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市场调查报告书
商品编码
1636763
资料中心燃料电池市场预测至 2030 年:按类型、资料中心类型、容量、功能、燃料类型和地区进行的全球分析Fuel Cell for Data Center Market Forecasts to 2030 - Global Analysis By Type, Data Center Type, Capacity, Function, Fuel Type and By Geography |
根据 Stratistics MRC 的数据,全球资料中心燃料电池市场规模预计在 2024 年达到 1.873 亿美元,到 2030 年将达到 4.9293 亿美元,预测期内的复合年增长率为 17.5%。
被称为资料中心燃料电池的能源产出装置透过电化学反应产生电能,为资料中心提供可靠、永续的电源。燃料电池将氢气或天然气等燃料转化为电能以及热和水,为传统柴油发电机提供了清洁的替代品。透过提供主电源和备用电源,这些系统可确保持续服务并减少资料中心营运的碳排放。
据 Edge Delta称,产生的资料量约为 120 Zetta位元组 ,其中包括每天产生的资料。
可靠电力的需求不断增加
资料中心对于支援数位基础设施至关重要,因此需要稳定的电源供应。燃料电池是柴油发电机等传统电源的理想替代品,因为传统电源容易故障且效率低。燃料电池提供稳定、可靠的电力,停机时间短,这对于避免云端处理、通讯和资料储存中断至关重要。它们还具有很强的抵御电网故障的能力,使其成为理想的备用电源。随着全球资料中心的需求不断增长,燃料电池因其经济性、永续性和提供持续服务的可靠性而变得越来越受欢迎。
缺乏氢基础设施
氢气供应链的可靠性对于氢燃料电池(资料中心的主要电源)至关重要。氢气的分配、储存和运输复杂且昂贵,限制了氢燃料电池在资料中心的广泛使用。在缺乏加氢站或氢气设施的情况下,资料中心营运商可能还面临物流挑战。在氢能基础设施扩大和普及之前,燃料电池的成本效益和运作效率将受到限制,因此,它们不太可能成为广泛使用的电源。
资料中心的崛起
随着世界数位转型的加速,对资料储存、云端服务和处理能力的需求正在迅速增长,推动着资料中心的扩张和发展。为了满足持续的电力需求,同时保持执行时间并减少碳排放,这些设施需要强大、可靠且节能的电源解决方案。透过提供现场、永续发电,减少对电网和备用发电机的依赖,燃料电池提供了一个有吸引力的选择。资料中心着重永续性和对可靠电源日益增长的需求,因此采用燃料电池作为其能源策略的一部分,这有助于推动市场扩张。
燃料来源依赖
燃料电池的正常运行,尤其是以天然气或氢气动力来源电池,依赖稳定、可靠的燃料供应。在氢气基础设施不足或天然气供应不可靠的地区,这种依赖性可能会导致营运问题和中断。此外,由于供应链中断或地缘政治问题导致的燃料价格波动可能会增加营运成本,使得燃料电池相对于替代能源能源的吸引力降低。燃料电池在资料中心的广泛使用因其对此类燃料源的依赖而受到限制,特别是在其他能源来源较便宜或广泛可用的地区。
COVID-19 的影响
COVID-19 疫情对资料中心燃料电池市场产生了多方面的影响。一方面,全球供应链中断和经济不确定性减缓了对包括燃料电池系统在内的新能源解决方案的投资。另一方面,疫情期间对数位基础设施的依赖增加,也增加了资料中心对更具弹性、永续和可靠性的电源的需求。由于资料中心着重确保快速成长的数位环境中持续的绿色电力,因此这种转变正在加速燃料电池的采用。
预测期内,云端资料中心市场预计将成为最大的市场
随着云端服务在全球范围内的扩张,资料中心对可靠、扩充性且节能的电源解决方案的需求很高,因此云端资料中心部分估计是最大的。燃料电池为传统电源提供了永续的替代方案,具有高可靠性和低排放气体的特性。它利用氢气和天然气等可再生燃料的能力符合云端供应商的绿色能源目标,鼓励在这些关键基础设施中采用燃料电池技术。
预计预测期内沼气产业将实现最高的复合年增长率。
由于对永续和可再生能源解决方案的需求不断增加,预计沼气产业在预测期内将实现最高的复合年增长率。沼气来自有机废弃物,是传统石化燃料的绿色替代品,符合资料中心产业减少碳排放的努力。沼气燃料电池可提供可靠、持续的电力,且排放极少,这使其成为希望提高能源安全性同时满足环境法规和永续性目标的资料中心的理想选择。
由于对永续性的日益关注,预计亚太地区将在预测期内占据最大的市场占有率。中国、印度和日本等国家正在扩大其资料中心基础设施,以支援对云端服务和巨量资料的需求。燃料电池提供可靠、节能、低排放的电力解决方案,符合该地区严格的环境法规和减少碳足迹的努力。此外,政府对绿色技术的激励措施进一步推动了该地区资料中心对燃料电池的采用。
预计北美地区在预测期内的复合年增长率最高。这是因为对可靠、经济和永续的能源解决方案的需求不断增加。随着资料中心营运扩展至支援云端运算和数位基础设施,减少碳排放和遵守严格的环境标准已成为首要任务。燃料电池是一个很有吸引力的选择,因为它们是一种清洁、有效的电源,同时排放排放低、维护成本低。对能源独立的关注和政府奖励也加速了北美各地资料中心采用燃料电池技术。
According to Stratistics MRC, the Global Fuel Cell for Data Center Market is accounted for $187.30 million in 2024 and is expected to reach $492.93 million by 2030 growing at a CAGR of 17.5% during the forecast period. An energy generation device called a fuel cell for data centers generates electricity through electrochemical reactions; giving data centers a dependable and sustainable power source. Fuel cells provide a cleaner alternative to conventional diesel generators by converting fuels like hydrogen or natural gas into electricity with the by-products of heat and water. By providing both primary and backup power, these systems guarantee continuous service and lower the carbon footprint of data center operations, which is in line with the tech sector's sustainability objectives.
