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1195632

空氣分離設備市場 - 增長、趨勢、COVID-19 的影響、預測 (2023-2028)

Air Separation Unit Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 150 Pages | 商品交期: 2-3個工作天內

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簡介目錄

空分設備市場預計到今年年底將達到約 50.4 億美元,並預計在預測期內以 4.82% 的複合年增長率增長。

COVID-19 大流行對供應鏈運營產生了重大影響,由於全球為控制病毒而實施的封鎖措施導致工業和製造設施關閉。 然而,預計在預測期內市場將以穩定的速度增長。

主要亮點

  • 從中期來看,工業氣體需求的增加以及鋼鐵和加工業的增長預計將推動預測期內的市場增長。
  • 另一方面,由於供應高純度工業氣體的成本巨大,一些運營商正在轉向具有成本效益的空氣分離技術,例如變壓吸附 (PSA)。這可能成為設備的製約因素市場。
  • 沙特阿拉伯、阿拉伯聯合酋長國和南非等國家/地區的城市化和工業化活動經歷了高速增長,類似的模式預計將在未來繼續存在。 預計這將為空分裝置廠商帶來增長機會,尤其是在煉油、製造、醫療保健、電子(特別是光伏晶圓)和食品飲料等行業。 因此,中東地區不斷增加的工業開發活動將為未來幾年空分裝置市場的參與者提供良好的市場機會。
  • 在預測期內,預計亞太地區將主導市場,其中大部分需求來自印度、中國等國家/地區。

空分設備市場趨勢

鋼鐵終端用戶市場需求旺盛

  • 鋼鐵行業是 ASU 的主要消費者之一。 鋼鐵生產需要大量氧氣,其中大部分是使用 ASU 技術從空氣中供應的。
  • 據估計,世界上超過一半的鋼鐵生產是在鹼性氧氣工藝 (BOP) 中完成的,該工藝使用純氧將高爐鐵水和廢料轉化為鐵。 因此,大多數鋼廠安裝大型空分裝置以滿足氧氣需求,並在工廠運營中發揮重要作用。
  • 鋼鐵行業是現代工業增長的驅動力之一,鋼鐵產量在過去十年中穩步增長。 據世界鋼鐵協會預測,2021年全球鋼鐵產量將達到1.51億噸,同比增長3.77%。 2012-2021 年,全球鋼鐵產量的複合年增長率為 2.52%。 在全球範圍內,前五名鋼鐵生產國是中國(1032.8 噸)、印度(118.1 噸)、日本(96.3 噸)、美國(86 噸)和俄羅斯(76 噸),佔全球產量的 72%。 .
  • 每個鋼廠都需要大型 ASU,而這些設備是能源密集型設備,因此優化能源消耗成為一項重大挑戰。 此外,鋼鐵生產需要不同純度的氧氣,因此保持氧氣純度也是一項重大挑戰。
  • 預計中國、印度、非洲和東盟國家等新興經濟體的鋼鐵需求最高,這些國家正在迅速實現工業化並大力投資大型基礎設施項目。
  • 2022 年 3 月,Inox Air Products 宣布已獲得在印度鋼鐵公司 (SAIL) 位於賈坎德邦的博卡羅工廠建造印度最大的新建制氧廠的合同。 該工廠總投資 750 億盧比,日產工業氣體 2,150 噸。 分解為氣態氧2000噸、液氧150噸、氣態氮1200噸、氬氣100噸。
  • Inox Air 之前被 ArcelorMittal Nippon Steel India Pvt 選擇。 價值 300 億印度盧比的 ASU 將能夠生產 700 噸/天的氣態氧、300 噸/天的氣態氮以及其他液態氣體。
  • 在預測期內,鋼廠的如此大的投資和新的 ASU 建設項目預計將推動全球 ASU 市場的鋼鐵行業。
  • 因此,基於上述因素,預計在預測期內,鋼鐵終端用戶細分市場將在全球空分裝置市場呈現出巨大的需求。

