PEM電気分解装置およびMEAコンポーネントの世界市場

世界のPEM電気分解装置およびMEAコンポーネントの市場規模は、2022年に7億3,760万米となりました。

同市場は、2022年～2027年の予測期間中に42.2%のCAGRで拡大し、2027年には43億米ドルに達すると予測されています。

当レポートでは、世界のPEM電気分解装置およびMEAコンポーネント市場について調査し、市場と技術の概要とともに、用途別、地域別動向、および市場に参入する企業のプロファイルなどを提供しています。

目次

第1章 イントロダクション

第2章 まとめとハイライト

第3章 電気分解装置業界の概要

• PEM電気分解装置市場
• PEM電気分解装置およびMEAコンポーネント市場
• PEM電気分解装置市場、セグメント別
• 市場予測
• 電気分解装置市場

第4章 市場と技術の概要

• 技術概要
• 電気分解装置
• 電気分解装置の主要コンポーネント
• 市場概要
• バリューチェーン
• 政府の政策

第5章 PEM電気分解装置のコンポーネントと市場

第6章 PEM電気分解装置市場、用途別

• 水素燃料ステーション
• 化学業界
• 製油所
• その他

第7章 市場内訳、地域別

• 戦争分析
• ロシア・ウクライナ戦争
• 中国と台湾の間の緊張
• アジア太平洋
• 欧州
• 北米
• その他の地域

第8章 大規模注文と設置

第9章 企業プロファイル

• PEM電気分解装置およびコンポーネントメーカー
• PEM電気分解装置メーカーの企業プロファイル
• AREVA H2GEN(ACQUIRED BY GTT)
• ASAHI KASEI
• CARBOTECH
• CHENGDU VERTEX INDUSTRY CO. LTD.
• CUMMINS INC.
• DENORA
• ELOGEN(ACQUIRED BY GTT)
• ERREDUE SPA
• GINER ELX(ACQUIRED BY PLUG POWER)
• GREEN H2 SYSTEMS
• HELE TITANIUM
• HIAT GGMBH
• HONDA
• HYTRON
• IGAS ENERGY PLC
• INEOS
• ITM POWER
• KOBELCO
• MAN ENERGY(H-TEC)
• NEL HYDROGEN
• OHMIUM INTERNATIONAL
• PEAK SCIENTIFIC
• PLUG POWER INC.
• SIEMENS ENERGY
• コンポーネントメーカーの企業プロファイル
• 3M
• ADVENT
• AVCARB
• BALLARD POWER SYSTEMS
• BASF
• CHEMOURS CO.
• FREUDENBERG
• GREENERITY3(SUBSIDIARY OF TORAY)
• HERAEUS
• HYPLAT
• ION POWER
• IRD FUEL TECHNOLOGY
• JOHNSON MATTHEY
• MITSUBISHI CHEMICAL CORP.
• SGL CARBON
• SOLVAY
• TANAKA PRECIOUS METALS
• TORAY
• UMICORE
• W. L. GORE & ASSOCIATES, INC.

List of Tables

• Summary Table : Global PEMEL Market, by Application, Through 2027

Table A : Report Resources

• Table 1 : MEA Component Market
• Table 2 : Global Electrolyzer Market, by Technology, 2020
• Table 3 : Key Characteristics of Alkaline Electrolyzers
• Table 4 : Key Characteristics of PEM Electrolyzers
• Table 5 : Key Characteristics of SOEC Electrolyzers
• Table 6 : Key Characteristics of AEM Electrolyzers
• Table 7 : Electrolyzer Components and Materials
• Table 8 : Key Hydrogen and Electrolyzer Initiatives
• Table 9 : Key Hydrogen R&D Programs
• Table 10 : Key Manufacturers of PEM Electrolyzer Components
• Table 11 : Global PEMEL Market, by MEA Component, Through 2027
• Table 12 : Global PEMEL Market, by Application, Through 2027
• Table 13 : Global PEMEL Market in HFS, by Region, Through 2027
• Table 14 : Key HFS Technologies and Associated Cost Analysis
• Table 15 : HFS Projects Referred to in the Report
• Table 16 : Global PEMEL Market in Chemical Industry, Through 2027
• Table 17 : Chemical Production Projects Referred to in the Report
• Table 18 : European PEMEL Market in Refinery Industry, Through 2027
• Table 19 : Refinery Projects Referred to in the Report
• Table 20 : Global PEMEL Market in Other Applications, by Region, Through 2027
• Table 21 : Other Application Projects Referred to in the Report
• Table 22 : Global PEM Electrolyzers Market, by Region, Through 2027
• Table 23 : APAC PEMEL Market, by Application, Through 2027
• Table 24 : PEM Electrolyzer Projects in APAC, by Country, 2019-2028
• Table 25 : PEM Electrolyzer Projects in APAC, by Application, 2019-2028
• Table 26 : EU PEMEL Market, by Application, Through 2027
• Table 27 : PEM Electrolyzer Projects in EU, by Country, 2019-2030
• Table 28 : PEM Electrolyzer Projects in EU, by Application, 2019-2030
• Table 29 : Planned and Announced PEMEL Projects in the U.S., by Capacity, June 2021
• Table 30 : North American PEMEL Market, by Application, Through 2027
• Table 31 : PEM Electrolyzer Projects in North America, by Country, 2019-2025
• Table 32 : PEM Electrolyzer Projects in North America, by Application, 2019-2025
• Table 33 : RoW PEMEL Market, by Application, Through 2027
• Table 34 : PEM Electrolyzer Projects in RoW, by Country, 2021-2024
• Table 35 : PEM Electrolyzer Projects in RoW, by Application, 2021-2024
• Table 36 : Publicly Disclosed Large-Scale Orders and Installations
• Table 37 : PEM Electrolyzer Manufacturers' Headquarters and Manufacturing Locations
• Table 38 : Component Manufacturers Headquarters and Manufacturing Locations
• Table 39 : ITM Power: Products Offered
• Table 40 : 3M: Financial Performance, Through 2021
• Table 41 : SGL: Financial Performance, Through 2021

