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市场调查报告书
商品编码
1833529
2032 年太阳能製氢市场预测:按组件、系统整合、产能、部署模型、生产方法、技术、最终用户和地区进行的全球分析Solar-to-Hydrogen Conversion Market Forecasts to 2032 - Global Analysis By Component (Photovoltaic Cells and Electrolyzer Systems), System Integration, Capacity, Deployment Model, Production Method, Technology, End User and By Geography |
根据 Stratistics MRC 的数据,全球太阳能到氢能转换市场预计在 2025 年将达到 1,908 万美元,到 2032 年将达到 3,720 万美元,预测期内的复合年增长率为 11.8%。
太阳能製氢是一种清洁能源过程,利用太阳能透过光电化学水分解和太阳能热电解等方法生产氢燃料。它能够实现永续氢气,不会产生二氧化碳排放,并支援储能、燃料电池和工业应用。该技术将太阳能电池板或太阳能反应器与电解槽相结合,将水分子分解成氢气和氧气,为交通运输、製造业和电力行业的脱碳提供了途径。
据弗劳恩霍夫太阳能研究所主导的联盟称,新型钙钛矿-硅串联太阳能电池是专门为整合光电化学 (PEC) 系统开发的。
扩大全球可再生能源的采用
随着各行各业和政府日益寻求低碳替代能源,全球可再生能源的日益普及正在推动太阳能製氢市场的发展。日益增长的环境问题和对净零排放目标的承诺正在推动对太阳能氢气系统的投资。将太阳能与电解槽结合,可以实现更清洁、更分散的能源解决方案。此外,可再生能源部署的奖励和太阳能技术成本的下降也进一步推动了市场成长,使太阳能氢气系统成为全球绿色氢能生态系统的重要组成部分。
大型基础设施有限
大规模太阳能製氢基础设施的匮乏严重限制了市场扩张。现有的电解槽和储存设施通常不足以支持工业规模的氢气生产。此外,与电网的整合需要大量的投资和规划。运输、储存和加氢系统尚不成熟,进一步限制了其应用。因此,儘管技术上存在可行性,但基础设施方面的限制仍然阻碍着大规模部署,尤其是在可再生能源网路欠发达的地区。
扩大工业氢气的使用
不断扩大的工业氢能应用为太阳能製氢市场带来了丰厚的成长机会。钢铁、化学製造和氨生产等产业日益重视绿色氢能,以减少二氧化碳排放。太阳能製氢系统提供了一种局部的可再生解决方案,可减少对石化燃料的依赖。此外,将太阳能氢气技术应用于能源密集型产业,使企业能够在保持营运效率的同时实现永续性目标。不断增长的工业需求加上扶持政策,将为该市场带来长期扩张。
区域监管不确定性
不同地区监管的不确定性对太阳能-氢能转换市场构成了重大威胁。政府奖励、补贴和安全标准的差异使计划规划和投资变得复杂。此外,缺乏统一的氢气生产和储存认证框架可能会延迟商业化进程。政策变革和立法延迟可能会降低投资者信心,并减缓新的太阳能-氢能联合发电设施的部署。这种不确定性凸显了市场对一致且支持性的法规环境的依赖,以实现永续成长和应用。
新冠疫情扰乱了太阳能板、电解槽和储氢系统的供应链,导致全球计划进度延误。停工和出行限制推迟了太阳能製氢工厂的安装和试运行。由于製造业活动减少,工业需求暂时下降,影响了短期收益。然而,针对可再生能源的经济奖励策略和復苏计画重振了对绿色氢能基础设施的投资。整体而言,虽然新冠疫情造成了暂时的挫折,但也强化了分散式可再生能源解决方案(包括太阳能製氢系统)的战略重要性。
太阳能电池产业预计将成为预测期内最大的产业
预计太阳能电池领域将在预测期内占据最大的市场份额,因为其在将太阳能转化为电能用于氢气生产方面具有效率、扩充性和成本效益。在阳光充足的地区,高采用率支持大规模太阳能製氢系统。双面电池和串联电池等光伏技术的进步促进了能量捕获及其与电解槽的整合。该行业受益于对太阳能发电厂的持续投资以及鼓励清洁氢气生产的可再生能源政策。
分散式系统部分预计将在预测期内以最高的复合年增长率成长
预计分散式系统细分市场将在预测期内实现最高成长率,这得益于对分散式和在局部氢气需求的不断增长。分散式太阳能製氢系统使工业、偏远地区和微电网能够就地生产清洁氢气,从而降低运输成本并减少对集中式工厂的依赖。灵活性、扩充性以及与可再生能源整合的可能性正在推动其应用。人们对能源自给自足解决方案的兴趣日益浓厚,尤其是在偏远和无电地区,这增强了该细分市场的成长前景。
预计亚太地区将在预测期内占据最大的市场份额,这得益于充足的太阳能产能、不断增长的工业氢能需求以及有利的政府政策。中国、日本、印度和韩国等国家正大力投资太阳能氢气计划,以实现其可再生能源目标。製造地的存在和充足的太阳照度增加了部署的潜力。此外,该地区在工业和电力行业脱碳方面的努力进一步巩固了亚太地区在该市场的主导地位。
在预测期内,北美预计将凭藉技术创新、支援性清洁能源政策和强劲的研发投入,实现最高的复合年增长率。美国和加拿大正在积极推动绿色氢能生产,透过工业和交通运输应用的太阳能氢气计划。高效能太阳能光电系统、电解槽和储能技术的进步将促进大规模部署。此外,强有力的政府奖励和私人投资正在加速该技术的采用,使北美成为太阳能製氢的关键成长热点。
