封面
市场调查报告书
商品编码
1968444

航太与国防燃料电池市场-全球产业规模、份额、趋势、机会、预测:按类型、应用、地区和竞争格局划分,2021-2031年

Fuel Cells in Aerospace and Defense Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Type, By Application, By Region & Competition, 2021-2031F

出版日期: | 出版商: TechSci Research | 英文 186 Pages | 商品交期: 2-3个工作天内

价格

We offer 8 hour analyst time for an additional research. Please contact us for the details.

简介目录

全球航太和国防领域的燃料电池市场预计将从 2025 年的 23.4 亿美元成长到 2031 年的 57.7 亿美元,复合年增长率为 16.23%。

这些电化学装置能够有效率地将氢的化学能转化为电能,目前正被用作无人机、辅助动力装置和推进系统的动力来源。推动这一市场成长的因素包括:为实现国际净零排放目标而迫切需要低排放技术,以及军方对比传统电池更安静、更持久的军用电源解决方案的需求。国际航空运输协会(IATA)在其净零排放技术情境预测中指出,到2050年,氢动力飞机可能占全球商用飞机机队的18%。

市场概览
预测期 2027-2031
市场规模:2025年 23.4亿美元
市场规模:2031年 57.7亿美元
复合年增长率:2026-2031年 16.23%
成长最快的细分市场 固体氧化物燃料电池
最大的市场 北美洲

儘管存在这些有利因素,但由于氢能基础设施尚不成熟,市场仍面临许多挑战。国防设施和机场缺乏用于氢气生产、储存和加註的全球一体化网络,造成了物流瓶颈。这项缺陷可能会显着减缓燃料电池技术在整个产业的扩充性和营运整合,进而阻碍该产业支持其广泛应用的能力。

市场驱动因素

严格的环境法规和强制性脱碳是推动燃料电池在航太领域应用的主要动力。随着航空航太业致力于实现国际净零排放目标,製造商正转向氢动力推进系统以实现飞行脱碳,而这需要电池电力系统无法达到的能量密度。公共投资进一步推动了这项转型。例如,英国政府在2024年拨款1.03亿英镑用于绿色航太计划,其中包括零排放氢动力飞行技术。此类支援对于按计画推进研发至关重要,因为空中巴士在2024年2月的新加坡航展上重申了其在2035年前推出全球首架氢动力商用飞机的目标。

第二个关键驱动因素是对远程无人驾驶航空器系统(UAS)日益增长的需求,尤其是在国防领域。军方需要低热讯号和静音运作的动力来源,以维持长时间的监视任务,避免因频繁充电锂离子电池而造成的停机时间。燃料电池具有高能量密度,能够显着延长战术行动中的飞行时间。 2024年6月,智慧能源公司(Intelligent Energy)报告称,其采用氢燃料电池的「格里芬」(Griffon)无人机实现了三小时的飞行时间,凸显了燃料电池的这一优势。这项性能远超标准电池供电系统,并正在推动燃料电池快速整合到下一代国防飞机机队。

市场挑战

氢能基础设施的不完善严重阻碍了燃料电池市场在航太和国防领域的扩张。与拥有成熟全球分销网络的传统航空燃料不同,氢气的生产、液化和高压加註需要专门的设施,而这些设施目前供应短缺。基础设施的匮乏限制了氢动力飞机的运作柔软性,使其只能执行特定的示范航线和短程航线,而无法满足国防物流和商业运输所需的全球机动性需求。

这种物流缺口为考虑采用燃料电池技术的相关人员带来了相当大的财务不确定性。根据氢能委员会2024年的数据,已发表的可再生氢气生产计划仅有约7%进入最终投资决策(FID)阶段,显示实际基础建设远落后于市场预期。这种缓慢的基础设施进度迫使製造商和营运商推迟燃料电池系统的部署,因为他们无法依靠稳定的燃料供应网路来支援日常和广泛的运作。

市场趋势

液氢储存技术的发展正成为克服气态燃料储存体积限制、实现远距航空的关键趋势。製造商正致力于研发低温系统,以显着提高燃料能量密度,这动力来源大型商用飞机的动力系统至关重要。空中巴士在2025年3月高峰会的新闻稿中发布了其下一代概念飞机,凸显了这项技术变革。该飞机采用双液氢储槽为四台2兆瓦燃料电池引擎供能的设计,直接解决了零排放飞行面临的挑战。

