한글목차

PEM 전해조 동향 및 전망

세계 PEM 전해조 시장은 2024년부터 2030년까지 22.0%의 CAGR로 2030년까지 약 24억 달러에 달할 것으로 예상됩니다. 이 시장의 주요 촉진요인은 그린 수소에 대한 수요 증가, 친환경 연료에 대한 수요 증가, 농촌 전기화에 대한 관심 증가 등이며, 발전, 운송, 산업 에너지, 산업 원료, 건물 난방 및 전력 응용 분야에서 PEM 전해조 세계 시장의 미래는 유망한 것으로 보입니다.

Lucintel은 예측 기간 동안 2MW 이상이 가장 높은 성장세를 보일 것으로 예상하고 있습니다.

아시아태평양은 가정 및 상업 공간의 확대로 인해 예측 기간 동안 가장 높은 성장세를 보일 것으로 예상됩니다.

자주 묻는 질문

Q1. PEM 전해조 시장 규모는?

A1. 세계 PEM 전해조 시장은 2030년까지 약 24억 달러에 달할 것으로 예상됩니다.

Q2. PEM 전해조 시장 성장 전망은?

A2.PEM 전해조 세계 시장은 2024년부터 2030년까지 연평균 22.0% 성장할 것으로 예상됩니다.

Q3. PEM 전해조 시장의 성장에 영향을 미치는 주요 촉진요인은 무엇인가?

A3. 이 시장의 주요 촉진요인은 그린 수소에 대한 수요 확대, 친환경 연료에 대한 수요 증가, 농촌의 전기화에 대한 관심 증가입니다.

Q4. 시장의 주요 부문은?

A4.PEM 전해조 시장의 미래는 발전, 운송, 산업 에너지, 산업 원자재, 건물 난방 및 전력 응용 분야에서 유망한 기회가 있을 것으로 보입니다.

Q5. 시장의 주요 기업은?

A5. PEM 전해조의 주요 기업은 다음과 같습니다.

• Plug Power
• Nel
• Cummins
• ITM Power
• Hitachi Zosen
• Elogen
• Siemens Energy
• Ningbo Vet Energy Technology
• Green Hydrogen Systems
• Haldor Topsoe

Q6. 향후 가장 큰 시장 부문은?

A6. Lucintel은 예측 기간 동안 2MW 이상이 가장 높은 성장세를 보일 것으로 예상하고 있습니다.

Q7. 시장에서 향후 5년간 가장 큰 시장이 될 것으로 예상되는 지역은 어디인가?

A7. 아시아태평양은 가정용 및 상업용 공간의 확대로 인해 예측 기간 동안 가장 높은 성장률을 보일 것으로 예상됩니다.

Q8. 보고서 사용자 정의가 가능한가?

A8. 예, Lucintel은 추가 비용없이 10%의 사용자 정의를 제공합니다.

목차

제1장 주요 요약

제2장 세계의 PEM 전해조 시장 : 시장 역학

• 소개, 배경, 분류
• 공급망
• 업계 성장 촉진요인과 과제

제3장 2018년부터 2030년까지 시장 동향과 예측 분석

• 거시경제 동향(2018-2023년)과 예측(2024-2030년)
• 세계의 PEM 전해조 시장 동향(2018-2023년)과 예측(2024-2030년)
• 유형별 PEM 전해조 세계 시장
  • 500kW 이하
  • 500kW-2MW
  • 2MW 이상
• 용도별 PEM 전해조 세계 시장
  • 발전
  • 수송
  • 산업 에너지
  • 산업 원료
  • 건물 난방·전력
  • 기타

제4장 2018년부터 2030년까지 지역별 시장 동향과 예측 분석

• 지역별 PEM 전해조 세계 시장
• 북미의 PEM 전해조 시장
• 유럽의 PEM 전해조 시장
• 아시아태평양의 PEM 전해조 시장
• 기타 지역의 PEM 전해조 시장

