市場調査報告書：次世代型自動車向け部品の米国市場

REPORT HIGHLIGHTS

The overall U.S. market for nex gen vehicle components is estimated at $35 million in 2004 and is expected to rise at an AAGR (average annual growth rate) of 42.8% to $208 million in 2009.
Rising at an AAGR of 55.2%, fuel cell modules will represent 43% of the total in 2009, up from 28.6% in 2004 due to more rapidly falling prices of other components.
The need for a fuel cell vehicle to have horsepower and performance more comparable to a traditional vehicle will become more obvious within the next five years.
The advanced battery market for fuel cell transportation will see growth in nickel-metal hydride batteries, large format lithium-ion/polymer batteries and ultracapacitors alone, or in combination with batteries. This sector will show an AAGR of 36.8% over the five-year period.

Value for Major Components for U.S. Fuel Cell Vehicles, 1998-2009
($ Millions)

;Source: BCC, Inc.

INTRODUCTION

In the U.S., comparatively traditional automotive technologies and methodologies in both manufacturing and engineering development still are the norm, albeit modernized considerably in the last 20 years. The forces impacting the retention of traditional technology and the development of newer technology essentially remain the same as they have for 50 years. A good deal of shaking down in the industry is foreseen as management and technology sectors are realigned. Many factors are involved that will influence how all this plays out.

This timely BCC report analyzes the technology advances that offer the promise of performance equal to traditional power sources for transportation. There are growing needs for efficient and affordable zero emission, noncrude oil dependent vehicles, the most serious and pressing of which clearly emerged in mid-2004 as oil prices soared beyond $40 a barrel and U.S. gas prices skyrocketed. These factors will be addressed in the report. Environmental considerations also are driving the development of fuel cell vehicles.

The study focuses on four major components for fuel cell vehicles. They include the fuel cell module as the vehicle engine, hydrogen storage, batteries or ultracapacitors as energy storage to assist the fuel cell, and the electric motor and drive. The report looks at the structure of the automotive industry, the companies involved with these advanced components, initiatives for the automotive industry and its suppliers, and the value of the projected markets for these components for next-generation vehicles.

SCOPE OF STUDY

The report contains:

Overview of the changing U.S. auto industry and automotive technology
Examination of the four major components of nex gen vehicles: fuel cell modules, hydrogen storage, batteries and ultracapacitors, and the electric motor and drive
Analysis of the projected markets for these components with forecasts through 2009
Identification of the companies competing for their share of this technological advance
Analysis of the primary factors shaping the marketplace: government, the automotive industry itself and the consumer.

METHODOLOGY AND INFORMATION SOURCES

Research for this report began with an in-depth analysis of technical, patent, and business literature. Interviews with industry experts, company representatives, federal government researchers, and university scientists provide the basis for an assessment of the position for fuel cell vehicles, both as hybrids and as the sole power source. Other information comes from BCC, Inc.s monthly newsletters Fuel Cell Technology News, Battery and EV Technology News, and Membrane & Separation Technology News.

The report makes projections for each market in terms of constant dollars. Historical values are presented for the given year. The focus is on the U.S. Overseas activity is mentioned, putting the U.S. market into global context. Values that are given for components are based on the best estimates by individuals involved in the sale or commercialization of the technology and do not represent engineering or integration value in a vehicle.

INTRODUCTION

STUDY GOAL AND OBJECTIVES
REASONS FOR DOING THE STUDY
CONTRIBUTION OF THE STUDY AND FOR WHOM
SCOPE AND FORMAT
METHODOLOGY AND INFORMATION SOURCES
DISCLAIMER
ANALYSTS CREDENTIALS
RELATED BCC, INC. WORK CREDENTIALS
RELATED BCC REPORTS
BCC ON-LINE SERVICES

