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市场调查报告书
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燃料电池 -市场占有率分析、产业趋势/统计、成长预测（2024-2029）

Fuel Cell - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 125 Pages | 商品交期: 2-3个工作天内

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简介目录

燃料电池市场规模预计到2024年为71.6亿美元，预计到2029年将达到293.3亿美元，在预测期内（2024-2029年）复合年增长率为32.59%。

燃料电池市场

主要亮点

  • 从中期来看，绿氢和蓝氢发电成本的下降以及汽车行业需求的增加预计将在预测期内推动市场发展。
  • 另一方面，来自替代能源的竞争和高资本成本预计将阻碍市场成长。
  • 然而，分散式发电作为固体氧化物燃料电池的潜在市场，由于技术创新的进步，预计该市场将大幅成长。预计这一因素将在未来为市场创造一些机会。
  • 预计亚太地区将主导燃料电池市场，大部分需求来自中国、印度、日本和韩国等国家。

燃料电池市场趋势

汽车应用主导市场

  • 近年来，由于系统提供的高性能、短加油时间和长续航里程，基于燃料电池的汽车产业变得更具优势。当谈到汽车燃料电池技术的采用时，排水、较低的排放气体比例以及更好的功率和扭矩发挥重要作用。
  • 在传统汽车中，燃料电池技术可提供超过 300 英里的续航里程。与纯电动车相比，携带重型电池的重量减轻将推动预测期内的市场成长。
  • 此外，政府减少环境污染的法规正在推动燃料电池在汽车产业的采用。各国正增加对燃料电池技术的研发和投资，以改善大众交通工具，同时减少有害排放气体。例如，韩国政府计划在 2030 年将约 26,000 辆 CNG 公车更换为燃料电池公车。
  • 此外，由于堆高机和卡车等物料输送车辆在物流和建筑领域的使用不断增加，预计在预测期内将出现显着增长。燃料电池在轻型车辆和仓库堆高机中用作内燃机的替代品，主要是为了提高效率并减少石油消费量。
  • 此外，甲醇燃料电池卡车将燃料储存在可加註的汽车油箱中，减少了加油时间，增加了远距运输的可行性。主要汽车製造商正在开发采用燃料电池技术的 8 级汽车。
  • 在亚太地区，强有力的奖励和政府政策预计将推动燃料电池电动车的采用。预计这将提高消费者的接受度并增加旨在建立全球燃料电池加油站网路的公司的私人投资。
  • 未来五年，目标商标产品製造商（OEM）预计在亚太市场推出约20种燃料电池汽车车型。具有先发优势的亚洲OEM预计将在预测期内主导市场。例如，到2030年，丰田预计将销售16.5万辆燃料电池电动车，现代化将销售14.8万辆燃料电池电动车。
  • 日本处于采用替代燃料技术的前沿。日本政府和当地OEM（目标商标产品製造商）专注于电动动力传动系统的全球标准化。同时，日本政府也鼓励氢燃料技术的大规模部署和运输应用。日本政府设定了 2025 年普及20 万辆燃料电池汽车的目标。
  • 北美是汽车燃料电池的第二大市场，主要由美国主导。严格的排放法规、技术製造商的存在以及税额扣抵等奖励正在推动该国汽车领域燃料电池系统的市场成长。根据国际能源总署（IEA）统计，截至2022年，流通中的燃料电池汽车有15,200辆。
  • 美国知名汽车製造商和目标商标产品製造商的存在也是预计推动燃料电池商用车在美国大规模普及的关键因素。现代汽车计划在2030年建造近50万套商用车和小客车燃料电池系统的产能，预计成本为64亿美元。
  • 因此，由于技术创新的进步和私人公司参与的增加，车辆应用预计将主导市场。

