[英文調查報告書] 燃料電池產業分析

Abstract

Fuel cell technology has garnered great support and interest around the world in the past decade because of its huge market potential, positive impact on air quality and radically different nature than currently available power sources. The technology has witnessed a remarkable expansion in terms of new installations worldwide and the immense growth in the shipments of the fuel cell products. Besides, it has the potential to strengthen national energy security by reducing dependence on imported petroleum.

According to our new research report, "Fuel Cell Industry Analysis", the fuel cells market has a bright future ahead and will see wide acceptance given the high growth in the global cumulative shipments at a CAGR of around 49% during 2005-2008. This increase is largely attributed to growing number of regions launching high profile projects and a large number of countries increasing their emission legislation standards.

We have classified the fuel cells as - Molten Carbonate Fuel Cells (MCFC), Proton Exchange Membrane Fuel Cells (PEMFC), Solid Oxide Fuel Cells (SOFC) and Direct Methanol Fuel Cells (DMFC). There has been a rising trend witnessed in their installations and adoption in various application areas. We have found that PEMFC and DMFC are primarily used for portable applications, while MCFC and SOFC are used widely for stationary purposes. Besides, DMFC' s are also used in some niche transportation sectors.

From the applications perspective, the report has broadly categorized the applications of fuel cells for portable, transportation and stationary purposes. The portable segment has emerged as the key power source owing to the current limitations of batteries and generators in terms of efficiency and emissions.

The report has given the global overview of the fuel cell industry and has placed special focus on the developments taking place in various countries in terms of the units manufactured and the investments being made in those countries for research purposes. On the basis of our research and thorough analysis, we foresee Japan, North America and Europe to emerge as the major markets for the fuel cell technology by 2010.

1. Analyst View

2. Understanding Fuel Cells

2.1 Types of Fuel Cell and Market Overview
2.2 Market Drivers
- 2.2.1 Government Support and Legislation
- 2.2.2 Environmental Competitiveness
- 2.2.3 Energy Efficient and Alternative Source of Energy
- 2.2.4 Modularity and Flexibility
- 2.2.5 High Quality Power

3. Technology Status

3.1 By Region
3.2 By Application
- 3.2.1 Large Stationary
- 3.2.2 Transportation
  - 3.2.2.1 Hydrogen Infrastructure
  - 3.2.2.2 Buses
  - 3.2.2.3 Light Duty Vehicles
  - 3.2.2.4 Niche Transport
- 3.2.3 Portables
- 3.2.4 Small Stationary
3.3 By Research & Development

4. Country Level Developments

4.1 Canada
4.2 India
4.3 Japan
4.4 Germany
4.5 Korea
4.6 China
4.7 France

5. Industry Analysis

5.1 Opportunities
- 5.1.1 Potential Market Size in Different Scenarios
- 5.1.2 Niche Transportation Sector
- 5.1.3 Potential Application Markets
5.2 Growth Restraints
- 5.2.1 Infrastructure Constraints
- 5.2.2 Cost Factor
- 5.2.3 Government Initiatives

6. Key Players

6.1 Daihatsu
6.2 Ford Motor Company
6.3 General Motors
6.4 Honda
6.5 Hyundai Motor Company

List of Figures:

