Introduction to Hydrogen Business
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Introduction to Hydrogen Business
Transcript of Introduction to Hydrogen Business
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Introduction to Hydrogen Business
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Ⅰ. Company overview
Ⅱ. Fuel cell technology & products
Ⅲ. KOLON’s hydrogen business
Contents
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Ⅰ. Company overview
Ⅱ. Fuel cell technology & products
Ⅲ. KOLON’s hydrogen business
41. KOLON Industries Today
206KRWbn
Net Profit
36
Subsidiary
company
46
Global
plants
& Branches
4,036KRWbn
Sales
152KRWbn
Operating
Profit
Since the first nylon production in Korea in 1957, KOLON Industries, Inc.,
formerly KOLON Corporation, has made a significant contribution to national
economic growth.
Focusing on the four major business divisions, namely, industrial materials,
chemical, films/electronic materials, and fashion, the company has become a
leader in each industry.
To become a top global chemical and materials company, KOLON Industries,
Inc. is planning to globalize its businesses of automotive materials, advanced
materials, optical films, chemical and fashion industries by increasing
investment in high value products.
※ 2020 Consolidated figures
52. Business Areas : +20 Business units
43%Industrial Materials
17%Chemicals
22%Fashion
4%Others
14%Film · Electronic
Materials
※ 2020 Consolidated figures
Industrial Materials ChemicalsFilm · Electronic
MaterialsFashion Others
• Tire Cords• Airbags• Aramid• Hydrogen fuel cell
materials• Automotive Interior• POM
• Hydrocarbon Resin• Phenolic Resin• Epoxy Resin
• Polyester/NylonFilm
• LCD Materials• DFR• CPI
• Outdoor• Sports• Golf• Casual• Accessory
• Polyester chip• Polyester/Nylon fabric
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Beijing(FnC)
Tokyo
Osaka
Mexico
New Jersey
Germany
HuizhouShanghai
(FnC)
Incheon Factory
DaesanFactory
KOLON One & Only Tower(Magok, Seoul)
Headquarters + R&D center
Yeosu Factory
GimcheonPlant #1 & #2
Gumi Factory/Technology Research Institution
GyeongsanFactoryUlsan Factory
3. Network : 46 Global plants & Branches
Vietnam
Indonesia
Suzhou
AtlantaNanjing
Main Subsidiaries
KOLON Glotech
Manufacturing materials for fiber and automotive interior
KOLON Plastics
Manufacturing Polyoxymethyleneresins
KOLON NanjingManufacturing tire cords & airbag
KOLON Binh DuongManufacturing tire cords79.8% 66.7% 100% 100%
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Ⅰ. Company overview
Ⅱ. Fuel cell technology & products
Ⅲ. KOLON’s hydrogen business
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Role of HydrogenH2 : Basic solution for imbalance of renewable energy
Expansion of role of Hydrogen as an excellent energy carrier to solve the time-regional imbalance.
High growth business opportunity for material and components for hydrogen economy.
H2
H2H2H2
Time imbalance (Intermittency) Regional imbalance
‘16년 FISITA Partners Forum
H2
1. Role of Hydrogen
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Chemical Energy[H2, O2]
Electrical Energy[Electricity, H2O, Heat]
Hydrogen-based Energy ConversionFuel cell & electrolysis are core tech. of H2 economy
Fuel cell : Chemical energy Electrical energy
Electrolysis : Electrical energy Chemical energy
Fuel Cell
Electrolysis
2. Hydrogen-based Energy Conversion
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Key Technology of Energy ConversionPEM, MEA : Final puzzle for fuel cell and electrolysis !!
MEA : Membrane electrode assembly
Battery cell
Li+
Electrolyte Separator
Cathode Anode
PEM : Polymer electrolyte membrane
Fuel cell Electrolysis cell
PEM
CathodeAnode+
3. Key Technology of Energy Conversion
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Ⅰ. Company overview
Ⅱ. Fuel cell technology & products
Ⅲ. KOLON’s hydrogen business
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Green Hydrogen Production Transportation / Storage / Charging Application
Wind Power
Generation
Power-
to-Gas
Hydrogen
Tank
Charging
Station
PEM/MEA/FCH
FC Systems
∙ KOLON, as a group, is actively developing hydrogen business throughout the
entire value chain
1. KOLON’s Hydrogen Business Areas
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1989
Membrane
Research Start
1995
Built Membrane
Manufacturing Plant
19962002
Launching
Water Treatment(Cleanfil® -S)
Biopharmaceutical (BioPuri® )
20072010
Launching
Water Purifier
Fuel Cell Membrane
(Humidifier, PEM/MEA)
Research Start
Launching
Humidifier
(Ecomate-H)
2013
Gen 1
Humidifier
30 years of expertise in the industrial membrane business
2018
Gen 2
Humidifier
Commercial line
of PEM
2020
∽2015년
‘12 산업용 생산 증설막가습기 양산
‘14 막가습기 생산 증설‘15 PEM 양산
PI계 중공사막이온전도막(평막)매출 : 500억원
∽2020년
∽ 2000년
’89 막 연구시작’96 하이필 정수기
사업 착수, 포기(‘00)
PSF계 중공사막매출 : 80억원 (정수기)
∽ 2010년
‘02 산업용 막모듈개발시작, 사업(‘07)
’05 연료전지차량용막가습기 개발시작,
‘10 PEM 개발시작
PVDF 중공사막(보강)매출 : 130억원
‘16 산업용 생산 증설‘17 PEM 생산 증설
MEA 양산‘20 막가습기 생산 증설
매출 : 2,000억원
2016
Outsourcing
of MEA Tech.
2. Current H2 Business (FCH / PEM / MEA)
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2.2. 대상 제품
Ecomate® : KOLON Fuel Cell Products
MEA
PEM
FCH
Hollow fiber membrane
Fuel cell system or Power module complete
Core components of the fuel cell system based on the membrane
• Automotive Powertrain components
• Polymer-based passive device
• Application can be extended.
3. Fuel Cell Products Overview (FCH / PEM / MEA)
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• Over 10 years of cooperative business history with HMC (Tier 1 of HMC)
• Global #1 Production capacity
• Proven business history of producing and supplying FC Humidifiers to Global OEMs
• Overseas sales are also increasing mainly from China and Europe region
4. Fuel Cell Humidifier(FCH)
Tucson FCEV Nexo FCEV
’10
Pilot Line
’13
Gen1 Supply
’18
Gen2 Supply
’23(E)
Gen3 Supply
’07
Cooperative R&D
World First Commercial Line
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KOLON has been pioneering PEM/MEA market as leading players
5. PEM / MEA for Fuel Cell
Business overview Tech overview
Qualified business records on hydrogen economy – FCH, PEM, MEA
Retaining proven relationships with Global OEMs
Long-term vision to vertically integrate related Eco-system
Acquired the technologies from “Gore” and “Samsung SDI” in 2017
KOLON MEA = KOLON’s PEM + interfacial optimization Providing tailored Solutions
Having Two types of KOLON PEM- Mid term : Perfluorinated PEM- Long term : Hydrocarbon-based
PEM
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∙ Cooperative R&D with HMC started in 2013
under the financial aid from the Korean Government
∙ To cope with rapidly growing demand,
KOLON proactively installed the
1) PEM Mass Production line in 2020
and have a plan to invest in the
2) MEA Mass Production line in 2022
6. PEM / MEA Market and Business
Source : Industry Associations & Journals, Company Annual Reports, Primary Interviews, Global Market Insights
※ 2030, Electrolysis MEA Market 9.9 trillion Won (forecast)
(KRWbn)
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