제5장 경쟁 분석

• 제품 포트폴리오 분석
• 운영 통합
• Porter's Five Forces 분석

제6장 성장 기회와 전략 분석

• 성장 기회 분석
  • 세계의 PEM 전해조 시장의 성장 기회(유형별)
  • 용도별 PEM 전해조 시장 성장 기회
  • 지역별 세계의 PEM 전해조 시장 성장 기회
• 세계의 PEM 전해조 시장 최신 동향
• 전략 분석
  • 신제품 개발
  • 세계의 PEM 전해조 시장 생산능력 확대
  • 세계의 PEM 전해조 시장 합병, 인수, 합작투자
  • 인증과 라이선싱

제7장 주요 기업 개요

• Plug Power
• Nel
• Cummins
• ITM Power
• Hitachi Zosen
• Elogen
• Siemens Energy
• Ningbo Vet Energy Technology
• Green Hydrogen Systems
• Haldor Topsoe

영문목차

PEM Electrolyzer Trends and Forecast

The future of the global PEM electrolyzer market looks promising with opportunities in the power generation, transportation, industry energy, industry feedstock, and building heating & power applications. The global PEM electrolyzer market is expected to reach an estimated $2.4 billion by 2030 with a CAGR of 22.0% from 2024 to 2030. The major drivers for this market are growing demand for green hydrogen, rising demand for environmentally-friendly fuel, and increasing focus towards rural electrification.

Lucintel forecasts that above 2 MW is expected to witness highest growth over the forecast period.

APAC is expected to witness highest growth over the forecast period due to expanding number of domestic and commercial spaces in the region.

Emerging Trends in the PEM Electrolyzer Market

The PEM electrolyzer market is changing on the grounds of a number of important trends which are technological changes and policy and market changes as well. These trends are changing the hydrogen production market and the market of PEM electrolyzer applications overall.

• Advancement in Technology: Progress is seen owing to the continuous developments in efficiency and robustness of the PEM electrolyzers. Such advancements entail new materials for the membranes and catalysts, as well as better system designs that increase efficiency and lower costs.
• Government Support and Regulations: The adoption of devices of PEM electrolyzers has been increased due to more government support and related attractive policies. The market is being spurred by subsidies, incentives as well as regulations that seek to lower carbon emissions and vin'' a disruptive hydrogen economy.
• Commercialization of Hydrogen: Commercialization of PEM electrolyzers and harmony of their working with intermittence renewable energy sources is becoming a new trend. This enhances the sustainability of hydrogen production and aids the global clean energy initiative.
• Cost-Effective Measures: Strategies targeted at lowering the costs of PEM electrolyzer mainly focal on increasing the volume of production, improving the production technics and utilizing cheap materials. There will be a shift in strategies where hydrogen will be produced at lower costs compared to other forms of energy.
• Continued Growth in Industrial use: More and more PEM electrolyzer systems are utilized in chemical and steel production processes as an intermediate device. The wide-range potential applications of PEM technology are triggering development towards industries that require pure hydrogen.

Various evolving factors such as technological developments, supportive government policies, integration of renewable energy, cost-added strategies, and penetration into industrial applications in the market are slowly changing the trends observed in the PEM electrolyzer market. These trends are fueling growth and making innovations that position PEM electrolyzers as one of the pillars of hydrogen economy in the coming years.

Recent Developments in the PEM Electrolyzer Market

Recent changes observed in the market for PEM electrolyzers depict better performance in terms of technological developments, investments, and proper application. Such advancements are enhancing the market growth rate and steering the market performance as many corporations and states are making it their business to opt for more effective and sustainable hydrogen production methods.

• Advanced Membrane Technologies: Gradually this membrane technology is improving the efficiency and high rate of durability of PEM electrolyzers. Material trends and modification design features are on the charge of extending efficiency and lessening deterioration.
• Scaling Up Production: There is a notable increase in the production capacities of the companies in order to satisfy the increasing demand of the PEM electrolyzers. This development is also anticipated towards a reduction of the production costs by leveraging on these economies of scale, hence making hydrogen cheaper.
• Increased Government Support: A major portion of the economies is that governments in the major markets are giving enormous backing in terms of funding and policies. This includes both research grants, the provision of bounties for hydrogen initiatives, and other regulatory policies that promote market expansion.
• Integration with Renewable Energy Systems: There is growing interest in linking PEM electrolyzers with renewable sources of energy. Such integration facilitates the production of hydrogen that can be termed green, thereby addressing the concerns of sustainability and the positive effects of hydrogen energy.
• New Industrial Applications: Also, new applications are being looked for PEM electrolyzers in industries including chemical and steel industry. These applications are fueling the demand and illustrating how versatile PEM technology is.

