PEM 전해조 시장 - 세계 및 지역별 분석 : 최종사용자별, 재료 유형별, 지역별 - 분석과 예측(2025-2034년)

PEM Electrolyzer Market - A Global and Regional Analysis: Focus on End User, Material Type, and Region - Analysis and Forecast, 2025-2034

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한글목차

PEM 전해조 수요는 암모니아 제조, 정제 산업, 전력 및 에너지 저장, 운송, 메탄올 제조 등 최종 사용 산업에서 수요가 증가함에 따라 확대될 것으로 예상됩니다.

또한, 예측 기간인 2025-2034년에는 그린 수소 생산에 PEM 전해조 채택이 증가하고, 재생 가능 에너지에 대한 정부 및 민간 기업의 투자가 세계 PEM 전해조 시장의 발전을 더욱 촉진할 것으로 예상됩니다. 그러나 수소 저장 및 수소 운송과 같은 수소 인프라의 부족은 향후 시장 성장에 걸림돌이 될 것으로 예상됩니다.

세계 PEM 전해조 시장은 성장 단계에 있습니다. 연료전지 자동차 판매량 증가, 탈탄소화 및 온실가스 배출 억제에 대한 관심 증가가 시장 성장을 견인할 것으로 예상됩니다. 또한, 최종 사용자 산업의 높은 수요와 온실가스 배출 억제와 관련된 정부 규제 강화로 인해 친환경적이고 지속 가능한 연료에 대한 수요가 증가하여 PEM 전해조 세계 시장이 강화될 것으로 예상됩니다. 또한, PEM 전해조 세계 시장은 그린수소 수요 증가로 인해 수혜를 받을 것으로 예상되어 시장 확대를 촉진할 것으로 예상되며, PEM 전해조에 대한 수요는 연료전지 전기자동차에 의해서도 자극을 받을 것으로 예상됩니다.

수소와 그린 수소에 대한 수요 증가가 PEM 전해조 시장에 대한 관심을 높이는 주요 원동력입니다. 그 결과, 이들 소재는 운송, 정제 산업, 전력 및 에너지 저장 등 다양한 산업에서 각광을 받고 있습니다. 암모니아 생산은 기존 시장 진출기업와 신규 시장 진출기업 모두에게 기회를 제공하고 있으며, 도입이 활발히 진행되고 있는 분야 중 하나입니다.

또한, PEM 전해조가 최종 사용자 산업에 미치는 영향은 중간에서 높은 수준이지만, 향후 암모니아 생산량 증가, 전기자동차 및 기타 용도로 인해 그 영향은 증가할 것으로 예상됩니다.

세계의 PEM 전해조 시장에 대해 조사했으며, 시장 개요와 함께 최종사용자별/재료 유형별/지역별 동향, 시장 진출기업 프로파일 등의 정보를 전해드립니다.

목차

주요 요약

제1장 시장 : 업계 전망

• 동향 : 현재 및 향후 영향 평가
• 이해관계자 분석
• 시장 역학 개요
• 규제 상황
• 특허 분석
• 스타트업 상황
• 공급망 분석
• 밸류체인 분석
• 투자 상황과 연구개발 동향
• 향후 전망과 시장 로드맵
• 업계 매력
• 이리듐 수급 격차이 PEM 전해조 시장에 미치는 영향
• 세계의 이리듐 수요 분석(지역별), 가치 및 수량 데이터, 2024년-2034년
• 이리듐이 PEM 전해조에 미치는 영향 : 현황과 향후
• 세계의 이리듐 공급과 수요 갭
• PEM 전해조 시장 시나리오 : 과거 vs. 현실 vs. 낙관, 2024년-2034년
• 이리듐 수급 격차를 완화하기 위해서 주요 PEM 전해조 제조업체 10개사가 강구한 주요 조치 상세 분석
• PEM 전해조 시장 : 평균 가격 분석

제2장 PEM 전해조 시장(용도별)

• 용도 세분화
• 용도 요약
• PEM 전해조 시장(최종사용자별)

제3장 PEM 전해조 시장(제품별)

