固体氧化物燃料电池（SOFC）：技术与全球市场

全球固体氧化物燃料电池（SOFC）市场预计将从 2025 年的 32 亿美元成长到 2030 年底的 96 亿美元，预测期（2025-2030 年）的复合年增长率为 24.4%。

预计亚太市场规模将从2025年的17亿美元成长到2,030年底的48亿美元，预测期间（2025-2030年）复合年增长率为22.7%。预计北美市场规模将从2025年的8.207亿美元成长到2030年底的26亿美元，预测期内复合年增长率为25.8%。

本报告调查了全球固体氧化物燃料电池（SOFC）市场，并提供了市场概况、市场影响因素和市场机会分析、技术趋势、法律制度、市场规模趋势和预测、按各个细分市场和地区进行的详细分析以及主要企业的概况。

目录

第一章执行摘要

• 市场展望
• 调查范围
• 市场摘要
• 市场动态与成长要素
• 细分市场分析
• 区域分析与新兴市场
• 结论

第二章 市场概览

• 当前市场概况及未来展望
• 当前市场概况
• 未来情景
• 价值链分析
• 波特五力分析
• 宏观经济因素
• 对低排放燃料的需求
• 全球向绿色能源转型
• 美国关税对固态氧化物燃料电池市场的影响
• 政府主导的法规结构和倡议

第三章 市场动态

• 概述
• 市场驱动因素
• 对燃料电池电动车的需求不断增长
• 政府的支持性法规和奖励
• 燃料电池技术的进步
• 市场限制
• 催化剂高成本
• 氢气的储存和运输高成本。
• 市场机会
• 对清洁能源来源的需求日益增长
• 燃料电池作为资料中心备用电源的需求

第四章 新兴科技与发展

• 概述
• 新兴技术/应用
• 双极板（BPP）的发育
• SOFC堆的开发
• 专利分析
• 概述
• 主要专利
• 主要发现

第五章 市场区隔分析

• 细分市场分析
• 市场区隔：按类型
• 重点总结
• 平板型固态氧化物燃料电池
• 管式固态氧化物燃料电池
• 市场区隔：按组件
• 重点总结
• 辅助设备（BoP）
• SOFC堆
• 市场区隔：按应用领域
• 重点总结
• 固定用
• 用于运输
• 便携的
• 地理细分
• 市场区隔：依地区划分
• 重点总结
• 北美洲
• 欧洲
• 亚太地区
• 其他地区

第六章 竞争情势

• 概述
• 市场排名分析
• Bloom Energy
• Mitsubishi Heavy Industries Ltd.
• Doosan Fuel Cell Co. Ltd.
• FuelCell Energy Inc.
• Kyocera Corp.
• 主要进展

第七章固体氧化物燃料电池（SOFC）市场的永续性：ESG视角

• 概述
• 环境影响
• 对社会的影响
• 管治影响
• 当前市场中ESG的现状
• 案例研究：ESG成功案例
• Plug Power Inc.
• Ballard Power Systems
• BCC的结语

第八章附录

• 调查方法
• 调查程序
• 参考
• 简称
• 公司简介
• AISIN CORP.
• BLOOM ENERGY
• CONVION LTD.
• DOOSAN FUEL CELL CO. LTD.
• ELCOGEN AS
• FUELCELL ENERGY INC.
• KYOCERA CORP.
• MITSUBISHI HEAVY INDUSTRIES LTD.
• NEW ENERDAY GMBH
• NEXCERIS
• OXEON ENERGY LLC.
• SOLYDERA SPA
• SPECIAL POWER SOURCES
• UPSTART POWER
• WATT FUEL CELL
• 其他主要企业

The global market for solid oxide fuel cells (SOFC) is expected to grow from $3.2 billion in 2025 and is projected to reach $9.6 billion by the end of 2030, at a compound annual growth rate (CAGR) of 24.4% during the forecast period of 2025 to 2030.

The Asia-Pacific SOFC market is expected to grow from $1.7 billion in 2025 and is projected to reach $4.8 billion by the end of 2030, at a CAGR of 22.7% during the forecast period of 2025 to 2030.

The North American SOFC market is expected to grow from $820.7 million in 2025 and is projected to reach $2.6 billion by the end of 2030, at a CAGR of 25.8% during the forecast period of 2025 to 2030.

