수소 전해조 시장 - 세계 산업 규모, 점유율, 동향, 기회, 예측, 기술별, 발전별, 최종 이용 산업별, 지역별 부문, 경쟁(2020-2030년)
Hydrogen Electrolyzer Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Technology, By Power Generation, By End-Use Industry, By Region & Competition, 2020-2030F
상품코드:1691786
리서치사:TechSci Research
발행일:2025년 03월
페이지 정보:영문 186 Pages
라이선스 & 가격 (부가세 별도)
ㅁ Add-on 가능: 고객의 요청에 따라 일정한 범위 내에서 Customization이 가능합니다. 자세한 사항은 문의해 주시기 바랍니다.
한글목차
세계 수소 전해조 시장은 2024년 14억 달러로 평가되었고, 2030년까지 연평균 52.8% 성장하여 2030년에는 180억 달러에 달할 것으로 예상됩니다.
세계 각국 정부는 수소 도입을 가속화하기 위해 엄격한 정책, 넷제로 목표, 재정적 인센티브를 시행하고 있습니다. 미국, 독일, 일본, 중국 등의 국가들은 철강, 화학, 운송 등의 산업을 탈탄소화하기 위해 대규모 전해조 프로젝트에 많은 투자를 하고 있습니다. 재생 가능 에너지원, 특히 태양광과 풍력 발전의 비용이 감소함에 따라 그린 수소 생산의 비용 효율성이 더욱 높아지고 있습니다. 양성자 교환막(PEM) 전해조, 알칼리 전해조, 고체 산화물 전해조의 기술 발전은 효율성과 확장성을 향상시켜 Siemens Energy, Nel Hydrogen, Plug Power 등 주요 업체로부터 많은 투자를 유치하고 있습니다.
시장 개요
예측 기간
2026-2030년
시장 규모 : 2024년
14억 달러
시장 규모 : 2030년
180억 달러
CAGR : 2025-2030년
52.8%
급성장 부문
500kW
최대 시장
아시아태평양
시장 성장 촉진요인
그린 수소 수요 증가와 탈탄소화를 위한 노력
주요 시장 이슈
높은 자본 비용과 경제성
주요 시장 동향
대규모 그린 수소 프로젝트의 급속한 확대
목차
제1장 솔루션 개요
시장의 정의
시장 범위
대상 시장
조사 대상년
주요 시장 세분화
제2장 조사 방법
제3장 주요 요약
제4장 고객의 소리
제5장 세계의 수소 전해조 시장 개요
제6장 세계의 수소 전해조 시장 전망
시장 규모와 예측
금액별
시장 점유율과 예측
기술별(양성자 교환막(PEM), 알칼리 전해 장비(AE), 고체 산화물 전해 장비(SOE), 음이온 교환막)
발전별(500kW, 500-2,000kW, 2,000kW)
최종 이용 산업별(화학공업, 정제, 발전, 기타)
지역별(북미, 유럽, 남미, 중동 및 아프리카, 아시아태평양)
기업별(2024년)
시장 맵
제7장 북미의 수소 전해조 시장 전망
시장 규모와 예측
시장 점유율과 예측
북미 : 국가별 분석
캐나다
멕시코
제8장 유럽의 수소 전해조 시장 전망
시장 규모와 예측
시장 점유율과 예측
유럽 : 국가별 분석
프랑스
영국
이탈리아
스페인
벨기에
제9장 아시아태평양의 수소 전해조 시장 전망
시장 규모와 예측
시장 점유율과 예측
아시아태평양 : 국가별 분석
인도
일본
한국
호주
인도네시아
베트남
제10장 남미의 수소 전해조 시장 전망
시장 규모와 예측
시장 점유율과 예측
남미 : 국가별 분석
콜롬비아
아르헨티나
칠레
제11장 중동 및 아프리카의 수소 전해조 시장 전망
시장 규모와 예측
시장 점유율과 예측
중동 및 아프리카 : 국가별 분석
아랍에미리트(UAE)
남아프리카공화국
터키
이스라엘
제12장 시장 역학
성장 촉진요인
과제
제13장 시장 동향과 발전
제14장 기업 개요
Siemens AG
ITM Power plc
Air Products and Chemicals, Inc.
McPhy Energy S.A.
Cummins Inc.
Plug Power Inc.
Thyssenkrupp AG
Ballard Power Systems Inc.
Enel Green Power S.p.A.
