全球飛機燃料電池市場 - 2023-2030 年

市場概述

全球飛機燃料電池市場規模在2022 年達到1.783 億美元，預計到2030 年將達到10.97 億美元，2023-2030 年的年複合成長率為24.5%。在預測期內，對提高營運效率和減少燃料支出的追求將推動全球飛機燃料電池市場的成長。

與傳統動力系統相比，燃料電池具有提供更高能量轉換效率的潛力。燃料效率的提高可減少燃料消耗和營運成本，從而為飛機營運商節約成本。新的創新也可能導致新型氫燃料電池的開發，從而推動市場成長。例如，2023 年3 月，美國伊利諾伊大學烏爾巴尼亞分校的一個研究小組發表了一篇研究論文，詳細介紹了商用飛機使用液氫燃料電池推進系統的情況。

市場動態

能源安全日益受到重視

燃料電池技術為飛機提供了替代動力源，減少了對傳統化石燃料的依賴。由於各種地緣政治緊張局勢、供應中斷和油價波動引發了能源安全問題，航空業對能源多樣化的需求日益成長。燃料電池，尤其是利用氫氣的燃料電池，提供了一種可再生、可在國內生產的能源選擇，減少了對進口化石燃料的依賴，提高了能源安全。

燃料電池技術具有長期提供能源的潛力，與能源安全目標相一致。隨著人們對化石燃料儲量有限性的擔憂，向永續能源的轉變變得至關重要。氫作為燃料電池的燃料，可從可再生資源中生產，並提供長期可用性，確保飛機運行的穩定能源供應。

燃料電池技術的進步

燃料電池技術在功率密度方面取得了長足進步，能夠以更小更輕的封裝實現更高效的發電。功率密度越高，單位重量或體積的能量輸出就越大，從而使燃料電池系統更適合飛機應用。功率密度的提高增強了以燃料電池為動力的飛機的性能和效率，從而實現了更長的飛行距離和更大的有效載荷能力。

目前的研發工作主要集中在提高燃料電池系統的攜帶性和外形尺寸上。許多公司正在為商用飛機開發模組化設計的新型燃料電池系統，以降低成本。例如，2023 年6 月，德國燃料電池系統開發商H2FLY 推出了用於商用飛機的新型H175 緊湊型模組化氫燃料電池。

飛行距離和續航時間有限

燃料電池雖然能提供清潔高效的動力，但與傳統的化石燃料推進系統相比，其能量密度通常較低。這種限制導致僅以燃料電池為動力的飛機飛行距離和續航時間縮短。燃料電池的機載氫或其他燃料來源的存儲和可用性可能無法與傳統航空燃料的能量含量和加油速度相匹配，從而限制了燃料電池驅動飛機的飛行距離。

燃料電池系統，包括其相關組件（如儲氫罐），會增加飛機的重量。增加的重量會降低飛機的有效載荷能力和整體效率。此外，燃料電池系統和儲氫所需的空間會限制其他關鍵系統或客貨運能力的可用空間。重量和空間限制給商業應用和需要延長飛行距離和續航時間的大型飛機帶來了挑戰。

COVID-19 影響分析

COVID-19 大流行擾亂了全球供應鏈，影響了燃料電池生產所需的關鍵部件和材料的供應。製造和交付延遲導致交付週期延長和成本增加。供應鏈中斷給飛機燃料電池系統的生產和部署增加了挑戰，導致項目時間延長，影響了市場成長。

大流行病影響了新技術的監管和認證流程。航空當局和監管機構面臨延誤和營運挑戰，影響了飛機燃料電池系統的審批和認證時間。由於監管合規性對航空業採用新技術至關重要，因此延誤阻礙了多項相關技術的商業化進程。

人工智慧影響分析

基於人工智慧的模擬和建模工具有助於飛機燃料電池系統的設計和開發。通過使用人工智慧算法，工程師可以模擬不同的運行條件、最佳化系統配置並預測燃料電池系統的性能。它減少了物理測試所需的時間和成本，並能探索飛機燃料電池整合的各種設計方案。

