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PEM電解槽市場 - 世界および地域別分析：エンドユーザー別、材料タイプ別、地域別 - 分析と予測（2025年～2034年）

PEM Electrolyzer Market - A Global and Regional Analysis: Focus on End User, Material Type, and Region - Analysis and Forecast, 2025-2034

出版日
発行
BIS Research
ページ情報
英文 120 Pages
納期
1～5営業日
カスタマイズ可能
価格
価格表記: USDを日本円(税抜)に換算
本日の銀行送金レート: 1USD=144.06円
PEM電解槽市場 - 世界および地域別分析：エンドユーザー別、材料タイプ別、地域別 - 分析と予測（2025年～2034年）
出版日: 2025年03月18日
発行: BIS Research
ページ情報: 英文 120 Pages
納期: 1～5営業日
GIIご利用のメリット
  • 全表示
  • 概要
  • 目次
概要

PEM電解槽の需要は、アンモニア製造、精製産業、電力・エネルギー貯蔵、輸送、メタノール製造などの最終用途産業からの需要の増加に伴って拡大すると予測されています。

さらに、予測期間の2025年～2034年には、グリーン水素の生成におけるPEM電解槽の採用が増加し、再生可能エネルギーに向けた政府や非公開会社からの投資が、世界のPEM電解槽市場の進展をさらに促進すると予想されます。しかし、水素貯蔵や水素輸送といった水素インフラの不足が、今後の市場成長の妨げになると予想されます。

世界のPEM電解槽市場は成長段階にあります。燃料電池自動車の販売台数の増加、脱炭素化と温室効果ガスの排出抑制への関心の高まりが、市場の成長を後押しすると予想されます。さらに、エンドユーザー産業からの高い需要や、温室効果ガス排出の抑制に関連する政府規制の高まりにより、環境に配慮した持続可能な燃料の需要が増加し、PEM電解槽の世界市場が強化されると予想されます。さらに、PEM電解槽の世界市場は、グリーン水素の需要拡大から恩恵を受けると予想され、市場拡大を促進すると予想されます。PEM電解槽の需要は、燃料電池電気自動車によっても刺激されています。

水素とグリーン水素の需要拡大が、PEM電解槽市場への関心を高めている主な原動力です。その結果、これらの材料は、輸送、精製産業、電力・エネルギー貯蔵など、さまざまな産業で脚光を浴びています。導入が著しく進んでいる分野のひとつにアンモニア生産があり、既存の市場参入企業と市場参入企業の双方に機会をもたらしています。

さらに、PEM電解槽がエンドユーザー産業に与える影響は中程度から高程度ですが、今後、アンモニアの生産量の増加、電気自動車、その他の用途により、その影響は増大すると予想されます。

当レポートでは、世界のPEM電解槽市場について調査し、市場の概要とともに、エンドユーザー別、材料タイプ別、地域別の動向、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

エグゼクティブサマリー

第1章 市場：業界の展望

  • 動向：現在および将来の影響評価
  • ステークホルダー分析
  • 市場力学の概要
  • 規制状況
  • 特許分析
  • スタートアップの情勢
  • サプライチェーン分析
  • バリューチェーン分析
  • 投資情勢と研究開発動向
  • 今後の展望と市場ロードマップ
  • 業界の魅力
  • イリジウムの需給ギャップがPEM電解槽市場に与える影響
  • 世界のイリジウム需要分析（地域別）、価値と量のデータ、2024年～2034年
  • イリジウムがPEM電解槽に与える影響：現状と将来
  • 世界のイリジウムの供給と需要のギャップ
  • PEM電解槽市場シナリオ：過去vs現実vs楽観、2024年～2034年
  • イリジウムの需要と供給のギャップを緩和するために主要なPEM電解槽メーカー10社が講じた主要な措置の詳細分析
  • PEM電解槽市場：平均価格分析

