世界各国のリアルタイムなデータ・インテリジェンスで皆様をお手伝い

サマリー

                             ※上記の価格は、1-5ユーザライセンスの価格です。その他のライセンス価格は、お問合せください。

目次

この調査レポートは、主力電源としての燃料電池開発企業17社を対象に、市場参入戦略、製品ポートフォリオ、提携、革新、領域、市場シェア、価格、持久力など、12の評価基準で戦略と遂行状況を格付けしています。

The stationary fuel cell prime power market is experiencing rapid growth. With an increasing number of companies offering commercial products to the non-residential market, commercial adopters are demonstrating increased interest. The residential market is only a matter of months behind. In fact, a few forward looking companies already have fully certified products in the market in limited regions.

Within this fluid, vibrant phase of market growth we are starting to see some new market trends appearing. These include the electrons or hardware business model where adopters lease or buy the stationary fuel cell prime power unit. The benefits of both vary depending on the adopter and, interestingly, the country in which the company is operating. In terms of geography, we have seen some companies developing a single country specific product, for example in the Japanese residential market. So although a company may be leading today, in terms of deployment, looking forward it could face significant barriers to entry for its product in other regions.

This Pike Research report evaluates 17 of the leading prime power station fuel cell developers and rates them on 12 criteria for strategy and execution, including go-to-market strategy, product portfolio, partnerships, innovation, reach, market share, pricing, and staying power. Using Pike Research’s proprietary Pike Pulse methodology, developers are profiled, rated, and ranked with the goal of providing industry participants with an objective assessment of these companies’ relative strengths and weaknesses in the rapidly growing prime power stationary fuel cell market.

Top 17 Vendors

1. FuelCell Energy
2. UTC Power
3. Hydrogenics
4. POSCO Power
5. ClearEdge Power
6. Ceramic Fuel Cells
7. Fuji Electric
8. Panasonic; Toshiba Fuel Cell Power; Eneos Celltech
9. Topsoe Fuel Cell
10. Bloom Energy
11. Intelligent Energy
12. Baxi Innotech
13. Ceres Power
14. Hexis
15. GS Fuel Cells

Key Questions Addressed:

• Who are the leading manufacturers of prime power stationary fuel cell systems?
• What are the evolving business models and global company positioning?
• Which companies are explorers and which are settlers, and why this is important?
• Which companies potentially face large barriers to entry to market?
• What business relationships are critical to long term success in the market?

Who needs this report?

• Utilities
• Prime power stationary fuel cell manufacturers
• Energy companies
• Government agencies
• Investor community
• Industry associations

Table of Contents

詳細資料は、お問い合わせフォームから請求してください。

1. Executive Summary

2. Market Overview

2.1 Market Definition
2.1.1 Global Market for Prime Power
2.1.2 Residential and Commercial
2.1.3 Business Models
2.2 Market Trends
2.2.1 Explorers vs. Settlers
2.2.2 Geography
2.2.3 Cross-Border Deals
2.2.4 Adoption Subsidies ? Not R&D Funding
2.3 Market Drivers
2.3.1 Residential
2.3.2 Commercial
2.3.2.1 Grid Outages
2.3.2.2 Policy and Legislation

3. The Pike Pulse 

3.1 Pike Pulse Grid
3.2 Company Rankings
3.2.1 FuelCell Energy
3.2.2 UTC Power
3.2.3 Hydrogenics
3.2.4 POSCO Power
3.2.5 ClearEdge Power
3.2.6 Ceramic Fuel Cells
3.2.7 Fuji Electric
3.2.8 Panasonic, Toshiba Fuel Cell Power, and Eneos Celltech
3.2.9 Topsoe Fuel Cell
3.2.10 Bloom Energy
3.2.11 Intelligent Energy
3.2.12 Baxi Innotech
3.2.13 Ceres Power
3.2.14 Hexis
3.2.15 GS Fuel Cells

