氢在汽车市场的未来 - 按车辆类型、推进类型、加氢点、地区 - 预测（~2035 年）

未来全球氢能汽车市场规模预计将从2024年的2.3万辆扩大到2035年的35.3万辆，复合年增长率为28.3%。

近年来，由于排放增加、燃料价格上涨以及石化燃料的缺乏，对零排放、替代燃料汽车的需求激增。需求的激增极大地促进了人们对氢流动性日益增长的兴趣。替代技术的进步，例如基于非贵金属催化剂的质子交换膜燃料电池（PEM FC）、氢燃料电池封装系统模组以及更小、更轻的微观结构，正在增加车辆续航里程、降低成本并提高整体效率。预计会有所改善。同样，动力传动系统技术的进步预计将为氢燃料汽车市场开闢新途径。此外，燃料电池混合（FCHEV）和氢内燃机汽车（H2-ICEV）等新型氢基车的出现也将为市场格局创造新的前景。此外，在政府支持下对氢基础设施的日益关注以及充电站的开发是预测期内显着促进市场成长的一些因素。

“预计氢加氢站产业将由亚太地区引领。”

H2加氢站产业预计将引领亚太地区，预计2035年将建成超过14,000个加氢站。目前，中国在这一领域处于领先地位，全国各地氢加气站建设迅速，截至2024年1月已有400多个加氢站运作。同样，日本也计划在 2025 年建立 320 个加氢站。各国政府的这些努力预计将加速该地区汽车市场对氢的普及。

“预计在预测期内，小客车市场的车型类型将出现显着增长。”

预计小客车产业在预测期内将以 49.4% 的复合年增长率成长，到 2035 年预计将达到 264,000 辆。在欧洲，小客车领域持续占据主导地位，占80%的市场占有率。 BMW、起亚和现代等知名电动车製造商预计将在 2024 年底年终进军氢燃料电池小客车市场。一些最畅销的 FCEV小客车车型包括丰田 Mirai 和现代 NEXO。

本报告探讨了全球汽车市场氢的未来，包括按车型、推进类型、加氢点、地区以及进入市场的公司概况分類的趋势。

目录

• 这项研究的目的
• 市场定义
• 主要组织名单
• 介绍
• 市场动态
• 生态系分析
• 价值链分析
• 2023年氢燃料汽车市场的重要见解
• 技术分析
• 技术蓝图
• 有前途的经营模式
• 总拥有成本分析
• 氢气生成和可携式加油的趋势
• MNM 对汽车 H2 与其他燃料类型的看法
• MNM 对汽车氢使用案例的看法
• MNM 对未来 FCEV 推出计划的看法
• H2 在重型商用车中的使用案例
• H2 在越野车辆中的使用案例
• 氢气在内燃机车辆的使用案例
• H2 8级卡车架构比较
• H2-ICE 汽车市场推出时间表
• 介绍
• 亚太地区
• 欧洲
• 北美洲
• 介绍
• 小客车
• 轻型商用车
• 公车
• 卡车
• 介绍
• 燃料电池汽车
• FCHEV
• H2-ICEV
• 介绍
• 亚太地区
• 欧洲
• 北美洲
• 概述
• 主要参与企业的策略/秘密
• 与主要 FCEV 供应商的合作和成长计划
• 生态系中公司的前向/后向整合策略
• 竞争基准化分析

The global future of hydrogen in automotive market size is projected to grow from 23 thousand units in 2024 to 353 thousand units by 2035, at a CAGR of 28.3%.

The increasing emission levels, rising fuel prices, and limited availability of fossil fuels have spurred a burgeoning demand for zero-emission alternative fuel vehicles in recent years. This surge has notably contributed to the increasing interest in hydrogen mobility. Advancements in alternative technologies, including non-precious metal catalyst-based Proton Exchange Membrane Fuel Cells (PEM FC), hydrogen fuel-cell packaged system modules, and compact, lightweight microstructures, are expected to enhance vehicle range, decrease costs, and augment overall efficiency. Similarly, advancements in powertrain technology are expected to unveil fresh avenues within the hydrogen-fuel vehicle market. Additionally, the emergence of novel hydrogen-based applications such as Fuel Cell Hybrid Electric Vehicles (FCHEVs) and Hydrogen Internal Combustion Engine Vehicles (H2-ICEVs) is set to generate new prospects within the market landscape. Further, growing focus on hydrogen infrastructure with supportive government efforts, as well as the development of charging stations, are some of the factors that will significantly contribute to market growth during the forecast period.

