全球車用燃料電池發展趨勢與臺灣產業技術布局機會

Global Fuel Cell Engines Development Trend and Taiwan's Industrial Technology Deployment Opportunity

洪于展

《機械工業雜誌》 481期 (2023/04) Pp. 106-111

摘要

鑑於全球淨零排放浪潮與歐美碳邊境調整機制趨勢，2050年氫能源價值鏈所需之設備產值將達到2,470億美元。當前氫能源產業發展有別於過去由氫能源車應用帶動，取而代之是依照各國及地區發展優勢加速向氫能源產業全價值鏈技術拓展。質子交換膜燃料電池仍是目前車用動力市場主流，本文經由解析其中國際標竿廠商Ballard經營策略與現狀後，提供臺灣發展自主關鍵技術短中長期建議。

關鍵字

氫能 ； 燃料電池 ； 零排放車輛

並列摘要

Given the trend towards achieving Net Zero Emissions and Carbon Boundary Adjustment Mechanisms, it is projected that the equipment market for the hydrogen energy value chain will reach 247 billion US dollars by 2050. Unlike the previous scenario that was primarily driven by hydrogen cars, the current development of the hydrogen energy industry is focused on capitalizing on the strengths of each country and region and accelerating the expansion of the full value chain technology. The Proton Exchange Membrane Fuel Cell (PEMFC) technology continues to dominate the fuel cell vehicle market. To identify industrial technology opportunities, it is crucial to analyze the business strategy and current situation of international benchmark manufacturer, Ballard Inc. Thus, this paper aims to provide suggestions for Taiwan to develop its industrial technology capabilities.

並列關鍵字

Hydrogen ； Fuel cell ； Zero emission vehicle

參考文獻

IRENA , “Geopolitics of the Energy Transformation: The Hydrogen Factor,” Jan., 2022. [Online]. Available: https://www.irena.org/publications/2022/Jan/Geopolitics-of-the-Energy-Transformation-Hydrogen

D. Akinyele, E. Olabode ,and A. Amole, “Review of Fuel Cell Technologies and Applications for Sustainable Microgrid Systems,” Inventions, 2020. [Online]. Available: https://www.mdpi.com/2411-5134/5/3/42

E4tech (UK) Ltd, “The Fuel Cell Industry Review 2021,”2021. [Online]. Available: https://www.e4tech.com/resources/249-fuel-cell-industry-review-2021.php

International Energy Agency, “Global EV outlook 2022,”May,2022. [Online]. Available: https://www.iea.org/reports/global-ev-outlook-2022

Ballard Inc., “Investor Presentation Nasdaq & TSX: BLDP” [Online]. Available: https://www.ballard.com/docs/default-source/investors/bldp-ir-deck_13-may-2022.pdf?sfvrsn=1ffcdf80_4