氫在汽車市場的未來 - 按車輛類型、推進類型、加氫點、地區 - 預測（~2035 年）

未來全球氫能汽車市場規模預計將從2024年的2.3萬輛擴大到2035年的35.3萬輛，複合年成長率為28.3%。

近年來，由於排放增加、燃料價格上漲以及石化燃料的缺乏，對零排放、替代燃料汽車的需求激增。需求的激增極大地促進了人們對氫流動性日益成長的興趣。替代技術的進步，例如基於非貴金屬催化劑的質子交換膜燃料電池（PEM FC）、氫燃料電池封裝系統模組以及更小、更輕的微觀結構，正在增加車輛續航里程、降低成本並提高整體效率。預計會有所改善。同樣，動力傳動系統技術的進步預計將為氫燃料汽車市場開闢新途徑。此外，燃料電池混合（FCHEV）和氫內燃機汽車（H2-ICEV）等新型氫基車的出現也將為市場格局創造新的前景。此外，在政府支持下對氫基礎設施的日益關注以及充電站的開發是預測期內顯著促進市場成長的一些因素。

“預計氫加氫站產業將由亞太地區引領。”

H2加氫站產業預計將引領亞太地區，預計2035年將建成超過14,000個加氫站。目前，中國在這一領域處於領先地位，全國各地氫加氣站建設迅速，截至2024年1月已有400多個加氫站運作。同樣，日本也計劃在 2025 年建立 320 個加氫站。各國政府的這些努力預計將加速該地區汽車市場對氫的普及。

“預計在預測期內，小客車市場的車型類型將出現顯著成長。”

預計小客車產業在預測期內將以 49.4% 的複合年成長率成長，到 2035 年預計將達到 264,000 輛。在歐洲，小客車領域持續佔據主導地位，佔80%的市場佔有率。 BMW、起亞和現代等知名電動車製造商預計將在 2024 年底年終進軍氫燃料電池小客車市場。一些最暢銷的 FCEV小客車車型包括豐田 Mirai 和現代 NEXO。

本報告探討了全球汽車市場氫的未來，包括按車型、推進類型、加氫點、地區以及進入市場的公司概況分類的趨勢。

目錄

• 這項研究的目的
• 市場定義
• 主要組織名單
• 介紹
• 市場動態
• 生態系分析
• 價值鏈分析
• 2023年氫燃料汽車市場的重要見解
• 技術分析
• 技術藍圖
• 有前途的經營模式
• 總擁有成本分析
• 氫氣生成和可攜式加油的趨勢
• MNM 對汽車 H2 與其他燃料類型的看法
• MNM 對汽車氫使用案例的看法
• MNM 對未來 FCEV 推出計劃的看法
• H2 在重型商用車中的使用案例
• H2 在越野車輛中的使用案例
• 氫氣在內燃機車輛的使用案例
• H2 8級卡車架構比較
• H2-ICE 汽車市場推出時間表
• 介紹
• 亞太地區
• 歐洲
• 北美洲
• 介紹
• 小客車
• 輕型商用車
• 公車
• 卡車
• 介紹
• 燃料電池汽車
• FCHEV
• H2-ICEV
• 介紹
• 亞太地區
• 歐洲
• 北美洲
• 概述
• 主要參與企業的策略/秘密
• 與主要 FCEV 供應商的合作和成長計劃
• 生態系中公司的前向/後向整合策略
• 競爭基準化分析

The global future of hydrogen in automotive market size is projected to grow from 23 thousand units in 2024 to 353 thousand units by 2035, at a CAGR of 28.3%.

The increasing emission levels, rising fuel prices, and limited availability of fossil fuels have spurred a burgeoning demand for zero-emission alternative fuel vehicles in recent years. This surge has notably contributed to the increasing interest in hydrogen mobility. Advancements in alternative technologies, including non-precious metal catalyst-based Proton Exchange Membrane Fuel Cells (PEM FC), hydrogen fuel-cell packaged system modules, and compact, lightweight microstructures, are expected to enhance vehicle range, decrease costs, and augment overall efficiency. Similarly, advancements in powertrain technology are expected to unveil fresh avenues within the hydrogen-fuel vehicle market. Additionally, the emergence of novel hydrogen-based applications such as Fuel Cell Hybrid Electric Vehicles (FCHEVs) and Hydrogen Internal Combustion Engine Vehicles (H2-ICEVs) is set to generate new prospects within the market landscape. Further, growing focus on hydrogen infrastructure with supportive government efforts, as well as the development of charging stations, are some of the factors that will significantly contribute to market growth during the forecast period.

