![]() |
市场调查报告书
商品编码
1766109
全球 SOFC(固体氧化物燃料电池)市场:2032 年预测 - 按类型、燃料类型、功率输出、组件、应用、最终用户和地区进行分析Solid Oxide Fuel Cell (SOFC) Market Forecasts to 2032 - Global Analysis By Type (Planar SOFC, Tubular SOFC, and Other Types), Fuel Type, Power Output, Component, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球 SOFC(固体氧化物燃料电池)市场预计在 2025 年达到 24.7 亿美元,预计到 2032 年将达到 182.3 亿美元,预测期内的复合年增长率为 33.0%。
SOFC(固体氧化物燃料电池)是一种电化学装置,透过燃料(通常是氢气或碳氢化合物)与氧气的化学反应来发电。 SOFC 在高温(通常为 600-1000°C)下工作,使用固体氧化物或陶瓷电解质传导氧离子。它们效率高、排放气体低、燃料灵活性强,是固定式发电、热电联产 (CHP) 系统和辅助电源应用的理想选择。
据印度电气电子工业协会(IEEMA)称,印度的能源发电能力预计将从2010年的200吉瓦扩大到2032年的800吉瓦以上,以满足日益增长的电力需求。
清洁能源需求不断成长
全球对永续能源来源的兴趣日益浓厚,大大推动了对固体氧化物燃料电池(SOFC) 的需求。这些燃料电池效率高、排放气体低,是环保应用的理想发电选择。为了实现环保目标,各国政府和各行各业都在投资寻找更清洁的石化燃料替代品。 SOFC 可以使用多种燃料,包括氢气和沼气,使其用途更加广泛。工业流程电气化的日益推进以及减少二氧化碳排放的力度不断加大,也进一步激发了人们对 SOFC 技术的兴趣。
启动时间长
该技术需要较高的动作温度才能达到最佳效能,从而导致启动延迟。这项限制可能会影响其在需要快速供电的应用(例如紧急系统或移动系统)中的使用。此外,重复的加热和冷却循环可能会降低组件的耐用性并缩短系统的使用寿命。此类运作限制需要精心的系统整合和规划。较长的启动时间限制了固态氧化物燃料电池 (SOFC) 在动态且快速变化的电力需求环境中的吸引力。
材料和製造工艺的进步
增强型电解质和互连材料正在提高电池的耐久性和低温性能。积层製造和自动化技术正在简化製造流程、降低成本并提高可扩展性。这些创新使固态氧化物燃料电池 (SOFC) 系统更加紧凑、可靠,从而拓展了住宅和便携式应用。产学合作正在加速下一代固态氧化物燃料电池 (SOFC) 技术的商业化。材料科学的进步正在为交通运输、资料中心和分散式能源等领域的整合创造新的机会。
商业发展有限
高昂的初始资本投入和缺乏标准化的基础设施,使得中小企业难以采用这项技术。此外,漫长的投资回收期也令那些寻求更快回报的相关人员望而却步。有限的营运案例降低了投资者对大规模部署的信心。监管的不确定性和能源技术的竞争也进一步阻碍了部署的步伐。在出现大规模成功案例之前,市场成长可能仍将局限于计划和先导计画。
COVID-19的影响
新冠疫情扰乱了供应链,延误了固体氧化物燃料电池(SOFC)计划的开发和设备交付。研发活动暂时停止,影响了产品测试和商业化进程。然而,这场危机也凸显了高弹性分散式电源解决方案的重要性。随着产业持续重组以提高效率并减少对集中式电网的依赖,人们对燃料电池技术的兴趣日益浓厚。疫情过后,经济向永续復苏的转变将持续为固态氧化物燃料电池市场扩张创造有利条件。
预计平面 SOFC 市场在预测期内将占据最大份额
由于全球对清洁高效能能源解决方案的需求不断增长,预计平面固体氧化物燃料电池 (SOFC) 将在预测期内占据最大的市场占有率。其扁平的层状结构具有高功率密度、高效的温度控管和扩充性等优势,适用于从住宅到工业的各种应用。政府对绿色技术的支持力度不断加大,材料科学的进步提升了其性能和耐用性,以及关键基础设施对可靠分布式发电的需求,进一步推动了平面固体氧化物燃料电池 (SOFC) 的普及。
预计商业领域在预测期内将以最高的复合年增长率成长。
由于商业建筑和资料中心对清洁稳定电力的需求不断增长,预计商业领域将在预测期内实现最高成长率。固态氧化物燃料电池 (SOFC) 系统提供不间断供电,排放极低,是注重永续性的企业的理想选择。其低噪音运作和模组化设计使其能够在城市环境中灵活部署。日益严格的环境法规和碳补偿目标正在鼓励企业投资更环保的能源系统。
在预测期内,由于清洁能源需求的不断增长以及政府为减少二氧化碳排放的严格法规,预计亚太地区将占据最大的市场占有率。有利的政府政策、补贴和奖励正在积极推动日本、韩国和中国等国家采用固体氧化物燃料电池 (SOFC)。此外,持续的技术进步提高了效率、耐用性和成本效益,以及对氢能基础设施的投资不断增加,这些都是市场的主要驱动力。
预计北美地区在预测期内将呈现最高的复合年增长率。这得归功于清洁能源需求的不断增长、严格的环境法规以及氢能基础设施投资的不断增加。固态氧化物燃料电池 (SOFC) 技术的进步、政府奖励以及分散式发电的日益普及也推动了这一成长。此外,工业和商业领域对脱碳和能源效率的追求也在推动市场扩张。