預計亞太地區將主導市場

  • 亞太地區在空分設備市場中所佔份額最大,預計在預測期內將保持主導地位。
  • 中國是世界第二大石油消費國和世界第六大石油生產國。 近 50% 的油氣需求來自進口,中國正在四川盆地等多個內陸頁巖盆地開發國內儲量,以減少對能源進口的依賴並提高能源安全。我們正在努力最大限度地發揮潛力 2019-2020年中國頁巖產量將同比增長近30%,2020年頁巖氣產量近200億立方米。
  • 中國的頁巖革命創造並擴大了前所未有的石化產能。 因此,中國正在大力投資煉油和石化基礎設施,以滿足國內需求並減少國內工業的石化加工。 隨著食品包裝、服裝、化妝品和化肥等行業對塑料和其他石化產品的需求持續增長,需要提高煉油能力以滿足不斷增長的需求。
  • 中國一直在建設新的煉油廠,併升級和增加舊煉油廠的產能。 截至 2021 年 10 月,中國正在建設近 180 萬桶/日的新煉油產能,其中大部分預計將在 2022 年投產。 此外,中國的幾家煉油廠正在進行擴建和升級工作。
  • 由於國內電子製造業(例如光伏)的強勁增長、煉油和石化產能的增加以及醫療成本的上漲,中國對工業氣體的需求正在顯著增加。預計它將引領該地區的市場。
  • 2021 年 2 月,Air Liquide 宣布了其在中國最大的空分裝置的計劃。 公司將投資約1億歐元在中國張家港建設一座日供氧3800噸的全新空分裝置。 該設施將為電子產品的生長提供氪氣和氙氣,並為其他工業和商業活動提供空氣氣體。
  • 此外,印度的目標是從 2025 年到 2030 年每年生產 3 億噸鋼材。 預計印度鋼鐵產量的增加將增加對工業氣體的需求,尤其是氧氣,這可能會在預測期內推動該國對空氣分離裝置的需求。。
  • 2022 年 2 月,林德印度有限公司與 ESL 鋼鐵有限公司簽署了一份為期 15 年的合同,向鋼廠供應約 800 噸/天的氧氣和約 900 噸/天的氮氣。 林德印度公司將在 ESL Limited 位於 Bokaro 的鋼廠安裝現場空分裝置。
  • 2022 年 1 月,液化空氣集團 (Air Liquide) 宣布將投資約 350 億印度盧比,在印度北方邦科希市建設一個空分裝置,專門用於工業貿易公司的活動。 該設備的生產能力為每天 350 噸,最多可供應 300 噸氧氣。 該工廠計劃於 2023 年底開始運營。
  • 因此,鋼鐵、石油和天然氣以及化工最終用戶(主要位於中國和印度)的需求預計會增加,而這些地區對空氣分離裝置的需求預計也會增長。

空分設備市場競爭者分析

空分設備市場較為分散。 市場上的主要參與者(排名不分先後)包括 Linde AG、Messer Group GmbH、SIAD Macchine Impianti SpA、Air Products and Chemicals Inc 和 Air Liquide SA。

其他好處

  • Excel 格式的市場預測 (ME) 表
  • 三個月的分析師支持

內容

第1章介紹

  • 調查範圍
  • 市場定義
  • 調查假設

第2章研究方法論

第 3 章執行摘要

第 4 章市場概述

  • 介紹
  • 到 2027 年的市場規模和需求預測(單位:億美元)
  • 近期趨勢和發展
  • 市場動態
    • 司機
    • 約束因素
  • 行業供應鏈分析
  • 波特的五力分析
    • 供應商的議價能力
    • 消費者的議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場細分

  • 過程
    • 低溫蒸餾
    • 非低溫蒸餾
  • 煤氣
    • 氮氣
    • 氧氣
    • 氬氣
    • 其他氣體
  • 最終用戶
    • 化學工業
    • 石油和天然氣行業
    • 鋼鐵行業
    • 其他最終用戶
  • 地區
    • 北美
    • 亞太地區
    • 歐洲
    • 中東
    • 南美洲

第6章競爭格局

  • 併購、合資、合作、協議
  • 主要參與者採用的策略
  • 公司簡介
    • Linde AG
    • Messer Group GmbH
    • Siad Macchine Impianti Spa
    • Shanghai Chinllenge Gases Co. Ltd
    • Taiyo Nippon Sanso Corporation
    • Air Liquide SA
    • Air Products and Chemicals Inc.
    • Universal Industrial Plants Mfg Co. Pvt Ltd
    • Bhoruka Gases Limited
    • Sichuan Air Separation Plant Group

第7章 市場機會與將來動向

簡介目錄
Product Code: 50922

The market for air separation units is expected to reach around USD 5.04 billion by the end of the year and is projected to grow at a CAGR of 4.82% during the forecast period.

The COVID-19 pandemic had a profound impact on supply chain operations, with closure of industrial and manufacturing facilities due to the lockdowns enforced all over the world to control the virus. However, the market is expected to grow at a steady pace during the forecast period.

