Core Viewpoint - The article discusses the rapid industrialization of Anion Exchange Membrane (AEM) technology in hydrogen production, highlighting the potential of treating AEM as consumables to address the lifespan issues of membranes and enhance market competitiveness [1][2]. Group 1: AEM Technology and Market Trends - AEM technology has gained significant traction since 2024, with numerous AEM electrolyzer products being launched and a surge in companies focusing on anion exchange membranes [1]. - The lifespan of anion exchange membranes is identified as a major challenge in the industrialization process, prompting the suggestion to treat these membranes as consumables that can be regularly replaced [1][2]. Group 2: Implications of Membrane Consumable Concept - Treating anion exchange membranes as consumables could lead to a shift in focus for membrane manufacturers from enhancing performance metrics to prioritizing cost reduction [1][2]. - If the lifespan of membranes can be extended from the current 3,000-5,000 hours to over 10,000 hours while reducing costs from 6,000-10,000 yuan/m to 1,000 yuan/m, it may facilitate the adoption of the consumable model [1][2]. Group 3: AEM Electrode and System Design - The article outlines two catalyst coating routes for AEM electrolyzers: CCM (Catalyst Coated Membrane) and CCS (Catalyst Coated Substrate), suggesting that the CCS route may become more favorable if membranes are treated as consumables [2]. - A modular design for AEM electrolyzers is recommended to simplify the replacement of membranes, which could enhance competitiveness for manufacturers willing to innovate beyond traditional designs [2].