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商品編碼

1532902

SOEC電解槽市場－2024年至2029年預測

SOEC Electrolyzer Market - Forecasts from 2024 to 2029

出版日期: 2024年07月30日 | 出版商:

Knowledge Sourcing Intelligence | 英文 165 Pages | 商品交期: 最快1-2個工作天內

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簡介目錄

SOEC電解槽市場預計到2024年約為323,665,000美元，預計2029年將成長至3,363,418,000美元，複合年成長率為59.71%。

SOEC 或固體氧化物電解槽是一種固體氧化物燃料電池，它使用固體氧化物電解水或二氧化碳。 SOEC以再生模式運作以實現電解。它利用陶瓷電解質來獲取氫氣和氧氣。它使用更少的電力來產生氫氣，這也有助於降低功耗和成本。

SOEC（固體氧化物燃料電池）是一種利用固態氧化物電解水和二氧化碳的固體固體氧化物燃料電池。在再生模式下運作以進行電解。 SOEC也使用陶瓷電解質來獲取氫氣和氧氣。 SOEC用較少的電力來生產氫氣，這也有利於降低電力消耗和成本。

全球 SOEC電解槽市場的主要促進因素之一是全球對氫作為燃料的需求的預期成長，特別是在汽車產業。氫動力汽車為營運商提供了多種好處，因為它們是一種幾乎沒有排放氣體的節能交通方式。

同樣，全球能源需求的增加，包括商業、住宅和工業用途，預計也將增加氫氣需求，同時增加 SOEC電解槽的市場需求。隨著全球舉措實現淨零排放，特別是在能源產業，政府和工業界的最佳選擇是轉向氫氣作為一種天然燃料。

SOEC電解槽市場的促進因素：

全球綠色汽車產業崛起

據估計，推動 SOEC電解槽在全球市場成長的主要因素之一是汽車產業對氫氣作為燃料的需求不斷增加。特別是，近年來對氫能汽車的需求顯著成長，因為氫能汽車為駕駛員提供了比內燃機汽車和電動車更多的優勢。氫或燃料電池電動車 (FCEV) 可減少車輛的碳排放並降低營運成本。氫氣是一種清潔能源來源，與電動車充電時間相比，還可以縮短充電時間。

全球對氫和燃料電池電動車的需求持續成長，並且隨著新車輛和新技術在全球市場的採用，預計將進一步增加。 2022年中國FCEV銷量約5,447輛，2023年將增加至約5,600輛。 Hydrogen Insight 表示，同樣，2022 年美國將售出約 2,708 輛 FCEV，到 2023 年將增加到約 2,992 輛。

同樣，各種公司和品牌正在全球和地區市場推出新型 FCEV，推動了對氫作為汽車燃料的需求。例如，全球汽車製造商本田於 2024 年 2 月發布了其最新的 FCEV CR-V e: FCEV。同樣，2022 年，oyota Kirloskar Motor Pvt Ltd 與道路運輸和公路部一起在印度市場推出了豐田 Mirai，這是豐田公司開發的世界上最先進的 FCEV 之一。

全球市場能源需求不斷成長

能源是世界基礎設施生存所需的最重要元素之一，其重要性日益增加，尤其是隨著技術的發展。氫被認為是天然和石化燃料的最佳和最有效的替代品。

根據Enerdata的能源消耗報告，全球能源消費量正在顯著成長，2023年將歷史性成長約2.2%。該組織稱，2022年，巴西將消耗約3.25億噸能源，目前已增加約3.36億噸。同樣，印度和俄羅斯的能源消費量分別約為 1,081 Mtoe 和 836 Mtoe，到 2023 年將擴大至約 1,135 Mtoe 和 838 Mtoe。

亞太地區預計將佔據 SOEC電解槽市場的主要佔有率。

亞太地區是一些成長最快的經濟體，與所有其他地區相比，能源消耗顯著成長，因此預計 SOEC電解槽。 Enerdata在報告中表示，中國2023年能源消費量較2022年成長約6.6%，是2010年至2019年成長率的兩倍。同樣，印度2023年的年度能源消費量較2022年成長約5.1%。這些國家主要使用石化燃料產生的能源，但它們的政府以及該地區的其他國家正在轉向氫等更環保的能源形式。此外，使用氫氣作為汽車燃料預計也將增加該地區對 SOEC電解槽的需求。該地區是世界上最大的 FCEV 市場之一，本田和豐田等許多公司都在該地區提供 FCEV 技術。

SOEC電解槽市場主要企業提供的產品

托普索是氫基技術和解決方案的全球製造商和供應商。該公司提供 SOEC電解槽，可實現下一代綠色氫氣生產。該公司提供的SOEC具有將綠色氫加工成綠色氨的能力，可進一步用於各種化學應用。
Elcogen AS 提供固體氧化物電解。此電解池能夠在 600°C 至 800°C 之間運行，並且還能夠進行共電解和可逆運行模式。

