Mainland China's Semiconductor and Equipment Markets: A Complete Analysis of the Technical, Economic, and Political Issues
- Language: English
- 260 Pages
- Published: May 2015
- Region: China
$141M GRAPHENE MATERIALS MARKET IN 2024 WILL BE DRIVEN MAINLY BY TRANSPARENT CONDUCTIVE ELECTRODES AND ENERGY STORAGE APPLICATIONS
Graphene is a two-dimensional (2D) material with exceptional properties, such as ultrahigh electrical and thermal conductivities, wide-range optical transmittance and excellent mechanical strength and flexibility. These properties make it a promising material for emerging and existing applications in printed & flexible circuitry, ultrafast transistors, touch screens, advanced batteries and supercapacitors, ultrafast lasers, photodetectors and many other non-electronic applications.
Although graphene technology is still in its infancy, remarkable progress has been made in the last few years developing graphene production methods. Numerous opto and electronic devices based on graphene have been demonstrated on lab-scale models. However, the numerous challenges of graphene technology should not be underestimated. The lack of bandgap in graphene is its key fundamental challenge. Other technology challenges are related to the development of industrial methods to produce graphene with high and consistent quality at acceptable costs.
Although today there is no graphene-based electronic application in mass production, several companies already offer commercially graphene materials. The graphene material market value in 2013 was about $11 million, represented principally by the demand for the R&D and prototyping. Two scenarios for the future market growth are presented in the report. According to the base scenario, the global annual market value for graphene materials in opto and electronic applications will reach $141 million in 2024, featuring a 2013-2019 CAGR of 18.5%. Accelerated market growth is expected after 2019, with a 2019-2024 CAGR of 35.7%. In 2024, the graphene material market will be represented mainly by the demand for transparent conductive electrodes and advanced batteries and supercapacitors.
HOW CAN GRAPHENE TECHNOLOGY CHALLENGES AND APPLICATION POTENTIAL BE TRANSFORMED INTO BUSINESS OPPORTUNITIES?
In order to reach the best possible performance on lab-scale devices, high quality materials are required. Material suppliers able to consistently deliver high-quality materials have a competitive advantage on the graphene market.
The booming interest in graphene technologies has led to a high demand on graphene equipment. As shown in the report, CVD equipment makers today mainly focus on the R&D equipment used to produce high-quality graphene.
The leading device manufacturers are currently evaluating the graphene technology potential; most of them have internal R&D activities or are developing R&D partnerships with graphene material suppliers. But today’s graphene supply chain is widely dispersed and makes choosing the right supplier difficult. A large (and growing) number of start-up companies are looking to catch graphene market opportunities in their initial stage. Securing graphene IP is crucial to a strong competitive position. As detailed in the report, strong vertical integration trends within the supply chain are expected, due to specific challenges in production and the handling of graphene materials, namely CVD-made graphene sheets. The manufacturers of graphene nanoplatelets will also vertically integrate to gain a higher product value and better differentiation from competitors by offering application-specific materials, such as conductive inks and composite materials for graphene batteries and supercapacitors.
As pointed out in the report, many different graphene material types and quality levels exist. A higher level of standardization is therefore important in graphene technology, especially for the suppliers of high-quality graphene materials to differentiate better from other suppliers, and for companies with a long-term business strategy. The lack of suitable graphene quality characterization tools provides opportunities for companies developing specialized tools.
GRAPHENE MATERIALS: QUALITY, QUANTITY, REPRODUCIBILITY AND LOW COST NEEDED
The development and industrial production of new graphene applications require a reliable supply of graphene with consistently high quality.
Graphene materials can be produced as tiny flakes (nanoplatelets) or in the form of a large-size sheet on different substrates, such as a metal foil or silicon carbide (SiC).
The catalytic chemical vapor deposition (CVD) of graphene on metals, featuring the high potential for both scalability and high material quality, has the largest potential for mass production of graphene opto and electronic devices. Although the market potential of high-quality epitaxial graphene on SiC is limited by the dimensions and high costs of SiC wafers, it may be successfully applied to produce some high-end electronic applications. The nanoplatelets produced by different methods, such as liquid phase epitaxy or reduction of graphene oxide can be used to produce conductive inks for printed electronics and additive materials for energy storage devices, such as Li-ion batteries and supercapacitors.
The choice of the graphene production technique is of crucial importance to a device manufacturer because it influences not only the graphene size, quality and costs, but also the design of the production line for device manufacturing.
As shown in the report, it is possible today to produce large volumes of graphene materials at relatively low costs and also to produce the high-quality graphene. The main challenge is to satisfy both conditions simultaneously…
KEY FEATURES OF THE REPORT
- Overview of main opto and electronic applications of graphene materials (printed & flexible circuitry, semi electronic devices, transparent conductive electrodes, energy storage devices, photonic devices)
- Detailed analysis of different graphene materials, their characteristics and manufacturing processes
- 2013-2024 graphene material market forecast (in $M) - Two scenarios
- Overview of main R&D players, graphene CVD equipment makers, material suppliers and relationships within the value chain
- Focus on the key R&D topics
- Company profiles of main players
OBJECTIVES OF THE REPORT
- To guide strategic decisions concerning the R&D development and business activities of the technology, especially pertaining to applications with a strong market potential but also numerous challenges.
- To provide an overview of opto and electronic applications in which graphene can provide a high proposition value regarding the device performance, novel functionalities or costs.
- To identify the most promising graphene materials and their manufacturing processes.
