全球製氫電解槽技術的增長機會

到 2030 年，電解槽將成為製氫、可再生能源整合和電網平衡的關鍵。 促進電解槽行業增長的關鍵因素包括對氫作為能源載體的需求增加、政府的支持性政策和激勵措施，以及緩解氣候變化的緊迫性。 另一方面，高資本成本、效率問題和可再生能源的有限整合等挑戰可能會阻礙電解槽技術的廣泛採用。

在這份報告中，我們研究和分析了全球製氫電解槽技術，包括技術概況、市場趨勢、挑戰、各種電解技術的性能分析和比較、各地區電解槽技術的增長、競爭態勢，我們提供了對新的洞察增長機會。

內容

戰略要務

• 為什麼增長變得越來越困難？
• 戰略要務 8 (TM)
• 三大戰略要務對全球電解槽制氫行業的影響
• 增長機會推動增長 Pipeline Engine(TM)

增長機會分析

• 調查結果
• 分析範圍
• 調查目的
• 制氫電解槽
• 電解槽技術
• 電解技術比較分析
• 電解裝置技術的設備投資成本
• 電解槽產能（2023 年）
• 電解槽引入策略
• 電解槽和綠色氫供應鏈
• 電解槽供應鏈中的挑戰
• 原材料要求
• 增長動力
• 抑制增長的因素
• 電解設備行業的主要趨勢
• 趨勢 1：先進材料的應用
• 趨勢 2：高級水處理系統
• 趨勢 3：越來越多地採用數字技術
• 趨勢 4：海上風力電解槽和能源中心的發展
• 趨勢 5：電解槽的基準成本下降
• 趨勢 6：制氫成本下降

全球電解槽累計裝機容量預測

• 全球電解槽累計裝機容量預測
• 全球綠色氫產量預測
• 各地區電解槽累計裝機容量預測
• 按技術預測電解槽累計裝機容量
• 預測分析

區域分析

• 累計裝機容量預測：美國
• 預測分析：美國
• 累計裝機容量預測：歐洲
• 預測分析：歐洲
• 累計裝機容量預測：中國
• 預測分析：中國
• 預測分析：中國
• 累計裝機容量預測：亞太地區
• 預測分析：亞太地區
• 累計裝機容量預測：中東和非洲
• 預測分析：中東和非洲

競爭環境

• 主要電解槽製造商
• 電解槽製造商的製造能力份額百分比
• 競爭因素和評估
• 主要電解設備公司
• 其他 ALK 電解槽製造商
• 其他 PEM 電解槽製造商
• 其他 SOEC 電解槽製造商
• 電解器路線圖

充滿增長機會的世界

• 增長機會 1：混合能源系統
• 增長機會 2：戰略合作夥伴關係
• 增長機會 3：替代材料
• 增長機會 4：數字技術
• 增長機會 5：退役的海上石油和天然氣基礎設施
• 增長機會 6：氫中心發展
• 增長機會 7：水即服務
• 增長機會 8：可再生能源的高效利用
• 增長機會 9：核電站優化
• 增長機會 10：餘熱利用
• 圖表列表
• 免責聲明

R&D of Alternative and Innovative Materials to Drive Future Growth Potential of Electrolyzer Technologies for Green Hydrogen Production

Electrolyzers use electrolysis to generate hydrogen from water. They are set to play a crucial role in the global transition towards clean energy, as they provide a sustainable and efficient method for producing low-/zero- carbon/hydrogen for various applications across sectors. Key factors contributing to the growth of the electrolyzer industry include the increasing demand for hydrogen as an energy carrier, supportive government policies and incentives, and the urgency to mitigate climate change. In contrast, challenges, such as high capital costs, efficiency concerns, and limited renewable energy integration, may impede the wider adoption of electrolyzer technologies.

