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市场调查报告书
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1687144

燃料电池-市场占有率分析、产业趋势与统计、成长预测（2025-2030 年）

Fuel Cell - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)
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在 2025 年为 94.9 亿美元，预计到 2030 年将达到 389 亿美元，预测期内（2025-2030 年）的复合年增长率为 32.59%。

燃料电池市场-IMG1

关键亮点

  • 从中期来看，预计绿色和蓝氢生产成本的下降以及汽车行业需求的增加将在预测期内推动市场发展。
  • 然而，来自替代能源的竞争和高昂的资本成本预计将阻碍市场成长。
  • 分散式发电是固体氧化物燃料电池的潜在市场，预计由于技术创新的进步，市场将显着成长。预计这一因素将为未来市场创造许多机会。
  • 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

汽车应用占据市场主导地位

  • 近年来，由于燃料电池系统具有高性能、更短的加油时间和更长的行驶里程，燃料电池汽车行业的利润越来越丰厚。当谈到汽车采用燃料电池技术时，减少水排放、降低排放气体百分比以及卓越的功率和扭矩起着关键作用。
  • 在传统车辆中，燃料电池技术的续航里程可达 300 英里以上。与电池电动车相比，重型电池重量的减轻将在预测期内推动市场成长。
  • 此外，政府减少环境污染的法规正在推动燃料电池在汽车领域的应用。各国正加紧研发和投资燃料电池技术，以改善公共运输，同时减少有害排放气体。例如，韩国政府计划在2030年用燃料电池公车取代约26,000辆CNG公车。
  • 此外，由于在物流和建筑领域的使用日益增多，堆高机和卡车等物料输送车辆预计在预测期内将显着成长。燃料电池由于其效率更高、石油消费量更少，主要用于取代小型车辆和仓库堆高机的内燃机。
  • 此外，甲醇燃料电池卡车将燃料储存在可加油的车载油箱中，减少了加油时间，使远距运输更加可行。主要汽车製造商正在开发采用燃料电池技术的 8 级车辆。
  • 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普及。预计这将提高消费者的接受度，并增加寻求建立全球燃料电池加气站网路的公司的私人投资。
  • 未来五年，主要目标商标产品製造商（OEM）预计将在亚太市场推出约 20 款燃料电池汽车车型。预计亚洲OEM凭藉其先发优势将在预测期内主导市场。例如，到2030年，丰田预计将销售165,000辆燃料电池电动车，而现代预计将销售148,000辆燃料电池电动车。
  • 日本在采用替代燃料技术方面处于领先地位。日本政府和当地OEM（目标商标产品製造商）致力于电动动力传动系统的全球标准化。同时，日本政府也鼓励大规模部署和采用氢燃料技术用于交通运输应用。日本政府设定的目标是到2025年实现20万辆燃料电池汽车的上市。
  • 北美是汽车燃料电池的第二大市场，主要由美国主导。严格的排放标准、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）的数据，截至2022年，全球共有15,200辆燃料电池汽车投入营运。
  • 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鼓励美国大规模采用燃料电池商用车的关键因素。现代汽车计划在2030年建成商用和乘用车燃料电池系统近50万套的生产能力，预计投资额为64亿美元。
  • 因此，由于技术创新不断增加以及私人企业不断进入，预计车辆应用将占据市场主导地位。

亚太地区占市场主导地位

  • 由于中国、日本、印度和韩国等国家的政府对使用清洁能源采取了优惠政策，亚太地区是燃料电池最有前景的区域市场之一。
  • 中国是燃料电池领域最具潜力的国家之一，原因如下：在国家和地方政府的丰厚补贴以及地方政府为鼓励广泛使用氢动力汽车（主要是为了减少污染）而出台的奖励计划的支持下，中国的氢燃料电池产业正在获得发展动力。
  • 除了潜在的庞大市场之外，中国还拥有许多生产燃料电池的国内公司。因此，该国存在需求和国内供应，进一步推动了市场成长。
  • 随着政府越来越重视利用清洁能源技术向低碳经济转型，中国的燃料电池市场潜力巨大。
  • 中国也正在见证超大规模平台的崛起，因此需要为中国超大规模平台提供资料中心服务。中国每100人就有50名网路用户，显示其连接生态系统具有巨大的发展和扩展空间。资料中心很可能成为该国燃料电池技术的主要消费者。
  • 到 2022 年，Elcogen 将把固体氧化物燃料电池(SOFC) 和堆迭技术融入其 Convion C60 动力装置，以高效能产生热量和电力。该计划为未来类似大规模的计划提供了一个模板，预计这些项目将使企业能够有效地生产热能和电力，同时减少碳排放。
  • 在印度，政府正在支持氢气各个方面的研究、开发和示范计划，包括氢气的生产、储存和作为发电燃料的使用，这可能会为该国的燃料电池市场创造机会。
  • 此外，2023 年 1 月，印度政府宣布了国家绿色氢能任务，初始资金为 24 亿美元，其中包括 21 亿美元用于 SIGHT 计划、7 亿美元用于先导计画、5000 万美元用于研发以及 4000 万美元用于其他任务组件。
  • 此外，该国的绿色氢气生产能力预计将达到每年至少 500 万吨，相应增加其可再生能源产能约 125 吉瓦。预计2030年目标将吸引超过8,000亿印度卢比的投资，到2030年将避免近5,000万吨二氧化碳排放。
  • 日本90%以上的能源消耗需求依赖进口海外资源。因此，日本对石化燃料的依赖程度很高，是世界上碳排放强度第五大的国家。然而，近年来，日本正经历一个重大转折点，即摆脱石化燃料，转向可再生能源。日本一直致力于改革其能源政策和体系，并专注于可再生能源和清洁氢能。
  • 日本于 2015 年实施了最成功的燃料电池商业化计画之一—ENE-FARM 计画。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 计画继续在小型燃料电池系统的开发和部署方面保持领先地位，该计画为购买住宅热电联产燃料电池系统提供补贴。
  • 因此，预计在预测期内，政府支持倡议以及在交通运输和其他应用中采用燃料电池技术的努力等因素将推动该地区的燃料电池市场发展。

燃料电池产业概况

燃料电池市场比较分散。该市场的主要企业（不分先后顺序）包括 Ballard Power Systems Inc.、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 引言

  • 研究范围
  • 市场定义
  • 调查前提

第二章执行摘要

第三章调查方法

第四章 市场概述

  • 介绍
  • 至2028年的市场规模及需求预测（单位：美元）
  • 近期趋势和发展
  • 政府法规和政策
  • 市场动态
    • 驱动程式
      • 绿氢和蓝氢生产成本下降
      • 汽车产业需求增加
    • 限制因素
      • 竞争性替代能源
  • 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
    • 竞争对手之间的竞争强度

第五章市场区隔

  • 应用
    • 车载
    • 非车辆
  • 科技
    • 固体电解质燃料电池（PEMFC）
    • 固体氧化物燃料电池（SOFC）
    • 其他的
  • 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
    • 中东和非洲
      • 沙乌地阿拉伯
      • 阿拉伯聯合大公国
      • 南非
      • 其他中东和非洲地区

第六章竞争格局

  • 併购、合资、合作与协议
  • 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 市场机会与未来趋势

  • 分散式发电是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 9.49 billion in 2025, and is expected to reach USD 38.90 billion by 2030, at a CAGR of 32.59% during the forecast period (2025-2030).

Fuel Cell - Market - IMG1

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