市場調查報告書
商品編碼
1617166
2030 年氫能汽車市場預測:按車輛類型、零件、加氫基礎設施、分銷管道、最終用戶和地區進行的全球分析Hydrogen Vehicle Market Forecasts to 2030 - Global Analysis By Vehicle Type (Passenger Vehicles, Commercial Vehicles, Two-wheelers and Other Vehicle Types), Component, Refueling Infrastructure, Distribution Channel, End User and By Geography |
根據Stratistics MRC預測,2024年全球氫能汽車市場規模將達到125.7億美元,預計2030年將達到845.7億美元,預測期內複合年成長率為37.4%。
氫能汽車是一種使用氫氣作為燃料的電動車。氫燃料電池將氫和氧結合起來發電,僅排放水蒸氣和熱。這使得氫動力汽車成為傳統內燃機汽車的環保且清潔的替代品。由於氫動力汽車續航里程長、加氫時間短,因此被認為是轉型為永續交通和綠色的關鍵要素。
氫氣生產的進展
利用風能和太陽能等再生能源來源生產氫氣的進步使其更具成本效益和效率。這些創新減少了對石化燃料的依賴,並使氫氣成為更清潔的汽車替代燃料。生產技術的改進將降低氫氣的總成本,使製造商和消費者都更負擔得起。產能的增加將確保加氫站氫氣的穩定供應。隨著製造成本下降,氫動力車將日益與電動車競爭。這些進步將有助於將氫確立為可行且永續的運輸燃料,並加速市場滲透。
製造成本高
由於使用鉑金等稀有材料,氫燃料電池、儲存槽和相關零件等材料的製造成本昂貴。這增加了氫汽車的整體成本,使消費者比傳統汽車或電池式電動車更難以承受。此外,有限的生產規模和供應鏈效率低也導致成本上升。缺乏大規模市場採用進一步限制了規模經濟並導致價格居高不下。在生產成本下降之前,氫燃料汽車的廣泛採用仍將是一項挑戰。
擴建加油基礎設施
擴大加氫基礎設施將需要更多的加氫站,增加氫汽車的便利性和可近性,並解決消費者對里程焦慮的擔憂。擴大的基礎設施將減少使用氫燃料汽車的公司和車隊營運商的業務障礙。隨著加油網路的擴大,製造商將更有可能生產氫動力汽車,從而增加市場供應。此外,政府對加氫基礎設施的投資將進一步加速氫燃料汽車的採用。最終,擴大基礎設施將加速向氫動力運輸的過渡。
供應鏈漏洞
燃料電池中使用的鉑金等原料供應中斷可能會增加成本並延遲生產。有限的加氫站進一步限制了氫汽車的使用。全球貿易的不確定性和地緣政治緊張局勢可能會阻礙關鍵零件的及時供應。這些供應鏈問題將使氫汽車變得更昂貴和實惠。此外,生產瓶頸可能會減少市場上車輛的供應量。
COVID-19 的影響
COVID-19 大流行擾亂了生產、供應鏈和消費者需求,對氫能汽車市場產生了重大影響。工廠關閉和關閉減緩了汽車製造和基礎設施發展,經濟不確定性導致對綠色技術的投資減少。然而,疫情也提高了人們對環境問題的認知,促使各國政府在其復原計畫中優先考慮永續解決方案。作為疫情後經濟重組努力的一部分,向清潔能源和綠色出行的轉變重新引發了人們對氫能汽車的興趣。
燃料電池產業預計將在預測期內成為最大的產業。
燃料電池產業預計將在整個預測期內獲得最大的市場佔有率,因為它是清潔能源轉換的核心技術。燃料電池將氫和氧結合起來發電,只產生水蒸氣,因此氫汽車對環境友善。燃料電池技術的進步正在提高效率、降低成本並提高車輛性能。隨著燃料電池系統變得更加經濟實惠和可靠,汽車製造商越來越積極投資氫燃料汽車。因此,氫燃料汽車擴大被採用,特別是商用車和大型車輛。
公共運輸產業預計在預測期內複合年成長率最高。
由於永續的交通解決方案,預計公共運輸部門在預測期內將顯著成長。氫公車、火車和其他公共交通系統提供零排放替代方案,並解決城市空氣污染和氣候目標。在公共交通中採用氫動力汽車可以減少對石化燃料的依賴並降低長期營運成本。公共部門的舉措將加速加氫站等氫基礎設施的投資。這種廣泛的部署增強了消費者信心並鼓勵更廣泛的市場採用。
在預測期內,由於政府的大力支持、技術進步和環保意識的提高,亞太地區預計將佔據最大的市場佔有率。日本、韓國和中國等國家在氫燃料汽車的發展方面處於領先地位,豐田、現代和本田等主要製造商大力投資燃料電池技術。該地區正在迅速擴大其加氫基礎設施,鼓勵更廣泛的採用。此外,各國政府正在實施政策和獎勵,推動氫能作為清潔能源來源,為亞太地區氫能汽車的發展創造有利的環境。
在預測期內,由於政府的大力支持和環保意識的提高,北美地區預計將呈現最高的複合年成長率。隨著各汽車製造商推出氫燃料汽車並擴大加氫基礎設施,美國和加拿大在採用氫燃料電池技術方面處於領先。豐田、現代、本田等大公司都在積極投資氫燃料汽車的開發。此外,減少溫室氣體排放和推廣清潔能源的努力正在加速市場成長。北美對可再生能源整合和永續交通解決方案的關注使氫能汽車成為未來交通的關鍵組成部分。