"H2-Fuel station segment is expected to lead by Asia Pacific region ."

The H2 fuel station segment is expected to lead the Asia Pacific region, projecting over 14 thousand fuel stations by the year 2035. China currently leads this segment, demonstrating rapid establishment of H2 fuel stations nationwide, with over 400 refueling stations operational as of January 2024. Similarly, Japan has outlined plans to establish 320 hydrogen stations by 2025. These initiatives by respective governments are anticipated to boost hydrogen in the automotive market within the region.

"Passenger car segment expected to grow at significant rate during the forecast period by Vehicle type"

The passenger car segment is projected to demonstrate a growth rate, of CAGR 49.4% during the forecast period, reaching an estimated 264 thousand units by the year 2035. Within Europe, the passenger car segment retained its dominance, commanding 80% of the market share. Esteemed EV manufacturers such as BMW, KIA, and Hyundai are expected to establish their presence in the hydrogen fuel cell passenger car market by the end of 2024. Some of the best-selling FCEV passenger car models include Toyota Mirai and Hyundai NEXO.

"Europe expected to be the fastest growing market during the forecast period."

Europe is expected to emerge as the fastest-growing market for FCEVs with new hydrogen plans announced by the EU to set up H2-fueling stations every 200km. Further supportive policies by the government are expected to bolster the market. For instance, the UK had announced plans for 4,000 fuel-cell buses by 2025. FCEV demand in Europe is mainly led by Germany, France, the Netherlands, and Switzerland. LCVs are the fastest-growing market in the region. Similarly, Toyota Motor Corporation (Japan) has been leading the European FCEV market.

In-depth interviews were conducted with CEOs, managers, and executives from various key organizations operating in this market.

• By Respondent Type - OEMs - 24% , Tier I - 67% , Tier II & III - 9%
• By Designation - C- level Executives - 33% , Managers - 52% , Executives - 15%
• By Region - North America - 28%, Asia Pacific - 38%, Europe - 34%

The future of hydrogen in automotive market is dominated by established players such as Toyota Motor Corporation (Japan), Hyundai Motor Company (South Korea), SAIC Motors (China), FAW (China), and Yutong (China) among others. These companies manufacture fuel cell cars, buses, trucks, and LCVs with features such as higher range, and better fuel efficiency compared to ICE vehicles. Additionally, These companies have set up R&D facilities to develop best-in-class products as an alternative to EVs.

Research Coverage:

The report covers the future of hydrogen in automotive market, in terms of vehicle type (Passenger Cars , LCV,Bus, Truck), H2 fuel station (Asia Pacific, Europe, and North America), propulsion (FCEV, FCHEV, and H2-ICE), and region (Asia Oceania, Europe, and North America). It also covers the competitive landscape and company profiles of the major players in the future of hydrogen in automotive market ecosystem.

Key Benefits of the Report

• The study also includes an in-depth competitive analysis of the key players in the market, along with their company profiles, key observations related to product and business offerings, recent developments, and key market strategies.
• The report will help the market leaders/new entrants in this market with information on the closest approximations of the revenue numbers for the overall future of hydrogen in automotive market and the subsegments.
• This report will help stakeholders understand the competitive landscape and gain more insights to position their businesses better and plan suitable go-to-market strategies.
• The report also helps stakeholders understand the pulse of the market and provides them with information on key market drivers, restraints, challenges, and opportunities.

The report provides insights on the following pointers:

• Analysis of key drivers (better fuel efficiency and increased driving range, rapid increase in investment and development for green hydrogen production, fast refuelling, reduced Oil dependency, lower emissions compared to other vehicles), restraints (highly flammable, hard to detect hydrogen leakage, high initial investment or hydrogen refuelling infrastructure, lower efficiency compared to BEV's and HEVs), challenges (rising demand for fuel cell vehicles in automotive and transportation sector, fuel cell vans to be an emerging opportunity for OEMs, government initiatives pertaining to hydrogen infrastructure ), and opportunities (high vehicle costs, insufficient hydrogen infrastructure, fast growing demand for BEVS and HEVs), influencing the growth of the authentication and brand protection market.
• Product Development/Innovation: Detailed insights on upcoming technologies, research & development activities, and new product & service launches in the automotive fuel cell market.
• Market Development: Comprehensive information about lucrative markets - the report analyses the future of hydrogen in automotive market across varied regions.
• Market Diversification: Exhaustive information about new products & services, untapped geographies, recent developments, and investments in the future of hydrogen in automotive market.
• Competitive Assessment: In-depth assessment of market ranking, growth strategies, and service offerings of leading players Toyota Motor Corporation (Japan), Hyundai Motor Company (South Korea), SAIC Motors (China), FAW (china), and Yutong (China) among others in future of hydrogen in automotive market.