同时,随着国防机构寻求轻量化、高能量密度的电源,携带式和穿戴式燃料电池在士兵现代化专案中的应用正在加速推进。这些系统取代了笨重的电池组,为先进的战术装备提供支持,并延长了部队在偏远环境下的作战自主性。采购数据也反映了这项技术的快速市场渗透。 SFC Energy在2025年2月发布的报告显示,其在国防和公共安全领域的销售额年增约60%。这主要归功于步兵对燃料电池作为动力来源的依赖性日益增强。

目录

第一章概述

第二章:调查方法

第三章执行摘要

第四章:客户心声

第五章:全球航太与国防燃料电池市场展望

  • 市场规模及预测
    • 按金额
  • 市占率及预测
    • 按类型(质子交换膜燃料电池、固体氧化物燃料电池)
    • 依应用领域(民航机、旋翼飞机、其他)
    • 按地区
    • 按公司(2025 年)
  • 市场地图

第六章:北美航太与国防燃料电池市场展望

  • 市场规模及预测
  • 市占率及预测
  • 北美洲:国别分析
    • 我们
    • 加拿大
    • 墨西哥

第七章:欧洲航太和国防领域燃料电池市场展望

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

第八章:亚太地区航太与国防燃料电池市场展望

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

第九章:中东与非洲航太与国防燃料电池市场展望

  • 市场规模及预测
  • 市占率及预测
  • 中东与非洲:国别分析
    • 沙乌地阿拉伯
    • 阿拉伯聯合大公国
    • 南非

第十章:南美航太与国防燃料电池市场展望

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

第十一章 市场动态

  • 促进因素
  • 任务

第十二章 市场趋势与发展

  • 併购
  • 产品发布
  • 近期趋势

第十三章:全球航太与国防燃料电池市场:SWOT分析

第十四章:波特五力分析

  • 产业竞争
  • 新进入者的潜力
  • 供应商的议价能力
  • 顾客权力
  • 替代品的威胁

第十五章 竞争格局

  • Advent Technologies
  • Australian Fuel Cells Pty Ltd
  • Cummins Inc
  • ElringKlinger AG
  • Gen Cell Ltd
  • Honeywell International Inc.
  • Infinity Fuel Cell and Hydrogen, Inc
  • Intelligent Energy Limited
  • Plug Power Inc.
  • MTU Aero Engines AG

第十六章 策略建议

第十七章:关于研究公司及免责声明

简介目录
Product Code: 27358

The Global Fuel Cells in Aerospace and Defense Market is projected to expand from USD 2.34 Billion in 2025 to USD 5.77 Billion by 2031, registering a CAGR of 16.23%. These electrochemical devices, which efficiently convert chemical energy from hydrogen into electricity, are utilized to power unmanned aerial vehicles, auxiliary power units, and propulsion systems. The market is driven by the urgent requirement for low-emission technologies to achieve international net-zero goals and the military necessity for silent, long-endurance power solutions that outperform conventional batteries. According to the International Air Transport Association, hydrogen-powered aircraft could potentially account for 18% of the global commercial fleet by 2050 under their net-zero technology scenarios.

Market Overview
Forecast Period2027-2031
Market Size 2025USD 2.34 Billion
Market Size 2031USD 5.77 Billion
CAGR 2026-203116.23%
Fastest Growing SegmentSolid Oxide Fuel Cell
Largest MarketNorth America

Despite these favorable drivers, the market encounters a major obstacle due to the immaturity of hydrogen infrastructure. The lack of a cohesive global network for the production, storage, and refueling of hydrogen at defense installations and airports creates a logistical bottleneck. This deficiency threatens to significantly delay the scalability and operational integration of fuel cell technologies throughout the sector, hindering the industry's ability to support widespread adoption.

Market Driver

The enforcement of strict environmental regulations and decarbonization mandates acts as the primary catalyst for the adoption of fuel cells in the aerospace sector. As the industry strives to meet international net-zero targets, manufacturers are shifting toward hydrogen propulsion to decarbonize flights that require energy densities beyond the reach of battery-electric systems. This transition is bolstered by significant public investment; for example, the UK Government awarded £103 million in 2024 for green aerospace projects, including zero-emission hydrogen flight technologies. Such support is essential for adherence to development timelines, as evidenced by Airbus reaffirming its goal at the February 2024 Singapore Airshow to introduce the world's first hydrogen-powered commercial aircraft by 2035.

