The Fuel Cell Stack Supply Chain

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Apr 24, 2012, 10:09 ET

NEW YORK, April 24, 2012 /PRNewswire/ -- Reportlinker.com announces that a new market research report is available in its catalogue:

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Supply Chain Opportunities and Constraints, Supplier Analysis by Sector, Breakdown of Stack Components, and Revenue Forecasts by Component Category

After a long gestation period, fuel cells have reached the stage where they offer a compelling value proposition for certain selected applications. Now that go-to-market strategies have been identified and are being proven, and fuel cell developers are starting to register significant sales growth, the next set of challenges present themselves. Can these companies sustain these growth rates and become profitable, self-sustaining enterprises? What are the key success factors necessary for the next stage of commercial fuel cell evolution, are they present or absent and to what degree in the leading companies, and the industry at large? And what are the critical constraints, both internal and external, that might inhibit these companies from meeting or sustaining their goals?

Every high-growth industry based on a complex technological product depends upon a robust supply chain to share costs and risks across the industry while providing technical specialization and expertise beyond what any vertically-integrated enterprise could reasonably hope to achieve and sustain. In the case of fuel cells, the supply chain consists of a mix of privately-held companies with fuel cell specific expertise developed to serve this market and divisions of large companies that have repurposed existing capabilities for the same reason.

This Pike Research report focuses on suppliers of the components that make up the fuel cell stack including catalysts, membranes, membrane electrode assemblies (MEAs), gas diffusion layers (GDLs), and bipolar plates (BPPs) for proton exchange membrane (PEM) fuel cells, high temperature PEM (HT-PEM) fuel cells, and direct methanol fuel cells (DMFC). The study includes an evaluation of the market opportunities and key constraints in the fuel cell supply chain, along with an assessment of the key commercial stage companies active in this market. Detailed market size figures and forecasts are included for each component category through 2017, segmented by world region.

Key Questions Addressed:

-What are the current drivers for the development of the fuel cell stack supply chain for industrial electric vehicles, telecom backup, and micro-generation sectors?

-How big is the fuel cell stack supply chain in revenues and number of companies?

-Which regions will be the major centers of manufacturing and adoption over the next five years?

-Who are the suppliers, what is their technology base, and where are they located?

--Is the fuel cell stack supply base capable of supporting the forecast growth for this segment of the industry?

What are the critical opportunities, threats, and ways forward for the industry?

Who needs this report?