SOEC電解槽市場的主要發展：

2024 年 4 月，三菱重工將開始運行新的 400kW SOEC 測試模組，以提高氫氣效率。該公司聲稱，該模組的電解效率約為3.5kWh/Nm3，實現了101%的高HV和更高的熱輸出。
2024年3月，托普索展示了一項新成就，推出了第一批12堆、1200片電池的SOEC，成功運行總合輸出功率35kW，並維持該輸出超過2250小時。
2024年3月，氫技術公司Bloom Energy與殼牌公司簽署協議，開始研究利用SOEC氫技術特性的大規模脫碳解決方案。

SOEC電解槽市場區隔與分析如下：

按成分

BOP
堆疊

按用途

氫氣生產
工業製程
其他

按最終用戶

電力
運輸
煉油廠
其他

按地區

美洲
美國
其他
歐洲、中東/非洲
德國
英國
其他
亞太地區
中國
日本
其他

A SOEC or solid oxide electrolyzer cell is a type of solid oxide fuel cell, which attains the electrolysis of water or carbon dioxide, using the solid oxide. The SOEC operates in the regenerative mode to achieve the electrolysis. It uses ceramic electrolytes to attain hydrogen and oxygens. It uses less electricity to produce hydrogens and it is also helpful in reducing the consumption and costs of the electricity.

A SOEC or solid oxide electrolyzer cell is a type of solid oxide fuel cell, that achieves the electrolysis of water or carbon dioxide, using the solid oxide. It operates in the regenerative mode to achieve the electrolysis. SOEC also uses ceramic electrolytes to obtain hydrogen and oxygens. The SOEC uses less electricity to produce hydrogens and it is also beneficial in reducing the consumption and costs of the electricity.

One of the major driving factors for the global SOEC electrolyzer market is anticipated the global increase in the demand for hydrogen, especially as a fuel for the automotive industries. The hydrogen-based vehicles offer multiple benefits to the operators, as they produce almost zero emissions, and are an energy-efficient mode of transportation.

Similarly, the increase in the global demand for energy, for commercial, residential, or industrial use, is also expected to boost the demand for hydrogen, simultaneously increasing the market demand for SOEC electrolyzers. With the global initiative to attain net zero, especially in the energy industry, the optimum choice for governmental organizations and industries is to shift towards hydrogen, as it is a form of natural fuel, that emits lower or no emissions.

SOEC Electrolyzer Market Drivers:

An increase in the global green automotive industry.

One of the major factors that is estimated to propel the growth of SOEC electrolyzers in the global market is the increasing demand for the hydrogens as a fuel for the automotive industries. The demand for hydrogen vehicles has grown significantly in recent years, especially as hydrogen vehicles offer multiple benefits to the operators over the ICE and electric vehicles. Hydrogen vehicles or Fuel Cell Electric Vehicles (FCEVs) reduce the carbon footprint of vehicles and offer lower operational costs. Hydrogen is a form of clean energy source, and it also reduces the time of refill as compared to the charging time of an EV.

The global demand for hydrogen or fuel cell electric vehicles has witnessed a constant increase and is further expected to increase with the introduction of new vehicles and technologies in the global market. The total sale of FCEVs in China in 2022 was recorded at about 5,447 units, which increased to about 5,600 units in 2023. Similarly, in 2022, about 2,708 FCEVs were sold in the US market, which increased to about 2,992 in 2023 as stated by Hydrogen Insight.

Similarly, various companies and brands have introduced new FCEVs in the global and regional markets, pushing the demand for hydrogen as a fuel for vehicles. For instance, in February 2024, Honda, a global automotive producer, unveiled its latest FCEV, CR-V e:FCEV, one of the first production hydrogen vehicles in the American market. Similarly, in 2022, the Toyota Kirloskar Motor Pvt Ltd, along with the Ministry of Road Transport & Highways launched Toyota Mirai in the Indian automotive market, one of the world's most advanced FCEVs, developed by the Toyota Corporation.

The growing demand for energy in the global market.

Energy is among the most important elements that are required for the survival of the global infrastructure, especially with the increasing technological developments. Hydrogen is considered an optimum and most efficient replacement for natural or fossil fuels, as it offers almost similar properties and produces less or zero emissions.

The global energy consumption has grown significantly, about 2.2% in 2023, a historic growth, as stated by Enerdata in its energy consumption report. The organization stated that in 2022, about 325 Mtoe of energy was consumed by Brazil, which increased to about 336 Mtoe. Similarly, the energy consumption of India and Russia was recorded at about 1,081 and 836 Mtoe respectively, which expanded to about 1,135 and 838 Mtoe in 2023.

Asia Pacific is anticipated to hold a significant share of the SOEC Electrolyzer market.

