전해조 시장(2024-2039년)

This is one of the most comprehensive market research studies on the global market for electrolyzers. Based on extensive research, the study provides an exhaustive analysis of trends and developments in the electrolyzer industry.

The study covers virtually every facet of the electrolyzer industry, and it assesses the offerings of as many as 76 electrolyzer vendors. The study evaluates the four major electrolyzer technologies and discusses their merits and demerits.

Table of Contents

1.0 Summary and Scope

• 1.1 Executive Summary
• 1.2 Scope of the Study
• 1.3 Acronyms

2.0 Introduction

• 2.1 Hydrogen as a Source of Energy
• 2.2 Methods of Producing Hydrogen
  • 2.2.1 Steam-Methane Reforming
  • 2.2.2 Electrolysis
• 2.3 Electrolyzer Technology
  • 2.3.1 Evaluating Electrolyzers
  • 2.3.2 Electrolyzer Components
  • 2.3.3 Electrolyzer Efficiency
• 2.4 Electrolyzer Types
  • 2.4.1 AWE Electrolyzers
  • 2.4.2 PEM Electrolyzers
  • 2.4.3 SOEC Electrolyzers
  • 2.4.4 AEM Electrolyzers
  • 2.4.5 Comparative Assessment
• 2.5 Deployment Prerequisites
  • 2.5.1 Water Availability
  • 2.5.2 Land Availability
• 2.6 Electrolysis Costs
  • 2.6.1 Cost Considerations
  • 2.6.2 Utilization Rate Impact
  • 2.6.3 Cost of Electricity

3.0 Growth Drivers & Barriers

• 3.1 Growth Drivers
  • 3.1.1 Demand for Green Hydrogen
  • 3.1.2 Climate Change
  • 3.1.3 Rising Fossil Fuel Prices
  • 3.1.4 Renewable Energy Deployments
  • 3.1.5 Shift to a Hydrogen Economy
  • 3.1.6 Automation
• 3.2 Barriers to Growth
  • 3.2.1 Cost-Related Barriers
  • 3.2.2 Mechanical Properties as Barriers
  • 3.2.3 Other Challenges
  • 3.2.4 Factors Behind Delays and Cancellations
• 3.3 Role of Raw Materials
  • 3.3.1 Platinum
  • 3.3.2 Iridium
  • 3.3.3 Titanium
  • 3.3.4 Scandium and Yttrium
  • 3.3.5 Nickel
  • 3.3.6 Cobalt
  • 3.3.7 Ruthenium
• 3.4 Raw Material Supply Constraints

4.0 AWE Electrolyzers

• 4.1 Description
• 4.2 Regular AWE vs. Pressurized AWE Electrolyzers
• 4.3 Areas of R&D
  • 4.3.1 Current Density
  • 4.3.2 Diaphragm Thickness
• 4.4 Operating Temperatures
• 4.5 AWE Electrolyzer Characteristics
• 4.6 Cost of AWE Electrolyzers
• 4.7 Raw Material Requirements
• 4.8 Pros and Cons
  • 4.8.1 Pros
  • 4.8.2 Cons
• 4.9 Key Players
• 4.10 Wrap-Up

5.0 PEM Electrolyzers

• 5.1 Description
• 5.2 Operation
• 5.3 Characteristics
• 5.4 Current Density
• 5.5 Cost of PEM Electrolyzers
• 5.6 Raw Materials
• 5.7 Pros & Cons
  • 5.7.1 Pros
  • 5.7.2 Cons
• 5.8 Key Players
• 5.9 Wrap-Up

6.0 SOEC Electrolyzers

• 6.1 Description
• 6.2 Operation
• 6.3 Characteristics
• 6.4 Current Density
• 6.5 Cost of SOEC Electrolyzers
• 6.6 Raw Materials
• 6.7 R&D
• 6.8 Pros and Cons
  • 6.8.1 Pros
  • 6.8.2 Cons
• 6.9 Key Players
• 6.10 Wrap-Up

7.0 AEM Electrolyzers

• 7.1 Description
• 7.2 Operation
• 7.3 Assessment
• 7.4 Current Density
• 7.5 Characteristics
• 7.6 Raw Materials
• 7.7 Cost of AEM Electrolyzers
• 7.8 Pros and Cons
  • 7.8.1 Pros
  • 7.8.2 Cons
• 7.9 Key Players
• 7.10 Wrap-Up

8.0 Overall Electrolyzer Analysis

• 8.1 Overview
• 8.2 Cold Start
• 8.3 Flexibility
• 8.4 Renewable Energy Fluctuations
• 8.5 Diaphragm Thickness
• 8.6 R&D
• 8.7 Cost Declines

9.0 Electrolyzer Initiatives

• 9.1 C-Cell Electrolyzers
• 9.2 2x40-GW Green Hydrogen Initiatives
• 9.3 REFHYNE Project
• 9.4 Green Octopus
• 9.5 GreenHyScale Project

10.0 Market Developments

• 10.1 Global Manufacturing Capacity
  • 10.1.1 Current Manufacturing Capacity
  • 10.1.2 Projected Manufacturing Capacity
• 10.2 Competitive Landscape
  • 10.2.1 New Market Entrants
  • 10.2.2 IPOs
  • 10.2.3 M&As