人工智慧可以最佳化燃料電池系統與其他飛機子系統的整合。通過分析來自多個系統的數據並考慮各種運行因素，人工智慧算法可以最佳化燃料電池系統、配電系統、儲能系統和其他組件之間的相互作用。整合最佳化可以提高系統的整體性能，減少能量損失，提高飛機的整體運行效率。

俄羅斯-烏克蘭戰爭的影響

儘管目前的衝突不太可能對全球飛機燃料電池市場產生直接影響，但二階效應可能會帶來潛在的干擾。由於俄羅斯是世界上最大的商品出口國之一，鉑和鈀等貴金屬的供應衝擊和價格波動可能會阻礙新型氫燃料電池的研發工作。

俄羅斯因受到經濟制裁而切斷了對歐洲國家的天然氣供應。這導致歐洲能源價格大幅上漲。燃料電池的製造和測試過程需要大量能源。能源價格長期居高不下可能導致歐洲將原型設計和批量生產業務轉移到北美。

目 錄

第1 章：研究方法與範圍

• 研究方法
• 報告的研究目標和範圍

第2章：定義和概述

第3 章：執行摘要

• 按類型分類
• 按組件分類
• 按應用分類
• 按地區分類

第四章：動態

• 影響因素
  • 促進因素
    • 示範和試點項目不斷增加
    • 航空業減排力度不斷加大
    • 日益重視能源安全
    • 燃料電池技術的進步
  • 限制因素
    • 技術限制
    • 飛行距離和續航時間有限
  • 機會
  • 影響分析

第5 章：行業分析

• 波特五力分析法
• 供應鏈分析
• 定價分析
• 監管分析

第6 章：COVID-19 分析

• COVID-19 分析
  • COVID 之前的情況
  • COVID 期間的情景
  • COVID 後的情景
• COVID-19 期間的定價動態
• 供需關係
• 大流行期間與市場相關的政府計劃
• 製造商的戰略計劃
• 結論

第7 章：按類型分類

• 質子交換膜燃料電池(PEMFC)
• 固體氧化物燃料電池（SOFC）
• 熔融碳酸鹽燃料電池（MCFC）
• 其他

第8 章：按組件分類

• 燃料電池堆
• 電站平衡(BoP) 組件
• 燃料儲存系統
• 電力電子設備
• 熱管理系統
• 其他

第9 章：按應用分類

• 商用飛機
• 軍用飛機
• 無人駕駛飛行器(UAV)

第10 章：按地區分類

• 北美洲
  • 美國
  • 加拿大
  • 墨西哥
• 歐洲
  • 德國
  • 英國
  • 法國
  • 義大利
  • 西班牙
  • 歐洲其他地區
• 南美洲
  • 巴西
  • 阿根廷
  • 南美洲其他地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 澳大利亞
  • 亞太其他地區
• 中東和非洲

第11 章：競爭格局

• 競爭格局
• 市場定位/佔有率分析
• 合併與收購分析

第十二章：公司簡介

• Boeing
  • 公司概況
  • 類型組合和描述
  • 財務概況
  • 近期發展
• Airbus
• ZeroAvia
• Siemens
• General Electric
• Honeywell International Inc.
• Collins Aerospace
• Intelligent Energy Limited
• Plug Power Inc.
• Ballard Power Systems

第13 章：附錄

Market Overview

Global Fuel Cell For Aircraft Market reached US$ 178.3 million in 2022 and is expected to reach US$ 1,097.0 million by 2030, growing with a CAGR of 24.5% during the forecast period 2023-2030. The pursuit of enhanced operational efficiency and reduced fuel expenses will drive the growth of the global fuel cell for aircraft market during the forecast period.

Fuel cells have the potential to provide higher energy conversion efficiencies compared to conventional power systems. Improved fuel efficiency can result in cost savings for aircraft operators by reducing fuel consumption and operating costs. New innovations are also likely to lead to the development of new types of hydrogen fuel cells, thus propeling market growth. For instance, in March 2023, a team of researchers from the University of Illinois in Urbania, U.S. published a research paper detailing the usage of a liquid-hydrogen based fuel cell propulsion system for commercial aircraft.