亚太地区主导市场

  • 由于中国、日本、印度和韩国等国家对清洁能源使用的优惠政策，亚太地区是燃料电池最有前途的区域市场之一。
  • 中国是燃料电池最有潜力的国家之一，原因如下： 该国氢燃料电池产业主要由国家和地方政府发展，以鼓励氢能汽车的普及以减少污染。得益于地方政府的优惠政府补贴和奖励计划。
  • 除了潜在的庞大市场之外，中国还拥有一批国内製造燃料电池的公司。因此，该国存在需求和国内供应，进一步推动了市场成长。
  • 随着政府越来越关注如何利用清洁能源技术向低碳经济转型，中国燃料电池市场潜力巨大。
  • 中国也见证了超大规模平台的崛起，因此有必要为中国的超大规模平台提供资料中心服务。中国每100人就有50个网路用户，互联互通生态系统的发展与拓展空间庞大。资料中心可能成为该国燃料电池技术的主要消费者。
  • 2022 年，Elcogen 将固体氧化物燃料电池(SOFC) 和电堆技术融入其 Convion C60 动力装置中，以高效率水平产生热能和电力。该计划为未来此类大型计划提供了一个模板，这些专案预计将使公司能够有效地生产热能和电力，同时减少碳排放。这是值得做的事情。
  • 在印度，政府正在支持氢气各个方面的研发和示范计划，包括氢气生产、储存以及用作发电燃料，这可能会为该国的燃料电池市场创造机会。
  • 此外，2023年1月，印度政府宣布支出24亿美元，其中21亿美元用于SIGHT计划，7亿美元用于先导计画，5000万美元用于研发，4000万美元用于其他任务组成部分。宣布国家绿氢使命并提供初始资金。
  • 此外，该国的绿色氢产能预计将达到每年至少500万吨，可再生能源产能也相应增加约125吉瓦。 2030 年目标预计将带来超过 8,000 亿印度卢比的投资，并在 2030 年之前避免近 5,000 万吨二氧化碳排放。
  • 日本进口国外资源以满足其90%以上的能源消耗需求。因此，日本高度依赖石化燃料，使日本成为世界第五大碳集中国家。然而，近年来，日本在从石化燃料转型可再生能源的过程中遇到了一个重大转折点。日本致力于改革能源政策和体系，并专注可再生能源和清洁氢能。
  • 日本于2015年实施了Ene-Farm计划，这是最成功的燃料电池商业化计划之一。该计划已安装了超过 12 万个住宅燃料电池系统。日本透过其 Ene-Farm 计画继续成为小型燃料电池系统开发和部署的压倒性领导者，该计画为购买住宅热电联产的住宅燃料电池系统提供补贴。
  • 因此，政府支持政策以及将燃料电池技术纳入交通和其他应用的努力等因素预计将在预测期内推动区域燃料电池市场的发展。

燃料电池产业概况

燃料电池市场较为分散。市场主要企业包括（排名不分先后）巴拉德动力系统公司、FuelCell Energy Inc.、三菱电力有限公司、Plug Power Inc.和康明斯公司。

其他福利：

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

目录

第一章简介

  • 调查范围
  • 市场定义
  • 研究场所

第 2 章执行摘要

第三章调查方法

第四章市场概况

  • 介绍
  • 2028年之前的市场规模和需求预测（金额）
  • 最新趋势和发展
  • 政府法规政策
  • 市场动态
    • 促进因素
      • 降低绿色/蓝氢生产成本
      • 汽车产业的需求增加
    • 抑制因素
      • 替代能源的竞争
  • 供应链分析
  • 波特五力分析
    • 供应商的议价能力
    • 消费者议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争公司之间敌对关係的强度

第五章市场区隔

  • 目的
    • 车
    • 非汽车
  • 科技
    • 固体电解质燃料电池（PEMFC）
    • 固体氧化物燃料电池（SOFC）
    • 其他技术
  • 地区
    • 北美洲
      • 美国
      • 加拿大
      • 北美其他地区
    • 欧洲
      • 德国
      • 法国
      • 英国
      • 其他欧洲国家
    • 亚太地区
      • 中国
      • 韩国
      • 日本
      • 其他亚太地区
    • 南美洲
      • 巴西
      • 阿根廷
      • 南美洲其他地区
    • 中东/非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 南非
      • 其他中东和非洲

第六章 竞争形势

  • 併购、合资、联盟、协议
  • 主要企业策略
  • 公司简介
    • Ballard Power Systems Inc.
    • Horizon Fuel Cell Technologies Pte. Ltd.
    • Toshiba Energy Systems & Solutions Corporation
    • FuelCell Energy Inc.
    • Plug Power Inc.
    • Nuvera Fuel Cells LLC
    • Intelligent Energy Limited
    • SFC Energy AG
    • Mitsubishi Power Ltd.
    • Cummins Inc.

第七章 市场机会及未来趋势

  • 分散式发电作为固体氧化物燃料电池的潜在市场
简介目录
Product Code: 55634

The Fuel Cell Market size is estimated at USD 7.16 billion in 2024, and is expected to reach USD 29.33 billion by 2029, growing at a CAGR of 32.59% during the forecast period (2024-2029).

