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汽车燃料电池系统市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)
市场调查报告书
商品编码
1189939

汽车燃料电池系统市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

Automotive Fuel Cell System Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 116 Pages | 商品交期: 2-3个工作天内

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简介目录

2021 年汽车燃料电池系统市场价值约为 18 亿美元，预计到 2027 年将达到 142 亿美元，预测期内復合年增长率为 40.06%。

COVID-19 疫情对市场的影响没有对其他汽车行业的影响那么严重。 儘管封锁期间需求下降，但市场预计将在 2021 年重拾动力，并在预测期内保持高增长。

大流行性 COVID-19 爆发并未像其他汽车行业那样对市场造成严重影响。 儘管封锁期间需求受到影响，但市场预计将在 2022 年加快步伐，并在预测期内继续强劲增长。

随着环境问题的日益严重，政府和环保机构正在製定严格的排放法规和立法，预计这将在未来几年推高生产节能柴油发动机的成本。 因此，预计新型商用车柴油机板块短期内增长乏力。

此外，使用传统化石燃料的商用车，尤其是卡车和公共汽车，会导致交通排放量增加。 称为低排放汽车或零排放汽车的燃料电池商用车的出现有望减少重型商用车的汽车尾气排放。

此外，世界各地政府机构选择绿色能源出行以遏制交通污染的举措已成为预计在不久的将来推动燃料电池系统市场发展的关键因素。

主要市场趋势

政府对清洁能源驱动市场的承诺

世界各地的政府选择绿色能源出行以限制和减少交通污染的举措是预计在不久的将来推动燃料电池商用车市场发展的主要驱动力。 一些政府已经启动了鼓励在全球范围内使用 FCEV 的计划，为汽车燃料电池行业的发展做出贡献。

  • 2022 年 2 月，日本环境省宣布将支持地方政府和企业建立氢能商业联盟。 该部与特定公司和地方政府共同实施了一个氢供应链平台，该平台生产低碳氢并在当地使用。 到2030年左右，在全国范围内开展示范试验，实现氢能供应链平台。
  • 2022 年 2 月，印度新能源和可再生能源部启动了“可再生能源研究和技术开发计划”，以支持可再生能源各个方面的研究，例如氢基交通运输和燃料电池开发。宣布它已实施了该计划。 该部列出了其主要发展情况。 IISc 已经建立了一个製造工厂，用于从生物质气化中生产高纯度氢气。 ARCI 燃料电池技术中心正在建立一条用于製造 20kW PEM 燃料电池堆的集成自动化生产线。
  • 2022 年 1 月，德国政府宣布支持氢燃料卡车 CryoTRUCK 项目。 测试专家 IABG 和慕尼黑工业大学正在联合开发一种用于长途氢卡车的带有加氢系统的 Cryogas 氢气罐。 为期三年半的 CryoTRUCK 项目总预算超过 2500 万欧元，将开发和验证用于重型燃料电池卡车的低温压缩氢气 (CRYOGAS) 储存和加油系统的第一代技术.

由于这些努力，使用燃料电池的交通工具的引入正在取得进展，市场也在向前发展。 然而，在全球市场上引入各种燃料电池汽车的主要障碍是缺乏氢基础设施。 全球加氢站稀缺是由于高投资和传统制氢方法导致高排放，难以遵守严格的能源政策法律。

新的氢气填充基础设施非常昂贵（儘管并不比新的甲醇或乙醇基础设施贵很多）。 天然气生产的氢气比汽油便宜。 由水和电水解产生的氢气传统上比汽油贵，除非使用低成本的非高峰期电力或使用太阳能电池板。

预计高增长率的欧洲

欧盟 (EU) 计划大幅减少交通部门的温室气体排放。 因此，多个欧洲国家已将引入燃料电池（主要是 PEMFC）等创新技术作为实现这一目标的途径。 这有望在不久的将来为涉足该市场的燃料电池製造商带来巨大商机。

在欧洲，该市场由 JIVE（氢能汽车联合倡议）引领，其目标是到 2020 年在五个国家部署新的零排放燃料电池公交车和加油基础设施。 燃料电池电动公交车是该地区和全球市场上燃料电池系统的主要应用，通过 JIVE 计划，这些公交车的数量预计将在未来几年增长。

  • 2021 年 3 月，Solaris 交付了德国公共交通运营商 Regionalverkehr Koln GmbH (RVK) 为 2020 年订购的 15 辆氢燃料巴士中的第一辆。 购买氢动力 Solaris 公交车是在 JIVE 2 项目下进行的，该项目得到了联邦交通和数字基础设施部 (BMVI) 和 NIP2 计划（氢和燃料电池技术国家创新计划）的支持。。 Solaris Urbino 12 英寸氢燃料汽车配备 70kW 燃料电池，一次加氢可行驶 350 公里。