• 제품 세분화
• 제품 요약
• PEM 전해조 시장(재질별)

제4장 PEM 전해조 시장(지역별)

• PEM 전해조 시장(지역별)
• 북미
• 유럽
• 아시아태평양
• 기타 지역

제5장 시장 - 경쟁 벤치마킹과 기업 개요

• 향후 전망
• 지역적 평가
• 기업 개요
  • Plug Power Inc.
  • Cummins Inc.
  • Siemens Energy AG
  • Ohmium International, Inc.
  • Hystar
  • Nel ASA
  • ITM Power PLC
  • Teledyne Energy Systems, Inc.
  • Elchemtech Co., Ltd.
  • Elogen
  • H-TEC SYSTEMS GmbH
  • H2GREEM S.L.
  • Oort Energy Ltd.
  • Verdagy
  • Angstrom Advanced Inc.
  • iGas energy GmbH
  • IMI Critical Engineering
  • Hitachi Zosen Corporation
  • Beijing SinoHy Energy Co., Ltd
  • Ningbo VET Energy Technology Co., Ltd.

제6장 조사 방법

LSH

영문 목차

영문목차

Global PEM Electrolyzer Market: Industry Overview

The demand for PEM electrolyzers is anticipated to grow with the increasing demand from the end-use industries such as ammonia production, refining industry, power and energy storage, transportation, methanol production, and others. Furthermore, it is anticipated that during the projected period 2025-2034, the increasing adoption of PEM electrolyzers in generating green hydrogen and the investment from the government and private sector companies toward renewable energy is expected to further fuel the advancement of the global PEM electrolyzer market. However, the lack of hydrogen infrastructures, such as hydrogen storage and hydrogen transportation, is anticipated to hinder market growth in the upcoming future.

Market Lifecycle Stage

The global PEM electrolyzer market is in the growth phase. Rising sales of fuel cell vehicles and increasing focus on decarbonization and controlling greenhouse emissions are expected to boost market growth. Furthermore, due to high demand from the end-user industries and rising government regulations related to controlling GHG emissions are expected to increase the demand for eco-sustainable fuels, thereby bolstering the global PEM electrolyzer market. Moreover, the global PEM electrolyzer market is expected to benefit from the growing demand for green hydrogen, which would promote market expansion. The requirement for PEM electrolyzers is being stimulated by fuel cell electric vehicles as well.

Industrial Impact

• Growing demand for hydrogen and green hydrogen is the main driving force behind the growing interest in the PEM electrolyzer market. As a result, these materials are getting prominence in a variety of industries, including transportation, refining industry, and power and energy storage, among others. One area where implementation has been significantly greater is ammonia production, which has created opportunities for both existing market participants and market entrants.
• Furthermore, PEM electrolyzers have a moderate to high impact on end-user industries; however, in the upcoming future, with increased production of ammonia, electric vehicles, and other applications, the impact is anticipated to increase.

Market Segmentation:

Segmentation 1: by End User

• Refining Industry
• Power and Energy Storage
• Ammonia Production
• Methanol Production
• Transportation
• Others

Based on end users, ammonia production led the global PEM electrolyzer market in 2024.

Segmentation 2: by Material Type

• Iridium
• Platinum
• Others

The global PEM electrolyzer market was led by platinum in terms of material type in 2024.

Segmentation 3: by Region

• North America - U.S., Canada, and Mexico
• Europe - Germany, France, Netherlands, Spain, U.K., and Rest-of-Europe
• Asia-Pacific - China, Japan, India, South Korea, Australia, and Rest-of-Asia-Pacific
• Rest-of-the-World- South America, and Middle East and Africa

In the global PEM electrolyzer market, Europe dominates the market due to the presence of several leading companies, such as Nel ASA, ITM Power PLC, and many more, along with a highly developed renewable energy market and growing sales of fuel cell vehicles.