Green Hydrogen Systems A/S
제15장 전략적 제안
제16장 리서치사에 대해 & 면책사항
LSH
영문 목차
영문목차
The Global Hydrogen Electrolyzer Market was valued at USD 1.4 billion in 2024 and is expected to reach USD 18.0 billion by 2030 with a CAGR of 52.8% through 2030. Governments worldwide are implementing stringent policies, net-zero targets, and financial incentives to accelerate hydrogen adoption. Countries such as the U.S., Germany, Japan, and China are investing heavily in large-scale electrolyzer projects to decarbonize industries like steel, chemicals, and transportation. The declining cost of renewable energy sources, particularly solar and wind, is further making green hydrogen production more cost-effective. Technological advancements in Proton Exchange Membrane (PEM), Alkaline, and Solid Oxide Electrolyzers are enhancing efficiency and scalability, attracting significant investments from key players like Siemens Energy, Nel Hydrogen, and Plug Power.
Market Overview
Forecast Period
2026-2030
Market Size 2024
USD 1.4 Billion
Market Size 2030
USD 18.0 Billion
CAGR 2025-2030
52.8%
Fastest Growing Segment
500 kW
Largest Market
Asia Pacific
Key Market Drivers
Rising Demand for Green Hydrogen and Decarbonization Initiatives
The global hydrogen electrolyzer market is primarily driven by the rising demand for green hydrogen as governments and industries transition towards cleaner energy solutions. Green hydrogen, produced using renewable energy sources such as solar and wind power, is gaining traction as a key component in achieving net-zero carbon emissions. This transition is fueled by increasing concerns over climate change, stringent carbon reduction targets, and global commitments to the Paris Agreement. Countries such as the United States, Germany, Japan, South Korea, China, and the European Union have established ambitious hydrogen roadmaps, offering financial incentives, tax credits, and subsidies to promote large-scale hydrogen production. For instance, the U.S. Inflation Reduction Act provides tax credits for clean hydrogen production, making electrolyzer adoption more economically viable.
Heavy industries such as steel, cement, ammonia, and chemicals, which are traditionally reliant on fossil fuels, are now integrating hydrogen to reduce their carbon footprints. The steel industry, for example, is exploring hydrogen-based Direct Reduced Iron (DRI) processes to replace coal-based production methods. Similarly, the ammonia and chemical sectors are adopting green hydrogen to produce low-carbon fertilizers and petrochemicals. The transportation sector is another major driver, with hydrogen fuel cell technology gaining momentum in heavy-duty trucks, trains, ships, and even aviation. Countries such as Germany and Japan have already introduced hydrogen-powered trains, while companies like Toyota, Hyundai, and Nikola Motors are investing in hydrogen fuel cell vehicles.
Key Market Challenges
High Capital Costs and Economic Viability
One of the major challenges facing the Global Hydrogen Electrolyzer Market is the high capital expenditure (CAPEX) and operational expenditure (OPEX) associated with electrolyzer production, installation, and maintenance. Electrolyzers require significant upfront investments, making green hydrogen production less competitive compared to grey and blue hydrogen, which are derived from fossil fuels. Despite declining costs of renewable energy, the levelized cost of hydrogen (LCOH) from electrolysis remains relatively high due to expensive raw materials, complex manufacturing processes, and infrastructure requirements.
Currently, Proton Exchange Membrane (PEM) and Solid Oxide Electrolyzers (SOE) rely on rare and costly metals like platinum, iridium, and ruthenium for catalysts, driving up production costs. The supply of these critical materials is limited, making it challenging to scale electrolyzer production without cost-effective alternatives. Additionally, while Alkaline Water Electrolyzers (AWE) have lower upfront costs, their efficiency is lower compared to PEM and SOE technologies, resulting in higher electricity consumption per unit of hydrogen produced.
Another major concern is the high cost of renewable electricity, which directly impacts hydrogen production economics. Although the cost of solar and wind energy has dropped significantly over the past decade, variability in renewable energy supply can affect the efficiency and output of electrolyzers. Electrolyzers operate best under constant power loads, but integrating them with intermittent renewable energy sources like wind and solar requires energy storage solutions or grid balancing mechanisms, which add additional costs.
Key Market Trends
Rapid Expansion of Large-Scale Green Hydrogen Projects
One of the most significant trends in the Global Hydrogen Electrolyzer Market is the rapid expansion of large-scale green hydrogen projects. Governments and private enterprises worldwide are making substantial investments in gigawatt-scale (GW) hydrogen production facilities, aiming to accelerate the transition to a hydrogen-based economy. These projects are strategically located in regions with abundant renewable energy resources, such as Australia, the Middle East, Europe, and North America, where solar and wind power can be harnessed to produce low-cost green hydrogen.
