汽車燃料電池系統市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)
市場調查報告書
商品編碼
1189939

汽車燃料電池系統市場——增長、趨勢、COVID-19 的影響和預測 (2023-2028)

Automotive Fuel Cell System Market - Growth, Trends, and Forecasts (2023 - 2028)

出版日期: | 出版商: Mordor Intelligence | 英文 116 Pages | 商品交期: 2-3個工作天內

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簡介目錄

2021 年汽車燃料電池系統市場價值約為 18 億美元,預計到 2027 年將達到 142 億美元,預測期內復合年增長率為 40.06%。

COVID-19 疫情對市場的影響沒有對其他汽車行業的影響那麼嚴重。 儘管封鎖期間需求下降,但市場預計將在 2021 年重拾動力,並在預測期內保持高增長。

大流行性 COVID-19 爆發並未像其他汽車行業那樣對市場造成嚴重影響。 儘管封鎖期間需求受到影響,但市場預計將在 2022 年加快步伐,並在預測期內繼續強勁增長。

隨著環境問題的日益嚴重,政府和環保機構正在製定嚴格的排放法規和立法,預計這將在未來幾年推高生產節能柴油發動機的成本。 因此,預計新型商用車柴油機板塊短期內增長乏力。

此外,使用傳統化石燃料的商用車,尤其是卡車和公共汽車,會導致交通排放量增加。 稱為低排放汽車或零排放汽車的燃料電池商用車的出現有望減少重型商用車的汽車尾氣排放。

此外,世界各地政府機構選擇綠色能源出行以遏制交通污染的舉措已成為預計在不久的將來推動燃料電池系統市場發展的關鍵因素。

主要市場趨勢

政府對清潔能源驅動市場的承諾

世界各地的政府選擇綠色能源出行以限制和減少交通污染的舉措是預計在不久的將來推動燃料電池商用車市場發展的主要驅動力。 一些政府已經啟動了鼓勵在全球範圍內使用 FCEV 的計劃,為汽車燃料電池行業的發展做出貢獻。

  • 2022 年 2 月,日本環境省宣布將支持地方政府和企業建立氫能商業聯盟。 該部與特定公司和地方政府共同實施了一個氫供應鏈平台,該平台生產低碳氫並在當地使用。 到2030年左右,在全國范圍內開展示範試驗,實現氫能供應鏈平台。
  • 2022 年 2 月,印度新能源和可再生能源部啟動了“可再生能源研究和技術開發計劃”,以支持可再生能源各個方面的研究,例如氫基交通運輸和燃料電池開發。宣布它已實施了該計劃。 該部列出了其主要發展情況。 IISc 已經建立了一個製造工廠,用於從生物質氣化中生產高純度氫氣。 ARCI 燃料電池技術中心正在建立一條用於製造 20kW PEM 燃料電池堆的集成自動化生產線。
  • 2022 年 1 月,德國政府宣布支持氫燃料卡車 CryoTRUCK 項目。 測試專家 IABG 和慕尼黑工業大學正在聯合開發一種用於長途氫卡車的帶有加氫系統的 Cryogas 氫氣罐。 為期三年半的 CryoTRUCK 項目總預算超過 2500 萬歐元,將開發和驗證用於重型燃料電池卡車的低溫壓縮氫氣 (CRYOGAS) 儲存和加油系統的第一代技術.

由於這些努力,使用燃料電池的交通工具的引入正在取得進展,市場也在向前發展。 然而,在全球市場上引入各種燃料電池汽車的主要障礙是缺乏氫基礎設施。 全球加氫站稀缺是由於高投資和傳統制氫方法導致高排放,難以遵守嚴格的能源政策法律。

新的氫氣填充基礎設施非常昂貴(儘管並不比新的甲醇或乙醇基礎設施貴很多)。 天然氣生產的氫氣比汽油便宜。 由水和電水解產生的氫氣傳統上比汽油貴,除非使用低成本的非高峰期電力或使用太陽能電池板。

預計高增長率的歐洲

歐盟 (EU) 計劃大幅減少交通部門的溫室氣體排放。 因此,多個歐洲國家已將引入燃料電池(主要是 PEMFC)等創新技術作為實現這一目標的途徑。 這有望在不久的將來為涉足該市場的燃料電池製造商帶來巨大商機。

在歐洲,該市場由 JIVE(氫能汽車聯合倡議)引領,其目標是到 2020 年在五個國家部署新的零排放燃料電池公交車和加油基礎設施。 燃料電池電動公交車是該地區和全球市場上燃料電池系統的主要應用,通過 JIVE 計劃,這些公交車的數量預計將在未來幾年增長。