Key Highlights

  • In the medium term, factors such as increasing demand for industrial gases, spurred by the growth in steel and process industries are likely to drive the market growth during the forecast period.
  • On the flip side, since the cost to supply high-purity industrial gases is huge, several operating companies are shifting toward alternate air separation techniques such as pressure swing adsorption (PSA) as a cost-effective solution that may restrain the market for air separation units.
  • Countries such as Saudi Arabia, the United Arab Emirates, and South Africa have been witnessing a high growth rate of urbanization and industrialization activities and are expected to continue with a similar pattern, which is expected to offer growth opportunities for air separation unit players, particularly from sectors, such as refinery, manufacturing, healthcare, electronics (solar PV wafers in particular), and food and beverages, among others. Therefore, the increase in industrial development activities in the Middle-Eastn region presents a good market opportunity for air separation unit market players in the coming years.
  • Asia-Pacific is expected to dominate the market during the forecast period, with the majority of the demand coming from countries like India, China, etc.

Air Separation Unit Market Trends

Iron and Steel End-user Segment to Witness Significant Demand

  • The iron and steel industry is one of the major consumers of ASUs, as steel production requires massive amounts of oxygen, most of which is sourced from the air using ASU technology.
  • It is estimated that more than half of the global steel production is done using the basic oxygen process (BOP), which uses pure oxygen to convert a charge of liquid blast-furnace iron and scrap into steel. Hence, to cater to the oxygen demand, most steel plants install large ASUs, which form a critical part of plant operations.
  • The iron and steel industry is one of the drivers of modern industrial growth, and the production of steel has been growing steadily over the past decade. According to the World Steel Association, the global production of steel reached 1951 million metric ton during 2021, displaying a Y-o-Y growth rate of 3.77%. Over the period of 2012-2021, global steel production has grown at a CAGR of 2.52% Globally, the top five largest producers of steel are China (1032.8 MT), India (118.1), Japan (96.3 MT), United States (86 MT) and Russia (76 MT), accounting for nearly 72% of the global production.
  • As all steel plants require large-scale ASUs, and these units are highly energy-intensive, the optimization of energy consumption is a major challenge. Additionally, maintaining the purity of oxygen is also a major challenge, as different purities are required for steel production.
  • The demand for steel is expected to be highest among developing economies, such as China, India, Africa and the ASEAN countries, which are industrializing fast and investing heavily in large-scale infrastructure projects.
  • In March 2022, INOX Air Products Ltd announced that it had won a contract to construct India's largest Greenfield Oxygen Plant in India at Steel Authority of India's (SAIL) Bokaro plant in Jharkhand. Being built at a total investment of INR 750 crore, the plant will generate 2150 tonnes per day (TPD) of Industrial Gases, including 2000 TPD of Gaseous Oxygen, 150 TPD of Liquid Oxygen, 1200 TPD of Gaseous Nitrogen & 100 TPD of Argon.
  • Previously, in February 2021, INOX Air was selected by Arcelor Mittal l Nippon Steel India Ltd to set up its 5th cryogenic air separation unit at Hazira Steel Plant. The ASU, being built at an investment of INR 300 crores, would have the capacity to generate 700 TPD of Gaseous Oxygen and 300 TPD of Gaseous Nitrogen along with other liquid gases.
  • Such large investments and projects for the construction of new ASUs in steel plants is expected to drive the iron and steel segment of the Global ASU market during the forecast period.
  • Therefore, based on the above-mentioned factors, the iron and steel end-user segment is expected to witness significant demand for the global air separation unit market during the forecast period.