- To describe the key drivers for the development of graphene and to understand the specificities of graphene technology and its complexity.
- To provide an overview of the main R&D players, equipment makers and materials suppliers. SHOW LESS READ MORE >
2. Executive summary
4. Noteworthy news
5. Introduction to graphene material
- Graphene at a glance
- Why is graphene so interesting?
- (Defect-free) graphene = excellent material!
- Barries/challenges to exploitation of graphene
- Monolayer vs. multilayer graphene-material
6. Graphene applications
- Overview of potential graphene applications
- Scope of the report
7. Printed & flexible circuiry
8. Semiconductor electronic devices
- Graphene-based electronic devices
- Seamless integration of graphene-based interconnects in electronic devices
- Grat-FET: Graphene Field-Effect Transistors from Bluestone Global Tech
- Graphene-based flexible electronics
9. Transparent Conductive Electrodes (TCE)
- Transparent conducting films
- Sheet resistance required for different applications
- Potential applications of graphene as transparent conductive electrodes
- Samsung’s, LG’s and Nokia’s concepts for flexible devices
- TCE process flow at Samsung Techwin
- Key requirements on transparent electrode material
- Sheet resistance required for different applications
- Why a substitution for ITO is researched?
- Comparison of different materials used for transparent electrodes
- Requirements and available graphene products for flexible transparent conductive electrodes
- How to increase the graphene potential for transparent conductive electrode?
- Combined graphene-based materials for transparent conductive electrodes
- Graphene transparent conductive electrode for e-paper / LEDs / UV LED / solar cells
- Graphene-based solar cells
10. Energy storage devices
- Graphene-based energy storage devices
- Graphene-based supercapacitor
- Laser scribed graphene supercapacitors at UCLA
- Graphene-based Li-ion batteries
- Grat-Power: SiGP Li-ion battery anode material
11. Photonic devices
- Graphene applications in photonic devices
- Graphene-based photodetectors
- Overview of graphene materials
- Graphite at a glance
- Graphene type does matter
- Examples of commercially available graphene materials
- CVD graphene domains
- Does graphene present a risk for human health or for environment?
- Other 2D materials
12. Other applications
- Thermal management using graphene
- Two approaches for graphene-based thermal dissipation
13. Production of graphene materials
- Take away
- High-volume cost-effective high-quality graphene production needed
- Production of graphene materials
- Graphene production methods, materials produced and their applications
- Graphene obtained by different methods
- How to get the large-size graphene layers?
- Two main approaches to obtain large-size graphene layers
- Comparison of the main methods for obtaining graphene films
- Quality vs. costs
- Graphene materials & applications
- Overview of graphene production methods
- How to use graphene in different applications?
- Graphene handling
- Graphene transfer from growth substrate to a new substrate suitable for applications
- CVD graphene transfer - Wet etching dry transfer
- CVD graphene transfer Graphene on foil vs. Graphene on wafer
- Face-to-face graphene transfer
- Opening graphene bandgap
- Graphene doping, patterning, functionalization
14. Graphene costs
- Costs of graphene materials
- Factors influencing graphene cost
- ASP of different graphene materials
- Technology improvements and mass production reduce the price of graphene
- Main approaches to decrease the graphene costs
15. Graphene material market forecast
- Graphene-based devices - Main drivers/challenges
- 'Standard-grade'and 'Electronic-grade' graphene materials vs. production method
- Comments about for the graphene material market forecast
- Time-to-market for different graphene applications
- 2013-2024 market value for graphene materials (M$) - Base & accelerated scenarios
- Graphene market forecast - Results
16. Supply chain
- Graphene value chain overview
- Equipment makers - Overview
- Graphene CVD equipment makers - Split by CVD type: Thermal / Plasma
- Graphene CVD equipment makers - R&D vs. industrial systems
- Graphene CVD equipment makers - Geographical location
- Aixtron R&D graphene equipment customers
- Partnerships & relationships within the graphene value chain
- Start-up companies and R&D in graphene
- Natural graphite and HOPG suppliers
- Graphene material suppliers - Split per material type
- Industrial players involved in the development of graphene-based devices
- Recent funding & IPO
- Opportunities for non-graphene players
- New opportunities: characterization and quality control tool makers
17. Graphene R&D
- Graphene technology milestones
- Graphene heats up the patent market
- Graphene R&D - Introduction
- Evolution of CVD graphene film size
- Where to focus the graphene R&D efforts?
- Main R&D approaches in graphene CVD
- Graphene R&D funding
- Organizations providing funding for graphene research
- R&D projects related to graphene applications in opto & electronics
- Main graphene R&D institutions split per geographical area
- Graphene flagship (EU)
- GRAPHeNE (ESP)
- GDR Graphene and nanotubes network
- The University of Manchester National Graphene Institute (UK)
19. 26 company profiles
- Angstron Materials
- Applied Graphene Materials
- Bluestone Global Tech
- CrayoNano SA
- CVD Equipment
- Graphene Laboratories
- Graphene Platform
- Cambridge Graphene Platform
- Graphene Square
- Graphene Works
- Gwangju Institute of Science and Technology
- Chalmers University of Technology
- Lomiko Metals
- Mason Graphite
- Nano Carbon
- National University of Singapore
- Oerlikon Leybold Vacuum
- Pohang University
- Princeton University
- SHT Smart High Tech
- Texas Instruments
- Thomas Swan
- UC Santa Barbara
- University of Exeter
- University of Manchester
- University of Oxford
- VG Scienta
- Vorbeck Materials
- XG Sciences