汽車燃料電池系統市場的增長，趨勢，COVID-19的影響和預測（2021-2026）

2020年，汽車燃料電池系統的市場規模達到16.28億美元。

在預測期間，市場預計將以40.63％的複合年增長率增長，到2026年將達到101.62億美元。

COVID-19大流行對市場的危害不如其他汽車領域。在鎖定期間需求受到打擊，但預計市場將在2021年獲得動力，並在預測期內繼續大幅增長。

汽車燃料電池市場是一項創新發展，可以降低基礎設施和其他資源的成本。燃料電池使用氫或甲烷作為主要能源。與傳統的鋰離子電池相比，這兩種燃料電池都是更清潔的燃料來源。

世界上最大的八家汽車製造商正計劃在2025年之前實現燃料電池汽車（FCV）的商業化。隨著最近的大眾汽車排放欺詐醜聞，中國一直在努力促進汽車燃料電池技術的發展。

該報告對汽車燃料電池系統市場進行了調查，並對市場進行了概述，並按電解質類型，車輛類型，燃料類型，功率輸出，區域和進入市場的公司的概況進行了趨勢分析。

目錄

第1章簡介

第2章調查方法

第3章執行摘要

第4章市場動態

• 市場驅動力
• 市場限制
• 波特的五種力量分析

第5章市場細分

• 按電解質類型
  • 聚合物電子膜燃料電池
  • 直接甲醇燃料電池
  • 鹼性燃料電池
  • 磷酸鹽燃料電池
• 按車輛類型
  • 乘用車
  • 商用車
• 按燃料類型
  • 氫
  • 甲醇
• 通過電源輸出
  • 小於100KW
  • 100-200千瓦
  • 200KW以上
• 按地區
  • 北美
  • 歐洲
  • 亞太地區
  • 南美洲
  • 中東和非洲

第6章競爭情況

• 供應商市場份額
• 公司簡介
  • BorgWarner Inc.
  • Nuvera Fuel Cells LLC
  • Ballard Power Systems Inc.
  • Hydrogenics (Cummins Inc.)
  • Nedstack Fuel Cell Technology BV
  • Oorja Corporation
  • Plug Power Inc.
  • SFC Energy AG
  • Watt Fuel Cell Corporation
  • Doosan Fuel Cell Co. Ltd

第7章 市場機會與動向

The automotive fuel cell system market was valued at around USD 2 billion in 2020, and it is expected to reach USD 10 billion by 2026, registering a CAGR of 40.63% during the forecast period.

The outbreak of COVID-19 has not impacted the market as severely as it had impacted the other automotive segments. The demand experienced a decline during the lockdown, but it is expected that the market will gain momentum in 2021 and that the high growth will continue during the forecast period.

The automotive fuel cell market is a revolutionary development that reduces the cost of infrastructure and other resources. The fuel cells use either hydrogen or methane as the primary energy provider. Both these fuel cells are cleaner sources of fuel compared to the conventional lithium-ion battery cells.

Eight of the world's largest automobile manufacturers have plans to commercialize fuel cell vehicles (FCVs) by 2025. With the recent Volkswagen emissions scandal, China has made efforts to promote fuel cell technology in automobiles.

Various companies are coming together to work together in fuel cell technologies. In March 2021, Toyota teamed up with Hino Motors for heavy-duty fuel cell trucks. Under this, Hino's Profia truck will be featuring Toyota's polymer electrolyte fuel-cell stacks.

Key Market Trends

Rising Adoption of Fuel Cell Systems in Commercial Vehicles

With the growing environmental concerns, many governments and environmental agencies are enacting stringent emission norms and laws, which are expected to increase the manufacturing cost of fuel-efficient diesel engines in the coming years. As a result, the new commercial vehicle diesel engines segment is expected to register a sluggish growth rate during the short term.

Additionally, conventional fossil fuel-powered commercial vehicles, especially trucks and buses, are responsible for increasing transportation emissions. The advent of fuel cell commercial vehicles, which are considered low- or zero-emission vehicles, is anticipated to reduce the vehicular emissions from heavy commercial vehicles.

The focus on green energy mobility by government bodies worldwide to curtail and curb transportation pollution is projected to drive the fuel cell commercial vehicle market in the near future. For instance:

• In June 2021, a local governing body in London launched a fleet of hydrogen fuel-based double-decker buses in the public transport fleet in the city to reduce vehicular emissions.
• In April 2020, India's largest power producer and a central PSU under the Ministry of Power, NTPC Ltd, invited a global expression of interest to provide ten hydrogen fuel cell-based electric buses and an equal number of hydrogen fuel cell-based electric cars in Leh and Delhi.
• In November 2019, Beiqi Foton Motor, a Chinese government-backed truck and bus manufacturer, announced that it would invest USD 2.6 billion in alternate energy vehicles, including fuel cell engines. The company plans to deploy 200,000 new-energy commercial vehicles by 2025.