According to Stratistics MRC, the Global Hydrogen Vehicle Market is accounted for $12.57 billion in 2024 and is expected to reach $84.57 billion by 2030 growing at a CAGR of 37.4% during the forecast period. A hydrogen vehicle is a type of electric vehicle that uses hydrogen gas as its fuel source. The vehicle is powered by a hydrogen fuel cell, which combines hydrogen with oxygen to produce electricity, emitting only water vapour and heat as by products. This makes hydrogen vehicles environmentally friendly and a cleaner alternative to conventional internal combustion engine vehicles. They offer long driving ranges; quick refueling times, and is considered a key component in sustainable transportation and the transition to green mobility.
Advancements in hydrogen production
Advancements in hydrogen production from renewable energy sources like wind and solar, is becoming more cost-effective and efficient. These innovations reduce the reliance on fossil fuels, making hydrogen a cleaner alternative for vehicles. Improved production techniques lower the overall cost of hydrogen, making it more affordable for both manufacturers and consumers. Increased production capacity ensures a steady supply of hydrogen for refueling stations. As production costs decrease, hydrogen vehicles become more competitive with electric vehicles. These advancements help establish hydrogen as a viable, sustainable fuel for transportation, accelerating market adoption.
High cost of production
The high cost of production for materials such as hydrogen fuel cells, storage tanks, and related components are expensive to manufacture due to the use of rare materials like platinum. This increases the overall cost of hydrogen vehicles, making them less affordable for consumers compared to traditional vehicles or battery electric vehicles. Additionally, the limited scale of production and supply chain inefficiencies contribute to higher costs. The lack of mass-market adoption further restricts economies of scale, keeping prices high. Until production costs decrease, widespread adoption of hydrogen vehicles will remain challenging.
Expansion of refueling infrastructure
The expansion of hydrogen refueling infrastructure, needs more refueling stations, the convenience and accessibility of hydrogen vehicles improve, addressing consumer concerns about range anxiety. This increased infrastructure reduces operational barriers for businesses and fleet operators using hydrogen-powered vehicles. As refueling networks grow, manufacturers are more inclined to produce hydrogen vehicles, boosting market supply. Additionally, government investments in refueling infrastructure further promote the adoption of hydrogen vehicles. Ultimately, the expanded infrastructure accelerates the transition to hydrogen-powered transportation.
