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市场调查报告书
商品编码
1716353
2032 年 PEM电解槽市场预测:按组件、容量、应用、最终用户和地区进行的全球分析PEM Electrolyzer Market Forecasts to 2032 - Global Analysis By Component (Bipolar Plates, Membrane Electrode Assembly (MEA), End Plates & Gaskets, Balance of Plant (BoP) and Other Components), Capacity, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球 PEM电解槽市场预计在 2025 年达到 13 亿美元,到 2032 年将达到 109 亿美元,预测期内的复合年增长率为 35.5%。
PEM电解槽是一种利用电能进行电解过程的装置,可有效地将水分离成氢和氧。该系统采用强力聚合物薄膜作为电解质,允许质子通过,同时阻挡气体。 PEM电解槽效率高、反应时间快、设计紧凑,适用于可再生能源整合和绿色氢气生产。 PEM电解槽特别适合运输、工业製程和电网平衡应用。
根据国际能源总署(IEA)的数据,到2023年底,全球电解槽装置容量容量将达到140万千瓦,比前一年增长近一倍。其中质子交换膜 (PEM)电解槽的容量约为 300,000 kW。
绿氢能需求不断成长
全球向再生能源来源的转变以及对脱碳的日益重视推动了对绿氢的需求。 PEM电解槽利用太阳能或风能等可再生能源将水分解为氢气和氧气,对于生产绿色氢气至关重要。交通运输、发电和化学工业都依赖这种清洁的氢。绿色氢能正成为永续能源转型的关键要素。这是政府鼓励政策和经济奖励加速氢能基础设施投资的结果。
难以取得重要资料
主要问题之一是 PEM电解槽必需材料铂和铱的短缺。虽然这些材料价格昂贵且稀有,但它们对于膜电极的结构至关重要。这种限制使得 PEM电解槽的生产成本高昂,且较小的市场参与者难以获得。对这些不常见元素的依赖会造成供应链脆弱性,进一步阻碍 PEM 技术在成本敏感领域的扩充性。
可再生能源整合
PEM电解槽与再生能源来源结合时具有巨大的成长潜力。 PEM电解槽可以利用太阳能和风力发电的剩余电力来生产绿色氢气,有助于稳定电网并减少碳排放。此外,电解槽技术的改进使其成本更低、效率更高,从而可以应用于更广泛的产业。氢能发电与可再生能源发电的协同效应可望带来长期的市场扩张。
政策不确定性和缺乏长远眼光
不一致的法规和缺乏连贯的长期氢气部署策略威胁市场扩张。许多政府正在资助绿色氢能计划,但不一致的立法和不发达的基础设施阻碍了进展。此外,来自碱性电解等其他技术的竞争使得法规变得更加复杂,这可能会减缓 PEM电解槽的广泛应用。
由于供应链中断和计划进度延迟,COVID-19 疫情导致 PEM电解槽业务中断。钢铁、化工和精製等主要氢气消耗产业在停产期间缩减了生产活动,影响了对电解槽的需求。但疫情也凸显了强大能源网路的必要性,导致经济復苏后对清洁能源技术的投资再次出现。随着经济復苏,人们越来越重视永续基础设施,这使得 PEM电解槽成为绿色復苏战略的重要组成部分。
预计预测期内膜电极组件(MEA)部分将成为最大的部分。
预计预测期内膜电极组件(MEA)部分将占据最大的市场占有率。这是因为它在促进氢气生产过程中的电化学过程中起着关键作用。 MEA 整合了铂和铱等尖端催化剂,确保了 PEM 系统的卓越效率和耐用性。它们在交通运输和发电等领域的广泛应用凸显了多边环境协定的重要性。此外,持续进行的研究和开发工作旨在提高 MEA 的性能并降低其成本,这可能会在预测期内进一步促进其应用。
预计工业製氢领域在预测期内将实现最高复合年增长率
预计工业製氢领域在预测期内将出现最高的成长率。这一增长率归因于化学品、钢铁和氨生产等行业的需求不断增长。在这些领域,绿氢可以为传统石化燃料提供永续的替代品,并支持国际脱碳目标。政府对采用干净科技的奖励也鼓励工业界转向绿氢能解决方案。这种模式凸显了工业应用对市场成长的重要性。
在预测期内,欧洲地区预计将占据最大的市场占有率,因为其坚定致力于在 2050 年实现碳中和。欧盟 (EU) 对绿氢基础设施和可再生能源的大规模投资证明了这一领导地位。法国和德国等国家正在主导在交通网路和工业过程中使用 PEM电解槽。此外,减税、补贴等激励措施也为该领域的市场扩张创造了有利的氛围。
在预测期内,亚太地区预计将呈现最高的复合年增长率,这得益于对可再生能源发电的投资增加,刺激了包括发电和运输在内的终端行业对绿色氢的需求。这项扩张是由中国、韩国、日本和印度等国家推动的,这些国家正在官民合作关係关係的帮助下实施雄心勃勃的氢能计画。此外,燃料电池车在该领域的使用日益增多,也推动了对 PEM电解槽的需求。
According to Stratistics MRC, the Global PEM Electrolyzer Market is accounted for $1.3 billion in 2025 and is expected to reach $10.9 billion by 2032, growing at a CAGR of 35.5% during the forecast period. A PEM electrolyzer is a device that utilizes electrical energy to perform the electrolysis process, effectively separating water into its constituent elements, hydrogen and oxygen. The system uses a strong polymer membrane as the electrolyte, allowing protons to pass through while blocking gases. PEM electrolyzers exhibit high efficiency, rapid response times, and a compact design, making them suitable for the integration of renewable energy and the production of green hydrogen. Their applications are particularly relevant in transportation, industrial processes, and grid balancing.