Developments in the recent past in the PEM electrolyzer market such improvements of membrane technologies, increase in the volume of output, greater government support, incorporation with renewable energy systems, new industry trends are all growth drivers. All these factors are improving the effectiveness and cost of PEM electrolyzer expansion in the hydrogen energy market place.

Strategic Growth Opportunities for PEM Electrolyzer Market

It is important to note that the PEM electrolyzer market has a wide range of strategic growth possibilities spanning various applications. Understanding these opportunities is very important to organizations that intend to extend their services in the market and take advantage of the new developments in the hydrogen technology area.

• Renewable Energy Integration: The integration of PEM electrolyzers with the renewable resources including wind and solar has the greatest potential for growth. This integration fosters green hydrogen synthesis and improves the sustainability of energy systems.
• Hydrogen Fuel Cell Vehicles: The involvement of PEM electrolyzers in hydrogen production for fuel cell cars is gaining traction in the sections of the market. As the number of vehicles that run on hydrogen as a fuel source continues to grow, so does the requirement of an effective electrolyzer systems.
• Industrial Hydrogen Production: PEM electrolyzer presents some opportunities for growth in industrial markets where high purity hydrogen is needed. These include industries such as chemical industries and steel where hydrogen is used during certain processes.
• Residential and Commercial Energy Systems: PEM electrolyzers may find their way into residential and commercial energy systems by providing clean hydrogen to fuel cells and energy storage systems. This application facilitates the production and consumption of energy in a decentralized manner.
• Hydrogen Export and Infrastructure Development: Strategies for hydrogen production and export market development can provide additional opportunities for manufacturers of PEM electrolyzer systems. The market for electrolyzer systems may benefit from the creation of hydrogen refueling stations and export terminals.

The key areas for strategic growth in the PEM electrolyzer market are the integration of renewable energy, hydrogen fuel cell vehicles, hydrogen industrial production, energy systems for residential and commercial applications, and hydrogen export market infrastructure. These opportunities present good chances that companies will grow their market share and be part of the hydrogen economy.

PEM Electrolyzer Market Driver and Challenges

Just like any other market, the PEM electrolyzer market has its growth and development drivers and challenges. These factors include technology, economic, and regulatory policies, which also affect the market trends and opportunities.

The factors responsible for driving the pem electrolyzer market include:

1. Technological Advancements: Growth of the market is propelled by the developments in PEM electrolyzer technology in terms of effective membranes and catalysts. Increasing efficiency and cost-effectiveness make PEM electrolyzer more appealing for hydrogen production.

2. Government Incentives and Policies: Supporting government policies and incentives like subsidies and grants are leading the market towards the use of PEM electrolyzer. Supportive policies and investments aimed at promoting hydrogen technologies and projects are enabling development in the market.

3. Increasing needs for Clean Energy: The increasing concavity for clean and green energy has made people explore PEM electrolyzers. Hydrogen carriers fit well in the climate strategies being undertaken because they emit no carbons.

4. Cost Reduction Efforts: Polices to increase the production of PEM electrolyzer through mass production and technological advancement are making the cost of hydrogen less expensive. It is envisioned that reducing costs could lead to wider uptake of the technology.

5. Industrial and Transportation Applications: In particular the increasing utilization of PEM electrolyzers and hydrogen fuel cell vehicles for industrial applications is contributing to the growth of the market. Diverse application range of PEM technology makes it proper for different areas of high consumption.

Challenges in the pem electrolyzer market are:

1. High Production Costs: The price of the PEM electrolyzer systems initial structure is rather which could be considered as one of the factors preventing penetration in the market. It is indeed true that taken separately, the diluted costs decrease will be on many major issues for the market.

2. Regulatory and Certification Requirements: Due to the nature of the processes, the certification process may be long and difficult. Nothing is more critical to get into and grow within the market than meeting standards for safety and performance.

3. Technology Scalability: It is technically and economically challenging to scale the PEM electrolyzer assembly technology to the level suitable for end use hydrogen generation systems. The ability to scale in the market while ensuring effectiveness remains a key fundamental to the growth of the market.

