表紙:水素燃料電池式商用トラックの世界市場 (2021年)
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水素燃料電池式商用トラックの世界市場 (2021年)

Global Market for Hydrogen Fuel Cell Commercial Trucks, 2021

出版日: | 発行: Information Trends, LLC | ページ情報: 英文 150 Pages | 納期: 即納可能 即納可能とは

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水素燃料電池式商用トラックの世界市場 (2021年)
出版日: 2021年09月01日
発行: Information Trends, LLC
ページ情報: 英文 150 Pages
納期: 即納可能 即納可能とは
  • 全表示
  • 概要
  • 目次
概要

エグゼクティブサマリー

2035年には、80万台以上の水素燃料電池式トラックや貨物輸送用の商用車が販売される見通しです (大型トラックと小型・中型トラックを含む)。燃料電池を搭載した大型トラックは、そのユニークな特性から、特に長距離路線では、バッテリーを搭載した同種のモデルと比較して、すでに優位に立っています。

ディーゼルトラックが道路上のCO2排出量の最大の要因であるため、大型ディーゼルトラックのゼロエミッション化は業界でも特に注目されています。

バッテリー式トラックは2020年代後半まで、燃料電池式中型トラックに対して競争力を維持します。しかし、水素ステーションの建設が進み、燃料電池式中型トラックの価格が下がると、バッテリー式トラックの競争力は低下します。

これまで水素燃料電池式トラックの導入を阻んできた最大の要因は、水素燃料電池式トラックのコストでした。しかし、いくつかの要因が重なって、水素燃料電池式トラックの価格は下がってきています。

またバッテリー式小型電気トラックは、2030年代前半までは水素燃料電池式トラックよりも優位に立つでしょう。ただし、燃料電池式小型トラックが低価格化し、水素ステーションが普及するにつれて、これもその優位性を失うでしょう。

水素燃料電池式トラックには、バッテリー式トラックと比べて以下のようなメリットがあります。

  • 1. バッテリー車に比べて軽いため、重い荷物を運ぶのに適している。
  • 2. バッテリー車に比べて走行距離が長く、長距離輸送に適している。
  • 3. 水素燃料電池車は、ディーゼル車のような急速充電が可能であり、バッテリー車のように充電に時間がかかることがない。
  • 4. 大型・中型トラックの走行ルートはほぼ予測可能なため、水素燃料供給インフラの構築にかかる障壁が低い。

長期的には、水素燃料電池車がトラック・商用車の市場を支配するでしょう。

分析範囲

当レポートでは、世界の水素燃料電池式商用トラックの市場について分析し、技術の概略や昨今の主な開発動向、セグメント別 (大型トラック、小型・中型トラック) の市場規模の動向見通し (台数・収益額、2035年まで)、主要企業のプロファイルと戦略展開状況、主な開発プロジェクトの概略、他の動力方式のトラックに対する差別化戦略とその影響、といった情報を取りまとめてお届けいたします。

目次

第1章 分析概要・範囲

第2章 業界の動向と発展

  • イントロダクション
  • エネルギー担体としての水素
  • 水素トラックの属性
  • 需要の促進・抑制要因
  • 業界のイニシアチブ
  • 技術動向

第3章 競合情勢

  • 市場の動向
  • 燃料電池式トラック (FCT) の用途
  • FCT市場の参入企業

第4章 ベンダープロファイル

  • Anglo American Platinum Ltd.
  • Ares Motor Works
  • Beiqi Foton Motor
  • cellcentric GmbH & Co. KG
  • Dongfeng Motor Corporation
  • Esoro AG
  • Great Wall Motor Company Ltd.
  • Grove Hydrogen Automotive
  • H2X Global
  • Hyundai Motor Company
  • Hyzon Motors
  • Jaguar Land Rover Automotive
  • Kenworth Trucks
  • Nikola Corporation
  • Renault
  • Stellantis N.V.
  • Toyota
  • TransPower
  • UPS
  • US Hybrid Inc.
  • Volkswagen/Scania
  • その他

第5章 試験/プロジェクト

  • Honda・Isuzuの合同研究プロジェクト
  • Iveco・FPT・VDLのETSプロジェクト
  • H2-Share
  • AZETECプロジェクト
  • REVIVEプロジェクト
  • H2Accelerate
  • United Fuel Cell System R&D (Beijing) Co., Ltd.

