한글목차

세계의 PEM 물 전해조 시장 규모는 2024년 78억 달러로 평가되었고, 예측 기간 중 CAGR 6.9%로 성장할 전망이며, 2030년에는 117억 달러에 달할 것으로 예측되고 있습니다.

PEM 물 전해조는 신재생 에너지원을 사용하여 수소를 제조하는 데 중요한 역할을 하기 때문에 그린수소에 대한 수요 증가가 이 시장의 주요 촉진요인이 되고 있습니다. PEM 물 전해조는 탈탄소화가 최우선 과제인 발전, 수송, 중공업 등의 분야에서 그 중요성이 높아지고 있습니다. 세액공제, 보조금, 기후 정책 등 정부의 지원책이 수소 개발을 가속화하고 PEM 전해조의 상업적 매력을 높이고 있습니다. 기술의 진보는, 이러한 시스템을 보다 효율적이고 스케일러블한 것으로 만들고 있어 연료 전지 전기자동차(FCEV), 공업용 가스, 신재생 에너지 저장 등, 보다 광범위한 용도가 채용을 뒷받침하고 있습니다. 여기에 대규모 투자 및 세계 협력 관계로 대규모 수소 프로젝트 전개가 가능해져 시장 확대에 박차를 가하고 있습니다.

시장 성장 촉진요인

그린수소 수요 증가 및 탈탄소화에 대한 노력

주요 시장 과제

높은 자본 비용 및 투자 요건

주요 시장 동향

수소 인프라 투자 및 정부 지원 증가

목차

제1장 개요

제2장 조사 방법

제3장 주요 요약

제4장 고객의 목소리

제5장 세계의 PEM 물 전해조 시장 전망

• 시장 규모 및 예측
  • 금액별
• 시장 점유율 및 예측
  • 유형별(소규모형, 중규모형, 대규모형)
  • 용도별(발전소, 제철소, 전자기기 및 태양광 발전, 산업 가스, 에너지 저장 또는 FCEV용 연료 공급, 기타)
  • 지역별(북미, 유럽, 남미, 중동 및 아프리카, 아시아태평양)
• 기업별(2024년)
• 시장 맵

제6장 북미의 PEM 물 전해조 시장 전망

• 시장 규모 및 예측
• 시장 점유율 및 예측
• 북미 : 국가별 분석
  • 미국
  • 캐나다
  • 멕시코

제7장 유럽의 PEM 물 전해조 시장 전망

• 시장 규모 및 예측
• 시장 점유율 및 예측
• 유럽 : 국가별 분석
  • 독일
  • 프랑스
  • 영국
  • 이탈리아
  • 스페인

제8장 아시아태평양의 PEM 물 전해조 시장 전망

• 시장 규모 및 예측
• 시장 점유율 및 예측
• 아시아태평양 : 국가별 분석
  • 중국
  • 인도
  • 일본
  • 한국
  • 호주

제9장 중동 및 아프리카의 PEM 물 전해조 시장 전망

• 시장 규모 및 예측
• 시장 점유율 및 예측
• 중동 및 아프리카 : 국가별 분석
  • 사우디아라비아
  • 아랍에미리트(UAE)
  • 남아프리카

제10장 남미의 PEM 물 전해조 시장 전망

• 시장 규모 및 예측
• 시장 점유율 및 예측
• 남미 : 국가별 분석
  • 브라질
  • 콜롬비아
  • 아르헨티나

제11장 시장 역학

• 성장 촉진요인
• 과제

제12장 시장 동향 및 발전

• 합병 및 인수
• 제품 출시
• 최근 동향

제13장 기업 프로파일

• Air Liquide
• Air Products and Chemicals, Inc.
• Cummins Inc.
• Erre Due spa
• LARSEN & TOUBRO LIMITED
• Nel ASA
• ostermeier H2ydrogen Solutions GmbH
• Siemens Energy

제14장 전략적 제안

제15장 기업 소개 및 면책사항

영문목차

The Global PEM Water Electrolyzer Market was valued at USD 7.8 billion in 2024 and is projected to reach USD 11.7 billion by 2030, growing at a CAGR of 6.9% during the forecast period. The increasing demand for green hydrogen is a primary driver of this market, as PEM water electrolyzers play a crucial role in producing hydrogen using renewable energy sources. Their significance is growing in sectors like power generation, transportation, and heavy industry, where decarbonization is a top priority. Supportive government initiatives, such as tax credits, subsidies, and climate policies, are accelerating hydrogen development, enhancing the commercial appeal of PEM electrolyzers. Advances in technology are making these systems more efficient and scalable, while broader applications-including fuel cell electric vehicles (FCEVs), industrial gases, and renewable energy storage-are boosting adoption. Furthermore, significant investments and global collaborations are enabling the deployment of large-scale hydrogen projects, further fueling the market's expansion.

Key Market Drivers

Rising Demand for Green Hydrogen and Decarbonization Efforts

The growing emphasis on decarbonization is significantly accelerating the demand for green hydrogen, making it one of the leading drivers of the global PEM water electrolyzer market. Green hydrogen, generated through electrolysis powered by renewable energy, offers a sustainable alternative to fossil fuels in carbon-intensive sectors such as transportation, manufacturing, and energy storage. PEM electrolyzers are critical in this context, enabling efficient hydrogen production by splitting water molecules using electricity from renewable sources. Their ability to start quickly and respond to variable power inputs makes them ideal for pairing with wind and solar energy.

