膜电极组件市场－全球产业规模、份额、趋势、机会和预测，按组件、应用、类型、地区和竞争格局划分，2021-2031年预测

全球膜电极组件市场规模将从2025年的96.8亿美元成长到2031年的269.7亿美元，复合年增长率达18.62%。膜电极组件是燃料电池和电解槽中的关键电化学组件，它由位于催化剂层和气体扩散层之间的聚合物电解质膜组成，用于促进离子传输和电子流动。

主要市场驱动因素

全球绿色氢气生产基础设施的不断扩展是全球膜电极组件市场的主要推动力。随着质子交换膜（PEM）电解槽的广泛应用，对能够实现高效水电解的膜组件的需求也大幅成长。

主要市场挑战

全球膜电极组件市场的发展受到铂族金属（PGM）的严重限制，尤其是铂和铱，它们是驱动电化学反应的催化剂层所必需的。这些稀土金属占整个电堆成本的很大一部分，构成了一个难以逾越的价格底线，儘管生产效率有所提高，製造商仍难以降低这些金属的成本。

主要市场趋势

随着生产商将生产规模扩大到吉瓦级，采用连续卷对捲製造流程变得至关重要。製造商正在转向自动化生产线，以降低单位成本并提高产品一致性，从而放弃大量生产以满足工业需求。

目录

第一章：产品概述

第二章：研究方法

第三章：执行概要

第四章：顾客之声

第五章：全球膜电极组件市场展望

• 市场规模及预测
  • 按价值
• 市占率及预测
  • 依组件分类（膜、气体扩散层、垫片、其他）
  • 依应用领域（质子交换膜燃料电池（PEMFC）、直接甲醇燃料电池（DMFC）、电解槽、其他）
  • 按类型（3层MEA、5层MEA、其他）
  • 按地区
  • 按公司（2025 年）
• 市场地图

第六章：北美膜电极组件市场展望

• 市场规模及预测
• 市占率及预测
• 北美洲：国家分析
  • 美国
  • 加拿大
  • 墨西哥

第七章：欧洲膜电极组件市场展望

• 市场规模及预测
• 市占率及预测
• 欧洲：国家分析
  • 德国
  • 法国
  • 英国
  • 义大利
  • 西班牙

第八章：亚太地区膜电极组件市场展望

• 市场规模及预测
• 市占率及预测
• 亚太地区：国家分析
  • 中国
  • 印度
  • 日本
  • 韩国
  • 澳洲

第九章：中东和非洲膜电极组件市场展望

• 市场规模及预测
• 市占率及预测
• 中东和非洲：国家分析
  • 沙乌地阿拉伯
  • 阿联酋
  • 南非

第十章：南美洲膜电极组件市场展望

• 市场规模及预测
• 市占率及预测
• 南美洲：国家分析
  • 巴西
  • 哥伦比亚
  • 阿根廷

第十一章：市场动态

• 司机
• 挑战

第十二章：市场趋势与发展

• 併购
• 产品发布
• 最新进展

第十三章：全球膜电极组件市场：SWOT分析

第十四章：波特五力分析

• 产业竞争
• 新进入者的潜力
• 供应商议价能力
• 顾客的力量
• 替代产品的威胁

第十五章：竞争格局

• Ballard Power Systems Inc.
• Johnson Matthey Plc
• Danish Power Systems A/S
• BASF SE
• WL Gore & Associates, Inc.
• Giner Inc.
• FuelCellsEtc Inc.
• IRD Fuel Cells A/S
• Greenerity GmbH
• Plug Power Inc.

第十六章：策略建议

第17章调查会社について・免责事项

The Global Membrane Electrode Assembly Market will grow from USD 9.68 Billion in 2025 to USD 26.97 Billion by 2031 at a 18.62% CAGR. The Membrane Electrode Assembly is the critical electrochemical component within fuel cells and electrolyzers, comprising a polymer electrolyte membrane positioned between catalyst and gas diffusion layers to facilitate ion transport and electron flow.

Key Market Drivers

The expanding global green hydrogen production infrastructure is a primary catalyst for the Global Membrane Electrode Assembly Market. As the deployment of Proton Exchange Membrane (PEM) electrolyzers surges, there is a substantial requirement for the membrane assemblies that enable efficient water electrolysis. This infrastructure growth is transitioning from pilot projects to gigawatt-scale implementation, directly necessitating high volumes of durable components to facilitate ion transport within these systems.

Key Market Challenges

The Global Membrane Electrode Assembly Market is significantly impeded by its dependency on platinum group metals (PGMs), particularly platinum and iridium, which are essential for the catalyst layers that drive electrochemical reactions. These rare earth metals represent a substantial portion of the total stack cost, creating a rigid price floor that manufacturers struggle to lower despite improvements in manufacturing efficiency. This heavy reliance on expensive raw materials introduces severe supply chain vulnerabilities and price volatility, making it difficult for fuel cell and electrolyzer manufacturers to achieve the cost reductions necessary to compete directly with combustion engines and fossil fuel-based industrial processes.