Supply chain vulnerabilities
Disruptions in the supply of raw materials like platinum, used in fuel cells, can increase costs and slow down manufacturing. Limited availability of hydrogen refueling stations further restricts vehicle adoption. Global trade uncertainties and geopolitical tensions can interrupt the timely delivery of essential parts. These supply chain issues make hydrogen vehicles more expensive and less accessible. Additionally, production bottlenecks can lead to lower vehicle availability in the market.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the hydrogen vehicle market by disrupting production, supply chains, and consumer demand. Lockdowns and factory closures delayed vehicle manufacturing and infrastructure development, while economic uncertainty led to reduced investments in green technologies. However, the pandemic also heightened awareness of environmental issues, driving governments to prioritize sustainable solutions in their recovery plans. This shift towards clean energy and green mobility has sparked renewed interest in hydrogen vehicles as part of post-pandemic economic rebuilding efforts.
The fuel cells segment is expected to be the largest during the forecast period
The fuel cells segment is predicted to secure the largest market share throughout the forecast period, due to the core technology for clean energy conversion. Fuel cells generate electricity by combining hydrogen with oxygen, producing only water vapour as a by-product, making hydrogen vehicles environmentally friendly. The advancement of fuel cell technology has led to improved efficiency, driving down costs and increasing vehicle performance. As fuel cell systems become more affordable and reliable, automakers are more inclined to invest in hydrogen-powered vehicles. This enhances the adoption of hydrogen vehicles, especially for commercial and heavy-duty applications.
The public transport segment is expected to have the highest CAGR during the forecast period
The public transport segment is projected to witness substantial growth during the estimation period, due to sustainable transport solutions. Hydrogen buses, trains, and other forms of public transit offer zero-emission alternatives, addressing urban air pollution and climate goals. The adoption of hydrogen vehicles in public transport helps reduce fossil fuel dependence and lowers operating costs over time. Investments in hydrogen infrastructure, like refueling stations, are accelerated by public sector initiatives. This widespread deployment boosts consumer confidence and encourages broader market adoption.
During the projected timeframe, the Asia Pacific region is expected to hold the largest market share due to strong government support, technological advancements, and increasing environmental awareness. Countries like Japan, South Korea, and China are leading in hydrogen vehicle development, with major manufacturers such as Toyota, Hyundai, and Honda investing heavily in fuel cell technologies. The region is rapidly expanding its hydrogen refueling infrastructure, encouraging broader adoption. Moreover, governments are implementing policies and incentives to promote hydrogen as a clean energy source, creating a favourable environment for the growth of hydrogen-powered vehicles in the Asia Pacific.
Over the forecasted timeframe, the North America region is anticipated to exhibit the highest CAGR, by strong government support and increasing environmental awareness. The U.S. and Canada are leading the way in adopting hydrogen fuel cell technology, with various automakers launching hydrogen-powered vehicles and expanding refueling infrastructure. Key players like Toyota, Hyundai, and Honda are actively investing in hydrogen vehicle development. Additionally, initiatives to reduce greenhouse gas emissions and promote clean energy are accelerating market growth. North America's focus on renewable energy integration and sustainable transportation solutions is positioning hydrogen vehicles as a key component of future mobility.
Key players in the market
Some of the key players profiled in the Hydrogen Vehicle Market include Toyota Motor Corporation, Honda Motor Co., Ltd., Hyundai Motor Company, BMW Group, Mercedes-Benz (Daimler AG), Ford Motor Company, General Motors (GM), Nissan Motor Co., Ltd., Volkswagen Group, Audi AG, Ballard Power Systems, Plug Power Inc., Nikola Corporation, Cummins Inc. and Hydrogenics Corporation (Cummins Inc.)
In November 2024, Toyota Motor Europe entered into a groundbreaking cooperation with Karsan to equip Karsan's hydrogen buses with Toyota's fuel cell modules. This partnership aims to enhance public transport sustainability through advanced hydrogen technology.
In September 2024, Toyota and BMW Group announced an extension of their collaboration in the hydrogen sector. The partnership aims to create a broader range of fuel cell electric vehicles (FCEVs) and enhance infrastructure development for hydrogen supply.
In May 2023, Honda and Isuzu Motors Limited entered into a partnership where Honda will develop and supply the fuel cell (FC) system for Isuzu's upcoming fuel cell-powered heavy-duty truck. This collaboration aims to leverage hydrogen technology to achieve carbon neutrality in heavy-duty vehicles.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.