Figure 2-1: Structure of Individual Fuel Cell
Figure 2-2: Structure of Molten Carbonate Fuel Cell
Figure 2-3: Structure of Proton Exchange Membrane Fuel Cell
Figure 2-4: Structure of Solid Oxide Fuel Cell
Figure 2-5: Structure of Direct Methanol Fuel Cell
Figure 2-6: Global - DMFC Installation in Portable Applications (Units), 2001-2006
Figure 2-7: Relative Fuel Economies for Advanced Vehicle Technologies
Figure 2-8: Fuel Cell Efficiency Comparison by Type of Fuel (%)
Figure 3-1: Global - Cumulative Fuel Cell Shipment by Application (' 000 Units), 2007 & 2008
Figure 3-2: Global - New Fuel Cell Shipment (Units), 2007 & 2008
Figure 3-3: Global - Cumulative Fuel Cell Installation (Units), 2004-2008
Figure 3-4: Global - Fuel Cell Production by Region (%), 2004-2006
Figure 3-5: Global - Fuel Cell Sales (Million US$), 2004-2006
Figure 3-6: Global - Fuel Cell Sales by Country (%), 2006
Figure 3-7: Global - Large Stationary Fuel Cell Shipment (Units), 2005-2009
Figure 3-8: Global - Large Stationary Fuel Cell Development (2004-2008)
Figure 3-9: Global - Cumulative Hydrogen Fueling Stations (Numbers), 2005-2008
Figure 3-10: Global - New Hydrogen Fueling Stations by Region (Numbers), 2006-2008
Figure 3-11: Global - Hydrogen Fueling Stations by Fuel Type (%), 2006
Figure 3-12: Global - Cumulative Light Duty Fuel Cell Vehicle Shipment (Units), 2005-2009
Figure 3-13: Global - Light Duty Vehicle Manufacturing by Region (%), 2007-08
Figure 3-14: Global - Light Duty Vehicle Deployment by Region (%), 2007-08
Figure 3-15: Global - Cumulative Niche Transport Shipment excluding APU and Marine Sector (Units), 2005-2008
Figure 3-16: Global - Cumulative Niche Transport Shipment in APU and Marine Sector (Units), 2005-2008
Figure 3-17: Global - New Niche Transport Shipment excluding APU and Marine Sector (Units), 2005-2008
Figure 3-18: Global - New Niche Transport Shipment in APU and Marine Sector (Units), 2005-2008
Figure 3-19: Global - Niche Transport excluding APU and Marine Sector by Technology (%)
Figure 3-20: Global - Niche Transport in APU and Marine Sector by Technology (%)
Figure 3-21: Global - Niche Transport Shipment excluding APU and Marine Sector by Region (%)
Figure 3-22: Global - Niche Transport Shipment in APU and Marine Sector by Region (%)
Figure 3-23: Global - Cumulative Portable Fuel Cell Production (Units), 1995 to 2000 & 2001-2006
Figure 3-24: Global - Cumulative Small Stationary Fuel Cell Production (Units), 2004-2008
Figure 3-25: Global - New Small Stationary Fuel Cell Production (Units), 2005-2008
Figure 3-26: Global - Small Stationary Applications by Fuel Cell Type (%), 2004-2008
Figure 3-27: Global - Fuel Cell R&D Expenditure (Million US$), 2004-2006
Figure 3-28: Global - Fuel Cell R&D Expenditure by Country (%), 2006
Figure 4-1: Canada - Hydrogen and Fuel Cell Revenue (Million CAD), 2005-2007
Figure 4-2: Canada - Hydrogen and Fuel Cell Revenue by Type (%), 2007
Figure 4-3: Canada - Hydrogen and Fuel Cell Technology by Focus Area (%), 2007
Figure 4-4: Canada - Hydrogen and Fuel Cell Market by Focus Area (%), 2007
Figure 4-5: Canada - Hydrogen and Fuel Cell Demonstration Projects by Application (%), 2007
Figure 4-6: India - Fuel Cell Organizations by Type (%)
Figure 4-7: India - Fuel Cell Organizations by State (%)
Figure 4-8: India - Fuel Cell Market by Application (%), 2006
Figure 4-9: Japan - PEFC Market (Million Yen), 2004-05 to 2009-10
Figure 4-10: Japan - Residential PEFC Installation (Units), 2004-05 to 2007-08
Figure 4-11: Japan - Residential PEFC Installation by Region (%), 2006-07
Figure 4-12: Japan - Residential PEFC Market (Million Yen), 2004-05 to 2009-10
Figure 4-13: Japan - Industrial/Commercial PEFC Shipment by Company (%), 2004-05
Figure 4-14: Japan - Commercial/Industrial PEFC Shipment (Units), 2004-05 to 2009-10
Figure 4-15: Japan - Mobile PEFC Shipment by Company (%), 2004-05
Figure 4-16: Japan - Mobile PEFC Shipment (Units), 2004-05 to 2009-10
Figure 4-17: Japan - Portable PEFC Shipment by Company (%), 2004-05
Figure 4-18: Japan - PAFC Shipment (Units), 2004-05 to 2009-10
Figure 4-19: Japan - PAFC Shipment by Company (%), 2004-05
Figure 4-20: Japan - MCFC Shipment (Units), 2004-05 to 2009-10
Figure 4-21: Japan - MCFC Shipment by Company (%), 2004-05
Figure 4-22: Germany - Forecast for Fuel Cell Market by Application (Million Euro), 2007-2010 & 2011-2015
Figure 4-23: China - Fuel Cell Sales in Transport Application (Million RMB), 2006-2009
Figure 4-24: China - Fuel Cell Organizations Focus by Technology (%)
Figure 4-25: China - Fuel Cell Organizations Focus by Application (%)
Figure 4-26: China - Fuel Cell Organizations Focus by Area (%)
Figure 4-27: China - Allocation of Fuel Cell R&D Budget (%), 2005
Figure 5-1: Global - Use of Hydrogen and Share of Hydrogen Fuel Cell Vehicles (2000 to 2050)

List of Tables:

Table 3-1: Schedule of Fuel Cell Vehicles Development
Table 4-1: Canada - RD&D Expenditure on Hydrogen and Fuel Cell Activities (Million CAD), 2007
Table 4-2: Canada - Hydrogen and Fuel Cell Demonstration Projects by Category (%), 2006
Table 4-3: Japan - Cumulative Residential PEFC Installation by Fuel (Units), 2007-08
Table 4-4: Korea - R&D Spending on Fuel Cell by Application (Million US$), 2004-2007
Table 5-1: Global - Railway Network Size in Major Countries (Km)
Table 5-2: Sensitive Factors in Deployment of FCV