Report Scope

This report encompasses a segmental analysis of the market by type, component, and application. The report also discusses the new innovations in SOFC technology, regulatory analysis, competitive aspects, energy transition, and economic trends that influence the market. The analyst has included a patent analysis for the SOFC market, which depicts an attractive investment prospect for technology investors. The study consists of Porter's analysis, an ESG development chapter, macro-economic factors, and a competitive landscape analysis, which enables the reader to understand more precisely the competitive environment in the global market. The report concludes by providing detailed profiles of the major providers of SOFCs.

The report also includes a regional analysis of SOFCs that covers North America, Europe, Asia-Pacific, and the Rest of the World (e.g., South America, the Middle East, and Africa). The country analysis, including the U.S., the U.K., South Korea, Japan, and China, further examines the current and future factors influencing demand. For this report, 2024 is considered the base year and 2025 is the estimated year. The market values are forecast for five years through 2030. All market values are in U.S. dollars ($) millions.

Report Includes

• 38 data tables and 48 additional tables
• An overview of the global market and technologies for solid oxide fuel cells (SOFC)
• Analyses of the global market trends, with sales data for 2024, estimates for 2025, forecasts for 2028, 2029, and projections for CAGRs through 2030
• Highlights of the market potential for solid oxide fuel cells, based on type, component, application, and region
• Coverage of history, comparison and characteristics of major fuel cell types and cost analysis of SOFC; and information on recent commercial developments, government initiatives and subsidies
• Discussion on the environmental impact of various types of SOFC
• Information on the latest developments in the SOFC and new industry research, upcoming technologies and economic trends
• Identification of challenges and discussion on how to overcome those to enable the market to reach its commercialization potential, and ESG trends of the market- Market share analysis of the key companies of the industry and coverage of their proprietary technologies, strategic alliances, and other key market strategies and a relevant patent analysis
• Comprehensive company profiles of the leading companies of the industry, including Bloom Energy, Mitsubishi Heavy Industries Ltd., Dosan Fuel Cell, Fuel Cell Energy, and Kyocera Corp.

Table of Contents

Chapter 1 Executive Summary

• Market Outlook
• Scope of Report
• Market Summary
• Market Dynamics and Growth Factors
• Segmental Analysis
• Regional Insights and Emerging Markets
• Conclusion

Chapter 2 Market Overview

• Current Market Overview and Future Scenario
• Current Market Overview
• Future Scenario
• Value Chain Analysis
• Raw Material Providers
• Component Manufacturers
• SOFC Providers and Manufacturers
• End-Use Industries
• Porter's Five Forces Analysis
• Bargaining Power of Buyers
• Bargaining Power of Suppliers
• Potential for New Entrants to the Market
• Competition in the Industry
• Threat of Substitutes
• Macroeconomic Factors
• Demand for Low-Emission Fuels
• Global Transition Toward Green Energy
• Impact of U.S. Tariff on the SOFC Market
• Government-Led Regulatory Frameworks and Initiatives
• U.S.
• Germany
• U.K.
• China
• Japan
• South Korea

Chapter 3 Market Dynamics

• Overview
• Market Drivers
• Growing Demand for FCEVs
• Supportive Government Regulations and Incentives
• Technological Advances in Fuel Cell Technology
• Market Restraints
• High Cost of Catalysts
• High Cost of Hydrogen Storage and Distribution
• Market Opportunities
• Growing Demand for Clean Energy Sources
• Demand for Fuel Cells for Backup Power in Data Centers

Chapter 4 Emerging Technologies and Developments

• Overview
• Emerging Technologies/Applications
• Developments in Bipolar Plates (BPPs)
• Developments in the SOFC Stacks
• Patent Analysis
• Overview
• Key Patents
• Key Findings

Chapter 5 Market Segmentation Analysis

• Segmentation Breakdown
• Global Market for Solid Oxide Fuel Cells by Type
• Key Takeaways for Type
• Planar SOFCs
• Tubular SOFCs
• Global Market for Solid Oxide Fuel Cells by Component
• Key Takeaways for Component
• Balance of Plant
• SOFC stack
• Global Market for Solid Oxide Fuel Cells by Application
• Key Takeaways for Applications
• Stationary
• Transportation
• Portable
• Geographic Breakdown
• Market Breakdown by Region
• Key Takeaways for Region
• North America
• Europe
• Asia-Pacific
• Rest of the World (RoW)

Chapter 6 Competitive Landscape

• Overview
• Market Ranking Analysis
• Bloom Energy
• Mitsubishi Heavy Industries Ltd.
• Doosan Fuel Cell Co. Ltd.
• FuelCell Energy Inc.
• Kyocera Corp.
• Key Developments