第6章 展開活動

  • イントロダクション
  • アジア太平洋
  • 欧州・中東・アフリカ
  • 南北アメリカ

第7章 市場予測

  • 販売/リース台数の予測
  • 市場収益額の予測

第8章 結論・分析結果

目次

Executive Summary

Well over 800 thousand hydrogen fuel cell trucks and goods-carrying commercial vehicles will be sold by 2035. These include both heavy-duty trucks as well as light-duty and medium-duty trucks. Because of their unique characteristics, fuel cell heavy-duty trucks are already outcompeting similar battery-electric models, particularly for long-haul routes.

There is a particular industry interest in transitioning heavy-duty diesel trucks to zero-emission because diesel trucks are the biggest contributors to carbon emissions on roadways.

Until the second half of 2020s, battery-electric trucks will remain competitive with fuel cell medium-duty trucks. Battery-electric trucks will become less competitive as more hydrogen stations are built and as the prices of fuel cell medium-duty trucks fall.

Smaller battery-electric trucks will have an edge over hydrogen fuel cell trucks until early thirties. Smaller battery-electric trucks will lose that edge as light-duty fuel cell trucks hit lower price points and as hydrogen stations become more pervasive.

The biggest impediment to the adoption of hydrogen fuel cell trucks so far has been the cost of these vehicles. However, several factors have converged to bring the prices of these trucks down.

Hydrogen fuel cell trucks have several advantages over battery-electric trucks, including the following:

  • 1. These vehicles are lighter than battery-electric vehicles, making them better suited to carry heavy cargo.
  • 2. These trucks travel longer distances than battery-electric vehicles, making them better equipped for long-haul transportation.
  • 3. Hydrogen fuel cell trucks are capable of rapid fueling similar to diesel trucks, unlike time consuming charging of battery-electric trucks.
  • 4. The routes of heavy-duty and medium-duty trucks are mostly predictable which lowers the barriers to building a hydrogen fueling infrastructure.

In the long-run, hydrogen fuel cell vehicles will dominate the market for trucks and commercial vehicles.

Scope of Report

This is one of the most comprehensive and timely studies on hydrogen fuel cell trucks. It discusses hydrogen fuel cell truck-maker strategies and provides their in-depth profiles. The study discuses factors differentiating hydrogen fuel cell trucks from trucks running on other power sources, and their market impact.

The focus of this study is the commercial hydrogen fuel cell trucks. The study provides an indepth analysis of this emerging market. The study segments the market into light-duty and medium-duty trucks, and heavy-duty trucks, providing sales and revenue forecasts for major world regions through 2035 for both segments. The study does not cover buses and passenger vehicles.

Classification of Trucks

In this study, commercial trucks are classified in the following two categories:

  • Light-duty trucks and medium-duty trucks
  • Heavy-duty trucks

Information Trends would also like to note that the term "new energy vehicles," as used in this study, encompasses three types of vehicles: hydrogen fuel cell vehicles, battery-electric vehicles, and gasoline-electric plug-in hybrid vehicles.

Unless otherwise stated, the term sales, as used in this study, also covers leases.

Light-Duty Trucks

Light-duty trucks are generally car-sized and may include pick-up trucks, panel trucks, and postal vehicles. Light-duty trucks weigh under 10,000 lb. Under U.S. Federal Highway Administration classification, they are Class 1 and Class 2 trucks.

Medium-Duty Trucks

Medium-duty trucks are generally used for local deliveries and public services, and may include flatbed trucks, box trucks, dump trucks, tow-trucks, and firetrucks. Medium-duty trucks weigh between 10,001 lb and 26,000 lb. Under U.S. Federal Highway Administration classification, they are Class 3 to Class 6 trucks.

Heavy-Duty Trucks

Heavy-duty trucks are generally used for long-haul transportation of goods, and may include city transit vehicles, mobile cranes, cement mixers, garbage trucks, tractor trailers, and semi-trailers. Heavy-duty trucks weigh 26,001 and above. Under U.S. Federal Highway Administration classification, they are Class 7 and Class 8 trucks.