The Asia Pacific region is estimated to attain a greater market share in the SOEC electrolyzer market in the forecasted year, as the region offers few of the fastest growing economies, in which the consumption of energies is growing significantly, as compared to all other regions. The Enerdata stated in its report that the annual energy consumption of China in 2023, grew by about 6.6% from 2022, and received twice the growth as compared to 2010 to 2019 time period. Similarly, the annual energy consumption of India grew by about 5.1% in 2023, as compared to 2022. These countries use energy mostly produced by fossil fuel, but the governments of these countries, along with other countries in the region, shift to a greener form of energy, like hydrogen. Furthermore, the use of hydrogen as a fuel for automotive is also expected to boost the demand for SOEC electrolyzers in the region, as the demand for hydrogen is expected to grow with an increase in the sales of the FCEVs in the regions. The region offers one of the biggest FCEV markets in the globe, and also many companies like Honda and Toyota, offer FCEV technologies and are based in the region.

The SOEC Electrolyzer Market Products Offered by Key Companies:

Topsoe, a global hydrogen-based technologies and solutions manufacturer and supplier offers its SOEC electrolyzers, which offer next-generation production of green hydrogen. The SOEC offered by the company has the capability to process green hydrogen into green ammonia, which can be further used for various chemical applications.
Elcogen AS offers Solid Oxide Electrolysis Cells, which have the capability to operate at 600 to 800 degrees Celsius and can also have co-electrolysis and reversible operation modes.

The SOEC Electrolyzer Market Key Developments:

In April 2024, Mitsubishi Heavy Industry begins the operations of its new 400kW SOEC test module for higher hydrogen efficiency. The company claims that the electrolytic efficiency of the module was about 3.5kWh/Nm3, achieving 101% higher HHV, with higher heating values.
In March 2024, Topsoe demonstrated their new achievement by unveiling the first batch of results, which involved 12 stacks and 1200 cells of SOECs, that operated successfully at a combined power of 35kW, and this power was maintained for over 2250 hours.
In March 2024, a hydrogen tech firm Bloom Energy signed a contract with Shell Plc., to study large-scale decarbonization solutions, which aims to utilize the properties of SOEC hydrogen technology.

The SOEC Electrolyzer market is segmented and analyzed as:

By Component

BOP
Stack

By Application

Hydrogen Production
Industrial Process
Others

By End-User

Power
Transportation
Refineries
Others

By Geography

Americas
USA
Others
Europe, Middle East and Africa
Germany
United Kingdom
Others
Asia Pacific
China
Japan
Others

1. INTRODUCTION

1.1. Market Overview
1.2. Market Definition
1.3. Scope of the Study
1.4. Market Segmentation
1.5. Currency
1.6. Assumptions
1.7. Base and Forecast Years Timeline
1.8. Key benefits for the stakeholders

2. RESEARCH METHODOLOGY

2.1. Research Design
2.2. Research Process

3. EXECUTIVE SUMMARY

3.1. Key Findings
3.2. Analyst View

4. MARKET DYNAMICS

4.1. Market Drivers
4.2. Market Restraints
4.3. Porter's Five Forces Analysis
- 4.3.1. Bargaining Power of Suppliers
- 4.3.2. Bargaining Power of Buyers
- 4.3.3. The Threat of New Entrants
- 4.3.4. Threat of Substitutes
- 4.3.5. Competitive Rivalry in the Industry
4.4. Industry Value Chain Analysis
4.5. Supply Chain Overview

5. SOEC ELECTROLYZER MARKET BY COMPONENT

5.1. Introduction
5.2. BOP
5.3. Stack

6. SOEC ELECTROLYZER MARKET BY APPLICATION

6.1. Introduction
6.2. Hydrogen Production
6.3. Industrial Process
6.4. Others

7. SOEC ELECTROLYZER MARKET BY END-USER

7.1. Introduction
7.2. Power
7.3. Transportation
7.4. Refineries
7.5. Others

8. SOEC ELECTROLYZER MARKET BY GEOGRAPHY

8.1. Introduction
8.1. Americas
- 8.1.1. By Component
- 8.1.2. By Application
- 8.1.3. By End-User
- 8.1.4. By Country
  - 8.1.4.1. United States
  - 8.1.4.2. Others
8.2. Europe, Middle-East and Africa
- 8.2.1. By Component
- 8.2.2. By Application
- 8.2.3. By End-User
- 8.2.4. By Country
  - 8.2.4.1. Germany
  - 8.2.4.2. United Kingdom
  - 8.2.4.3. Others
8.3. Asia Pacific
- 8.3.1. By Component
- 8.3.2. By Application
- 8.3.3. By End-User
- 8.3.4. By Country
  - 8.3.4.1. China
  - 8.3.4.2. Japan
  - 8.3.4.3. Others