第2章 PEM電解槽市場（用途別）

  • 用途のセグメンテーション
  • 用途のサマリー
  • PEM電解槽市場（エンドユーザー別）

第3章 PEM電解槽市場（製品別）

  • 製品セグメンテーション
  • 製品サマリー
  • PEM電解槽市場（材質別）

第4章 PEM電解槽市場（地域別）

  • PEM電解槽市場（地域別）
  • 北米
  • 欧州
  • アジア太平洋
  • その他の地域

第5章 市場-競合ベンチマーキングと企業プロファイル

  • 今後の見通し
  • 地理的評価
  • 企業プロファイル
    • Plug Power Inc.
    • Cummins Inc.
    • Siemens Energy AG
    • Ohmium International, Inc.
    • Hystar
    • Nel ASA
    • ITM Power PLC
    • Teledyne Energy Systems, Inc.
    • Elchemtech Co., Ltd.
    • Elogen
    • H-TEC SYSTEMS GmbH
    • H2GREEM S.L.
    • Oort Energy Ltd.
    • Verdagy
    • Angstrom Advanced Inc.
    • iGas energy GmbH
    • IMI Critical Engineering
    • Hitachi Zosen Corporation
    • Beijing SinoHy Energy Co., Ltd
    • Ningbo VET Energy Technology Co., Ltd.

第6章 調査手法

目次
Product Code: MCN1357SB

Global PEM Electrolyzer Market: Industry Overview

The demand for PEM electrolyzers is anticipated to grow with the increasing demand from the end-use industries such as ammonia production, refining industry, power and energy storage, transportation, methanol production, and others. Furthermore, it is anticipated that during the projected period 2025-2034, the increasing adoption of PEM electrolyzers in generating green hydrogen and the investment from the government and private sector companies toward renewable energy is expected to further fuel the advancement of the global PEM electrolyzer market. However, the lack of hydrogen infrastructures, such as hydrogen storage and hydrogen transportation, is anticipated to hinder market growth in the upcoming future.

Market Lifecycle Stage

The global PEM electrolyzer market is in the growth phase. Rising sales of fuel cell vehicles and increasing focus on decarbonization and controlling greenhouse emissions are expected to boost market growth. Furthermore, due to high demand from the end-user industries and rising government regulations related to controlling GHG emissions are expected to increase the demand for eco-sustainable fuels, thereby bolstering the global PEM electrolyzer market. Moreover, the global PEM electrolyzer market is expected to benefit from the growing demand for green hydrogen, which would promote market expansion. The requirement for PEM electrolyzers is being stimulated by fuel cell electric vehicles as well.

Industrial Impact

  • Growing demand for hydrogen and green hydrogen is the main driving force behind the growing interest in the PEM electrolyzer market. As a result, these materials are getting prominence in a variety of industries, including transportation, refining industry, and power and energy storage, among others. One area where implementation has been significantly greater is ammonia production, which has created opportunities for both existing market participants and market entrants.
  • Furthermore, PEM electrolyzers have a moderate to high impact on end-user industries; however, in the upcoming future, with increased production of ammonia, electric vehicles, and other applications, the impact is anticipated to increase.

Market Segmentation:

Segmentation 1: by End User

  • Refining Industry
  • Power and Energy Storage
  • Ammonia Production
  • Methanol Production
  • Transportation
  • Others

Based on end users, ammonia production led the global PEM electrolyzer market in 2024.

Segmentation 2: by Material Type

  • Iridium
  • Platinum
  • Others

The global PEM electrolyzer market was led by platinum in terms of material type in 2024.

Segmentation 3: by Region

  • North America - U.S., Canada, and Mexico
  • Europe - Germany, France, Netherlands, Spain, U.K., and Rest-of-Europe
  • Asia-Pacific - China, Japan, India, South Korea, Australia, and Rest-of-Asia-Pacific
  • Rest-of-the-World- South America, and Middle East and Africa

In the global PEM electrolyzer market, Europe dominates the market due to the presence of several leading companies, such as Nel ASA, ITM Power PLC, and many more, along with a highly developed renewable energy market and growing sales of fuel cell vehicles.