List of Figures

• Summary Figure : Global PEMEL Market, by Application, 2021-2027
• Figure 1 : PEM Electrolyzer Market Estimate
• Figure 2 : Stage 1: PEM Electrolyzer Component Cost Summary
• Figure 3 : Stage 2-MEA Components: PEM Electrolyzer Component Cost Summary
• Figure 4 : MEA Component Share in PEM Electrolyzer Cost
• Figure 5 : Global Electrolyzer Market Volume, by Type, 2015-2020
• Figure 6 : Global Electrolyzer Market Volume, by Region/Country, 2015-2020
• Figure 7 : New Electrolyzer Capacity Based on Projects Under Construction or Planned, by Region/Country, 2021-2030
• Figure 8 : Alkaline Electrolyzer
• Figure 9 : PEM Electrolyzer
• Figure 10 : Solid Oxide Electrolyzer
• Figure 11 : AEM Electrolyzer
• Figure 12 : PEM Electrolyzer Component Costs, by Percentage
• Figure 13 : Water Electrolysis System with PEM Technology
• Figure 14 : PEM Electrolyzer Components and Materials
• Figure 15 : PEM Electrolyzer 1 MW System Cost Analysis
• Figure 16 : PEM Electrolyzer 1 MW System Cost Reduction Potential
• Figure 17 : PEM Electrolyzer Value Chain
• Figure 18 : Electrolyzer Value Chain Trends, 2020-2030
• Figure 19 : PEM MEA Design
• Figure 20 : Semi-Automatic Stack Assembly Line
• Figure 21 : Catalyst Deposition Using Spray Coating
• Figure 22 : Powder Metallurgy Process for Producing Titanium Felts Used in the PTL
• Figure 23 : Production Process for Metal Bipolar Plates
• Figure 24 : Economies of Scale for CCM (1)
• Figure 25 : Economies of Scale for CCM (2)
• Figure 26 : Economies of Scale for PTL (1)
• Figure 27 : Economies of Scale for PTL (2)
• Figure 28 : Carbon Cloth and Ti-Based PTL Cost
• Figure 29 : Economies of Scale for Stack Cost (1)
• Figure 30 : Economies of Scale for Stack Cost (2)
• Figure 31 : Economies of Scale for PEM System Cost (1)
• Figure 32 : Economies of Scale for PEM System Cost (2)
• Figure 33 : Platinum Demand and Returns, Conservative Scenario [kg/a]
• Figure 34 : Platinum Demand and Returns, Progressive Scenario [kg/a]
• Figure 35 : Iridium Demand and Returns, Conservative Scenario [kg/a]
• Figure 36 : Iridium Demand and Returns, Progressive Scenario [kg/a]
• Figure 37 : Electrolyzer Applications, by Technology
• Figure 38 : Ammonia Production Using PEM Electrolyzers
• Figure 39 : Ammonia Production Using PEM Electrolyzers
• Figure 40 : Global Hydrogen Production Forecast, by Technology, 2020-2050
• Figure 41 : Global Electrolyzer Manufactured Capacity, by Technology, 2020-2050
• Figure 42 : Top 5 PGM Exporters and Their Share in Global Export
• Figure 43 : Top 5 Exporters of Electrolyzers and Their Share in Global Export
• Figure 44 : Top 5 Importers of Electrolyzers and Their Share in Global Import
• Figure 45 : Sites of U.S. PEM Electrolyzers, Installed and Planned, June 2021
• Figure 46 : U.S. Hydrogen Production Forecast, by Technology, 2020-2050
• Figure 47 : North American Manufacturer Electrolyzer Capacity, by Technology, 2020-2050
• Figure 48 : 3M: Revenue Share, by Segment, 2021
• Figure 49 : 3M: Revenue Share, by Region, 2021

Highlights:

The global PEM electrolyzer (PEMEL) market should grow from $737.6 million in 2022 to $4.3 billion by 2027 with a compound annual growth rate (CAGR) of 42.2% for the period of 2022-2027.

