PEM 电解器市场机会、成长动力、产业趋势分析及 2025-2034 年预测

PEM Electrolyzer Market Opportunity, Growth Drivers, Industry Trend Analysis, and Forecast 2025-2034

出版日期: 2025年02月19日 | 出版商:

Global Market Insights Inc. | 英文 150 Pages | 商品交期: 2-3个工作天内

价格

简介目录

全球 PEM 电解器市场价值 2024 年将达到 52.4 亿美元，随着清洁能源的推动力度加大，预计 2025 年至 2034 年期间的复合年增长率将达到 15.7%。世界各国政府正积极推动氢能战略，以符合长期气候目标和净零承诺。随着各国优先考虑脱碳，氢气生产正成为全球能源转型的基石。对绿色氢气不断增长的需求正在推动对先进电解器技术的投资，促进市场快速扩张。

能源消耗的激增，加上对永续燃料替代品的迫切需求，正在加速各行各业对 PEM 电解槽的采用。该技术能够生产零碳排放的高纯度氢气，其应用领域正在不断扩大，尤其是专注于清洁能源整合的产业。包括储存和分配网路在内的氢基础设施的快速发展进一步支持了市场的成长。随着能源安全问题日益严重，企业越来越多地采用 PEM 电解器来现场生产氢气，以减少对传统化石燃料的依赖。向低碳能源解决方案的转变以及严格的减排目标正在推动工业利益相关者走向可扩展且高效的氢气生产方法。

市场范围
起始年份	2024
预测年份	2025-2034
起始值	52.4亿美元
预测值	289亿美元
复合年增长率	15.7%

以容量计算，预计到 2034 年，>500 kW - 2 MW 类别的 PEM 电解槽将产生 2.97 亿美元的收入。这些系统利用水作为主要原料，广泛应用于多个产业的现场应用。其模组化、紧凑的设计，加上高能源效率，增强了它们在各个领域的吸引力。各行各业都在利用这些电解器来优化运输物流、降低营运成本并最大限度地减少对环境的影响。人们对永续性和碳中和的日益关注正在推动对创新氢气解决方案的需求。无缝整合到现有工业流程的能力确保了长期可靠性和能源安全，从而加强了市场的扩张。

受氢动力交通投资增加的推动，交通运输业在 2024 年占据了 67.9% 的主导市场。燃料电池电动车 (FCEV) 的日益普及正在加速对绿氢的需求，从而推动 PEM 电解器的广泛部署。随着工业界逐渐摆脱传统燃料，永续的氢气生产流程变得越来越重要。 PEM电解器越来越多地用于氨合成和其他工业原料应用，进一步推动市场成长。企业正在采用这些系统现场生产氢气，减少对传统生产方法的依赖并增强市场稳定性。

2024 年，美国 PEM 电解器市场创收 2.343 亿美元，为北美贡献了 5% 的全球市场份额。受炼油、石化、玻璃净化和化肥行业对氢的需求不断增长的推动，该地区正经历强劲增长。政府倡议、资助计划和政策激励措施正在促进该行业的扩张。研究机构和能源利益相关者的参与正在加速氢能基础设施的进步，使北美成为全球 PEM 电解器市场的关键参与者。随着创新不断重塑氢经济，对 PEM 电解器的需求预计将上升，从而推动未来几年市场持续成长。

The Global PEM Electrolyzer Market, valued at USD 5.24 billion in 2024, is projected to expand at a CAGR of 15.7% from 2025 to 2034 as the push for clean energy intensifies. Governments worldwide are actively promoting hydrogen strategies to align with long-term climate goals and net-zero commitments. As nations prioritize decarbonization, hydrogen production is emerging as a cornerstone of the global energy transition. The rising demand for green hydrogen is driving investments in advanced electrolyzer technologies, fostering rapid market expansion.

A surge in energy consumption, coupled with an urgent need for sustainable fuel alternatives, is accelerating the adoption of PEM electrolyzers across industries. The technology's ability to produce high-purity hydrogen with zero carbon emissions is gaining traction, particularly in sectors focused on clean energy integration. Rapid advancements in hydrogen infrastructure, including storage and distribution networks, further support market growth. As energy security concerns rise, businesses are increasingly adopting PEM electrolyzers to generate on-site hydrogen, reducing reliance on traditional fossil fuels. The transition to low-carbon energy solutions, alongside stringent emission reduction targets, is pushing industrial stakeholders toward scalable and efficient hydrogen production methods.