Recent Developments in the Global PEM Electrolyzer Market

  • In March 2022, Elogen received an order of 1 MW proton exchange membrane (PEM) electrolyzer from Communaute d'Agglomeration Pau Bearn Pyrenees. Elogen would design and produce this PEM electrolyzer and would deliver it in the first half of 2023 to the Lescar wastewater treatment site.
  • In April 2022, Ohmium received an investment of around $45 million from one of its investors, Fenice Investment Group. The fund is expected to support the growth of the company and help it to increase the hydrogen manufacturing capacity from 500 MW to 2 GW annually by the end of 2022.
  • In July 2022, Plug Power Inc. signed a contract with an international energy company, Irving Oil, to supply a 5-megawatt (MW) containerized proton exchange membrane (PEM) electrolyzer system for the production and distribution of hydrogen at its Saint John, New Brunswick refinery in Canada.

Demand - Drivers and Limitations

The following are the demand drivers for the global PEM Electrolyzer market:

  • Rising Adoption of Fuel Cell Electric Vehicles (FCEVs)
  • Prevailing Research and Development Initiatives for Technological Advancements in PEM Electrolyzer
  • Increasing Demand for Green Hydrogen

The market is expected to face some limitations as well due to the following challenges:

  • High Energy Losses during Production Process
  • High Cost of Production due to the Use of Precious Metals in PEM Technology

How can this report add value to an organization?

Product/Innovation Strategy: The product segment helps the reader understand the different material types involved in the production of PEM electrolyzers. Moreover, the study provides the reader with a detailed understanding of the global PEM electrolyzer market based on the end user (refining industry, ammonia production, methanol production, power and energy storage, transportation, and others). PEM electrolyzers are gaining traction in end-user industries on the back of sustainability concerns and their high-power density properties. They are also being used for controlling GHG emissions.

Growth/Marketing Strategy: The global PEM electrolyzer market has seen major development by key players operating in the market, such as business expansions, partnerships, collaborations, mergers and acquisitions, and joint ventures. The favored strategy for the companies has been product developments, business expansions, and acquisitions to strengthen their position in the global PEM electrolyzer market. For instance, in May 2022, Ohmium signed a collaboration agreement with Politecnico di Torino University in Turin, Italy. Ohmium is focused on developing next-generation catalyst materials used in PEM electrolysis, and the collaboration is expected to help the company determine the requirements for future projects.

Competitive Strategy: Key players in the global PEM electrolyzer market analyzed and profiled in the study involve PEM electrolyzer manufacturers and the overall ecosystem. Moreover, a detailed competitive benchmarking of the players operating in the global PEM electrolyzer market has been done to help the reader understand how players stack against each other, presenting a clear market landscape. Additionally, comprehensive competitive strategies such as partnerships, agreements, acquisitions, and collaborations will aid the reader in understanding the untapped revenue pockets in the market.

Key Market Players and Competition Synopsis

The companies that are profiled have been selected based on inputs gathered from primary experts, analyzing company coverage, product portfolio, and market penetration.

Some of the established names in this market are:

Company Type (by End User)

  • Plug Power Inc
  • Nel ASA
  • Cummins. Inc.
  • ITM Power PLC
  • Hitachi Zosen Corporation
  • Elogen
  • Siemens Energy
  • Ningbo Vet Energy Technology Co., Ltd.

Companies that are not a part of the previously mentioned pool have been well represented across different sections of the report (wherever applicable).

