電解槽供需展望－綠色氫氣生產技術：全球產能與收入預測（2023-2032）

本報告分析了未來10年全球電解槽市場的供需趨勢，並提供了電解槽累計裝置容量、年收入和平均係統資本支出（2023年至2032年）的預測，以及電解槽的預測。同期公佈的電解槽，我們將匯總並提供有關生產能力的資訊。這些數據有助於 Guidehouse Insights 評估全球主要市場的製造商、專案開發商和其他利害關係人所面臨的機會和挑戰。

目錄

第一章執行摘要

• 市場概況
• 市場預測

第二章 市場問題

• 促進者
• 阻礙因素
• 價錢

第三章 技術問題

• 技術概述
  • 鹼性電解槽
  • 聚合物電解質膜（PEM）電解槽
  • 固態氧化物電解槽
  • 陰離子交換膜電解槽
  • 電解槽新技術
• 技術選型
• 製造商選擇
• 模組尺寸的演變
• 製造業自動化的進步

第四章 政策問題

• 介紹
  • 美國
  • 加拿大
  • 歐盟 (EU)
  • 英國
  • 中國
  • 日本
  • 印度
  • 澳大利亞

第五章產業價值鏈

• 製造商
• 其他公司
• 業務合作與合資 (JV) 協議
• 製造能力

第六章市場預測

• 分析方法
• 世界市場概覽
• 區域市場概況
  • 北美
  • 歐洲
  • 亞太地區
  • 拉丁美洲
  • 中東/非洲

第 7 章結論和建議

• 重點
• 推薦
  • 電解槽製造商
  • 專案開發商
  • 投資者

第 8 章 首字母縮寫詞和縮寫詞列表

第9章 目錄

第10章圖表

第十一章 研究範圍、資料來源、研究方法及註釋

This report provides an analysis of electrolyzer supply and demand dynamics over the coming decade. It includes forecasts for cumulative electrolyzer capacity deployments, annual revenues, and average system CAPEX between 2023 and 2032, as well as information on announced manufacturing capacity over the same period. This data informs Guidehouse Insights' assessment of the opportunities and challenges faced by manufacturers, project developers, and other hydrogen stakeholders in key global markets.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Drivers
• 2.2 Barriers
• 2.3 Pricing

3. Technology Issues

• 3.1 Technology Overview
  • 3.1.1 Alkaline Electrolyzers
  • 3.1.2 Polymer Electrolyte Membrane Electrolyzers
  • 3.1.3 Solid Oxide Electrolyzers
  • 3.1.4 Anion Exchange Membrane Electrolyzers
  • 3.1.5 Emerging Electrolyzer Technologies
• 3.2 Choice of Technology
• 3.3 Choice of Manufacturer
• 3.4 Evolution in Module Sizes
• 3.5 Advances in Manufacturing Automation

4. Policy Issues

• 4.1 Introduction
  • 4.1.1 United States
  • 4.1.2 Canada
  • 4.1.3 European Union
  • 4.1.4 United Kingdom
  • 4.1.5 China
  • 4.1.6 Japan
  • 4.1.7 India
  • 4.1.8 Australia

5. Industry Value Chain

• 5.1 Manufacturers
• 5.2 Other Players
• 5.3 Partnerships and JV Agreements
• 5.4 Manufacturing Capacity

6. Market Forecasts

• 6.1 Methodology
• 6.2 Global Market Overview
• 6.3 Regional Market Overview
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle East & Africa

7. Conclusions and Recommendations

• 7.1 Key Takeaways
• 7.2 Recommendations
  • 7.2.1 Electrolyzer Manufacturers
  • 7.2.2 Project Developers
  • 7.2.3 Capital Providers

8. Acronym and Abbreviation List

9. Table of Contents

10. Table of Charts and Figures

11. Scope of Study, Sources and Methodology, Notes

List of Tables

• Average System CAPEX for Electrolyzer Technologies, World Markets: 2023-2032
• Announced Electrolyzer Manufacturing Capacity by Region, World Markets: 2023-2032
• Announced Electrolyzer Manufacturing Capacity by Technology, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base by Region, World Markets: 2023-2032
• Annual Electrolyzer Revenues by Region, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, World Markets: 2023-2032
• Annual Electrolyzer Revenues by Technology, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, North America: 2023-2032
• Annual Electrolyzer Revenues by Technology, North America: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, Europe: 2023-2032
• Annual Electrolyzer Revenues by Technology, Europe: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, Asia Pacific: 2023-2032
• Annual Electrolyzer Revenues by Technology, Asia Pacific: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, Latin America: 2023-2032
• Annual Electrolyzer Revenues by Technology, Latin America: 2023-2032
• Installed Electrolyzer Capacity Base by Technology, Middle East & Africa: 2023-2032
• Annual Electrolyzer Revenues by Technology, Middle East & Africa: 2023-2032

List of Figures

• Installed Electrolyzer Capacity Base & Annual Revenues by Region, World Markets: 2023-2032
• Average System CAPEX for Electrolyzer Technologies, World Markets: 2023-2032
• Announced Electrolyzer Manufacturing Capacity by Technology, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Region, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, World Markets: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, North America: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, Europe: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, Asia Pacific: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, Latin America: 2023-2032
• Installed Electrolyzer Capacity Base & Annual Revenues by Technology, Middle East & Africa: 2023-2032

Illustration of the Electrolyzer Value Chain and Observed Business Models