Market Dynamics

Increasing Focus on Energy Security

Fuel cell technology offers an alternative power source for aircraft that reduces dependence on conventional fossil fuels. As energy security concerns arise due to various geopolitical tensions, supply disruptions and fluctuating oil prices, there is a growing need to diversify energy sources in the aviation industry. Fuel cells, particularly those utilizing hydrogen, provide a renewable and domestically producible energy option, reducing reliance on imported fossil fuels and enhancing energy security.

Fuel cell technology offers the potential for long-term energy availability, which aligns with energy security objectives. As concerns arise regarding the finite nature of fossil fuel reserves, the shift towards sustainable energy sources becomes essential. Hydrogen, as a fuel for fuel cells, can be produced from renewable sources and offers long-term availability, ensuring a stable energy supply for aircraft operations.

Advancements in Fuel Cell Technology

Fuel cell technology has seen significant advancements in power density, enabling more efficient power generation in a smaller and lighter package. Higher power density allows for greater energy output per unit weight or volume, making fuel cell systems more suitable for aircraft applications. Improved power density enhances the performance and efficiency of fuel cell-powered aircraft, enabling longer flight ranges and increased payload capacities.

Ongoing research and development efforts have focused on improving the portability and form factor of fuel cell systems. Many companies are developing new fuel cell systems for commercial aircraft with modular design to reduce costs. For instance, in June 2023, H2FLY, a German developer of fuel cell systems, unveiled the new H175 compact and modular design hydrogen fuel cell for usage in commercial aircraft.

Limited Flight Range and Endurance

Fuel cells, while offering clean and efficient power generation, typically have lower energy density compared to traditional fossil fuel-based propulsion systems. The limitation results in reduced flight range and endurance for aircraft powered solely by fuel cells. The storage and availability of onboard hydrogen or other fuel sources for fuel cells may not match the energy content and refueling speed of conventional aviation fuels, thereby limiting the distance a fuel cell-powered aircraft can travel.

Fuel cell systems, including their associated components such as hydrogen storage tanks, can add weight to the aircraft. The additional weight reduces the payload capacity and overall efficiency of the aircraft. Moreover, the space required for fuel cell systems and hydrogen storage can limit the available space for other crucial systems or passenger and cargo capacity. The weight and space constraints pose challenges for commercial applications and larger aircraft that require extended flight range and endurance.

COVID-19 Impact Analysis

The COVID-19 pandemic disrupted global supply chains, affecting the availability of critical components and materials required for fuel cell production. Manufacturing and delivery delays resulted in longer lead times and increased costs. The supply chain disruptions added challenges to the production and deployment of fuel cell systems for aircraft, leading to prolonged project timelines and impacting market growth.

The pandemic affected the regulatory and certification processes for new technologies. Aviation authorities and regulatory bodies faced delays and operational challenges, impacting the timelines for approving and certifying fuel cell systems for aircraft. The delays hindered the commercialization efforts for several associated technologies, as regulatory compliance which is crucial for adopting new technologies in the aviation industry, was delayed.

AI Impact Analysis

AI-based simulation and modeling tools can assist in the design and development of fuel cell systems for aircraft. By using AI algorithms, engineers can simulate different operating conditions, optimize system configurations and predict the performance of fuel cell systems. It reduces the time and costs associated with physical testing and enables the exploration of various design options for fuel cell integration in aircraft.

AI can optimize the integration of fuel cell systems with other aircraft subsystems. By analyzing data from multiple systems and considering various operational factors, AI algorithms can optimize the interaction between the fuel cell system, power distribution systems, energy storage and other components. The integration optimization can enhance overall system performance, reduces energy losses and improves the overall operational efficiency of the aircraft.

Russia- Ukraine War Impact

Although the ongoing conflict is unlikely to have a direct impact on the global fuel cell for aircraft market, there could be potential disruptions from second order effects. Since Russia is one of the world's largest commodity exporters, the supply shocks and price volatility in precious metals such as platinum and palladium could hamper research and development work of new hydrogen fuel cells.

Russia cut off gas supplies to European countries in reponse to the economic sanctions imposed on it. It has caused a major increase in energy prices in Europe. Energy intensive processes are used for manufacturing and testing of fuel cells. Prolonged high energy prices could lead to European shifting prototyping and serial production operations to North America.

