固体氧化物燃料电池 (SOFC) 市场 - 增长、趋势、COVID-19 的影响和预测 (2023-2028)

固体氧化物燃料电池 (SOFC) 市场将在 2020 年增长至 3.8486 亿美元，在 2027 年达到 23.05 亿美元，预测期 (2022-2027) 预计将继续以復合年增长率为2020 年超过 24.5%。

COVID-19 大流行对燃料电池市场产生了多重影响。 印度等一些国家在运输和商业部门部署燃料电池方面出现了项目延误。 例如，受疫情影响，2020年国家氢能路线图目标未能实现。 另一方面，在欧洲，由于医疗设施和家用微型 CHP 系统的采用率很高，基于 SOFC 的燃料电池市场正在加速发展。 SOFC 的能量转换效率高于其他发电能源，并且长期稳定，因此预计未来市场将继续扩大。 然而，与碱性燃料电池相比，它们的成本较高可能是市场上的一个限制因素。

主要亮点

• CHP（热电联产）系统预计将在未来几年主导市场，因为它们适合在高温下使用。
• 技术里程碑为市场提供了充足的机会。 例如，Phillips 66 公司获得了美国能源部 (DOE) 的 300 万美元拨款，用于开发高性能可逆固体氧化物燃料电池 (SOFC)。 该公司计划与佐治亚理工学院合作，论证该系统产生氢气和电力的可行性。
• 由于政府对清洁能源的优惠政策，亚太地区很可能在这一不断变化的情景中占据主要份额。

固体氧化物燃料电池 (SOFC) 的市场趋势

热电联产系统有望主导市场

• 固体氧化物燃料电池 (SOFC) 是家庭和企业固定发电系统的理想选择。 然而，与其他燃料电池不同，它们在高温下的高效率使其适用于热电联产系统（热电联产）。
• 在美国和欧洲，微型热电联产系统的引入速度加快，显着减少了二氧化碳排放量。 在英国，2010 年记录的二氧化碳排放量约为 9 吨，通过合格的热电联产系统减少至约 4 吨。
• 这项技术在住宅和设施领域的发展势头也越来越强劲。 2020 年 11 月，康明斯公司宣布获得两项总计 460 万美元的联邦拨款，用于推进其固体氧化物燃料电池 (SOFC) 技术在美国的商业化。 “基于燃料电池的热电联产系统的引入将使商业和工业客户能够在能源弹性的同时最大限度地减少他们的碳足迹并降低他们的运营成本。”
• 此外，2020 年 3 月，在英国开发了使用 Ceres 的固体氧化物燃料电池 (SOFC) 技术的热电联产系统后，我们开始维护以针对日本市场的商业建筑部门部署。我们宣布提供支持。

*此举预计将推动未来对热电联产系统的需求。

亚太地区主导市场

• 由于政府支持国内能源结构中的可持续资源，预计亚太地区的燃料电池部署增长最快。 日本在燃料电池的广泛应用方面处于该地区领先地位，从数据中心的备用服务到家庭的热电联产系统。
• 2020 年，日本政府宣布了通过实现碳中和实现 2050 年绿色增长战略，目标是到 2030 年引入多达 300 万吨氢气，到 2050 年引入多达 2000 万吨氢气。底部。 氢的高可用性将成为该国燃料电池市场增长的催化剂。
• 此外，中国超大规模平台的兴起正在加速国内数据中心的发展。 中国每 100 人拥有 50 名互联网用户，展示了市场潜力和连接生态系统，引领固体氧化物燃料电池 (SOFC) 市场。 亚马逊网络服务投资 16 亿美元在印度建立两个数据中心，其中大部分投资用于高端计算机和存储单元。
• 这些新兴市场的发展预计将促进该地区固体氧化物燃料电池 (SOFC) 市场的增长。

固体氧化物燃料电池 (SOFC) 市场竞争对手分析

固体氧化物燃料电池 (SOFC) 市场分散。 主要公司包括 Mitsubishi Hitachi Power Systems Ltd.、DuPont de Nemours Inc.、Bloom Energy Corp.、Sunfire GmbH、Convion Ltd 和 Elcogen AS。

其他好处

• Excel 格式的市场预测 (ME) 表
• 3 个月的分析师支持

内容

第一章介绍

• 调查范围
• 市场定义
• 调查假设

第二章研究方法论

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
• 政府法规和政策
• 市场动态
  • 司机
  • 约束因素
• 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

• 申请
  • 热电联产系统
  • 工业
  • 交通
  • 储能
• 地区
  • 北美
  • 欧洲
  • 亚太地区
  • 南美洲
  • 中东

第六章竞争格局

• 併购、合资、合作、协议
• 主要参与者采用的策略
• 公司简介
  • DuPont de Nemours Inc.
  • Mitsubishi Hitachi Power Systems Ltd
  • Watt Fuel Cell Corp.
  • Sunfire GmbH
  • Bloom Energy Corp.
  • Elcogen AS
  • Convion Ltd
  • Hexis SA
  • H2E Power Systems Inc.
  • Ceres Power Holdings PLC

