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市场调查报告书
商品编码
1190982

燃料电池商用车市场——增长、趋势、COVID-19 的影响和预测 (2023-2028)

Fuel Cell Commercial Vehicle Market - Growth, Trends, and Forecasts (2023 - 2028)
出版日期: | 出版商: Mordor Intelligence | 英文 100 Pages | 商品交期: 2-3个工作天内

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简介目录

燃料电池商用车市场预计将在 2021 年增长到 20 亿美元，到 2027 年增长到 140 亿美元，在预测期间（2022-2027 年）的复合年增长率超过 40%。。

COVID-19 大流行对全球汽车行业产生了负面影响。 但由于该技术及其使用处于初级阶段，其影响相对较小。 然而，大多数替代燃料商用车（公共汽车）在全球范围内用于公共交通，并且受到限制和社会疏远规范的严重经济打击。

推动市场增长的主要因素包括严格排放法规的颁布、城市地区公共交通的增加、替代燃料汽车需求的增加以及政府的持续支持。 然而，与製氢相关的环境问题可能会阻碍市场增长。

主导市场的主要参与者是丰田汽车公司、New Flyer America 和 Wrightbus。 燃料电池公交车在美国已投入商业使用。 2019 年 2 月，巴拉德动力系统公司宣布推出由巴拉德 FCveloCity-HD 85 千瓦 (kW) 模块提供动力的 40 英尺和 60 英尺 Xcelsior 燃料电池电动客车 (FCEB)。 根据联邦运输管理局 (FTA) 计划，在阿尔图纳巴士研究和测试中心进行了严格测试。

主要市场趋势

制定严格的商用车排放法规

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，预计短期内新型商用车柴油机细分市场增速将放缓，燃料电池商用车需求有望增加。 大多数柴油发动机能够转换大约 40% 到 46% 的燃料能量，剩余的能量通过废气和冷却系统以热量的形式释放到环境中。 大型发动机排放法规“欧六”已经生效，商用车製造商的负担越来越重。

此外，2000 年 12 月，美国环境保护署签署了从 2007 年款开始的重型公路发动机排放标准的法律。 加州空气资源委员会 (CARB) 于 2001 年 10 月采用了几乎相同的 2007 重型发动机标准。 该法规由两部分组成：排放法规和柴油燃料法规。

*排放法规包括对 PM (0.01g/hp*hr) 和 NOx (0.20g/hp*hr) 的新严格限制。

在北美，环境保护署 (EPA) 和国家公路交通安全管理局 (NHTSA) 联合製定了重型和中型车辆的温室气体排放和燃油效率标准。

*NHTSA 根据 2007 年《能源独立与安全法》(EISA) 制定燃油经济性标准，EPA 根据《清洁空气法》制定温室气体排放计划。

*GHG 计划包括 CO2 排放标准、N2O 和 CH4 排放标准，以及控制空调系统氢氟碳化物洩漏的规定。

在美国，到 2027 年，重型车辆（例如联合牵引车/拖车、商用车、重型皮卡和厢式货车）的二氧化碳排放量必须在 2017 年基准的基础上最多减少 27%。不是。

亚太地区有望引领市场

由于中国、印度、印度尼西亚和泰国等主要国家/地区的汽车行业规模庞大，预计亚太地区将引领市场。 该地区还拥有燃料电池汽车技术的主要製造商。 丰田正在进行广泛的研发，以在预测期内开发氢燃料电池汽车。

此外，在燃料电池汽车投资方面也有一些新的发展，预计将进一步推动该地区对燃料电池商用车的需求。 几个主要城市和国家已经宣布了减少商用车排放的目标，还计划在该领域使用氢技术和投资。

日本政府押注氢能汽车到 2050 年实现碳中和。 在第三次氢和燃料电池战略路线图中，日本政府制定了到 2025 年安装 200,000 辆 FCV（2019 年约为 3,600 辆）和 320 个加氢站的宏伟目标。

日本的丰田汽车公司和本田汽车公司是商业乘用氢车型的先驱。 但韩国竞争对手现代汽车也加入了竞争，受政府计划到 2040 年建造 620 万辆 FCV 并至少建造 1,200 个加油站的推动。

竞争格局

与电动汽车和内燃机市场相比，燃料电池商用车市场在全球范围内相对较新。 该市场由不同产能和规模的製造商主导，包括斯堪尼亚和丰田等主要汽车製造商，以及尼古拉汽车等该细分市场的新参与者。

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

第一章介绍

  • 调查先决条件
  • 调查范围

第二章研究方法论

第 3 章执行摘要

第四章市场动态

  • 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

  • 车辆类型
    • 跟踪
    • 巴士
  • 按输出范围
    • 小于 100 千瓦
    • 100kW～200kW
    • 200kW 或更多
  • 各地区构成比
    • 北美
      • 美国
      • 加拿大
      • 其他北美地区
    • 欧洲
      • 德国
      • 英国
      • 法国
      • 西班牙
      • 其他欧洲地区
    • 亚太地区
      • 中国
      • 日本
      • 印度
      • 韩国
      • 其他亚太地区
    • 世界其他地方
      • 南美洲
      • 中东和非洲

第六章竞争格局

  • 供应商市场份额
  • 公司简介
    • Paccar
    • New Flyer America
    • Nikola Motor Co.
    • Hyundai Motor
    • Scania
    • Foton Motor Group（Foton）
    • Zhejiang Geely Holding Group
    • Toyota Motor Company
    • Honda Motor Company Ltd.
    • Mercedes Benz Group

第7章 市场机会今后动向

简介目录
Product Code: 57238

The fuel cell commercial vehicle market was valued at USD 2 billion in 2021 and is expected to grow to USD 14 billion by 2027, registering a CAGR of over 40% during the forecast period (2022 - 2027).

