전해조 수요와 공급 전망 : 그린 수소 생산기술 - 세계의 생산능력 및 매출 예측(2023-2032년)

This report provides an analysis of electrolyzer supply and demand dynamics over the coming decade. It includes forecasts for cumulative electrolyzer capacity deployments, annual revenues, and average system CAPEX between 2023 and 2032, as well as information on announced manufacturing capacity over the same period. This data informs Guidehouse Insights' assessment of the opportunities and challenges faced by manufacturers, project developers, and other hydrogen stakeholders in key global markets.

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 Market Forecast

2. Market Issues

• 2.1 Drivers
• 2.2 Barriers
• 2.3 Pricing

3. Technology Issues

• 3.1 Technology Overview
  • 3.1.1 Alkaline Electrolyzers
  • 3.1.2 Polymer Electrolyte Membrane Electrolyzers
  • 3.1.3 Solid Oxide Electrolyzers
  • 3.1.4 Anion Exchange Membrane Electrolyzers
  • 3.1.5 Emerging Electrolyzer Technologies
• 3.2 Choice of Technology
• 3.3 Choice of Manufacturer
• 3.4 Evolution in Module Sizes
• 3.5 Advances in Manufacturing Automation

4. Policy Issues

• 4.1 Introduction
  • 4.1.1 United States
  • 4.1.2 Canada
  • 4.1.3 European Union
  • 4.1.4 United Kingdom
  • 4.1.5 China
  • 4.1.6 Japan
  • 4.1.7 India
  • 4.1.8 Australia

5. Industry Value Chain

• 5.1 Manufacturers
• 5.2 Other Players
• 5.3 Partnerships and JV Agreements
• 5.4 Manufacturing Capacity

6. Market Forecasts

• 6.1 Methodology
• 6.2 Global Market Overview
• 6.3 Regional Market Overview
  • 6.3.1 North America
  • 6.3.2 Europe
  • 6.3.3 Asia Pacific
  • 6.3.4 Latin America
  • 6.3.5 Middle East & Africa

7. Conclusions and Recommendations

• 7.1 Key Takeaways
• 7.2 Recommendations
  • 7.2.1 Electrolyzer Manufacturers
  • 7.2.2 Project Developers
  • 7.2.3 Capital Providers

8. Acronym and Abbreviation List

9. Table of Contents

10. Table of Charts and Figures

11. Scope of Study, Sources and Methodology, Notes