4. Supply Chain and Material Availability: Issues of supply chain management or availability of certain strategic materials may limit production and increase costs. In order to maintain stability of production, it is essential to ensure that within BSC, reliable sources of the vital core parts are in place.

5. Market Competition: There are various contenders within the PEM electrolyzer market as each player endeavors to capture a share in the market. For companies, the challenge is how to integrate differentiated products and technologies, whilst also managing competition.

Presence of the market drivers such as advancements in technology, government subsidies and an increasing clean energy appetite will impact the PEM electrolyzer market. On the other hand, there are challenges such as high manufacturing costs, regulatory compliance and technological advancement that shape the market. Understanding all these drivers and challenges is key to maneuvering within the market and concomitant growth can even be attained.

List of PEM Electrolyzer Companies

Companies in the market compete on the basis of product quality offered. Major players in this market focus on expanding their manufacturing facilities, R&D investments, infrastructural development, and leverage integration opportunities across the value chain. With these strategies PEM electrolyzer companies cater increasing demand, ensure competitive effectiveness, develop innovative products & technologies, reduce production costs, and expand their customer base. Some of the PEM electrolyzer companies profiled in this report include-

• Plug Power
• Nel
• Cummins
• ITM Power
• Hitachi Zosen
• Elogen
• Siemens Energy
• Ningbo Vet Energy Technology
• Green Hydrogen Systems
• Haldor Topsoe

PEM Electrolyzer by Segment

The study includes a forecast for the global PEM electrolyzer by type, application, and region.

PEM Electrolyzer Market by Type [Analysis by Value from 2018 to 2030]:

• <= 500 kW
• > 500 kW - 2 MW
• Above 2 MW

PEM Electrolyzer Market by Application [Analysis by Value from 2018 to 2030]:

• Power Generation
• Transportation
• Industry Energy
• Industry Feedstock
• Building Heating & Power
• Others

PEM Electrolyzer Market by Region [Analysis by Value from 2018 to 2030]:

• North America
• Europe
• Asia Pacific
• The Rest of the World

Country Wise Outlook for the PEM Electrolyzer Market

The market for PEM (Proton Exchange Membrane) electrolyzer technology is developing prominently because of the increasing interest in using hydrogen as a clean energy vector. The analysis broadly identifies recent developments in the United States, China, Germany, India, and Japan which showcase technological improvements, aided by several government initiatives and strategic investments, meant to enhance the efficiency and size of the PEM electrolyzers. Such progress will allow for the wider employment of PEM electrolyzers in industrial and renewable energy applications in the future.

• The United States: The recent shifts in PEM electrolyzer market in the U. S. are characterized by large investments from the Government and industry to improve performance and the decrease of prices. Faced with the growing need for hydrogen, the Department of Energy has issued a number of calls for projects aimed at increasing the electrolysis performance and life cycle of electrolyzers. Major developments include the installation of large scale PEM electrolyzer systems and growing partnerships between technology providers and the electricity sector. There is also a growing emphasis on using PEM electrolyzers in conjunction with renewable energy technologies such as wind and solar energy.
• China: China has made rapid strides in the PEM electrolyzer market targeting the nation's strategies on clean energy and hydrogen economy. More recent events include the introduction of significant government subsidies and incentives in order to expand hydrogen production technologies. The Chinese market is more concerned with performance improvement as well as cost reduction of electrolyzers through technology and mass production. PEM electrolyzers are being pushed for use in industries and transportation, specialist areas that would also advance China's carbon neutrality aspirations.
• Germany: Germany maintains its position as the leading market for the PEM electrolyzer owing to its will towards the shift to a hydrogen economy. Other developments include investments in research and development especially in how to improve the working of the electrolyzer and its compatibility with renewable energy sources. The implementation of hydrogen strategy in Germany which includes funding for the development of infrastructure and pilot projects is spurring the development of PEM electrolyzer technology. In addition, some German companies are focusing on the expansion of production capacities in order to satisfy the increasing needs.
• India: The market for PEM electrolyzers in India is also on the rise as part of the country's strategy to diversify its energy needs in the renewable energy sector. In recent evolutions, there are collaborations between public and private sectors to enhance the production and use of hydrogen. Due to the domestic fabrication and technology enhancement, India is more concentrating on the cost and efficiency of PEM electrolyzers. The growing demand for the electrification of IAs is also leading to the growing focus on synthesizing ADs, which are necessary for achieving IRev targets.
• Japan: Japan is expanding rapidly in the PEMEL business by aiming at the incorporation of more hydrogen technologies into the existing energy frameworks. In recent developments the change of strategy towards the more efficient ammonia electrolyzer and cost effective technology development has been witnessed. As noted in Japan's hydrogen roadmap, PEM electrolyzers form an integral part in the realization of the national energy and climate change aspirations. The country is also looking into new possibilities in hydrogen use by penetrating PEM electrolyzers in transport and industrial sectors.