Governments worldwide are increasingly integrating hydrogen into their clean energy roadmaps. In Europe, the Hydrogen Strategy for a Climate-Neutral Europe and the EU Green Deal aim to scale renewable hydrogen infrastructure significantly. Similarly, the United States is backing hydrogen development through federal funding and regulatory support as part of its clean energy transition under the Biden administration. These developments are encouraging private-sector investment and supporting PEM electrolyzers as a foundational technology for the global green hydrogen economy.

Key Market Challenges

High Capital Costs and Investment Requirements

A significant challenge for the global PEM water electrolyzer market is the high upfront capital investment required for system deployment. Compared to alkaline electrolyzers, PEM systems involve more complex manufacturing processes and depend on costly materials such as platinum and iridium for their catalysts. The expense associated with proton exchange membranes and specialized components further adds to the total system cost, creating a barrier for widespread commercial adoption.

For utility-scale applications, this cost issue becomes more pronounced, requiring large investments and favorable financial conditions to ensure project viability. While government incentives and renewable energy availability help mitigate these challenges, the lack of cost parity with conventional hydrogen production methods remains a concern. Continued research, development, and scaling will be essential to reduce material and manufacturing costs and improve overall economic feasibility.

Key Market Trends

Increasing Investment and Government Support for Hydrogen Infrastructure

The global PEM water electrolyzer market is benefiting from growing public and private investment in hydrogen infrastructure. As part of broader climate goals, governments are allocating substantial resources to expand hydrogen production, distribution, and storage networks. Europe is leading this movement, with plans to produce 10 million tons of green hydrogen by 2030 under the European Commission's hydrogen roadmap. Funding programs and policy incentives are aimed at establishing hydrogen hubs and facilitating the commercialization of PEM electrolyzer technologies.

This investment surge is mirrored in other regions such as North America and Asia Pacific, where nations are launching national hydrogen strategies and partnering with private firms to deploy scalable hydrogen solutions. These efforts are contributing to a more robust hydrogen economy, where PEM electrolyzers are increasingly recognized as a reliable and efficient component for producing clean energy.

Key Market Players

• Air Liquide
• Air Products and Chemicals, Inc.
• Cummins Inc.
• Erre Due s.p.a.
• LARSEN & TOUBRO LIMITED
• Nel ASA
• ostermeier H2ydrogen Solutions GmbH
• Siemens Energy

Report Scope:

In this report, the Global PEM Water Electrolyzer Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:

PEM Water Electrolyzer Market, By Type:

• Small Scale Type
• Middle Scale Type
• Large Scale Type

PEM Water Electrolyzer Market, By Application:

• Power Plants
• Steel Plant
• Electronics and Photovoltaics
• Industrial Gases
• Energy Storage or Fueling for FCEVs
• Others

PEM Water Electrolyzer Market, By Region:

• North America
  • United States
  • Canada
  • Mexico
• Europe
  • Germany
  • France
  • United Kingdom
  • Italy
  • Spain
• Asia Pacific
  • China
  • India
  • Japan
  • South Korea
  • Australia
• South America
  • Brazil
  • Colombia
  • Argentina
• Middle East & Africa
  • Saudi Arabia
  • UAE
  • South Africa

Competitive Landscape

Company Profiles: Detailed analysis of the major companies present in the Global PEM Water Electrolyzer Market.

Available Customizations:

Global PEM Water 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. Product 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. Key Industry Partners
• 2.4. Major Association and Secondary Sources
• 2.5. Forecasting Methodology
• 2.6. Data Triangulation & Validation
• 2.7. Assumptions and Limitations

3. Executive Summary

• 3.1. Overview of the Market
• 3.2. Overview of Key Market Segmentations
• 3.3. Overview of Key Market Players
• 3.4. Overview of Key Regions/Countries
• 3.5. Overview of Market Drivers, Challenges, and Trends

4. Voice of Customer

5. Global PEM Water Electrolyzer Market Outlook

• 5.1. Market Size & Forecast
  • 5.1.1. By Value
• 5.2. Market Share & Forecast
  • 5.2.1. By Type (Small Scale Type, Middle Scale Type, Large Scale Type)
  • 5.2.2. By Application (Power Plants, Steel Plant, Electronics and Photovoltaics, Industrial Gases, Energy Storage or Fueling for FCEVs, Others)
  • 5.2.3. By Region (North America, Europe, South America, Middle East & Africa, Asia Pacific)
• 5.3. By Company (2024)
• 5.4. Market Map

