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市場調查報告書
全球的燃料電池市場:2011年
Fuel Cells Annual Report 2011: Market Development for Fuel Cells in the Stationary, Portable, and Transport Sectors
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全球的燃料電池市場:2011年 是由出版商Pike Research在2011年05月所出版的。
這份英文市場調查報告書包含111 Pages 價格從美金3800起跳。
在廣泛的市場領域上,將燃料電池做為電源的產品開始正式導入。現在以研發為中心的這個產業,逐漸朝完全的商用化產業轉變當中。2008年至2010年的期間,燃料電池業界以CAGR(年複合成長率)27%成長。不過,2009年至2010年,僅固定式燃料電池部門成長,可攜式以及運輸用燃料電池部門比起前一年還要減少。
本報告,提出全球的燃料電池市場,彙整固定式燃料電池、可攜式燃料電池、以及運輸用燃料電池部門的各部門概要以及市場成長促進因素,概述各部門的市場發展狀況、主要國家的發展狀況,並提示各市場部門的預測等,由下列摘要形式闡述。
第1章 報告摘要
- 簡介
- 燃料電池業界的各部門
- 固定式燃料電池部門
- 可攜式燃料電池部門
- 運輸用燃料電池部門
- 電解質種類
- 燃料電池與政府的定位
第2章 簡介以及市場促進因素的全球概要
- 簡介
- 政府層級的促進因素
- 能源需求的增加
- 石油價格的不穩定
- 二氧化碳排放
- 能源安全保障以及能源恢復力
第3章 部門別應用別的發展:2008-2010年
- 簡介
- 固定式燃料電池部門
- 運輸用燃料電池部門
- 可攜式燃料電池部門
第4章 國家別的發展
- 簡介
- 燃料電池的出貨量
- 北美
- 特別關注:美國
- 美國燃料電池業界的現狀:2010年
- 資金援助
- 企業
- 加拿大
- 亞太地區
- 歐洲
第5章 氫燃料補給站
第6章 燃料電池市場的預測:2011-2017年
- 概要
- 燃料電池出貨量:2011-2015年
- 燃料電池設置量:2017年
- 燃料電池業績:2017年
第7章 業界的主要拐點討論
- 政府的介入
- 大量生產
- 民間資金
- 新興企業的市場參與
- 新市場的拓展
第8章 企業名錄
第9章 首字母省略語以及省略語一覽表
第10章 目錄
第11章 圖表
第12章 調查範圍、資訊來源以及調查方式、註記
Abstract
Adoption of fuel cell powered products is gathering increasing momentum from a
wide variety of sectors. The shift from an R&D based industry to a fully
commercial one is well underway but has not been without its setbacks. The
reasons for the groundswell of interest are as varied as the sectors that the
technology is becoming embedded into. Whether it is the desire to
"futureproof" a home, roll out off-grid mobile base stations in rural Africa,
decarbonize transport, clean up ports, reduce energy dependence on oil
producing nations, or to increase the resilience of energy networks, fuel cell
technology is one of a suite of solutions that is being utilized.
Between 2008 and 2010, the fuel cell industry experienced a compound annual
growth rate (CAGR) of 27%. Although this is lower than some industry
commentators would have liked to see, this increase belies the fact that
within this a number of companies have shifted into profit per unit status.
Company-level profitability is still elusive, but the necessary first step of
making a profit on each unit sold has now been taken by a handful of industry
players. The stationary fuel cell market was the only one of the three meta
sectors that posted an increase, with both the portable and transport sectors
experiencing decreases in units shipped between 2009 and 2010. This decline
was due to a number of factors, including a false dawn in the consumer
electronics sector, fuel cells for light duty vehicles and buses still being
released in batches in the market, and the slow recovery of some applications
from the global recession. In terms of breakout applications in 2010, the
market for remote monitoring units came out of the shadows and started to log
adoption.
The first annual Pike Research Fuel Cells Annual Report analyzes the state of
the global fuel cell industry, its key barriers and drivers, where the
industry could be in 2017, and why 2015 is shaping up to be such a crucial
point for the industry. This report is produced from extensive industry
interviews as well as the Pike Research fuel cell forecast model.
Key Questions Addressed:
- What will be the size of the global fuel cell industry in 2017?
- What is the current rate of growth of the industry?
- Which sectors are growing quicker than the others and why?
- How many fuel cell LDVs will be on the road in 2015?
- Are there any early signs of electrolyte lock-in?
- How many megawatts did the industry ship in total in 2010 and how is this
projected to change by 2017?
- What were the breakout fuel cell markets of 2010?
Who needs this report?