Table of Contents

Executive Summary

Scope and Definition

Market/Product Definition

Key Questions Answered

Analysis and Forecast Note

1. Markets: Industry Outlook

  • 1.1 Trends: Current and Future Impact Assessment
  • 1.2 Stakeholder Analysis
    • 1.2.1 Use Case
    • 1.2.2 End User and Buying Criteria
  • 1.3 Market Dynamics Overview
    • 1.3.1 Market Drivers
    • 1.3.2 Market Restraints
    • 1.3.3 Market Opportunities
  • 1.4 Regulatory Landscape
  • 1.5 Patent Analysis
  • 1.6 Start-Up Landscape
  • 1.7 Supply Chain Analysis
  • 1.8 Value Chain Analysis
  • 1.9 Investment Landscape and R&D Trends
  • 1.10 Future Outlook and Market Roadmap
  • 1.11 Industry Attractiveness
  • 1.12 Impact of Iridium Demand-Supply Gap on the PEM Electrolyzer Market
  • 1.13 Global Iridium Demand Analysis (by Region), Value and Volume Data, 2024 to 2034
  • 1.14 Iridium Impact on PEM Electrolyzer: Current and Future
  • 1.15 Global Iridium Supply and Demand Gap
  • 1.16 PEM Electrolyzer Market Scenario: Historical vs Realistic vs Optimistic, MW, 2024-2034
  • 1.17 Detailed Analysis of Key Steps Taken by Key 10 PEM Electrolyzer Manufacturers to Mitigate Iridium Demand-Supply Gap
  • 1.18 PEM Electrolyzer Market: Average Pricing Analysis

2. PEM Electrolyzer Market (by Application)

  • 2.1 Application Segmentation
  • 2.2 Application Summary
  • 2.3 PEM Electrolyzer Market (by End-User)
    • 2.3.1 Refining Industry
    • 2.3.2 Power and Energy Storage
    • 2.3.3 Ammonia Production
    • 2.3.4 Methanol Production
    • 2.3.5 Transportation
    • 2.3.6 Others

3. PEM Electrolyzer Market (by Product)

  • 3.1 Product Segmentation
  • 3.2 Product Summary
  • 3.3 PEM Electrolyzer Market (by Material Type)
    • 3.3.1 Platinum
    • 3.3.2 Iridium
    • 3.3.3 Others

4. PEM Electrolyzer Market (by Region)

  • 4.1 PEM Electrolyzer Market (by Region)
  • 4.2 North America
    • 4.2.1 Regional Overview
    • 4.2.2 Driving Factors for Market Growth
    • 4.2.3 Factors Challenging the Market
    • 4.2.4 Key Companies
    • 4.2.5 Application
    • 4.2.6 Product
    • 4.2.7 U.S.
      • 4.2.7.1 Market by Application
      • 4.2.7.2 Market by Product
    • 4.2.8 Canada
      • 4.2.8.1 Market by Application
      • 4.2.8.2 Market by Product
    • 4.2.9 Mexico
      • 4.2.9.1 Market by Application
      • 4.2.9.2 Market by Product
  • 4.3 Europe
    • 4.3.1 Regional Overview
    • 4.3.2 Driving Factors for Market Growth
    • 4.3.3 Factors Challenging the Market
    • 4.3.4 Key Companies
    • 4.3.5 Application
    • 4.3.6 Product
    • 4.3.7 Germany
      • 4.3.7.1 Market by Application
      • 4.3.7.2 Market by Product
    • 4.3.8 France
      • 4.3.8.1 Market by Application
      • 4.3.8.2 Market by Product
    • 4.3.9 The Netherlands
      • 4.3.9.1 Market by Application
      • 4.3.9.2 Market by Product
    • 4.3.10 Spain
      • 4.3.10.1 Market by Application
      • 4.3.10.2 Market by Product
    • 4.3.11 U.K.
      • 4.3.11.1 Market by Application
      • 4.3.11.2 Market by Product
    • 4.3.12 Rest-of-Europe
      • 4.3.12.1 Market by Application
      • 4.3.12.2 Market by Product
  • 4.4 Asia-Pacific
    • 4.4.1 Regional Overview
    • 4.4.2 Driving Factors for Market Growth
    • 4.4.3 Factors Challenging the Market
    • 4.4.4 Key Companies
    • 4.4.5 Application
    • 4.4.6 Product
    • 4.4.7 China
      • 4.4.7.1 Market by Application
      • 4.4.7.2 Market by Product
    • 4.4.8 Japan
      • 4.4.8.1 Market by Application
      • 4.4.8.2 Market by Product
    • 4.4.9 India
      • 4.4.9.1 Market by Application
      • 4.4.9.2 Market by Product
    • 4.4.10 South Korea
      • 4.4.10.1 Market by Application
      • 4.4.10.2 Market by Product
    • 4.4.11 Australia
      • 4.4.11.1 Market by Application
      • 4.4.11.2 Market by Product
    • 4.4.12 Rest-of-Asia-Pacific
      • 4.4.12.1 Market by Application
      • 4.4.12.2 Market by Product
  • 4.5 Rest-of-the-World
    • 4.5.1 Regional Overview
    • 4.5.2 Driving Factors for Market Growth
    • 4.5.3 Factors Challenging the Market
    • 4.5.4 Key Companies
    • 4.5.5 Application
    • 4.5.6 Product
    • 4.5.7 South America
      • 4.5.7.1 Market by Application
      • 4.5.7.2 Market by Product
    • 4.5.8 Middle East and Africa
      • 4.5.8.1 Market by Application
      • 4.5.8.2 Market by Product