According to Stratistics MRC, the Global Solid Oxide Fuel Cell (SOFC) Market is accounted for $2.47 billion in 2025 and is expected to reach $18.23 billion by 2032 growing at a CAGR of 33.0% during the forecast period. A Solid Oxide Fuel Cell (SOFC) is an electrochemical device that generates electricity through the chemical reaction of a fuel, typically hydrogen or hydrocarbons, with oxygen. Operating at high temperatures (typically 600-1000°C), SOFCs use a solid oxide or ceramic electrolyte to conduct oxygen ions. They offer high efficiency, low emissions, and fuel flexibility, making them ideal for stationary power generation, combined heat and power (CHP) systems, and auxiliary power applications.
According to the Indian Electrical and Electronics Manufacturers' Association (IEEMA), India's energy generation capacity is predicted to expand from 200 GW in 2010 to more than 800 GW by 2032 to meet rising demand for power.
Rising demand for clean energy
The growing global emphasis on sustainable energy sources is significantly boosting demand for Solid Oxide Fuel Cells (SOFCs). These fuel cells offer high efficiency and low emissions, making them an ideal choice for power generation in eco-conscious applications. Governments and industries alike are investing in cleaner alternatives to fossil fuels to meet environmental targets. SOFCs can run on a variety of fuels, including hydrogen and biogas, enhancing their versatility. Increasing electrification of industrial processes and rising carbon reduction commitments are further propelling interest in SOFC technology.
Long start-up time
The technology requires high operating temperatures to achieve optimal performance, resulting in delayed activation. This limitation can impact use in applications requiring rapid power deployment, such as emergency or mobile systems. Additionally, repeated heating and cooling cycles can reduce component durability and system life span. These operational constraints necessitate careful system integration and planning. The extended start-up duration limits the appeal of SOFCs in dynamic or rapidly changing power demand environments.
Advancements in materials and manufacturing
Enhanced electrolyte and interconnect materials are improving cell durability and performance at lower temperatures. Additive manufacturing and automation are streamlining production processes, reducing costs and increasing scalability. These innovations are making SOFC systems more compact and reliable, expanding their application in residential and portable use cases. Collaborations between academia and industry are accelerating the commercialization of next-generation SOFC technologies. As materials science progresses, new opportunities for integration across sectors such as transportation, data centres, and distributed energy emerge.
