定置用燃料電池の世界市場の成長機会

当レポートでは、世界の定置用燃料電池市場について調査分析し、各地域における収益と設置数の予測や、成長機会の分析などを提供しています。

目次

戦略的必須要件

• 成長がますます困難になっているのはなぜか
• The Strategic Imperative 8（TM）
• 定置用燃料電池業界に対する上位3つの戦略的必須要件の影響
• 成長機会がGrowth Pipeline Engine（TM）を促進

成長機会の分析

• 主な調査結果
• 分析の範囲
• 主な市場の競合
• 主流の燃料電池技術
• 将来の可能性のある技術
• 燃料電池市場を形成している主な動向
• 水素経済の発展と脱炭素化の動向
• ハイブリッドとマイクログリッドソリューションの成長
• 最終顧客とメーカーの持続可能性への関心の高まり
• データセンターが将来の燃料電池市場の成長の鍵となる
• 生産の自動化が将来の効率向上を促進する
• 成長促進要因
• 成長抑制要因
• 予測の前提条件
• 年間設置数予測
• 収益予測
• 累計インストールベース：地域別
• 累計インストールベース：技術別
• 年間設置数予測：地域別
• 収益予測：地域別
• 年間設置数予測：燃料電池技術別
• 収益予測：燃料電池技術別
• 収益とMWの予測ディスカッション
• 技術の収益と予測ディスカッション
• 価格予測：燃料電池タイプ別
• 価格のディスカッション
• 階層分析
• 燃料電池の累計市場シェア
• 市場シェア分析
• 主なビジネスモデル

主要国/地域市場

• 年間設置数予測 - 米国：燃料電池技術別
• 収益予測 - 米国：燃料電池技術別
• 予測ディスカッション - 米国
• 年間設置数予測 - 韓国：燃料電池技術別
• 収益予測 - 韓国：燃料電池技術別
• 予測ディスカッション - 韓国
• 年間設置数予測 - 日本：燃料電池技術別
• 収益予測 - 日本：燃料電池技術別
• 予測ディスカッション - 日本
• 年間設置数予測 - 欧州：燃料電池技術別
• 収益予測 - 欧州：燃料電池技術別
• 予測ディスカッション - 欧州

成長機会

• 成長機会1：幅広いビジネスモデル
• 成長機会2：材料への依存を削減するソリューションと多様なサプライチェーン
• 成長機会3：ハイブリッド提供
• 戦略的考察
• 図表のリスト
• 免責事項

Huge Levels of Global Investment in the Hydrogen Economy will be Key to Taking the Sector and the Technology to the Next Level

Energy decentralization, supportive regulations and policies, greater focus on sustainability, and the crucial development of a hydrogen economy will drive stationary fuel cell industry growth during the next decade. The wider market for decentralized energy solutions is thriving as residential, commercial, and industrial customers look to achieve greater energy security and cost savings. In terms of fuel cell technology type, solid oxide leads in market volume, significantly ahead of its closest competitor, phosphoric acid. Proton membrane technology lags someway behind, but this chemistry has potential to work as back-up power support for renewable energy.

Fuel cell manufacturers continue to prioritize improving their solutions by increasing product life span and efficiencies while lowering costs. The current commodity and supply chain crunch was a major restraint on the market in 2022, but conditions have improved in 2023 and could dissolve in the medium term.

Growth of the global fuel cell market is inextricably linked to the development of the hydrogen economy. Although natural gas can power fuel cells, it also ties them to fossil fuels. The buildout of low-carbon hydrogen infrastructure will enable fuel cells to decarbonize, making them a more attractive proposition for many stakeholders. Fortunately for fuel cell manufacturers, hydrogen is an investment priority for nearly all the world's major economies. The United States, South Korea, and Japan are the hottest fuel cell markets, but future growth will likely come from Europe and China.

In this study, Frost & Sullivan includes fuel cells used for large and small stationary prime power applications. Also included are stationary applications that deliver combined heat and power (CHP) to various industrial and commercial customers, including stationary micro-CHP applications. The study period is 2020-2030, with forecasts beginning in 2023.

Table of Contents

Strategic Imperatives

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Stationary Fuel Cells Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Key Findings
• Scope of Analysis
• Key Market Competitors
• Mainstream Fuel Cell Technologies
• Potential Technologies of the Future
• Major Trends Shaping the Fuel Cell Market
• Hydrogen Economy Developments and Decarbonization Trends
• Growth in Hybrid and Microgrid Solutions
• Increasing End Customer and Manufacturer Focus on Sustainability
• Data Centres Key to Future Fuel Cell Market Growth
• Automation of Production Will Drive Future Efficiency Gains
• Growth Drivers
• Growth Restraints
• Forecast Assumptions
• Annual Installations Forecast
• Revenue Forecast
• Cumulative Installed Base by Region
• Cumulative Installed Base by Technology
• Annual Installation Forecast by Region
• Revenue Forecast by Region
• Annual Installation Forecast by Fuel Cell Technology
• Revenue Forecast by Fuel Cell Technology
• Revenue and MW Forecast Discussion
• Technology Revenue and Forecast Discussion
• Price Forecast by Fuel Cell Type
• Pricing Discussion
• Tier Analysis
• Cumulative Fuel Cell Market Share
• Market Share Analysis
• Key Business Models

Key Country/Regional Markets

• Annual Installation Forecast by Fuel Cell Technology-United States
• Revenue Forecast by Fuel Cell Technology-United States
• Forecast Discussion-United States
• Annual Installation Forecast by Fuel Cell Technology-South Korea
• Revenue Forecast by Fuel Cell Technology-South Korea
• Forecast Discussion-South Korea
• Annual Installation Forecast by Fuel Cell Technology-Japan
• Revenue Forecast by Fuel Cell Technology-Japan
• Forecast Discussion-Japan
• Annual Installation Forecast by Fuel Cell Technology-Europe
• Revenue Forecast by Fuel Cell Technology-Europe
• Forecast Discussion-Europe

Growth Opportunity Universe

• Growth Opportunity 1: Wide-ranging Business Models
• Growth Opportunity 2: Diverse Supply Chains and Solutions to Reduce Material Dependency
• Growth Opportunity 3: Hybrid Offerings
• Strategic Insights
• List of Exhibits
• Legal Disclaimer