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시장보고서
상품코드
1908631
양성자 교환막 연료전지 시장 규모, 점유율, 동향 분석 보고서 : 용도별, 유형별, 재료별, 지역별, 부문별 예측(2026-2033년)Proton Exchange Membrane Fuel Cell Market Size, Share & Trends Analysis Report By Application (Automotive, Stationery, Portable), By Type (High Temperature, Low Temperature), By Material, By Region, And Segment Forecasts, 2026 - 2033 |
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양성자 교환막 연료전지 시장 요약
세계의 양성자 교환막 연료전지 시장 규모는 2025년에 약 56억 8,000만 달러이며, 2033년까지 272억 3,000만 달러에 달할 것으로 예측됩니다.
2026-2033년까지 22.4%의 연평균 성장률을 보일 것으로 예상됩니다. 이 시장은 운송 부문과 에너지 부문의 탈탄소화라는 전 세계 긴급한 과제에 힘입어 크게 성장하고 있습니다.
각 국가와 기업들이 야심찬 순배출량 제로 목표를 제시하는 가운데, 양성자 교환막 연료전지(PEMFC) 기술은 배출량 감축이 어려운 응용 분야에서 중요한 솔루션으로 부상하고 있습니다.
배터리 전기자동차(BEV)와 달리 버스, 트럭, 기차 등 PEMFC 구동 차량은 장거리 주행과 빠른 연료 보급이 가능하기 때문에 대형 상용차 및 상업용 차량에 특히 매력적입니다. 보조금과 무공해차 의무화를 포함한 엄격한 기후 정책 및 녹색 규제 프레임워크와의 정합성은 시장 성장에 대한 강력한 하향식 추진력을 제공하고, 전 세계 투자와 보급을 촉진하고 있습니다.
PEMFC는 청정 수소의 주요 최종 이용 기술입니다. 그 결과 수소 제조, 저장 및 충전소에 대한 공공 및 민간 투자가 확대되고 있으며, PEMFC의 실용화에 필요한 생태계가 구축되고 있습니다. 유럽연합의 수소 전략과 미국 에너지부의 '수소에너지 어스샷' 등의 이니셔티브는 공급망에 수십억 달러를 투입하여 친환경 수소의 비용 절감과 '닭과 달걀'의 문제를 해결하고 있습니다. 이러한 확대되는 인프라 기반은 차량에서 고정형 전원에 이르기까지 PEMFC 애플리케이션에 대한 신뢰와 수요를 직접적으로 촉진하고 있습니다.
지속적인 연구개발을 통해 막의 내구성, 촉매 효율(특히 백금 부하량 감소로 인한 촉매 효율), 시스템 통합성이 향상되고 있습니다. 생산량 증가에 따른 규모의 경제로 인해 기존 고비용이었던 연료전지 스택 및 플랜트 밸런스 부품의 가격이 하락하고 있습니다. 또한, 양산 기술 혁신과 부품 표준화를 통해 PEMFC 시스템은 기존 기술과 상업적으로 경쟁할 수 있으며, 이동식 및 고정식 발전 분야 모두에서 가치 제안이 강화되고 있습니다.
특히 데이터센터, 통신 및 중요 인프라 분야에서 내결함성과 청정성을 겸비한 백업 전원 솔루션에 대한 수요가 증가함에 따라 시장이 더욱 확대되고 있습니다. PEMFC는 기존 디젤 발전기와 비교했을 때, 정숙성, 저공해, 저배출, 안정적인 전원 공급, 더 긴 연속 가동 시간 등 뚜렷한 장점을 가지고 있습니다. 기업의 지속가능성 목표와 전력망에 의존하지 않는 고품질 전력 공급의 필요성이 일치하는 가운데, 이 응용 분야는 주목할 만한 주목을 받고 있습니다. 동시에 창고 및 물류센터 내 지게차를 중심으로 한 자재 운반기기 시장은 PEMFC의 운영 및 경제성 측면에서 장점을 입증한 성공사례로 산업분야의 보급 기반을 구축하는 선구적인 도입 분야로 자리매김하고 있습니다.