Market Scope
Start Year	2024
Forecast Year	2025-2034
Start Value	$5.24 Billion
Forecast Value	$28.9 Billion
CAGR	15.7%

By capacity, PEM electrolyzers in the >500 kW - 2 MW category are expected to generate USD 297 million by 2034. These systems utilize water as a primary feedstock and are widely deployed for on-site applications across multiple industries. Their modular and compact design, combined with high energy efficiency, enhances their appeal across various sectors. Industries are leveraging these electrolyzers to optimize delivery logistics, reduce operational costs, and minimize environmental impact. The rising focus on sustainability and carbon neutrality is driving demand for innovative hydrogen generation solutions. The ability to seamlessly integrate into existing industrial processes ensures long-term reliability and energy security, strengthening the market's expansion.

The transportation sector held a dominant 67.9% market share in 2024, fueled by increased investments in hydrogen-powered mobility. The growing adoption of fuel cell electric vehicles (FCEVs) is accelerating demand for green hydrogen, driving widespread deployment of PEM electrolyzers. As industries move away from conventional fuels, sustainable hydrogen production processes are gaining prominence. PEM electrolyzers are increasingly used for ammonia synthesis and other industrial feedstock applications, further propelling market growth. Businesses are adopting these systems to produce hydrogen on-site, reducing dependency on traditional production methods and reinforcing market stability.

The U.S. PEM electrolyzer market generated USD 234.3 million in 2024, contributing to North America's 5% global market share. The region is witnessing strong growth, driven by rising demand for hydrogen across refining, petrochemicals, glass purification, and fertilizer industries. Government initiatives, funding programs, and policy incentives are fostering sector expansion. The involvement of research institutions and energy stakeholders is accelerating advancements in hydrogen infrastructure, positioning North America as a key player in the global PEM electrolyzer market. As innovation continues to reshape the hydrogen economy, the demand for PEM electrolyzers is expected to rise, driving sustained market growth in the years ahead.

Chapter 1 Methodology & Scope

1.1 Research Design
1.2 Base estimates & calculations
1.3 Forecast model
1.4 Primary research & validation
- 1.4.1 Primary sources
- 1.4.2 Data mining sources
1.5 Market definitions

Chapter 2 Executive Summary

2.1 Industry synopsis, 2021 – 2034

Chapter 3 Industry Insights

3.1 Industry ecosystem
3.2 Regulatory landscape
3.3 Industry impact forces
- 3.3.1 Growth drivers
- 3.3.2 Industry pitfalls & challenges
3.4 Growth potential analysis
3.5 Porter's analysis
- 3.5.1 Bargaining power of suppliers
- 3.5.2 Bargaining power of buyers
- 3.5.3 Threat of new entrants
- 3.5.4 Threat of substitutes
3.6 PESTEL analysis

Chapter 4 Competitive landscape, 2024

4.1 Introduction
4.2 Strategic dashboard
4.3 Innovation & technology landscape

Chapter 5 Market Size and Forecast, By Capacity, 2021 – 2034 (USD Million & MW)

5.1 Key trends
5.2 ≤ 500 kW
5.3 > 500 kW - 2 MW
5.4 Above 2 MW

Chapter 6 Market Size and Forecast, By Application, 2021 – 2034 (USD Million & MW)

6.1 Key trends
6.2 Power generation
6.3 Transportation
6.4 Industry energy
6.5 Industry feedstock
6.6 Building Heating & Power
6.7 Others

Chapter 7 Market Size and Forecast, By Region, 2021 – 2034 (USD Million & ‘000 Units)

7.1 Key trends
7.2 North America
- 7.2.1 U.S.
- 7.2.2 Canada
7.3 Europe
- 7.3.1 Germany
- 7.3.2 UK
- 7.3.3 France
- 7.3.4 Italy
- 7.3.5 Netherlands
- 7.3.6 Denmark
- 7.3.7 Spain
- 7.3.8 Norway
7.4 Asia Pacific
- 7.4.1 China
- 7.4.2 Japan
- 7.4.3 India
- 7.4.4 Australia
7.5 Rest of World