-Fuel cell system developers

-Fuel cell stack developers

-Stack component suppliers

-Industry associations

-Government agencies

-Investor community

Table of Contents

1. Executive Summary

1.1 New Challenges

1.2 Past Trends and Future Developments

2. Market Issues

2.1 Introduction

2.2 Drivers for Fuel Cell Adoption

2.2.1 Increase in Energy Demand

2.2.2 Oil Price Volatility

2.2.3 Carbon Emissions

2.2.4 Energy Security and Energy Resilience

2.3 Fuel Cell Stack and Supply Chain

2.4 Revenue PEM Fuel Cell Supply Chain, 2011

3. Technology Issues

3.1 Background

3.2 Fuel Cell Stack Overview

3.3 Fuel Cell Types under Study

3.3.1 PEM Fuel Cells

3.3.2 High-Temperature PEM Fuel Cells

3.3.3 Direct Methanol Fuel Cells

3.4 Stack Components Functional Breakdown

3.4.1 Membrane

3.4.1.1 Membrane Functional Description

3.4.1.2 Membrane Materials

3.4.1.3 Membrane Manufacturing Processes and Cost

3.4.2 Catalysts

3.4.2.1 Catalyst Functional Description

3.4.2.2 Catalyst Materials

3.4.2.3 Catalyst Manufacturing Processes and Cost

3.4.3 Gas Diffusion Layers

3.4.3.1 GDL Functional Description

3.4.3.2 GDL Materials

3.4.3.3 GDL Manufacturing Processes and Cost

3.4.4 Bipolar Plates

3.4.4.1 BPP Functional Description

3.4.4.2 BPP Materials

3.4.4.3 Manufacturing Processes and Cost

3.4.5 Other Components

3.4.5.1 Gaskets and Seals

3.4.5.2 Humidification and Cooling Plates

3.4.5.3 Current Collectors

3.4.5.4 End Plates and Tension Members

3.4.5.5 Sensors

3.4.5.6 Cost of Other Components

3.4.6 Assembly and Production Technology

3.4.7 Stack Components Cost Breakdown

3.4.8 Comparison between Pike Research and Directed Technologies Fuel Cell Stack Cost

4. Key Industry Players

4.1 Introduction

4.2 3M

4.3 Acta Energy

4.4 Advent Technologies S.A.

4.5 Asahi Glass Co., Ltd.

4.6 Bac2 Limited

4.7 Ballard Material Products Division

4.8 BASF Fuel Cell

4.9 Bing Energy

4.10 Borit NV

4.11 Cabot Corporation

4.12 CeTech Co., Ltd.

4.13 Dana Holding Corporation

4.14 Danish Power Systems

4.15 DuPont

4.16 Entegris, Inc.

4.17 Freudenberg Fuel Cell Component Technologies

4.18 FuMA-Tech GmbH

4.19 Golden Energy Fuel Cell Co., Ltd.

4.20 Horizon Fuel Cell Technologies

4.21 Johnson Matthey Fuel Cells

4.22 Metro Mold & Design

4.23 Mitsubishi Rayon Co., Ltd.

4.24 Morphic Technologies AB

4.25 N.E. CHEMCAT Corporation

4.26 W.L. Gore & Associates, Inc.

4.27 Wuhan WUT New Energy Co., Ltd.

5. Market Forecasts

5.1 Overview

5.2 Key Flex Points

5.2.1 New Markets Open up for PEM Fuel Cells

5.2.2 Reduction in CAPEX of Component Manufacturing Equipment

5.2.3 Enactment of Buy Local Policies

5.2.4 Growth of New Countries for Fuel Cell Component Manufacturing

5.3 Fuel Cell Supply Chain Forecasts and Application Projected Growth

5.4 Global Supply Chain: Overview

5.5 Global Supply Chain: Component Revenue Projections

5.6 Global Supply Chain: Regional Revenue Projections

5.7 Analysis and Conclusions

5.7.1 Fuel Cell Supply Chain Outlook

5.7.2 Risk Reduction Scenarios

5.7.2.1 Component Standardization

5.7.2.2 Faster-than-Forecast Cost Reductions

5.7.2.3 Faster-than-Forecast Growth

5.7.2.4 Industry Consolidation

5.7.3 New Entrants

5.7.4 Continued or Expanded Government Support

5.7.5 Increased Investment in the Sector

5.8 Summary

6. Company Directory

7. Acronym and Abbreviation List

8. Table of Contents

9. Table of Charts and Figures

10. Scope of Study, Sources and Methodology, Notes, Acknowledgements

List of Charts and Figures

Geographical Location of Commercial Supply Chain, World Markets: 2011

Fuel Cell Shipments by Application, World Markets: 2008-2010

Average Monthly Price per Barrel of Oil FOB, World Markets: 2007-2011

CO2 Emissions from Fossil Fuel for Energy Generation, World Markets: 1990-2030

Fuel Cell Supply Chain by Component Manufacture, World Markets: 2011

Fuel Cell Supply Chain of Companies by Region, World Markets: 2011

Percentage Breakdown of Supply Chain by Company Location, World Markets: 2011

Fuel Cell Stack Manufacturing Companies by Region, World Markets: 2011

Fuel Cell Stack Component Revenue, World Markets: 2011

Fuel Cell Stack Component Average Supplier Revenue, World Markets: 2011

PEM Fuel Cell Supply Chain Revenue by Component, World Markets: 2011

PEM Fuel Cell Supply Chain Revenue by Region, World Markets: 2011

Platinum Price Trends, World Markets: 2007-2011

Fuel Cell IEV, UPS, & CHP Unit Shipments, World Markets: 2010-2017

Fuel Cell IEV, UPS, & CHP Shipments by kW, World Markets: 2010-2017

Fuel Cell IEV, UPS, & CHP Unit Shipments by Region, World Markets: 2010-2017

Fuel Cell IEV, UPS, & CHP Shipments by kW and by Region, World Markets: 2010-2017

Fuel Cell IEV, UPS, & CHP Supply Chain Revenue, World Markets: 2010-2017

Fuel Cell Stack Component Supplier Revenue, World Markets: 2010-2017

Revenue Percentage by Component, World Markets: 2017

Total Supply Chain Revenue by Region, World Markets: 2010-2017

Supply Chain Revenue by Component, Europe: 2010-2017

Supply Chain Revenue by Component, Asia Pacific: 2010-2017

Supply Chain Revenue by Component, North America: 2010-2017

Fuel Cell Membrane Supplier Revenue, World Markets: 2010-2017

Fuel Cell Catalyst Supplier Revenue, World Markets: 2010-2017

Fuel Cell MEA Fabrication Supplier Revenue, World Markets: 2010-2017

Fuel Cell Gas Diffusion Layer Supplier Revenue, World Markets: 2010-2017

Fuel Cell Bipolar Plate Supplier Revenue, World Markets: 2010-2017

Fuel Cell Gaskets, Assembly, and Other Supplier Revenue, World Markets: 2010-2017

PEM Fuel Cell Stack Components

List of Tables

Fuel Cell Stack Component Supplier Revenue, World Markets: 2011

Average Monthly Price per Barrel of Oil FOB, World Markets: 2007-2011

CO2 Emissions from Fossil Fuel for Energy Generation, IEA Base Scenario, World Markets: 1990-2030

Fuel Cell Supply Chain, by Component Manufacture, World Markets: 2011

PEM Commercial Stack Companies by Region, World Markets: 2011

Fuel Cell Supply Chain Revenue by Region, World Markets: 2011

Stack Components Cost Breakdown: 2011

U.S. DOE Automotive and Stationary Fuel Cell 2015 Cost Targets, as of 2011

Stack Components Cost Breakdown: 2011

Total Fuel Cell Units by Region, World Markets: 2010-2017

Total Fuel Cell Units by Application, World Markets: 2010-2017

Total Fuel Cell kW by Region, World Markets: 2010-2017

Total Fuel Cell kW by Application, World Markets: 2010-2017

Fuel Cell $/kW by Application, World Markets: 2010-2017

Fuel Cell Supply Chain Revenue, World Markets: 2010-2017