Recent Developments in the Global PEM Electrolyzer Market

• In March 2022, Elogen received an order of 1 MW proton exchange membrane (PEM) electrolyzer from Communaute d'Agglomeration Pau Bearn Pyrenees. Elogen would design and produce this PEM electrolyzer and would deliver it in the first half of 2023 to the Lescar wastewater treatment site.
• In April 2022, Ohmium received an investment of around $45 million from one of its investors, Fenice Investment Group. The fund is expected to support the growth of the company and help it to increase the hydrogen manufacturing capacity from 500 MW to 2 GW annually by the end of 2022.
• In July 2022, Plug Power Inc. signed a contract with an international energy company, Irving Oil, to supply a 5-megawatt (MW) containerized proton exchange membrane (PEM) electrolyzer system for the production and distribution of hydrogen at its Saint John, New Brunswick refinery in Canada.

Demand - Drivers and Limitations

The following are the demand drivers for the global PEM Electrolyzer market:

• Rising Adoption of Fuel Cell Electric Vehicles (FCEVs)
• Prevailing Research and Development Initiatives for Technological Advancements in PEM Electrolyzer
• Increasing Demand for Green Hydrogen

The market is expected to face some limitations as well due to the following challenges:

• High Energy Losses during Production Process
• High Cost of Production due to the Use of Precious Metals in PEM Technology

How can this report add value to an organization?

Product/Innovation Strategy: The product segment helps the reader understand the different material types involved in the production of PEM electrolyzers. Moreover, the study provides the reader with a detailed understanding of the global PEM electrolyzer market based on the end user (refining industry, ammonia production, methanol production, power and energy storage, transportation, and others). PEM electrolyzers are gaining traction in end-user industries on the back of sustainability concerns and their high-power density properties. They are also being used for controlling GHG emissions.

Growth/Marketing Strategy: The global PEM electrolyzer market has seen major development by key players operating in the market, such as business expansions, partnerships, collaborations, mergers and acquisitions, and joint ventures. The favored strategy for the companies has been product developments, business expansions, and acquisitions to strengthen their position in the global PEM electrolyzer market. For instance, in May 2022, Ohmium signed a collaboration agreement with Politecnico di Torino University in Turin, Italy. Ohmium is focused on developing next-generation catalyst materials used in PEM electrolysis, and the collaboration is expected to help the company determine the requirements for future projects.

Competitive Strategy: Key players in the global PEM electrolyzer market analyzed and profiled in the study involve PEM electrolyzer manufacturers and the overall ecosystem. Moreover, a detailed competitive benchmarking of the players operating in the global PEM electrolyzer market has been done to help the reader understand how players stack against each other, presenting a clear market landscape. Additionally, comprehensive competitive strategies such as partnerships, agreements, acquisitions, and collaborations will aid the reader in understanding the untapped revenue pockets in the market.

Key Market Players and Competition Synopsis

The companies that are profiled have been selected based on inputs gathered from primary experts, analyzing company coverage, product portfolio, and market penetration.

Some of the established names in this market are:

Company Type (by End User)

• Plug Power Inc
• Nel ASA
• Cummins. Inc.
• ITM Power PLC
• Hitachi Zosen Corporation
• Elogen
• Siemens Energy
• Ningbo Vet Energy Technology Co., Ltd.

Companies that are not a part of the previously mentioned pool have been well represented across different sections of the report (wherever applicable).

Table of Contents

Executive Summary

Scope and Definition

Market/Product Definition

Key Questions Answered

Analysis and Forecast Note

1. Markets: Industry Outlook

• 1.1 Trends: Current and Future Impact Assessment
• 1.2 Stakeholder Analysis
  • 1.2.1 Use Case
  • 1.2.2 End User and Buying Criteria
• 1.3 Market Dynamics Overview
  • 1.3.1 Market Drivers
  • 1.3.2 Market Restraints
  • 1.3.3 Market Opportunities
• 1.4 Regulatory Landscape
• 1.5 Patent Analysis
• 1.6 Start-Up Landscape
• 1.7 Supply Chain Analysis
• 1.8 Value Chain Analysis
• 1.9 Investment Landscape and R&D Trends
• 1.10 Future Outlook and Market Roadmap
• 1.11 Industry Attractiveness
• 1.12 Impact of Iridium Demand-Supply Gap on the PEM Electrolyzer Market
• 1.13 Global Iridium Demand Analysis (by Region), Value and Volume Data, 2024 to 2034
• 1.14 Iridium Impact on PEM Electrolyzer: Current and Future
• 1.15 Global Iridium Supply and Demand Gap
• 1.16 PEM Electrolyzer Market Scenario: Historical vs Realistic vs Optimistic, MW, 2024-2034
• 1.17 Detailed Analysis of Key Steps Taken by Key 10 PEM Electrolyzer Manufacturers to Mitigate Iridium Demand-Supply Gap
• 1.18 PEM Electrolyzer Market: Average Pricing Analysis