Features of the Global PEM Electrolyzer Market

Market Size Estimates: PEM electrolyzer market size estimation in terms of value ($B).

Trend and Forecast Analysis: Market trends (2018 to 2023) and forecast (2024 to 2030) by various segments and regions.

Segmentation Analysis: PEM electrolyzer market size by type, application, and region in terms of value ($B).

Regional Analysis: PEM electrolyzer market breakdown by North America, Europe, Asia Pacific, and Rest of the World.

Growth Opportunities: Analysis of growth opportunities in different types, applications, and regions for the PEM electrolyzer market.

Strategic Analysis: This includes M&A, new product development, and competitive landscape of the PEM electrolyzer market.

Analysis of competitive intensity of the industry based on Porter's Five Forces model.

If you are looking to expand your business in this or adjacent markets, then contact us. We have done hundreds of strategic consulting projects in market entry, opportunity screening, due diligence, supply chain analysis, M & A, and more.

FAQ

Q.1 What is the PEM electrolyzer market size?

Answer: The global PEM electrolyzer market is expected to reach an estimated $2.4 billion by 2030.

Q.2 What is the growth forecast for PEM electrolyzer market?

Answer: The global PEM electrolyzer market is expected to grow with a CAGR of 22.0% from 2024 to 2030.

Q.3 What are the major drivers influencing the growth of the PEM electrolyzer market?

Answer: The major drivers for this market are growing demand for green hydrogen, rising demand for environmentally-friendly fuel, and increasing focus towards rural electrification.

Q4. What are the major segments for PEM electrolyzer market?

Answer: The future of the PEM electrolyzer market looks promising with opportunities in the power generation, transportation, industry energy, industry feedstock, and building heating & power applications.

Q5. Who are the key PEM electrolyzer market companies?

Answer: Some of the key PEM electrolyzer companies are as follows:

• Plug Power
• Nel
• Cummins
• ITM Power
• Hitachi Zosen
• Elogen
• Siemens Energy
• Ningbo Vet Energy Technology
• Green Hydrogen Systems
• Haldor Topsoe

Q6. Which PEM electrolyzer market segment will be the largest in future?

Answer: Lucintel forecasts that above 2 MW is expected to witness highest growth over the forecast period.

Q7. In PEM electrolyzer market, which region is expected to be the largest in next 5 years?

Answer: APAC is expected to witness highest growth over the forecast period due to expanding number of domestic and commercial spaces in the region.

Q.8 Do we receive customization in this report?

Answer: Yes, Lucintel provides 10% customization without any additional cost.

This report answers following 11 key questions:

• Q.1. What are some of the most promising, high-growth opportunities for the PEM electrolyzer market by type (<= 500 kW, > 500 kW - 2 MW, and above 2 MW), application (power generation, transportation, industry energy, industry feedstock, building heating & power, and others), and region (North America, Europe, Asia Pacific, and the Rest of the World)?
• Q.2. Which segments will grow at a faster pace and why?
• Q.3. Which region will grow at a faster pace and why?
• Q.4. What are the key factors affecting market dynamics? What are the key challenges and business risks in this market?
• Q.5. What are the business risks and competitive threats in this market?
• Q.6. What are the emerging trends in this market and the reasons behind them?
• Q.7. What are some of the changing demands of customers in the market?
• Q.8. What are the new developments in the market? Which companies are leading these developments?
• Q.9. Who are the major players in this market? What strategic initiatives are key players pursuing for business growth?
• Q.10. What are some of the competing products in this market and how big of a threat do they pose for loss of market share by material or product substitution?
• Q.11. What M&A activity has occurred in the last 5 years and what has its impact been on the industry?
• Market Report