According to the Edge Delta, the amount of data generated is around 120 zettabytes, which includes 337,080 petabytes (PB) of daily data generation.
Growing demand for reliable power
Data centers are essential for supporting digital infrastructure, thus it's necessary to have a steady supply of power. Fuel cells are a desirable substitute for conventional power sources like diesel generators, which can be prone to malfunctions and inefficiency. Fuel cells offer consistent, dependable power with little downtime, which is essential for avoiding interruptions in cloud computing, telecommunications, and data storage. They are ideal for backup power since they also provide a greater degree of resilience against grid failures. Fuel cells are becoming more and more popular as the need for data centers grows worldwide because to its affordability, sustainability, and dependability in providing continuous service.
Lack of hydrogen infrastructure
Reliability of the hydrogen supply chain is essential for hydrogen fuel cells, a vital data center power source that is still in its infancy in many areas. The extensive use of hydrogen-powered fuel cells in data centers is constrained by the complicated and expensive distribution, storage, and transportation of hydrogen. Data center operators may also face logistical challenges if there are no refuelling stations or facilities for producing hydrogen. Fuel cells' cost-effectiveness and operating efficiency will be constrained until hydrogen infrastructure is expanded and made more widely available, which will prevent them from becoming a widely used power source.
Increasing data center growth
The need for data storage, cloud services, and processing power is growing quickly due to the global acceleration of digital transformation, which is driving the development of additional data centers. To meet the constant need for electricity while preserving uptime and reducing carbon footprints, these facilities need strong, dependable, and energy-efficient power solutions. By offering on-site, sustainable power generation that reduces dependency on the grid and backup generators, fuel cells present an alluring alternative. Data centers are using fuel cells as part of their energy strategy due to the growing emphasis on sustainability and the demand for reliable power sources, which is propelling the market's expansion.