Segment Analysis

The global fuel cell for aircraft market is segmented based on type, component, application and region.

Commercial Aircraft are Expected to be the Major Application For Fuel Cells

Commercial aircraft are expected to account for the largest chunk of the global fuel cell for aircraft market, mainly due to their high volume. It is estimated that more than 20,600 new aircraft will be delivered to commercial airlines over the coming decade as global air travel witnesses significant growth.

Furthermore, since commercial aircraft account for the largest share of carbon emissions from the aviation industry, research has been focused on developing and adapting fuel cell technology for usage in commercial aircraft. Major commercial aircraft manufacturers such as Boeing and Airbus have unveiled plans to gradually switch to fuel cell as the primary technology for aircraft propulsion.

Geographical Analysis

Collaborative Partnerships Will Propel Market Growth in Europe

Europe is expected to account for more than a third of the global market. Apart from North America, Europe is the only other region with a well-developed aerospace industry with an advanced manufacturing ecosystem. Airbus, one of the two major commercial aircraft manufacturers is based in Europe.

Many European aerospace companies are entering into collaborative agreements with multinational companies to advance development of fuel cell technologies. For instance, in June 2023, Safran, a French aircraft jet engine manufacturer entered into a partnership with Advent Technologies Ltd, a U.S.-based company specializing in fuel cell technology, to develop high-temperature proton exchange membranes for advanced aircraft fuel cells.

Competitive Landscape

The major global players include: Airbus, Boeing, ZeroAvia, Siemens, General Electric, Honeywell International Inc., Collins Aerospace, Intelligent Energy Limited, Plug Power Inc. and Ballad Power Systems.

Why Purchase the Report?

• To visualize the global fuel cell for aircraft market segmentation based on type, component, application and region, as well as understand key commercial assets and players.
• Identify commercial opportunities by analyzing trends and co-development.
• Excel data sheet with numerous data points of fuel cell for aircraft market-level with all segments.
• PDF report consists of a comprehensive analysis after exhaustive qualitative interviews and an in-depth study.
• Product mapping available as Excel consisting of key products of all the major players.

The global fuel cell for aircraft market report would provide approximately 57 tables, 58 figures and 195 Pages.

Target Audience 2023

• Airlines
• Aircraft Manufacturers
• Industry Investors/Investment Bankers
• Research Professionals
• Emerging Companies

Table of Contents

1. Methodology and Scope

• 1.1. Research Methodology
• 1.2. Research Objective and Scope of the Report

2. Definition and Overview

3. Executive Summary

• 3.1. Snippet by Type
• 3.2. Snippet by Component
• 3.3. Snippet by Application
• 3.4. Snippet by Region

4. Dynamics

• 4.1. Impacting Factors
  • 4.1.1. Drivers
    • 4.1.1.1. Increasing Demonstrations and Pilot Projects
    • 4.1.1.2. Growing Efforts to Reduce Emissions from the Aviation Industry
    • 4.1.1.3. Increasing Focus on Energy Security
    • 4.1.1.4. Advancements in Fuel Cell Technology
  • 4.1.2. Restraints
    • 4.1.2.1. Technological Limitations
    • 4.1.2.2. Limited Flight Range and Endurance
  • 4.1.3. Opportunity
  • 4.1.4. Impact Analysis

5. Industry Analysis

• 5.1. Porter's Five Force Analysis
• 5.2. Supply Chain Analysis
• 5.3. Pricing Analysis
• 5.4. Regulatory Analysis

6. COVID-19 Analysis

• 6.1. Analysis of COVID-19
  • 6.1.1. Scenario Before COVID
  • 6.1.2. Scenario During COVID
  • 6.1.3. Scenario Post COVID
• 6.2. Pricing Dynamics Amid COVID-19
• 6.3. Demand-Supply Spectrum
• 6.4. Government Initiatives Related to the Market During Pandemic
• 6.5. Manufacturers Strategic Initiatives
• 6.6. Conclusion

