电解槽供应商：Guidehouse Insights Leaderboard

Guidehouse Insights Leaderboard Report: Electrolyzer Vendors - Assessment of Strategy and Execution for 16 Electrolyzer Vendors

出版日期: 2024年10月01日 | 出版商:

Guidehouse Insights | 英文 54 Pages; 23 Tables, Charts & Figures | 订单完成后即时交付

价格

简介目录

电解槽是利用再生电力生产绿氢所需的关键技术。近年来，由于政策支持、难以消除的行业的兴趣以及製造商之间的竞争加剧，电解槽行业出现了显着的投资和扩张。儘管绿氢目前仅占全球氢生产的一小部分，但大量绿氢计画已经形成，其中大部分处于早期开发阶段。

目前的供应商格局包括在电解槽和燃料电池製造领域拥有数十年经验的传统公司、在其他能源技术领域拥有成熟业务的行业公司以及拥有新颖技术产品和业务的初创公司。这些公司提供的服务范围差异很大，从专门的堆迭供应商到具有先进整合、工程、采购和施工能力的端到端参与者。

扩大其他清洁能源技术的经验表明，并非所有这些公司都会成功。未来十年，一些供应商可能会在专案成功和设备成本降低的帮助下增加其市场占有率。另一方面，预计一些公司将难以竞争。潜在的陷阱包括无法扩展以满足市场需求、技术性能或可靠性问题、缺乏有效的资本纪律以及服务产品与客户需求之间的不匹配。

本报告根据与公司策略和执行相关的八个广泛指标对 16 家着名的欧洲和美国电解槽供应商进行了评估。目的是揭示目前为新兴绿色氢气产业供应电解槽设备的供应商的竞争格局。

Electrolyzers are the key technology required to produce green hydrogen using renewable electricity. The electrolyzer industry has seen significant investment and expansion over the past several years in response to policy support, interest from hard-to-abate sectors, and increasing competition among manufacturers. Although green hydrogen currently accounts for only a small fraction of global hydrogen production, a substantial pipeline of green hydrogen projects has taken shape, mostly at early development stages.

The current vendor landscape comprises legacy players with decades of experience in electrolyzer or fuel cell manufacturing, industrial players with established businesses in other energy technology verticals, and dedicated startups with novel technology offerings and business models. The scope of services offered by these companies varies substantially, from dedicated stack suppliers to end-to-end players with advanced integration and engineering, procurement, and construction capabilities.

Experience from scaling up other clean energy technologies indicates that not all of these companies are likely to be successful. Over the coming decade, some vendors will see their market share grow, assisted by successfully delivered projects and reductions in equipment costs. Others may find it more difficult to compete. Potential pitfalls include failure to scale in line with market demand, issues with technology performance or reliability, lack of effective capital discipline, and misalignment between service offerings and customer requirements. This Guidehouse Insights Leaderboard assesses 16 of the most prominent European and North American electrolyzer vendors across eight broad metrics linked to company strategy and execution. Its purpose is to clarify the current competitive position of the players vying to supply electrolyzer equipment to the emerging green hydrogen production industry.

Top 10 Vendors

John Cockerill

thyssenkrupp nucera

Nel Hydrogen

Siemens Energy

Plug Power

Electric Hydrogen

Accelera by Cummins

ITM Power

HydrogenPro

Sunfire

1. Executive Summary

1.1 Market Introduction
1.2 The Guidehouse Insights Leaderboard Grid

2. Market Overview

2.1 Electrolyzer Characterization and Definition
2.2 Market Drivers
2.3 Market Barriers
2.4 Market Trends
2.5 Manufacturing Capacity

3. The Guidehouse Insights Leaderboard

3.1 The Guidehouse Insights Leaderboard Categories
- 3.1.1 Leaders
- 3.1.2 Contenders
- 3.1.3 Challengers
- 3.1.4 Followers
3.2 The Guidehouse Insights Leaderboard Grid

4. Company Rankings

4.1 Leaders
- 4.1.1 John Cockerill
- 4.1.2 thyssenkrupp nucera
- 4.1.3 Nel Hydrogen
4.2 Contenders
- 4.2.1 Siemens Energy
- 4.2.2 Plug Power
- 4.2.3 Electric Hydrogen
- 4.2.4 Accelera by Cummins
- 4.2.5 ITM Power
- 4.2.6 HydrogenPro
- 4.2.7 Sunfire
- 4.2.8 McPhy
- 4.2.9 Green Hydrogen Systems
- 4.2.10 Topsoe
- 4.2.11 Bloom Energy
4.3 Challengers
- 4.3.1 Enapter
- 4.3.2 Elogen

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study and Methodology

8.1 Scope of Study
8.2 Sources and Methodology
- 8.2.1 Vendor Selection
- 8.2.2 Ratings Scale
  - 8.2.2.1 Score Calculations
- 8.2.3 Criteria Definitions
  - 8.2.3.1 Strategy
  - 8.2.3.2 Execution