Countries are actively integrating hydrogen into their energy transition strategies, launching national hydrogen roadmaps, and providing incentives to scale up production. For instance, the European Green Deal targets 10 million metric tons of renewable hydrogen production by 2030, supporting the development of electrolyzer gigafactories. Similarly, Saudi Arabia's NEOM project is set to become the world's largest green hydrogen plant, with a planned capacity of 4 GW of electrolyzers to produce hydrogen-based ammonia for global export. In the United States, the Biden Administration's Hydrogen Shot Initiative aims to reduce the cost of green hydrogen to USD1 per kg by 2031, making large-scale projects financially viable.
Key Market Players
Siemens AG
ITM Power plc
Air Products and Chemicals, Inc.
McPhy Energy S.A.
Cummins Inc.
Plug Power Inc.
Thyssenkrupp AG
Ballard Power Systems Inc.
Enel Green Power S.p.A.
Green Hydrogen Systems A/S
Report Scope:
In this report, the Global Hydrogen Electrolyzer Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Hydrogen Electrolyzer Market, By Technology:
Proton Exchange Membrane (PEM)
Alkaline Electrolyzer (AE)
Solid Oxide Electrolyzer (SOE)
Anion Exchange Membrane
Hydrogen Electrolyzer Market, By Power Generation:
500 kW
500-2,000 kW
2,000 kW
Hydrogen Electrolyzer Market, By End-Use Industry:
Chemical Industry
Refining
Power Generation
Others
Hydrogen Electrolyzer Market, By Region:
North America
United States
Canada
Mexico
Europe
Germany
France
United Kingdom
Italy
Spain
Belgium
Asia Pacific
China
India
Japan
South Korea
Australia
Indonesia
Vietnam
South America
Brazil
Colombia
Argentina
Chile
Middle East & Africa
Saudi Arabia
UAE
South Africa
Turkey
Israel
Competitive Landscape
Company Profiles: Detailed analysis of the major companies present in the Global Hydrogen Electrolyzer Market.
Available Customizations:
Global Hydrogen Electrolyzer Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report:
Company Information
Detailed analysis and profiling of additional market players (up to five).
Table of Contents
1. Solution Overview
1.1. Market Definition
1.2. Scope of the Market
1.2.1. Markets Covered
1.2.2. Years Considered for Study
1.2.3. Key Market Segmentations
2. Research Methodology
2.1. Objective of the Study
2.2. Baseline Methodology
2.3. Formulation of the Scope
2.4. Assumptions and Limitations
2.5. Sources of Research
2.5.1. Secondary Research
2.5.2. Primary Research
2.6. Approach for the Market Study
2.6.1. The Bottom-Up Approach
2.6.2. The Top-Down Approach
2.7. Methodology Followed for Calculation of Market Size & Market Shares
2.8. Forecasting Methodology
2.8.1. Data Triangulation & Validation
3. Executive Summary
4. Voice of Customer
5. Global Hydrogen Electrolyzer Market Overview
6. Global Hydrogen Electrolyzer Market Outlook
6.1. Market Size & Forecast
6.1.1. By Value
6.2. Market Share & Forecast
6.2.1. By Technology (Proton Exchange Membrane (PEM), Alkaline Electrolyzer (AE), Solid Oxide Electrolyzer (SOE), Anion Exchange Membrane)
6.2.2. By Power Generation (500 kW, 500-2,000 kW, 2,000 kW)
6.2.3. By End-Use Industry (Chemical Industry, Refining, Power Generation, Others)
6.2.4. By Region (North America, Europe, South America, Middle East & Africa, Asia Pacific)
6.3. By Company (2024)
6.4. Market Map
7. North America Hydrogen Electrolyzer Market Outlook
