Micro Fuel Cell Market Opportunities, Strategies, and Forecasts, 2005 to 2013

Table of Contents

1. MICRO FUEL CELL MARKET DESCRIPTION AND MARKET DYNAMICS 1-1

• 1.1 Fuel Cell Description 1-1
  • 1.1.1 Micro Fuel Cell Description 1-3
  • 1.1.2 Market Opportunity for Micro Fuel Cell Products 1-5
• 1.2 Micro Fuel Cell Target Markets 1-8
  • 1.2.1 Military As A Micro Fuel Cell Target Market 1-8
  • 1.2.2 Micro Fuel Cell Portable Medical Equipment 1-12
  • 1.2.3 Micro Fuel Cell Laptop Computer Market 1-14
  • 1.2.4 Micro Fuel Cell Consumer Electronics Portable Power Source 1-14
  • 1.2.5 Micro Fuel Cell Laptop Computer Power Source 1-16
• 1.3 Fuel Cell Fuel Distribution and Infrastructure 1-17
• 1.4 Approvals From The United Nations And Related Regulatory Organizations 1-17
  • 1.4.1 Fuel Cells Compared to Rechargeable Batteries 1-19
  • 1.4.2 Fuel Cells Compared 1-20
• 1.5 RV Recreational Micro Fuel Cell Markets 1-22

2. MICRO FUEL CELL MARKET SHARES AND MARKET FORECASTS 2-1

• 2.1 Market Driving Force For Micro Fuel Cells 2-1
• 2.2 Micro Fuel Cell Market Shares 2-8
  • 2.2.1 Micro Fuel Cell Companies 2-9
  • 2.2.2 Toshiba Direct Methanol Micro Fuel Cell 2-12
  • 2.2.3 Medis Battery -Recharging Fuel Cell 2-16
  • 2.2.4 Japanese Micro Fuel Cell Commercialization 2-16
  • 2.2.5 United States Micro Fuel Cell Commercialization 2-17
  • 2.2.6 Motorola 2-17
  • 2.2.7 Ballard 2-18
  • 2.2.8 Smart Fuel Cell AG (SFC) Fuel Cell Cost Reduction 2-18
• 2.3 Micro Fuel Cell Market Forecasts 2-19
  • 2.3.1 Micro Fuel Cell Market Unit Shipment Forecasts 2-19
  • 2.3.2 Micro Fuel Cell Market Shipment Forecasts, Dollars 2-20
  • 2.3.3 Micro Fuel Cells Replace Portable Batteries 2-22
• 2.3.4 Viable Commercial Micro Fuel Cell 2-23
• 2.4 Digital Device Forecasts 2-24
• 2.5 Micro Fuel Cell Industry Segment Analysis 2-25
  • 2.5.1 Military Uses Of Micro Fuel Cells 2-31
  • 2.5.2 Micro Fuel Cell Military Applications 2-31
  • 2.5.3 Micro Fuel Cell Business Strategy Leverages Strength in Military Markets 2-33
  • 2.5.4 Micro Fuel Cell Business Strategy Leverages Strength in Military Markets 2-34
  • 2.5.5 Wireless Handset Uses Of Micro Fuel Cells 2-35
  • 2.5.6 Portable PCs Uses Of Micro Fuel Cells 2-38
  • 2.5.7 Rechargeable Batteries Vs Micro Fuel Cells 2-39
  • 2.5.8 Micro Fuel Cell Health Care Applications 2-40
  • 2.5.9 Micro Fuel Cell Digital Camera And Camcorder Applications 2-41
• 2.6 Micro Fuel Cell Prices 2-41
• 2.7 Research Budgets 2-42
• 2.8 Micro Fuel Cell Delivery Of Fuel 2-44
  • 2.8.1 Direct Methanol 2-44
  • 2.8.2 Sodium Borohydride Mixture 2-45
  • 2.8.3 Hydrogen 2-46
  • 2.8.4 Nano Particles 2-47
  • 2.8.5 Direct Borohydride 2-47
  • 2.8.6 Industry Maturing 2-48