2. PEM Electrolyzer Market (by Application)

• 2.1 Application Segmentation
• 2.2 Application Summary
• 2.3 PEM Electrolyzer Market (by End-User)
  • 2.3.1 Refining Industry
  • 2.3.2 Power and Energy Storage
  • 2.3.3 Ammonia Production
  • 2.3.4 Methanol Production
  • 2.3.5 Transportation
  • 2.3.6 Others

3. PEM Electrolyzer Market (by Product)

• 3.1 Product Segmentation
• 3.2 Product Summary
• 3.3 PEM Electrolyzer Market (by Material Type)
  • 3.3.1 Platinum
  • 3.3.2 Iridium
  • 3.3.3 Others

4. PEM Electrolyzer Market (by Region)

• 4.1 PEM Electrolyzer Market (by Region)
• 4.2 North America
  • 4.2.1 Regional Overview
  • 4.2.2 Driving Factors for Market Growth
  • 4.2.3 Factors Challenging the Market
  • 4.2.4 Key Companies
  • 4.2.5 Application
  • 4.2.6 Product
  • 4.2.7 U.S.
    • 4.2.7.1 Market by Application
    • 4.2.7.2 Market by Product
  • 4.2.8 Canada
    • 4.2.8.1 Market by Application
    • 4.2.8.2 Market by Product
  • 4.2.9 Mexico
    • 4.2.9.1 Market by Application
    • 4.2.9.2 Market by Product
• 4.3 Europe
  • 4.3.1 Regional Overview
  • 4.3.2 Driving Factors for Market Growth
  • 4.3.3 Factors Challenging the Market
  • 4.3.4 Key Companies
  • 4.3.5 Application
  • 4.3.6 Product
  • 4.3.7 Germany
    • 4.3.7.1 Market by Application
    • 4.3.7.2 Market by Product
  • 4.3.8 France
    • 4.3.8.1 Market by Application
    • 4.3.8.2 Market by Product
  • 4.3.9 The Netherlands
    • 4.3.9.1 Market by Application
    • 4.3.9.2 Market by Product
  • 4.3.10 Spain
    • 4.3.10.1 Market by Application
    • 4.3.10.2 Market by Product
  • 4.3.11 U.K.
    • 4.3.11.1 Market by Application
    • 4.3.11.2 Market by Product
  • 4.3.12 Rest-of-Europe
    • 4.3.12.1 Market by Application
    • 4.3.12.2 Market by Product
• 4.4 Asia-Pacific
  • 4.4.1 Regional Overview
  • 4.4.2 Driving Factors for Market Growth
  • 4.4.3 Factors Challenging the Market
  • 4.4.4 Key Companies
  • 4.4.5 Application
  • 4.4.6 Product
  • 4.4.7 China
    • 4.4.7.1 Market by Application
    • 4.4.7.2 Market by Product
  • 4.4.8 Japan
    • 4.4.8.1 Market by Application
    • 4.4.8.2 Market by Product
  • 4.4.9 India
    • 4.4.9.1 Market by Application
    • 4.4.9.2 Market by Product
  • 4.4.10 South Korea
    • 4.4.10.1 Market by Application
    • 4.4.10.2 Market by Product
  • 4.4.11 Australia
    • 4.4.11.1 Market by Application
    • 4.4.11.2 Market by Product
  • 4.4.12 Rest-of-Asia-Pacific
    • 4.4.12.1 Market by Application
    • 4.4.12.2 Market by Product
• 4.5 Rest-of-the-World
  • 4.5.1 Regional Overview
  • 4.5.2 Driving Factors for Market Growth
  • 4.5.3 Factors Challenging the Market
  • 4.5.4 Key Companies
  • 4.5.5 Application
  • 4.5.6 Product
  • 4.5.7 South America
    • 4.5.7.1 Market by Application
    • 4.5.7.2 Market by Product
  • 4.5.8 Middle East and Africa
    • 4.5.8.1 Market by Application
    • 4.5.8.2 Market by Product

