- Published: November 2011
- Region: Global
Graphene Markets, Technologies and Opportunities 2013-2018
- Published: October 2012
- Region: Global
- 225 Pages
Graphene is a hot topic. It promises to offer the best possible material properties in almost all applications. Its extraordinary performance has led many to call it the 'superlative' or 'wonder' material. The reality however is different and this report diligently separates hype from reality using our detailed understanding of the graphene technology and industry.
IDTechEx forecasts that 100 million dollars of graphene will be sold in 2018 into a range of applications, including RFID, smart packaging, supercapacitors, composites, ITO replacement, sensors, logic and memory, etc.
For each market segment, the forecasts are provided by both value and mass. The forecast models are based on (a) our detailed market knowledge at application level, (b) our critical assessment of graphene's value proposition per target market, and (c) existing and projected commercial activity at company level. Our knowledge base was built up by interviewing relevant players across the industry and tracking and interpreting the latest around the globe.
IDTechEx finds that there is no single graphene, but they are different types of graphene. Each type has a different a microstructure, layer number, oxygen content, etc. And each type offers a different set of properties therefore targeting a different set of markets.
Graphene can be manufactured using a variety of techniques. IDTechEx critically assesses the potential volume production capability, cost structure, and graphene quality for each technique. Here, we evaluate mechanical micro-cleavage, chemical vapour deposition, liquid-phase exfoliation, oxidisation-reduction and various plasma approaches.
The value proposition of each type of graphene for each target market is critically assessed. Beyond R&D, the markets examined include high-performance composites, smart packaging, RFID, energy storage including supercapacitors and lithium ion batteries, sensors, touch screens and other ITO replacement opportunities, etc. For each application, the state of technology development and approximate market development time scale is determined.
For each market segment, the main go-to-market strategies are presented and analysed. Where appropriate, the incumbent and emerging rival materials are identified and examined. These materials include carbon black, carbon fibre, graphite, carbon nanotubes, silver nanowires, ITO, silver flakes, copper nanoparticles, aluminium, silicon, GaAs, ZnO, etc. In many cases, graphene-enabled performance premiums are evaluated. These give space for premium pricing.
In our assessment, a critical link between the manufacturing technique, graphene quality, and accessible potential target markets is established. This way, companies can be sorted by their size and maturity of potential addressable target markets.
Detailed company profiles are provided. In many cases, the profiles are compiled using direct interviews with decision-makers within the companies. For each company, detailed insight is given into their state of the technology, target markets, assets and business strategy. Using our insight, an overall picture of the emerging graphene industry, from an investment and revenue prospective, is constructed.
Who should buy this report?
Players active in:
- Commercialising graphene and carbon nanotubes
- Providing materials that graphene will rival including silver nanowires, silver nanoparticles, ITO, carbon black, carbon fibre, etc
- Assessing the use of graphene as additive in composites and epoxies
- Developing transparent conductors and alternatives to ITO
- Feeding into the graphene supply chain including graphite miners
- Producing and using conductive inks, particularly for smart packaging applications
- Assessing options for RFID inks
- Providing energy storage solutions including batteries and supercapacitors
- Developing transistors including printed ones
- Investing in emerging technologies
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1.1. Ideal graphene vis-à-vis reality
