固體氧化物燃料電池 (SOFC) 市場 - 增長、趨勢、COVID-19 的影響和預測 (2023-2028)

固體氧化物燃料電池 (SOFC) 市場將在 2020 年增長至 3.8486 億美元，在 2027 年達到 23.05 億美元，預測期 (2022-2027) 預計將繼續以復合年增長率為2020 年超過 24.5%。

COVID-19 大流行對燃料電池市場產生了多重影響。 印度等一些國家在運輸和商業部門部署燃料電池方面出現了項目延誤。 例如，受疫情影響，2020年國家氫能路線圖目標未能實現。 另一方面，在歐洲，由於醫療設施和家用微型 CHP 系統的採用率很高，基於 SOFC 的燃料電池市場正在加速發展。 SOFC 的能量轉換效率高於其他發電能源，並且長期穩定，因此預計未來市場將繼續擴大。 然而，與鹼性燃料電池相比，它們的成本較高可能是市場上的一個限制因素。

主要亮點

• CHP（熱電聯產）系統預計將在未來幾年主導市場，因為它們適合在高溫下使用。
• 技術裡程碑為市場提供了充足的機會。 例如，Phillips 66 公司獲得了美國能源部 (DOE) 的 300 萬美元撥款，用於開發高性能可逆固體氧化物燃料電池 (SOFC)。 該公司計劃與佐治亞理工學院合作，論證該系統產生氫氣和電力的可行性。
• 由於政府對清潔能源的優惠政策，亞太地區很可能在這一不斷變化的情景中佔據主要份額。

固體氧化物燃料電池 (SOFC) 的市場趨勢

熱電聯產系統有望主導市場

• 固體氧化物燃料電池 (SOFC) 是家庭和企業固定發電系統的理想選擇。 然而，與其他燃料電池不同，它們在高溫下的高效率使其適用於熱電聯產系統（熱電聯產）。
• 在美國和歐洲，微型熱電聯產系統的引入速度加快，顯著減少了二氧化碳排放量。 在英國，2010 年記錄的二氧化碳排放量約為 9 噸，通過合格的熱電聯產系統減少至約 4 噸。
• 這項技術在住宅和設施領域的發展勢頭也越來越強勁。 2020 年 11 月，康明斯公司宣布獲得兩項總計 460 萬美元的聯邦撥款，用於推進其固體氧化物燃料電池 (SOFC) 技術在美國的商業化。 “基於燃料電池的熱電聯產系統的引入將使商業和工業客戶能夠在能源彈性的同時最大限度地減少他們的碳足跡並降低他們的運營成本。”
• 此外，2020 年 3 月，在英國開發了使用 Ceres 的固體氧化物燃料電池 (SOFC) 技術的熱電聯產系統後，我們開始維護以針對日本市場的商業建築部門部署。我們宣布提供支持。

*此舉預計將推動未來對熱電聯產系統的需求。

亞太地區主導市場

• 由於政府支持國內能源結構中的可持續資源，預計亞太地區的燃料電池部署增長最快。 日本在燃料電池的廣泛應用方面處於該地區領先地位，從數據中心的備用服務到家庭的熱電聯產系統。
• 2020 年，日本政府宣布了通過實現碳中和實現 2050 年綠色增長戰略，目標是到 2030 年引入多達 300 萬噸氫氣，到 2050 年引入多達 2000 萬噸氫氣。底部。 氫的高可用性將成為該國燃料電池市場增長的催化劑。
• 此外，中國超大規模平台的興起正在加速國內數據中心的發展。 中國每 100 人擁有 50 名互聯網用戶，展示了市場潛力和連接生態系統，引領固體氧化物燃料電池 (SOFC) 市場。 亞馬遜網絡服務投資 16 億美元在印度建立兩個數據中心，其中大部分投資用於高端計算機和存儲單元。
• 這些新興市場的發展預計將促進該地區固體氧化物燃料電池 (SOFC) 市場的增長。

固體氧化物燃料電池 (SOFC) 市場競爭對手分析

固體氧化物燃料電池 (SOFC) 市場分散。 主要公司包括 Mitsubishi Hitachi Power Systems Ltd.、DuPont de Nemours Inc.、Bloom Energy Corp.、Sunfire GmbH、Convion Ltd 和 Elcogen AS。

其他好處

• Excel 格式的市場預測 (ME) 表
• 3 個月的分析師支持

內容

第一章介紹

• 調查範圍
• 市場定義
• 調查假設

第二章研究方法論

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
• 政府法規和政策
• 市場動態
  • 司機
  • 約束因素
• 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

• 申請
  • 熱電聯產系統
  • 工業
  • 交通
  • 儲能
• 地區
  • 北美
  • 歐洲
  • 亞太地區
  • 南美洲
  • 中東

第六章競爭格局

• 併購、合資、合作、協議
• 主要參與者採用的策略
• 公司簡介
  • DuPont de Nemours Inc.
  • Mitsubishi Hitachi Power Systems Ltd
  • Watt Fuel Cell Corp.
  • Sunfire GmbH
  • Bloom Energy Corp.
  • Elcogen AS
  • Convion Ltd
  • Hexis SA
  • H2E Power Systems Inc.
  • Ceres Power Holdings PLC

第7章 市場機會未來動向

The solid oxide fuel cells market was valued at USD 384.86 million in 2020, and it is expected to reach USD 2300.50 million by 2027, registering a CAGR of more than 24.5% during the forecast period (2022-2027). The COVID-19 pandemic had a mixed effect on the fuel cells market. In some countries, like India, project delays were witnessed in the deployment of fuel cells in the transportation and commercial sectors. For example, the goals of the National Hydrogen Energy Roadmap could not be achieved in 2020 due to the pandemic. On the other hand, in Europe, the market for SOFC-based fuel cells witnessed an acceleration due to the high deployment of the technology in medical centers and residential micro-CHP systems. The SOFC market is likely to grow in the future due to the energy conversion efficiency of the cells compared to other power generation sources and long-term stability. However, the market can be constrained due to the current high cost of the technology compared to alkaline fuel cells.

