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
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Helping you profit from emerging technologies
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Deep Technical
and Market Understanding
Our globally cited analysts are
mostly PhD-educated subject matter
experts.
Why choose to work with us?
Research
MethodologyWe conduct primary research through
interviews, site visits and events
Focus on
CommercializationWe focus on assessing the needs of
end users to identify problems where
new technologies can add value.
Reality CheckWe provide a clear view of the real
situation in complex subject maters.
Well ConnectedWe host the World's largest events on
the topics we cover. Connected with over
250,000 contacts.
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Graphene becoming increasingly affordable?
1
10
100
1000
$/K
g
6
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Graphene applications going commercial?
Source: IDTechEx
7
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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
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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
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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
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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
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MWCNT: volume growth phase
Source: IDTechEx
12
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CNTs: ideal vs reality
Single wall Multi wall
Ideal Commercial
Commercial
production
13
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Not all CNTs are equal
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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
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Strong pipeline of applications
Simplified pipeline
16
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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
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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
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Supporting your strategic business
decisions on emerging technologies
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Offices:
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Dr Richard Collins
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+44 (0)1223 812300
R.Collins@IDTechEx.com
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