北美洲：國家分析
    • 美國
    • 加拿大
    • 墨西哥

第7章：歐洲水電電解市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 歐洲：國家分析
    • 德國
    • 法國
    • 英國
    • 義大利
    • 西班牙

第8章：亞太地區水電電解市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 亞太地區：國家分析
    • 中國
    • 印度
    • 日本
    • 韓國
    • 澳洲

第9章：中東與非洲水電電解市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 中東和非洲：國家分析
    • 沙烏地阿拉伯
    • 阿拉伯聯合大公國
    • 南非

第10章 南美洲水電電解市場展望

  • 市場規模及預測
  • 市佔率及預測
  • 南美洲：國家分析
    • 巴西
    • 哥倫比亞
    • 阿根廷

第11章 市場動態

  • 促進要素
  • 任務

第12章 市場趨勢與發展

  • 併購
  • 產品發布
  • 最新進展

第13章 全球水力發電電解市場：SWOT分析

第14章：波特五力分析

  • 產業競爭
  • 新進入者的可能性
  • 供應商電力
  • 顧客權力
  • 替代品的威脅

第15章 競爭格局

  • Asahi Kasei Corporation
  • Nel ASA
  • thyssenkrupp AG
  • Cummins Inc.
  • Toshiba Energy Systems & Solutions Corporation
  • Teledyne Technologies Incorporated
  • Suzhou Green Hydrogen Energy Co., Ltd.
  • ITM Power PLC
  • Clean Power Hydrogen plc
  • Plug Power Inc.

第16章 策略建議

第17章：關於研究公司及免責聲明

簡介目錄
Product Code: 24021

The Global Water Electrolysis Market is anticipated to grow from USD 6.94 Billion in 2025 to USD 9.33 Billion by 2031, registering a CAGR of 5.06%. Water electrolysis is an electrochemical process that uses electricity to separate water into hydrogen and oxygen, serving as a critical technology for producing low-emission hydrogen fuel. Market growth is largely propelled by strict global decarbonization mandates and falling renewable energy costs, which create a need for scalable green hydrogen solutions in hard-to-abate sectors like heavy industry and transportation. These regulatory and economic drivers establish a stable growth path distinct from temporary trends, positioning the technology as a pillar of future energy infrastructure.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 6.94 Billion
Market Size 2031USD 9.33 Billion
CAGR 2026-20315.06%
Fastest Growing SegmentAlkaline Electrolyzer
Largest MarketEurope

Despite this potential, widespread deployment faces significant hurdles due to high capital expenditures and substantial electricity requirements, which impact financial viability in cost-sensitive regions. However, the industry remains committed to capacity expansion as it transitions from pilot phases to commercial scale. The International Energy Agency projected that installed water electrolyser capacity would reach 5 GW by the end of 2024, marking a significant increase from the 1.4 GW recorded in 2023.

Market Driver

Supportive government policies and financial incentives act as the primary catalysts for the water electrolysis market, helping to mitigate the high upfront capital risks of green hydrogen deployment. Public funding mechanisms, such as competitive auctions and production tax credits, are essential for narrowing the price gap between renewable and fossil-fuel-derived hydrogen, thereby encouraging industrial adoption. This regulatory backing is evident in major economies aiming for energy independence and climate goals; for instance, the European Commission's 'European Hydrogen Bank Auction Results' in April 2024 awarded nearly EUR 720 million to seven renewable hydrogen projects to accelerate domestic production capabilities. Such financial interventions incentivize final investment decisions and stimulate the supply chain for gigawatt-scale facilities.

Simultaneously, growing investment in hydrogen infrastructure is a critical driver, supporting the ecosystem for producing, storing, and transporting hydrogen to end-users. As demand for decarbonized energy rises in hard-to-abate sectors, capital flows are increasingly targeting integrated electrolysis projects and logistical networks. The Hydrogen Council reported in September 2024, in its 'Hydrogen Insights 2024' report, that the global pipeline of hydrogen projects has matured, with committed capital investment reaching USD 75 billion. Furthermore, the U.S. Department of Energy announced USD 750 million in 2024 to reduce clean hydrogen costs and improve manufacturing technologies, underscoring the global shift from pilot testing to industrial viability.