According to Stratistics MRC, the Global Solar-to-Hydrogen Conversion Market is accounted for $19.08 million in 2025 and is expected to reach $37.2 million by 2032 growing at a CAGR of 11.8% during the forecast period. Solar-to-hydrogen conversion is a clean energy process that utilizes solar power to produce hydrogen fuel through methods such as photoelectrochemical water splitting or solar-powered electrolysis. It enables sustainable hydrogen generation without carbon emissions, supporting energy storage, fuel cells, and industrial applications. This technology integrates solar panels or solar reactors with electrolyzers to split water molecules into hydrogen and oxygen and it offers a pathway to decarbonize transportation, manufacturing, and power sectors.
According to a consortium led by Fraunhofer ISE, new perovskite-silicon tandem solar cells are being specifically developed for integrated photoelectrochemical (PEC) systems.
Growing renewable energy adoption globally
The growing adoption of renewable energy sources worldwide is driving the solar-to-hydrogen conversion market, as industries and governments increasingly seek low-carbon alternatives. Rising environmental concerns and commitments to net-zero targets are encouraging investment in solar-powered hydrogen production systems. The integration of solar energy with electrolyzers enables cleaner, decentralized energy solutions. Additionally, incentives for renewable energy deployment and declining solar technology costs are further fueling market growth, positioning solar-to-hydrogen as a critical component of the global green hydrogen ecosystem.
Limited large-scale infrastructure availability
Limited infrastructure for large-scale solar-to-hydrogen conversion poses a significant restraint on market expansion. Existing electrolyzer and storage facilities are often insufficient to support industrial-scale hydrogen production. Furthermore, integration with power grids and distribution networks requires substantial investment and planning. The lack of mature transport, storage, and refueling systems further constrains adoption. Consequently, while technological feasibility exists, infrastructure limitations continue to impede large-scale deployment, particularly in regions with underdeveloped renewable energy networks.
Expansion in industrial hydrogen applications
Expansion in industrial hydrogen applications presents a lucrative growth opportunity for the solar-to-hydrogen market. Sectors such as steel, chemical manufacturing, and ammonia production increasingly seek green hydrogen to reduce carbon emissions. Solar-to-hydrogen systems offer localized, renewable solutions that mitigate dependency on fossil fuels. Additionally, the integration of solar hydrogen into energy-intensive industries allows companies to meet sustainability goals while maintaining operational efficiency. Growing industrial demand, coupled with supportive policies, positions this market for long-term expansion.