6. North America PEM Water Electrolyzer Market Outlook

• 6.1. Market Size & Forecast
  • 6.1.1. By Value
• 6.2. Market Share & Forecast
  • 6.2.1. By Type
  • 6.2.2. By Application
  • 6.2.3. By Country
• 6.3. North America: Country Analysis
  • 6.3.1. United States PEM Water Electrolyzer Market Outlook
    • 6.3.1.1. Market Size & Forecast
      • 6.3.1.1.1. By Value
    • 6.3.1.2. Market Share & Forecast
      • 6.3.1.2.1. By Type
      • 6.3.1.2.2. By Application
  • 6.3.2. Canada PEM Water Electrolyzer Market Outlook
    • 6.3.2.1. Market Size & Forecast
      • 6.3.2.1.1. By Value
    • 6.3.2.2. Market Share & Forecast
      • 6.3.2.2.1. By Type
      • 6.3.2.2.2. By Application
  • 6.3.3. Mexico PEM Water Electrolyzer Market Outlook
    • 6.3.3.1. Market Size & Forecast
      • 6.3.3.1.1. By Value
    • 6.3.3.2. Market Share & Forecast
      • 6.3.3.2.1. By Type
      • 6.3.3.2.2. By Application

7. Europe PEM Water Electrolyzer Market Outlook

• 7.1. Market Size & Forecast
  • 7.1.1. By Value
• 7.2. Market Share & Forecast
  • 7.2.1. By Type
  • 7.2.2. By Application
  • 7.2.3. By Country
• 7.3. Europe: Country Analysis
  • 7.3.1. Germany PEM Water 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 Type
      • 7.3.1.2.2. By Application
  • 7.3.2. France PEM Water 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 Type
      • 7.3.2.2.2. By Application
  • 7.3.3. United Kingdom PEM Water 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 Type
      • 7.3.3.2.2. By Application
  • 7.3.4. Italy PEM Water Electrolyzer Market Outlook
    • 7.3.4.1. Market Size & Forecast
      • 7.3.4.1.1. By Value
    • 7.3.4.2. Market Share & Forecast
      • 7.3.4.2.1. By Type
      • 7.3.4.2.2. By Application
  • 7.3.5. Spain PEM Water Electrolyzer Market Outlook
    • 7.3.5.1. Market Size & Forecast
      • 7.3.5.1.1. By Value
    • 7.3.5.2. Market Share & Forecast
      • 7.3.5.2.1. By Type
      • 7.3.5.2.2. By Application

8. Asia Pacific PEM Water Electrolyzer Market Outlook

• 8.1. Market Size & Forecast
  • 8.1.1. By Value
• 8.2. Market Share & Forecast
  • 8.2.1. By Type
  • 8.2.2. By Application
  • 8.2.3. By Country
• 8.3. Asia Pacific: Country Analysis
  • 8.3.1. China PEM Water 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 Type
      • 8.3.1.2.2. By Application
  • 8.3.2. India PEM Water 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 Type
      • 8.3.2.2.2. By Application
  • 8.3.3. Japan PEM Water 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 Type
      • 8.3.3.2.2. By Application
  • 8.3.4. South Korea PEM Water 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 Type
      • 8.3.4.2.2. By Application
  • 8.3.5. Australia PEM Water 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 Type
      • 8.3.5.2.2. By Application

9. Middle East & Africa PEM Water Electrolyzer Market Outlook

• 9.1. Market Size & Forecast
  • 9.1.1. By Value
• 9.2. Market Share & Forecast
  • 9.2.1. By Type
  • 9.2.2. By Application
  • 9.2.3. By Country
• 9.3. Middle East & Africa: Country Analysis
  • 9.3.1. Saudi Arabia PEM Water 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 Type
      • 9.3.1.2.2. By Application
  • 9.3.2. UAE PEM Water 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 Type
      • 9.3.2.2.2. By Application
  • 9.3.3. South Africa PEM Water 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 Type
      • 9.3.3.2.2. By Application

10. South America PEM Water Electrolyzer Market Outlook

• 10.1. Market Size & Forecast
  • 10.1.1. By Value
• 10.2. Market Share & Forecast
  • 10.2.1. By Type
  • 10.2.2. By Application
  • 10.2.3. By Country
• 10.3. South America: Country Analysis
  • 10.3.1. Brazil PEM Water 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 Type
      • 10.3.1.2.2. By Application
  • 10.3.2. Colombia PEM Water 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 Type
      • 10.3.2.2.2. By Application
  • 10.3.3. Argentina PEM Water 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 Type
      • 10.3.3.2.2. By Application

11. Market Dynamics

• 11.1. Drivers
• 11.2. Challenges

12. Market Trends and Developments

• 12.1. Merger & Acquisition (If Any)
• 12.2. Product Launches (If Any)
• 12.3. Recent Developments

13. Company Profiles

• 13.1. Air Liquide
  • 13.1.1. Business Overview
  • 13.1.2. Key Revenue and Financials
  • 13.1.3. Recent Developments
  • 13.1.4. Key Personnel
  • 13.1.5. Key Product/Services Offered
• 13.2. Air Products and Chemicals, Inc.
• 13.3. Cummins Inc.
• 13.4. Erre Due s.p.a.
• 13.5. LARSEN & TOUBRO LIMITED
• 13.6. Nel ASA
• 13.7. ostermeier H2ydrogen Solutions GmbH
• 13.8. Siemens Energy

14. Strategic Recommendations

15. About Us & Disclaimer