자주 묻는 질문
목차
제1장 조사 방법과 범위
제2장 주요 요약
제3장 시장 변수, 동향 및 범위
- 시장 계보 전망
- 밸류체인 분석
- 규제 프레임워크
- 규격과 컴플라이언스
- 규제 영향 분석
- 시장 역학
- Porter's Five Forces 분석
- PESTLE 분석
제4장 양성자 교환막 연료전지 시장 : 용도별 추정·동향 분석
- 양성자 교환막 연료전지 시장 : 용도별 변동 분석(2025년 및 2033년)
- 자동차
- 전력 변환
- 휴대용
- 기타
제5장 양성자 교환막 연료전지 시장 : 유형별 추정·동향 분석
- 양성자 교환막 연료전지 시장 : 유형별 변동 분석, 2025년 및 2033년
- 고온
- 저온
제6장 양성자 교환막 연료전지 시장 : 재료별 추정·동향 분석
- 양성자 교환막 연료전지 시장 : 재료 변동 분석, 2025년 및 2033년
- 막전극 어셈블리
- 하드웨어
- 기타
제7장 양성자 교환막 연료전지 시장 : 지역별 추정·동향 분석
- 지역별 분석, 2025년 및 2033년
- 북미
- 미국
- 캐나다
- 멕시코
- 유럽
- 독일
- 영국
- 스페인
- 이탈리아
- 네덜란드
- 아시아태평양
- 중국
- 인도
- 일본
- 한국
- 호주
- 라틴아메리카
- 브라질
- 아르헨티나
- 중동 및 아프리카
- 사우디아라비아
- 아랍에미리트
- 남아프리카공화국
제8장 경쟁 구도
- 주요 시장 진입 기업의 최근 동향
- 기업 분류
- List of Key Component Suppliers &Channel Partners
- 2025년의 기업 시장 점유율과 포지셔닝 분석
- 히트맵 분석
- 벤더 상황
- 원재료 공급업체 리스트
- 판매대리점·무역회사 리스트
- 기타 주요 제조업체 리스트
- List of Prospective Materials
- 전략 매핑
- 기업 개요/상장 기업 리스트
- Altergy
- AVL
- Ballard Power Systems
- Cummins Inc.
- Horizon Fuel Cell Technologies
- Intelligent Energy Limited
- ITM Power PLC
- Nedstack Fuel Cell Technology BV
- Plug Power Inc.
- PowerCell Sweden AB
Proton Exchange Membrane Fuel Cell Market Summary
The global proton exchange membrane fuel cell market size was at approximately USD 5.68 billion in 2025 and is projected to reach USD 27.23 billion by 2033, growing at a CAGR of 22.4% from 2026 to 2033. The market is experiencing significant expansion, primarily driven by the urgent global imperative to decarbonize the transportation and energy sectors.
As nations and corporations commit to ambitious net-zero emissions targets, proton exchange membrane fuel cell (PEMFC) technology has emerged as a critical solution for hard-to-abate applications.
Unlike battery electric vehicles (BEVs), PEMFC-powered vehicles, such as buses, trucks, and trains, offer long ranges and rapid refueling times, making them particularly attractive for heavy-duty and commercial fleet applications. This alignment with stringent climate policies and green regulatory frameworks, including subsidies and zero-emission vehicle mandates, is providing a powerful top-down impetus for market growth, encouraging investment and adoption across the globe.
PEMFCs are the primary end use technology for clean hydrogen. Consequently, significant public and private investments in hydrogen production, storage, and refueling stations are creating the necessary ecosystem for PEMFC viability. Initiatives like the European Union's Hydrogen Strategy and the U.S. Department of Energy's Hydrogen Energy Earthshot are funneling billions into the supply chain, reducing the cost of green hydrogen and addressing the critical "chicken-and-egg" challenge. This expanding infrastructure backbone directly fuels confidence and demand for PEMFC applications, from vehicles to stationary power.
Continuous research and development have led to improvements in membrane durability, catalyst efficiency (notably through reduced platinum loading), and system integration. Economies of scale, as manufacturing volumes increase, are driving down the historically high cost of fuel cell stacks and balance-of-plant components. Furthermore, innovations in mass production techniques and the standardization of components are making PEMFC systems more competitive commercially with incumbent technologies, enhancing their value proposition for both mobility and stationary power generation.
The market is further propelled by the growing demand for resilient and clean backup power solutions, especially within the data center, telecommunications, and critical infrastructure sectors. PEMFCs offer distinct advantages over traditional diesel generators, providing quiet, low-emission, and reliable power with longer continuous runtimes. This application is gaining substantial traction as corporate sustainability goals converge with the need for grid-independent, high-quality power. Simultaneously, the material handling equipment market, particularly for forklifts in warehouses and distribution centers, has become a proven and successful early adoption sector, demonstrating the operational and economic benefits of PEMFCs and paving the way for broader industrial acceptance.