Key Market Trends

The Adoption of Continuous Roll-to-Roll Manufacturing Processes is becoming critical as producers scale to gigawatt-level facilities. Manufacturers are shifting to automated lines that lower unit costs and enhance consistency, abandoning batch-based fabrication to meet industrial demand. This industrialization is exemplified by capacity expansions for the heavy-duty sector.

Key Market Players

• Ballard Power Systems Inc.
• Johnson Matthey Plc
• Danish Power Systems A/S
• BASF SE
• W.L. Gore & Associates, Inc.
• Giner Inc.
• FuelCellsEtc Inc.
• IRD Fuel Cells A/S
• Greenerity GmbH
• Plug Power Inc.

Report Scope:

In this report, the Global Membrane Electrode Assembly Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Membrane Electrode Assembly Market, By Component:

• Membranes
• Gas Diffusion Layers
• Gaskets
• Others

Membrane Electrode Assembly Market, By Application:

• Proton Exchange Membrane Fuel Cells (PEMFC)
• Direct Methanol Fuel Cells (DMFC)
• Electrolyzers
• Others

Membrane Electrode Assembly Market, By Type:

• 3-Layer MEA
• 5-Layer MEA
• Others

Membrane Electrode Assembly Market, By Region:

• North America
• United States
• Canada
• Mexico
• Europe
• France
• United Kingdom
• Italy
• Germany
• Spain
• Asia Pacific
• China
• India
• Japan
• Australia
• South Korea
• South America
• Brazil
• Argentina
• Colombia
• Middle East & Africa
• South Africa
• Saudi Arabia
• UAE

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global Membrane Electrode Assembly Market.

Available Customizations:

Global Membrane Electrode Assembly Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:

Company Information

• Detailed analysis and profiling of additional market players (up to five).

Table of Contents

1. Product Overview

• 1.1. Market Definition
• 1.2. Scope of the Market
  • 1.2.1. Markets Covered
  • 1.2.2. Years Considered for Study
  • 1.2.3. Key Market Segmentations

2. Research Methodology

• 2.1. Objective of the Study
• 2.2. Baseline Methodology
• 2.3. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, Trends

4. Voice of Customer

5. Global Membrane Electrode Assembly Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Component (Membranes, Gas Diffusion Layers, Gaskets, Others)
  • 5.2.2. By Application (Proton Exchange Membrane Fuel Cells (PEMFC), Direct Methanol Fuel Cells (DMFC), Electrolyzers, Others)
  • 5.2.3. By Type (3-Layer MEA, 5-Layer MEA, Others)
  • 5.2.4. By Region
  • 5.2.5. By Company (2025)
• 5.3. Market Map

6. North America Membrane Electrode Assembly Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Component
  • 6.2.2. By Application
  • 6.2.3. By Type
  • 6.2.4. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States Membrane Electrode Assembly Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Component
      • 6.3.1.2.2. By Application
      • 6.3.1.2.3. By Type
  • 6.3.2. Canada Membrane Electrode Assembly Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Component
      • 6.3.2.2.2. By Application
      • 6.3.2.2.3. By Type
  • 6.3.3. Mexico Membrane Electrode Assembly Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Component
      • 6.3.3.2.2. By Application
      • 6.3.3.2.3. By Type

7. Europe Membrane Electrode Assembly Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Component
  • 7.2.2. By Application
  • 7.2.3. By Type
  • 7.2.4. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany Membrane Electrode Assembly Market Outlook
    • 7.3.1.1. Market Size & Forecast
      • 7.3.1.1.1. By Value
    • 7.3.1.2. Market Share & Forecast
      • 7.3.1.2.1. By Component
      • 7.3.1.2.2. By Application
      • 7.3.1.2.3. By Type
  • 7.3.2. France Membrane Electrode Assembly Market Outlook
    • 7.3.2.1. Market Size & Forecast
      • 7.3.2.1.1. By Value
    • 7.3.2.2. Market Share & Forecast
      • 7.3.2.2.1. By Component
      • 7.3.2.2.2. By Application
      • 7.3.2.2.3. By Type
  • 7.3.3. United Kingdom Membrane Electrode Assembly Market Outlook
    • 7.3.3.1. Market Size & Forecast
      • 7.3.3.1.1. By Value
    • 7.3.3.2. Market Share & Forecast
      • 7.3.3.2.1. By Component
      • 7.3.3.2.2. By Application
      • 7.3.3.2.3. By Type
  • 7.3.4. Italy Membrane Electrode Assembly Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Component
      • 7.3.4.2.2. By Application
      • 7.3.4.2.3. By Type
  • 7.3.5. Spain Membrane Electrode Assembly Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Component
      • 7.3.5.2.2. By Application
      • 7.3.5.2.3. By Type