EXECUTIVE SUMMARY

Summary Table:
VALUE FOR MAJOR COMPONENTS FOR U.S. FUEL CELL VEHICLES, THROUGH 2009 ($ MILLIONS)
Summary Figure:
VALUE FOR MAJOR COMPONENTS FOR U.S. FUEL CELL VEHICLES, 1998-2009 ($ MILLIONS)

OVERVIEW

BACKGROUND
- THE AUTO HORSERACE
  - The Auto Horserace (Continued)
  - Global Vehicle Production and Sales

Table 1 TOP TEN GLOBAL MANUFACTURERS IN VEHICLE PRODUCTION, 2001-2003 (ALL VEHICLE TYPES)
Table 1 (CONTINUED)
Table 2 TOP TEN GLOBAL MANUFACTURER UNIT SALES, 2001-2003 (ALL VEHICLE TYPES)
- ECONOMIC IMPORTANCE OF THE AUTOMOTIVE INDUSTRY
  - INDUSTRY VOLATILITY
    - Corporate Instability
    - Industry Complexity
    - Miles Traveled
Figure 1 U.S. MOTOR VEHICLE TRAVEL BY TYPE OF VEHICLE, 1995-2009 (BILLIONS OF VEHICLE MILES TRAVELED)
- IMPACT OF TECHNOLOGY ADVANCEMENT
  - PRINCIPAL FACTORS IMPACTING THE AUTOMOTIVE MARKETPLACE
    - Running on Empty: the Wild Card
- TERMS OF REFERENCE
  - THE NEXT GENERATION VEHICLE
- MAJOR COMPONENTS
  - OTHER SUBSYSTEMS
    - Power Management Subsystems
    - Converters and Inverters
- HYDROGEN VS. FOSSIL FUEL POWER SYSTEMS
- WHY DEVELOP FUEL CELL VEHICLES?
- BEGINNING THE HYDROGEN ECONOMY
  - FUTURE PROSPECTS
    - The Gathering Storm
    - Hitting the Wall
    - OPEC and Its Effect on the Automotive Industry and Fuel Cells
- GLOBAL MARKET CONSIDERATIONS
  - CHINA IS A SPECIAL CASE
    - China and Next Generation Transportation
    - China State of Affairs
      - Economy
      - Foreign and Domestic Automotive Ventures
  - POWER TECHNOLOGIES
Table 3 AUTOMOTIVE POWER TECHNOLOGIES
- CRITICAL INFLUENCES ON THE AUTOMOTIVE MARKET
- ON-ROAD TRANSPORTATION IN THE U.S.
Table 4 U.S. MOTOR VEHICLE REGISTRATIONS, THROUGH 2007 (THOUSANDS)
- IMPACT OF FEDERAL GOVERNMENT
  - U.S. DEPARTMENT OF ENERGY
    - Energy Efficiency and Renewable Energy (EER)
      - Vision
      - Partnership Activities and Function
Table 5 PROBLEM SOLVING APPROACH
Table 6 SUMMARY AUTOMOTIVE COMPOSITES CONSORTIUM GOALS
Table 7 MEMBERS ELECTRICAL WIRING COMPONENT APPLICATIONS PARTNERSHIP
Table 8 FREEDOM CAR TECHNICAL TEAMS
Table 9 DOE HYDROGEN, FUEL CELLS & INFRASTRUCTURE TECHNOLOGIES PROGRAM GOALS
Table 10 SUMMARY 21ST CENTURY TRUCK PARTNERSHIP GOALS
Table 11 FUEL CELL BUS PROGRAM ENABLING FACTORS
Table 12 CALIFORNIA FUEL CELL PARTNERSHIP (CAFCP) GOALS
- GUIDELINES ON THE ROAD TO NEXT GENERATION VEHICLES
Table 13 VEHICLE ENERGY EFFICIENCY (RANK ORDER BY POWER SYSTEMS, LOWEST TO HIGHEST)
Table 14 TRANSITIONAL PHASES TO HYDROGEN ECONOMY
- THE AUTOMOTIVE INDUSTRY
  - GENERAL MOTORS
  - TOYOTA
  - FORD MOTOR COMPANY
  - DAIMLERCHRYSLER
  - HONDA
    - Accord Plans
  - NISSAN
    - Nissan (Continued)
    - Current Production
- BARRIERS AND ACCELERATORS TO FUEL CELL VEHICLE DEVELOPMENT
  - CRUDE OIL AND SUPPLIES
    - Role of the Hybrid Battery/Internal Combustion Engine Vehicle
    - Technical Barriers
- VALUE MAJOR COMPONENTS BY TYPE FOR THE FUEL CELL VEHICLE
Table 15 VALUE OF MAJOR COMPONENTS BY TYPE FOR FUEL CELL VEHICLES IN THE U.S., THROUGH 2009 ($ MILLIONS)