1.2. Attributes of graphene manufacturing techniques
1.3. The state of the industry and best way going forward
1.4. Markets overview and forecasts
2. GRAPHENE - THE WONDER MATERIAL?
2.1. What is graphene?
2.2. Why is graphene so great?
3. THERE ARE MANY TYPES OF GRAPHENE
4. COST-EFFECTIVE AND SCALABLE MANUFACTURING TECHNIQUE IS THE HOLY GRAIL
5. THE STATE OF INVESTMENT, PRODUCTION AND REVENUE IN THE GRAPHENE MARKET
6. MOVING UP THE VALUE CHAIN IS CRITICAL
6.1. Who will be the winner in the graphene space?
7. THE IP ACTIVITY IS MOVING FROM THE MANUFACTURING SIDE TO COVER END USES
8. REDUCED GRAPHENE OXIDE
8.1. Manufacturing details- process, material set, scalability, cost, quality, etc
8.2. Reduction methods
8.3. Assessment and market view
8.5. Pros and cons
9. CHEMICAL VAPOUR DEPOSITION
9.1. Manufacturing details- process, material set, scalability, cost, quality, etc
9.3. Assessment and market view
9.5. Pros and cons
10. LIQUID PHASE EXFOLIATION
10.1. Manufacturing details- process, material set, scalability, cost, quality, etc
10.2. Assessment and market view
10.4. Pros and cons
11.1. Manufacturing details- process, material set, scalability, cost, quality, etc
11.1.1. Plasma Approach I
11.1.2. Plasma Approach II
11.2. Assessment and market view
11.4. Pros and cons
12. A GENERAL MARKET OVERVIEW
12.1. Graphene markets- target markets, go-to-market strategy, the interplay between manufacturing technique and application, etc
12.2. Assessment for graphene target markets
12.3. Application/product development lifecycle per market segment
13. GRAPHENE FUNCTIONAL INKS- WHAT IS THEIR MARKET POSITION?
13.1. Which applications/market segments will benefit?
14. GRAPHENE- DOES IT HAVE A FUTURE AS AN ACTIVE CHANNEL IN TRANSISTORS?
14.1. Graphene- are they good for transistors?
14.1.1. Digital Applications
14.1.2. Analogue/RF Electronics
14.1.3. Large Area Electronics- a comparison with other thin film transistor technologies
15. GRAPHENE IN POLYMERIC COMPOSITES- THE LARGEST NEAR-TERM OPPORTUNITY FOR GRAPHENE
15.1. Graphene/polymeric composites
15.2. Is there an added value or performance enhancement?
15.3. Which applications/market segments will benefit?
15.4. Our assessment
16. GRAPHENE - HAS IT POTENTIAL IN LITHIUM-ION OR RECHARGEABLE LITHIUM METAL BATTERIES?
16.1. Is there an added value or performance enhancement?
16.2. Does graphene add value or improve performance when added to epoxy, polyester, PVA, PANI, polycarbonates, PET, PVDA, PDMS, rubber, etc
17. GRAPHENE- A WINNER REPLACEMENT FOR ITO?
17.1. What markets require a transparent conductor?
17.2. Why is ITO dominant and why replace it?
17.3. Is ITO the only doped metal oxide used in the industry?
17.4. Is graphene the only material trying to replace ITO?
17.5. Is there an added value or performance enhancement?
17.6. Graphene does offer flexibility- is that good enough?
17.7. How does graphene compare against other transparent conductors?
18. GRAPHENE - DOES IT DELIVER VALUE IN SUPERCAPACITOR?
18.1. Supercapacitors- technology and markets
18.2. Is there an added value or performance enhancement?
19. GRAPHENE FUNCTIONAL INKS IN RFID TAGS
19.1. The big picture - number of tags, classifications, price tags
19.2. What are the material options for RFID tags and how do they compare?
19.3. Does graphene deliver a value in this crowded market?
19.4. Market shares
20. SUMMARY - FORECASTS AND ASSESSMENT
20.1. Forecast per sector by mass, market share and value
20.1.1. Smart Packaging
20.1.2. ITO replacement
20.1.5. High-strength composite
21. COMPANY INTERVIEWS
21.2. Durham Graphene Science
21.5. Graphene Frontiers
21.6. Graphene Industries
21.7. Graphene Laboratory
21.8. Graphene Square
21.9. Graphene Technologies
21.11. Incubation Alliance
21.13. University of Cambridge
21.14. University of Exeter
21.16. XG Sciences
22. COMPANY PROFILES
22.1. AMO GmbH, Germany
22.3. BASF, Germany
22.4. Carben Semicon Ltd, Russia
22.5. Carbon Solutions, Inc., USA
22.6. Catalyx Nanotech Inc. (CNI), USA
22.7. Georgia Tech Research Institute (GTRI), USA
22.8. Grafoid, Canada
22.9. GRAnPH Nanotech, Spain
22.10. Graphene Energy Inc., USA
22.11. Graphensic, Sweden
22.12. Harbin Mulan, China
22.14. HRL Laboratories, USA
22.15. IBM, USA
22.16. Massachusetts Institute of Technology (MIT), USA
