| Most projections
of the potential market for MFCs (micro fuel cells) assume that the cells
will serve as replacements for lithium-ion-battery packs and their chargers
for the huge consumer-laptop and cell-phone markets.
However, the extremely cost-sensitive
consumer market doesn't list MFCs' compelling features"instant recharging
and all-day runtimes"—as "must-have" features. At the Portable Power Developer's
Conference, which took place this month in Richardson, TX, Jeremiah Bryant,
senior research analyst for the Darnell Group ( www.darnell.com ), argued
that the MFC industry's future lies in targeting those applications for
which the fuel cell's features are essential, rather than nice options.
For most of the portable-electronics
market, advances in battery technology couple with improved system-power
management to keep pace with increasing power demands from consumer applications
and keep the more expensive MFCs out of the consumer market.
Bryant suggests that, for MFCs to
find profitable markets, their vendors must focus on what batteries can't
do at all, rather than touting the features of MFCs that are incremental
improvements over batteries.
Potential applications include military
field applications; first- and early-response devices, such as those necessary
to the emergency teams immediately after a hurricane, for example; and
remote emergency beacons. Although they make up only a tiny portion of
the consumer portable market, these applications represent a $1 billion
market that is growing faster than the more mature consumer laptop/cell-phone
market.

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