VEHICULAR HYDROGEN STORAGE

INSIGHTS
STATUS
- OIL COMPANY INVOLVEMENT
- TECHNICAL TARGETS
- TECHNICAL BARRIERS
- CSA AMERICA, INC.
HYDROGEN PRODUCTION RESOURCES

Table 16 HYDROGEN PRODUCTION FROM U.S. RESOURCES
Table 16 (CONTINUED)
- HOW VEHICULAR HYDROGEN STORAGE MIGHT LOOK
Figure 2 CONCEPT OF HYDROGEN STORAGE ON A VEHICLE
- DOE HYDROGEN STORAGE FUNDING AND CENTERS
  - FUELING STATION PROJECTED COSTS
    - LAX Compressed Hydrogen Station
    - Canada Hydrogen Highway
- HYDROGEN SOURCES AND CHOICES
  - OPTIONS
Figure 3 HYDROGEN FEEDSTOCK AND PRODUCTION TECHNOLOGY OPTIONS
- ONBOARD REFORMING
  - METHANOL
    - Availability
    - APU Use
  - ETHANOL
  - REFORMING GASOLINE
  - REFORMING JP8 AND DIESEL FUEL
    - Surrogate JP8 to Hydrogen
    - Fischer-Tropsch Option
    - Efforts at Los Alamos National Laboratory
    - Efforts at U.S. Air Force Research Laboratory
    - Efforts at Naval Research Laboratory
    - Technology to Desulfurize Gasoline Suited to Reforming
- COMPRESSED HYDROGEN IN TANKS/CYLINDERS
  - TECHNICAL BARRIERS
    - System Components
  - LIGHTER WEIGHT HYDROGEN STORAGE CYLINDERS
    - Compressed Hydrogen Fuel Storage System
    - Developments at Dynetek Industries
      - Recent Business
    - Developments at Quantum Fuel Systems Technologies
      - Army Contract
    - Lincoln Composites Advanced Technical Products/General Dynamics
  - LIQUID METHANOL TANKS
- HYDRIDE STORAGE
  - TRANSPORT APPROVAL
  - REVERSIBLE METAL HYDRIDE SORPTIONS
    - Definitions of the Mechanisms
    - Hydrogen Storage in the Hydrides
    - Cost Concerns
    - Safety Concerns
    - Research at Sandia National Laboratory
    - Developments at Energy Conversion Devices/Ovonics
      - Demo Vehicle
      - Partners
Figure 4 ENERGY CONVERSION DEVICES/OVONICS STRATEGIC PARTNERSHIPS
Table 17 CHEMICAL HYDRIDE HYDROLYSIS
- NOVEL HYDROGEN STORAGE/GENERATION AND TANKS/CYLINDERS
  - AMMONIA
    - Locomotive Project
  - NANOTUBES
    - Boron Nitride Nanotubes
    - Carbon Storage
Table 18 OTHER FORMS OF CARBON STORAGE
Table 19 HYDROGEN STORAGE IN CARBON
- VALUE OF VEHICULAR HYDROGEN STORAGE TANKS BY TYPE
  - STORAGE METHODS
  - COST FACTORS
Table 20 U.S. VALUE OF HYDROGEN TANKS BY TYPE FOR FUEL CELL TRANSPORTATION, THROUGH 2009 ($ MILLIONS)
Figure 5 VALUE OF HYDROGEN TANKS FOR FUEL CELL TRANSPORTATION IN THE U.S., 1998-2009 ($ MILLIONS)
- INDEX OF COMPANIES INVOLVED IN VEHICULAR HYDROGEN
Table 21 INDEX OF COMPANIES INVOLVED IN VEHICULAR HYDROGEN STORAGE