- Fuel cell, hydrogen, and renewable trade associations
- Fuel cell system and stack developer companies
- Fuel cell component suppliers
- Government agencies
- Industry associations
- Investor community
Table of Contents
1. Executive Summary
- 1.1 Introduction
- 1.2 Fuel Cell Industry Sectors
- 1.2.1 Stationary Fuel Cell Sector
- 1.2.2 Portable Fuel Cell Sector
- 1.2.3 Transport Fuel Cell Sector
- 1.3 Electrolyte Type
- 1.4 Fuel Cells and Government Positioning
2. Introduction and Global Overview of Drivers
- 2.1 Introduction
- 2.2 Government-Level Drivers
- 2.2.1 Increase in Energy Demand
- 2.2.2 Oil Price Volatility
- 2.2.3 Carbon Emissions
- 2.2.4 Energy Security and Energy Resilience
3. Development by Sector and Application: 2008-2010
- 3.1 Introduction
- 3.2 Stationary Fuel Cell Sector
- 3.2.1 Market Overview
- 3.2.1.1 CHP Residential and Non-Residential Units
- 3.2.1.1.1. Danish Micro Combined Heat and Power Demonstration Project
- 3.2.1.1.2. German Callux Program
- 3.2.1.2 Prime Power
- 3.2.1.3 Backup Power
- 3.2.2 Technology Issues
- 3.2.2.1 Cost
- 3.2.2.2 Durability
- 3.2.2.3 Standardization
- 3.3 Transport Fuel Cell Sector
- 3.3.1 Market Overview
- 3.3.1.1 LDVs
- 3.3.1.1.1. Full-Size Passenger Cars
- 3.3.1.1.2. Microcars, City Cars, and Neighborhood Electric Vehicles
- 3.3.1.1.3. Major Demonstration Programs
- 3.3.1.2 Buses
- 3.3.1.2.1. Full Size
- 3.3.1.2.2. Midibuses or Shuttle Buses
- 3.3.1.2.3. Articulated
- 3.3.1.2.4. Demonstration Projects
- 3.3.1.3 APUs
- 3.3.1.4 Forklifts
- 3.3.1.5 Other
- 3.3.2 Technology Issues
- 3.4 Portable Fuel Cell Sector
- 3.4.1 Market Overview
- 3.4.1.1 Consumer Electronics
- 3.4.1.1.1. Company Case Study Lilliputian
- 3.4.1.2 Military
- 3.4.1.2.1. Military Funding
- 3.4.1.3 Other Remote Sensing
- 3.4.1.3.1. Remote Sensing Developments: 2010
- 3.4.2 Technology Issues
4. Development by Country
- 4.1 Introduction
- 4.2 Fuel Cell Shipments
- 4.2.1 Shipments by Country
- 4.2.2 MWs by Country
- 4.3 North America
- 4.3.1 Special Focus: United States
- 4.3.1.1 State of the U.S. Fuel Cell Industry: 2010
- 4.3.1.2 Funding
- 4.3.1.3 Companies
- 4.3.1.3.1. Bloom Energy (SOFC: Prime Power: United States)
- 4.3.1.3.2. FuelCell Energy (MCFC: CHP/Power Plants: United States)
- 4.3.1.3.3. IdaTech (PEM: Telecom Backup Power: United States)
- 4.3.1.3.4. ReliOn (PEM: Telecom Backup Power: United States)
- 4.3.1.3.5. UTC Power (PAFC: CHP/Grid Strengthening: United States)
- 4.3.2 Canada
- 4.3.2.1 Funding
- 4.3.2.2 Companies
- 4.3.2.2.1. Angstrom Power (DMFC: Portable: Canada)
- 4.3.2.2.2. Automotive Fuel Cell Cooperation (AFCC) Corp. (PEM:
Automotive: Canada)
- 4.3.2.2.3. Ballard Power Systems (PEM: Stationary, Niche Transport:
Canada)
- 4.3.2.2.4. BC Hydro (Hydrogen Production and Refueling: Canada)
- 4.3.2.2.5. Hydrogenics (PEM: Stationary, Niche Transport, Hydrogen
Production, Energy Storage: Canada)
- 4.4 Asia Pacific
- 4.4.1 Japan
- 4.4.1.1 Funding
- 4.4.1.2 Companies
- 4.4.1.2.1. Aquafairy (DMFC: Personal Electronics: Japan)
- 4.4.1.2.2. Fuji Electric (PAFC: CHP: Japan)
- 4.4.1.2.3. Honda (PEM: LDV: Japan)
- 4.4.1.2.4. Panasonic (PEM: resCHP: Japan)
- 4.4.1.2.5. Toyota (PEM: LDV: Japan)
- 4.4.2 South Korea
- 4.4.2.1 Funding
- 4.4.2.2 Companies
- 4.4.2.2.1. GS FuelCell (PEM: Residential: South Korea)
- 4.4.2.2.2. Hyundai-Kia (PEM: LDV: South Korea)