3. MICRO FUEL CELL PRODUCT DESCRIPTION 3-1

• 3.1 Digital Devices Provide Market for Fuel Cells 3-1
• 3.2 Toshiba Micro Fuel Cell 3-1
  • 3.2.1 Toshiba Direct Methanol Fuel Cell 3-1
  • 3.2.2 Toshiba Methanol Concentration 3-3
  • 3.2.3 Toshiba Portege M200 Tablet PC Fuel Cells 3-3
  • 3.2.4 NEC Fuel Cell Carbon Nanotubes Toshiba / CRDC Compact Fuel Cell For Notebook PCs 3-4
  • 3.2.5 Toshiba Methanol Fuel Cell for Notebook PCs 3-5
• 3.3 Casio Laptop Fuel Cell 3-6
• 3.4 Millennium Cell Power Laptop 3-7
  • 3.4.1 Millennium Cell Laptop Fuel Cells 3-8
  • 3.4.2 Millennium Cell / Protonex Portable Power System 3-8
• 3.5 Smart Fuel Cell (SFC) Fuel Cell Systems 3-9
  • 3.5.1 Smart Fuel Cell (SFC) Direct Methanol Fuel Cells 3-12
  • 3.5.2 Smart Fuel Cell (SFC) Applications 3-13
  • 3.5.3 Smart Fuel Cell (SFC) Electric Device Power 3-13
  • 3.5.4 SFC DMFC prototype 3-14
  • 3.5.5 SFC Market 3-15
  • 3.5.6 SFC PowerBoy 3-16
• 3.6 MTI MicroFuel Cells 3-17
  • 3.6.1 MTI MicroFuel Cells 3-17
• 3.7 Medis Technologies 3-18
  • 3.7.1 Medis Technologies Micro Fuel Cell 3-18
  • 3.7.2 Medis Micro Fuel Cell 3-18
  • 3.7.3 Medis Fuel Cell Products 3-18
  • 3.7.4 Medis Fuel Cell Disposable Power Pack Products 3-19
  • 3.7.5 Medis Fuel Cell Refuelable Power Pack 3-22
  • 3.7.6 Medis Fuel Cell Technology 3-23
• 3.8 Samsung DMFC Prototype Fuel Cell 3-26
• 3.9 Ballard Micro Fuel Cells 3-26
• 3.10 NEC Fuel Cell Carbon Nanotubes 3-28
  • 3.10.1 Fuel Cell Nanotechnology at NEC 3-29
  • 3.10.2 NEC Laptop PC Powered By Micro-Fuel Cells 3-31
• 3.11 Materials and Energy Research Institute Tokyo (Merit) Direct Borohydride Technology Powers Fuel Cells 3-35
• 3.12 Wireless Handset Fuel Cell Products 3-38
• 3.13 Nokia Fuel-Cell Battery Plans 3-38
• 3.14 NTT Mobile-Phone Hydrogen Fuel Cell 3-39
• 3.15 Motorola Direct Methanol Fuel Cell 3-39
• 3.16 Manhattan Scientifics Delivers Fuel Cell Unit To U.S. Army 3-40
• 3.17 NEC DMFC Mobile-Phone Hydrogen Fuel Cell 3-41
• 3.18 Hitachi, Toshiba Show Portable Direct Methanol Fuel Cells 3-42
  • 3.18.1 Hitachi And Toshiba Mobile Phone Fuel Cell Rechargers 3-44
• 3.19 NTT DoCoMo and Fujitsu Laboratories Mobile Phone Fuel Cell Rechargers 3-45
• 3.20 NEC DMFC Fuel Cell Launch 3-45

4. MICRO FUEL CELL SERVER TECHNOLOGY 4-1

• 4.1 Fuel cell Electrochemical Reaction 4-1
• 4.2 Organizations With Fuel Cell Information 4-2
• 4.3 Micro Fuel Cells For Consumer Electronics 4-2
  • 4.3.1 Toshiba 4-3
  • 4.3.2 Hitachi / Tokai 4-4
  • 4.3.3 SFC Energetic Revolution powered by Smart Fuel Cell 4-4
• 4.4 Clean And Silent Micro Fuel Cell Power Generation By Methanol 4-7
• 4.5 Storing Hydrogen 4-7
  • 4.5.1 Sodium Borohydride Storing of Hydrogen 4-7
  • 4.5.2 Borohydride Hydrogen Generation 4-8
  • 4.5.3 International Electrotechnical Commission Forms Working Group 4-8
• 4.6 PolymerElectrolyte Membrane 4-9
• 4.7 Sodium Borohydride Chemical Power 4-10
• 4.8 Bacterial Enzymes Replacement For The Platinum Catalysts 4-11
• 4.9 Portable Applications 4-12
  • 4.9.1 Fuel Cell Power Packs 4-12
  • 4.9.2 Casio Use Of Fuel Cell Technology In Mobile Devices 4-13
  • 4.9.3 PolyFuel Honeycomb Membrane 4-14
  • 4.9.4 Portable Electronic Fuel Cell Devices 4-14
  • 4.9.5 Marketing Limitation Of Hydrogen Gas Or Methanol Powered Fuel Cells 4-15
  • 4.9.6 Hitachi Compact DMFC 4-16
  • 4.9.7 NEC Compact DMFC 4-16
  • 4.9.8 Toshibas DMFC 4-17
  • 4.9.9 Toshiba Fuel Cell 4-17
  • 4.9.10 PolyFuel Direct Methanol Fuel Cells 4-18
  • 4.9.11 PolyFuel Direct Methanol Fuel Cell Membrane 4-18
  • 4.9.12 NEC Product Plans 4-19
  • 4.9.13 Toshiba Prototype Battery Charger Based On Direct Methanol Fuel Cell Technology 4-19
  • 4.9.14 Hitachi Direct Methanol Fuel Cell 4-20
  • 4.9.15 PolyFuel Direct Methanol Fuel Cell Membrane 4-20
  • 4.9.16 MTI Micro 4-20
  • 4.9.17 Manhattan Scientifics 4-21
  • 4.9.18 Manhattan Scientifics / NovArs Mid -range Fuel Cell Technology 4-21
  • 4.9.19 Millennium Cell / Samsung 4-23
• 4.10 Bacteria Micro Fuel Cell Products 4-26