Chapter 7 Sustainability in the Solid Oxide Fuel Cells Market: An ESG Perspective

• Overview
• Environmental Impact
• Social Impact
• Governance Impact
• Current Status of ESG in the Market
• Case Study: Examples of Successful Implementation of ESG
• Plug Power Inc.
• Ballard Power Systems
• Concluding Remarks from BCC Research

Chapter 8 Appendix

• Methodology
• Research Steps
• References
• Abbreviations
• Company Profiles
• AISIN CORP.
• BLOOM ENERGY
• CONVION LTD.
• DOOSAN FUEL CELL CO. LTD.
• ELCOGEN AS
• FUELCELL ENERGY INC.
• KYOCERA CORP.
• MITSUBISHI HEAVY INDUSTRIES LTD.
• NEW ENERDAY GMBH
• NEXCERIS
• OXEON ENERGY LLC.
• SOLYDERA SPA
• SPECIAL POWER SOURCES
• UPSTART POWER
• WATT FUEL CELL
• Other Notable Players in the Global Market for Solid Oxide Fuel Cells

List of Tables

• Summary Table : Global Market for Solid Oxide Fuel Cells, by Region, Through 2030
• Table 1 : Key Patents for Solid Oxide Fuel Cells, 2023-2024
• Table 2 : Global Market for Solid Oxide Fuel Cells, by Type, Through 2030
• Table 3 : Global Market for Solid Oxide Fuel Cells for Planar SOFCs, by Region, Through 2030
• Table 4 : Global Market for Solid Oxide Fuel Cells for Tubular SOFCs, by Region, Through 2030
• Table 5 : Global Market for Solid Oxide Fuel Cells, by Component, Through 2030
• Table 6 : Global Market for Solid Oxide Fuel Cells for Balance of Plant, by Region, Through 2030
• Table 7 : Global Market for Solid Oxide Fuel Cells for SOFC Stack, by Region, Through 2030
• Table 8 : Global Market for Solid Oxide Fuel Cells, by Application, Through 2030
• Table 9 : Global Market for Solid Oxide Fuel Cells for Stationary Applications, by Type, Through 2030
• Table 10 : Global Market for Solid Oxide Fuel Cells for Stationary Applications, by Region, Through 2030
• Table 11 : Developments in Hydrogen-Powered Vehicles, 2022-2024
• Table 12 : Global Market for Solid Oxide Fuel Cells for Transportation Applications, by Region, Through 2030
• Table 13 : Global Market for Solid Oxide Fuel Cells for Portable Applications, by Region, Through 2030
• Table 14 : Global Market for Solid Oxide Fuel Cells, by Region, Through 2030
• Table 15 : North American Market for Solid Oxide Fuel Cells, by Type, Through 2030
• Table 16 : North American Market for Solid Oxide Fuel Cells, by Component, Through 2030
• Table 17 : North American Market for Solid Oxide Fuel Cells, by Application, Through 2030
• Table 18 : North American Market for Solid Oxide Fuel Cells for Stationary Application, by Type, Through 2030
• Table 19 : North American Market for Solid Oxide Fuel Cells, by Country, Through 2030
• Table 20 : European Market for Solid Oxide Fuel Cells, by Type, Through 2030
• Table 21 : European Market for Solid Oxide Fuel Cells, by Component, Through 2030
• Table 22 : European Market for Solid Oxide Fuel Cells, by Application, Through 2030
• Table 23 : European Market for Solid Oxide Fuel Cells for Stationary Applications, by Type, Through 2030
• Table 24 : European Market for Solid Oxide Fuel Cells, by Country, Through 2030
• Table 25 : Asia-Pacific Market for Solid Oxide Fuel Cells, by Type, Through 2030
• Table 26 : Asia-Pacific Market for Solid Oxide Fuel Cells, by Component, Through 2030
• Table 27 : Asia-Pacific Market for Solid Oxide Fuel Cells, by Application, Through 2030
• Table 28 : Asia-Pacific Market for Solid Oxide Fuel Cells for Stationary Applications, by Type, Through 2030