- 4.4.2.2.3. LG Chem (DMFC: Portable: South Korea)
- 4.4.2.2.4. POSCO Power (MCFC: Grid Strengthening: South Korea)
- 4.4.2.2.5. Samsung SDI (PEM, DMFC: Portable, Niche Transport: South
Korea)
- 4.4.3 China
- 4.5 Europe
- 4.5.1 Germany
- 4.5.1.1 Funding
- 4.5.1.1.1. Federal Funding
- 4.5.1.2 Companies
- 4.5.1.2.1. Baxi Innotech (PEM: resCHP: Germany)
- 4.5.1.2.2. Daimler A.G. (PEM: LDV: Germany)
- 4.5.1.2.3. Hexis (SOFC: resCHP: Germany)
- 4.5.1.2.4. Proton Motor (PEM: Niche Transport: Germany)
- 4.5.1.2.5. SFC Energy AG (DMFC: Portable, Niche Transport, Small
Stationary: Germany)
5. Hydrogen Refueling Stations
6. Fuel Cell Industry Forecasts: 2011-2017
- 6.1 Overview
- 6.2 Fuel Cell Shipments: 2011-2015
- 6.3 Fuel Cell Installations: 2017
- 6.4 Fuel Cell Revenue: 2017
7. Discussion of Key Flex Points in the Industry
- 7.1 Government Intervention
- 7.2 Mass Manufacturing
- 7.3 Private Finance
- 7.4 New Companies Coming into the Market
- 7.5 New Markets Opening Up
8. Company Directory
9. Acronym and Abbreviation List
10. Table of Contents
11. Table of Charts and Figures
12. Scope of Study, Sources and Methodology, Notes
Lists of Charts and Figures
- Global Megawatts of Fuel Cell Product Shipments by Electrolyte: 2008-2010
- IEA Reference Energy Scenario: 1980-2030
- Average Monthly Price per Barrel of Oil FOB, World Markets: 2007-2011
- CO2 Emissions from Fossil Fuel for Energy Generation, IEA Base Scenario,
World Markets: 1990-2030
- Fuel Cell Shipments by Sector, World Markets: 2008-2010
- Fuel Cell Cumulative Shipments by Sector, World Markets: 2008-2010
- Megawatts Shipped by Sector, World Markets: 2008-2010
- Megawatts Shipped by Electrolyte, World Markets: 2008-2010
- Fuel Cell Industry Revenue by Sector, World Markets: 2008-2010
- Stationary Fuel Cell Units Shipped by Company: 2010
- CHP, UPS, and Non-UPS Fuel Cell Units Shipped: 2008-2010
- Revenue from CHP, UPS, and Non-UPS Fuel Cell Units Shipped: 2008-2010
- Developer Mix of Companies Developing or Shipped Prime Power Fuel Cell
Units: 2010
- Projected Base Station Deployments: 2007-2012
- Delphi Cost Analysis for Its SOFC System: 2009
- Fuel Cell System Shipments from the Transport Sector: 2008-2010
- Fuel Cell Revenue from the Transport Sector: 2008-2010
- Shipments by Companies Operating in the Transport Fuel Cell Sector: 2010
- Companies Shipping Units Under 500 Systems in the Transport Fuel Cell
Sector: 2010
- Fuel Cell Forklift Shipments by Region, World Markets: 2008-2010
- Global Portable Fuel Cell Shipments by Major Application Area: 2008-2010
- Revenue from the Portable Fuel Cell Sector: 2008-2010
- Company Profile in the Portable Fuel Cell Sector: 2010
- Location by Personal Electronics Shipments: 2010
- Location of Companies with Stated Interest in Using Fuel Cells in Personal
Electronics: 2010
- Component Cost of Smartphones
- Cost/Profit Margins of Current Smartphones
- Fuel Cell Systems by Region of Shipment, World Markets: 2008-2010
- Fuel Cell Shipments by Region and Electrolyte, World Markets: 2008-2010
- Export/Local Use Fuel Cell Systems by Region, World Markets: 2008-2010
- Fuel Cell System Shipments by Country of Manufacture: 2008-2010
- Fuel Cell Stack Shipments by Country of Manufacture: 2008-2010
- MWs Shipped by Country of System Manufacture: 2008-2010
- Fuel Cell Shipments by Sector, North America: 2008-2010