22.17. Max Planck Institute for Solid State Research, Germany
22.18. Nanostructured & Amorphous Materials, Inc., USA
22.19. Pennsylvania State University, USA
22.20. Quantum Materials Corp, India
22.21. Rensselaer Polytechnic Institute (RPI), USA
22.22. Rice University, USA
22.23. Rutgers - The State University of New Jersey, USA
22.24. Samsung Electronics, Korea
22.25. Sungkyunkwan University Advanced Institute of Nano Technology (SAINT), Korea
22.26. University of California Los Angeles (UCLA), USA
22.27. University of Manchester, UK
22.28. University of Princeton, USA
22.29. University of Southern California (USC), USA
22.30. University of Texas at Austin, USA
22.31. University of Wisconsin-Madison, USA
APPENDIX: IDTECHEX PUBLICATIONS AND CONSULTANCY
1.1. Summary of manufacturing technique attributes including, material sets, graphene quality, target markets and players
1.2. Markets- assessment of value proposition and incumbent rival materials
2.1. Graphene vs. carbon nanotubes
8.1. Different reduction techniques for oxidised graphite or graphene
8.2. Comparison of graphene properties obtained using different reduction techniques
8.3. Companies commercialising RGO graphene
8.4. Pros and cons of RGO graphene
9.1. Carbon solubility of different metals
9.2. Companies commercialising CVD graphene
9.3. Pros and cons of graphene
10.1. List of suitable organic solvents for exfoliating graphene
10.2. Companies commercialising liquid-phase exfoliated graphene
10.3. Pros and cons of commercialising liquid-phase exfoliated graphene
11.1. Companies commercialising plasma graphene
11.2. Pros and cons of plasma graphene
12.1. Primary target markets
13.1. Outlining and assessing target markets for functional graphene inks
14.1. Comparison and assessment of material options for thin film transistors
15.1. A comprehensive table collecting and showing latest results on how adding graphene to various polymers will enhance their electrical, thermal and mechanical properties
15.2. Potential target markets that will benefit from graphene composites
17.1. Examples of products requiring transparent conductors
17.2. Pros and cons of ITO.
17.3. Which transparent conductors are used in thin film photovoltaic applications
17.4. A critical assessment of different printable conductive ink options and their corresponding target markets
17.5. Pros and cons of each manufacturing technique for serving the ITO replacement market
17.6. Are silver nanowires and fine silver grids suitable for ITO replacement
18.1. Examples of supercapacitor and supercabattery applications envisaged by suppliers
18.2. Reported values of graphene-enabled specific capacitance and power density
18.3. Assessing the value proposition for graphene in different supercapacitor applications
19.1. Different RFID bands- frequency, range
19.2. Comparison and assessment of different ink options for printed antennas
20.2. Graphene markets in smart packaging including mass, unit number, market share, and market value
20.3. Graphene markets in ITO replacement including market share and market value
20.4. Graphene markets in RFID including market share, market value, mass and unit number
20.5. Graphene markets in academic R&D including market share and market value
20.6. Graphene markets in the high-strength composite market including total addressable market, market share, and market value
20.7. Supercapacitors market- electrical applications.
20.8. Supercapacitors market- electronic applications
20.9. Sensors market
20.10. Sensors market - electronic applications only
1.1. Illustrating how the many manufacturing techniques affect graphene quality, cost, scalability and accessible market
1.2. Estimating amount of investment in graphene companies (by company)
1.3. Estimating amount of revenue in the graphene industry by company. In million USD
1.4. Market forecast for graphene in different applications between 2012-2018
1.5. Market value per application in 2012, 2015 and 2018
2.1. Examples of graphene nanostructures
3.1. Different graphene types available on the market
3.2. Illustrating how the many manufacturing techniques affect graphene quality, cost, scalability and accessible market
4.1. Mapping out different manufacturing techniques as a function of graphene quality, cost, accessible market and scalability