Table of Contents

1. Summary & Scope

  • 1.1. Executive Summary
  • 1.2. Scope of Report
  • 1.3. Classification of Trucks
  • 1.4. Abbreviations

2. Industry Trends & Developments

  • 2.1. Introduction
  • 2.2. Hydrogen as an Energy Carrier
  • 2.3. Attributes of Hydrogen Trucks
  • 2.4. Demand Drivers & Inhibitors
  • 2.2. Industry Initiatives
  • 2.3. Technology Trends

3. Competitive Landscape

  • 3.1. Market Evolution
  • 3.2. Fuel Cell Trucks Applications
  • 3.3 FCT Market Players

4.0. Vendor Profiles

  • 4.1. Anglo American Platinum Ltd.
  • 4.2. Ares Motor Works
  • 4.3. Beiqi Foton Motor
  • 4.4. cellcentric GmbH & Co. KG
  • 4.5. Dongfeng Motor Corporation
  • 4.6. Esoro AG
  • 4.7. Great Wall Motor Company Ltd.
  • 4.8. Grove Hydrogen Automotive
  • 4.9. H2X Global
  • 4.10. Hyundai Motor Company
  • 4.11. Hyzon Motors
  • 4.12. Jaguar Land Rover Automotive
  • 4.13. Kenworth Trucks
  • 4.14. Nikola Corporation
  • 4.15. Renault
  • 4.16. Stellantis N.V.
  • 4.17. Toyota
  • 4.18. TransPower
  • 4.19. UPS
  • 4.20. US Hybrid Inc.
  • 4.21. Volkswagen/Scania
  • 4.22. Others

5. Trials/Projects

  • 5.1. Honda-Isuzu Joint Research Project
  • 5.2. Iveco, FPT and VDL ETS Project
  • 5.3. H2-Share
  • 5.4. AZETEC Project
  • 5.5. REVIVE Project
  • 5.6. H2Accelerate
  • 5.7 United Fuel Cell System R&D (Beijing) Co., Ltd.

6. Deployment Activity

  • 6.1. Introduction
  • 6.2. APAC Region
  • 6.3. EMEA Region
  • 6.4. The Americas

7. Forecast

  • 7.1. Unit Sales/Leases Forecast
  • 7.2. Revenue Forecast

8. Conclusions and Findings

  • 8.1 The Business Case
  • 8.2. The Timeline
  • 8.3. The Impact
  • 8.4. The Opportunity
  • 8.5. The Competition

Tables

  • Table 1: Global FCT Annual Unit Sales by Region, 2020-2027
  • Table 2 Global FCT Annual Unit Sales by Region, 2028-2035
  • Table 3: Global Fuel Cell LDT & MDT Annual Sales by Major Region, 2020-2027
  • Table 4: Global Fuel Cell LDT & MDT Annual Sales by Major Region, 2028-2035
  • Table 5: APAC Fuel Cell LDT & MDT Annual Sales by Region, 2020-2027
  • Table 6: APAC Fuel Cell LDT & MDT Annual Sales by Region, 2028-2035
  • Table 7: EMEA Fuel Cell LDT & MDT Annual Sales by Region, 2020-2027
  • Table 8: EMEA Fuel Cell LDT & MDT Annual Sales by Region, 2028-2035
  • Table 9: Americas Fuel Cell LDT & MDT Annual Sales by Region, 2020-2027
  • Table 10: Americas Fuel Cell LDT & MDT Annual Sales by Region, 2028-2035
  • Table 11: Global Fuel Cell HDT Annual Sales by Major Region, 2020-2027
  • Table 12: Global Fuel Cell HDT Annual Sales by Major Region, 2028-2035
  • Table 13: APAC Fuel Cell HDT Annual Sales by Region, 2020-2027
  • Table 14: APAC Fuel Cell HDT Annual Sales by Region, 2028-2035
  • Table 15: EMEA Fuel Cell HDT Annual Sales by Region, 2020-2027
  • Table 16: EMEA Fuel Cell HDT Annual Sales by Region, 2028-2035
  • Table 17: Americas Fuel Cell HDT Annual Sales by Region, 2020-2027
  • Table 18: Americas Fuel Cell HDT Annual Sales by Region, 2028-2035
  • Table 19: Global FCTs Annual Revenue by Region, 2020-2027
  • Table 20: Global FCTs Annual Revenue by Region, 2028-2035
  • Table 21: Global Fuel Cell LDT & MDT Annual Revenue by Major Region, 2020-2027
  • Table 22: Global Fuel Cell LDT & MDT Annual Revenue by Major Region, 2028-2035
  • Table 23: APAC Fuel Cell LDT & MDT Annual Revenue by Region, 2020-2027
  • Table 24: APAC Fuel Cell LDT & MDT Annual Revenue by Region, 2028-2035
  • Table 25: EMEA Fuel Cell LDT & MDT Annual Revenue by Region, 2020-2027
  • Table 26: EMEA Fuel Cell LDT & MDT Annual Revenue by Region, 2028-2035
  • Table 27: Americas Fuel Cell LDT & MDT Annual Revenue by Region, 2020-2027
  • Table 28: Americas Fuel Cell LDT & MDT Annual Revenue by Region, 2028-2035
  • Table 29: Global Fuel Cell HDT Annual Revenue by Major Region, 2020-2027
  • Table 30: Global Fuel Cell HDT Annual Revenue by Major Region, 2028-2035
  • Table 31: APAC Fuel Cell HDT Annual Revenue by Region, 2020-2027
  • Table 32: APAC Fuel Cell HDT Annual Revenue by Region, 2028-2035
  • Table 33: EMEA Fuel Cell HDT Annual Revenue by Region, 2020-2027
  • Table 34: EMEA Fuel Cell HDT Annual Revenue by Region, 2028-2035
  • Table 35: Americas Fuel Cell HDT Annual Revenue by Region, 2020-2027
  • Table 36: Americas Fuel Cell HDT Annual Revenue by Region, 2028-2035

