SOFC（固体酸化物燃料電池）の世界市場、2024-2031年

SOFC（固体酸化物燃料電池）の世界市場は、予測期間中（2024～2031年）にCAGR 32.8%の飛躍的な成長が見込まれます。SOFCは、燃料と酸化剤の化学エネルギーを電気エネルギーに直接変換するように設計された電気化学システムです。燃焼ではなく電気化学反応に依存するその運転方法は、従来の発電方法と比べて著しく効率的で環境に優しいです。こうした固有の特性により、SOFCは、化石燃料を使用する発電、気候変動、水消費に関する懸念など、さまざまな環境問題に対処するための有望なソリューションとなっています。

クリーンエネルギーソリューションに対する需要の高まり

クリーンエネルギーソリューションに対する需要の高まりが、SOFC市場への関心を高めている主な要因です。世界的に、環境の持続可能性に関する懸念が、従来の化石燃料ベースのエネルギー源からよりクリーンな代替エネルギー源へのシフトを促しています。SOFCは、従来の燃焼方式に比べて効率が高く、排出量も少ないため、世界的に人気を集めています。これは、二酸化炭素排出量を削減し、気候変動に対処しようとする政府、産業界、消費者の目的に合致しています。さらに、規制の強化や民間・公的機関からの投資の増加が、市場全体の成長を促進しています。例えば、ドイツ政府は2023年7月、定置用SOFCの工業化プロセスを開始するため、ドイツのメーカーであるボッシュに1億6,100万ユーロ（1億7,700万米ドル）を交付しました。これらの燃料電池は水素を電気に変換し、分散型電力供給を促進します。さらに、クリーンエネルギーソリューションに対する需要の高まりが、世界の様々な分野におけるSOFC市場への投資、技術革新、展開を促進しています。

世界のエネルギー安全保障需要の高まりがSFOC市場の需要を創出

世界のエネルギー部門は、近年、供給途絶の増加、伝統的エネルギー源の有限な埋蔵量、単一の供給者やエネルギータイプへの依存を減らすためのエネルギー源の多様化の必要性などのために、大きな後退を経験しています。これが、世界政府がSOFCソリューションに注目する一因となっています。これらの燃料電池は分散型発電を提供し、集中型送電網への依存を減らし、途絶のリスクを軽減します。さまざまな燃料を利用することで、柔軟性と特定のエネルギー源からの独立性を高め、住宅、商業、産業環境における安定した中断のない電力供給に貢献します。

遠隔地・オフグリッド電力アプリケーションにおけるSOFCの需要が最も高い成長率で伸びている

オフグリッド遠隔地発電におけるSOFCの需要の高まりは、その高効率、信頼性、適応性によってもたらされています。SOFCは従来のディーゼル発電機に代わるクリーンな発電機であり、汚染物質や温室効果ガスの排出が少ないです。また、天然ガス、バイオガス、水素など、さまざまな燃料で運転できるため、従来のエネルギー源へのアクセスが限られている遠隔地にも適しています。さらに、世界的にエネルギー貯蔵への投資が拡大していることも、市場全体の成長にさらに寄与しています。2022年、バッテリーエネルギー貯蔵への世界投資は200億米ドルを突破し、グリッドスケールの展開に重点が置かれ、投資総額の65％以上を占めました。この期間の堅調な成長に続き、バッテリーエネルギー貯蔵への投資は新たなピークに達し、2023年には350億米ドルを超えると予測されています。この軌跡は、現在進行中のプロジェクトと各国政府が設定した野心的な容量目標に後押しされています。

地域別展望

世界のSOFC市場は、北米（米国、カナダ）、欧州（英国、イタリア、スペイン、ドイツ、フランス、その他欧州地域）、アジア太平洋地域（インド、中国、日本、韓国、その他アジア地域）、その他世界のその他の地域（中東とアフリカ、ラテンアメリカ）を含む地域別にさらに細分化されています。

SOFC市場は欧州が急成長

• ロシア・ウクライナ戦争を中心とした地政学的緊張の高まりにより、地域経済はエネルギー安全保障を重視せざるを得なくなっています。
• 持続可能なソリューションへの注目の高まりが、SOFC市場の成長に大きく寄与しています。