总部位于欧洲的多家公司正在进入汽车燃料电池系统市场。

  • 2021 年 3 月，Robert Bosch GmbH 宣布计划开发汽车燃料电池 (FC) 系统组件，并在 2022 年之前将其商业化。 除了目前正在开发的 FC Stack 之外，该公司还计划开发一个集成系统，该系统结合了燃料电池汽车 (FCV) 的主要部件，例如氢气喷射器和空气阀。
  • 此外，2021 年 3 月，戴姆勒卡车股份公司和沃尔沃集团成立了一家燃料电池合资企业。 沃尔沃集团收购了现有 Daimler Truck Fuel Cell GmbH & Co.KG 50% 的股份。 以约 6 亿欧元收购 KG 的股份。 新合资企业 Cellcentric GmbH &Co.KG 有望成为全球领先的燃料电池製造商之一。

在该地区运营的公司不断致力于开发新材料和新燃料电池技术。 我们还花钱扩建我们的设施。 一些公司已经宣布了未来的投资，并表现出对燃料电池技术的高度关注，预计这一趋势将继续下去。

竞争格局

汽车燃料电池系统市场由 Ballard Power Systems Inc.、Doosan Fuel Cell、Hydrogenics 和 Nedstack Fuel Cell Technology BV 等公司主导。 这些公司利用新技术和创新技术扩大了业务，以在竞争者中获得优势。

  • 2021 年 2 月，Ballard Power Systems 与 Chart Industries Inc 宣布将为运输行业提供液氢 (LH2) 车载存储和存储，主要用于公共汽车、卡车、铁路、船舶，签署联合开发包括增油燃料电池发动机在内的综合系统解决方案的谅解备忘录。
  • 2021 年 2 月，ACCIONA SA 和 Plug Power Inc 签署了一份谅解备忘录，以成立一家总部位于马德里的 50/50 合资企业 (JV)。 该合资企业将成为领先的绿色氢能平台，为西班牙和葡萄牙的客户提供服务，为多个终端市场提供具有成本效益的绿色氢能。

其他好处

  • Excel 格式的市场预测 (ME) 表
  • 三个月的分析师支持

内容

第1章介绍

  • 调查先决条件
  • 调查范围

第2章研究方法论

第 3 章执行摘要

第4章市场动态

  • 市场驱动力
  • 市场製约因素
  • 产业吸引力 - 波特五力分析
    • 新进入者的威胁
    • 买方/消费者议价能力
    • 供应商的议价能力
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第 5 章市场细分

  • 电解质类型
    • 聚合物电解质膜燃料电池
    • 直接甲醇燃料电池
    • 碱性燃料电池
    • 磷酸燃料电池
  • 汽车模型
    • 乘用车
    • 商用车
  • 燃料类型
    • 氢气
    • 甲醇
  • 输出
    • 100KW 或以下
    • 100～200KW
    • 200KW以上
  • 按地区
    • 北美
      • 美国
      • 加拿大
      • 其他北美地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 俄罗斯
      • 西班牙
      • 其他欧洲地区
    • 亚太地区
      • 印度
      • 中国
      • 日本
      • 韩国
      • 其他亚太地区
    • 南美洲地区
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中东和非洲
      • 阿拉伯联合酋长国
      • 沙特阿拉伯
      • 其他中东和非洲地区

第6章竞争格局

  • 供应商市场份额
  • 公司简介
    • BorgWarner Inc.
    • Nuvera Fuel Cells LLC
    • Ballard Power Systems Inc.
    • Hydrogenics（Cummins Inc.）
    • Nedstack Fuel Cell Technology BV
    • Oorja Corporation
    • Plug Power Inc.
    • SFC Energy AG
    • Watt Fuel Cell Corporation
    • Doosan Fuel Cell Co. Ltd

第7章 市场机会与今后动向

简介目录
Product Code: 46343

The automotive fuel cell system market was valued at around USD 1.8 billion in 2021, and it is expected to reach USD 14.2 billion by 2027, registering a CAGR of 40.06% during the forecast period.

The outbreak of COVID-19 has not impacted the market as severely as it had impacted the other automotive segments. The demand experienced a decline during the lockdown, but it is expected that the market will gain momentum in 2021 and that the high growth will continue during the forecast period.