4. Vendor Profiles 

4.1 Leaders
4.1.1 FuelCell Energy (MCFC: United States)
4.2 Contenders
4.2.1 UTC Power (PAFC: United States)
4.2.2 Hydrogenics (PEM: Canada)
4.2.3 POSCO Power (MCFC, SOFC: South Korea)
4.2.4 ClearEdge Power (HTPEM: United States)
4.2.5 Ceramic Fuel Cells (SOFC: Australia/United Kingdom)
4.2.6 Fuji Electric (PAFC: Japan)
4.2.7 Panasonic/Toshiba Fuel Cell Power/Eneos Celltech (PEM: Japan)
4.3 Challengers
4.3.1 Topsoe Fuel Cell (SOFC: Denmark)
4.3.2 Bloom Energy (SOFC: United States)
4.3.3 Intelligent Energy (PEM: United Kingdom)
4.3.4 Baxi Innotech (PEM: Germany)
4.3.5 Ceres Power (SOFC: United Kingdom)
4.3.6 Hexis (SOFC: United Kingdom)
4.3.7 GS Fuel Cells (PEM: South Korea)
4.4 Followers

5. Company Directory
6. Acronym and Abbreviation List
7. Table of Contents
8. Table of Charts and Figures

9. Methodology 

9.1 Scope of Study
9.2 Sources and Methodology
9.2.1 Vendor Selection
9.2.2 Ratings Scale
9.2.2.1 Score Calculations
9.2.3 Criteria Definitions
9.2.3.1 Strategy
9.2.3.2 Execution

List of Charts and Figures

• The Pike Pulse Grid
• Fuel Cell Shipments by Application, World Markets: 2008-2010
• Breakdown by Unit Size of Prime Power Fuel Cell Systems Being Developed by Companies Outlined in This Pike Pulse
• The Pike Pulse Grid for Prime Power Fuel Cell Companies
• The Pike Pulse Grid for Residential Prime Power Fuel Cell Companies
• The Pike Pulse Grid for Commercial Prime Power Fuel Cell Companies
• FuelCell Energy Pike Pulse Position
• FuelCell Energy Strategy & Execution Scores
• UTC Power Pike Pulse Position
• UTC Power Strategy & Execution Scores
• Hydrogenics Pike Pulse Position
• Hydrogenics Strategy & Execution Scores
• POSCO Power Pike Pulse Position
• POSCO Power Strategy & Execution Scores
• ClearEdge Power Pike Pulse Position
• ClearEdge Power Strategy & Execution Scores
• Ceramic Fuel Cells Pike Pulse Position
• Ceramic Fuel Cells Strategy & Execution Scores
• Fuji Electric Pike Pulse Position
• Fuji Electric Strategy & Execution Scores
• Panasonic Pike Pulse Position
• Panasonic Strategy & Execution Scores
• Toshiba Fuel Cell Power Pike Pulse Position
• Toshiba Fuel Cell Power Strategy & Execution Scores
• Eneos Celltech Pike Pulse Position
• Eneos Celltech Strategy & Execution Scores
• Topsoe Fuel Cell Pike Pulse Position
• Topsoe Fuel Cell Strategy & Execution Scores
• Bloom Energy Pike Pulse Position
• Bloom Energy Strategy & Execution Scores
• Intelligent Energy Pike Pulse Position
• Intelligent Energy Strategy & Execution Scores
• Baxi Innotech Pike Pulse Position
• Baxi Innotech Strategy & Execution Scores
• Ceres Power Pike Pulse Position
• Ceres Power Strategy & Execution Scores
• Hexis Pike Pulse Position
• Hexis Strategy & Execution Scores
• GS Fuel Cells Pike Pulse Position
• GS Fuel Cells Strategy & Execution Scores
• Percentage Change in Residential Energy Consumption: 1996-2006
• Japanese Ten-Year Fuel Cell Roadmap

List of Tables

フュエルセル・エナジーとUTCパワーは主力電源の燃料電池ベンダで最高ランクとパイクリサーチ社が認定

2011年7月11日
据置型燃料電池の主力電源市場は、急速に成長している。住宅用以外の商用製品を提供する企業数は増加し、商用採用の関心も高まっている。住宅用市場は、ほんの数か月間、遅れているに過ぎない。米国の環境エネルギーなどのクリーン技術関連市場の専門調査会社パイクリサーチ社の調査レポート「主力電源の燃料電池システムメーカ17社の戦略と実行評価:パイクパルスレポート ー Pike Pulse Report: Prime Power Fuel Cells Assessment of Strategy and Execution for 17 Leading Prime Power Fuel Cell System Manufacturers」は、この早期市場で主要な位置を占める主力電源の燃料電池ベンダは、フュエルセル・エナジーとUTCパワーであると報告している。