"H2-Fuel station segment is expected to lead by Asia Pacific region ."

The H2 fuel station segment is expected to lead the Asia Pacific region, projecting over 14 thousand fuel stations by the year 2035. China currently leads this segment, demonstrating rapid establishment of H2 fuel stations nationwide, with over 400 refueling stations operational as of January 2024. Similarly, Japan has outlined plans to establish 320 hydrogen stations by 2025. These initiatives by respective governments are anticipated to boost hydrogen in the automotive market within the region.

"Passenger car segment expected to grow at significant rate during the forecast period by Vehicle type"

The passenger car segment is projected to demonstrate a growth rate, of CAGR 49.4% during the forecast period, reaching an estimated 264 thousand units by the year 2035. Within Europe, the passenger car segment retained its dominance, commanding 80% of the market share. Esteemed EV manufacturers such as BMW, KIA, and Hyundai are expected to establish their presence in the hydrogen fuel cell passenger car market by the end of 2024. Some of the best-selling FCEV passenger car models include Toyota Mirai and Hyundai NEXO.

"Europe expected to be the fastest growing market during the forecast period."

Europe is expected to emerge as the fastest-growing market for FCEVs with new hydrogen plans announced by the EU to set up H2-fueling stations every 200km. Further supportive policies by the government are expected to bolster the market. For instance, the UK had announced plans for 4,000 fuel-cell buses by 2025. FCEV demand in Europe is mainly led by Germany, France, the Netherlands, and Switzerland. LCVs are the fastest-growing market in the region. Similarly, Toyota Motor Corporation (Japan) has been leading the European FCEV market.

In-depth interviews were conducted with CEOs, managers, and executives from various key organizations operating in this market.

• By Respondent Type - OEMs - 24% , Tier I - 67% , Tier II & III - 9%
• By Designation - C- level Executives - 33% , Managers - 52% , Executives - 15%
• By Region - North America - 28%, Asia Pacific - 38%, Europe - 34%

The future of hydrogen in automotive market is dominated by established players such as Toyota Motor Corporation (Japan), Hyundai Motor Company (South Korea), SAIC Motors (China), FAW (China), and Yutong (China) among others. These companies manufacture fuel cell cars, buses, trucks, and LCVs with features such as higher range, and better fuel efficiency compared to ICE vehicles. Additionally, These companies have set up R&D facilities to develop best-in-class products as an alternative to EVs.

Research Coverage:

The report covers the future of hydrogen in automotive market, in terms of vehicle type (Passenger Cars , LCV,Bus, Truck), H2 fuel station (Asia Pacific, Europe, and North America), propulsion (FCEV, FCHEV, and H2-ICE), and region (Asia Oceania, Europe, and North America). It also covers the competitive landscape and company profiles of the major players in the future of hydrogen in automotive market ecosystem.

Key Benefits of the Report

• The study also includes an in-depth competitive analysis of the key players in the market, along with their company profiles, key observations related to product and business offerings, recent developments, and key market strategies.
• The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall future of hydrogen in automotive market and the subsegments.
• This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies.
• The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

• Analysis of key drivers (better fuel efficiency and increased driving range, rapid increase in investment and development for green hydrogen production, fast refuelling, reduced Oil dependency, lower emissions compared to other vehicles), restraints (highly flammable, hard to detect hydrogen leakage, high initial investment or hydrogen refuelling infrastructure, lower efficiency compared to BEV's and HEVs), challenges (rising demand for fuel cell vehicles in automotive and transportation sector, fuel cell vans to be an emerging opportunity for OEMs, government initiatives pertaining to hydrogen infrastructure ), and opportunities (high vehicle costs, insufficient hydrogen infrastructure, fast growing demand for BEVS and HEVs), influencing the growth of the authentication and brand protection market.
• Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the automotive fuel cell market.
• Market Development: Comprehensive information about lucrative markets - the report analyses the future of hydrogen in automotive market across varied regions.
• Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the future of hydrogen in automotive market.
• Competitive Assessment: In-depth assessment of market ranking, growth strategies, and service offerings of leading players Toyota Motor Corporation (Japan), Hyundai Motor Company (South Korea), SAIC Motors (China), FAW (china), and Yutong (China) among others in future of hydrogen in automotive market.