The pandemic COVID-19 outbreak has not had as severe an impact on the market as it has on other vehicle categories. Demand suffered during the lockdown period, but it is projected that the market will regain pace in 2022 and that significant growth will continue throughout the forecast period.

With the growing environmental concerns, governments and environmental agencies are enacting stringent emission norms and laws, which are expected to increase the manufacturing cost of fuel-efficient diesel engines in the coming years. As a result, the new commercial vehicle diesel engines segment is expected to register a sluggish growth rate during the short term.

Additionally, conventional fossil fuel-powered commercial vehicles, especially trucks and buses, are responsible for increasing transportation emissions. The advent of fuel cell commercial vehicles, which are considered low or zero-emission vehicles, is anticipated to reduce vehicular emissions emitted by heavy commercial vehicles.

Moreover, initiatives by government bodies around the world to opt for green energy mobility in order to curtail and curb transportation pollution is a key factor that is projected to drive the fuel cell system market in the near future.

Key Market Trends

Government Initiatives for Clean Energy is Driving the Market

Government initiatives throughout the world to choose green energy mobility in order to restrict and reduce transportation pollution is a crucial driver that is expected to boost the fuel cell commercial vehicle market in the near future. Several governments are already laying out plans throughout the world to encourage FCEVs on the road will also help the automotive fuel cell industry grow.

  • In February 2022, Japan's Ministry of the Environment announced that it would support local governments and companies in the establishment of a hydrogen business consortium. The ministry has been jointly implementing a hydrogen supply chain platform that generates low-carbon hydrogen and utilizes it in the region with certain companies and local governments. It aims to realize the hydrogen supply chain platform after conducting demonstrations across Japan by around 2030.
  • In February 2022, the Indian Ministry of New and Renewable Energy announced that it implemented the "Renewable Energy Research and Technology Development" program to support research in various aspects of renewable energy, including inter-alia hydrogen-based transportation and fuel cell development. The ministry listed some of its major development. IISc has established a production plant for high purity hydrogen generation through biomass gasification. ARCI Centre for Fuel Cell Technologies is setting up an integrated automated manufacturing line for producing 20 kW PEM Fuel Cell stacks.
  • In January 2022, the German government announced support for the CryoTRUCK project for hydrogen trucks. The testing specialist IABG and the Technical University of Munich are jointly developing a CRYOGAS hydrogen gas tank with a refueling system for hydrogen trucks in long-distance transport. The three-and-a-half-year CryoTRUCK project, which has a total budget of more than EUR 25 million, will develop and validate a first-generation technology for cryogenic compressed hydrogen gas (CRYOGAS) storage and refueling system in heavy-duty fuel cell trucks.

Such initiatives are driving the market forward by increasing the adoption of fuel-cell transportation. However, the major obstacle to the introduction of a wide range of fuel cell vehicles in the global market is the lack of hydrogen infrastructure. Factors for fewer hydrogen refueling stations around the world are the involvement of high investment and conventional production methods of hydrogen, which is leading to high emission levels and making it difficult to be in line with the stringent Energy Policy Act.

Establishing a new hydrogen refueling infrastructure is extremely costly (but not any costlier than establishing a methanol or ethanol infrastructure). Hydrogen that is produced from natural gas can be cheaper than gasoline. Hydrogen produced from water and electricity via hydrolysis is more expensive than gasoline using conventional methods unless low-cost off-peak electricity is used or solar panels are employed.

Europe Expected to Witness High Growth Rate

The European Union plans to reduce GHG emissions from the transportation sector significantly. As a result, several countries in Europe have identified the implementation of innovative technologies, such as fuel cells (primarily PEMFC), as a way to meet these objectives. This, in turn, is expected to provide a significant opportunity for the fuel cell manufacturers involved in the market in the near future.

In Europe, the market is driven by the JIVE (Joint Initiative for hydrogen Vehicles), which seeks to deploy new zero-emission fuel cell buses and refueling infrastructure across five countries by 2020. Fuel cell electric buses are the major application of fuel cell systems in the region and global market, and through the JIVE program, the number of these buses is expected to increase in the coming years.

  • In March 2021, Solaris delivered the first of a total of 15 hydrogen buses ordered in 2020 by public transport operator Regionalverkehr Koln GmbH (RVK) in Germany. The purchase of hydrogen-powered Solaris buses is under the JIVE 2 project, with the support of the Federal Ministry of Transport and Digital Infrastructure (BMVI) and the NIP2 program (National Innovation Program for Hydrogen and Fuel Cell Technology). The Solaris Urbino 12 hydrogen vehicles use a set of 70 kW fuel cells, by which the bus can cover up to 350 km on a single refill.