アジア太平洋が主要市場シェアを占める

アジア太平洋地域におけるSOFC需要の増加は、いくつかの要因によってもたらされています。主に、気候変動と大気質への懸念から、この地域では持続可能性と炭素排出削減への注目が高まっています。SOFCは、従来の化石燃料ベースの発電方法と比較してクリーンな代替エネルギーを提供し、こうした持続可能性の目標に合致します。特に遠隔地や農村部では、アクセス性などエネルギー関連の課題が高まっています。SOFCは、オフグリッドの場所に信頼性の高い電力ソリューションを提供するため、分散型エネルギー発電や農村電化イニシアチブなどの用途に適しています。

さらに、効率や費用対効果の向上を含むSOFC技術の進歩や、官民プレーヤーからの投資の増加が、市場全体の成長にさらに貢献しています。例えば、2023年10月、KSOEはElcogenに4,500万ユーロ（4,800万米ドル）を投資することに合意しました。同社によると、この投資は、HD HyundaiとElcogenとの間で締結された、Elcogenの技術の試験と開発に焦点を当てた研究開発協力契約に続くものです。この投資は、グリーン水素製造のためのElcogenのSOFCおよび固体酸化物電解槽（SOEC）技術を使用した海洋推進システムおよび定置発電を推進することを目的としています。Elcogenは、この投資を活用して製造能力を拡大する計画で、特にエストニアのタリンに新設した工場では、製品需要の増加に対応するため、最大360MWの製造能力を持っています。

目次

第1章 レポート概要

• 業界の現状分析と成長ポテンシャルの展望
• 調査方法とツール
• 市場内訳
  • セグメント別
  • 地域別

第2章 市場概要と洞察

• 調査範囲
• アナリストの洞察と現在の市場動向
  • 主な調査結果
  • 推奨事項
  • 結論

第3章 競合情勢

• 主要企業分析
• Aisin Corp.
  • 概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• Bloom Energy Corp.
  • 会社概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• FuelCell Energy, Inc.
  • 概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• Robert Bosch GmbH
  • 概要
  • 財務分析
  • SWOT分析
  • 最近の動向
• 主要戦略分析

第4章 市場セグメンテーション

• SOFCの世界市場：技術別
  • 平面
  • 管状
  • その他
• SOFCの世界市場：アプリケーション別
  • 発電
  • CHPシステム
  • APU
  • 軍事
  • 遠隔地・オフグリッド電力
  • ポータブル電源

第5章 地域分析

• 北米
  • 米国
  • カナダ
• 欧州
  • 英国
  • ドイツ
  • イタリア
  • スペイン
  • フランス
  • その他欧州
• アジア太平洋
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• 世界のその他の地域

第6章 企業プロファイル

• Ceres Power Holdings plc
• Convion Ltd.
• Doosan Fuel Cell Co., Ltd.
• Elcogen Group Plc
• Intelligent Energy Ltd.
• Kyocera Corp.
• LG Fuel Cell Systems Inc.
• MITSUBISHI HEAVY INDUSTRIES, LTD.
• Rolls-Royce plc
• SFC Energy AG
• SolydEraSpA
• Sunfire Fuel Cells GmbH
• Toshiba Energy Systems & Solutions Corp.
• Versa Power Systems, Inc.
• WATT Fuel Cell Corp.

LIST OF TABLES

• 1.GLOBAL SOFC MARKET RESEARCH AND ANALYSIS BY TECHNOLOGY, 2023-2031 ($ MILLION)
• 2.GLOBAL PLANAR SOFC MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 3.GLOBAL TUBULAR SOFC MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 4.GLOBAL OTHER CONFIGURATIONS BASED SOFC MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 5.GLOBAL SOFC MARKET RESEARCH AND ANALYSIS BY APPLICATION,2023-2031 ($ MILLION)
• 6.GLOBALSOFCIN POWER GENERATION MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 7.GLOBAL SOFCIN CHP SYSTEMS MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 8.GLOBAL SOFC IN APUSMARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 9.GLOBAL SOFC IN MILITARYMARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 10.GLOBAL SOFC IN REMOTE AND OFF-GRID POWERMARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 11.GLOBAL SOFC IN PORTABLE POWERSYSTEMS MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 12.NORTH AMERICAN SOFC MARKET RESEARCH AND ANALYSIS BY COUNTRY, 2023-2031 ($ MILLION)
• 13.NORTH AMERICAN SOFC MARKET RESEARCH AND ANALYSIS BY TECHNOLOGY, 2023-2031 ($ MILLION)
• 14.NORTH AMERICAN SOFC MARKET RESEARCH AND ANALYSIS BY APPLICATION, 2023-2031 ($ MILLION)
• 15.EUROPEAN SOFC MARKET RESEARCH AND ANALYSIS BY COUNTRY, 2023-2031 ($ MILLION)
• 16.EUROPEAN SOFC MARKET RESEARCH AND ANALYSIS BY TECHNOLOGY, 2023-2031 ($ MILLION)
• 17.EUROPEAN SOFC MARKET RESEARCH AND ANALYSIS BY APPLICATION, 2023-2031 ($ MILLION)
• 18.ASIA-PACIFIC SOFC MARKET RESEARCH AND ANALYSIS BY COUNTRY, 2023-2031 ($ MILLION)
• 19.ASIA-PACIFICSOFC MARKET RESEARCH AND ANALYSIS BY TECHNOLOGY, 2023-2031 ($ MILLION)
• 20.ASIA-PACIFICSOFC MARKET RESEARCH AND ANALYSIS BY APPLICATION, 2023-2031 ($ MILLION)
• 21.REST OF THE WORLD SOFC MARKET RESEARCH AND ANALYSIS BY REGION, 2023-2031 ($ MILLION)
• 22.REST OF THE WORLD SOFC MARKET RESEARCH AND ANALYSIS BY TECHNOLOGY, 2023-2031 ($ MILLION)
• 23.REST OF THE WORLD SOFC MARKET RESEARCH AND ANALYSIS BY APPLICATION, 2023-2031 ($ MILLION)

