STRATEGIC MARKET ANALYSIS IN THE FIELD OF FUEL CELLS AND HYDROGEN VEHICLES

Für OEMs, Zulieferer und zukünftige Marktteilnehmer im Bereich von Wasserstoffautos und Brennstoffzellen-Komponenten erstellt MEYER INDUSTRY RESEARCH als erfahrenes Marktforschungsunternehmen strategische Marktanalysen und individuelle Marktstudien.

Eine Marktanalyse Brennstoffzelle von MEYER INDUSTRY RESEARCH untersucht beispielsweise erwartetes Marktvolumen, Stückzahlen, Wettbewerb, Kundenanforderungen sowie Trends im Markt für Automotive-Brennstoffzellen und Wasserstofffahrzeuge sowie zugehörige Komponenten und Fertigungsequipment.

CURRENT MARKET ANALYSIS PROJECTS IN THE FIELD OF FUEL CELLS/HYDROGEN CARS

Für unsere Auftraggeber erarbeiten wir kundenspezifische Marktanalysen, die individuell auf die jeweiligen Anforderungen zugeschnitten sind. Klicken Sie auf die Projektbeispiele, um einige beispielhafte Marktanalyse-Projekte im Markt für Brennstoffzellen und Wasserstofftantrieben kennenzulernen.

Fuel cell stacks are stacks of up to several hundred fuel cells and are therefore the core component of hydrogen-powered cars and trucks. In each of these series-connected cells, the chemical reaction energy of hydrogen and atmospheric oxygen is converted into electrical energy in a "cold combustion" process. Large Tier 1 suppliers, in particular, focus their development efforts in the fuel cell component sector on core components such as the stacks, as they expect a high level of added value in this area.

Recirculation blowers, alongside the stack, are one of the most important components in a fuel cell system and therefore offer significant market potential. In combination with a pump, this component returns unused hydrogen from the stack to the hydrogen supply. Besides Bosch, companies such as Mann+Hummel and Rheinmetall/Pierburg are also focusing on the development and production of anode recirculation blowers.

Market participants see the industrialization and further development of production technology for fuel cell systems as a key challenge. The high number of cells per stack leads to significant assembly effort and stringent quality assurance requirements as production volumes increase. Against this backdrop, automated manufacturing concepts will become increasingly important.

With the exception of individual manufacturing steps at component suppliers, the production of electrolysis plants and their components is still very poorly automated. A key lever for achieving future cost reductions is the gradual increase in the level of automation along the supply chain, starting with standardized cell components (e.g., MEA) and extending to stack assembly.

MARKET FORECASTS ON FUEL CELLS AND HYDROGEN VEHICLES

Opinions in the automotive industry currently differ significantly on whether the fuel cell will play a significant role as a drive system in the market for passenger cars and commercial vehicles in the future.

Unter den Verfechtern der Technologie finden sich Branchengrößen wie BMW und Daimler Truck, die entsprechend weiter intensiv an dem Thema Wasserstoffantrieb forschen und in die Technologie investieren. BMW plant z.B. für 2028 die Lancierung eines ersten Grossserienwagens mit der Null-Emissionen-Technologie und kooperiert dabei mit Toyota. Laut BMW Management sieht man Wasserstoff als zweites Standbein, das die Aktivitäten im Bereich batterieelektrischer Fahrzeuge ergänzen kann. Daimler Truck startete Mitte 2024 die kundennahe Erprobung von Trucks mit Brennstoffzelle. Gleichzeitig sieht z.B. Traton, die Nutzfahrzeugsparte des VW-Konzerns, die Zukunft der Mobilität ganz klar in batterieelektrischen Systemen und erwartet unter anderem mangels bestehender Tank-Infrastruktur keine großen Potenziale für wasserstoffbetriebene PKWs und Nutzfahrzeuge.

Numerous players, including Tier 1 suppliers and machine manufacturers, are currently positioning themselves to benefit from a potential technology ramp-up in the coming years. For many companies, it will likely be worthwhile to keep a close eye on the industry and consider potential positioning early on.

MARKET ANALYSIS TOP 50 FUEL CELL SUPPLIERS GERMANY

Die neue Marktstudie Brennstoffzellen-Zulieferer in Deutschland 2022 von MEYER INDUSTRY RESEARCH, erschienen im September 2022, liefert einen Überblick über die 50 führenden Zulieferer für Wasserstoff-Fahrzeuge mit Brennstoffzellen-Technologie in Deutschland, deren Kennzahlen sowie den gefertigten Komponenten und Subsysteme. Die Studie ist kostenfrei zum Download auf unserer Webseite verfügbar.

Global Player und Hidden Champions: Die Analyse der 50 führenden Zulieferer für Wasserstoffautos und Brennstoffzellen in Deutschland zeigt eine dynamische Struktur: Global Player wie die großen Tier 1 Automobilzulieferer Bosch, ZF und Schäffler sind genauso vertreten wie mittelständische Akteure und Start-Ups, die sich in einem möglichen Zukunftsmarkt in Position bringen.

Download our free FUEL CELL SUPPLIERS market analysis 2022 as a PDF

Download Top 50 Fuel Cell Suppliers

OPPORTUNITIES IN THE FUEL CELL + HYDROGEN PROPOSE FOR MEDIUM-SIZED SUPPLIERS

In their market analysis of fuel cells and hydrogen vehicles, the major automotive suppliers reveal the industry trend:

These large companies are positioning themselves early on with solutions for fuel cell propulsion, such as fuel cell stacks and recirculation fans. At the same time, a growing number of medium-sized suppliers and specialists are seeking their place in the industry, for example with valves, filters, thermal management solutions, or electronic components/controllers. Tier 2/3 supplier relationships for the main components, such as stacks and recirculation fans, are also conceivable as potential entry points for medium-sized businesses.

Companies that have primarily generated their revenue from components for transmissions, combustion engines, exhaust systems, or hydraulic functions in vehicles are facing the crucial question of how to position themselves for the next generation of vehicles in the medium term. Fuel cell drives, as complex systems, can be seen as an opportunity for suppliers, since many components require similar development and manufacturing capacities to the combustion engine.

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