5.1. The state of technology company development in the graphene space
5.2. Estimating amount of investment in graphene companies
5.3. Estimating amount of revenue in the graphene industry by company (US$ million)
5.4. Mapping the link between universities and various start-ups in the graphene space.
6.1. A basic illustration of graphene value chain from precursor to end product
7.1. Graphene patents filed by year and by patent authority
7.2. Patent filing by company or institution and by patent authority
8.1. Structural changes when going from graphite to graphite oxide and graphene
8.2. Oxidisation reduction damages the graphene lattice
8.3. Sheet resistance as a function of transmittance for different RGO graphenes
8.4. Market position for RGO graphene on a performance cost map.
9.1. CVD manufacturing process flow
9.2. Example of large-sized cylindrical copper furnace
9.3. How are graphene sheets transferred and stamped
9.4. Roll-to-roll transfer of graphene sheets on flexible substrates
9.5. Market position of CVD graphene on a performance-price map
10.1. From natural graphene to inkjet ink via liquid-phase exfoliation
10.2. Liquid-phase exfoliation
10.3. Market position of liquid-phase exfoliated graphene on a performance-price map
12.1. Product development timeline per application sector
14.1. Cut-off frequency as a function of channel length for different active channels and Degradation output characteristics of graphene transistors
16.1. Graphene supercapacitors on Ragone plots
17.1. Transmission as a function of wavelength for SWCNT, graphene and ITO
17.2. Examples of graphene-enabled touch screens
17.3. Best of class performance (sheet resistance vs transmission) of treated graphene oxide.
17.4. Best of class performance (sheet resistance vs transmission) for CVD graphene.
17.5. Graphene is mechanically flexible
17.6. Examples of flexible transparent conductors realised using non-graphene materials. These materials include PDOT:PSS, CNT, Silver nanoparticle, silver nanowire, etc
17.7. A cost and performance assessment for different transparent conductors
18.1. Schematic of a supercapacitor structure
18.2. Graphene supercapacitors on Ragone plots
18.3. Assessing the value proposition for graphene in different supercapacitor applications
19.1. Examples of RFID antennas in 125KHz, 33.56 MHZ, UHF and 2.45GHZ bands
19.2. Examples of HF antennas
19.3. The approximate cost breakdown of different components in a typical UHF RF ID tag
19.4. RF ID tags growth
19.5. Cost projection for antennas made using different materials (material costs only)
19.6. Example of roll-to-roll printed graphene RFID tags by Vorbeck
19.7. Market share for each material or ink option in the RFID tag business.
20.1. Market forecast for graphene in different applications between 2012-2018
20.2. Market value per application in 2012, 2015 and 2018
22.1. IBM has patterned graphene transistors with a metal top-gate architecture (top) fabricate on 2-inch wafers (bottom) created by the thermal decomposition of silicon carbide.
22.2. The graphene microchip mostly based on relatively standard chip processing technology
22.3. Concept version of the photoelectrochemical cell
22.4. This filament containing about 30 million carbon nanotubes absorbs energy from the sun
22.5. A new method for using water to tune the band gap of the nanomaterial graphene
22.6. A mesh of carbon nanotubes supports one-atom-thick sheets of graphene that were produced with a new fluid-processing technique.
22.7. A three-terminal single-transistor amplifier made of graphene
22.8. CNT films from Rutgers University
22.9. Graphene OPV
22.10. The resulting film is photographed atop a color photo to show its transparency
22.11. Fabrication steps, leading to regular arrays of single-wall nanotubes (bottom)
22.12. The colourless disk with a lattice of more than 20,000 nanotube transistors in front of the USC sign
- AMO GmbH, Germany
- BASF, Germany
- Carben Semicon Ltd, Russia
- Carbon Solutions, Inc., USA
- Catalyx Nanotech Inc. (CNI), USA
- Georgia Tech Research Institute (GTRI), USA
- Grafoid, Canada
- GRAnPH Nanotech, Spain
- Graphene Energy Inc., USA
- Graphensic, Sweden
- Harbin Mulan, China
- HRL Laboratories, USA
- IBM, USA
- Massachusetts Institute of Technology (MIT), USA
- Max Planck Institute for Solid State Research, Germany
- Nanostructured & Amorphous Materials, Inc., USA
- Pennsylvania State University, USA
- Quantum Materials Corp, India
- Rensselaer Polytechnic Institute (RPI), USA
- Rice University, USA
- Rutgers - The State University of New Jersey, USA
- Samsung Electronics, Korea
- Sungkyunkwan University Advanced Institute of Nano Technology (SAINT), Korea
- University of California Los Angeles (UCLA), USA
- University of Manchester, UK
- University of Princeton, USA
- University of Southern California (USC), USA
- University of Texas at Austin, USA
- University of Wisconsin-Madison, USA