A second critical driver is the rising demand for long-endurance Unmanned Aerial Systems (UAS), particularly within the defense landscape. Military operators require power sources with low thermal signatures and silent operation to sustain extended surveillance missions without the frequent downtime associated with recharging lithium-ion batteries. Fuel cells offer the high energy density necessary to drastically extend flight durations for tactical operations. This capability was highlighted in June 2024 by Intelligent Energy, which reported that its hydrogen fuel cell-powered 'Gryphon' drone achieved a flight endurance of 3 hours, significantly outperforming standard battery-operated systems and driving rapid integration into next-generation defense fleets.

Market Challenge

The underdeveloped state of hydrogen infrastructure represents a significant barrier to the expansion of the fuel cell market within the aerospace and defense sectors. Unlike conventional aviation fuel, which benefits from a fully established global distribution network, hydrogen demands specialized facilities for production, liquefaction, and high-pressure refueling that are currently scarce. This lack of infrastructure restricts the operational flexibility of hydrogen-powered aircraft, effectively limiting them to specific demonstration routes or short-range loops rather than facilitating the global mobility essential for defense logistics and commercial transport.

This logistical gap generates considerable financial uncertainty for stakeholders evaluating the adoption of fuel cell technology. According to data from the Hydrogen Council in 2024, only about 7% of announced renewable hydrogen capacity projects had progressed to the Final Investment Decision stage, suggesting that actual infrastructure deployment is lagging significantly behind market announcements. This slow pace of physical capital development compels manufacturers and operators to postpone the integration of fuel cell systems, as they cannot depend on a consistent fuel supply chain to support routine, widespread operations.

Market Trends

The development of liquid hydrogen storage technologies is becoming a pivotal trend to enable long-range aviation by overcoming the volumetric limitations of gaseous storage. Manufacturers are focusing on cryogenic systems that substantially increase fuel energy density, which is vital for powering larger commercial aircraft architectures. This technological shift was emphasized when Airbus, in a press release regarding its March 2025 Summit, unveiled a next-generation concept aircraft featuring two liquid hydrogen tanks supplying four 2-megawatt fuel cell engines, directly addressing the constraints of zero-emission flight.

Concurrently, the deployment of portable and wearable fuel cells for soldier modernization programs is gaining momentum as defense agencies seek lightweight, energy-dense power sources. These systems are replacing heavy battery packs to support advanced tactical equipment and provide extended operational autonomy in remote environments. The rapid market uptake of this technology is reflected in procurement data; SFC Energy reported in February 2025 that its defense and public security segment achieved a sales increase of approximately 60% compared to the previous year, driven by the increasing reliance on fuel cells for dismounted soldier power.

Key Market Players

  • Advent Technologies
  • Australian Fuel Cells Pty Ltd
  • Cummins Inc
  • ElringKlinger AG
  • Gen Cell Ltd
  • Honeywell International Inc.
  • Infinity Fuel Cell and Hydrogen, Inc
  • Intelligent Energy Limited
  • Plug Power Inc.
  • MTU Aero Engines AG

Report Scope

In this report, the Global Fuel Cells in Aerospace and Defense Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

Fuel Cells in Aerospace and Defense Market, By Type

  • Proton Exchange Membrane Fuel Cell
  • Solid Oxide Fuel Cell

Fuel Cells in Aerospace and Defense Market, By Application

  • Commercial Aircraft
  • Rotorcrafts
  • Others

Fuel Cells in Aerospace and Defense 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 Fuel Cells in Aerospace and Defense Market.

Available Customizations:

Global Fuel Cells in Aerospace and Defense 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 Fuel Cells in Aerospace and Defense Market Outlook

  • 5.1. Market Size & Forecast
    • 5.1.1. By Value
  • 5.2. Market Share & Forecast
    • 5.2.1. By Type (Proton Exchange Membrane Fuel Cell, Solid Oxide Fuel Cell)
    • 5.2.2. By Application (Commercial Aircraft, Rotorcrafts, Others)
    • 5.2.3. By Region
    • 5.2.4. By Company (2025)
  • 5.3. Market Map

6. North America Fuel Cells in Aerospace and Defense Market Outlook

  • 6.1. Market Size & Forecast
    • 6.1.1. By Value
  • 6.2. Market Share & Forecast
    • 6.2.1. By Type
    • 6.2.2. By Application
    • 6.2.3. By Country
  • 6.3. North America: Country Analysis
    • 6.3.1. United States Fuel Cells in Aerospace and Defense 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 Type
        • 6.3.1.2.2. By Application
    • 6.3.2. Canada Fuel Cells in Aerospace and Defense 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 Type
        • 6.3.2.2.2. By Application
    • 6.3.3. Mexico Fuel Cells in Aerospace and Defense 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 Type
        • 6.3.3.2.2. By Application