7.1. Market Size & Forecast
7.1.1. By Value
7.2. Market Share & Forecast
7.2.1. By Technology
7.2.2. By Power Generation
7.2.3. By End-Use Industry
7.2.4. By Country
7.3. North America: Country Analysis
7.3.1. United States Hydrogen Electrolyzer Market Outlook
7.3.1.1.Market Size & Forecast
7.3.1.1.1. By Value
7.3.1.2.Market Share & Forecast
7.3.1.2.1. By Technology
7.3.1.2.2. By Power Generation
7.3.1.2.3. By End-Use Industry
7.3.2. Canada Hydrogen Electrolyzer Market Outlook
7.3.2.1.Market Size & Forecast
7.3.2.1.1. By Value
7.3.2.2.Market Share & Forecast
7.3.2.2.1. By Technology
7.3.2.2.2. By Power Generation
7.3.2.2.3. By End-Use Industry
7.3.3. Mexico Hydrogen Electrolyzer Market Outlook
7.3.3.1.Market Size & Forecast
7.3.3.1.1. By Value
7.3.3.2.Market Share & Forecast
7.3.3.2.1. By Technology
7.3.3.2.2. By Power Generation
7.3.3.2.3. By End-Use Industry
8. Europe Hydrogen Electrolyzer Market Outlook
8.1. Market Size & Forecast
8.1.1. By Value
8.2. Market Share & Forecast
8.2.1. By Technology
8.2.2. By Power Generation
8.2.3. By End-Use Industry
8.2.4. By Country
8.3. Europe: Country Analysis
8.3.1. Germany Hydrogen Electrolyzer Market Outlook
8.3.1.1.Market Size & Forecast
8.3.1.1.1. By Value
8.3.1.2.Market Share & Forecast
8.3.1.2.1. By Technology
8.3.1.2.2. By Power Generation
8.3.1.2.3. By End-Use Industry
8.3.2. France Hydrogen Electrolyzer Market Outlook
8.3.2.1.Market Size & Forecast
8.3.2.1.1. By Value
8.3.2.2.Market Share & Forecast
8.3.2.2.1. By Technology
8.3.2.2.2. By Power Generation
8.3.2.2.3. By End-Use Industry
8.3.3. United Kingdom Hydrogen Electrolyzer Market Outlook
8.3.3.1.Market Size & Forecast
8.3.3.1.1. By Value
8.3.3.2.Market Share & Forecast
8.3.3.2.1. By Technology
8.3.3.2.2. By Power Generation
8.3.3.2.3. By End-Use Industry
8.3.4. Italy Hydrogen Electrolyzer Market Outlook
8.3.4.1.Market Size & Forecast
8.3.4.1.1. By Value
8.3.4.2.Market Share & Forecast
8.3.4.2.1. By Technology
8.3.4.2.2. By Power Generation
8.3.4.2.3. By End-Use Industry
8.3.5. Spain Hydrogen Electrolyzer Market Outlook
8.3.5.1.Market Size & Forecast
8.3.5.1.1. By Value
8.3.5.2.Market Share & Forecast
8.3.5.2.1. By Technology
8.3.5.2.2. By Power Generation
8.3.5.2.3. By End-Use Industry
8.3.6. Belgium Hydrogen Electrolyzer Market Outlook
8.3.6.1.Market Size & Forecast
8.3.6.1.1. By Value
8.3.6.2.Market Share & Forecast
8.3.6.2.1. By Technology
8.3.6.2.2. By Power Generation
8.3.6.2.3. By End-Use Industry
9. Asia Pacific Hydrogen Electrolyzer Market Outlook
9.1. Market Size & Forecast
9.1.1. By Value
9.2. Market Share & Forecast
9.2.1. By Technology
9.2.2. By Power Generation
9.2.3. By End-Use Industry
9.2.4. By Country
9.3. Asia Pacific: Country Analysis
9.3.1. China Hydrogen Electrolyzer Market Outlook
9.3.1.1.Market Size & Forecast
9.3.1.1.1. By Value
9.3.1.2.Market Share & Forecast
9.3.1.2.1. By Technology
9.3.1.2.2. By Power Generation
9.3.1.2.3. By End-Use Industry
9.3.2. India Hydrogen Electrolyzer Market Outlook
9.3.2.1.Market Size & Forecast
9.3.2.1.1. By Value
9.3.2.2.Market Share & Forecast
9.3.2.2.1. By Technology
9.3.2.2.2. By Power Generation
9.3.2.2.3. By End-Use Industry
9.3.3. Japan Hydrogen Electrolyzer Market Outlook
9.3.3.1.Market Size & Forecast
9.3.3.1.1. By Value
9.3.3.2.Market Share & Forecast
9.3.3.2.1. By Technology
9.3.3.2.2. By Power Generation
9.3.3.2.3. By End-Use Industry