Figures

  • Figure 1: Global FCT Aggregate Sales, 2020-2035
  • Figure 2: CAGR of FCT Unit Sales Globally, 2020-2035
  • Figure 3: Global Fuel Cell LDT & MDT Aggregate Sales, 2020-2035
  • Figure 4: CAGR of Fuel Cell LDT & MDT Sales Globally, 2020-2035
  • Figure 5: APAC Fuel Cell LDT & MDT Aggregate Sales, 2020-2035
  • Figure 6: CAGR of Fuel Cell LDT & MDT Sales in APAC, 2020-2035
  • Figure 7: EMEA Fuel Cell LDT & MDTs Aggregate Sales, 2020-2035
  • Figure 8: CAGR of Fuel Cell LDT & MDT in EMEA, 2020-2035
  • Figure 9: Americas Fuel Cell LDT & MDT Aggregate Sales, 2020-2035
  • Figure 10: CAGR of Fuel Cell LDT & MDT Sales in Americas, 2020-2035
  • Figure 11: Global Fuel Cell HDT Aggregate Sales, 2020-2035
  • Figure 12: CAGR of Fuel Cell HDT Globally, 2020-2035
  • Figure 13: APAC Fuel Cell HDT Aggregate Sales, 2020-2035
  • Figure 14: CAGR of Fuel Cell HDT in APAC, 2020-2035
  • Figure 15: EMEA Fuel Cell HDT Aggregate Sales, 2020-2035
  • Figure 16: CAGR of Fuel Cell HDT in EMEA, 2020-2035
  • Figure 17: Americas Fuel Cell HDT Aggregate Sales, 2020-2035
  • Figure 18: CAGR of Fuel Cell HDT in Americas, 2020-2035
  • Figure 19: Global FCTs Aggregate Revenue, 2020-2035
  • Figure 20: CAGR of FCTs Revenue Globally, 2020-2035
  • Figure 21: Global Fuel Cell LDT & MDT Aggregate Revenue, 2020-2035
  • Figure 22: CAGR of Fuel Cell LDT & MDT Revenue Globally, 2020-2035
  • Figure 23: APAC Fuel Cell LDT & MDT Aggregate Revenue, 2020-2035
  • Figure 24: CAGR of Fuel Cell LDT & MDT Revenue in APAC, 2020-2035
  • Figure 25: EMEA Fuel Cell LDT & MDT Aggregate Revenue, 2020-2035
  • Figure 26: CAGR of Fuel Cell LDT & MDT Revenue in EMEA, 2020-2035
  • Figure 27: Americas Fuel Cell LDT & MDT Aggregate Revenue, 2020-2035
  • Figure 28: CAGR of Fuel Cell LDT & MDT Revenue in Americas, 2020-2035
  • Figure 29: Global Fuel Cell HDT Aggregate Revenue, 2020-2035
  • Figure 30: CAGR of Fuel Cell HDT Revenue Globally, 2020-2035
  • Figure 31: APAC Fuel Cell HDT Aggregate Revenue, 2020-2035
  • Figure 32: CAGR of Fuel Cell HDT Revenue in APAC, 2020-2035
  • Figure 33: EMEA Fuel Cell HDT Aggregate Revenue, 2020-2035
  • Figure 34: CAGR of Fuel Cell HDT Revenue in EMEA, 2020-2035
  • Figure 35: Americas Fuel Cell HDT Aggregate Revenue, 2020-2035
  • Figure 36: CAGR of Fuel Cell HDTs Revenue in Americas, 2020-2035