「主力電源の燃料電池の市場は、市場成長の流動的で敏感な時期にさしかかっている。その重要な発展の最中に、いくつかの新しい市場傾向が立ち現われている。それは、『電子かハードウェアか』という、採用者が主力電源の据置型燃料電池の装置を借りるか買いとるかというビジネスモデルの問題である。それぞれの利点は、採用者によっても異なるが、おもしろいことに運用する企業の国によっても異なる。地域的な問題に関していうと、例えば日本の住宅向け市場のように、ある国向けに製品を開発している企業が数社ある場合がある。現在の段階ではある企業が先行していても、他の地域にその製品を売り込もうとする場合には大きな障害があるかもしれないのである」と、パイクリサーチ社の調査主任Kerry-Ann Adamson氏は語る。

この調査レポートは、フュエルセル・エナジーは、市場参入戦略、地域的な広がり、提携関係、大量生産と関連するシステムのコストダウンなどのすべての項目で高得点であった。この市場では、高品質の大量生産は標準的ではなく、フュエルセル・エナジーは市場需要に的確に対応することができるだろうとAdamson氏は語る。

二番目に高得点なのはUTCパワーで、戦略と実行が評価される。住宅向け主要電源燃料電池のメーカーで最高得点なのはクリアエッジ・パワーで、一点差でCeramic Fuel Cellsが続く。

この調査レポートは、主力電源の据置燃料電池デベロッパーの主要15社を評価し、市場参入戦略、製品のポートフォリオ、企業提携、革新、対象分野、市場シェア、価格、耐久性などの戦略や実施の12の項目について採点している。パイクリサーチ社の独自のパイクパルスメソドロジーを使って、この急速に成長する主力電源の据置燃料電池市場のデベロッパーを概説し、採点し、格付けして、相対的な長所と短所を分析して、市場参加者に提供している。

[プレスリリース原文]
FuelCell Energy and UTC Power Score Highest in New Pike Research Assessment of Prime Power Fuel Cell Vendors

July 11, 2011
The stationary fuel cell prime power market is experiencing rapid growth. With an increasing number of companies offering commercial products to the non-residential market, commercial adopters are demonstrating increased interest. The residential market is only a matter of months behind. According to a new Pike Pulse report published by Pike Research, two prime power fuel cell vendors are the best positioned in the early stages of this market: FuelCell Energy and UTC Power.

“The prime power fuel cell market is in a fluid, vibrant phase of market growth,” says research director Kerry-Ann Adamson. “In the midst of this critical stage of development, we are seeing some new market trends appearing. These include the ‘electrons or hardware’ business model where adopters lease or buy the stationary fuel cell prime power unit. The benefits of both vary depending on the adopter and, interestingly, the country in which the company is operating. In terms of geography, we have seen some companies developing a single country specific product, for example in the Japanese residential market. So although a company may be leading today, in terms of deployment, looking forward it could face significant barriers to entry for its product in other regions.”

Adamson adds that FuelCell Energy attained the highest overall score in the Pike Pulse report due to a combination of a clear go-to-market strategy, geographic reach, and partnerships, coupled with its cost-down systems and mass manufacturing. In this market, where high-quality, high-volume manufacturing is not the norm, Adamson says that FuelCell Energy’s ability to ramp up manufacturing based on market demand gives it a clear edge. 

UTC Power is the runner-up and is assessed as second in both Strategy and Execution. The highest-ranking residential prime power fuel cell manufacturer in the study is ClearEdge Power, with Ceramic Fuel Cells only one point behind.

The “Pike Pulse Report: Prime Power Fuel Cells” evaluates 15 of the leading prime power station fuel cell developers and rates them on 12 criteria for strategy and execution, including go-to-market strategy, product portfolio, partnerships, innovation, reach, market share, pricing, and staying power. Using Pike Research’s proprietary Pike Pulse methodology, developers are profiled, rated, and ranked with the goal of providing industry participants with an objective assessment of these companies’ relative strengths and weaknesses in the rapidly growing prime power stationary fuel cell market.