電解槽供應商：Guidehouse Insights Leaderboard

Guidehouse Insights Leaderboard Report: Electrolyzer Vendors - Assessment of Strategy and Execution for 16 Electrolyzer Vendors

出版日期: 2024年10月01日 | 出版商:

Guidehouse Insights | 英文 54 Pages; 23 Tables, Charts & Figures | 訂單完成後即時交付

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簡介目錄

電解槽是利用再生電力生產綠氫所需的關鍵技術。近年來，由於政策支持、難以消除的行業的興趣以及製造商之間的競爭加劇，電解槽行業出現了顯著的投資和擴張。儘管綠氫目前僅佔全球氫生產的一小部分，但大量綠氫計畫已經形成，其中大部分處於早期開發階段。

目前的供應商格局包括在電解槽和燃料電池製造領域擁有數十年經驗的傳統公司、在其他能源技術領域擁有成熟業務的行業公司以及擁有新穎技術產品和業務的初創公司。這些公司提供的服務範圍差異很大，從專門的堆疊供應商到具有先進整合、工程、採購和施工能力的端到端參與者。

擴大其他清潔能源技術的經驗表明，並非所有這些公司都會成功。未來十年，一些供應商可能會在專案成功和設備成本降低的幫助下增加其市場佔有率。另一方面，預計一些公司將難以競爭。潛在的陷阱包括無法擴展以滿足市場需求、技術性能或可靠性問題、缺乏有效的資本紀律以及服務產品與客戶需求之間的不匹配。

本報告根據與公司策略和執行相關的八個廣泛指標對 16 家著名的歐洲和美國電解槽供應商進行了評估。目的是揭示目前為新興綠色氫氣產業供應電解槽設備的供應商的競爭格局。

Electrolyzers are the key technology required to produce green hydrogen using renewable electricity. The electrolyzer industry has seen significant investment and expansion over the past several years in response to policy support, interest from hard-to-abate sectors, and increasing competition among manufacturers. Although green hydrogen currently accounts for only a small fraction of global hydrogen production, a substantial pipeline of green hydrogen projects has taken shape, mostly at early development stages.

The current vendor landscape comprises legacy players with decades of experience in electrolyzer or fuel cell manufacturing, industrial players with established businesses in other energy technology verticals, and dedicated startups with novel technology offerings and business models. The scope of services offered by these companies varies substantially, from dedicated stack suppliers to end-to-end players with advanced integration and engineering, procurement, and construction capabilities.

Experience from scaling up other clean energy technologies indicates that not all of these companies are likely to be successful. Over the coming decade, some vendors will see their market share grow, assisted by successfully delivered projects and reductions in equipment costs. Others may find it more difficult to compete. Potential pitfalls include failure to scale in line with market demand, issues with technology performance or reliability, lack of effective capital discipline, and misalignment between service offerings and customer requirements. This Guidehouse Insights Leaderboard assesses 16 of the most prominent European and North American electrolyzer vendors across eight broad metrics linked to company strategy and execution. Its purpose is to clarify the current competitive position of the players vying to supply electrolyzer equipment to the emerging green hydrogen production industry.

Top 10 Vendors

John Cockerill

thyssenkrupp nucera

Nel Hydrogen

Siemens Energy

Plug Power

Electric Hydrogen

Accelera by Cummins

ITM Power

HydrogenPro

Sunfire

1. Executive Summary

1.1 Market Introduction
1.2 The Guidehouse Insights Leaderboard Grid

2. Market Overview

2.1 Electrolyzer Characterization and Definition
2.2 Market Drivers
2.3 Market Barriers
2.4 Market Trends
2.5 Manufacturing Capacity

3. The Guidehouse Insights Leaderboard

3.1 The Guidehouse Insights Leaderboard Categories
- 3.1.1 Leaders
- 3.1.2 Contenders
- 3.1.3 Challengers
- 3.1.4 Followers
3.2 The Guidehouse Insights Leaderboard Grid

4. Company Rankings

4.1 Leaders
- 4.1.1 John Cockerill
- 4.1.2 thyssenkrupp nucera
- 4.1.3 Nel Hydrogen
4.2 Contenders
- 4.2.1 Siemens Energy
- 4.2.2 Plug Power
- 4.2.3 Electric Hydrogen
- 4.2.4 Accelera by Cummins
- 4.2.5 ITM Power
- 4.2.6 HydrogenPro
- 4.2.7 Sunfire
- 4.2.8 McPhy
- 4.2.9 Green Hydrogen Systems
- 4.2.10 Topsoe
- 4.2.11 Bloom Energy
4.3 Challengers
- 4.3.1 Enapter
- 4.3.2 Elogen

5. Acronym and Abbreviation List

6. Table of Contents

7. Table of Charts and Figures

8. Scope of Study and Methodology

8.1 Scope of Study
8.2 Sources and Methodology
- 8.2.1 Vendor Selection
- 8.2.2 Ratings Scale
  - 8.2.2.1 Score Calculations
- 8.2.3 Criteria Definitions
  - 8.2.3.1 Strategy
  - 8.2.3.2 Execution