  • 2021 年 3 月,Solaris 交付了德國公共交通運營商 Regionalverkehr Koln GmbH (RVK) 為 2020 年訂購的 15 輛氫燃料巴士中的第一輛。 購買氫動力 Solaris 公交車是在 JIVE 2 項目下進行的,該項目得到了聯邦交通和數字基礎設施部 (BMVI) 和 NIP2 計劃(氫和燃料電池技術國家創新計劃)的支持。。 Solaris Urbino 12 英寸氫燃料汽車配備 70kW 燃料電池,一次加氫可行駛 350 公裡。

總部位於歐洲的多家公司正在進入汽車燃料電池系統市場。

  • 2021 年 3 月,Robert Bosch GmbH 宣布計劃開發汽車燃料電池 (FC) 系統組件,並在 2022 年之前將其商業化。 除了目前正在開發的 FC Stack 之外,該公司還計劃開發一個集成系統,該系統結合了燃料電池汽車 (FCV) 的主要部件,例如氫氣噴射器和空氣閥。
  • 此外,2021 年 3 月,戴姆勒卡車股份公司和沃爾沃集團成立了一家燃料電池合資企業。 沃爾沃集團收購了現有 Daimler Truck Fuel Cell GmbH & Co.KG 50% 的股份。 以約 6 億歐元收購 KG 的股份。 新合資企業 Cellcentric GmbH &Co.KG 有望成為全球領先的燃料電池製造商之一。

在該地區運營的公司不斷致力於開發新材料和新燃料電池技術。 我們還花錢擴建我們的設施。 一些公司已經宣布了未來的投資,並表現出對燃料電池技術的高度關注,預計這一趨勢將繼續下去。

競爭格局

汽車燃料電池系統市場由 Ballard Power Systems Inc.、Doosan Fuel Cell、Hydrogenics 和 Nedstack Fuel Cell Technology BV 等公司主導。 這些公司利用新技術和創新技術擴大了業務,以在競爭者中獲得優勢。

  • 2021 年 2 月,Ballard Power Systems 與 Chart Industries Inc 宣布將為運輸行業提供液氫 (LH2) 車載存儲和存儲,主要用於公共汽車、卡車、鐵路、船舶,簽署聯合開發包括增油燃料電池發動機在內的綜合系統解決方案的諒解備忘錄。
  • 2021 年 2 月,ACCIONA SA 和 Plug Power Inc 簽署了一份諒解備忘錄,以成立一家總部位於馬德裡的 50/50 合資企業 (JV)。 該合資企業將成為領先的綠色氫能平台,為西班牙和葡萄牙的客戶提供服務,為多個終端市場提供具有成本效益的綠色氫能。

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

  • 調查先決條件
  • 調查範圍

第2章研究方法論

第 3 章執行摘要

第4章市場動態

  • 市場驅動力
  • 市場製約因素
  • 產業吸引力 - 波特五力分析
    • 新進入者的威脅
    • 買方/消費者議價能力
    • 供應商的議價能力
    • 替代品的威脅
    • 競爭公司之間的敵對關係

第 5 章市場細分

  • 電解質類型
    • 聚合物電解質膜燃料電池
    • 直接甲醇燃料電池
    • 鹼性燃料電池
    • 磷酸燃料電池
  • 汽車模型
    • 乘用車
    • 商用車
  • 燃料類型
    • 氫氣
    • 甲醇
  • 輸出
    • 100KW 或以下
    • 100~200KW
    • 200KW以上
  • 按地區
    • 北美
      • 美國
      • 加拿大
      • 其他北美地區
    • 歐洲
      • 德國
      • 英國
      • 法國
      • 俄羅斯
      • 西班牙
      • 其他歐洲地區
    • 亞太地區
      • 印度
      • 中國
      • 日本
      • 韓國
      • 其他亞太地區
    • 南美洲地區
      • 巴西
      • 阿根廷
      • 其他南美洲
    • 中東和非洲
      • 阿拉伯聯合酋長國
      • 沙特阿拉伯
      • 其他中東和非洲地區

第6章競爭格局

  • 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 市場機會與今後動向

簡介目錄
Product Code: 46343

The automotive fuel cell system market was valued at around USD 1.8 billion in 2021, and it is expected to reach USD 14.2 billion by 2027, registering a CAGR of 40.06% 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 pandemic COVID-19 outbreak has not had as severe an impact on the market as it has on other vehicle categories. Demand suffered during the lockdown period, but it is projected that the market will regain pace in 2022 and that significant growth will continue throughout the forecast period.

With the growing environmental concerns, 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 vehicular emissions emitted by heavy commercial vehicles.