Global Proton Exchange Membrane Fuel Cell Market Report Segmentation
This report forecasts revenue growth at global, regional, and country levels and provides an analysis of the latest industry trends in each of the sub-segments from 2021 to 2033. For this study, Grand View Research has segmented the global proton exchange membrane fuel cell market report based on application, type, material, and region.
- Application Outlook (Revenue, USD Million, 2021 - 2033)
- Automotive
- Stationary
- Portable
- Others
- Type Outlook (Revenue, USD Million, 2021 - 2033)
- High Temperature
- Low Temperature
- Material Outlook (Revenue, USD Million, 2021 - 2033)
- Membrane Electrode Assembly
- Hardware
- Others
- Regional Outlook (Revenue, USD Million, 2021 - 2033)
- North America
- U.S.
- Canada
- Mexico
- Europe
- Germany
- UK
- Spain
- Italy
- Netherlands
- Asia Pacific
- China
- India
- Japan
- South Korea
- Australia
- Latin America
- Brazil
- Argentina
- Middle East & Africa
- Saudi Arabia
- UAE
- South Africa
Table of Contents
Chapter 1. Methodology and Scope
- 1.1. Market Segmentation & Scope
- 1.2. Market Definition
- 1.3. Information Procurement
- 1.3.1. Information Analysis
- 1.3.2. Market Formulation & Data Visualization
- 1.3.3. Data Validation & Publishing
- 1.4. Research Scope and Assumptions
- 1.4.1. List of Data Types
Chapter 2. Executive Summary
- 2.1. Market Snapshot
- 2.2. Segmental Outlook
- 2.3. Competitive Outlook
Chapter 3. Market Variables, Trends, and Scope
- 3.1. Market Lineage Outlook
- 3.2. Value Chain Analysis
- 3.3. Regulatory Framework
- 3.3.1. Standards & Compliance
- 3.3.2. Regulatory Impact Analysis
- 3.4. Market Dynamics
- 3.4.1. Market Driver Analysis
- 3.4.2. Market Restraint Analysis
- 3.4.3. Market Opportunities
- 3.4.4. Market Challenges
- 3.5. Porter's Five Forces Analysis
- 3.5.1. Bargaining Power of Suppliers
- 3.5.2. Bargaining Power of Buyers
- 3.5.3. Threat of Substitution
- 3.5.4. Threat of New Entrants
- 3.5.5. Competitive Rivalry
- 3.6. PESTLE Analysis
- 3.6.1. Political
- 3.6.2. Economic
- 3.6.3. Social
- 3.6.4. Technology
- 3.6.5. Environmental
- 3.6.6. Legal
Chapter 4. Proton Exchange Membrane Fuel Cell Market: Application Estimates & Trend Analysis
- 4.1. Proton Exchange Membrane Fuel Cell Market: Application Movement Analysis, 2025 & 2033
- 4.2. Automotive
- 4.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 4.3. Power Conversion
- 4.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 4.4. PorTable
- 4.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 4.5. Others
- 4.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
Chapter 5. Proton Exchange Membrane Fuel Cell Market: Type Estimates & Trend Analysis
- 5.1. Proton Exchange Membrane Fuel Cell Market: Type Movement Analysis, 2025 & 2033
- 5.2. High Temperature
- 5.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 5.3. Low Temperature
- 5.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
Chapter 6. Proton Exchange Membrane Fuel Cell Market: Material Estimates & Trend Analysis
- 6.1. Proton Exchange Membrane Fuel Cell Market: Material Movement Analysis, 2025 & 2033
- 6.2. Membrane Electrode Assembly
- 6.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 6.3. Hardware
- 6.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 6.4. Others
- 6.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
Chapter 7. Proton Exchange Membrane Fuel Cell Market: Regional Estimates & Trend Analysis
- 7.1. Regional Analysis, 2025 & 2033
- 7.2. North America
- 7.2.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.2.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.2.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.2.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.2.5. U.S.