7. By Type

• 7.1. Introduction
  • 7.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 7.1.2. Market Attractiveness Index, By Type
• 7.2. Proton Exchange Membrane Fuel Cells (PEMFC)*
  • 7.2.1. Introduction
  • 7.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
• 7.3. Solid Oxide Fuel Cells (SOFC)
• 7.4. Molten Carbonate Fuel Cells (MCFC)
• 7.5. Others

8. By Component

• 8.1. Introduction
  • 8.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
  • 8.1.2. Market Attractiveness Index, By Component
• 8.2. Fuel Cell Stacks*
  • 8.2.1. Introduction
  • 8.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
• 8.3. Balance of Plant (BoP) Components
• 8.4. Fuel Storage Systems
• 8.5. Power Electronics
• 8.6. Thermal Management Systems
• 8.7. Others

9. By Application

• 9.1. Introduction
  • 9.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 9.1.2. Market Attractiveness Index, By Application
• 9.2. Commercial Aircraft*
  • 9.2.1. Introduction
  • 9.2.2. Market Size Analysis and Y-o-Y Growth Analysis (%)
• 9.3. Military Aircraft
• 9.4. Unmanned Aerial Vehicles (UAVs)

10. By Region

• 10.1. Introduction
  • 10.1.1. Market Size Analysis and Y-o-Y Growth Analysis (%), By Region
  • 10.1.2. Market Attractiveness Index, By Region
• 10.2. North America
  • 10.2.1. Introduction
  • 10.2.2. Key Region-Specific Dynamics
  • 10.2.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.2.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
  • 10.2.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 10.2.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 10.2.6.1. U.S.
    • 10.2.6.2. Canada
    • 10.2.6.3. Mexico
• 10.3. Europe
  • 10.3.1. Introduction
  • 10.3.2. Key Region-Specific Dynamics
  • 10.3.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.3.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
  • 10.3.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 10.3.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 10.3.6.1. Germany
    • 10.3.6.2. UK
    • 10.3.6.3. France
    • 10.3.6.4. Italy
    • 10.3.6.5. Spain
    • 10.3.6.6. Rest of Europe
• 10.4. South America
  • 10.4.1. Introduction
  • 10.4.2. Key Region-Specific Dynamics
  • 10.4.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.4.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
  • 10.4.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 10.4.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 10.4.6.1. Brazil
    • 10.4.6.2. Argentina
    • 10.4.6.3. Rest of South America
• 10.5. Asia-Pacific
  • 10.5.1. Introduction
  • 10.5.2. Key Region-Specific Dynamics
  • 10.5.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.5.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
  • 10.5.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application
  • 10.5.6. Market Size Analysis and Y-o-Y Growth Analysis (%), By Country
    • 10.5.6.1. China
    • 10.5.6.2. India
    • 10.5.6.3. Japan
    • 10.5.6.4. Australia
    • 10.5.6.5. Rest of Asia-Pacific
• 10.6. Middle East and Africa
  • 10.6.1. Introduction
  • 10.6.2. Key Region-Specific Dynamics
  • 10.6.3. Market Size Analysis and Y-o-Y Growth Analysis (%), By Type
  • 10.6.4. Market Size Analysis and Y-o-Y Growth Analysis (%), By Component
  • 10.6.5. Market Size Analysis and Y-o-Y Growth Analysis (%), By Application

11. Competitive Landscape

• 11.1. Competitive Scenario
• 11.2. Market Positioning/Share Analysis
• 11.3. Mergers and Acquisitions Analysis

12. Company Profiles

• 12.1. Boeing*
  • 12.1.1. Company Overview
  • 12.1.2. Type Portfolio and Description
  • 12.1.3. Financial Overview
  • 12.1.4. Recent Developments
• 12.2. Airbus
• 12.3. ZeroAvia
• 12.4. Siemens
• 12.5. General Electric
• 12.6. Honeywell International Inc.
• 12.7. Collins Aerospace
• 12.8. Intelligent Energy Limited
• 12.9. Plug Power Inc.
• 12.10. Ballard Power Systems

LIST NOT EXHAUSTIVE

13. Appendix

• 13.1. About Us and Services
• 13.2. Contact Us