FUEL CELLS FOR NEXT GENERATION TRANSPORTATION

INTRODUCTION
COMPLEXITY OF INDUSTRY
HERITAGE
- METAL-AIR FUEL CELL FUELS
ISSUES
PROTON EXCHANGE MEMBRANES FOR TRANSPORTATION

Table 22 COMPANIES PRODUCING ION SELECTIVE MEMBRANES FOR PEM FUEL CELLS
Table 23 CONDUCTANCE COMPARISONS
- PEM FUEL CELL STACKS AND TRANSPORTATION
  - PEM FUEL CELL STACKS AND...(CONTINUED)
  - DEVELOPMENTS AT ASIA PACIFIC FUEL CELL TECHNOLOGIES
  - DEVELOPMENTS AT BALLARD POWER SYSTEMS
    - Relationships
Figure 6 BALLARD POWER SYSTEMS RELATIONSHIPS
Figure 7 GENERALIZED SCHEMATIC FOR SYNTHESIS OF BAM3G MEMBRANE
Figure 8 STRUCTURAL UNIT OF PBI
Figure 9 UTC FUEL CELLS RELATIONSHIPS
- TECHNOLOGY ADVANCES IN DIRECT ALCOHOL FUEL CELLS
  - POLYACETYLENES
    - Polyacetylene-Copolysulfur Materials
  - DEVELOPMENTS AT ENERGY PARTNERS/ENERGY VENTURES
  - DEVELOPMENTS AT FUJITSU
  - DEVELOPMENTS AT GAS TECHNOLOGY INSTITUTE
  - DEVELOPMENTS AT MEDIS
  - DEVELOPMENTS AT POLYFUEL
  - DEVELOPMENTS AT TOSHIBA
  - DEVELOPMENTS AT W. L. GORE AND ASSOCIATES
- STRUCTURE OF PEM FUEL CELL INDUSTRY FOR TRANSPORTATION
  - INDEX OF PEM FUEL CELL STACK COMPANIES FOR TRANSPORTATION
Table 24 .INDEX OF FUEL CELL STACK PRODUCERS FOR TRANSPORTATION
- SOLID OXIDE FUEL CELL
  - AUXILIARY POWER UNITS
    - SunLine and Hydrogenics
  - SHIPBOARD
Figure 10 SINGLE CELL PERFORMANCE CURVES AT 750°C
- MEMBRANE ELECTRODE ASSEMBLY COMPONENTS
Figure 11 SCHEMATIC OF 3M MEA
Table 25 BENEFITS AND DRAWBACKS OF GRAPHITE, COMPOSITE, AND METALLIC BIPOLAR PLATES
Table 26 LISTING OF BIPOLAR PLATE/COLLECTOR COMPANIES
- TARGET PERFORMANCE FOR MEAS
Table 27 DEPARTMENT OF ENERGY FUEL CELL MEA TARGETS
- PLATINUM
Table 28 SIMULATED MODEL FOR PLATINUM DEMAND WITH FUEL CELL VEHICLES
- VALUE OF FUEL CELL MODULES FOR TRANSPORTATION BY TYPE
  - COST FACTORS
Table 29 VALUE OF FUEL CELL MODULES BY TYPE IN TRANSPORTATION, THROUGH 2009 ($ MILLIONS)
Figure 12 VALUE FUEL CELL MODULES IN TRANSPORTATION, 1998-2009 ($ MILLIONS)