PEMEL market for hydrogen fueling stations should grow from $370.0 million in 2022 to $3.5 billion by 2027 with a compound annual growth rate (CAGR) of 56.9% for the period of 2022-2027.

PEMEL market for chemical industry should grow from $99.6 million in 2022 to $183.9 million by 2027 with a compound annual growth rate (CAGR) of 13.1% for the period of 2022-2027.

Report Scope:

This report briefly covers the leading electrolyzer technologies used in the water electrolysis process. It analyzes the PEMEL market and its regional and application segments. The report also includes an analysis of key components and their estimated and forecast markets by region.

Report Includes:

• 17 data tables and 26 additional tables
• An overview of the global market for proton exchange membrane electrolyzer (PEMEL) and membrane electrode assembly (MEA) components and related technologies
• Analyses of the global market trends, with market revenue (sales data) for 2021, estimates for 2022, and projections of compound annual growth rates (CAGRs) through 2027
• Evaluation and forecast the PEM Electrolyzer market size in value and volumetric means, and corresponding market share analysis segmented by type, component, application, and region
• Identification of viable technology drivers through a holistic review of leading electrolyzer technologies for new and existing applications in hydrogen refuelling stations, refineries, and the chemicals industry
• Assessment of major driving factors, trends, opportunities and challenges in this innovation driven market, with emphasis on recent developments in the PEM electrolyzer industry
• Estimation of the actual market size and revenue forecasts for PEMEL and MEA components used as hydrogen generation systems, their regional and application segments markets
• Identification of the major stakeholders and analysis of the competitive landscape based on recent developments and segmental revenues
• Descriptive company profiles of the leading PEM electrolyzers manufacturers, including ITM Power, 3M, SGL, Siemens Energy, BASF and Toray

Table of Contents

Chapter 1 Introduction

• Study Goals and Objectives
• Scope of Report
• Information Sources
• Methodology
• Geographic Breakdown
• Analyst's Credentials
• BCC Custom Research
• Related BCC Research Reports

Chapter 2 Summary and Highlights

Chapter 3 Electrolyzer Industry Overview

• PEM Electrolyzer Market
• Market for PEM Electrolyzer MEA Components
• PEM Electrolyzer Market by Segment
• Market Forecast
• Electrolyzer Market

Chapter 4 Market and Technology Overview

• Technical Overview
• Electrolyzers
• Key Components of Electrolyzers
• Market Overview
• Value Chain
• Government Policies

Chapter 5 PEM Electrolyzer Components and Markets

• Key Components
• Membrane Electrode Assembly
• Stack Assembly Lines
• Catalyst Coated Membranes
• Porous Transport Layer
• Bipolar Plates
• Economies of Scale
• Key Materials in PEM Electrolyzers
• Platinum
• Iridium

Chapter 6 PEM Electrolyzer Market by Application

• Hydrogen Fueling Stations
• Chemical Industry
• Refineries
• Other Applications

Chapter 7 Market Breakdown by Region

• War Analysis
• Russia-Ukraine War
• Tension Between China and Taiwan
• Asia-Pacific
• Europe
• North America
• Rest of the World

Chapter 8 Large-Scale Orders and Installations

Chapter 9 Company Profiles

• PEM Electrolyzer and Component Manufacturers
• Company Profiles PEM Electrolyzer Manufacturers
• AREVA H2GEN (ACQUIRED BY GTT)
• ASAHI KASEI
• CARBOTECH
• CHENGDU VERTEX INDUSTRY CO. LTD.
• CUMMINS INC.
• DENORA
• ELOGEN (ACQUIRED BY GTT)
• ERREDUE SPA
• GINER ELX (ACQUIRED BY PLUG POWER)
• GREEN H2 SYSTEMS
• HELE TITANIUM
• HIAT GGMBH
• HONDA
• HYTRON
• IGAS ENERGY PLC
• INEOS
• ITM POWER
• KOBELCO
• MAN ENERGY (H-TEC)
• NEL HYDROGEN
• OHMIUM INTERNATIONAL
• PEAK SCIENTIFIC
• PLUG POWER INC.
• SIEMENS ENERGY
• Company Profiles of Component Manufacturers
• 3M
• ADVENT
• AVCARB
• BALLARD POWER SYSTEMS
• BASF
• CHEMOURS CO.
• FREUDENBERG
• GREENERITY3(SUBSIDIARY OF TORAY)
• HERAEUS
• HYPLAT
• ION POWER
• IRD FUEL TECHNOLOGY
• JOHNSON MATTHEY
• MITSUBISHI CHEMICAL CORP.
• SGL CARBON
• SOLVAY
• TANAKA PRECIOUS METALS
• TORAY
• UMICORE
• W. L. GORE & ASSOCIATES, INC.