• Table 29 : Asia-Pacific Market for Solid Oxide Fuel Cells, by Country, Through 2030
• Table 30 : RoW Market for Solid Oxide Fuel Cells, by Type, Through 2030
• Table 31 : RoW Market for Solid Oxide Fuel Cells, by Component, Through 2030
• Table 32 : RoW Market for Solid Oxide Fuel Cells, by Application, Through 2030
• Table 33 : RoW Market for Solid Oxide Fuel Cells for Stationary Applications, by Type, Through 2030
• Table 34 : RoW Market for Solid Oxide Fuel Cells, by Country, Through 2030
• Table 35 : Market Ranking of Key Companies in the Solid Oxide Fuel Cell Market, 2025
• Table 36 : Key Developments in the Global Market for Solid Oxide Fuel Cells, 2024-2025
• Table 37 : ESG Risk Rating Metric, by Company, 2025
• Table 38 : Plug Power's GHG Emissions, Electricity Usage, and Water Consumption, 2024
• Table 39 : Ballard Power Systems' Carbon Neutral Plan (CNP) Goal Summary and Progress, 2024
• Table 40 : Abbreviations Used in the Report
• Table 41 : Aisin Corp.: Company Snapshot
• Table 42 : Aisin Corp.: Financial Performance, FY 2023 and 2024
• Table 43 : Aisin Corp.: Product Portfolio
• Table 44 : Bloom Energy: Company Snapshot
• Table 45 : Bloom Energy: Financial Performance, FY 2023 and 2024
• Table 46 : Bloom Energy: Product Portfolio
• Table 47 : Bloom Energy: News/Key Developments, 2024
• Table 48 : Convion Ltd: Company Snapshot
• Table 49 : Convion Ltd: Product Portfolio
• Table 50 : Doosan Fuel Cell Co. Ltd.: Company Snapshot
• Table 51 : Doosan Fuel Cell Co. Ltd.: Financial Performance, FY 2022 and 2023
• Table 52 : Doosan Fuel Cell Co. Ltd.: Product Portfolio
• Table 53 : Doosan Fuel Cell Co. Ltd.: News/Key Developments, 2025
• Table 54 : Elcogen AS: Company Snapshot
• Table 55 : Elcogen AS: Product Portfolio
• Table 56 : Elcogen AS: News/Key Developments, 2024-2025
• Table 57 : FuelCell Energy Inc.: Company Snapshot
• Table 58 : FuelCell Energy Inc.: Financial Performance, FY 2023 and 2024
• Table 59 : FuelCell Energy Inc.: Product Portfolio
• Table 60 : FuelCell Energy Inc.: News/Key Developments, 2024
• Table 61 : Kyocera Corp.: Company Snapshot
• Table 62 : Kyocera Corp.: Financial Performance, FY 2023 and 2024
• Table 63 : Kyocera Corp.: Product Portfolio
• Table 64 : Mitsubishi Heavy Industries Ltd.: Company Snapshot
• Table 65 : Mitsubishi Heavy Industries Ltd.: Financial Performance, FY 2023 and 2024
• Table 66 : Mitsubishi Heavy Industries Ltd.: Product Portfolio
• Table 67 : New Enerday GmbH: Company Snapshot
• Table 68 : New Enerday GmbH: Product Portfolio
• Table 69 : New Enerday GmbH: News/Key Developments, 2025
• Table 70 : Nexceris: Company Snapshot
• Table 71 : Nexceris: Product Portfolio
• Table 72 : Nexceris: News/Key Developments, 2024
• Table 73 : Oxeon Energy LLC.: Company Snapshot
• Table 74 : Oxeon Energy LLC.: Product Portfolio
• Table 75 : Oxeon Energy LLC.: News/Key Developments, 2024
• Table 76 : SolydEra SpA: Company Snapshot
• Table 77 : SolydEra SpA: Product Portfolio
• Table 78 : SolydEra SpA: News/Key Developments, 2024
• Table 79 : Special Power Sources: Company Snapshot
• Table 80 : Special Power Sources: Product Portfolio
• Table 81 : Upstart Power: Company Snapshot
• Table 82 : Upstart Power: Product Portfolio
• Table 83 : WATT Fuel Cell: Company Snapshot
• Table 84 : WATT Fuel Cell: Product Portfolio
• Table 85 : Other Notable Players in the Global Market for Solid Oxide Fuel Cells