5. MICRO FUEL CELL COMPANY PROFILES 5-1

• 5.1 Altair Nanomaterials 5-2
• 5.2 Asahi Glass 5-3
• 5.3 Ball Aerospace 5-8
• 5.4 Ballard 5-11
  • 5.4.1 Ballard AET 5-13
  • 5.4.2 Ballard NGL Recovery Unit 5-13
  • 5.4.3 Ballard Nitrogen Rejection 5-14
  • 5.4.4 Ballard Monomer Recovery 5-15
  • 5.4.5 Ballard Ammonia Purge Gas 5-16
  • 5.4.6 Ballard Methanol Purge Gas 5-16
• 5.5 Dow Chemical Company 5-17
  • 5.5.1 Energy Is Business Critical For Dow 5-18
• 5.6 E-TEK 5-20
• 5.7 Fuel Cell Components and Integrators 5-21
  • 5.7.1 Fuel Cell Components and Integrators / TechnaPulse 5-23
  • 5.7.2 Fuel Cell Components and Integrators (FCCI) Facilities 5-23
• 5.8 Gore 5-24
  • 5.8.1 Gore Fuel-Cell Business Model 5-25
  • 5.8.2 Gore MEA Recycling 5-26
  • 5.8.3 Gore MEAs For High-Temperature / Direct Methanol Fuel Cells 5-26
  • 5.8.4 Gore Sales And Customer Service Sites 5-26
• 5.9 GrafTech International 5-27
  • 5.9.1 GrafTech Revenue 5-28
  • 5.9.2 GrafTech International Patents 5-28
• 5.10 Hoku Scientific 5-28
  • 5.10.1 Hoku Scientific / SANYO Electric 5-29
  • 5.10.2 Team 5-31
• 5.11 ICM Plastics 5-32
• 5.12 Johnson Matthey 5-34
  • 5.12.1 Catalyzed Components For Fuel Cells 5-37
  • 5.12.2 Johnson Matthey Global ECT auto catalyst 5-38
• 5.13 Manhattan Scientifics 5-39
• 5.14 Medis Technologies 5-39
  • 5.14.1 Medis Partners 5-40
• 5.15 Millenium 5-41
  • 5.15.1 Millennium Cell / Dow Chemical Military And Commercial Applications 5-41
  • 5.15.2 Millennium Cell Fuel Cell Product Platforms 5-42
  • 5.15.3 Millennium Cell Fourth Quarter Revenue 2004 5-43
  • 5.15.4 Millennium Cell 5-44
  • 5.15.5 Millennium Cell Hydrogen Energy Systems 5-45
  • 5.15.6 Millennium Cell Technology Differentiation From Batteries And From Direct Methanol Fuel Cells (DMFC) 5-45
• 5.16 Mechanical Technology Incorporated (MTI) 5-46
  • 5.16.1 MTI MicroFuel Cells 5-47
  • 5.16.2 MTI MicroFuel / Intermec 5-48
• 5.17 Motorola 5-48
  • 5.17.1 Motorola Positioning 5-49
  • 5.17.2 Motorola Revenue 5-50
• 5.18 NEC Corporation 5-54
  • 5.18.1 NEC Research And Development Labs 5-54
  • 5.18.2 NEC IT And Networking Technologies 5-57
  • 5.18.3 NEC Network Solutions Business 5-61
  • 5.18.4 NEC Internet Broadband Network Positioning 5-62
  • 5.18.5 PEMEAS Fuel Cell Technologies 5-62
  • 5.18.6 PEMEAS Celtecｮ Membrane Electrode Assembly (MEA) 5-64
  • 5.18.7 Celtecｮ- Heart Of The Fuel Cell 5-64
• 5.19 SGL Technologies 5-66
  • 5.19.1 SGL Technologies Graphite Electrodes 5-67
• 5.20 Smart Fuel Cell 5-69
  • 5.20.1 Smart Fuel Cell Designs 5-69
  • 5.20.2 Smart Fuel Cell SFC Partners 5-69
  • 5.20.3 SFC Development Directions 5-70
  • 5.20.4 SFC Fuel cell stack 5-70
• 5.21 Solvay 5-71
• 5.22 Toshiba 5-73
  • 5.22.1 Toshiba Organization 5-74