8. Asia Pacific Membrane Electrode Assembly Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Component
  • 8.2.2. By Application
  • 8.2.3. By Type
  • 8.2.4. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China Membrane Electrode Assembly Market Outlook
    • 8.3.1.1. Market Size & Forecast
      • 8.3.1.1.1. By Value
    • 8.3.1.2. Market Share & Forecast
      • 8.3.1.2.1. By Component
      • 8.3.1.2.2. By Application
      • 8.3.1.2.3. By Type
  • 8.3.2. India Membrane Electrode Assembly Market Outlook
    • 8.3.2.1. Market Size & Forecast
      • 8.3.2.1.1. By Value
    • 8.3.2.2. Market Share & Forecast
      • 8.3.2.2.1. By Component
      • 8.3.2.2.2. By Application
      • 8.3.2.2.3. By Type
  • 8.3.3. Japan Membrane Electrode Assembly Market Outlook
    • 8.3.3.1. Market Size & Forecast
      • 8.3.3.1.1. By Value
    • 8.3.3.2. Market Share & Forecast
      • 8.3.3.2.1. By Component
      • 8.3.3.2.2. By Application
      • 8.3.3.2.3. By Type
  • 8.3.4. South Korea Membrane Electrode Assembly Market Outlook
    • 8.3.4.1. Market Size & Forecast
      • 8.3.4.1.1. By Value
    • 8.3.4.2. Market Share & Forecast
      • 8.3.4.2.1. By Component
      • 8.3.4.2.2. By Application
      • 8.3.4.2.3. By Type
  • 8.3.5. Australia Membrane Electrode Assembly Market Outlook
    • 8.3.5.1. Market Size & Forecast
      • 8.3.5.1.1. By Value
    • 8.3.5.2. Market Share & Forecast
      • 8.3.5.2.1. By Component
      • 8.3.5.2.2. By Application
      • 8.3.5.2.3. By Type

9. Middle East & Africa Membrane Electrode Assembly Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Component
  • 9.2.2. By Application
  • 9.2.3. By Type
  • 9.2.4. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia Membrane Electrode Assembly Market Outlook
    • 9.3.1.1. Market Size & Forecast
      • 9.3.1.1.1. By Value
    • 9.3.1.2. Market Share & Forecast
      • 9.3.1.2.1. By Component
      • 9.3.1.2.2. By Application
      • 9.3.1.2.3. By Type
  • 9.3.2. UAE Membrane Electrode Assembly Market Outlook
    • 9.3.2.1. Market Size & Forecast
      • 9.3.2.1.1. By Value
    • 9.3.2.2. Market Share & Forecast
      • 9.3.2.2.1. By Component
      • 9.3.2.2.2. By Application
      • 9.3.2.2.3. By Type
  • 9.3.3. South Africa Membrane Electrode Assembly Market Outlook
    • 9.3.3.1. Market Size & Forecast
      • 9.3.3.1.1. By Value
    • 9.3.3.2. Market Share & Forecast
      • 9.3.3.2.1. By Component
      • 9.3.3.2.2. By Application
      • 9.3.3.2.3. By Type

10. South America Membrane Electrode Assembly Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Component
  • 10.2.2. By Application
  • 10.2.3. By Type
  • 10.2.4. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil Membrane Electrode Assembly Market Outlook
    • 10.3.1.1. Market Size & Forecast
      • 10.3.1.1.1. By Value
    • 10.3.1.2. Market Share & Forecast
      • 10.3.1.2.1. By Component
      • 10.3.1.2.2. By Application
      • 10.3.1.2.3. By Type
  • 10.3.2. Colombia Membrane Electrode Assembly Market Outlook
    • 10.3.2.1. Market Size & Forecast
      • 10.3.2.1.1. By Value
    • 10.3.2.2. Market Share & Forecast
      • 10.3.2.2.1. By Component
      • 10.3.2.2.2. By Application
      • 10.3.2.2.3. By Type
  • 10.3.3. Argentina Membrane Electrode Assembly Market Outlook
    • 10.3.3.1. Market Size & Forecast
      • 10.3.3.1.1. By Value
    • 10.3.3.2. Market Share & Forecast
      • 10.3.3.2.1. By Component
      • 10.3.3.2.2. By Application
      • 10.3.3.2.3. By Type

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends & Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Global Membrane Electrode Assembly Market: SWOT Analysis

14. Porter's Five Forces Analysis

• 14.1. Competition in the Industry
• 14.2. Potential of New Entrants
• 14.3. Power of Suppliers
• 14.4. Power of Customers
• 14.5. Threat of Substitute Products

15. Competitive Landscape

• 15.1. Ballard Power Systems Inc.
  • 15.1.1. Business Overview
  • 15.1.2. Products & Services
  • 15.1.3. Recent Developments
  • 15.1.4. Key Personnel
  • 15.1.5. SWOT Analysis
• 15.2. Johnson Matthey Plc
• 15.3. Danish Power Systems A/S
• 15.4. BASF SE
• 15.5. W.L. Gore & Associates, Inc.
• 15.6. Giner Inc.
• 15.7. FuelCellsEtc Inc.
• 15.8. IRD Fuel Cells A/S
• 15.9. Greenerity GmbH
• 15.10. Plug Power Inc.

16. Strategic Recommendations

17. About Us & Disclaimer