LIST OF FIGURES

• 1.GLOBAL SOFC MARKETSHAREBY TECHNOLOGY, 2023 VS 2031 (%)

2.GLOBAL PLANARSOFC MARKET SHARE BY REGION, 2023 VS 2031 (%)

• 3.GLOBAL TUBULAR INJECTION SOFC MARKETSHARE BY REGION, 2023 VS 2031 (%)
• 4.GLOBAL OTHER CONFIGURATIONS BASEDSOFC MARKET SHARE BY REGION, 2023 VS 2031 (%)
• 5.GLOBALSOFC MARKET SHAREBY APPLICATION, 2023 VS 2031 (%)
• 6.GLOBALSOFCIN POWER GENERATIONMARKETSHARE BY REGION, 2023 VS 2031 (%)
• 7.GLOBAL SOFCIN CHP SYSTEMS MARKET SHARE BY REGION, 2023 VS 2031 (%)
• 8.GLOBAL SOFCIN APUMARKET SHARE BY REGION, 2023 VS 2031 (%)
• 9.GLOBAL SOFCIN MILITARYMARKET SHARE BY REGION, 2023 VS 2031 (%)
• 10.GLOBAL SOFCIN REMOTE AND OFF-GRID POWERMARKET SHARE BY REGION, 2023 VS 2031 (%)
• 11.GLOBAL SOFCIN PORTABLE POWERMARKET SHARE BY REGION, 2023 VS 2031 (%)
• 12.GLOBAL SOFC MARKETSHARE BY REGION, 2023 VS 2031 (%)
• 13.US SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 14.CANADA SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 15.UK SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 16.FRANCE SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 17.GERMANY SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 18.ITALY SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 19.SPAIN SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 20.REST OF EUROPE SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 21.INDIA SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 22.CHINA SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 23.JAPAN SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 24.SOUTH KOREA SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 25.REST OF ASIA-PACIFIC SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 26.REST OF THEWORLD SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 27.LATIN AMERICA SOFC MARKET SIZE, 2023-2031 ($ MILLION)
• 28.MIDDLE EAST AND AFRICA SOFC MARKET SIZE, 2023-2031 ($ MILLION)

Global Solid Oxide Fuel Cell (SOFC) Market Size, Share & Trends Analysis Report By Technology (Planar SOFCs,Tubular SOFCs, and Other configurations), by Application (Power Generation,Combined Heat and Power (CHP) Systems, Auxiliary Power Units (APUs), Military,Remote and Off-Grid Power, Portable Power) Forecast Period (2024-2031)

Global SOFC market is anticipated to grow at an exponential CAGR of 32.8% during the forecast period (2024-2031).SOFCs are electrochemical systems designed to directly convert the chemical energy of a fuel and oxidant into electrical energy. Their operational method, which relies on an electrochemical reaction rather than combustion, makes them remarkably more efficient and environmentally friendly compared to traditional electric power generation methods. Due to these inherent characteristics, SOFCs provide a promising solution to address various environmental issues, including concerns regarding fossil fuel-based electricity generation, climate change, and water consumption.