11.0 Vendor Profiles

• 11.1 Companies Marketing Multiple Electrolyzer-Types
  • 11.1.1 Air Liquide - PEM & AWE
  • 11.1.2 Asahi Kasei Corporation - AWE & AEM
  • 11.1.3 Cummins - AWE & PEM
  • 11.1.4 Horizon - AEM & PEM
  • 11.1.5 HydroStar - AEM & PEM
  • 11.1.6 John Cockerill Group (JCG) - AWE & PEM
  • 11.1.7 Nel Hydrogen - AWE & PEM
  • 11.1.8 Thyssenkrupp Nucera - AWE & SOEC
  • 11.1.9 PERIC Hydrogen Technologies Co. - AWE & PEM
  • 11.1.10 Plug Power - AWE & PEM
  • 11.1.11 Shanghai Electric - AWE & PEM
  • 11.1.12 Sunfire - AWE & SOEC
  • 11.1.13 Sungrow Power Supply Co. - AWE & PEM
  • 11.1.14 Other Vendors with Multiple Technologies
• 11.2 Companies Marketing AWE Electrolyzers
  • 11.2.1 Green Hydrogen Systems A/S - AWE
  • 11.2.2 HydrogenPro AS - AWE
  • 11.2.3 Hysata - AWE
  • 11.2.4 Larsen & Toubro - AWE
  • 11.2.5 LONGi Hydrogen - AWE
  • 11.2.6 Tianjin Mainland Hydrogen Equipment Co., Ltd. - AWE
  • 11.2.7 Other AWE Electrolyzer Vendors
• 11.3 Companies Marketing PEM Electrolyzers
  • 11.3.1 H2B2 Electrolysis Technologies - PEM
  • 11.3.2 ITM Power - PEM
  • 11.3.3 Ohmium International, Inc. - PEM
  • 11.3.4 Quest One (formerly H-TEC Systems) - PEM
  • 11.3.5 Siemens Energy - PEM
  • 11.3.6 Other PEM Electrolyzer Vendors
• 11.4 Companies Marketing SOEC Electrolyzers
  • 11.4.1 Bloom Energy - SOEC
  • 11.4.2 Ceres Power - SOEC
  • 11.4.3 FuelCell Energy - SOEC
  • 11.4.4 Genvia - SOEC
  • 11.4.5 Topsoe - SOEC
  • 11.4.6 Other SOEC Electrolyzer Vendors
• 11.5 Companies Marketing AEM Electrolyzers
  • 11.5.1 Cipher Neutron - AEM
  • 11.5.2 Enapter - AEM
  • 11.5.3 EvolOH, Inc. - AEM
  • 11.5.4 Next Hydrogen - AEM
  • 11.5.5 Other AEM Electrolyzer Vendors

12.0 Other Electrolyzer Technologies

• 12.1 Modular Bio-Electrochemical Systems
• 12.2 Microbial Fuel Cells

13.0 Regional Developments

• 13.1 Overview
• 13.2 Asia-Pacific
  • 13.2.1 Australia
  • 13.2.2 China
  • 13.2.3 India
  • 13.2.4 Japan
  • 13.2.5 Singapore
  • 13.2.6 South Korea
• 13.3 EMEA
  • 13.3.1 France
  • 13.3.2 Germany
  • 13.3.3 Spain
  • 13.3.4 U.K.
  • 13.3.5 Nordic Countries
  • 13.3.6 Other European Countries
  • 13.3.7 Middle East & Africa
• 13.4 Americas
  • 13.4.1 U.S.
  • 13.4.2 Canada
  • 13.4.3 Latin America

14.0 Market Size and Forecast

• 14.1 Global Electrolyzer Manufacturing Capacity
  • 14.1.1 Manufacturing Capacity Overview
  • 14.1.2 Electrolyzer Manufacturing Capacity Growth
  • 14.1.3 Electrolyzer Manufacturing Share by Region
  • 14.1.4 Electrolyzer Manufacturing Share by Technology
• 14.2 APAC Electrolyzer Manufacturing Capacity
  • 14.2.1 China
  • 4.2.2 RoAPAC
• 14.3 EMEA Electrolyzer Manufacturing Capacity
• 14.4 Americas Electrolyzer Manufacturing Capacity
• 14.5 Electrolyzer Manufacturing Revenue
  • 14.5.1 Factors Impacting Costs
  • 14.5.2 Electrolyzer Manufacturing Costs
• 14.6 Global Capacity and Revenue
  • 14.6.1 Global Capacity
  • 14.6.2 Global Revenue
• 14.7 Asia-Pacific Capacity & Revenue
  • 14.7.1 APAC Capacity
  • 14.7.2 APAC Revenue
• 14.8 Chinese Capacity & Revenue
  • 14.8.1 Chinese Capacity
  • 14.8.2 Chinese Revenue
• 14.9 Rest of APAC Capacity & Revenue
  • 14.9.1 RoAPAC Capacity
  • 14.9.2 RoAPAC Revenue
• 14.10 EMEA Capacity & Revenue
  • 14.10.1 EMEA Capacity
  • 14.10.2 EMEA Revenue
• 14.11 Americas Capacity & Revenue
  • 14.11.1 Americas Capacity
  • 14.11.2 Americas Revenue

15.0 Conclusion