Table of Contents

1. Executive Summary

2. Global PEM Electrolyzer Market : Market Dynamics

• 2.1: Introduction, Background, and Classifications
• 2.2: Supply Chain
• 2.3: Industry Drivers and Challenges

3. Market Trends and Forecast Analysis from 2018 to 2030

• 3.1. Macroeconomic Trends (2018-2023) and Forecast (2024-2030)
• 3.2. Global PEM Electrolyzer Market Trends (2018-2023) and Forecast (2024-2030)
• 3.3: Global PEM Electrolyzer Market by Type
  • 3.3.1: <= 500 kW
  • 3.3.2: > 500 kW - 2 MW
  • 3.3.3: Above 2 MW
• 3.4: Global PEM Electrolyzer Market by Application
  • 3.4.1: Power Generation
  • 3.4.2: Transportation
  • 3.4.3: Industry Energy
  • 3.4.4: Industry Feedstock
  • 3.4.5: Building Heating & Power
  • 3.4.6: Others

4. Market Trends and Forecast Analysis by Region from 2018 to 2030

• 4.1: Global PEM Electrolyzer Market by Region
• 4.2: North American PEM Electrolyzer Market
  • 4.2.1: North American PEM Electrolyzer Market by Type: <= 500 kW, > 500 kW - 2 MW, and Above 2 MW
  • 4.2.2: North American PEM Electrolyzer Market by Application: Power Generation, Transportation, Industry Energy, Industry Feedstock, Building Heating & Power, and Others
• 4.3: European PEM Electrolyzer Market
  • 4.3.1: European PEM Electrolyzer Market by Type: <= 500 kW, > 500 kW - 2 MW, and Above 2 MW
  • 4.3.2: European PEM Electrolyzer Market by Application: Power Generation, Transportation, Industry Energy, Industry Feedstock, Building Heating & Power, and Others
• 4.4: APAC PEM Electrolyzer Market
  • 4.4.1: APAC PEM Electrolyzer Market by Type: <= 500 kW, > 500 kW - 2 MW, and Above 2 MW
  • 4.4.2: APAC PEM Electrolyzer Market by Application: Power Generation, Transportation, Industry Energy, Industry Feedstock, Building Heating & Power, and Others
• 4.5: ROW PEM Electrolyzer Market
  • 4.5.1: ROW PEM Electrolyzer Market by Type: <= 500 kW, > 500 kW - 2 MW, and Above 2 MW
  • 4.5.2: ROW PEM Electrolyzer Market by Application: Power Generation, Transportation, Industry Energy, Industry Feedstock, Building Heating & Power, and Others

5. Competitor Analysis

• 5.1: Product Portfolio Analysis
• 5.2: Operational Integration
• 5.3: Porter's Five Forces Analysis

6. Growth Opportunities and Strategic Analysis

• 6.1: Growth Opportunity Analysis
  • 6.1.1: Growth Opportunities for the Global PEM Electrolyzer Market by Type
  • 6.1.2: Growth Opportunities for the Global PEM Electrolyzer Market by Application
  • 6.1.3: Growth Opportunities for the Global PEM Electrolyzer Market by Region
• 6.2: Emerging Trends in the Global PEM Electrolyzer Market
• 6.3: Strategic Analysis
  • 6.3.1: New Product Development
  • 6.3.2: Capacity Expansion of the Global PEM Electrolyzer Market
  • 6.3.3: Mergers, Acquisitions, and Joint Ventures in the Global PEM Electrolyzer Market
  • 6.3.4: Certification and Licensing

7. Company Profiles of Leading Players

• 7.1: Plug Power
• 7.2: Nel
• 7.3: Cummins
• 7.4: ITM Power
• 7.5: Hitachi Zosen
• 7.6: Elogen
• 7.7: Siemens Energy
• 7.8: Ningbo Vet Energy Technology
• 7.9: Green Hydrogen Systems
• 7.10: Haldor Topsoe