Graphene, 2D Materials, and Carbon Nanotubes...

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IDTechEx Research

For full details and list of available reports visit www.IDTechEx.com/gra

IDTechEx.com/gra

Graphene, 2D Materials, and Carbon

Nanotubes 2018-2028

This report provides the most comprehensive and authoritative view of the topic, giving

detailed ten-year market forecasts segmented by application and material type. The

market forecasts are given in tonnage and value at the material level. Furthermore, this

report includes comprehensive interview-based profiles of all the key players the

industry, providing intelligence on the investment levels, expected future revenues, and

the production capacity across the industry and by supplier. In addition, this report

critically reviews all existing and emerging production process.

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Diversity of graphene

Price disparity

Global production capacity

Graphene application pipeline

Investment, revenue and valuation trends

Market forecasts

Comparison with CNTs

o Price and production trends

o Diversity of forms

o Application pipeline

Outline


Helping you profit from emerging technologies


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Graphene becoming increasingly affordable?

1

10

100

1000

$/K

g

6


Graphene applications going commercial?

Source: IDTechEx

7


Graphene products and prototypes

Source: Graphene products and prototypes launched since 2012. Source: Vorbeck, The Sixth Element, Zappocharger, Vittoria, Directa Plus, Graphenano, Medical Diagnostics, ACM, Perpetuus Advanced

Materials, BAC, Haydale, Dongxu Optoelectronic TLiaoning Mote Graphene Technologyechnology, Dassi, Haydale, HEAD, Graphene 3DLab, Wuxi Graphene, Skeleton Technologies, Catlike, Shandong

Yuhuang Chemical, Chaowei, Chinese Beijing Carbon Century Technology, iit, Tungshu, 2D Carbon (Changzhou)Ltd, and others.

8


Graphene becoming increasingly available?

Source left: Infineon

0 100 200 300 400 500 600

Ningbo Morsh

SuperC Technologies

Angstron Materials

SFCNano

Sixth Element

Perpetuus

XG Sciences

Directa Plus

Liaoning

NanoXplore

Thomas Swan

Hongsong Technology

2D Carbon Graphene

Imagine Intelligent Materials

Incubation

Knano Xiamen

Cambridge Nanosystem

Vorbeck

XFNano

Tunghsu

Standard Graphene

Applied Graphene Materials

Gnext

Graphenea

IIT

Tonnes per year (tpa)

Chinese RoW Exfoliation Other

9


Will revenue growth turn to industry-wide profits?

-4

-2

0

2

4

6

8

£m

Income(£m) Profil/Loss (£m)

Profit/Loss

201520142013 2016

-150

-100

-50

0

50

100

150

24/08/201522/12/201520/04/201618/08/201616/12/201615/04/201713/08/201711/12/201710/04/2018

% c

ha

ng

e in

sto

ck v

alu

e v

s in

itia

l la

un

ch

va

lue

AGM Haydale Directa Plus Graphene 3D Labs Graphene nanochem

10


2020/2021 will be the inflection year?

0

5

10

15

20

25

30

35

40

$m

SuperC Technologies

Graphene Platform

Cabot Corp

Advanced GrapheneProductsDeyang Carbonene Tech

3D Graphene Lab

Applied Graphene Materials

Knano Xiamen

JCNano

XFNano

Thomas Swan

Grafentek

Charmton

Graphene Technologies

Ningbo Morsh

Graphenest

Cambridge Nanosystem

AzTrong

Gnext

Perpetuus

gnanomat

Incubation

Haydale

Directa Plus

NanoXplore

Nanomedical

Sixth Element

Graphenea

XG Sciences

BGT

Angstron Materials

Vorbeck

Aggregate Demand

0

50

100

150

200

250

300

350

2016 2017 2020 2027

$m

Other

Thermal interface materials

Tires

Water filtration

Anti corrosion coatings

Transistors

RFID antenna

Permeation protection composites

Thermal composites

Other conductive plastics

EMI sheilding plastics

Conductive 3D printing filaments

Sensors

Research/Equipment

Li ion batteries

Silicon anode batteries

Li sulphur batteries

Supercapacitors

Conductive inks and adhesives

Mechanically enhanced composites

Transparent conducting films

11


MWCNT: volume growth phase

Source: IDTechEx

12


CNTs: ideal vs reality

Single wall Multi wall

Ideal Commercial

Commercial

production

13


MWCNT: Evolution of production capacity

2006 2007 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019A

ccu

mu

lative

tp

a

Past Future

15


Strong pipeline of applications

Simplified pipeline

16


The industry corrected some excess capacity as it went through hype curve

Capacity utilisation around 55%

MWCNT: Evolution of production capacity

2006 2007 2010 2011 2012 2013 2014 2015 2016 2017 2018 2019

Accum

ula

tive t

pa

Past Future

17


Graphene and MWCNTs are part of a continuum of nanocarbon additives

Graphene

o Revenue growth but still loss making

o Production shifts to China?

o Market inflection from 2021/2022 onwards

CNTs

o Been there done that

o Diversity of forms

o Prices have fallen and production volume increased

Conclusion

18


Supporting your strategic business

decisions on emerging technologies

Offices: USA: +1 617 577 7890 Germany: +49 3991 669 3591

UK: +44 (0)1223 812 300 Japan: +81 90 5566 1533 www.IDTechEx.com

Offices:

www.IDTechEx.com

USA: +1 617 577 7890 Germany: +49 3991 669 3591 Korea: +82 31 263 7890

UK: +44 (0)1223 812 300 Japan: +81 90 1704 1184

Dr Richard Collins

Senior Technology Analyst

+44 (0)1223 812300

[email protected]

Graphene, 2D Materials, and Carbon Nanotubes...

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