5. Markets - Competitive Benchmarking & Company Profiles

  • 5.1 Next Frontiers
  • 5.2 Geographic Assessment
  • 5.3 Company Profiles
    • 5.3.1 Plug Power Inc.
      • 5.3.1.1 Overview
      • 5.3.1.2 Top Products/Product Portfolio
      • 5.3.1.3 Top Competitors
      • 5.3.1.4 Target Customers
      • 5.3.1.5 Key Personnel
      • 5.3.1.6 Analyst View
      • 5.3.1.7 Market Share
    • 5.3.2 Cummins Inc.
      • 5.3.2.1 Overview
      • 5.3.2.2 Top Products/Product Portfolio
      • 5.3.2.3 Top Competitors
      • 5.3.2.4 Target Customers
      • 5.3.2.5 Key Personnel
      • 5.3.2.6 Analyst View
      • 5.3.2.7 Market Share
    • 5.3.3 Siemens Energy AG
      • 5.3.3.1 Overview
      • 5.3.3.2 Top Products/Product Portfolio
      • 5.3.3.3 Top Competitors
      • 5.3.3.4 Target Customers
      • 5.3.3.5 Key Personnel
      • 5.3.3.6 Analyst View
      • 5.3.3.7 Market Share
    • 5.3.4 Ohmium International, Inc.
      • 5.3.4.1 Overview
      • 5.3.4.2 Top Products/Product Portfolio
      • 5.3.4.3 Top Competitors
      • 5.3.4.4 Target Customers
      • 5.3.4.5 Key Personnel
      • 5.3.4.6 Analyst View
      • 5.3.4.7 Market Share
    • 5.3.5 Hystar
      • 5.3.5.1 Overview
      • 5.3.5.2 Top Products/Product Portfolio
      • 5.3.5.3 Top Competitors
      • 5.3.5.4 Target Customers
      • 5.3.5.5 Key Personnel
      • 5.3.5.6 Analyst View
      • 5.3.5.7 Market Share
    • 5.3.6 Nel ASA
      • 5.3.6.1 Overview
      • 5.3.6.2 Top Products/Product Portfolio
      • 5.3.6.3 Top Competitors
      • 5.3.6.4 Target Customers
      • 5.3.6.5 Key Personnel
      • 5.3.6.6 Analyst View
      • 5.3.6.7 Market Share
    • 5.3.7 ITM Power PLC
      • 5.3.7.1 Overview
      • 5.3.7.2 Top Products/Product Portfolio
      • 5.3.7.3 Top Competitors
      • 5.3.7.4 Target Customers
      • 5.3.7.5 Key Personnel
      • 5.3.7.6 Analyst View
      • 5.3.7.7 Market Share
    • 5.3.8 Teledyne Energy Systems, Inc.
      • 5.3.8.1 Overview
      • 5.3.8.2 Top Products/Product Portfolio
      • 5.3.8.3 Top Competitors
      • 5.3.8.4 Target Customers
      • 5.3.8.5 Key Personnel
      • 5.3.8.6 Analyst View
      • 5.3.8.7 Market Share
    • 5.3.9 Elchemtech Co., Ltd.
      • 5.3.9.1 Overview
      • 5.3.9.2 Top Products/Product Portfolio
      • 5.3.9.3 Top Competitors
      • 5.3.9.4 Target Customers
      • 5.3.9.5 Key Personnel
      • 5.3.9.6 Analyst View
      • 5.3.9.7 Market Share
    • 5.3.10 Elogen
      • 5.3.10.1 Overview
      • 5.3.10.2 Top Products/Product Portfolio
      • 5.3.10.3 Top Competitors
      • 5.3.10.4 Target Customers
      • 5.3.10.5 Key Personnel
      • 5.3.10.6 Analyst View
      • 5.3.10.7 Market Share