Source: OMR Analysis

Market Dynamics

Growing Demand for Clean Energy Solutions

The rising demand for clean energy solutions is a key factor contributing to the growing interest in the SOFC market. Globally, concerns regarding environmental sustainability are inducing a shift away from traditional fossil fuel-based energy sources towards cleaner alternatives. SOFCs are gaining popularity globally due to their high efficiency and minimal emissions compared to conventional combustion-based methods. This aligns with the objectives of governments, industries, and consumers seeking to reduce carbon footprints and address climate change. Moreover,tightening regulations and growing investments from both private and public organizations are driving the overall market growth. For instance, in July 2023, the German government granted €161 million($177 million) to Bosch, a German manufacturer, to initiate the industrialization process of its stationary SOFCs. These fuel cells convert hydrogen into electricity, facilitating a decentralized power supply.Additionally, increasing demand for clean energy solutions is driving investment, innovation, and deployment within the SOFC market across various sectors globally.

Growing demand for energy security globally has created demand for the SFOC market

The global energy sector has undergone significant setbacks in recent years owing to rising supply disruptions, finite reserves of traditional energy sources, and the need to diversify energy sources to reduce dependence on a single supplier or energy type. This has contributed to global governments' focus on SOFC solutions. These fuel cells offer decentralized power generation, reducing reliance on centralized grids and mitigating risks of disruptions. By utilizing various fuels, they enhance flexibility and independence from specific energy sources, contributing to stable and uninterrupted power supply in residential, commercial, and industrial settings.

Market Segmentation

Our in-depth analysis of the global SOFC market includes the following segments by technology and application:

• Based on technology, the market is sub-segmented into planar SOFCs,tubular SOFCs, and other configurations.
• Based on the application, the market is divided into power generation, Combined Heat and Power (CHP) systems, Auxiliary Power Units (APUs),military,remote and off-grid power and portable power

Demand for SOFC in Remote and Off-Grid Power Applications is Growing at Highest Rate

The growing demand for SOFCs in off-grid remote power generation is driven by their high efficiency, reliability, and adaptability. SOFCs present a cleaner alternative to traditional diesel generators, emitting fewer pollutants and greenhouse gases. Their capability to operate on various fuels, including natural gas, biogas, and hydrogen, renders them suitable for remote areas with limited access to conventional energy sources. Additionally, growing investment in energy storage globally, has further contributed to overall market growth. In 2022, worldwide investment in battery energy storage surpassed $20 billion, with a predominant focus on grid-scale deployment, accounting for over 65% of total spending. Following robust growth during this period, investment in battery energy storage is projected to reach a new peak, surpassing $35 billion in 2023. This trajectory is driven by ongoing projects in the pipeline and ambitious capacity targets established by governments.

Annual grid-scale battery storage additions, 2017-2022

Source: International Energy Agency(IEA)

Regional Outlook

The global SOFC market is further segmented based on geography including North America (the US, and Canada), Europe (UK, Italy, Spain, Germany, France, and the Rest of Europe), Asia-Pacific (India, China, Japan, South Korea, and Rest of Asia), and the Rest of the World (the Middle East & Africa, and Latin America).

Europe is the Fastest Growing SOFC Market

• Raising geopolitical tensions mainly in the Russia-Ukraine war has forced regional economies to focus on energy security.
• Increasing focus on sustainable solutions has contributed significantly to the SOFC market growth.

Asia Pacific Holds Major Market Share

The increasing demand for SOFC in the Asia-Pacific region is driven by several factors. Primarily, there is a growing focus on sustainability and carbon emission reduction in the area, driven by concerns about climate change and air quality. SOFCs present a cleaner energy alternative compared to conventional fossil fuel-based power generation methods, which aligns with these sustainability objectives. Growing energy-related challenges such as accessibility, particularly in remote or rural areas. SOFCs offer a reliable power solution for off-grid locations, making them suitable for applications such as distributed energy generation and rural electrification initiatives.

Additionally, advancements in SOFC technology, including enhanced efficiency and cost-effectiveness, and increasing investments from public and private players have further contributed to overall market growth. For instance, In October 2023, KSOE agreed to invest €45million($48 million) in Elcogen. According to the company, this investment follows a previous R&D collaboration agreement between HD Hyundai and Elcogen focused on testing and developing Elcogen's technology. The investment aims to advance marine propulsion systems and stationary power generation using Elcogen's SOFC and solid oxide electrolyzer cell (SOEC) technology for green hydrogen production. Elcogen plans to utilize the investment to expand its manufacturing capacity, particularly in its new factory facility in Tallinn, Estonia, with a capacity of up to 360 MW to meet growing product demand.