9.3.4. South Korea Hydrogen Electrolyzer Market Outlook
9.3.4.1.Market Size & Forecast
9.3.4.1.1. By Value
9.3.4.2.Market Share & Forecast
9.3.4.2.1. By Technology
9.3.4.2.2. By Power Generation
9.3.4.2.3. By End-Use Industry
9.3.5. Australia Hydrogen Electrolyzer Market Outlook
9.3.5.1.Market Size & Forecast
9.3.5.1.1. By Value
9.3.5.2.Market Share & Forecast
9.3.5.2.1. By Technology
9.3.5.2.2. By Power Generation
9.3.5.2.3. By End-Use Industry
9.3.6. Indonesia Hydrogen Electrolyzer Market Outlook
9.3.6.1.Market Size & Forecast
9.3.6.1.1. By Value
9.3.6.2.Market Share & Forecast
9.3.6.2.1. By Technology
9.3.6.2.2. By Power Generation
9.3.6.2.3. By End-Use Industry
9.3.7. Vietnam Hydrogen Electrolyzer Market Outlook
9.3.7.1.Market Size & Forecast
9.3.7.1.1. By Value
9.3.7.2.Market Share & Forecast
9.3.7.2.1. By Technology
9.3.7.2.2. By Power Generation
9.3.7.2.3. By End-Use Industry
10. South America Hydrogen Electrolyzer Market Outlook
10.1. Market Size & Forecast
10.1.1. By Value
10.2. Market Share & Forecast
10.2.1. By Technology
10.2.2. By Power Generation
10.2.3. By End-Use Industry
10.2.4. By Country
10.3. South America: Country Analysis
10.3.1. Brazil Hydrogen Electrolyzer Market Outlook
10.3.1.1. Market Size & Forecast
10.3.1.1.1. By Value
10.3.1.2. Market Share & Forecast
10.3.1.2.1. By Technology
10.3.1.2.2. By Power Generation
10.3.1.2.3. By End-Use Industry
10.3.2. Colombia Hydrogen Electrolyzer Market Outlook
10.3.2.1. Market Size & Forecast
10.3.2.1.1. By Value
10.3.2.2. Market Share & Forecast
10.3.2.2.1. By Technology
10.3.2.2.2. By Power Generation
10.3.2.2.3. By End-Use Industry
10.3.3. Argentina Hydrogen Electrolyzer Market Outlook
10.3.3.1. Market Size & Forecast
10.3.3.1.1. By Value
10.3.3.2. Market Share & Forecast
10.3.3.2.1. By Technology
10.3.3.2.2. By Power Generation
10.3.3.2.3. By End-Use Industry
10.3.4. Chile Hydrogen Electrolyzer Market Outlook
10.3.4.1. Market Size & Forecast
10.3.4.1.1. By Value
10.3.4.2. Market Share & Forecast
10.3.4.2.1. By Technology
10.3.4.2.2. By Power Generation
10.3.4.2.3. By End-Use Industry
11. Middle East & Africa Hydrogen Electrolyzer Market Outlook
11.1. Market Size & Forecast
11.1.1. By Value
11.2. Market Share & Forecast
11.2.1. By Technology
11.2.2. By Power Generation
11.2.3. By End-Use Industry
11.2.4. By Country
11.3. Middle East & Africa: Country Analysis
11.3.1. Saudi Arabia Hydrogen Electrolyzer Market Outlook
11.3.1.1. Market Size & Forecast
11.3.1.1.1. By Value
11.3.1.2. Market Share & Forecast
11.3.1.2.1. By Technology
11.3.1.2.2. By Power Generation
11.3.1.2.3. By End-Use Industry
11.3.2. UAE Hydrogen Electrolyzer Market Outlook
11.3.2.1. Market Size & Forecast
11.3.2.1.1. By Value
11.3.2.2. Market Share & Forecast
11.3.2.2.1. By Technology
11.3.2.2.2. By Power Generation
11.3.2.2.3. By End-Use Industry
11.3.3. South Africa Hydrogen Electrolyzer Market Outlook
11.3.3.1. Market Size & Forecast
11.3.3.1.1. By Value
11.3.3.2. Market Share & Forecast
11.3.3.2.1. By Technology
11.3.3.2.2. By Power Generation
11.3.3.2.3. By End-Use Industry
11.3.4. Turkey Hydrogen Electrolyzer Market Outlook
11.3.4.1. Market Size & Forecast
11.3.4.1.1. By Value
11.3.4.2. Market Share & Forecast
11.3.4.2.1. By Technology
11.3.4.2.2. By Power Generation
11.3.4.2.3. By End-Use Industry
11.3.5. Israel Hydrogen Electrolyzer Market Outlook