Fuel Cell - Market

Key Highlights

  • Over the medium term, falling costs of green and blue hydrogen generation and rising demand from the automotive sector are expected to drive the market during the forecast period.
  • On the other hand, competition for alternative energy sources and high capital costs are expected to hinder the growth of the market.
  • Nevertheless, the distributed generation as a potential market for solid oxide fuel cells are expected to grow significantly in the market due to the increasing innovation. This factor is expected to create several opportunities for the market in the future.
  • Asia-Pacific is expected to dominate the fuel cell market, with the majority of the demand coming from countries such as China, India, Japan, and South Korea.

Fuel Cell Market Trends

Vehicular Application to Dominate the Market

  • The fuel cell-based automotive industry has become more lucrative in recent years due to the higher performance, reduced refueling time, and long range offered by the systems. The exhaust in terms of water, a decline in the proportion of emissions, and superior power and torque output play a significant role in terms of the adoption of fuel cell technologies for automobiles.
  • On a traditional vehicle, the fuel cell technology provides a driving range of over 300 miles. It reduces the weight of carrying heavy batteries compared to battery electric vehicles, thereby boosting the market's growth over the forecast period.
  • Furthermore, government regulations for reducing environmental pollution encourage the adoption of fuel cells in the automotive sector. The countries are focusing on R&D and investing in fuel cell technology to improve their public transportation while reducing harmful emissions. For instance, the South Korean government plans to replace around 26,000 CNG buses with fuel-cell buses by 2030.
  • Also, material-handling vehicles, such as forklifts, trucks, etc., are expected to witness significant growth over the forecast period due to their increased usage in the logistics and construction sectors. Fuel cells are used as replacements for internal combustion engines in light-duty vehicles and warehouse forklifts, primarily to improve efficiency and reduce oil consumption.
  • Furthermore, in methanol fuel cell trucks, the fuel is stored in refillable onboard tanks to reduce the refueling time, thereby providing feasibility for long routes. The major automobile manufacturers are developing Class 8 vehicles that operate on fuel cell technology.
  • In the Asia-Pacific region, the adoption of fuel-cell electric vehicles is expected to be driven by strong incentives and government policies. This is expected to boost consumer acceptance and increase private investments by companies seeking to establish global fuel cell network refueling stations.
  • Over the next five years, leading original equipment manufacturers (OEMs) are expected to launch approximately 20 fuel cell vehicle models in the Asia-Pacific market. Asian OEMs, with a first-mover advantage, are expected to dominate the market during the forecast period. For instance, the unit sales of Toyota fuel cell electric vehicles are estimated at 165,000 and those of Hyundai fuel cell electric vehicles at 148,000 by 2030.
  • Japan is at the forefront in terms of the adoption of alternative fuel technologies. The Japanese government and the local original equipment manufacturers (OEMs) focus on standardizing electrified powertrains globally. Meanwhile, the Japanese government also encouraged hydrogen fuel technology for large-scale deployments and transport applications. The country has set a target of having 200,000 FCVs on the road by 2025.
  • North America is the second-largest market for vehicular fuel cells, mainly dominated by the United States. Stringent emission norms, the presence of technology producers, incentives in the form of tax credits, etc., drive the market growth for fuel cell systems in the vehicular segment of the country. According to International Energy Agency (IEA), as of 2022, 15.2 thousand of total fuel cell vehicle was in circulation.
  • The presence of some of the most prominent automotive manufacturers and original equipment manufacturers in the country is another major factor expected to propel the large-scale adoption of fuel cell commercial vehicles in the United States. Hyundai plans to build a production capacity of nearly 500k fuel cell systems for commercial and passenger vehicles by 2030 at an estimated cost of USD 6.4 billion.
  • Hence, vehicular applications are expected to dominate the market due to increasing technological innovation and rising private player involvement.

