전해조 벤더 : Guidehouse Insights Leaderboard

Electrolyzers are the key technology required to produce green hydrogen using renewable electricity. The electrolyzer industry has seen significant investment and expansion over the past several years in response to policy support, interest from hard-to-abate sectors, and increasing competition among manufacturers. Although green hydrogen currently accounts for only a small fraction of global hydrogen production, a substantial pipeline of green hydrogen projects has taken shape, mostly at early development stages.

The current vendor landscape comprises legacy players with decades of experience in electrolyzer or fuel cell manufacturing, industrial players with established businesses in other energy technology verticals, and dedicated startups with novel technology offerings and business models. The scope of services offered by these companies varies substantially, from dedicated stack suppliers to end-to-end players with advanced integration and engineering, procurement, and construction capabilities.

Experience from scaling up other clean energy technologies indicates that not all of these companies are likely to be successful. Over the coming decade, some vendors will see their market share grow, assisted by successfully delivered projects and reductions in equipment costs. Others may find it more difficult to compete. Potential pitfalls include failure to scale in line with market demand, issues with technology performance or reliability, lack of effective capital discipline, and misalignment between service offerings and customer requirements. This Guidehouse Insights Leaderboard assesses 16 of the most prominent European and North American electrolyzer vendors across eight broad metrics linked to company strategy and execution. Its purpose is to clarify the current competitive position of the players vying to supply electrolyzer equipment to the emerging green hydrogen production industry.

Top 10 Vendors

John Cockerill

thyssenkrupp nucera

Nel Hydrogen

Siemens Energy

Plug Power

Electric Hydrogen

Accelera by Cummins

ITM Power

HydrogenPro

Sunfire

Table of Contents

1. Executive Summary

• 1.1 Market Introduction
• 1.2 The Guidehouse Insights Leaderboard Grid

2. Market Overview

• 2.1 Electrolyzer Characterization and Definition
• 2.2 Market Drivers
• 2.3 Market Barriers
• 2.4 Market Trends
• 2.5 Manufacturing Capacity

3. The Guidehouse Insights Leaderboard

• 3.1 The Guidehouse Insights Leaderboard Categories
  • 3.1.1 Leaders
  • 3.1.2 Contenders
  • 3.1.3 Challengers
  • 3.1.4 Followers
• 3.2 The Guidehouse Insights Leaderboard Grid

4. Company Rankings

• 4.1 Leaders
  • 4.1.1 John Cockerill
  • 4.1.2 thyssenkrupp nucera
  • 4.1.3 Nel Hydrogen
• 4.2 Contenders
  • 4.2.1 Siemens Energy
  • 4.2.2 Plug Power
  • 4.2.3 Electric Hydrogen
  • 4.2.4 Accelera by Cummins
  • 4.2.5 ITM Power
  • 4.2.6 HydrogenPro
  • 4.2.7 Sunfire
  • 4.2.8 McPhy
  • 4.2.9 Green Hydrogen Systems
  • 4.2.10 Topsoe
  • 4.2.11 Bloom Energy
• 4.3 Challengers
  • 4.3.1 Enapter
  • 4.3.2 Elogen

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study and Methodology

• 8.1 Scope of Study
• 8.2 Sources and Methodology
  • 8.2.1 Vendor Selection
  • 8.2.2 Ratings Scale
    • 8.2.2.1 Score Calculations
  • 8.2.3 Criteria Definitions
    • 8.2.3.1 Strategy
    • 8.2.3.2 Execution