第7章 市场机会未来动向

The solid oxide fuel cells market was valued at USD 384.86 million in 2020, and it is expected to reach USD 2300.50 million by 2027, registering a CAGR of more than 24.5% during the forecast period (2022-2027). The COVID-19 pandemic had a mixed effect on the fuel cells market. In some countries, like India, project delays were witnessed in the deployment of fuel cells in the transportation and commercial sectors. For example, the goals of the National Hydrogen Energy Roadmap could not be achieved in 2020 due to the pandemic. On the other hand, in Europe, the market for SOFC-based fuel cells witnessed an acceleration due to the high deployment of the technology in medical centers and residential micro-CHP systems. The SOFC market is likely to grow in the future due to the energy conversion efficiency of the cells compared to other power generation sources and long-term stability. However, the market can be constrained due to the current high cost of the technology compared to alkaline fuel cells.

Key Highlights

• CHP (Combined Heat and Power) systems are expected to dominate the market in the coming years due to the suitability of the cells for high-temperature applications.
• The technological milestones create ample opportunities for the market. For instance, Phillips 66 Company received a USD 3 million grant from the US Department of Energy (DOE) to develop high-performance reversible solid oxide fuel cells. The company will collaborate with the Georgia Institute of Technology to demonstrate the feasibility of this system for hydrogen and electricity generation. ​
• The Asia-Pacific region is likely to have the major share in this evolving scenario due to the favorable government policies for cleaner power supply sources.

Solid Oxide Fuel Cells Market Trends

CHP Systems Expected to Dominate the Market

• Solid oxide fuel cells are best suited for stationary power generation systems for homes and businesses. However, their high-temperature efficiency distinguishes them from other fuel cells used for such purposes, making them best suited for cogeneration systems or combined heat and power systems.
• The United States and Europe witnessed a constant acceleration in the installed micro-CHP systems, which reduced carbon-dioxide emissions to a great level. In the United Kingdom, the CO2 emissions were recorded at around nine metric ton in 2010, which were reduced to around four metric ton with the qualifying CHP systems.
• The technology is gaining momentum in the residential sector and the institutional segment. In November 2020, Cummins Inc. announced that it received two federal grants of a total of USD 4.6 million to advance the commercialization of solid oxide fuel cell (SOFC) technology in the United States to help commercial and industrial customers minimize their carbon impact while providing energy resiliency and cutting costs in their businesses by installing fuel cell-based CHP systems.
• Furthermore, in March 2020, after developing the CHP system with Ceres' solid oxide fuel cell technology in the United Kingdom, MIURA CO. LTD announced the maintenance support for the deployment in the Japanese market, targeting the commercial building sector.

* Such developments are expected to boost the demand for CHP systems in the future.

Asia-Pacific to Dominate the Market

• Asia-Pacific is expected to have the highest growth in the deployment of fuel cells due to the government's support for sustainable sources in the domestic energy mix. Japan is leading in the region with vast applications of fuel cells, ranging from backup services for data centers and combined heat and power systems for homes.
• In 2020, the Japanese government published the" Green Growth Strategy Through Achieving Carbon Neutrality in 2050", which states that the country aims to introduce up to 3 million ton of hydrogen before 2030 and up to 20 million ton before 2050. The high hydrogen availability acts as a catalyst for the country's fuel cells market's growth.
• China has also witnessed a rise in its hyper-scale platforms, which has accelerated the growth of data centers in the country. China has 50 internet users per 100 population, indicating scope for development and the connectivity ecosystem, thus driving the solid oxide fuel cells market. Amazon Web Services is investing USD 1.6 billion to set up two data centers in India, with much of the investment going toward high-end computer and storage units.
• Such developments are likely to elevate the growth of the solid oxide fuel cells market in the region.

Solid Oxide Fuel Cells Market Competitor Analysis

The solid oxide fuel cells market is fragmented. Some of the major companies in the market include Mitsubishi Hitachi Power Systems Ltd, DuPont de Nemours Inc., Bloom Energy Corp., Sunfire GmbH, Convion Ltd, and Elcogen AS.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the 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 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Application
  • 5.1.1 CHP Systems
  • 5.1.2 Industrial
  • 5.1.3 Transportation
  • 5.1.4 Energy Storage
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 South-America
  • 5.2.5 Middle-East

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 DuPont de Nemours Inc.
  • 6.3.2 Mitsubishi Hitachi Power Systems Ltd
  • 6.3.3 Watt Fuel Cell Corp.
  • 6.3.4 Sunfire GmbH
  • 6.3.5 Bloom Energy Corp.
  • 6.3.6 Elcogen AS
  • 6.3.7 Convion Ltd
  • 6.3.8 Hexis SA
  • 6.3.9 H2E Power Systems Inc.
  • 6.3.10 Ceres Power Holdings PLC

7 MARKET OPPORTUNITIES AND FUTURE TRENDS