    • 5.3.11 H-TEC SYSTEMS GmbH
      • 5.3.11.1 Overview
      • 5.3.11.2 Top Products/Product Portfolio
      • 5.3.11.3 Top Competitors
      • 5.3.11.4 Target Customers
      • 5.3.11.5 Key Personnel
      • 5.3.11.6 Analyst View
      • 5.3.11.7 Market Share
    • 5.3.12 H2GREEM S.L.
      • 5.3.12.1 Overview
      • 5.3.12.2 Top Products/Product Portfolio
      • 5.3.12.3 Top Competitors
      • 5.3.12.4 Target Customers
      • 5.3.12.5 Key Personnel
      • 5.3.12.6 Analyst View
      • 5.3.12.7 Market Share
    • 5.3.13 Oort Energy Ltd.
      • 5.3.13.1 Overview
      • 5.3.13.2 Top Products/Product Portfolio
      • 5.3.13.3 Top Competitors
      • 5.3.13.4 Target Customers
      • 5.3.13.5 Key Personnel
      • 5.3.13.6 Analyst View
      • 5.3.13.7 Market Share
    • 5.3.14 Verdagy
      • 5.3.14.1 Overview
      • 5.3.14.2 Top Products/Product Portfolio
      • 5.3.14.3 Top Competitors
      • 5.3.14.4 Target Customers
      • 5.3.14.5 Key Personnel
      • 5.3.14.6 Analyst View
      • 5.3.14.7 Market Share
    • 5.3.15 Angstrom Advanced Inc.
      • 5.3.15.1 Overview
      • 5.3.15.2 Top Products/Product Portfolio
      • 5.3.15.3 Top Competitors
      • 5.3.15.4 Target Customers
      • 5.3.15.5 Key Personnel
      • 5.3.15.6 Analyst View
      • 5.3.15.7 Market Share
    • 5.3.16 iGas energy GmbH
      • 5.3.16.1 Overview
      • 5.3.16.2 Top Products/Product Portfolio
      • 5.3.16.3 Top Competitors
      • 5.3.16.4 Target Customers
      • 5.3.16.5 Key Personnel
      • 5.3.16.6 Analyst View
      • 5.3.16.7 Market Share
    • 5.3.17 IMI Critical Engineering
      • 5.3.17.1 Overview
      • 5.3.17.2 Top Products/Product Portfolio
      • 5.3.17.3 Top Competitors
      • 5.3.17.4 Target Customers
      • 5.3.17.5 Key Personnel
      • 5.3.17.6 Analyst View
      • 5.3.17.7 Market Share
    • 5.3.18 Hitachi Zosen Corporation
      • 5.3.18.1 Overview
      • 5.3.18.2 Top Products/Product Portfolio
      • 5.3.18.3 Top Competitors
      • 5.3.18.4 Target Customers
      • 5.3.18.5 Key Personnel
      • 5.3.18.6 Analyst View
      • 5.3.18.7 Market Share
    • 5.3.19 Beijing SinoHy Energy Co., Ltd
      • 5.3.19.1 Overview
      • 5.3.19.2 Top Products/Product Portfolio
      • 5.3.19.3 Top Competitors
      • 5.3.19.4 Target Customers
      • 5.3.19.5 Key Personnel
      • 5.3.19.6 Analyst View
      • 5.3.19.7 Market Share
    • 5.3.20 Ningbo VET Energy Technology Co., Ltd.
      • 5.3.20.1 Overview
      • 5.3.20.2 Top Products/Product Portfolio
      • 5.3.20.3 Top Competitors
      • 5.3.20.4 Target Customers
      • 5.3.20.5 Key Personnel
      • 5.3.20.6 Analyst View
      • 5.3.20.7 Market Share

6. Research Methodology