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商品編碼

1420242

燃料電池商用車的成長機會 - 輕型、中型和重型卡車

Fuel Cell Commercial Vehicle Growth Opportunities-Light, Medium, and Heavy-duty Trucks

出版日期: 2023年12月18日 | 出版商:

Frost & Sullivan | 英文 97 Pages | 商品交期: 最快1-2個工作天內

價格

簡介目錄

「採用燃料電池卡車和綠色氫作為特定細分市場的附加動力傳動系統策略」

卡車運輸領域的電動成為一種大趨勢，新的移動模式塑造了該行業的未來。隨著排放法規變得更加嚴格以及人們對提供更清潔的貨物運輸型態的興趣的增加，電動車（EV）的各種子趨勢，例如電池電動車（BEV）和FCEV，將繼續發展，並變得越來越受歡迎。電池電動卡車的興起雖然適合某些應用，但受到電池重量的阻礙，電池重量限制了行駛里程並降低了有效負載能力。卡車製造商和政策制定者認為，氫動力燃料電池電動卡車可提供與柴油卡車相同的續航里程和最短的加油時間，將其視為電池電動卡車的可行替代品。

由石化燃料生產的灰氫是市場上可用的主要氫類型。氫工業轉向藍氫，它可以捕獲碳並減少氫生產過程中的排放。各國政府和私人公司全球投資綠氫生產，並在運輸業和鋼鐵生產中被採用。目前，綠色氫氣生產成本如此之高，以至於不可能擁有一輛燃料電池卡車。然而，各市場宣布的政策和獎勵支持燃料電池卡車的長期採用。總體而言，卡車運輸業正處於為所需應用選擇零排放動力傳動系統的十字路口，並且沒有一種放之四海而皆準的解決方案。

卡車製造商和新興企業與技術研究機構和政府機構合作，探索提高燃料電池性能的創新解決方案。石化燃料和再生能源公司尋求高效的跨區域氫氣供應分配網路，利用油輪運輸和管道基礎設施，使加氫站的氫氣價格實惠，目標是讓氫氣更容易獲得。政府將促進社區為基礎的氫氣生產，以減少與氫氣運輸相關的能源損失。多家卡車製造商的燃料電池電動卡車測試中，數量有限，更多型號開發中。這些製造商計劃在這十年內開始測試和大規模商業化。隨著燃料電池卡車的市場需求激增，強大的供應鏈對於製造商實現所需的產量非常重要。當公司致力於減少持有排放時，他們必須推廣零排放卡車作為客戶的可行選擇。燃料電池卡車似乎是運輸貨物的一個有前途的選擇。因此，公司必須加快技術決策和產品開發力度，以檢驗這些車輛的性能。

分析範圍
產品與動力傳動系統總成細分
研究目的和目標
FC電動卡車和貨車的區域採用狀況
FC電動卡車和貨車的細分市場採用情況
全球主要製造商和新興企業
全球燃料電池卡車市場概覽
生長促進因子
成長抑制因素
主要預測標準
燃料電池卡車市場規模
預測性考察

成長環境

H2 生態系概述
H2和FC研究基金
H2 FC技術比較
卡車氫燃料的類型和概述
FC 卡車 - 簡化的動力傳動系統系統佈局

氫氣生產、基礎設施和政策概述

H2製造方法產品類型
加氫的不同階段
政府投資重點關注H2 - 全球
歐洲主要 H2 旅遊計劃
中國農村的H2政策

輕型商用車FCEV概述

LD FCEV 的區域重點 - 選定的OEM
LD FCEV 車型 - 北美和歐洲
LD FCEV 車型 - 中國及其他地區
LD FCEV 應用重點 - 主要OEM
OEM LD 推出藍圖- 北美和歐洲
OEM LD產品推出藍圖-中國和其他國家

LD FC 車輛 - OEM簡介

Stellantis-LD FCEV 策略與藍圖
Renault-LD FCEV戰略與藍圖
Toyota-LD FCEV策略與藍圖
First Hydrogen-LD FCEV 戰略和藍圖

中型和大型商用 FCEV 概述

M&HD FCEV 區域重點 - 選定的OEM
M&HD FCEV 應用重點 - 主要OEM
M&HD FCEV 車型-北美
M&HD FCEV 模型-歐洲
M&HD FCEV模型-中國
OEM M&HD產品推出藍圖- 北美
OEM M&HD 產品介紹藍圖- 歐洲
OEM M&HD產品推出藍圖- 中國

M&HD 燃料電池汽車 - OEM簡介

Daimler-M&HD FCEV 策略與藍圖
Volvo-M&HD FCEV 策略與藍圖
Paccar-M&HD FCEV 策略與藍圖
Toraton-M&HD FCEV 策略與藍圖
Hyundai-M&HD FCEV 策略與藍圖
市場發展趨勢 - M&HD 燃料電池卡車

FC生態系玩家

價值鏈生態系參與者
策略夥伴關係與協作
主要供應商提供的 FC 解決方案 - 北美和歐洲
主要供應商的 FC 解決方案 - 中國、其他

總擁有成本

參數/先決條件 - HD遠距，北美
TCO-HD遠距，北美
每英里組件成本 - HD遠距運輸，北美
參數/先決條件 - HD遠距運輸，歐洲
TCO-HD遠距，歐洲
每組件英里成本 - HD遠距，歐洲

成長機會宇宙

成長機會1 - 降低成本措施，普及FC技術
成長機會2 - H2 基礎設施擴建對於燃料電池卡車的成長非常重要
成長機會3 - 燃料電池卡車在細分市場和應用領域的應用，以實現更廣泛的滲透

附錄

簡稱

下一步

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簡介目錄

Product Code: PEFA-42

"Fuel Cell Trucks as an Additional Powertrain Strategy for Specific Segments and Green Hydrogen Adoption."