Moreover, initiatives by government bodies around the world to opt for green energy mobility in order to curtail and curb transportation pollution is a key factor that is projected to drive the fuel cell system market in the near future.

Key Market Trends

Government Initiatives for Clean Energy is Driving the Market

Government initiatives throughout the world to choose green energy mobility in order to restrict and reduce transportation pollution is a crucial driver that is expected to boost the fuel cell commercial vehicle market in the near future. Several governments are already laying out plans throughout the world to encourage FCEVs on the road will also help the automotive fuel cell industry grow.

  • In February 2022, Japan's Ministry of the Environment announced that it would support local governments and companies in the establishment of a hydrogen business consortium. The ministry has been jointly implementing a hydrogen supply chain platform that generates low-carbon hydrogen and utilizes it in the region with certain companies and local governments. It aims to realize the hydrogen supply chain platform after conducting demonstrations across Japan by around 2030.
  • In February 2022, the Indian Ministry of New and Renewable Energy announced that it implemented the "Renewable Energy Research and Technology Development" program to support research in various aspects of renewable energy, including inter-alia hydrogen-based transportation and fuel cell development. The ministry listed some of its major development. IISc has established a production plant for high purity hydrogen generation through biomass gasification. ARCI Centre for Fuel Cell Technologies is setting up an integrated automated manufacturing line for producing 20 kW PEM Fuel Cell stacks.
  • In January 2022, the German government announced support for the CryoTRUCK project for hydrogen trucks. The testing specialist IABG and the Technical University of Munich are jointly developing a CRYOGAS hydrogen gas tank with a refueling system for hydrogen trucks in long-distance transport. The three-and-a-half-year CryoTRUCK project, which has a total budget of more than EUR 25 million, will develop and validate a first-generation technology for cryogenic compressed hydrogen gas (CRYOGAS) storage and refueling system in heavy-duty fuel cell trucks.

Such initiatives are driving the market forward by increasing the adoption of fuel-cell transportation. However, the major obstacle to the introduction of a wide range of fuel cell vehicles in the global market is the lack of hydrogen infrastructure. Factors for fewer hydrogen refueling stations around the world are the involvement of high investment and conventional production methods of hydrogen, which is leading to high emission levels and making it difficult to be in line with the stringent Energy Policy Act.

Establishing a new hydrogen refueling infrastructure is extremely costly (but not any costlier than establishing a methanol or ethanol infrastructure). Hydrogen that is produced from natural gas can be cheaper than gasoline. Hydrogen produced from water and electricity via hydrolysis is more expensive than gasoline using conventional methods unless low-cost off-peak electricity is used or solar panels are employed.

Europe Expected to Witness High Growth Rate

The European Union plans to reduce GHG emissions from the transportation sector significantly. As a result, several countries in Europe have identified the implementation of innovative technologies, such as fuel cells (primarily PEMFC), as a way to meet these objectives. This, in turn, is expected to provide a significant opportunity for the fuel cell manufacturers involved in the market in the near future.

In Europe, the market is driven by the JIVE (Joint Initiative for hydrogen Vehicles), which seeks to deploy new zero-emission fuel cell buses and refueling infrastructure across five countries by 2020. Fuel cell electric buses are the major application of fuel cell systems in the region and global market, and through the JIVE program, the number of these buses is expected to increase in the coming years.

  • In March 2021, Solaris delivered the first of a total of 15 hydrogen buses ordered in 2020 by public transport operator Regionalverkehr Koln GmbH (RVK) in Germany. The purchase of hydrogen-powered Solaris buses is under the JIVE 2 project, with the support of the Federal Ministry of Transport and Digital Infrastructure (BMVI) and the NIP2 program (National Innovation Program for Hydrogen and Fuel Cell Technology). The Solaris Urbino 12 hydrogen vehicles use a set of 70 kW fuel cells, by which the bus can cover up to 350 km on a single refill.

Various companies based out of Europe are active in the automotive fuel cell system market.

  • 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.

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 February 2021, Ballard Power Systems signed a non-binding memorandum of understanding (MOU) with Chart Industries Inc. for the joint development of integrated system solutions, which include a fuel cell engine with onboard liquid hydrogen ("LH2") storage and vaporization for the transportation industry mainly for heavy-duty applications, including buses, trucks, rail, and marine vessels.
  • In February 2021, ACCIONA SA and Plug Power Inc. signed a memorandum of understanding (MOU) to launch a 50-50 joint-venture (JV) headquartered in Madrid. This JV will be a leading green hydrogen platform serving clients in Spain and Portugal, which will provide cost-efficient green hydrogen to multiple end markets.

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
    • 5.4.2 100-200 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