5. Markets - Competitive Benchmarking & Company Profiles

• 5.1 Next Frontiers
• 5.2 Geographic Assessment
• 5.3 Company Profiles
  • 5.3.1 Plug Power Inc.
    • 5.3.1.1 Overview
    • 5.3.1.2 Top Products/Product Portfolio
    • 5.3.1.3 Top Competitors
    • 5.3.1.4 Target Customers
    • 5.3.1.5 Key Personnel
    • 5.3.1.6 Analyst View
    • 5.3.1.7 Market Share
  • 5.3.2 Cummins Inc.
    • 5.3.2.1 Overview
    • 5.3.2.2 Top Products/Product Portfolio
    • 5.3.2.3 Top Competitors
    • 5.3.2.4 Target Customers
    • 5.3.2.5 Key Personnel
    • 5.3.2.6 Analyst View
    • 5.3.2.7 Market Share
  • 5.3.3 Siemens Energy AG
    • 5.3.3.1 Overview
    • 5.3.3.2 Top Products/Product Portfolio
    • 5.3.3.3 Top Competitors
    • 5.3.3.4 Target Customers
    • 5.3.3.5 Key Personnel
    • 5.3.3.6 Analyst View
    • 5.3.3.7 Market Share
  • 5.3.4 Ohmium International, Inc.
    • 5.3.4.1 Overview
    • 5.3.4.2 Top Products/Product Portfolio
    • 5.3.4.3 Top Competitors
    • 5.3.4.4 Target Customers
    • 5.3.4.5 Key Personnel
    • 5.3.4.6 Analyst View
    • 5.3.4.7 Market Share
  • 5.3.5 Hystar
    • 5.3.5.1 Overview
    • 5.3.5.2 Top Products/Product Portfolio
    • 5.3.5.3 Top Competitors
    • 5.3.5.4 Target Customers
    • 5.3.5.5 Key Personnel
    • 5.3.5.6 Analyst View
    • 5.3.5.7 Market Share
  • 5.3.6 Nel ASA
    • 5.3.6.1 Overview
    • 5.3.6.2 Top Products/Product Portfolio
    • 5.3.6.3 Top Competitors
    • 5.3.6.4 Target Customers
    • 5.3.6.5 Key Personnel
    • 5.3.6.6 Analyst View
    • 5.3.6.7 Market Share
  • 5.3.7 ITM Power PLC
    • 5.3.7.1 Overview
    • 5.3.7.2 Top Products/Product Portfolio
    • 5.3.7.3 Top Competitors
    • 5.3.7.4 Target Customers
    • 5.3.7.5 Key Personnel
    • 5.3.7.6 Analyst View
    • 5.3.7.7 Market Share
  • 5.3.8 Teledyne Energy Systems, Inc.
    • 5.3.8.1 Overview
    • 5.3.8.2 Top Products/Product Portfolio
    • 5.3.8.3 Top Competitors
    • 5.3.8.4 Target Customers
    • 5.3.8.5 Key Personnel
    • 5.3.8.6 Analyst View
    • 5.3.8.7 Market Share
  • 5.3.9 Elchemtech Co., Ltd.
    • 5.3.9.1 Overview
    • 5.3.9.2 Top Products/Product Portfolio
    • 5.3.9.3 Top Competitors
    • 5.3.9.4 Target Customers
    • 5.3.9.5 Key Personnel
    • 5.3.9.6 Analyst View
    • 5.3.9.7 Market Share
  • 5.3.10 Elogen
    • 5.3.10.1 Overview
    • 5.3.10.2 Top Products/Product Portfolio
    • 5.3.10.3 Top Competitors
    • 5.3.10.4 Target Customers
    • 5.3.10.5 Key Personnel
    • 5.3.10.6 Analyst View
    • 5.3.10.7 Market Share
  • 5.3.11 H-TEC SYSTEMS GmbH