By 2030, electrolyzers will be crucial to hydrogen production, renewable energy integration, and grid balancing. However, to fully realize the potential of electrolyzers, it is imperative that market participants address existing challenges and encourage continuous innovation. Policymakers, industry stakeholders, and researchers must collaborate to foster the growth of the electrolyzer industry and achieve a sustainable and low-carbon energy future. The primary aim of the analytics is to examine drivers, challenges, and prospects of electrolyzer technologies in the context of a rapidly evolving energy landscape.

The study outlines electrolyzer technologies, presents a performance analysis and comparison of various electrolysis technologies, shows electrolyzer technologies' growth across regions, offers a view of the competitive landscape, and highlights emerging growth opportunities.

The analysis covers the following topics:

• An overview of electrolyzer technologies
• Trends driving the adoption and development of electrolyzer technologies
• Challenges to deployment
• Technology comparison
• Electrolyzer technology ecosystem
• Growth opportunities for electrolyzer technologies

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 Global Electrolyzer Industry for Hydrogen Production
• Growth Opportunities Fuel the Growth Pipeline Engine™

Growth Opportunity Analysis

• Findings
• Scope of Analysis
• Key Questions this Study will Answer
• Electrolyzers for Hydrogen Production
• Electrolyzer Technologies
• Comparative Analysis of Electrolysis Technologies
• Comparative Analysis of Electrolysis Technologies
• Capex Costs of Electrolyzer Technologies
• Electrolyzer Manufacturing Capacity-2023
• Electrolyzer Deployment Strategies
• Electrolyzer and Green Hydrogen Supply Chains
• Electrolyzer Supply Chain Challenges
• Raw Material Requirement
• Growth Drivers
• Growth Restraints
• Major Trends in the Electrolyzer Industry
• Trend 1-Application of Advanced Materials
• Trend 2-Advanced Water Treatment Systems
• Trend 3-Increasing Adoption of Digital Technologies
• Trend 4-Growth in Offshore wind-powered Electrolyzer and Energy Hubs
• Trend 5-Declining Electrolyzer Benchmark Costs
• Trend 6-Declining Hydrogen Production Costs

Global Electrolyzer Cumulative Installed Capacity Forecast

• Global Electrolyzer Cumulative Installed Capacity Forecast
• Global Green Hydrogen Production Forecast
• Electrolyzer Cumulative Installed Capacity Forecast by Region
• Electrolyzer Cumulative Installed Capacity Forecast by Technology
• Forecast Analysis

Regional Analysis

• Cumulative Installed Capacity Forecast-Americas
• Forecast Analysis-Americas
• Cumulative Installed Capacity Forecast-Europe
• Forecast Analysis-Europe
• Cumulative Installed Capacity Forecast-China
• Forecast Analysis-China
• Forecast Analysis-China
• Cumulative Installed Capacity Forecast-APAC
• Forecast Analysis-APAC
• Cumulative Installed Capacity Forecast-MEA
• Forecast Analysis-MEA

Competitive Environment

• Key Electrolyzer Manufacturers
• Percent Manufacturing Capacity Share of Electrolyzer Manufacturers
• Competitive Factors and Assessment
• Key Electrolyzer Companies
• Other ALK Electrolyzer Manufacturers
• Other PEM Electrolyzer Manufacturers
• Other SOEC Electrolyzer Manufacturers
• Electrolyzer Roadmap

Growth Opportunity Universe

• Growth Opportunity 1: Hybrid Energy Systems
• Growth Opportunity 2: Strategic Partnerships
• Growth Opportunity 3: Alternative Materials
• Growth Opportunity 4: Digital Technologies
• Growth Opportunity 5: Retired Offshore Oil and Gas Infrastructure
• Growth Opportunity 6: Development of Hydrogen Hubs
• Growth Opportunity 7: Water-as-a-Service
• Growth Opportunity 8: Efficient Use of Renewables
• Growth Opportunity 9: Nuclear Power Plant Optimization
• Growth Opportunity 10: Waste Heat Utilization
• List of Exhibits
• Legal Disclaimer