ENERGY STORAGE DEVICES FOR FUEL CELL TRANSPORTATION

INTRODUCTION
BATTERY CHEMISTRY COMPARISONS

Table 30 SECONDARY BATTERY TECHNOLOGY COMPARISON
Table 29 (CONTINUED)
- NOVEL CONCEPTS
  - COMBO ELECTRIC STORAGE BATTERY AND HYDROGEN TANK
  - HYBRID CAPACITOR AND BATTERY SYSTEMS
  - POSSIBLE APPLICATION FOR LEAD ACID BATTERIES
- AUTOMOTIVE HYBRID MODEL
- ULTRACAPACITORS
  - ENERGY STORAGE
Table 31 COMPARISON OF ULTRACAPACITOR AND BATTERY CHARACTERISTICS
Table 32 INDEX OF KEY ULTRACAPACITOR COMPANIES
- NICKEL METAL HYDRIDE BATTERIES FOR FUEL CELL TRANSPORTATION
  - ELECTRODES
  - DEVELOPMENTS AT COBASYS
    - Cost Reductions
  - DEVELOPMENTS AT MATSUSHITA/PANASONIC
  - DEVELOPMENTS AT TOYOTA
  - DEVELOPMENTS AT SANYO
    - Superlattice Alloy
Figure 13 SCHEMATIC OF SUPERLATTICE ALLOY FROM SANYO
Table 33 INDEX OF NIMH BATTERY COMPANIES FOR FUEL CELL TRANSPORTATION
- LITHIUM-ION BATTERIES FOR FUEL CELL TRANSPORTATION
  - PROS AND CONS
    - Construction Issues
Table 34 LITHIUM-ION BATTERIES FOR HYBRID VEHICLES AND 42-VOLT AUTOMOTIVE SYSTEMS
Figure 14 SCHEMATIC NISSAN LI-ION FUEL CELL VEHICLE
Table 35 INDEX OF SECONDARY LITHIUM-ION BATTERY MANUFACTURERS FOR FUEL CELL TRANSPORTATION
- SUMMARY VALUE OF ADVANCED BATTERIES BY TYPE FOR FUEL CELL TRANSPORTATION
  - NIMH BATTERY MARKET
  - VOLTAGE REQUIREMENTS
  - OTHER FACTORS
Table 36 VALUE OF ADVANCED BATTERIES/ULTRACAPACITORS BY TYPE FOR FUEL CELL TRANSPORTATION, THROUGH 2009 ($ MILLIONS)
Figure 15 VALUE OF ADVANCED BATTERIES/ULTRACAPACITORS FOR FUEL CELL TRANSPORTATION, 1998-2009 ($ MILLIONS)

TRACTION MOTORS AND CONVERTERS/CONTROLLERS FOR NEXT GENERATION TRANSPORTATION

INTRODUCTION
CHARACTERISTICS
ROLE OF THE TRACTION MOTOR
- CONFIGURATIONS
  - Examples of Solectria Single-motor Drive
    - Applications and Features