    • 5.3.11.1 Overview
    • 5.3.11.2 Top Products/Product Portfolio
    • 5.3.11.3 Top Competitors
    • 5.3.11.4 Target Customers
    • 5.3.11.5 Key Personnel
    • 5.3.11.6 Analyst View
    • 5.3.11.7 Market Share
  • 5.3.12 H2GREEM S.L.
    • 5.3.12.1 Overview
    • 5.3.12.2 Top Products/Product Portfolio
    • 5.3.12.3 Top Competitors
    • 5.3.12.4 Target Customers
    • 5.3.12.5 Key Personnel
    • 5.3.12.6 Analyst View
    • 5.3.12.7 Market Share
  • 5.3.13 Oort Energy Ltd.
    • 5.3.13.1 Overview
    • 5.3.13.2 Top Products/Product Portfolio
    • 5.3.13.3 Top Competitors
    • 5.3.13.4 Target Customers
    • 5.3.13.5 Key Personnel
    • 5.3.13.6 Analyst View
    • 5.3.13.7 Market Share
  • 5.3.14 Verdagy
    • 5.3.14.1 Overview
    • 5.3.14.2 Top Products/Product Portfolio
    • 5.3.14.3 Top Competitors
    • 5.3.14.4 Target Customers
    • 5.3.14.5 Key Personnel
    • 5.3.14.6 Analyst View
    • 5.3.14.7 Market Share
  • 5.3.15 Angstrom Advanced Inc.
    • 5.3.15.1 Overview
    • 5.3.15.2 Top Products/Product Portfolio
    • 5.3.15.3 Top Competitors
    • 5.3.15.4 Target Customers
    • 5.3.15.5 Key Personnel
    • 5.3.15.6 Analyst View
    • 5.3.15.7 Market Share
  • 5.3.16 iGas energy GmbH
    • 5.3.16.1 Overview
    • 5.3.16.2 Top Products/Product Portfolio
    • 5.3.16.3 Top Competitors
    • 5.3.16.4 Target Customers
    • 5.3.16.5 Key Personnel
    • 5.3.16.6 Analyst View
    • 5.3.16.7 Market Share
  • 5.3.17 IMI Critical Engineering
    • 5.3.17.1 Overview
    • 5.3.17.2 Top Products/Product Portfolio
    • 5.3.17.3 Top Competitors
    • 5.3.17.4 Target Customers
    • 5.3.17.5 Key Personnel
    • 5.3.17.6 Analyst View
    • 5.3.17.7 Market Share
  • 5.3.18 Hitachi Zosen Corporation
    • 5.3.18.1 Overview
    • 5.3.18.2 Top Products/Product Portfolio
    • 5.3.18.3 Top Competitors
    • 5.3.18.4 Target Customers
    • 5.3.18.5 Key Personnel
    • 5.3.18.6 Analyst View
    • 5.3.18.7 Market Share
  • 5.3.19 Beijing SinoHy Energy Co., Ltd
    • 5.3.19.1 Overview
    • 5.3.19.2 Top Products/Product Portfolio
    • 5.3.19.3 Top Competitors
    • 5.3.19.4 Target Customers
    • 5.3.19.5 Key Personnel
    • 5.3.19.6 Analyst View
    • 5.3.19.7 Market Share
  • 5.3.20 Ningbo VET Energy Technology Co., Ltd.
    • 5.3.20.1 Overview
    • 5.3.20.2 Top Products/Product Portfolio
    • 5.3.20.3 Top Competitors
    • 5.3.20.4 Target Customers
    • 5.3.20.5 Key Personnel
    • 5.3.20.6 Analyst View
    • 5.3.20.7 Market Share

6. Research Methodology

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