Various companies based out of Europe are active in the automotive fuel cell system market.

  • In March 2021, Robert Bosch GmbH announced that it was planning to develop automotive fuel cell (FC) system components and commercialize them by 2022. In addition to FC stacks, which are under development, the company stated that it would be developing integrated systems that combine the key components of fuel cell vehicles (FCV), including hydrogen gas injectors and air valves.
  • Moreover, in March 2021, Daimler Truck AG and the Volvo Group founded a fuel-cell joint venture. The Volvo Group acquired 50% shares in the existing Daimler Truck Fuel Cell GmbH & Co. KG at a value of around EUR 0.6 billion. The new joint venture, Cellcentric GmbH & Co. KG, is expected to be the world's leading manufacturer of fuel cells.

The companies active in the region are constantly working on new materials and new fuel cell technologies. They are also spending on the expansion of their facilities. These trends are expected to continue in the coming years, as some companies have indicated their focus on fuel cell technology by announcing their upcoming investments.

Competitive Landscape

The automotive fuel cell system market is dominated by players such as Ballard Power Systems Inc., Doosan Fuel Cell Co. Ltd, Hydrogenics, and Nedstack Fuel Cell Technology BV. These companies have been expanding their businesses using new and innovative technologies to have an advantage over their competitors.

  • In February 2021, Ballard Power Systems signed a non-binding memorandum of understanding (MOU) with Chart Industries Inc. for the joint development of integrated system solutions, which include a fuel cell engine with onboard liquid hydrogen ("LH2") storage and vaporization for the transportation industry mainly for heavy-duty applications, including buses, trucks, rail, and marine vessels.
  • In February 2021, ACCIONA SA and Plug Power Inc. signed a memorandum of understanding (MOU) to launch a 50-50 joint-venture (JV) headquartered in Madrid. This JV will be a leading green hydrogen platform serving clients in Spain and Portugal, which will provide cost-efficient green hydrogen to multiple end markets.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

  • 4.1 Market Drivers
  • 4.2 Market Restraints
  • 4.3 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.3.1 Threat of New Entrants
    • 4.3.2 Bargaining Power of Buyers/Consumers
    • 4.3.3 Bargaining Power of Suppliers
    • 4.3.4 Threat of Substitute Products
    • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Electrolyte Type
    • 5.1.1 Polymer Electronic Membrane Fuel Cell
    • 5.1.2 Direct Methanol Fuel Cell
    • 5.1.3 Alkaline Fuel Cell
    • 5.1.4 Phosphoric Acid Fuel Cell
  • 5.2 Vehicle Type
    • 5.2.1 Passenger Cars
    • 5.2.2 Commercial Vehicles
  • 5.3 Fuel Type
    • 5.3.1 Hydrogen
    • 5.3.2 Methanol
  • 5.4 Power Output
    • 5.4.1 Below 100 KW
    • 5.4.2 100-200 KW
    • 5.4.3 Above 200 KW
  • 5.5 Geography
    • 5.5.1 North America
      • 5.5.1.1 United States
      • 5.5.1.2 Canada
      • 5.5.1.3 Rest of North America
    • 5.5.2 Europe
      • 5.5.2.1 Germany
      • 5.5.2.2 United Kingdom
      • 5.5.2.3 France
      • 5.5.2.4 Russia
      • 5.5.2.5 Spain
      • 5.5.2.6 Rest of Europe
    • 5.5.3 Asia-Pacific
      • 5.5.3.1 India
      • 5.5.3.2 China
      • 5.5.3.3 Japan
      • 5.5.3.4 South Korea
      • 5.5.3.5 Rest of Asia-Pacific
    • 5.5.4 South America
      • 5.5.4.1 Brazil
      • 5.5.4.2 Argentina
      • 5.5.4.3 Rest of South America
    • 5.5.5 Middle-East and Africa
      • 5.5.5.1 United Arab Emirates
      • 5.5.5.2 Saudi Arabia
      • 5.5.5.3 Rest of Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 BorgWarner Inc.
    • 6.2.2 Nuvera Fuel Cells LLC
    • 6.2.3 Ballard Power Systems Inc.
    • 6.2.4 Hydrogenics (Cummins Inc.)
    • 6.2.5 Nedstack Fuel Cell Technology BV
    • 6.2.6 Oorja Corporation
    • 6.2.7 Plug Power Inc.
    • 6.2.8 SFC Energy AG
    • 6.2.9 Watt Fuel Cell Corporation
    • 6.2.10 Doosan Fuel Cell Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS