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空气分离设备市场 - 增长、趋势、COVID-19 的影响、预测 (2023-2028)

Air Separation Unit Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3个工作天内

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简介目录

空分设备市场预计到今年年底将达到约 50.4 亿美元,并预计在预测期内以 4.82% 的复合年增长率增长。

COVID-19 大流行对供应链运营产生了重大影响,由于全球为控制病毒而实施的封锁措施导致工业和製造设施关闭。 然而,预计在预测期内市场将以稳定的速度增长。

主要亮点

  • 从中期来看,工业气体需求的增加以及钢铁和加工业的增长预计将推动预测期内的市场增长。
  • 另一方面,由于供应高纯度工业气体的成本巨大,一些运营商正在转向具有成本效益的空气分离技术,例如变压吸附 (PSA)。这可能成为设备的製约因素市场。
  • 沙特阿拉伯、阿拉伯联合酋长国和南非等国家/地区的城市化和工业化活动经历了高速增长,类似的模式预计将在未来继续存在。 预计这将为空分装置厂商带来增长机会,尤其是在炼油、製造、医疗保健、电子(特别是光伏晶圆)和食品饮料等行业。 因此,中东地区不断增加的工业开发活动将为未来几年空分装置市场的参与者提供良好的市场机会。
  • 在预测期内,预计亚太地区将主导市场,其中大部分需求来自印度、中国等国家/地区。

空分设备市场趋势

钢铁终端用户市场需求旺盛

  • 钢铁行业是 ASU 的主要消费者之一。 钢铁生产需要大量氧气,其中大部分是使用 ASU 技术从空气中供应的。
  • 据估计,世界上超过一半的钢铁生产是在碱性氧气工艺 (BOP) 中完成的,该工艺使用纯氧将高炉铁水和废料转化为铁。 因此,大多数钢厂安装大型空分装置以满足氧气需求,并在工厂运营中发挥重要作用。
  • 钢铁行业是现代工业增长的驱动力之一,钢铁产量在过去十年中稳步增长。 据世界钢铁协会预测,2021年全球钢铁产量将达到1.51亿吨,同比增长3.77%。 2012-2021 年,全球钢铁产量的复合年增长率为 2.52%。 在全球范围内,前五名钢铁生产国是中国(1032.8 吨)、印度(118.1 吨)、日本(96.3 吨)、美国(86 吨)和俄罗斯(76 吨),占全球产量的 72%。 .
  • 每个钢厂都需要大型 ASU,而这些设备是能源密集型设备,因此优化能源消耗成为一项重大挑战。 此外,钢铁生产需要不同纯度的氧气,因此保持氧气纯度也是一项重大挑战。
  • 预计中国、印度、非洲和东盟国家等新兴经济体的钢铁需求最高,这些国家正在迅速实现工业化并大力投资大型基础设施项目。
  • 2022 年 3 月,Inox Air Products 宣布已获得在印度钢铁公司 (SAIL) 位于贾坎德邦的博卡罗工厂建造印度最大的新建制氧厂的合同。 该工厂总投资 750 亿卢比,日产工业气体 2,150 吨。 分解为气态氧2000吨、液氧150吨、气态氮1200吨、氩气100吨。
  • Inox Air 之前被 ArcelorMittal Nippon Steel India Pvt 选择。 价值 300 亿印度卢比的 ASU 将能够生产 700 吨/天的气态氧、300 吨/天的气态氮以及其他液态气体。
  • 在预测期内,钢厂的如此大的投资和新的 ASU 建设项目预计将推动全球 ASU 市场的钢铁行业。
  • 因此,基于上述因素,预计在预测期内,钢铁终端用户细分市场将在全球空分装置市场呈现出巨大的需求。

预计亚太地区将主导市场

  • 亚太地区在空分设备市场中所占份额最大,预计在预测期内将保持主导地位。
  • 中国是世界第二大石油消费国和世界第六大石油生产国。 近 50% 的油气需求来自进口,中国正在四川盆地等多个内陆页岩盆地开发国内储量,以减少对能源进口的依赖并提高能源安全。我们正在努力最大限度地发挥潜力 2019-2020年中国页岩产量将同比增长近30%,2020年页岩气产量近200亿立方米。
  • 中国的页岩革命创造并扩大了前所未有的石化产能。 因此,中国正在大力投资炼油和石化基础设施,以满足国内需求并减少国内工业的石化加工。 随着食品包装、服装、化妆品和化肥等行业对塑料和其他石化产品的需求持续增长,需要提高炼油能力以满足不断增长的需求。
  • 中国一直在建设新的炼油厂,併升级和增加旧炼油厂的产能。 截至 2021 年 10 月,中国正在建设近 180 万桶/日的新炼油产能,其中大部分预计将在 2022 年投产。 此外,中国的几家炼油厂正在进行扩建和升级工作。
  • 由于国内电子製造业(例如光伏)的强劲增长、炼油和石化产能的增加以及医疗成本的上涨,中国对工业气体的需求正在显着增加。预计它将引领该地区的市场。
  • 2021 年 2 月,Air Liquide 宣布了其在中国最大的空分装置的计划。 公司将投资约1亿欧元在中国张家港建设一座日供氧3800吨的全新空分装置。 该设施将为电子产品的生长提供氪气和氙气,并为其他工业和商业活动提供空气气体。
  • 此外,印度的目标是从 2025 年到 2030 年每年生产 3 亿吨钢材。 预计印度钢铁产量的增加将增加对工业气体的需求,尤其是氧气,这可能会在预测期内推动该国对空气分离装置的需求。。
  • 2022 年 2 月,林德印度有限公司与 ESL 钢铁有限公司签署了一份为期 15 年的合同,向钢厂供应约 800 吨/天的氧气和约 900 吨/天的氮气。 林德印度公司将在 ESL Limited 位于 Bokaro 的钢厂安装现场空分装置。
  • 2022 年 1 月,液化空气集团 (Air Liquide) 宣布将投资约 350 亿印度卢比,在印度北方邦科希市建设一个空分装置,专门用于工业贸易公司的活动。 该设备的生产能力为每天 350 吨,最多可供应 300 吨氧气。 该工厂计划于 2023 年底开始运营。
  • 因此,钢铁、石油和天然气以及化工最终用户(主要位于中国和印度)的需求预计会增加,而这些地区对空气分离装置的需求预计也会增长。

空分设备市场竞争者分析

空分设备市场较为分散。 市场上的主要参与者(排名不分先后)包括 Linde AG、Messer Group GmbH、SIAD Macchine Impianti SpA、Air Products and Chemicals Inc 和 Air Liquide SA。

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

  • 调查范围
  • 市场定义
  • 调查假设

第2章研究方法论

第 3 章执行摘要

第 4 章市场概述

  • 介绍
  • 到 2027 年的市场规模和需求预测(单位:亿美元)
  • 近期趋势和发展
  • 市场动态
    • 司机
    • 约束因素
  • 行业供应链分析
  • 波特的五力分析
    • 供应商的议价能力
    • 消费者的议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间的敌对关係

第 5 章市场细分

  • 过程
    • 低温蒸馏
    • 非低温蒸馏
  • 煤气
    • 氮气
    • 氧气
    • 氩气
    • 其他气体
  • 最终用户
    • 化学工业
    • 石油和天然气行业
    • 钢铁行业
    • 其他最终用户
  • 地区
    • 北美
    • 亚太地区
    • 欧洲
    • 中东
    • 南美洲

第6章竞争格局

  • 併购、合资、合作、协议
  • 主要参与者采用的策略
  • 公司简介
    • Linde AG
    • Messer Group GmbH
    • Siad Macchine Impianti Spa
    • Shanghai Chinllenge Gases Co. Ltd
    • Taiyo Nippon Sanso Corporation
    • Air Liquide SA
    • Air Products and Chemicals Inc.
    • Universal Industrial Plants Mfg Co. Pvt Ltd
    • Bhoruka Gases Limited
    • Sichuan Air Separation Plant Group

第7章 市场机会与将来动向

简介目录
Product Code: 50922

The market for air separation units is expected to reach around USD 5.04 billion by the end of the year and is projected to grow at a CAGR of 4.82% during the forecast period.

The COVID-19 pandemic had a profound impact on supply chain operations, with closure of industrial and manufacturing facilities due to the lockdowns enforced all over the world to control the virus. However, the market is expected to grow at a steady pace during the forecast period.

Key Highlights

  • In the medium term, factors such as increasing demand for industrial gases, spurred by the growth in steel and process industries are likely to drive the market growth during the forecast period.
  • On the flip side, since the cost to supply high-purity industrial gases is huge, several operating companies are shifting toward alternate air separation techniques such as pressure swing adsorption (PSA) as a cost-effective solution that may restrain the market for air separation units.
  • Countries such as Saudi Arabia, the United Arab Emirates, and South Africa have been witnessing a high growth rate of urbanization and industrialization activities and are expected to continue with a similar pattern, which is expected to offer growth opportunities for air separation unit players, particularly from sectors, such as refinery, manufacturing, healthcare, electronics (solar PV wafers in particular), and food and beverages, among others. Therefore, the increase in industrial development activities in the Middle-Eastn region presents a good market opportunity for air separation unit market players in the coming years.
  • Asia-Pacific is expected to dominate the market during the forecast period, with the majority of the demand coming from countries like India, China, etc.

Air Separation Unit Market Trends

Iron and Steel End-user Segment to Witness Significant Demand

  • The iron and steel industry is one of the major consumers of ASUs, as steel production requires massive amounts of oxygen, most of which is sourced from the air using ASU technology.
  • It is estimated that more than half of the global steel production is done using the basic oxygen process (BOP), which uses pure oxygen to convert a charge of liquid blast-furnace iron and scrap into steel. Hence, to cater to the oxygen demand, most steel plants install large ASUs, which form a critical part of plant operations.
  • The iron and steel industry is one of the drivers of modern industrial growth, and the production of steel has been growing steadily over the past decade. According to the World Steel Association, the global production of steel reached 1951 million metric ton during 2021, displaying a Y-o-Y growth rate of 3.77%. Over the period of 2012-2021, global steel production has grown at a CAGR of 2.52% Globally, the top five largest producers of steel are China (1032.8 MT), India (118.1), Japan (96.3 MT), United States (86 MT) and Russia (76 MT), accounting for nearly 72% of the global production.
  • As all steel plants require large-scale ASUs, and these units are highly energy-intensive, the optimization of energy consumption is a major challenge. Additionally, maintaining the purity of oxygen is also a major challenge, as different purities are required for steel production.
  • The demand for steel is expected to be highest among developing economies, such as China, India, Africa and the ASEAN countries, which are industrializing fast and investing heavily in large-scale infrastructure projects.
  • In March 2022, INOX Air Products Ltd announced that it had won a contract to construct India's largest Greenfield Oxygen Plant in India at Steel Authority of India's (SAIL) Bokaro plant in Jharkhand. Being built at a total investment of INR 750 crore, the plant will generate 2150 tonnes per day (TPD) of Industrial Gases, including 2000 TPD of Gaseous Oxygen, 150 TPD of Liquid Oxygen, 1200 TPD of Gaseous Nitrogen & 100 TPD of Argon.
  • Previously, in February 2021, INOX Air was selected by Arcelor Mittal l Nippon Steel India Ltd to set up its 5th cryogenic air separation unit at Hazira Steel Plant. The ASU, being built at an investment of INR 300 crores, would have the capacity to generate 700 TPD of Gaseous Oxygen and 300 TPD of Gaseous Nitrogen along with other liquid gases.
  • Such large investments and projects for the construction of new ASUs in steel plants is expected to drive the iron and steel segment of the Global ASU market during the forecast period.
  • Therefore, based on the above-mentioned factors, the iron and steel end-user segment is expected to witness significant demand for the global air separation unit market during the forecast period.