According to the International Energy Agency (IEA), globally installed electrolyzer capacity reached 1.4 GW at the end of 2023, nearly doubling from the previous year. Proton Exchange Membrane (PEM) electrolyzers accounted for approximately 300 MW of this capacity.
Growing demand for green hydrogen
The demand for green hydrogen is being driven by the global move toward renewable energy sources and the growing emphasis on decarbonization. PEM electrolyzers, which use renewable energy sources like sun and wind to split water into hydrogen and oxygen, are essential to the production of green hydrogen. Transportation, power generation, and chemical industries all depend on this clean hydrogen. Green hydrogen is becoming a key component of sustainable energy transitions as a result of encouraging government policies and financial incentives that are speeding up investments in hydrogen infrastructure.
Limited availability of critical materials
One major issue is the lack of essential materials for PEM electrolyzers, namely platinum and iridium. Despite being costly and scarce, these materials are essential for the membrane electrode construction. PEM electrolyzers are more costly to manufacture as a result of this restriction, making them less accessible to smaller market players. The dependence on these uncommon elements creates supply chain vulnerabilities, further hindering PEM technology's scalability in cost-sensitive sectors.
Integration with renewable energy sources
PEM electrolyzers provide a substantial growth potential when combined with renewable energy sources. PEM electrolyzers can produce green hydrogen using extra electricity from solar and wind energy, helping to stabilize the power grid and support efforts to reduce carbon emissions. Furthermore, improvements in electrolyzer technology are lowering expenses and increasing effectiveness, allowing for wider industry usage. Long-term market expansion is anticipated due to the synergy between hydrogen generation and renewable energy.
Policy uncertainty and lack of long-term vision
Inconsistent rules and a lack of a coherent long-term strategy for hydrogen adoption threaten market expansion. Numerous governments are funding green hydrogen projects, but inconsistent laws and underdeveloped infrastructure hinder their advancement. Also, competition from other technologies like alkaline electrolysis makes the rules more complicated and could delay the widespread use of PEM electrolyzers.