Asia-Pacific to Dominate the Market

  • Asia-Pacific is one of the most promising regional markets for fuel cells on account of the favorable government policies for clean energy usage in countries such as China, Japan, India, and South Korea.
  • China is the country with one of the highest potentials for fuel cells due to the following reasons: The hydrogen fuel cell industry in the country has been gaining traction on the back of favorable national and provincial government subsidies and incentive programs from local authorities, mainly to encourage the uptake of hydrogen vehicles to cut pollution.
  • Along with the potentially large market, China also has numerous domestic enterprises that manufacture fuel cells. Hence, the demand and the domestic supply are present in the country, further bolstering the growth of the market.
  • China has great potential in the fuel cell market as the government is increasingly focusing on ways to utilize clean energy technology in order to switch to a low-carbon economy.
  • China has also witnessed a rise in its hyper-scale platforms, owing to which providing data center services for Chinese hyper-scale platforms has become necessary. China has 50 internet users per 100 people, indicating scope for a lot of development and expansion in the connectivity ecosystem. The data centers can become major consumers of fuel cell technology in the country.
  • In 2022, Elcogen incorporated solid oxide fuel cell (SOFC) and stack technology into the Convion C60 power unit to generate heat and electricity with high efficiency levels. The project provides a template for future projects of this kind, also at scale, which are expected to enable companies to generate both heat and electricity at high efficiency levels, all while reducing carbon emissions.
  • In India, the government has been supporting research, development, and demonstration projects on various aspects of hydrogen, including its production, storage, and use as a fuel for power generation, which is likely to fuel an opportunity for the fuel cell market in the country.
  • Further, in January 2023, the government of India announced the National Green Hydrogen Mission with initial funding of USD 2.4 billion, including an outlay of USD 2.1 billion for the SIGHT program, USD 700 million for pilot projects, USD 50 million for R&D, and USD 40 million for other mission components.
  • Further, the country's green hydrogen production capacity is likely to reach at least 5 MMT per annum, with an associated renewable energy capacity addition of about N125 GW. The targets by 2030 are likely to bring in over INR 8 lakh crore of investments, and nearly 50 MMT of CO2 emissions are expected to be averted by 2030.
  • Japan imports foreign resources to satisfy over 90% of its energy consumption needs. As a result, the heavy reliance on fossil fuels places Japan in fifth place globally in carbon intensity. However, Japan has been undergoing a significant transition in recent years, shifting away from fossil fuels and renewable energy sources. The country has strived to reform its energy policy and systems by focusing on renewable energy and clean hydrogen.
  • Japan implemented one of the most successful fuel cell commercialization programs, the Ene-farm program, in 2015. The program led to the deployment of over 120,000 residential fuel cell systems. Japan remains, by far, the leader in developing and deploying small-scale fuel cell systems through the Ene-farm program, which provides subsidies for purchasing residential fuel cell systems for the domestic CHP.
  • Therefore, factors such as supportive government policies and efforts to incorporate fuel cell technology in transportation and other applications are expected to drive the region's fuel cell market during the forecast period.

Fuel Cell Industry Overview

The fuel cell market is semi-fragmented. The key players in the market (not in particular order) include Ballard Power Systems Inc., FuelCell Energy Inc., Mitsubishi Power Ltd., Plug Power Inc., and Cummins Inc., among others.

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 EXECUTIVE SUMMARY

3 RESEARCH METHODOLOGY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD, till 2028
  • 4.3 Recent Trends and Developments
  • 4.4 Government Policies and Regulations
  • 4.5 Market Dynamics
    • 4.5.1 Drivers
      • 4.5.1.1 Falling Costs of Green And Blue Hydrogen Generation
      • 4.5.1.2 Rising Demand from The Automotive Sector
    • 4.5.2 Restraints
      • 4.5.2.1 Competition for Alternative Energy Source
  • 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 Substitute Products and Services
    • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Application
    • 5.1.1 Vehicular
    • 5.1.2 Non-vehicular
  • 5.2 Technology
    • 5.2.1 Polymer Electrolyte Membrane Fuel Cell (PEMFC)
    • 5.2.2 Solid Oxide Fuel Cell (SOFC)
    • 5.2.3 Other Technologies
  • 5.3 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 France
      • 5.3.2.3 United Kingdom
      • 5.3.2.4 Rest of Europe
    • 5.3.3 Asia-Pacific
      • 5.3.3.1 China
      • 5.3.3.2 South Korea
      • 5.3.3.3 Japan
      • 5.3.3.4 Rest of Asia Pacific
    • 5.3.4 South America
      • 5.3.4.1 Brazil
      • 5.3.4.2 Argentina
      • 5.3.4.3 Rest of South America
    • 5.3.5 Middle-East and Africa
      • 5.3.5.1 Saudi Arabia
      • 5.3.5.2 United Arab Emirates
      • 5.3.5.3 South Africa
      • 5.3.5.4 Rest of Middle-East and Africa

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 Ballard Power Systems Inc.
    • 6.3.2 Horizon Fuel Cell Technologies Pte. Ltd.
    • 6.3.3 Toshiba Energy Systems & Solutions Corporation
    • 6.3.4 FuelCell Energy Inc.
    • 6.3.5 Plug Power Inc.
    • 6.3.6 Nuvera Fuel Cells LLC
    • 6.3.7 Intelligent Energy Limited
    • 6.3.8 SFC Energy AG
    • 6.3.9 Mitsubishi Power Ltd.
    • 6.3.10 Cummins Inc.

7 MARKET OPPORTUNITIES AND FUTURE TRENDS

  • 7.1 Distributed Generation as a Potential Market For Solid Oxide Fuel Cells