Table 37 FEATURES OF THE SOLECTRIA DS 5-90P
Table 38 FEATURES OF SOLECTRIAS DMOC445 INVERTER/CONTROLLER
- TRACTION DRIVE SYSTEM CONTROLLERS/CONVERTERS
  - CONTROLLER FUNCTIONS FOR HEV/NGV
    - Controller Functions for DC-powered Vehicles
- COMPANY DEVELOPMENTS IN ELECTRIC TRACTION DRIVE MOTORS
  - DEVELOPMENTS AT EMERSON MOTORS
    - Ecostar and U.S. Electrical Motors/Emerson
  - DEVELOPMENTS AT SAMINCO
  - DEVELOPMENTS AT SOLECTRIA
    - Vehicle Development
  - DEVELOPMENTS IN BALLARD ELECTRIC DRIVE SYSTEMS
    - Electric Chassis Drive System Components
Table 39 BALLARD SYSTEM ADAPTABLE FOR VEHICULAR USE
Table 40 UQM PROPULSION SYSTEMS
- MILITARY DEVELOPMENT OF ALL-WHEEL ELECTRIC DRIVE
  - ADVANCED HYBRID ELECTRIC DRIVE SYSTEM
  - CONTROLLER DEVELOPMENT
    - Developments at UQM
      - Developments at UQM (Continued)
      - Developments at Saminco
      - DC controllers
Table 41 SAMINCO STANDARD DC MOTOR CONTROLLERS
Table 42 SAMINCO STANDARD AC MOTOR CONTROLLERS/INVERTERS
- ELECTRIC DRIVE-RELATED CONTROLLERS/MANAGEMENT SYSTEMS
  - DEVELOPMENT AT MITSUBISHI
  - DEVELOPMENTS AT MATSUSHITA
- INDEX OF ELECTRICAL TRACTION MOTOR/CONVERTER MANUFACTURERS
Table 43 INDEX OF ELECTRICAL TRACTION MOTOR/ELECTRIC DRIVE/CONVERTER MANUFACTURERS
- VALUE OF MOTORS/CONVERTERS FOR FUEL CELL TRANSPORTATION
Table 44 VALUE OF MOTORS/CONVERTERS FOR U.S. FUEL CELL TRANSPORTATION, THROUGH 2009 ($ MILLIONS)
Figure 16 VALUE OF MOTORS/CONVERTERS FOR U.S. FUEL CELL TRANSPORTATION, 1998-2009 ($ MILLIONS)
- TRENDS AND OUTLOOK FOR FUEL CELL VEHICLES
- FUEL CELL VEHICLES-TRENDS AND PROJECTIONS
Table 45 FUEL CELL VEHICLES BY TYPE IN THE U.S., THROUGH 2009
- COMMERCIALIZATION GOALS
- BACKDROP FOR U.S. NEXT GENERATION VEHICLES
  - COMPLICATING FACTORS
    - Vehicle Numbers vs. Road Infrastructure
- JOINT VENTURES, AGREEMENTS, OTHER RELATIONSHIPS ASSOCIATED WITH FUEL CELL VEHICLES
- LIGHT VEHICLE MARKET
- TRENDS IN THE LIGHT VEHICLE SECTOR
  - TOYOTA FUEL CELL VEHICLE DEVELOPMENTS
    - Fuel Cell Highlander
      - Fuel Cell Highlander (Continued)
    - Other Advances
  - DEVELOPMENTS AT HONDA
  - DEVELOPMENTS AT FORD
    - Focus FCV Advances
Table 46 FORD FOCUS FUEL CELL VEHICLE SPECIFICATIONS
- DEVELOPMENTS AND TRENDS IN THE LARGE VEHICLE MARKET
  - BUSES AND TRUCKS
    - Bus Developments at UTC Fuel Cells
    - Bus Developments at Ballard Power Systems/Xcellsis
    - Bus Developments at Hydrogenics
    - Bus Developments at Hino/Toyota Motors
    - Other Developments
    - Hybrid and Fuel Cell Trucks
    - Developments at Eaton Corp. and FedEx
    - Developments at Mack Truck
    - Developments at GM
- DEVELOPMENTS AND TRENDS IN SPECIALTY VEHICLES
  - ADVANCES AT ANUVU, INC.
  - ADVANCES AT DEERE & CO.
  - ADVANCES AT HAVEBLUE, LLC
  - ADVANCES AT VECTRIX
  - ADVANCES AT ASIA PACIFIC
  - OTHERS
- CONTROLS AND INCENTIVES IN THE AUTO INDUSTRY
  - CONTROLS AND INCENTIVES IN THE...(CONTINUED)

