全球燃料電池備用電源系統之產業分析

近年來臺灣自國外引進第四代行動通訊 (4G) 技術，國內基地台的數量也隨之成長。由於這些無線基地台陸陸續續地建置，促使備用電源市場也因此蓬勃發展。目前電信業者所使用的備用電源大致可分成三類：鉛酸蓄電池、柴油發電機及燃料電池備用電源系統。其中燃料電池備用電源系統為新興產業產品，也相對於傳統備用電源產品─鉛酸蓄電池及柴油發電機較無環境汙染等問題。同時燃料電池也兼具高效、用途廣泛等特性，在現今環保、節能的意識抬頭下，被公認為可同時解除能源與環境危機的重要技術之一。然而，與燃料電池備用電源系統產業相關研究仍甚少，臺灣相對於全球也處於起步較晚的階段，先進國家因而持有關鍵技術與產業群聚的優勢。於是，臺灣的燃料電池備用電源系統產業應如何在全球市場中尋求發展空間，進而達成人類與地球永續發展的目標，實為一相當值得關注的重要議題。因此本文藉由分析全球燃料電池備用電源系統的產業現況及尋求臺灣個案公司的資訊輔助，期能提供臺灣政經及產業界相關的策略建議。本文最終節錄出以下幾點建議：第一、臺灣政府應協助本國業者與國內外廠商從事同、異業策略聯盟，建立完整上中下產業價值鏈，以穩固上游原料之供應情形。第二、臺灣政府應鼓勵廠商從事研發，除了有助廠商取得關鍵技術、確保產業競爭地位外，同時亦能拓展下游產品的應用情形，擴大中下游市場、提升市場利基、帶動整體產業發展。第三、臺灣廠商應積極提升其生產技術，加強燃料電池備用電源系統產品之發電轉換效率，並尋求可降低生產成本之技術或替代性原料，藉以增加其獲利空間。最後，臺灣政府及廠商在推動燃料電池備用電源系統產業發展的同時，應留意全球的競爭態勢，例如，中國在該產業的發展趨勢及其內需成長性，如此一來，便有可能將潛在競爭威脅轉變為機會因應之。

關鍵字

燃料電池；備用電源系統；環境保護；新興產業；產業分析

並列摘要

For the past few years, Mobile Telecommunication Base Station has increased significantly due to the Fourth Generation (4G) mobile telecommunication technology has introduced from abroad to Taiwan. The Backup Power Station market is having a great boom because of the continue deploying the Mobile Telecommunication Base Stations. There are three most common types of the Backup Power System (BPS) in current use for the Telecommunication Company, which are Lead-Acid Battery, Diesel Generator, and Fuel Cell. By comparing these three types of BPS, the Fuel Cell BPS, which has less pollute issues than Lead-Acid Battery, Diesel Generator, is the new product for the Emerging Industry. On the other hand, some advantages for the Fuel Cell, such as high efficiency and wide applicable usage…etc. Under the rising environmental and energy saving consciousness globally, the Fuel Cell is being acknowledge to the one of the most important technology to solve the energy and environmental crisis problems. However, by comparing to research the global and Taiwan Fuel Cell BPS industry, the Developed Countries have some advantages, such as they own the key technology and have industry cluster. On the contrary, Taiwan have the limited research resource and plus Taiwan began on relative late stage. Then, among of the global market how to utilize and seek the better development space for the Taiwan’s Fuel Cell BPS Industry, in addition to achieve the human being and global sustainable development goals which is the merited subject need to be for paying attention to. Therefore, this thesis will be based on to analyze the current status of the global Fuel Cell BPS industry and to find a case study for the local company in Taiwan (information support), I hope it can provide some strategy recommendations to Taiwan’s political and economic industry. In conclusion, in the last section, four recommendations can be isolated as follows: (1) Taiwan Government needs to assist our local companies and foreign companies to do the strategic industries alliance, in order to develop fully specification Industrial Value Chain for upper, middle, and downstream so that it will stabilize the raw material supply from upper stream. (2) Taiwan Government should encourage the local companies to focus on Research & Design. It not only can help local companies to obtain the key technology and to ensure the industry competition position, but also can approach to develop the product application from downstream, to expend the market for the middle/downstream, and to increase the niche market and to drive the whole industry development continue moving. (3) Taiwan Companies needs aggressively to increase its production technology, to enhance the power generation efficiency rate on Fuel Cell BPS product, and to find the alterative raw material or cost down on production in order to increase the profits. (4) It needs to keep an eye of global competition situation while Taiwan Government and local Companies push forward Fuel Cell BPS industry development. For example, China’s growing trend and its internal demand; therefore, it can prevent the potential competition threat and to create a new opportunity for this market.