TABLE OF CONTENTS

1. INTRODUCTION

• 1.1 OBJECTIVES OF THE STUDY
• 1.2 MARKET DEFINITION
• 1.3 LIST OF KEY ASSOCIATIONS

2. MARKET OVERVIEW

• 2.1 INTRODUCTION
• 2.2 MARKET DYNAMICS
• 2.3 ECOSYSTEM ANALYSIS
• 2.4 VALUE CHAIN ANALYSIS
• 2.5 KEY H2 FUELED AUTOMOTIVE MARKET INSIGHTS OF 2023
• 2.6 TECHNOLOGY ANALYSIS
• 2.7 TECHNOLOGY ROADMAP
• 2.8 PROMISING BUSINESS MODELS
• 2.9 TCO ANALYSIS
• 2.10 H2 GENERATION AND PORTABLE REFUELING TRENDS
• 2.11 MNM INSIGHTS ON COMPARISON OF H2 VS OTHER FUEL TYPES FOR AUTOMOTIVE
• 2.12 MNM INSIGHTS ON USE CASES FOR HYDROGEN IN AUTOMOTIVE
• 2.13 MNM INSIGHTS ON UPCOMING LAUNCH PLANS FOR FCEVS
• 2.14 H2 USE CASE IN HEAVY-DUTY COMMERCIAL VEHICLES
• 2.15 H2 USE CASE IN OFF-ROAD VEHICLES
• 2.16 H2 USE CASE IN H2-ICE VEHICLES
• 2.17 H2 CLASS 8 TRUCK ARCHITECTURE COMPARISON
• 2.18 H2-ICE VEHICLE MARKET LAUNCH TIMELINE

3. MNM INSIGHTS ON H2 FUEL STATION SETUP

• 3.1 INTRODUCTION
• 3.2 ASIA PACIFIC
• 3.3 EUROPE
• 3.4 NORTH AMERICA

4. FUTURE OF HYDROGEN IN AUTOMOTIVE, VEHICLE TYPE OUTLOOK

• 4.1 INTRODUCTION
• 4.2 PASSENGER CAR
• 4.3 LIGHT COMMERCIAL VEHICLE
• 4.4 BUS
• 4.5 TRUCK

5. FUTURE OF HYDROGEN IN AUTOMOTIVE, PROPULSION TYPE OUTLOOK

• 5.1 INTRODUCTION
• 5.2 FCEV
• 5.3 FCHEV
• 5.4 H2-ICEV

6. FUTURE OF HYDROGEN IN AUTOMOTIVE, REGIONAL OUTLOOK

• 6.1 INTRODUCTION
• 6.2 ASIA PACIFIC
  • 6.2.1 CHINA
  • 6.2.2 JAPAN
  • 6.2.3 SOUTH KOREA
  • 6.2.4 INDIA
• 6.3 EUROPE
  • 6.3.1 GERMANY
  • 6.3.2 FRANCE
  • 6.3.3 UK
  • 6.3.4 SPAIN
  • 6.3.5 AUSTRIA
  • 6.3.6 THE NETHERLANDS
  • 6.3.7 SWEDEN
  • 6.3.8 NORWAY
  • 6.3.9 ITALY
• 6.4 NORTH AMERICA
  • 6.4.1 US
  • 6.4.2 CANADA

7. COMPETITIVE LANDSCAPE

• 7.1 OVERVIEW
• 7.2 KEY PLAYER STRATEGIES/ RIGHT TO WIN
• 7.3 COLLABORATIONS AND GROWTH PLANS OF LEADING FCEV PROVIDERS
• 7.4 FORWARD/BACKWARD INTEGRATION STRATAGIES OF COMPANIES IN ECOSYSTEM
• 7.5 COMPETITIVE BENCHMARKING

8. RECOMMENDATIONS BY MARKETSANDMARKETS

9. APPENDIX