APPENDIX

GLOBAL SECONDARY LITHIUM BATTERY COMPANIES
CONVERSION FACTORS
- VOLUME
- WEIGHT
- ENERGY
- POWER
- PRESSURE
- OTHER

LIST OF TABLES

Summary Table: VALUE FOR MAJOR COMPONENTS FOR U.S. FUEL CELL VEHICLES, THROUGH 2009 ($ MILLIONS)
Table 1 TOP TEN GLOBAL MANUFACTURERS IN VEHICLE PRODUCTION, 2001-2003 (ALL VEHICLE TYPES)
Table 2 TOP TEN GLOBAL MANUFACTURER UNIT SALES, 2001-2003 (ALL VEHICLE TYPES)
Table 3 AUTOMOTIVE POWER TECHNOLOGIES
Table 4 U.S. MOTOR VEHICLE REGISTRATIONS, THROUGH 2007 (THOUSANDS)
Table 5 PROBLEM SOLVING APPROACH
Table 6 SUMMARY AUTOMOTIVE COMPOSITES CONSORTIUM GOALS
Table 7 MEMBERS ELECTRICAL WIRING COMPONENT APPLICATIONS PARTNERSHIP
Table 8 FREEDOM CAR TECHNICAL TEAMS
Table 9 DOE HYDROGEN, FUEL CELLS & INFRASTRUCTURE TECHNOLOGIES PROGRAM GOALS
Table 10 SUMMARY 21ST CENTURY TRUCK PARTNERSHIP GOALS
Table 11 FUEL CELL BUS PROGRAM ENABLING FACTORS
Table 12 CALIFORNIA FUEL CELL PARTNERSHIP (CAFCP) GOALS
Table 13 VEHICLE ENERGY EFFICIENCY (RANK ORDER BY POWER SYSTEMS, LOWEST TO HIGHEST)
Table 14 TRANSITIONAL PHASES TO HYDROGEN ECONOMY
Table 15 VALUE OF MAJOR COMPONENTS BY TYPE FOR FUEL CELL VEHICLES IN THE U.S., THROUGH 2009 ($ MILLIONS)
Table 16 HYDROGEN PRODUCTION FROM U.S. RESOURCES
Table 17 CHEMICAL HYDRIDE HYDROLYSIS
Table 18 OTHER FORMS OF CARBON STORAGE
Table 19 HYDROGEN STORAGE IN CARBON
Table 20 U.S. VALUE OF HYDROGEN TANKS BY TYPE FOR FUEL CELL TRANSPORTATION, THROUGH 2009 ($ MILLIONS)
Table 21 INDEX OF COMPANIES INVOLVED IN VEHICULAR HYDROGEN STORAGE
Table 22 COMPANIES PRODUCING ION SELECTIVE MEMBRANES FOR PEM FUEL CELLS
Table 23 CONDUCTANCE COMPARISONS
Table 24 .INDEX OF FUEL CELL STACK PRODUCERS FOR TRANSPORTATION
Table 25 BENEFITS AND DRAWBACKS OF GRAPHITE, COMPOSITE, AND METALLIC BIPOLAR PLATES
Table 26 LISTING OF BIPOLAR PLATE/COLLECTOR COMPANIES
Table 27 DEPARTMENT OF ENERGY FUEL CELL MEA TARGETS
Table 28 SIMULATED MODEL FOR PLATINUM DEMAND WITH FUEL CELL VEHICLES
Table 29 VALUE OF FUEL CELL MODULES BY TYPE IN TRANSPORTATION, THROUGH 2009 ($ MILLIONS)
Table 30 SECONDARY BATTERY TECHNOLOGY COMPARISON
Table 31 COMPARISON OF ULTRACAPACITOR AND BATTERY CHARACTERISTICS
Table 32 INDEX OF KEY ULTRACAPACITOR COMPANIES
Table 33 INDEX OF NIMH BATTERY COMPANIES FOR FUEL CELL TRANSPORTATION
Table 34 LITHIUM-ION BATTERIES FOR HYBRID VEHICLES AND 42-VOLT AUTOMOTIVE SYSTEMS
Table 35 INDEX OF SECONDARY LITHIUM-ION BATTERY MANUFACTURERS FOR FUEL CELL TRANSPORTATION
Table 36 VALUE OF ADVANCED BATTERIES/ULTRACAPACITORS BY TYPE FOR FUEL CELL TRANSPORTATION, THROUGH 2009 ($ MILLIONS)
Table 37 FEATURES OF THE SOLECTRIA DS 5-90P
Table 38 FEATURES OF SOLECTRIAS DMOC445 INVERTER/CONTROLLER
Table 39 BALLARD SYSTEM ADAPTABLE FOR VEHICULAR USE
Table 40 UQM PROPULSION SYSTEMS
Table 41 SAMINCO STANDARD DC MOTOR CONTROLLERS
Table 42 SAMINCO STANDARD AC MOTOR CONTROLLERS/INVERTERS
Table 43 INDEX OF ELECTRICAL TRACTION MOTOR/ELECTRIC DRIVE/CONVERTER MANUFACTURERS
Table 44 VALUE OF MOTORS/CONVERTERS FOR U.S. FUEL CELL TRANSPORTATION, THROUGH 2009 ($ MILLIONS)
Table 45 FUEL CELL VEHICLES BY TYPE IN THE U.S., THROUGH 2009
Table 46 FORD FOCUS FUEL CELL VEHICLE SPECIFICATIONS