Market Challenge

High capital expenditures coupled with substantial electricity requirements create a persistent barrier to the financial viability of water electrolysis projects. These elevated costs directly impact the levelized cost of hydrogen, making it difficult for green hydrogen to compete with established fossil-fuel alternatives in price-sensitive markets. Consequently, many potential investors delay final investment decisions, resulting in a significant lag between project announcements and actual construction.

This hesitation hinders the transition from pilot studies to commercial-scale operations, while the inability to secure affordable renewable power further exacerbates operational expenses, limiting market entry and infrastructure development. According to the International Energy Agency in 2024, only 4% of announced low-emission hydrogen production capacity had reached the final investment decision stage due to these economic constraints. This low conversion rate demonstrates that cost structures remain a primary factor restricting the rapid expansion of the global water electrolysis market.

Market Trends

The expansion of automated electrolyzer manufacturing capacities via gigafactories marks a fundamental shift in the supply chain, moving the industry from bespoke production to standardized mass manufacturing. Companies are increasingly investing in robotics and digitalized assembly lines to enhance throughput and achieve the economies of scale necessary for reducing unit costs, effectively addressing previous equipment availability bottlenecks. According to the International Energy Agency's 'Global Hydrogen Review 2024' in October 2024, global electrolyser manufacturing capacity doubled in 2023 to reach 25 GW per year, establishing a robust foundation for future market expansion.

Concurrently, the market is undergoing a decisive transition from megawatt to gigawatt-scale electrolysis project deployments, enabling the decarbonization of heavy industries such as steel and chemicals. Developers are moving beyond pilot phases to execute massive, integrated utility-scale operations that require sophisticated logistical planning and modular system designs. This scaling effect allows for significant operational efficiencies, as exemplified by Thyssenkrupp nucera in its August 2024 'Quarterly Statement Q3 2023/2024', which reported substantial progress on the NEOM green hydrogen project, confirming that the delivery of its standardized 20 MW modules had already exceeded 800 MW of the total capacity.

Key Market Players

  • Asahi Kasei Corporation
  • Nel ASA
  • thyssenkrupp AG
  • Cummins Inc.
  • Toshiba Energy Systems & Solutions Corporation
  • Teledyne Technologies Incorporated
  • Suzhou Green Hydrogen Energy Co., Ltd.
  • ITM Power PLC
  • Clean Power Hydrogen plc
  • Plug Power Inc.

Report Scope

In this report, the Global Water Electrolysis Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Water Electrolysis Market, By Type

  • Alkaline Electrolyzer
  • Proton Exchange Membrane (PEM) Electrolyzer
  • Solid Oxide Electrolyzer Cell (SOEC)
  • Anion Exchange Membrane (AEM) Electrolyzers

Water Electrolysis Market, By Application

  • Refining Industry
  • Power and Energy Storage
  • Ammonia Production
  • Methanol Production
  • Transportation/Mobility Industry
  • Others

Water Electrolysis Market, By Region

  • North America
    • United States
    • Canada
    • Mexico
  • Europe
    • France
    • United Kingdom
    • Italy
    • Germany
    • Spain
  • Asia Pacific
    • China
    • India
    • Japan
    • Australia
    • South Korea
  • South America
    • Brazil
    • Argentina
    • Colombia
  • Middle East & Africa
    • South Africa
    • Saudi Arabia
    • UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Water Electrolysis Market.