- Companies by Electrolyte Interest, North America: 2008-2010
- Company Mix by Electrolyte Interest, North America: 2010
- U.S. and Non-U.S. Systems Companies Measured in Pike Research Dataset:
2010
- U.S. and Non-U.S. Fuel Cell Systems Shipped: 2008-2010
- Units Used in the U.S. with U.S. and Overseas Fuel Cell Stacks: 2008-2010
- Megawatts Shipped from U.S. and Non-U.S. Systems: 2008-2010
- U.S. Systems by Location of Use: 2008-2010
- Systems Used in the U.S. by Units Made Locally and Units Imported:
2008-2010
- Revenue from Systems Manufactured in the U.S. and from Systems
Manufactured Outside the U.S.: 2008-2010
- Fuel Cell Shipments by Sector, Asia Pacific: 2008-2010
- Companies by Electrolyte Interest, Asia Pacific: 2008-2010
- Funding for Fuel Cells and Hydrogen, South Korea
- Fuel Cell Shipments by Sector, Europe: 2008-2010
- Companies by Electrolyte Interest, Europe: 2008-2010
- Federal Funding for Fuel Cells and Hydrogen, Germany: 2008-2010
- Funding by Sector, Germany: 2008-2010
- Total Fuel Cell and Hydrogen Funding Through the German NIP: 2007-2015
- Hydrogen Refueling Stations, World Markets: 2008-2010
- Fuel Cell Shipments by Sector Area, World Markets: 2011-2015
- Fuel Cell Units Installed by Region, World Markets: 2017
- Fuel Cell Revenue Split by Sector Area: 2017
- Cleantech Driver Matrix
- Two Generations of Panasonic mCHP Fuel Cell Units for Residential Use
- Danish Micro Combined Heat and Power Demonstration Project
- Residential CHP Development Map of the German National Development Plan
- FuelCell Energy Published Cost Down
- CHIC Strategy for Fuel Cell Bus Introduction in Europe
- Overview of Japanese Fuel Cell Development Roadmap: 2005-2015
- Solar Leaning Curve
List of Tables
- Overview Table of the Stationary Fuel Cell Sector
- RD&D Resources for Residential Fuel Cell CHP at National Level in Germany:
2007-2015
- Downtime Costs by Industry: 2011
- U.S. DOE LDV Program Targets
- U.S. DOT Fuel Cell Bus Targets
- EERE Budget: FY 2009-FY 2021
- U.S. DOE Hydrogen and Fuel Cells Budget Breakdown by Subprogram: 2009-2012
- IEA Reference Energy Scenario: 1980-2030
- CO2 Emissions from Fossil Fuel for Energy Generation, IEA
- Overview Table of the Transport Fuel Cell Sector
全球燃料電池出貨量從2008年到2010年倍增
2011年05月30日
Global Information, Inc.已開始銷售美國調查公司Pike Research所發行的報告書「Fuel Cells Annual Report 2011: Market Development for Fuel Cells in the Stationary, Portable, and Transport Sectors (全球的燃料電池市場:2011年)」
在廣泛的應用領域,正式引進以燃料電池作為電源的產品。以研究開發作為中心的該產業,現在已逐漸變成完全商務化產業,然絕非平坦之路。現在燃料電池多運用於家用電力,非洲的off grid行動通訊據點、低碳運輸、電力電網可靠性等多樣化的應用。依據此次在燃料電池•氫能協會的年度會議中發表的Pike Research新報告書,全球燃料電池出貨量,2008年到2010年期間,從年間的約7,500套件倍增為1萬5,000套件以上。
調查部主管Kerry-Ann Adamson先生敘說:「造成對燃料電池關心高漲的理由,乃因導入此技術的部門同樣多樣化」。「業界及政府的高階主管,在固定、可攜式、和運輸應用上,開始察覺如要導入可靠性高的綠色電力,燃料電池是極為有效的工具。」
Adamson先生又說,燃料電池出貨量增加的是固定電源領域,約佔2010年出貨量的60%。對固定燃料電池的需求,包括日本的家用市場、全球的電網接續或off grid行動基地台的電源、及醫院和飯店等多樣化市場的熱電共生(CHP)機械設備等,因幾個早期引進的部門而得以發展。在過去2年間,可攜式燃料電池市場有了沉浮經驗。2009年,由於東芝外部充電器Dynario銷售3,000台,出貨量一時之間上升。之後,2010年總銷售額卻迅速下降。轎車和公車用的運輸用燃料電池市場規模如要變大,還需數年時間。2015年,燃料電池車輛(FCV)將商務化,各家汽車製造廠準備前進,輔助電源裝置(APU)部門的出貨每年持續增加。
在市場的進化中,燃料電池的競爭形勢亦越發明朗化。如前所述,數10家企業進行開發計畫,Pike Research的分析,暗示已開始出現一些市場領袖和快速追隨的幾家公司。該分析表示有12家以下公司佔據2010年全球出貨量的大部分。Adamson先生說:「今後2∼3年,將會清楚知道現在的燃料電池企業中,哪個企業能繁榮生存、哪個企業中途受挫。這段期間亦有新企業加入的屏障變低的時期。藉由開始產品標準化,創造新的商務模式,以及傾力於提高產品出貨,預測今後5年市場會有很多新加入者打開門戶。」。
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