台灣發展燃料電池之商機研究

Abstract

隨著世界各國對全球生態、氣候變遷、能源安全與石油儲量有限等問題的關注及對潔淨能源的殷切需求，氫能與燃料電池開始受到重視，台灣雖然在燃料電池的技術研發起步較晚，但因中小企業眾多，適應市場能力強、經營彈性佳，在產品的量產技術與應用研發能力具有國際競爭力，台灣在製造方面擁有豐富的成本優勢，切入中下游產品市場具有相對優勢，且台灣在發電機、電子資訊與機車等產業已有良好基礎，導入燃料技術後，兼具能源效率與環保特色，產品將更具國際競爭力，若能利用台灣的資源與基礎條件，為台灣創造新興產業價值鏈。在產業初萌芽階段，台灣若能掌握利基市場應用的關鍵零組件開發，相信可協助國內傳統產業轉型為高科技綠色產業，大幅提高產業附加價值。 在研究以定性分析為主，蒐集國際氫能與燃料電池的技術現況、市場及產業發展趨勢，針對台灣最適燃料電池三大應用（3C產品、電動機車與輔助動力車及定置型發電機）進行SWOT及競爭優勢分析，以提供未來相關業者作為產業發展之參考，並提出建議與發展策略，快速縮短與外國先進者間技術落差，期望能在全球產業競爭中儘早取得優勢。

As the world has increasingly concerned about the issues of global ecology, climate change, energy security and the limited oil reserves, there has been a surging demand of clean energy such as hydrogen energy and fuel cells. Despite a relatively late start in the technology research and development of fuel cells, Taiwan has the following advantages. Firstly, the large number of medium-sized enterprises, the operation flexibility, and the ability to react quickly to the market, have made Taiwan’s mass production techniques and application capability competitive internationally. Secondly, Taiwan has a manufacturing cost advantage, which makes it advantageous in entering the downstream market. Thirdly, Taiwan has already had a solid foundation in the electronic generator, electric information, and motorcycle industries. If Taiwan better utilizes its resources and infrastructure, a value chain of this emerging industry is likely to be created. In the introduction stage of this industry, Taiwan should control the development of the key components applicable in the niche market so to transform its traditional industry into high-tech, green industry and benefit from the value addition. This is a study on qualitative analysis of the technology status, market and industry trends of hydrogen energy and fuel cell. This study focuses on the three most suitable applications of fuel cells in Taiwan: 3C products, motorcycles and HEVs with auxiliary power, and stationary electric generators. It uses SWOT analysis to analyze the competitive advantages of each of the fuel cell applications. It is hoped to be served as a future reference, to provide suggestions and strategies to the industry, and to rapidly shorten the technology gap in order to gain advantages in global competition.