Electrification in trucking is gaining momentum as a Mega Trend, with new mobility models shaping the industry's future. Various sub-trends within electric vehicles (EVs), such as battery EVs (BEVs) and FCEVs, are increasingly popular as emission norms become stricter and the focus on achieving cleaner forms of goods transportation is higher. The prominence of battery electric trucks is suitable for selected applications, but range limitation and battery weight compromising the load-carrying capacity are seen as hindering features. Truck manufacturers and policymakers increasingly consider hydrogen-powered fuel cell electric trucks a viable equivalent to battery electric trucks as hydrogen offers a longer range and minimum refueling time, similar to diesel trucks.

Grey hydrogen produced from fossil fuels is a major type of hydrogen available in the market. The hydrogen industry is transitioning to blue hydrogen, where carbon is captured, reducing emissions from hydrogen production. Governments and private enterprises globally invest in green hydrogen production as they find adopters in the transportation sector and steel production. The current cost of green hydrogen production is very high, making ownership of fuel cell trucks unviable. However, policies and incentives announced in various markets support the long-term adoption of fuel cell trucks. Overall, the trucking industry is at a crossroads in determining the choice of zero emission powertrain for required applications with no one-size-fits-all solution.

Truck manufacturers and startups form partnerships with technical research organizations and government entities to explore innovative solutions for enhancing fuel cell performance. Fossil fuel companies and renewable energy companies explore efficient distribution networks for hydrogen supply across regions and aim for the use of tanker shipments or pipeline infrastructure to make hydrogen readily accessible at affordable prices at refueling stations. Governments promote localized hydrogen production to mitigate energy losses associated with hydrogen transportation. Several truck makers' fuel cell electric trucks are in the trial phase and have launched in limited numbers, with more models in the development phase. They are set to commence trials and large-scale commercialization within this decade. Robust supply chains will be vital for manufacturers to achieve the required production volumes when market demand for fuel cell trucks surges. When companies target decreasing their fleets' emissions, they will need to promote zero emission trucks as a practical option for their customers. Fuel cell trucks appear to be a promising choice for goods transportation; therefore, businesses must speed up their technological decisions and product development efforts to validate the performance of these vehicles.

Strategic Imperatives

Why is it Increasingly Difficult to Grow?
The Strategic Imperative 8™
The Impact of the Top 3 Strategic Imperatives on the Fuel Cell (FC) Truck Industry
Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

Scope of Analysis
Product and Powertrain Segmentation
Research Aims and Objectives
Adoption of FC Electric Trucks and Vans by Region
Adoption of FC Electric Trucks and Vans by Segment
Key Global Manufacturers and Start-ups
Summary of the FC Truck Market-Global
Growth Drivers
Growth Restraints
Main Forecast Criteria
FC Truck Market Size
Forecast Discussion

Growth Environment

H2 Ecosystem Overview
H2 and FC Research Spending
Comparison of H2 FC Technologies
Type of H2 as Fuel in Trucks-Overview
FC Truck-Simplified Powertrain Layout

H2-Production, Infrastructure, and Policy Overview

Types of H2-Production Methods
Different Stages in H2 Refueling
H2-focused Government Investments-Global
Key H2 Mobility Projects in Europe
Provincial Policies for H2 in China

Light Commercial FC Vehicles Overview

LD FCEV Regional Focus-Selected OEMs
LD FCEV Models-North America and Europe
LD FCEV Models-China and Others
LD FCEV Application Focus-Prominent OEMs
OEM LD Product Launch Roadmap-North America and Europe
OEM LD Product Launch Roadmap-China and Others

LD FC Vehicles-OEM Profiles

Stellantis-LD FCEV Strategy and Roadmap
Renault-LD FCEV Strategy and Roadmap
Toyota-LD FCEV Strategy and Roadmap
First Hydrogen-LD FCEV Strategy and Roadmap

Medium and Heavy Commercial FC Vehicles Overview

M&HD FCEV Regional Focus-Selected OEMs
M&HD FCEV Application Focus-Prominent OEMs
M&HD FCEV Models-North America
M&HD FCEV Models-Europe
M&HD FCEV Models-China
OEM M&HD Product Launch Roadmap-North America
OEM M&HD Product Launch Roadmap-Europe
OEM M&HD Product Launch Roadmap-China

M&HD FC Vehicles-OEM Profiles

Daimler-M&HD FCEV Strategy and Roadmap
Volvo-M&HD FCEV Strategy and Roadmap
Paccar-M&HD FCEV Strategy and Roadmap
Traton-M&HD FCEV Strategy and Roadmap
Hyundai-M&HD FCEV Strategy and Roadmap
Market Development Trends-M&HD FC Trucks

FC Ecosystem Players

Value Chain Ecosystem Players
Strategic Partnerships and Collaborations
FC Solutions by Key Suppliers-North America and Europe
FC Solutions by Key Suppliers-China and Others

Total Cost of Ownership

Parameters/Assumptions-HD Long Haul, North America
TCO-HD Long Haul, North America
Cost per Mile Components-HD Long Haul, North America
Parameters/Assumptions-HD Long Haul, Europe
TCO-HD Long Haul, Europe
Cost per Mile Components-HD Long Haul, Europe

Growth Opportunity Universe

Growth Opportunity 1-Actions to Reduce Cost of FC Technology for Broader Adoption
Growth Opportunity 2-H2 Infrastructure Expansion Crucial to FC Truck Growth
Growth Opportunity 3-FC Truck Usage in Segments and Applications that Enable Wider Adoption