Asia-Pacific Expected to Dominate the Market

  • Asia-Pacific accounted for the largest share of the air separation unit market and is expected to continue its dominance during the forecast period as well.
  • China is the world's second-largest oil consumer, but the sixth-largest producer of oil. It imports nearly 50% of its hydrocarbon demand and to reduce dependence on energy imports and improve energy security, China has been trying to maximize its shale potential by exploiting its domestic reserves across various inland shale basins, such as the Sichuan basin. China's shale production grew by nearly 30% Y-o-Y from 2019 to 2020, producing nearly 20 billion cubic metres (bcm) of shale gas in 2020.
  • The shale revolution in China has resulted in an unprecedented petrochemical capacity creation and expansion. As a result, China has made significant investments in its refining and petrochemical infrastructure, as it tries to placate domestic demand and reduce the petrochemical process for domestic industries. Due to an ever-rising demand for plastics and other petrochemicals from industries such as food packaging, clothing, cosmetics and fertilizers, refining capacity has to be increased to handle the growing demand.
  • China has been constructing new refineries and upgrading and adding capacity in older refineries. As of October 2021, nearly 1.8 million bpd of new refining capacity is under-construction in China, with most of them expected to come online during 2022. Additionally, expansion and upgradation operations are ongoing at multiple Chinese refineries.
  • China is expected to lead the market in Asia-Pacific due to its significant growth in electronics manufacturing (like solar PV etc.) domestically, increasing refining and petrochemical capacity, and increasing healthcare expenditure, which has significantly increased the demand for industrial gases.
  • In February 2021, Air Liquide unveiled plans for its largest air separation unit in China. The company will invest approximately EUR 100 million in a brand-new air separation unit in Zhangjiagang City, China, with a daily capacity of 3,800 tons of oxygen. This facility is likely to supply krypton and xenon to the growing electronics, as well as other air gases for industrial merchant activities.
  • Moreover, India aims to achieve 300 million metric tons of steel annually by 2025-2030. The increasing steel production in India is expected to increase the demand for industrial gasses, particularly oxygen, which in turn is likely to drive the demand for air separation units in the country during the forecast period.
  • In February 2022, Linde India Limited entered into a 15-year agreement with ESL Steel Limited for the supply of about 800 mt per day of oxygen and 900 mt per day of nitrogen to the steel mill. Linde India will set up an on-site air separation unit at ESL Limited's steel mill at Bokaro.
  • In January 2022, Air Liquide announced an investment of about INR 350 crore in a new air separation unit dedicated to industrial merchant activities in Kosi, Uttar Pradesh, India. This unit will have a production capacity of 350 tons per day with a maximum of 300 tons of oxygen. The plant is likely to be operational by the end of 2023.
  • As a result, the increasing uptake of air separation units from the iron and steel, oil and gas, and chemical end-user segments, majorly from China and India, is expected to increase the demand for air separation units in the region.

Air Separation Unit Market Competitor Analysis

The air separation unit market is moderately fragmented. Some of the major players in the market (in no particular order) include Linde AG, Messer Group GmbH, SIAD Macchine Impianti SpA, Air Products and Chemicals Inc., and Air Liquide SA.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Scope of Study
  • 1.2 Market Definition
  • 1.3 Study Assumptions

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET OVERVIEW

  • 4.1 Introduction
  • 4.2 Market Size and Demand Forecast in USD billion, till 2027
  • 4.3 Recent Trends and Developments
  • 4.4 Market Dynamics
    • 4.4.1 Drivers
    • 4.4.2 Restraints
  • 4.5 Industry Supply Chain Analysis
  • 4.6 Porter's Five Forces Analysis
    • 4.6.1 Bargaining Power of Suppliers
    • 4.6.2 Bargaining Power of Consumers
    • 4.6.3 Threat of New Entrants
    • 4.6.4 Threat of Substitutes Products and Services
    • 4.6.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

  • 5.1 Process
    • 5.1.1 Cryogenic Distillation
    • 5.1.2 Non-cryogenic Distillation
  • 5.2 Gas
    • 5.2.1 Nitrogen
    • 5.2.2 Oxygen
    • 5.2.3 Argon
    • 5.2.4 Other Gases
  • 5.3 End User
    • 5.3.1 Chemical Industry
    • 5.3.2 Oil and Gas Industry
    • 5.3.3 Iron and Steel Industry
    • 5.3.4 Other End Users
  • 5.4 Geography
    • 5.4.1 North America
    • 5.4.2 Asia-Pacific
    • 5.4.3 Europe
    • 5.4.4 Middle-East
    • 5.4.5 South America

6 COMPETITIVE LANDSCAPE

  • 6.1 Mergers and Acquisitions, Joint Ventures, Collaborations, and Agreements
  • 6.2 Strategies Adopted by Leading Players
  • 6.3 Company Profiles
    • 6.3.1 Linde AG
    • 6.3.2 Messer Group GmbH
    • 6.3.3 Siad Macchine Impianti Spa
    • 6.3.4 Shanghai Chinllenge Gases Co. Ltd
    • 6.3.5 Taiyo Nippon Sanso Corporation
    • 6.3.6 Air Liquide SA
    • 6.3.7 Air Products and Chemicals Inc.
    • 6.3.8 Universal Industrial Plants Mfg Co. Pvt Ltd
    • 6.3.9 Bhoruka Gases Limited
    • 6.3.10 Sichuan Air Separation Plant Group

7 MARKET OPPORTUNITIES AND FUTURE TRENDS