Asia-Pacific Expected to Dominate the Market

  • Asia-Pacific accounted for the largest share of the air separation unit market and is expected to continue its dominance during the forecast period as well.
  • China is the world's second-largest oil consumer, but the sixth-largest producer of oil. It imports nearly 50% of its hydrocarbon demand and to reduce dependence on energy imports and improve energy security, China has been trying to maximize its shale potential by exploiting its domestic reserves across various inland shale basins, such as the Sichuan basin. China's shale production grew by nearly 30% Y-o-Y from 2019 to 2020, producing nearly 20 billion cubic metres (bcm) of shale gas in 2020.
  • The shale revolution in China has resulted in an unprecedented petrochemical capacity creation and expansion. As a result, China has made significant investments in its refining and petrochemical infrastructure, as it tries to placate domestic demand and reduce the petrochemical process for domestic industries. Due to an ever-rising demand for plastics and other petrochemicals from industries such as food packaging, clothing, cosmetics and fertilizers, refining capacity has to be increased to handle the growing demand.
  • China has been constructing new refineries and upgrading and adding capacity in older refineries. As of October 2021, nearly 1.8 million bpd of new refining capacity is under-construction in China, with most of them expected to come online during 2022. Additionally, expansion and upgradation operations are ongoing at multiple Chinese refineries.
  • China is expected to lead the market in Asia-Pacific due to its significant growth in electronics manufacturing (like solar PV etc.) domestically, increasing refining and petrochemical capacity, and increasing healthcare expenditure, which has significantly increased the demand for industrial gases.
  • In February 2021, Air Liquide unveiled plans for its largest air separation unit in China. The company will invest approximately EUR 100 million in a brand-new air separation unit in Zhangjiagang City, China, with a daily capacity of 3,800 tons of oxygen. This facility is likely to supply krypton and xenon to the growing electronics, as well as other air gases for industrial merchant activities.
  • Moreover, India aims to achieve 300 million metric tons of steel annually by 2025-2030. The increasing steel production in India is expected to increase the demand for industrial gasses, particularly oxygen, which in turn is likely to drive the demand for air separation units in the country during the forecast period.
  • In February 2022, Linde India Limited entered into a 15-year agreement with ESL Steel Limited for the supply of about 800 mt per day of oxygen and 900 mt per day of nitrogen to the steel mill. Linde India will set up an on-site air separation unit at ESL Limited's steel mill at Bokaro.
  • In January 2022, Air Liquide announced an investment of about INR 350 crore in a new air separation unit dedicated to industrial merchant activities in Kosi, Uttar Pradesh, India. This unit will have a production capacity of 350 tons per day with a maximum of 300 tons of oxygen. The plant is likely to be operational by the end of 2023.
  • As a result, the increasing uptake of air separation units from the iron and steel, oil and gas, and chemical end-user segments, majorly from China and India, is expected to increase the demand for air separation units in the region.

Air Separation Unit Market Competitor Analysis

The air separation unit market is moderately fragmented. Some of the major players in the market (in no particular order) include Linde AG, Messer Group GmbH, SIAD Macchine Impianti SpA, Air Products and Chemicals Inc., and Air Liquide SA.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Recent Trends and Developments
  • 4.4 Market Dynamics
    • 4.4.1 Drivers
    • 4.4.2 Restraints
  • 4.5 Industry Supply Chain Analysis
  • 4.6 Porter's Five Forces Analysis
    • 4.6.1 Bargaining Power of Suppliers
    • 4.6.2 Bargaining Power of Consumers
    • 4.6.3 Threat of New Entrants
    • 4.6.4 Threat of Substitutes Products and Services
    • 4.6.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Process
    • 5.1.1 Cryogenic Distillation
    • 5.1.2 Non-cryogenic Distillation
  • 5.2 Gas
    • 5.2.1 Nitrogen
    • 5.2.2 Oxygen
    • 5.2.3 Argon
    • 5.2.4 Other Gases
  • 5.3 End User
    • 5.3.1 Chemical Industry
    • 5.3.2 Oil and Gas Industry
    • 5.3.3 Iron and Steel Industry
    • 5.3.4 Other End Users
  • 5.4 Geography
    • 5.4.1 North America
    • 5.4.2 Asia-Pacific
    • 5.4.3 Europe
    • 5.4.4 Middle-East
    • 5.4.5 South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Linde AG
    • 6.3.2 Messer Group GmbH
    • 6.3.3 Siad Macchine Impianti Spa
    • 6.3.4 Shanghai Chinllenge Gases Co. Ltd
    • 6.3.5 Taiyo Nippon Sanso Corporation
    • 6.3.6 Air Liquide SA
    • 6.3.7 Air Products and Chemicals Inc.
    • 6.3.8 Universal Industrial Plants Mfg Co. Pvt Ltd
    • 6.3.9 Bhoruka Gases Limited
    • 6.3.10 Sichuan Air Separation Plant Group

7 MARKET OPPORTUNITIES AND FUTURE TRENDS