Limited commercial deployments
High upfront capital investment and lack of standardized infrastructure make it difficult for smaller companies to adopt the technology. Moreover, the long return on investment period can deter stakeholders seeking quicker financial payback. Limited operational case studies reduce investor confidence in large-scale implementation. Regulatory uncertainties and competing energy technologies further challenge the pace of adoption. Until large-scale success stories materialize, market growth could remain constrained to niche or pilot projects.
Covid-19 Impact
The COVID-19 pandemic created supply chain disruptions that delayed SOFC project development and equipment delivery. R&D activities were temporarily halted, affecting timelines for product testing and commercialization. However, the crisis also underscored the importance of resilient and decentralized power solutions. As industries restructured for improved efficiency and reduced dependency on centralized grids, interest in fuel cell technologies. Post-pandemic, the shift toward sustainable recovery continues to create favourable conditions for SOFC market expansion.
The planar SOFC segment is expected to be the largest during the forecast period
The planar SOFC segment is expected to account for the largest market share during the forecast period, due to the increasing global demand for clean and efficient energy solutions. Their flat, layered structure offers advantages like high power density, efficient heat management, and scalability, making them suitable for diverse applications from residential to industrial. Growing government support for green technologies, advancements in material science improving performance and durability, and the need for reliable, decentralized power generation in critical infrastructure further propel planar SOFC adoption.
The commercial segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the commercial segment is predicted to witness the highest growth rate, due to the rising demand for clean and stable power across commercial buildings and data centres. SOFC systems offer uninterrupted power supply with minimal emissions, making them ideal for businesses prioritizing sustainability. Their low noise operation and modular design enable flexible deployment in urban environments. Increasing environmental regulations and carbon offset goals are prompting businesses to invest in greener energy systems.
During the forecast period, the Asia Pacific region is expected to hold the largest market share driven by increasing demand for clean energy and stringent government regulations to reduce carbon emissions. Favorable government policies, subsidies, and incentives in countries like Japan, South Korea, and China actively promote SOFC adoption. Furthermore, continuous technological advancements, improving efficiency, durability, and cost-effectiveness, coupled with growing investments in hydrogen infrastructure, are significant market propellers.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR, owing to growing demand for clean energy, stringent environmental regulations, and increased investment in hydrogen infrastructure. Advancements in SOFC technology, government incentives, and rising adoption in distributed power generation also fuel growth. Additionally, the push toward decarbonisation and energy efficiency in industrial and commercial sectors supports market expansion.
Key players in the market
Some of the key players profiled in the Solid Oxide Fuel Cell (SOFC) Market include Bloom Energy, Ceres Power Holdings Plc, Mitsubishi Power, Ltd., FuelCell Energy, Inc., Sunfire GmbH, Elcogen, Doosan Fuel Cell Co., Ltd., Aisin Corporation, Robert Bosch GmbH, Convion Ltd., KYOCERA Corporation, Watt Fuel Cell Corporation, Nexceris LLC, SOLIDpower, and Ningbo SOFCMAN Energy.
In May 2025, Kyocera Corporation has signed an agreement with TOPPAN Holdings Inc. to supply TOPPAN sites with renewable electricity derived from non-FIT (feed-in tariff) solar power systems. This agreement represents the first time Kyocera will supply non-FIT solar power to a significant energy consumer outside of Kyocera's own operations.
In April 2025, Bloom Energy and Conagra Brands, Inc. announced they will collaborate to utilize Bloom's fuel cell technology at Conagra's Troy and Archbold, Ohio production facilities. The 15-year PPA (power purchase agreement) will deploy approximately six megawatts and provide combustion-free electricity generation, supplying approximately 70% to 75% of the electricity needs at the Troy and Archbold facilities, while also projecting a 19% decrease in their greenhouse gas emissions.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.