- 7.2.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.2.5.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.2.5.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.2.5.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.2.6. Canada
- 7.2.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.2.6.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.2.6.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.2.6.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.2.7. Mexico
- 7.2.7.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.2.7.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.2.7.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.2.7.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.3. Europe
- 7.3.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.3.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.3.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.3.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.3.5. Germany
- 7.3.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.3.5.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.3.5.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.3.5.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.3.6. UK
- 7.3.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.3.6.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.3.6.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.3.6.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.3.7. Spain
- 7.3.7.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.3.7.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.3.7.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.3.7.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.3.8. Italy
- 7.3.8.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.3.8.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.3.8.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.3.8.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.3.9. Netherlands
- 7.3.9.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.3.9.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.3.9.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.3.9.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.4. Asia Pacific
- 7.4.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.4.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.4.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.4.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.4.5. China
- 7.4.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.4.5.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.4.5.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.4.5.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.4.6. India
- 7.4.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.4.6.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.4.6.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.4.6.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.4.7. Japan
- 7.4.7.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.4.7.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.4.7.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.4.7.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.4.8. South Korea
- 7.4.8.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.4.8.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.4.8.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.4.8.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.4.9. Australia
- 7.4.9.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.4.9.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.4.9.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.4.9.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.5. Latin America
- 7.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.5.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.5.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.5.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.5.5. Brazil
- 7.5.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.5.5.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.5.5.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.5.5.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.5.6. Argentina
- 7.5.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.5.6.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.5.6.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.5.6.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.6. Middle East & Africa
- 7.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.6.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.6.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.6.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.6.5. Saudi Arabia
- 7.6.5.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.6.5.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.6.5.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.6.5.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.6.6. UAE
- 7.6.6.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.6.6.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.6.6.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.6.6.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
- 7.6.7. South Africa
- 7.6.7.1. Market estimates and forecasts, 2021 - 2033 (USD Million)
- 7.6.7.2. Market estimates and forecasts, by application, 2021 - 2033 (USD Million)
- 7.6.7.3. Market estimates and forecasts, by type, 2021 - 2033 (USD Million)
- 7.6.7.4. Market estimates and forecasts, by material, 2021 - 2033 (USD Million)
Chapter 8. Competitive Landscape
- 8.1. Recent Developments By Key Market Participants
- 8.2. Company Categorization
- 8.3. List of Key Component Suppliers & Channel Partners
- 8.4. Company Market Share & Positioning Analysis, 2025
- 8.5. Heat Map Analysis
- 8.6. Vendor Landscape
- 8.6.1. List of Raw Material Suppliers
- 8.6.2. List of Distributors/Traders
- 8.6.3. List of Other Prominent Manufacturers
- 8.7. List of Prospective Materials
- 8.8. Strategy Mapping
- 8.9. Company Profiles/Listing
- 8.9.1. Altergy
- 8.9.1.1. Company Overview
- 8.9.1.2. Financial Performance
- 8.9.1.3. Product Benchmarking
- 8.9.2. AVL
- 8.9.2.1. Company Overview
- 8.9.2.2. Financial Performance
- 8.9.2.3. Product Benchmarking
- 8.9.3. Ballard Power Systems
- 8.9.3.1. Company Overview
- 8.9.3.2. Financial Performance
- 8.9.3.3. Product Benchmarking
- 8.9.4. Cummins Inc.
- 8.9.4.1. Company Overview
- 8.9.4.2. Financial Performance
- 8.9.4.3. Product Benchmarking
- 8.9.5. Horizon Fuel Cell Technologies
- 8.9.5.1. Company Overview
- 8.9.5.2. Financial Performance
- 8.9.5.3. Product Benchmarking
- 8.9.6. Intelligent Energy Limited
- 8.9.6.1. Company Overview
- 8.9.6.2. Financial Performance
- 8.9.6.3. Product Benchmarking
- 8.9.7. ITM Power PLC
- 8.9.7.1. Company Overview
- 8.9.7.2. Financial Performance
- 8.9.7.3. Product Benchmarking
- 8.9.8. Nedstack Fuel Cell Technology BV
- 8.9.8.1. Company Overview
- 8.9.8.2. Financial Performance
- 8.9.8.3. Product Benchmarking
- 8.9.9. Plug Power Inc.
- 8.9.9.1. Company Overview
- 8.9.9.2. Financial Performance
- 8.9.9.3. Product Benchmarking
- 8.9.10. PowerCell Sweden AB
- 8.9.10.1. Company Overview
- 8.9.10.2. Financial Performance
- 8.9.10.3. Product Benchmarking
- 8.9.1. Altergy