Due to supply chain disruptions and project timeline delays, the COVID-19 pandemic caused disruptions in the PEM electrolyzer business. Key hydrogen consumers like steel, chemicals, and oil refining saw a reduction in activities during lockdowns, which affected the need for electrolyzers. But the epidemic also highlighted the necessity of robust energy networks, which led to a resurgence of clean energy technology investments after the recovery. The emphasis on sustainable infrastructure increased as economies recovered, making PEM electrolyzers essential parts of green recovery strategies.
The membrane electrode assembly (MEA) segment is expected to be the largest during the forecast period
The membrane electrode assembly (MEA) segment is expected to account for the largest market share during the forecast period. This is due to its crucial role in facilitating electrochemical processes during hydrogen production. MEAs integrate cutting-edge catalysts like platinum and iridium to guarantee outstanding efficiency and durability in PEM systems. The fact that sectors such as transportation and electricity generation widely use them highlights their relevance. Furthermore, continued R&D efforts to enhance MEA performance while lowering costs will further support their adoption during the projection period.
The hydrogen generation for industrial use segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the hydrogen generation for industrial use segment is predicted to witness the highest growth rate. This growth rate is attributed to the increasing demand from industries such as chemicals, steel, and ammonia production. In these sectors, green hydrogen provides a sustainable substitute for conventional fossil fuels that supports international decarbonization objectives. Government incentives for clean technology adoption are also encouraging industries to switch to green hydrogen solutions. This pattern emphasizes how crucial industrial applications are becoming to market growth.
During the forecast period, the Europe region is expected to hold the largest market share due to its strong commitment to becoming carbon neutral by 2050. This leadership is demonstrated by the European Union's large investments in green hydrogen infrastructure and renewable energy initiatives. Initiatives to use PEM electrolyzers in transportation networks and industrial processes are being led by nations like France and Germany. Additionally, encouraging laws like tax breaks and subsidies fosters an atmosphere that is conducive to market expansion in this area.
Over the forecast period, the Asia Pacific region is anticipated to exhibit the highest CAGR because of increased investments in renewable energy and growing demand for green hydrogen across end-use industries, including power generation and transportation. Leading this expansion are nations like China, South Korea, Japan, and India, which are putting ambitious hydrogen plans into action with the help of public-private partnerships. Furthermore, the growing use of fuel cell cars in this area is driving up demand for PEM electrolyzers.
Key players in the market
Some of the key players in PEM Electrolyzer Market include Plug Power Inc., Nel ASA, Cummins Inc., ITM Power PLC, Hitachi Zosen Corporation, Elogen, Siemens Energy AG, Ningbo Vet Energy Technology Co., Ltd., Ohmium International, Inc., Hystar, H-TEC SYSTEMS GmbH, Bloom Energy Corporation, McPhy Energy S.A., Giner Inc., Areva H2Gen, Thyssenkrupp Nucera, and Proton On-Site.
In January 2025, Plug Power Inc., a global leader in comprehensive hydrogen solutions for the green hydrogen economy, today announced a landmark purchase agreement with Allied Green Ammonia (AGA). This agreement will see Plug supplying an impressive three gigawatts (GW) of electrolyzer capacity to AGA's state-of-the-art green hydrogen-to-ammonia plant, currently under development in Australia. In a significant step towards a clean energy future, AGA will install a 4.5 GW solar plant to power the Plug electrolyzers with zero emission clean electricity. The green hydrogen produced will be used to make green ammonia. With the agreement now signed and sealed, Plug will develop a Basic Engineering and Design Package (BEDP), providing crucial technical details and engineering specifications to attract investors and finalize financing.
In October 2024, Nel's expanded and automated PEM manufacturing facility in Wallingford, Connecticut, was officially opened by Senator Richard Blumenthal. The new facility will have the capacity to produce 10 times as many PEM electrolysers at 30% lower cost than the old factory.
In May 2024, Nel Hydrogen Electrolyser AS, a fully owned subsidiary of Nel ASA has entered into a technology licensing agreement with Reliance Industries Limited (RIL). The agreement provides RIL with an exclusive license for Nel's alkaline electrolysers in India and also allows RIL to manufacture Nel's alkaline electrolysers for captive purposes globally.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.