Key Highlights

• CHP (Combined Heat and Power) systems are expected to dominate the market in the coming years due to the suitability of the cells for high-temperature applications.
• The technological milestones create ample opportunities for the market. For instance, Phillips 66 Company received a USD 3 million grant from the US Department of Energy (DOE) to develop high-performance reversible solid oxide fuel cells. The company will collaborate with the Georgia Institute of Technology to demonstrate the feasibility of this system for hydrogen and electricity generation. ​
• The Asia-Pacific region is likely to have the major share in this evolving scenario due to the favorable government policies for cleaner power supply sources.

Solid Oxide Fuel Cells Market Trends

CHP Systems Expected to Dominate the Market

• Solid oxide fuel cells are best suited for stationary power generation systems for homes and businesses. However, their high-temperature efficiency distinguishes them from other fuel cells used for such purposes, making them best suited for cogeneration systems or combined heat and power systems.
• The United States and Europe witnessed a constant acceleration in the installed micro-CHP systems, which reduced carbon-dioxide emissions to a great level. In the United Kingdom, the CO2 emissions were recorded at around nine metric ton in 2010, which were reduced to around four metric ton with the qualifying CHP systems.
• The technology is gaining momentum in the residential sector and the institutional segment. In November 2020, Cummins Inc. announced that it received two federal grants of a total of USD 4.6 million to advance the commercialization of solid oxide fuel cell (SOFC) technology in the United States to help commercial and industrial customers minimize their carbon impact while providing energy resiliency and cutting costs in their businesses by installing fuel cell-based CHP systems.
• Furthermore, in March 2020, after developing the CHP system with Ceres' solid oxide fuel cell technology in the United Kingdom, MIURA CO. LTD announced the maintenance support for the deployment in the Japanese market, targeting the commercial building sector.

* Such developments are expected to boost the demand for CHP systems in the future.

Asia-Pacific to Dominate the Market

• Asia-Pacific is expected to have the highest growth in the deployment of fuel cells due to the government's support for sustainable sources in the domestic energy mix. Japan is leading in the region with vast applications of fuel cells, ranging from backup services for data centers and combined heat and power systems for homes.
• In 2020, the Japanese government published the" Green Growth Strategy Through Achieving Carbon Neutrality in 2050", which states that the country aims to introduce up to 3 million ton of hydrogen before 2030 and up to 20 million ton before 2050. The high hydrogen availability acts as a catalyst for the country's fuel cells market's growth.
• China has also witnessed a rise in its hyper-scale platforms, which has accelerated the growth of data centers in the country. China has 50 internet users per 100 population, indicating scope for development and the connectivity ecosystem, thus driving the solid oxide fuel cells market. Amazon Web Services is investing USD 1.6 billion to set up two data centers in India, with much of the investment going toward high-end computer and storage units.
• Such developments are likely to elevate the growth of the solid oxide fuel cells market in the region.

Solid Oxide Fuel Cells Market Competitor Analysis

The solid oxide fuel cells market is fragmented. Some of the major companies in the market include Mitsubishi Hitachi Power Systems Ltd, DuPont de Nemours Inc., Bloom Energy Corp., Sunfire GmbH, Convion Ltd, and Elcogen AS.

Additional Benefits:

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

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Scope of the 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 Government Policies and Regulations
• 4.5 Market Dynamics
  • 4.5.1 Drivers
  • 4.5.2 Restraints
• 4.6 Supply Chain Analysis
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Bargaining Power of Suppliers
  • 4.7.2 Bargaining Power of Consumers
  • 4.7.3 Threat of New Entrants
  • 4.7.4 Threat of Substitutes Products and Services
  • 4.7.5 Intensity of Competitive Rivalry

5 MARKET SEGMENTATION

• 5.1 Application
  • 5.1.1 CHP Systems
  • 5.1.2 Industrial
  • 5.1.3 Transportation
  • 5.1.4 Energy Storage
• 5.2 Geography
  • 5.2.1 North America
  • 5.2.2 Europe
  • 5.2.3 Asia-Pacific
  • 5.2.4 South-America
  • 5.2.5 Middle-East

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 DuPont de Nemours Inc.
  • 6.3.2 Mitsubishi Hitachi Power Systems Ltd
  • 6.3.3 Watt Fuel Cell Corp.
  • 6.3.4 Sunfire GmbH
  • 6.3.5 Bloom Energy Corp.
  • 6.3.6 Elcogen AS
  • 6.3.7 Convion Ltd
  • 6.3.8 Hexis SA
  • 6.3.9 H2E Power Systems Inc.
  • 6.3.10 Ceres Power Holdings PLC

7 MARKET OPPORTUNITIES AND FUTURE TRENDS