Available Customizations:

Global Water Electrolysis Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

  • Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

  • 1.1. Market Definition
  • 1.2. Scope of the Market
    • 1.2.1. Markets Covered
    • 1.2.2. Years Considered for Study
    • 1.2.3. Key Market Segmentations

2. Research Methodology

  • 2.1. Objective of the Study
  • 2.2. Baseline Methodology
  • 2.3. Key Industry Partners
  • 2.4. Major Association and Secondary Sources
  • 2.5. Forecasting Methodology
  • 2.6. Data Triangulation & Validation
  • 2.7. Assumptions and Limitations

3. Executive Summary

  • 3.1. Overview of the Market
  • 3.2. Overview of Key Market Segmentations
  • 3.3. Overview of Key Market Players
  • 3.4. Overview of Key Regions/Countries
  • 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Water Electrolysis Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Type (Alkaline Electrolyzer, Proton Exchange Membrane (PEM) Electrolyzer, Solid Oxide Electrolyzer Cell (SOEC), Anion Exchange Membrane (AEM) Electrolyzers)
    • 5.2.2. By Application (Refining Industry, Power and Energy Storage, Ammonia Production, Methanol Production, Transportation/Mobility Industry, Others)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Water Electrolysis Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Type
    • 6.2.2. By Application
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Water Electrolysis Market Outlook
      • 6.3.1.1. Market Size & Forecast
        • 6.3.1.1.1. By Value
      • 6.3.1.2. Market Share & Forecast
        • 6.3.1.2.1. By Type
        • 6.3.1.2.2. By Application
    • 6.3.2. Canada Water Electrolysis Market Outlook
      • 6.3.2.1. Market Size & Forecast
        • 6.3.2.1.1. By Value
      • 6.3.2.2. Market Share & Forecast
        • 6.3.2.2.1. By Type
        • 6.3.2.2.2. By Application
    • 6.3.3. Mexico Water Electrolysis Market Outlook
      • 6.3.3.1. Market Size & Forecast
        • 6.3.3.1.1. By Value
      • 6.3.3.2. Market Share & Forecast
        • 6.3.3.2.1. By Type
        • 6.3.3.2.2. By Application

7. Europe Water Electrolysis Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Type
    • 7.2.2. By Application
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Water Electrolysis Market Outlook
      • 7.3.1.1. Market Size & Forecast
        • 7.3.1.1.1. By Value
      • 7.3.1.2. Market Share & Forecast
        • 7.3.1.2.1. By Type
        • 7.3.1.2.2. By Application
    • 7.3.2. France Water Electrolysis Market Outlook
      • 7.3.2.1. Market Size & Forecast
        • 7.3.2.1.1. By Value
      • 7.3.2.2. Market Share & Forecast
        • 7.3.2.2.1. By Type
        • 7.3.2.2.2. By Application
    • 7.3.3. United Kingdom Water Electrolysis Market Outlook
      • 7.3.3.1. Market Size & Forecast
        • 7.3.3.1.1. By Value
      • 7.3.3.2. Market Share & Forecast
        • 7.3.3.2.1. By Type
        • 7.3.3.2.2. By Application
    • 7.3.4. Italy Water Electrolysis Market Outlook
      • 7.3.4.1. Market Size & Forecast
        • 7.3.4.1.1. By Value
      • 7.3.4.2. Market Share & Forecast
        • 7.3.4.2.1. By Type
        • 7.3.4.2.2. By Application
    • 7.3.5. Spain Water Electrolysis Market Outlook
      • 7.3.5.1. Market Size & Forecast
        • 7.3.5.1.1. By Value
      • 7.3.5.2. Market Share & Forecast
        • 7.3.5.2.1. By Type
        • 7.3.5.2.2. By Application

8. Asia Pacific Water Electrolysis Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Type
    • 8.2.2. By Application
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Water Electrolysis Market Outlook
      • 8.3.1.1. Market Size & Forecast
        • 8.3.1.1.1. By Value
      • 8.3.1.2. Market Share & Forecast
        • 8.3.1.2.1. By Type
        • 8.3.1.2.2. By Application
    • 8.3.2. India Water Electrolysis Market Outlook
      • 8.3.2.1. Market Size & Forecast
        • 8.3.2.1.1. By Value
      • 8.3.2.2. Market Share & Forecast
        • 8.3.2.2.1. By Type
        • 8.3.2.2.2. By Application
    • 8.3.3. Japan Water Electrolysis Market Outlook
      • 8.3.3.1. Market Size & Forecast
        • 8.3.3.1.1. By Value
      • 8.3.3.2. Market Share & Forecast
        • 8.3.3.2.1. By Type
        • 8.3.3.2.2. By Application
    • 8.3.4. South Korea Water Electrolysis Market Outlook
      • 8.3.4.1. Market Size & Forecast
        • 8.3.4.1.1. By Value
      • 8.3.4.2. Market Share & Forecast
        • 8.3.4.2.1. By Type
        • 8.3.4.2.2. By Application
    • 8.3.5. Australia Water Electrolysis Market Outlook
      • 8.3.5.1. Market Size & Forecast
        • 8.3.5.1.1. By Value
      • 8.3.5.2. Market Share & Forecast
        • 8.3.5.2.1. By Type
        • 8.3.5.2.2. By Application