List of Figures

• Summary Figure : Global Market Shares for Solid Oxide Fuel Cells, by Region, 2024
• Figure 1 : Value Chain for the Global Market for Solid Oxide Fuel Cells
• Figure 2 : Porter's Five Forces Model for the Solid Oxide Fuel Cells Market
• Figure 3 : Market Dynamics of Solid Oxide Fuel Cells
• Figure 4 : Breakdown of Stack Cost at Production Volumes, 2023
• Figure 5 : Granted Patents for Solid Oxide Fuel Cells, 2021-2024
• Figure 6 : Patent Shares of Solid Oxide Fuel Cells, by Applicant, 2024
• Figure 7 : Global Market Shares for Solid Oxide Fuel Cells, by Type, 2024
• Figure 8 : Global Market Shares for Solid Oxide Fuel Cells for Planar SOFCs, by Region, 2024
• Figure 9 : Global Market Shares for Solid Oxide Fuel Cells for Tubular SOFCs, by Region, 2024
• Figure 10 : Global Market Shares for Solid Oxide Fuel Cells, by Component, 2024
• Figure 11 : Global Market Shares for Solid Oxide Fuel Cells for Balance of Plant, by Region, 2024
• Figure 12 : Global Market Shares for Solid Oxide Fuel Cells for SOFC Stack, by Region, 2024
• Figure 13 : Global Market Shares for Solid Oxide Fuel Cells, by Application, 2024
• Figure 14 : Global Market Shares for Solid Oxide Fuel Cells for Stationary Applications, by Type, 2024
• Figure 15 : Global Market Shares for Solid Oxide Fuel Cells for Stationary Applications, by Region, 2024
• Figure 16 : Global Market Shares for Solid Oxide Fuel Cells for Transportation Applications, by Region, 2024
• Figure 17 : Global Market Shares for Solid Oxide Fuel Cells for Portable Applications, by Region, 2024
• Figure 18 : Global Market Shares for Solid Oxide Fuel Cells, by Region, 2024
• Figure 19 : North American Market Shares for Solid Oxide Fuel Cells, by Type, 2024
• Figure 20 : North American Market Shares for Solid Oxide Fuel Cells, by Component, 2024
• Figure 21 : North American Market Shares for Solid Oxide Fuel Cells, by Application, 2024
• Figure 22 : North American Market Shares for Solid Oxide Fuel Cells for Stationary Applications, by Type, 2024
• Figure 23 : North American Market Shares for Solid Oxide Fuel Cells, by Country, 2024
• Figure 24 : European Market Shares for Solid Oxide Fuel Cells, by Type, 2024
• Figure 25 : European Market Shares for Solid Oxide Fuel Cells, by Component, 2024
• Figure 26 : European Market Shares for Solid Oxide Fuel Cells, by Application, 2024
• Figure 27 : European Market Shares for Solid Oxide Fuel Cells for Stationary Applications, by Type, 2024
• Figure 28 : European Market Shares for Solid Oxide Fuel Cells, by Country, 2024
• Figure 29 : Asia-Pacific Market Shares for Solid Oxide Fuel Cells, by Type, 2024
• Figure 30 : Asia-Pacific Market Shares for Solid Oxide Fuel Cells, by Component, 2024
• Figure 31 : Asia-Pacific Market Shares for Solid Oxide Fuel Cells, by Application, 2024
• Figure 32 : Asia-Pacific Market Shares for Solid Oxide Fuel Cells for Stationary Applications, by Type, 2024
• Figure 33 : Asia-Pacific Market Shares for Solid Oxide Fuel Cells, by Country, 2024
• Figure 34 : RoW Market Shares for Solid Oxide Fuel Cells, by Type, 2024
• Figure 35 : RoW Market Shares for Solid Oxide Fuel Cells, by Component, 2024
• Figure 36 : RoW Market Shares for Solid Oxide Fuel Cells, by Application, 2024
• Figure 37 : RoW Market Shares for Solid Oxide Fuel Cells for Stationary Applications, by Type, 2024
• Figure 38 : RoW Market Shares for Solid Oxide Fuel Cells, by Country, 2024
• Figure 39 : Aisin Corp.: Revenue Shares, by Region, FY 2024
• Figure 40 : Bloom Energy: Revenue Shares, by Business Unit, FY 2024
• Figure 41 : FuelCell Energy Inc.: Revenue Shares, by Business Unit, FY 2024
• Figure 42 : FuelCell Energy Inc.: Revenue Shares, by Region, FY 2024
• Figure 43 : Kyocera Corp.: Revenue Shares, by Business Unit, FY 2024
• Figure 44 : Kyocera Corp.: Revenue Shares, by Region, FY 2024
• Figure 45 : Mitsubishi Heavy Industries Ltd.: Revenue Shares, by Business Unit, FY 2024