The COVID-19 pandemic adversely affected the global automotive industry. However, the impact was relatively low due to the beginning stages of the technology and its usage. However, most alternative fuel commercial vehicles (buses) were used in public transport worldwide, which took a huge blow in monetary terms due to the lockdown and social distancing norms.

Some of the major factors driving the market's growth are the enactment of stringent emission norms, growing mass urban transportation, rising demand for alternate fuel vehicles, and continuous government support. However, environmental concerns related to hydrogen production may hinder the market's growth.

Some key players dominating the market studied are Toyota Motor Corp., New Flyer America, and Wrightbus. Fuel cell buses are commercially being used in United States. In February 2019, Ballard Power Systems announced the launch of 40-foot and 60-foot Xcelsior fuel cell-electric buses (FCEBs), powered by Ballard FCveloCity-HD 85 kilowatt (kW) modules. They completed rigorous testing at the Altoona Bus Research and Testing Center under the Federal Transit Administration (FTA) program.

Key Market Trends

Enactment of Stringent Emission Norms for Commercial Vehicles

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 in the short term, thereby increasing the demand for fuel cell commercial vehicles. Most diesel engines can convert about 40%-46% of the fuel energy, while the remaining energy is lost in the environment as heat through exhaust emissions and cooling systems. The burden on commercial vehicle manufacturers has increased with the enactment of the Euro VI emission for heavy-duty engines.

Additionally, in December 2000, the US EPA signed emission standards for the model year 2007 and later heavy-duty highway engines. The California Air Resource Board (CARB) adopted virtually identical 2007 heavy-duty engine standards in October 2001. The rule included two components: emission standards and diesel fuel regulations.

* The emission standards included new and stringent limits for PM (0.01 g/bhp*hr) and NOx (0.20 g/bhp*hr).

In North America, the US GHG emissions and fuel efficiency standards for heavy- and medium-duty vehicles were jointly developed by the Environmental Protection Agency (EPA) and the National Highway Traffic Safety Administration (NHTSA).

* The NHTSA developed fuel consumption standards under the authority of the 2007 Energy Independence and Security Act (EISA), while the EPA developed a GHG emissions program under the Clean Air Act.

* The GHG program includes CO2 emission standards, emission standards for N2O and CH4, and provisions to control hydrofluorocarbon leaks from air conditioning systems.

In United States, heavy-duty vehicles, such as combination tractors/trailers, vocational vehicles, heavy-duty pickup trucks, and vans, must achieve up to 27% CO2 emission reductions over the 2017 baselines by 2027.

Asia Pacific is Expected to Lead the Market

Asia-Pacific is expected to lead the market owing to the immense automotive industry size in major countries like China, India, Indonesia, and Thailand. The region is also home to major manufacturers of fuel cell vehicle technology. Toyota is conducting extensive R&D to develop hydrogen fuel cell-powered vehicles during the forecast period.

Additionally, several new developments in the way of investments into fuel cell-powered vehicles are further expected to increase the demand for fuel cell commercial vehicles in the region. Several major cities and countries have released their goals to reduce commercial vehicle emissions, with plans for hydrogen technology and investments in this sector.

The Japanese government is banking on hydrogen vehicles to achieve carbon neutrality by 2050. It has set an ambitious target of having 200,000 FCVs on the road by 2025, compared to about 3,600 in 2019, along with 320 hydrogen filling stations under its third Strategic Roadmap for Hydrogen and Fuel Cells.

Japan-based Toyota and Honda Motor Co. Ltd have been the pioneers in commercial passenger hydrogen models. However, South Korean rival Hyundai Motor Co. also entered the fray, encouraged by its government's plans to produce 6.2 million FCVs and build at least 1,200 refilling stations by 2040.

Competitive Landscape

The fuel cell commercial vehicle market is fairly new compared to the electric and IC engine counterpart markets in the industry on a global scale. The market is occupied by manufacturers of different capabilities and sizes, including major automakers like Scania, Toyota, etc., and relatively new to this market segment, including companies like Nikola Motors. Due to the early stages of development and production of this technology in vehicles, the market is concentrated and occupied by legacy manufacturers and new entrants, offering excellent products in the category.

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 By Vehicle Type
    • 5.1.1 Trucks
    • 5.1.2 Buses
  • 5.2 By Power Range
    • 5.2.1 Below 100 kW
    • 5.2.2 100 kW - 200 kW
    • 5.2.3 Above 200 kW
  • 5.3 By Geography
    • 5.3.1 North America
      • 5.3.1.1 United States
      • 5.3.1.2 Canada
      • 5.3.1.3 Rest of North America
    • 5.3.2 Europe
      • 5.3.2.1 Germany
      • 5.3.2.2 United Kingdom
      • 5.3.2.3 France
      • 5.3.2.4 Spain
      • 5.3.2.5 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 Japan
      • 5.3.3.3 India
      • 5.3.3.4 South Korea
      • 5.3.3.5 Rest of Asia-Pacific
    • 5.3.4 Rest of the World
      • 5.3.4.1 South America
      • 5.3.4.2 Middle-East and Africa

6 COMPETITIVE LANDSCAPE

  • 6.1 Vendor Market Share
  • 6.2 Company Profiles*
    • 6.2.1 Paccar
    • 6.2.2 New Flyer America
    • 6.2.3 Nikola Motor Co.
    • 6.2.4 Hyundai Motor
    • 6.2.5 Scania
    • 6.2.6 Foton Motor Group (Foton)
    • 6.2.7 Zhejiang Geely Holding Group
    • 6.2.8 Toyota Motor Company
    • 6.2.9 Honda Motor Company Ltd.
    • 6.2.10 Mercedes Benz Group

7 MARKET OPPORTUNITIES AND FUTURE TRENDS