LIST OF FIGURES

Summary Figure: VALUE FOR MAJOR COMPONENTS FOR U.S. FUEL CELL VEHICLES, 1998-2009 ($ MILLIONS)
Figure 1 U.S. MOTOR VEHICLE TRAVEL BY TYPE OF VEHICLE, 1995-2009 (BILLIONS OF VEHICLE MILES TRAVELED)
Figure 2 CONCEPT OF HYDROGEN STORAGE ON A VEHICLE
Figure 3 HYDROGEN FEEDSTOCK AND PRODUCTION TECHNOLOGY OPTIONS
Figure 4 ENERGY CONVERSION DEVICES/OVONICS STRATEGIC PARTNERSHIPS
Figure 5 VALUE OF HYDROGEN TANKS FOR FUEL CELL TRANSPORTATION IN THE U.S., 1998-2009 ($ MILLIONS)
Figure 6 BALLARD POWER SYSTEMS RELATIONSHIPS
Figure 7 GENERALIZED SCHEMATIC FOR SYNTHESIS OF BAM3G MEMBRANE
Figure 8 STRUCTURAL UNIT OF PBI
Figure 9 UTC FUEL CELLS RELATIONSHIPS
Figure 10 SINGLE CELL PERFORMANCE CURVES AT 750°C
Figure 11 SCHEMATIC OF 3M MEA
Figure 12 VALUE FUEL CELL MODULES IN TRANSPORTATION, 1998-2009 ($ MILLIONS)
Figure 13 SCHEMATIC OF SUPERLATTICE ALLOY FROM SANYO
Figure 14 SCHEMATIC NISSAN LI-ION FUEL CELL VEHICLE
Figure 15 VALUE OF ADVANCED BATTERIES/ULTRACAPACITORS FOR FUEL CELL TRANSPORTATION, 1998-2009 ($ MILLIONS)
Figure 16 VALUE OF MOTORS/CONVERTERS FOR U.S. FUEL CELL TRANSPORTATION, 1998-2009 ($ MILLIONS)

次世代型自動車向け部品の米国市場

New Components for Next Generation Vehicles

REPORT HIGHLIGHTS

INTRODUCTION

SCOPE OF STUDY

METHODOLOGY AND INFORMATION SOURCES

TABLE OF CONTENTS

LIST OF TABLES

LIST OF FIGURES