Fuel source dependency
The proper operation of fuel cells, especially those powered by natural gas or hydrogen, depends on a steady and dependable supply of fuel. This reliance can lead to operational concerns and possible disruptions in areas with inadequate hydrogen infrastructure or unreliable natural gas supplies. Furthermore, changes in fuel prices brought on by supply chain interruptions or geopolitical issues may raise operating expenses, which would reduce the appeal of fuel cells in comparison to alternative energy sources. The extensive use of fuel cells in data centers is constrained by this reliance on fuel sources, especially in regions where other energy sources are more affordable or widely available.
Covid-19 Impact
The COVID-19 pandemic had a mixed impact on the Fuel Cell for Data Center market. On one hand, the global disruption of supply chains and economic uncertainty delayed investments in new energy solutions, including fuel cell systems. On the other hand, the increased reliance on digital infrastructure during the pandemic heightened the demand for more resilient, sustainable, and reliable power sources for data centers. This shift has accelerated the adoption of fuel cells as data centers focus on ensuring continuous, eco-friendly power in a rapidly growing digital landscape.
The cloud data centers segment is expected to be the largest during the forecast period
The cloud data centers segment is estimated to be the largest, due to as cloud services expand globally, data centers face increasing demands for reliable, scalable, and energy-efficient power solutions. Fuel cells provide a sustainable alternative to traditional power sources, offering high reliability and low emissions. Their ability to run on renewable fuels like hydrogen and natural gas aligns with the green energy goals of cloud providers, pushing the adoption of fuel cell technology in these critical infrastructure facilities.
The biogas segment is expected to have the highest CAGR during the forecast period
The biogas segment is anticipated to witness the highest CAGR during the forecast period, due to the increasing demand for sustainable and renewable energy solutions. Biogas, derived from organic waste, offers an eco-friendly alternative to traditional fossil fuels, aligning with the data center industry's push toward reducing carbon footprints. Fuel cells powered by biogas provide reliable, continuous power with minimal emissions, making them an attractive option for data centers aiming to enhance energy security while meeting environmental regulations and sustainability goals.
Asia Pacific is expected to have the largest market share during the forecast period due to the region's growing emphasis on sustainability. Countries like China, India, and Japan are expanding their data center infrastructure to support the demand for cloud services and big data. Fuel cells offer reliable, energy-efficient, and low-emission power solutions, aligning with the region's stringent environmental regulations and commitment to reducing carbon footprints. Additionally, government incentives for green technologies further promote fuel cell adoption in data centers across the region.
During the forecast period, the North America region is anticipated to register the highest CAGR, owing to the increasing demand for dependable, affordable, and sustainable energy solutions. Reducing carbon footprints and adhering to strict environmental standards are top priorities as data center operations expand to serve cloud computing and digital infrastructure. An appealing alternative are fuel cells, which provide a clean, effective power source with little emissions and little maintenance. The emphasis on energy independence and government incentives also hasten the deployment of fuel cell technology in data centers across North America.
Key players in the market
Some of the key players profiled in the Fuel Cell for Data Center Market include Bloom Energy, FuelCell Energy, Inc., Ballard Power Systems, Plug Power, Doosan Fuel Cell, Hexis AG, SFC Energy, Ceres Power Holdings, Panasonic Corporation, Toshiba Corporation, McPhy Energy, Cummins Inc., Viessmann Group, AFC Energy, Nedstack Fuel Cell Technology, Nel ASA, PowerCell Sweden AB, Green Hydrogen Systems, and Smart Energies.
In October 2023, Bloom Energy introduced its advanced solid oxide fuel cell technology for large-scale data centers, offering an energy-efficient solution to reduce carbon emissions while providing uninterrupted power. The new technology aims to meet the increasing demand for clean energy in data-intensive industries.
In July 2023, Plug Power unveiled its green hydrogen fuel cell solutions designed specifically for powering data centers. These systems offer high energy efficiency, lower emissions, and the ability to integrate with renewable energy sources, aligning with sustainability goals of major data center operators.
In April 2023, Doosan launched its Hydrogen and Biogas Fuel Cell Solutions targeted at powering data centers. The new fuel cells are designed to enhance power reliability, provide sustainable energy, and reduce operational costs for data centers.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.