9. Middle East & Africa Water Electrolysis Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Type
    • 9.2.2. By Application
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Water Electrolysis Market Outlook
      • 9.3.1.1. Market Size & Forecast
        • 9.3.1.1.1. By Value
      • 9.3.1.2. Market Share & Forecast
        • 9.3.1.2.1. By Type
        • 9.3.1.2.2. By Application
    • 9.3.2. UAE Water Electrolysis Market Outlook
      • 9.3.2.1. Market Size & Forecast
        • 9.3.2.1.1. By Value
      • 9.3.2.2. Market Share & Forecast
        • 9.3.2.2.1. By Type
        • 9.3.2.2.2. By Application
    • 9.3.3. South Africa Water Electrolysis Market Outlook
      • 9.3.3.1. Market Size & Forecast
        • 9.3.3.1.1. By Value
      • 9.3.3.2. Market Share & Forecast
        • 9.3.3.2.1. By Type
        • 9.3.3.2.2. By Application

10. South America Water Electrolysis Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Type
    • 10.2.2. By Application
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Water Electrolysis Market Outlook
      • 10.3.1.1. Market Size & Forecast
        • 10.3.1.1.1. By Value
      • 10.3.1.2. Market Share & Forecast
        • 10.3.1.2.1. By Type
        • 10.3.1.2.2. By Application
    • 10.3.2. Colombia Water Electrolysis Market Outlook
      • 10.3.2.1. Market Size & Forecast
        • 10.3.2.1.1. By Value
      • 10.3.2.2. Market Share & Forecast
        • 10.3.2.2.1. By Type
        • 10.3.2.2.2. By Application
    • 10.3.3. Argentina Water Electrolysis Market Outlook
      • 10.3.3.1. Market Size & Forecast
        • 10.3.3.1.1. By Value
      • 10.3.3.2. Market Share & Forecast
        • 10.3.3.2.1. By Type
        • 10.3.3.2.2. By Application

11. Market Dynamics

  • 11.1. Drivers
  • 11.2. Challenges

12. Market Trends & Developments

  • 12.1. Merger & Acquisition (If Any)
  • 12.2. Product Launches (If Any)
  • 12.3. Recent Developments

13. Global Water Electrolysis Market: SWOT Analysis

14. Porter's Five Forces Analysis

  • 14.1. Competition in the Industry
  • 14.2. Potential of New Entrants
  • 14.3. Power of Suppliers
  • 14.4. Power of Customers
  • 14.5. Threat of Substitute Products

15. Competitive Landscape

  • 15.1. Asahi Kasei Corporation
    • 15.1.1. Business Overview
    • 15.1.2. Products & Services
    • 15.1.3. Recent Developments
    • 15.1.4. Key Personnel
    • 15.1.5. SWOT Analysis
  • 15.2. Nel ASA
  • 15.3. thyssenkrupp AG
  • 15.4. Cummins Inc.
  • 15.5. Toshiba Energy Systems & Solutions Corporation
  • 15.6. Teledyne Technologies Incorporated
  • 15.7. Suzhou Green Hydrogen Energy Co., Ltd.
  • 15.8. ITM Power PLC
  • 15.9. Clean Power Hydrogen plc
  • 15.10. Plug Power Inc.

16. Strategic Recommendations

17. About Us & Disclaimer