7. Europe Fuel Cells in Aerospace and Defense Market Outlook

  • 7.1. Market Size & Forecast
    • 7.1.1. By Value
  • 7.2. Market Share & Forecast
    • 7.2.1. By Type
    • 7.2.2. By Application
    • 7.2.3. By Country
  • 7.3. Europe: Country Analysis
    • 7.3.1. Germany Fuel Cells in Aerospace and Defense 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 Type
        • 7.3.1.2.2. By Application
    • 7.3.2. France Fuel Cells in Aerospace and Defense 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 Type
        • 7.3.2.2.2. By Application
    • 7.3.3. United Kingdom Fuel Cells in Aerospace and Defense 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 Type
        • 7.3.3.2.2. By Application
    • 7.3.4. Italy Fuel Cells in Aerospace and Defense 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 Type
        • 7.3.4.2.2. By Application
    • 7.3.5. Spain Fuel Cells in Aerospace and Defense 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 Type
        • 7.3.5.2.2. By Application

8. Asia Pacific Fuel Cells in Aerospace and Defense Market Outlook

  • 8.1. Market Size & Forecast
    • 8.1.1. By Value
  • 8.2. Market Share & Forecast
    • 8.2.1. By Type
    • 8.2.2. By Application
    • 8.2.3. By Country
  • 8.3. Asia Pacific: Country Analysis
    • 8.3.1. China Fuel Cells in Aerospace and Defense 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 Type
        • 8.3.1.2.2. By Application
    • 8.3.2. India Fuel Cells in Aerospace and Defense 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 Type
        • 8.3.2.2.2. By Application
    • 8.3.3. Japan Fuel Cells in Aerospace and Defense 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 Type
        • 8.3.3.2.2. By Application
    • 8.3.4. South Korea Fuel Cells in Aerospace and Defense 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 Type
        • 8.3.4.2.2. By Application
    • 8.3.5. Australia Fuel Cells in Aerospace and Defense 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 Type
        • 8.3.5.2.2. By Application

9. Middle East & Africa Fuel Cells in Aerospace and Defense Market Outlook

  • 9.1. Market Size & Forecast
    • 9.1.1. By Value
  • 9.2. Market Share & Forecast
    • 9.2.1. By Type
    • 9.2.2. By Application
    • 9.2.3. By Country
  • 9.3. Middle East & Africa: Country Analysis
    • 9.3.1. Saudi Arabia Fuel Cells in Aerospace and Defense 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 Type
        • 9.3.1.2.2. By Application
    • 9.3.2. UAE Fuel Cells in Aerospace and Defense 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 Type
        • 9.3.2.2.2. By Application
    • 9.3.3. South Africa Fuel Cells in Aerospace and Defense 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 Type
        • 9.3.3.2.2. By Application

10. South America Fuel Cells in Aerospace and Defense Market Outlook

  • 10.1. Market Size & Forecast
    • 10.1.1. By Value
  • 10.2. Market Share & Forecast
    • 10.2.1. By Type
    • 10.2.2. By Application
    • 10.2.3. By Country
  • 10.3. South America: Country Analysis
    • 10.3.1. Brazil Fuel Cells in Aerospace and Defense 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 Type
        • 10.3.1.2.2. By Application
    • 10.3.2. Colombia Fuel Cells in Aerospace and Defense 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 Type
        • 10.3.2.2.2. By Application
    • 10.3.3. Argentina Fuel Cells in Aerospace and Defense 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 Type
        • 10.3.3.2.2. By Application

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 Fuel Cells in Aerospace and Defense 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. Advent Technologies
    • 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. Australian Fuel Cells Pty Ltd
  • 15.3. Cummins Inc
  • 15.4. ElringKlinger AG
  • 15.5. Gen Cell Ltd
  • 15.6. Honeywell International Inc.
  • 15.7. Infinity Fuel Cell and Hydrogen, Inc
  • 15.8. Intelligent Energy Limited
  • 15.9. Plug Power Inc.
  • 15.10. MTU Aero Engines AG

16. Strategic Recommendations

17. About Us & Disclaimer