TABLE OF CONTENTS

1. INTRODUCTION

• 1.1 OBJECTIVES OF THE STUDY
• 1.2 MARKET DEFINITION
• 1.3 LIST OF KEY ASSOCIATIONS

2. MARKET OVERVIEW

• 2.1 INTRODUCTION
• 2.2 MARKET DYNAMICS
• 2.3 ECOSYSTEM ANALYSIS
• 2.4 VALUE CHAIN ANALYSIS
• 2.5 KEY H2 FUELED AUTOMOTIVE MARKET INSIGHTS OF 2023
• 2.6 TECHNOLOGY ANALYSIS
• 2.7 TECHNOLOGY ROADMAP
• 2.8 PROMISING BUSINESS MODELS
• 2.9 TCO ANALYSIS
• 2.10 H2 GENERATION AND PORTABLE REFUELING TRENDS
• 2.11 MNM INSIGHTS ON COMPARISON OF H2 VS OTHER FUEL TYPES FOR AUTOMOTIVE
• 2.12 MNM INSIGHTS ON USE CASES FOR HYDROGEN IN AUTOMOTIVE
• 2.13 MNM INSIGHTS ON UPCOMING LAUNCH PLANS FOR FCEVS
• 2.14 H2 USE CASE IN HEAVY-DUTY COMMERCIAL VEHICLES
• 2.15 H2 USE CASE IN OFF-ROAD VEHICLES
• 2.16 H2 USE CASE IN H2-ICE VEHICLES
• 2.17 H2 CLASS 8 TRUCK ARCHITECTURE COMPARISON
• 2.18 H2-ICE VEHICLE MARKET LAUNCH TIMELINE

3. MNM INSIGHTS ON H2 FUEL STATION SETUP

• 3.1 INTRODUCTION
• 3.2 ASIA PACIFIC
• 3.3 EUROPE
• 3.4 NORTH AMERICA

4. FUTURE OF HYDROGEN IN AUTOMOTIVE, VEHICLE TYPE OUTLOOK

• 4.1 INTRODUCTION
• 4.2 PASSENGER CAR
• 4.3 LIGHT COMMERCIAL VEHICLE
• 4.4 BUS
• 4.5 TRUCK

5. FUTURE OF HYDROGEN IN AUTOMOTIVE, PROPULSION TYPE OUTLOOK

• 5.1 INTRODUCTION
• 5.2 FCEV
• 5.3 FCHEV
• 5.4 H2-ICEV

6. FUTURE OF HYDROGEN IN AUTOMOTIVE, REGIONAL OUTLOOK

• 6.1 INTRODUCTION
• 6.2 ASIA PACIFIC
  • 6.2.1 CHINA
  • 6.2.2 JAPAN
  • 6.2.3 SOUTH KOREA
  • 6.2.4 INDIA
• 6.3 EUROPE
  • 6.3.1 GERMANY
  • 6.3.2 FRANCE
  • 6.3.3 UK
  • 6.3.4 SPAIN
  • 6.3.5 AUSTRIA
  • 6.3.6 THE NETHERLANDS
  • 6.3.7 SWEDEN
  • 6.3.8 NORWAY
  • 6.3.9 ITALY
• 6.4 NORTH AMERICA
  • 6.4.1 US
  • 6.4.2 CANADA

7. COMPETITIVE LANDSCAPE

• 7.1 OVERVIEW
• 7.2 KEY PLAYER STRATEGIES/ RIGHT TO WIN
• 7.3 COLLABORATIONS AND GROWTH PLANS OF LEADING FCEV PROVIDERS
• 7.4 FORWARD/BACKWARD INTEGRATION STRATAGIES OF COMPANIES IN ECOSYSTEM
• 7.5 COMPETITIVE BENCHMARKING

8. RECOMMENDATIONS BY MARKETSANDMARKETS

9. APPENDIX