Regulatory uncertainty across regions
Regulatory uncertainty across regions poses a significant threat to the solar-to-hydrogen conversion market. Variability in government incentives, subsidies, and safety standards complicates project planning and investment. Additionally, lack of harmonized certification frameworks for hydrogen production and storage can delay commercialization. Policy shifts or delays in legislation may reduce investor confidence and slow deployment of new solar-to-hydrogen facilities. Such uncertainties highlight the market's dependence on consistent, supportive regulatory environments for sustainable growth and adoption.
The Covid-19 pandemic disrupted supply chains for solar panels, electrolyzers, and hydrogen storage systems, slowing project timelines globally. Lockdowns and restricted mobility delayed installation and commissioning of solar-to-hydrogen plants. Industrial demand temporarily declined due to reduced manufacturing activity, affecting short-term revenue. However, stimulus measures and recovery packages targeting renewable energy revitalized investment in green hydrogen infrastructure. Overall, while Covid-19 caused temporary setbacks, it also reinforced the strategic importance of decentralized renewable energy solutions, including solar-to-hydrogen systems.
The photovoltaic cells segment is expected to be the largest during the forecast period
The photovoltaic cells segment is expected to account for the largest market share during the forecast period, esulting from their efficiency, scalability, and cost-effectiveness in converting solar energy into electricity for hydrogen production. High adoption rates are observed in regions with abundant sunlight, supporting large-scale solar-to-hydrogen systems. Advances in PV technologies, such as bifacial and tandem cells, enhance energy capture and integration with electrolyzers. This segment benefits from ongoing investments in solar farms and renewable energy policies that encourage clean hydrogen production.
The distributed systems segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the distributed systems segment is predicted to witness the highest growth rate, propelled by the rising need for decentralized and localized hydrogen generation. Distributed solar-to-hydrogen systems enable industrial parks, remote facilities, and microgrids to produce clean hydrogen on-site, reducing transportation costs and dependency on centralized plants. The flexibility, scalability, and integration potential with renewable energy sources drive adoption. Increasing interest in self-sufficient energy solutions, particularly in remote or off-grid areas, fuels strong growth prospects for this segment.
During the forecast period, the Asia Pacific region is expected to hold the largest market share, attributed to substantial solar energy capacity, growing industrial hydrogen demand, and favorable government policies. Countries such as China, Japan, India, and South Korea are investing heavily in solar-to-hydrogen projects to meet renewable energy targets. The presence of manufacturing hubs and abundant solar irradiance enhances deployment potential. Moreover, regional initiatives to decarbonize industry and power sectors further reinforce Asia Pacific's dominance in this market.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR associated with technological innovations, supportive clean energy policies, and substantial R&D investment. The U.S. and Canada are actively promoting green hydrogen production through solar-to-hydrogen projects for industrial and transport applications. Advancements in high-efficiency photovoltaic systems, electrolyzers, and storage technologies facilitate scalable deployment. Additionally, strong government incentives and private-sector investments are accelerating adoption, making North America a key growth hotspot for solar-to-hydrogen conversion.
Key players in the market
Some of the key players in Solar-to-Hydrogen Conversion Market include SunHydrogen Inc., Enapter AG, Suzhou GH New Energy Co. Ltd., Flux50, Schmid Group, Proton OnSite, Nel ASA, Sunfire GmbH, Siemens Energy AG, Toshiba Energy Systems & Solutions Corporation, Linde plc, Cummins Inc., H&R Olwerke Schindler GmbH, Wind to Gas Energy GmbH & Co. KG, Air Liquide S.A., Air Products and Chemicals, Inc., and AMEA Power.
In July 2025, Enapter AG announced the commissioning of its first mass production facility, the Enapter Campus in Germany, to scale up the manufacturing of its standardized AEM electrolyser modules for green hydrogen production.
In June 2025, SunHydrogen Inc. unveiled a significant breakthrough in its nanoparticle-based green hydrogen technology, achieving a new milestone in solar-to-hydrogen conversion efficiency during extended durability testing.
In May 2025, Nel ASA launched its new, high-capacity PEM electrolyser, the "Nel Mega," designed for large-scale industrial and power plant applications, boasting enhanced efficiency and lower levelized cost of hydrogen (LCOH).
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.