Europe Expected to Witness High Growth Rate

Various companies based out of Europe are active in the automotive fuel cell system market. For instance, in March 2021, Robert Bosch GmbH announced that it was planning to develop automotive fuel cell (FC) system components and commercialize them by 2022. In addition to FC stacks, which are under development, the company stated that it would be developing integrated systems that combine the key components of fuel cell vehicles (FCV), including hydrogen gas injectors and air valves.

Moreover, in March 2021, Daimler Truck AG and the Volvo Group founded a fuel-cell joint venture. The Volvo Group acquired 50% shares in the existing Daimler Truck Fuel Cell GmbH & Co. KG at a value of around EUR 0.6 billion. The new joint venture, Cellcentric GmbH & Co. KG, is expected to be the world's leading manufacturer of fuel cells.

The companies active in the region are constantly working on new materials and new fuel cell technologies. They are also spending on the expansion of their facilities. These trends are expected to continue in the coming years, as some companies have indicated their focus on fuel cell technology by announcing their upcoming investments. For instance:

• In January 2021, Ricardo announced an initial investment of GBP 2.5 million to build a hydrogen development and test facility at its Shoreham Technical Center in the United Kingdom. The new facility will be supporting the company's existing projects in hydrogen fuel cells and green alternative fuels.
• In December 2020, Novares announced that it had developed a lightweight and affordable plastic fuel cell stack. The plastic fuel cell offers a weight-saving of 35% and a cost-saving of 25% compared to the standard metal alternatives.

Competitive Landscape

The automotive fuel cell system market is dominated by players such as Ballard Power Systems Inc., Doosan Fuel Cell Co. Ltd, Hydrogenics, and Nedstack Fuel Cell Technology BV. These companies have been expanding their businesses using new and innovative technologies to have an advantage over their competitors.

In October 2020, Doosan Fuel Cell announced its development plan to produce a solid oxide fuel cell (SOFC) to roll out a more powerful and efficient fuel cell for the Korean market. The company planned to invest USD 63 million by 2023 for this project. Ceres Power, a British SOFC technology company, signed an agreement for a joint venture with Doosan.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET DYNAMICS

• 4.1 Market Drivers
• 4.2 Market Restraints
• 4.3 Industry Attractiveness - Porter's Five Forces Analysis
  • 4.3.1 Threat of New Entrants
  • 4.3.2 Bargaining Power of Buyers/Consumers
  • 4.3.3 Bargaining Power of Suppliers
  • 4.3.4 Threat of Substitute Products
  • 4.3.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Electrolyte Type
  • 5.1.1 Polymer Electronic Membrane Fuel Cell
  • 5.1.2 Direct Methanol Fuel Cell
  • 5.1.3 Alkaline Fuel Cell
  • 5.1.4 Phosphoric Acid Fuel Cell
• 5.2 Vehicle Type
  • 5.2.1 Passenger Cars
  • 5.2.2 Commercial Vehicles
• 5.3 Fuel Type
  • 5.3.1 Hydrogen
  • 5.3.2 Methanol
• 5.4 Power Output
  • 5.4.1 Below 100 KW
  • 5.4.2 100 to 200 KW
  • 5.4.3 Above 200 KW
• 5.5 Geography
  • 5.5.1 North America
    • 5.5.1.1 United States
    • 5.5.1.2 Canada
    • 5.5.1.3 Rest of North America
  • 5.5.2 Europe
    • 5.5.2.1 Germany
    • 5.5.2.2 United Kingdom
    • 5.5.2.3 France
    • 5.5.2.4 Russia
    • 5.5.2.5 Spain
    • 5.5.2.6 Rest of Europe
  • 5.5.3 Asia-Pacific
    • 5.5.3.1 India
    • 5.5.3.2 China
    • 5.5.3.3 Japan
    • 5.5.3.4 South Korea
    • 5.5.3.5 Rest of Asia-Pacific
  • 5.5.4 South America
    • 5.5.4.1 Brazil
    • 5.5.4.2 Argentina
    • 5.5.4.3 Rest of South America
  • 5.5.5 Middle-East and Africa
    • 5.5.5.1 United Arab Emirates
    • 5.5.5.2 Saudi Arabia
    • 5.5.5.3 Rest of Middle-East and Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Vendor Market Share
• 6.2 Company Profiles*
  • 6.2.1 BorgWarner Inc.
  • 6.2.2 Nuvera Fuel Cells LLC
  • 6.2.3 Ballard Power Systems Inc.
  • 6.2.4 Hydrogenics (Cummins Inc.)
  • 6.2.5 Nedstack Fuel Cell Technology BV
  • 6.2.6 Oorja Corporation
  • 6.2.7 Plug Power Inc.
  • 6.2.8 SFC Energy AG
  • 6.2.9 Watt Fuel Cell Corporation
  • 6.2.10 Doosan Fuel Cell Co. Ltd

7 MARKET OPPORTUNITIES AND FUTURE TRENDS