Market Players Outlook

The major companies serving the global SOFC market include Intelligent Energy Limited, andConvion Ltd., SFC Energy AGamong others.The market players are increasingly focusing on business expansion and product development by applying strategies such as collaborations, mergers, and acquisitions to stay competitive in the market. For instance, in October 2023, Ceres, a clean energy technology developer based in the UK, and Alma Clean Power, a Norwegian provider of clean power systems for ocean industries, collaborated to demonstrate a SOFC system for the marine sector. Together, they plan to install an 80KW natural gas-powered SOFC container on one of Odfjell's chemical tankers. The aim is to showcase the efficiency of SOFCs as energy converters for deep-sea shipping.

The Report Covers:

• Market value data analysis of 2023 and forecast to 2031.
• Annualized market revenues ($ million) for each market segment.
• Country-wise analysis of major geographical regions.
• Key companies operating in the global SOFC market. Based on the availability of data, information related to new product launches, and relevant news is also available in the report.
• Analysis of business strategies by identifying the key market segments positioned for strong growth in the future.
• Analysis of market-entry and market expansion strategies.
• Competitive strategies by identifying 'who-stands-where' in the market.

Table of Contents

1.Report Summary

• Current Industry Analysis and Growth Potential Outlook
• 1.1.Research Methods and Tools
• 1.2.Market Breakdown
  • 1.2.1.By Segments
  • 1.2.2.By Region

2.Market Overview and Insights

• 2.1.Scope of the Report
• 2.2.Analyst Insight & Current Market Trends
  • 2.2.1.Key Findings
  • 2.2.2.Recommendations
  • 2.2.3.Conclusion

3.Competitive Landscape

• 3.1.Key Company Analysis
• 3.2.Aisin Corp.
  • 3.2.1.Overview
  • 3.2.2.Financial Analysis
  • 3.2.3.SWOT Analysis
  • 3.2.4.Recent Developments
• 3.3.Bloom Energy Corp.
  • 3.3.1.Overview
  • 3.3.2.Financial Analysis
  • 3.3.3.SWOT Analysis
  • 3.3.4.Recent Developments
• 3.4.FuelCell Energy, Inc.
  • 3.4.1.Overview
  • 3.4.2.Financial Analysis
  • 3.4.3.SWOT Analysis
  • 3.4.4.Recent Developments
• 3.5.Robert Bosch GmbH
  • 3.5.1.Overview
  • 3.5.2.Financial Analysis
  • 3.5.3.SWOT Analysis
  • 3.5.4.Recent Developments
• 3.6.Key Strategy Analysis

4.Market Segmentation

• 4.1.Global SOFC Market by Technology
  • 4.1.1.Planar SOFCs
  • 4.1.2.Tubular SOFCs
  • 4.1.3.Other configurations
• 4.2.Global SOFC Market by Application
  • 4.2.1.Power Generation
  • 4.2.2.Combined Heat and Power (CHP) Systems
  • 4.2.3.Auxiliary Power Units (APUs)
  • 4.2.4.Military
  • 4.2.5.Remote and Off-Grid Power
  • 4.2.6.Portable Power

5.Regional Analysis

• 5.1.North America
  • 5.1.1.United States
  • 5.1.2.Canada
• 5.2.Europe
  • 5.2.1.UK
  • 5.2.2.Germany
  • 5.2.3.Italy
  • 5.2.4.Spain
  • 5.2.5.France
  • 5.2.6.Rest of Europe
• 5.3.Asia-Pacific
  • 5.3.1.China
  • 5.3.2.India
  • 5.3.3.Japan
  • 5.3.4.South Korea
  • 5.3.5.Rest of Asia-Pacific
• 5.4.Rest of the World

6.Company Profiles

• 6.1.Ceres Power Holdings plc
• 6.2.Convion Ltd.
• 6.3.Doosan Fuel Cell Co., Ltd.
• 6.4.Elcogen Group Plc
• 6.5.Intelligent Energy Ltd.
• 6.6.Kyocera Corp.
• 6.7.LG Fuel Cell Systems Inc.
• 6.8.MITSUBISHI HEAVY INDUSTRIES, LTD.
• 6.9.Rolls-Royce plc
• 6.10.SFC Energy AG
• 6.11.SolydEraSpA
• 6.12.Sunfire Fuel Cells GmbH
• 6.13.Toshiba Energy Systems & Solutions Corp.
• 6.14.Versa Power Systems, Inc.
• 6.15.WATT Fuel Cell Corp.